Tools and Templates

• Strategic Planning Process Overview download PDF
• Strategic Plan Outline download PDF
• Sample Positioning Plan Outline download PDF
• Business Plan Process Overview download PDF
• Sample Business Plan Outline download PDF
• Sample Marketing Plan Outline download PDF
• Sample Marketing Plan Matrix download PDF
• Marketing Mini Audit download PDF
• Marketing Plan Process download PDF
• Fundraising Program Process Overview download PDF
• Sample Fundraising Plan Matrix download PDF
• Testing Your Event’s Feasibility Worksheet download PDF
• Board and Staff Roles in Fundraising Worksheet download PDF
• Sustainability Plan Outline download PDF
• Donor Communications Worksheet download PDF
• Board Development Activities download PDF
• Project Plan Template download PDF

Workshops and Training

Workshops

• Strategic Positioning – The New Strategic Planning Read more…
  download workbook

In today’s competitive and challenging environment, strategic planning isn’t always enough — organizations and agencies must be more strategic about their position in their sphere of influence. Strategic positioning is a more sophisticated approach to planning that more fully explores the external operating environment and leverages your distinct assets for competitive advantage. This workshop presents concepts, tools, and techniques to help define your position and create a plan to achieve results and dramatically increase your organization’s presence and support.

• Creating Successful and Sustainable Programs Read more…
  download workbook

Public health providers create a variety of programs and continually face the challenges of how to sustain them, achieve meaningful results, and engage disparate communities. And in an increasingly competitive environment, excellent programs are often at risk. This workshop introduces a framework for community health programs and partnerships to be more potent and sustainable using the Integrated Strategy.

• Reaching and Engaging Your Audience Read more…
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Nonprofit organizations and public agencies are becoming more sophisticated about engaging a broader, more diverse audience. This workshop helps participants apply a marketing approach to program participation, fundraising, and recruitment of supporters and provides tools, techniques, and templates that can be immediately applied to help create marketing plans that enhance mission and create a larger and more diverse constituency.

• From Coalitions to Community Constituents Read more…
  download workbook

Many agencies and organizations create topic-specific coalitions in order to achieve specific goals and build a supportive and engaged base of diverse constituents. This workshop brings marketing concepts and a constituent-centered approach to coalition development and management so that your coalition can reach and engage targeted markets, create programs that are more successful and sustainable, and achieve real results.

Trainings

• Leadership and Management download abstract and table of contents
• Partner Relations download abstract and table of contents
• Project Management for Public Health Practitioners download abstract and table of contents
• Using Organizational Analysis for Development & Growth download abstract and table of contents
• Comprehensive, Coordinated Planning download abstract and table of contents

Booklets and Articles

Booklets

• An Integrated Strategy for Nonprofit Success and Sustainability Read more…
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This booklet outlines the importance of aligning organizational capacity, identity, and constituent outreach in achieving your organziation or agency’s next level of success. The Integrated Strategy has enabled organizations of different sizes and stages of development to achieve powerful results and enhanced sustainability. (2007)

• From Strategic Planning to Strategic Positioning Read more…
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Strategic positioning brings a more externally-focused and constituent-centered analysis to traditional strategic planning. This booklet outlines the reasons to consider strategic positioning and explains how to incorporate positioning into the strategic planning process. (2008)

• Beyond Marketing: Becoming a Constituent-Centered Organization Read more…
  download booklet

Sophisticated organizations will want to shift their focus and become truly constituent-centered in order to be successful and sustainable. Beyond Marketing: Becoming a Constituent-Centered Organization shows how this powerful approach enhances your organization’s ability to create meaningful connections and realize the full potential of those relationships. (2010)

Articles

• Nonprofit Marketing with a Purpose (Jan 2004) Read more…
  download article

If your job includes attracting members and volunteers, building awarenes for your cause, or raising funds, then this article is for you! This step-by-step, how-to guide will help you reach and engage your audience. It demonstrates how simple marketing concepts can be applied and provides several examples for the development of a basic marketing plan.

• Building a Sustainable School Health Program, published in Rocky Mountain Center (RMC) Health Educator (Fall 2007) Read more…
  download article

Your program is already successful, but you know it is capable of more. Program at this stage of development can benefit tremendously from the Integrated Strategy approach. The Integrated Strategy is a framework that helps sharpen focus by aligning identity, capacity, and constituency to ensure long-term success and sustainability. This article applies the Integrated Strategy framework to school health programs.

We are happy to share information, tools, templates, and materials. We are also available to provide initial phone consultations at no charge to discuss your efforts to create more potent and sustainable operations and to get your organization, agency, or program to the next level.

For more information on how to use these tools, or to requst other materials that are not listed, please email shelli@nonprofitimpact.com or call 303.223.4886.