Organisational Toolkit
Organizational Toolkit Guides

Use these toolkits to strengthen your organisation. Not sure where to start? Check out the Organisational Strength Map to explore areas for growth and development first.

Organisational Strength Map

Use this tool to identify your organisation’s strengths and explore areas for growth and development.

  1. Chapter 1

    Where in the landscape of organisational development does your organisation sit? What is the terrain like around you?

  2. Chapter 2

    This section will help you think about your organisation’s purpose and how well it guides what you do.

  3. Chapter 3

    This section will help you think about how your organisation plans, monitors and evaluates its work.

  4. Chapter 4

    This section will help you think about the things that contribute to job satisfaction and the effectiveness of your day-to-day work.

  5. Chapter 5

    This section will help you think about how you get the money you need, and how you might do it more effectively.

  6. Chapter 6

    This section will help you think about whether you are paying enough attention to the people who make your organisation work, and how well you are managing your “human resources”.

  7. Chapter 7

    This section will help you think about how well you manage your money.

  8. Chapter 8

    This section will help you think about your legal status, your obligations, and the role of your Board of Directors.

  9. Chapter 9

    This section will help you think about how well your organisation supports your mission and vision with effective communications efforts.

  10. Chapter 10

    This section will help you think about how well your organisation protects its digital information.

Strategic Planning Toolkit

Build your strategic plan and improve your organisation’s effectiveness with these strategic planning tools and fact sheets. Not sure where to start? Check out the Starting Points page for advice tailored to your situation.

  1. Chapter 1

    Strategic planning can seem complicated, and where you start may differ depending on the particular situation of your organisation.

  2. Chapter 2

    Your strategic plan will guide your organisation in achieving its vision, mission and goals, and will help you answer five key questions about your organisation’s purpose and activities.

  3. Chapter 3

    Understanding these key components will assist you in articulating your organisation’s big picture purpose, activities and end goals.

  4. Chapter 4

    Clear goals, objectives and targets will help ensure that measurable progress in your strategic plan.

  5. Chapter 5

    Turn your strategic plan into a specific operational plan with these steps and examples.

  6. Chapter 6

    Get a clear picture of the context within which your organisation is working and gain valuable perspective on your organisation’s place in the larger community with an environmental scan.

  7. Chapter 7

    Understand how well positioned your organisation is to compete for funding, media coverage, public attention, staff and supporters by analysing your competitive advantages.

  8. Chapter 8

    Learn how to integrate cyclical planning into your work.

  9. Chapter 9

    Selecting the right targets and indicators is key to allowing you to measure the changes your organisation is creating.

  10. Chapter 10

    A strategic planning consultant can be helpful in keeping you on track as you craft your strategic plan. Here’s what you need to know to help ensure a productive relationship.

  11. Chapter 11

    Make good, informed decisions at every step of the strategic planning process by utilizing these IFEX Strategic Planning Tools

Communications Strategy Toolkit

Effective communications planning will enable you to raise your organisation’s voice on issues that matter.

Communications Strategy

File size: 835 KB

  1. Chapter 1

    Why a clear communications strategy is important.

  2. Chapter 2

    A step-by-step guide to clearly articulating your communications objectives.

  3. Chapter 3

    Understand who your audience is, what your key messages are and how you’re going to get your message out.

  4. Chapter 4

    Ensure success by defining what success will look like, and consider the factors that could affect your ability to meet your goals.

  5. Chapter 5

    Use these worksheets to help define your audiences, key messages, content mix, social media efforts, communications strategy and communications workplan.

Financial Sustainability Plan

Ensure that your organisation survives and thrives by strengthening its fiscal framework. Click on the video link below to watch the webinar on Financial Sustainability Planning or download the toolkit below.
Video: Fundraising and Financial Sustainability Planning

  1. Chapter 1

    Why financial sustainability planning is important.

  2. Chapter 2

    From analysing your past to identifying the resources you require and developing options for filling gaps, this section will take you through a step-by-step plan to develop your FSP.

  3. Chapter 3

    Diverse revenue sources support autonomy, flexibility and security. Find out how to diversify yours.

  4. Chapter 4

    Find out how to turn your organisation’s revenue challenges into opportunities.

  5. Chapter 5

    From developing a Reserves Policy to conducting a risk assessment, this section will equip you to help your organisation weather financial challenges.

  6. Chapter 6

    Find out where else you can turn for tools, approaches and lessons learned that will assist you in strengthening your organisation’s financial sustainability.

Social Media Strategy

This step-by-step tool will enable you to build an effective social media strategy and engage your online audiences.

social_media_strategy

File size: 862 KB

  1. Chapter 1

    Social media efforts make up one component of your digital communications strategy. Understand how it aligns with your mission, vision and communications goals.

  2. Chapter 2

    From developing a plan for shareable content, to choosing social media platforms and the tools to help you manage your efforts, this step-by-step section will help position you for success.

  3. Chapter 3

    Check out resources to keep you up to date on website best practices, and compare social media platforms.

Website Optimisation Plan

This 10-step plan will help you improve your website’s impact and usability.

website

File size: 658 KB

  1. Chapter 1

    Optimising your website is one component of your digital communications strategy. Understand how it aligns with your mission, vision and communication goals.

  2. Chapter 2

    From identifying your goals for your website, to evaluating resources, organising content, determining your site’s tone and voice and keeping your site up to date, this step-by-step section will help ensure that your website works effectively for your organisation.

  3. Chapter 3

    Online resources that showcase inspiring and well-designed websites.