Resources

Thirteen free tools. Six toolkits. No fluff.

Start with the free library, no email required. When a specific program or system is what you are wrestling with, the paid toolkits go ten times deeper. Built from the field, not from theory.

Free Tools Toolkits and Bundles Book a Call

Thirteen tools you can use today.

No gate, no email. Download what you need and put it to work this week.

Operations Assessment

The Nonprofit Operations Health Check

Score your organization across 10 critical operational areas in under 10 minutes. See exactly where you are strong and where you are vulnerable, with plain language anchor scales for every rating.

Documentation

The SOP Starter Guide

The 5 core standard operating procedures every nonprofit needs before they scale, with a format guide, a must include checklist, and a status tracker for each one.

Compliance

The Compliance Risk Radar

8 red flags that show up in almost every nonprofit audit, with a plain language self check for each one you can run right now. Catch the gaps before the auditor does.

Program Growth

The Program Scaling Checklist

10 questions to answer before you launch a second program site. Operations, compliance, staffing, finance, and governance, with a clear Ready, Partial, or Not Ready framework.

Staff and Capacity

The Staff Capacity Matrix

Map every critical operational function against your actual team. Identify ownership gaps, burnout risks, and the functions running on luck instead of structure.

Emergency Preparedness

The Disaster Preparedness Scorecard

Assess your organization across 10 areas with separate columns for Documented, Trained, and Tested. There is a real difference between a plan and a plan your staff has actually practiced.

Data and Metrics

The KPI Starter Kit

The 8 operational metrics every nonprofit should be tracking, with a baseline and target field, a 3 step dashboard setup guide, and the exact data source for every metric.

Board Governance

The Board Reporting Template

A clean 6 section format your board will actually read. Program Snapshot, KPI Dashboard, Financial Summary, Compliance Update, 30 Day Priorities, and ED Notes. Two pages. Fifteen minutes to prepare.

Partnerships

The Partner Network Audit

A partner list is not a partner network. Inventory your relationships, check your MOUs, identify your emergency partners, and find the ones that exist in name only.

Leadership Transition

The New ED Survival Guide

A 90 day framework for new executive directors. What to do in what order so nothing critical gets missed. Listen, assess, build. The EDs who struggle skipped the first phase.

AI Readiness

Before You Begin: AI Readiness Assessment

A pre implementation framework for nonprofit leaders considering AI tools. Score your data hygiene, staff capacity, governance posture, and compliance readiness across 10 dimensions. Most AI projects fail at the operational layer, not the technology.

Job Search

The Job Scout Builder

A fillable builder that creates your own automated daily job search. Set your titles, sectors, salary floor, and exclusions, then download a ready to use plan file. Schedule it in Claude Cowork and wake up to a ranked, scored shortlist every morning. Also useful for any leader hiring for a role and thinking through what great looks like.

Not sure which tool fits your problem?

Start free, or book a call and we figure it out together. Thirty minutes, no pitch.

Book a Call

30 minutes · No obligation · Houston and remote engagements welcome

HomeHow I HelpResourcesInsightsAboutBook Call