Tools & Guides

Resources

Curated guides, templates, and references for organizations navigating grants, governance, and strategic planning.

External Resources
Useful References
Strategic Planning
Strategic Planning in Nonprofits (SPiN) Guide

A comprehensive guide covering six planning elements: preparing, listening, envisioning, planning, executing, and evaluating. Includes tools, templates, and videos for creating actionable strategic plans.

Nonprofit Association of Washington & Satterberg Foundation
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Governance
Good Governance Policies for Nonprofits

Best practices for nonprofit governance including board roles, ethical standards, and compliance with IRS Form 990 requirements.

National Council of Nonprofits
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Program Planning
Logic Model Template

A downloadable logic model template with instructions for mapping inputs, activities, outputs, and outcomes. Includes examples for program planning and grant narrative alignment.

University of Wisconsin-Extension
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Financial Management
Financial Policy Guidelines and Examples

Practical guidance on budgeting, cash flow management, and financial planning for nonprofits, with templates and strategies for long-term sustainability.

Nonprofit Financial Commons
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Grant Management
Nonprofit Grant Management Checklist

A detailed checklist for managing the grant lifecycle from application to closeout, including document organization, compliance tracking, and reporting requirements.

Foundant Technologies
Access Checklist →
Federal Grants
Federal Grants 101

A concise overview of the federal grant process covering grant types, eligibility, and the application lifecycle. A useful starting point for organizations new to federal funding.

Grants.gov
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Common Questions
Frequently Asked
We work with nonprofits, local governments, community colleges, regional health systems, and small businesses. If your organization is pursuing grant funding and needs a strategic partner, we're built for that.
Launch is a standalone, all-inclusive funding assessment. It includes a discovery call, a custom Grant Report scored to your organization, and a 1-hour strategy session. No retainer required to get started.
Depending on availability and alignment, we occasionally offer scaled-down engagements for qualifying early-stage organizations. Reach out directly to discuss what makes sense for your situation.
Timelines vary by grant complexity. Most federal applications take two to six weeks from engagement to submission. We discuss specific timelines during the discovery call and build around your deadlines.
A competitive application is built around what reviewers actually score — not boilerplate. That means a clear, funder-aligned narrative, an accurate and defensible budget, strong evidence of organizational capacity, and documentation that holds up to compliance review.
Complete our intake form and we'll follow up within one business day to schedule your discovery call. The Launch process begins from there.
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