Tools and Templates

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Evaluation & Selection

Audit Insight Tool
This tool is used to facilitate the analysis of a nonprofit organization’s audited agency-level financials. It is designed to automatically identify areas of strength as well as areas of concern that could impact the organization’s financial stability. It generates a list of probing questions that help get at the root of potential problems. Additionally, Audit Insight’s output highlights the organization’s financial trends over a three-year period, giving a context for projecting its longer-term financial health. The tool was created by REDF staff with input from Armanino McKenna LLP, a certified public accounting firm.


Investing in What Works
Questions to ask when considering an investment in the replication or scaling of a program.


Protocol for Assessing Investment Risk – With Regard To The Likelihood That An Organization Is Producing Social Value
This tool is designed to enable external evaluators trained in its use – with explicit attention paid to achieving and assuring inter-rater reliability – to assess the risk that a nonprofit social or human services agency is not able to deliver measurable social value. This should provide meaningful information to nonprofit funders who care about whether the money that they bring to a given nonprofit is likely to be of benefit to society.


Sample Intermediary Evaluation Process
Growth Philanthropy Network conducts in-depth due diligence on nonprofit organizations that have been nominated and seek to achieve widespread national expansion. This document outlines Growth Philanthropy Network’s evaluation process.


The Organizational Capacity Assessment Tool



Yes We Can! Performance Management in Nonprofit Human Services
The question of when and how to evaluate programs is an extremely complex one, and one that evaluators have done little to help funders, nonprofit executives and practitioners understand. Additionally, nonprofits provide funders with reams of data concerning their finances, activities, and products in formats and for purposes that often are idiosyncratic to each funder, arbitrary, and virtually impossible to explain or justify. This tool provides information on using evaluation to effectively manage programs, and ultimately help people.


“GOAL: Grid for Organizational Assessment and Learning, REDF's capacity assessment tool.”
REDF has developed GOAL to help organizations strengthen its capacity to achieve its mission, particularly relating to social enterprise. This tool is designed for organizations to measure its organization's capacity in 6 areas: Agency planning and performance, Agency, Agency management capacity, Agency financial sustainability, Agency network reach, and Social enterprise.


“Performance Dashboards: Speedometer and Odometer for Social Enterprise”
Presentation of the basics of performance dashboards: What are dashboards and why are they useful? How are nonprofit and for-profit dashboards different? Who looks at a dashboard?


Growth Business Planning

Approaches to Scaling Social Impact
Organizations face options about what to scale and how to scale their impact. The spectrum of goals and strategies for creating and scaling social impact ranges from impact through direct service to impact through indirect influence. By selecting combinations of goals and strategies from this “tool box,” organizations can craft a strategy for scaling social impact.


Business Plan Template for Job Creation Social Enterprise
This file outlines the main components of a social enterprise business plan, and offers guiding questions to help fill in the various elements.


Business Planning for Enduring Social Impact: A Root Cause How-to Guide
This guide provides an introduction to business planning, drawing on Root Cause's consulting engagements with dozens of organizations and its work with its own social enterprise initiatives.


Conceptual Model of the Determinants of Successful Scaling – SCALERS
Elements required for successful scaling of social initiatives


Social Venture Partners Organizational Capacity Assessment Tool
This tool is a self-assessment instrument that helps nonprofits identify capacity strengths and challenges and establish capacity building goals. It is primarily a diagnostic and learning tool. In addition, the Assessment provides a useful framework for measuring growth in organizational capacity over time.


Local Growth & Roll-Out

Developing Funding Collaboratives To Support Workforce Partnerships
Growing What Works: Lessons Learned from Pennsylvania's Nurse-Family Partnership Initiative



“Criteria to Consider During Site Selection,” Excerpted from Laying a Solid Foundation: Strategies for Effective Program Replication
“Where to Scale Out,” Excerpted from Designing High-Impact Social Ventures

Raising Growth Capital

Developing Funding Collaboratives To Support Workforce Partnerships
Due Diligence Check List by Rockefeller Foundation PRI/Investment Program (ProVenEx) ed
Out of Philanthropy's Funding Maze Strategic Co-Funding : A Diagnostic Tool [Note: Please enable macros function in Excel to use the diagnostic tool.]
This diagnostic tool accompanies "Out of Philanthropy's Funding Maze Roadmap #1: Strategic Co-Funding " and is designed to help an organization (or individual) determine whether Strategic Co-Funding is a good fit with its goals, mission, and processes.


When and Why to Consider PRIs? A Clear Look at the Fundamentals
“Strategic Co-Funding: A Working Definition"
Excerpted From Out of Philanthropy's Funding Maze Strategic Co-Funding: Roadmap #1: Strategic Co-Funding