Resources

Below is a sampling of client-facing tools and templates we’ve developed to help our project partners reach their goals. To access free, downloadable copies of these resources, please complete the form below and we’ll be in touch.

  • Strategic Planning & Operational Excellence

    A user-friendly suite of templates that support organizational or initiative goal-setting and aligned data planning.

    Helps teams to align on priorities and establish or strengthen progress-monitoring systems and shared accountability — all while staying nimble.

    Check it out here.

  • Message Development & Architecture

    A values-driven framework for crafting an elevator pitch and developing a hierarchy of tailored communications.

    Helps teams foster more consistent messaging across staff and/or initiate more impactful, targeted outreach to key audiences.

    Check it out here.

  • Public Funding Opportunities Checklist

    A customizable go/no-go decision-making framework, roadmap, and reviewer checklist for local, state, and federal grants or RFPs.

    Helps teams to be more systematic in analyzing opportunities and reviewing application materials for alignment with scoring criteria.

    Coming soon!