Planning Toolkit

Model Policies and Planning Templates

Governance

Operational Management and Organizational Structure

Planning and Community Investment

Information Technology

Human Resources

Finance and Budget

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Other Resources and Information

Governance

Operational Management and Organizational Structure

Planning and Community Investment

Information Technology

  • TechSoup (provides information on technology and related resources for nonprofits)

Human Resources

  • Free Management Library (on Home, see Human Resources Management, Employee Performance, and others for links to materials and websites with information about personnel policies, employee evaluations, safety, diversity, and more)

Finance and Budget

  • Independent Sector (information on accountability, principles for self-regulation; links to the IRS and additional resources)
  • Society for Nonprofit Organizations (see Free Articles, covering accounting and finance, creating a budget; see also, other articles and resources listed)

Conflict of Interest

General

  • Society for Nonprofit Organizations (publications, resources, links to nonprofit topics from governance to finance, fundraising, volunteers, and much more; many resources free, but membership required for access to archives, newsletters, etc.)
  • Nonprofit Good Practice Guide (links to documents and websites with materials on governance, technology, human resources, finances, and more)
  • CAPLAW (legal resources for Community Action Agencies)
  • Results Oriented Management and Accountability
  • Virtual CAP (provides useful tools and links specifically for Community Action Agencies)
  • BoardSource (provides numerous services to enhance nonprofit organizations by strengthening boards of directors; in cooperation with CompassPoint, publishes Board Café)
  • National Council of Nonprofit Associations (provides links and resources on a variety of topics)
  • The Nonprofit FAQ (hosted by Idealist.org, this site provides information and resources on organizations, management, regulation, and development)
  • Idealist website
  • Nonprofit Genie (the San Francisco-based CompassPoint Nonprofit Services provides useful information on all aspects of nonprofit management in this FAQ section)
  • CompassPoint Nonprofit Services (provides information on nonprofit services and hosts the Board Café)
  • Independent Sector (serves as a leadership forum for charities, foundations, and corporate giving programs)
  • GuideStar (provides information about nonprofit operations and finances; publishes IRS form 990 from thousands of organizations)
  • MAP for Nonprofits (hosts of “The Free Management Library”)
  • The Free Management Library (guidance on everything from starting, financing, and marketing an organization, along with information on such topics as human resources and social entrepreneurship)

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