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These materials are a work in progress as we are constantly learning and adapting. We offer them in hopes that they will inspire organizations to do the same. Please use what works for you and adapt freely, disregard what doesn’t serve you, and if you’re so inclined, let us know how you do and what you learn along the way!
Note: All resources listed here are available in Spanish, along with an additional guide on how to create an institutional policies manual.
On Governance + Boards of Directors
Boards of Directors and Governance Systems: A Practical Guide for Non-Governmental Organizations (updated 2017)
Además de reflexiones conceptuales y consejos prácticos, esta guía ofrece una serie de herramientas y materiales de apoyo en Word y Excel que las organizaciones pueden abrir, guardar y adaptar para fortalecer sus sistemas de gobierno.
On Governance + Boards of Directors
Boards of Directors and Governance Systems: A Practical Guide for Non-Governmental Organizations (updated 2017)
Además de reflexiones conceptuales y consejos prácticos, esta guía ofrece una serie de herramientas y materiales de apoyo en Word y Excel que las organizaciones pueden abrir, guardar y adaptar para fortalecer sus sistemas de gobierno.
On Executive Director Leadership Transitions
Executive Director Leadership Transitions: A Practical Guide for Non-Governmental Organizations (updated 2017)
This guide offers information on how to conduct a smooth, transparent, and agile leadership transition. It contains several tools and sample materials that can be adapted to each organization, as well as conceptual reflections and practical advice.
In Support of Those Who Take the Leap: Lessons on Leadership Transitions from the Open Society Foundations’ New Executives Fund (2021)
In this report, Martha and Victoria draw on first-hand accounts and candid reflections of 60 nonprofit executives new to their positions on what it takes to navigate leadership changes—and how funders can help them during these often tumultuous times.
On Strategic Planning
Developing a Useful Strategic Plan: Practical Advice before Starting the Process (2014)
This brief guide contains practical tips on conducting a useful process, advice for negotiating with external consultants and a suggested step-by-step methodology for a strategic planning exercise.
We also recommend:
Strategic Planning that Makes a Difference and is Worth the Time by the Management Assistance Group (now Change Elemental).
On Theory of Change
Suggested Guidelines for Creating a Theory of Change (updated 2015)
his brief guide seeks to simplify and condense other useful but longer guidelines. It includes reflections about what is a theory of change, why have one and how to create one for a project or an organization.
On Organizational Assessment
We recommend the Organizational Mapping Tool (OMT), a facilitated self-assessment survey that culminates in a prioritizing exercise and raw material for an institutional development plan. You may also download a copy of a Facilitator Guide with tips on how to carry out and facilitate an OMT process.
The OMT is also available in:
The OMT-CAN is a version created especially for coalitions, alliances and networks. You can find the corresponding Facilitator Guide here.
The OMT-CAN is also available in Spanish and in Portuguese. The Facilitator Guide in Spanish is available here.
On Organizational Assessment
We recommend the Organizational Mapping Tool (OMT), a facilitated self-assessment survey that culminates in a prioritizing exercise and raw material for an institutional development plan. You may also download a copy of a Facilitator Guide with tips on how to carry out and facilitate an OMT process.
The OMT is also available in: