Collection: Templates

A spreadsheet tool for keeping one-on-ones, priorities, support needs, workload concerns, and follow-up in one place. Supervision gets messy when EDs and managers are trying to support staff while also handling board questions, program fires, funding deadlines, and their own overflowing task lists.

This tool includes three working parts: a Weekly Supervision Tracker, an automatically updating Supervision Snapshot, and a Follow-Up Planner. Use it to record check-ins, spot blocked work, prepare for staff conversations, and keep your own follow-up visible. The result is a clearer weekly rhythm, fewer dropped threads, and less supervision living in your head.

This spreadsheet tool turns a few numbers from your accounting software into a clearer 90-day cash view. Use it to see what needs attention and choose next steps.

Rows of numbers from your accounting software are useful, but they do not always tell you what to do next. You still have to spot the cash pinch, explain the pattern, and decide whether the next 90 days call for steady spending, a pause, or a closer watch.

The 90 Day Rolling Budget Spreadsheet is a simple spreadsheet tool that turns a few easy-to-find numbers into an actionable 90-day view. Add the numbers, and the sheet gives you the whole picture, from last quarter’s patterns to next quarter’s revenue, expenses, burn rate, monthly ending cash, and best, moderate, and caution cases. Three decision checkpoint questions help you turn that view into next steps. You get both a blank template you can use right away and a sample version so you can see how it works before you fill in your own numbers.

A simple grants command center that keeps your pipeline, deadlines and reports clear, organized and moving. 

Keeping track of grants can quickly turn into a mess of documents, emails, and half-updated notes. The Grants Tracker tool brings everything into one clear, working system. See your funding at a glance with a simple thermometer view of your goal, progress, and shortfall. Track every proposal with deadlines, statuses, and key details so nothing slips. Stay ahead of reports and follow-ups without digging around. It’s your funding command center, a practical dashboard that keeps your grants organized, visible, and moving forward.

You can stay busy all year and still not know if fundraising is on track. Reports come in pieces, numbers lag, and gaps show up late, leaving you scrambling. It becomes hard to tell if the issue is total money raised, one area falling short, or not having enough requests out to meet your goal.

This tool brings your goal, progress, and open requests into one view. The spreadsheet includes three sections: quarterly progress, priority areas, and projections that show what happens if only your strongest asks come through, if most expected gifts arrive, and if everything currently in motion closes. You can quickly see where you stand, and what needs attention. 

A plug-and-play board meeting deck, ready when you are.

Board prep sneaks up fast. You have updates, data, and decisions to surface, but not the time to turn it into a clean, structured presentation. This tool is a ready-to-use slide deck built around a five-part board agenda, including welcome, executive director report, discussion topic, committee reports, and closing steps. Each section is pre-formatted so you can drop in your content, organize your thinking, and walk into the meeting with a clear flow that keeps the conversation focused and ends with real decisions and follow-through.