Free kit · Finance and funding
Fund Your Leadership Coaching Kit: free coaching grant budget template in Word, Excel and PDF
Ask your board, a funder or both to pay for executive coaching, with figures they can check. Work out the cost and the return, give a board member a one-page memo to carry, log the funders that fit, and send a priced grant budget with narrative language ready to adapt. The Excel workbook does the math.
Word, Excel and PDF · 10 pages · For executive directors, board members and funders
Your kit is ready
We also emailed these links to .
Your library is open on this browser.
Next: Grant Proposal Kit
What is inside
- Cost and return worksheet. The fee, the executive director's time and a conservative return, line by line from salary and operating expenses, with a worked example.
- Board memo requesting coaching. A one-page memo a board member brings to the committee, and answers to the three usual objections.
- Funder prospect log. Where to look and what to search for, a log for each funder and six questions for the program officer.
- Grant budget and justification. A grant budget with every line priced, its justification and the funding sources, confirmed or pending.
- Grant narrative language. Problem, intervention, evaluation and after-the-grant language to adapt, and answers to three questions reviewers ask.
How to use it
- First: fill in Form A, so every later conversation uses the same figures.
- Then: check the professional development line and any board-designated fund with the treasurer.
- Before the budget meeting: share the memo in Form B with one board member who supports it, and let them take it to the committee.
- If the budget cannot cover it: work through Forms C to E with one funder that already knows you.
Questions
Is the kit free?
Yes. Enter your name, email and organization once, and every kit in the library opens on this browser.
Can I edit it?
Yes. The Word and Excel files are fully editable: fill in the brackets in the memo and the grant language with your own facts, and change the assumptions in the workbook to figures your board will accept.
Does it work in Google Docs?
Yes. Upload the Word file to Google Drive and open it with Google Docs; the tables and ruled lines carry over.
Can I share it inside my organization?
Yes. Copy it, adapt it and share it with your board and staff.
Read the guide
- Nonprofit Executive Coaching ROI Calculator: Prove Leadership Investment Value
- Why Smart Nonprofit Boards Invest in Executive Director Coaching
- Leadership Development Grants: Your FUNDED LEADERSHIPâ„¢ Guide
- Professional Development Grants for Nonprofits: Where to Find Money for Staff Training
- Capacity Building Grants for Nonprofits: Amounts, Funders and How to Apply
- Grant Budget Template for Nonprofit Executive Coaching: Win Funding with Confidence
- Sample Grant Language for Leadership Coaching: 20 Ready-to-Use Templates
More kits for executive directors
Grant Proposal KitA proposal template with a filled example, a full-cost grant budget and a report template
Leadership Development Plan TemplateA two-page plan: three priorities, 70-20-10 activities and monthly check-ins
Nonprofit Budget and Treasurer Report WorkbookBudget, 12-month cash flow and a treasurer report that fills itself
With paying for coaching, the money is rarely where it goes wrong. The conversation is. What the board pays for is a confidential place where the executive director thinks through the decisions that shape the next few years.
Six sessions of executive coaching: $300, $400 or $600, set by your organization's yearly operating expenses.
