Resources

Seventeen 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.

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Seventeen tools you can use today.

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

Pick what you are working on. The workbook above spans all of it, so it stays put.

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.

Scored yourself and did not like the answer? The Operations Audit does this from the outside → Two weeks · $1,850 · Ranked findings and a 90 day fix plan
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 Search Tools App

All four job search tools in one place, built to install on your phone. Add it to your home screen and it opens like an app with no browser bar, and it keeps working with no signal. Useful in a waiting room, on a bus, or anywhere the connection drops. Nothing is uploaded and there is no account. Your Career File stays in the browser on your device and carries across all four stations.

Free. No app store, no download, no email. Android and desktop Chrome offer to install it. On iPhone, open it in Safari, tap Share, then Add to Home Screen.

Not sure where to start? Station one is the Job Scout Builder → Free · Four stations, one Career File · Works offline once installed
Job Search

The Job Scout Builder

A guided builder that creates your own automated daily job search. Seven short screens, one at a time. Pick your assistant on the first screen, Claude or free ChatGPT, and everything after that adapts to it. Import a resume or LinkedIn PDF to fill in the basics, set your titles, sectors, salary floor, and exclusions, then download a ready to use file. Run it by hand, or 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.

About ten minutes. Works with free ChatGPT. Your answers save in this browser and carry into the other tools. No email required.

Got your shortlist? The Apply Decision Worksheet takes it from here → Free · Requirements arrive prefilled · Apply, Investigate First, or Pass
Job Search

The Apply Decision Worksheet

Your scout found the roles. This decides which ones earn an application. Load the shortlist and every role arrives with its facts and the posting's own requirement lines already in place, so you rate rather than copy and paste. Five screens per role: map their asks against your actual proof, screen the posting for ghost job signals, and get one call per role: Apply, Investigate First, or Pass. It does not write your resume. It tells you whether to bother.

About ten minutes per role. Ends by handing the ones you are applying to off to Teal, Huntr, or whatever tracker you already use. Nothing is uploaded, ever. What you save stays in this browser on this device, and one button erases all of it.

Decided to apply? The ATS Reality Check gets the document ready → Free · No score, because no score exists · Send as is, Fix first, or Rewrite
Job Search

The ATS Reality Check

Every other tool in this category hands you a score out of a hundred. No such score exists. Applicant tracking systems parse a file into fields, and a recruiter searches inside those fields. Two things cost you the interview: a document the parser could not read, and language that does not match what the recruiter typed into the search box. Paste the posting, paste your resume as plain text, and get one call: Send as is, Fix first, or Rewrite.

About five minutes per posting. Names the missing terms line by line and flags the layout choices that break parsers. Nothing is uploaded, ever. What you save stays in this browser on this device, and one button erases all of it.

Document ready to send? The Interview Evidence Kit prepares the conversation → Free · Question sets by stage and sector · A number attached to every answer
Job Search

The Interview Evidence Kit

Generic interview prep was built for software engineers. This one is built for the other room. Set the stage and the sector and the question set builds itself, from a first screen through a board interview. Every question shows what is actually being tested underneath it, and every answer takes four fields: context, the number, what you decided, what changed. Then the questions worth asking back, sorted by what the answer reveals, and a debrief block for your tracker.

Prints as a one page prep sheet. No live coaching during an interview, by design. Nothing is uploaded, ever. What you save stays in this browser on this device, and one button erases all of it.

Want to see all four tools before you start? The Field Guide walks through every screen and every decision rule → Free · Current screenshots · The rules behind every call · No email required
Hiring and Role Design

The Role Design Builder

Most bad hires are design failures, not people failures. Define the outcomes, the real scope, and the must haves before you post. The builder writes your job posting, your hiring brief, and your scoring rubric in one pass, then hands you all three to download.

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