Tools for nonprofit leadership
Less starting from scratch.
More moving forward.
Practical operating kits for executive directors and boards of small nonprofits. Turn the next hard decision into a clear plan with ready-to-use documents and workbooks.
Instant digital delivery · One-time purchases · 14-day refunds
Built from the experience of an executive who has led six nonprofit turnarounds.
- Guidance included
- A one-page how-to in every template
- Examples, not blank cells
- Worked rows in every spreadsheet
- 14 days to decide
- No-questions refund policy
01 / Start with a sequence
Your first 90 days.
A steadier way forward.
New in the role, or bringing an organization back on track? The First 90 Days kit gives you an order of operations—not another pile of disconnected templates.
Explore the First 90 Days kit$149 · DOCX, XLSX & Google Docs
- 01
Listen to every employee
Use the listening-tour script to gather perspectives before making changes.
- 02
Read every document
Work through the document review checklist to understand what is in place—and what is missing.
- 03
Stabilize the essentials
Use the 90-day plan and stabilization checklist to organize the work that needs attention first.
- 04
Report to the board in writing
Close the loop with a board report template that puts findings, priorities, and next steps on paper.
Keep the everyday
work moving, too.
Give your board a working rhythm. Agendas, minutes, a dashboard, and orientation materials make governance easier to organize.
Put operations in one place. Plan the budget, shape personnel policies, and track grant opportunities with practical workbooks.
Make room for a small team. An AI playbook and prompt library offer a concrete starting point for everyday tasks.
02 / Choose your starting point
One need. Or the whole desk.
One-time prices. Files delivered after payment. No subscription required.
First 90 Days ED Operating Kit
$149A 90-day plan, listening-tour script, review and stabilization checklists, and written board report.
DOCX · XLSX · Google Docs
Board Operating Kit
$147Agendas, minutes, consent agenda, dashboard, ED evaluation, and orientation deck.
DOCX · PPTX · XLSX
Personnel Manual & Budget Workbook
$99A working foundation for people policies and financial planning. State-specific employment sections require local counsel review.
DOCX · XLSX
Grant Pipeline Tracker
$69Keep opportunities, deadlines, and next steps in one shared workbook.
XLSX · Google Sheets
Small-Team AI Playbook
$49Practical guidance and a prompt library for a lean nonprofit team.
03 / Put the plan to work
Your mission needs your attention.
Let the templates do their part.
Choose the kit that matches the work in front of you. Open the guide, adapt the files, and take the next step.