Building Blocks Resource Guide

 

The table below includes references to books and articles, tools and templates, videos and other online resources we’ve come across that will assist nonprofit leaders in creating deeper impact. It is organized around key building blocks introduced during the 2014 Sobrato Speaker Series and covered more deeply in 2015, 2016, and 2017 sessions, including compelling theories of change, aligned performance measurement, and strong business models for sustainability and scale—all supported by leadership focused on creating cultures of continuous learning. Please visit this page frequently, or sort the “added” column of the guide to see a set of the most recently-linked tools. As always, if you discover a great resource that is not yet on the list, please send a link to media@sobrato.org.

 

[Click column header to sort]

Building Block Title Description Authors Organization Publication Date Type Added
General Resources The Giving Code: 2017 Sobrato Speaker Series Presentation Deck Presentation, Panel & Interactive Workshop on...More Culwell, Alexa and McLeod Grant, Heather Open Impact and Sobrato Family Foundation 01/17/17 Presentation: PDF 01/25/17
General Resources The Giving Code: Executive Summary Executive Summary of The Giving Code: Silicon...More Culwell, Alexa and McLeod Grant, Heather Open Impact 10/25/16 Report: PDF 01/25/17
General Resources The Giving Code: Full Report Full Report: The Giving Code: Silicon Valley...More Culwell, Alexa and McLeod Grant, Heather Open Impact 10/25/16 Report: PDF 01/25/17
Financial / Business Plans & Models Thinking Beyond the Annual Budget PDF of Financial & Multi-Year Planning...More Summers, John; Coker, Rebecca FMA: Fiscal Management Associates 09/15/16 Tools & Templates 09/15/16
Leadership & Culture Growing our Impact: nNurturing and developing great ntalent in our nonprofits PDF of presentation deck from 05/17/16 SFF eventMore Gannon, Christa; McCormick, Michele; Eubanks Davis, Aimée; Wang, Melissa; Crystal Foster, Catherine Fresh Lifelines for Youth [FLY]; Braven; Tipping Point Community 05/17/16 Tools & Templates 05/17/16
Financial / Business Plans & Models Getting Your Nonprofit Budget Past ‘One Day (or Year) at a Time’ Between the year-by-year budget process and...More Polanco, Hilda FMA: Fiscal Management Associates The Dodge Blog (Geraldine R. Dodge Foundation) 05/03/16 Article: Blog Entry 10/06/16
Leadership & Culture Lack of Training for Young Nonprofit Workers Means Too Few Potential Leaders Ten years after a study predicted 640,000...More Koenig, Rebecca Chronicle of Philanthropy Chronicle of Philanthropy 04/19/16 Article: Periodical 05/17/16
Financial / Business Plans & Models Program Based Budget Builder Demonstration Video introducing the tool for building a...More Summers, John Wallace Foundation Wallace Foundation / Strong Nonprofits 05/12/15 Video 09/15/16
Financial / Business Plans & Models Program Based Budget Builder: Download Tool for building a nonprofit organization's...More Summers, John FMA: Fiscal Management Associates Wallace Foundation / Strong Nonprofits 05/12/15 Tools & Templates 09/15/16
Leadership & Culture Peter Drucker's Five Most Important Questions: Enduring Wisdom for Today's Leaders This brief, clear, and accessible guide —...More Drucker, Peter F.; Snyder Kuhl, Joan; Hesselbein, Frances 03/23/15 Book 02/24/15
Theory of Change / Strategy Communities Make Sure "Our Kids" Means Every Child A discussion of Robert D. Putnam's book "Our...More Edmondson, Jeff StriveTogether StrivingTogether Blog 03/01/15 Article: Blog Entry 04/28/15
Financial / Business Plans & Models NFF 2013 SEGUE Portfolio Performance Report Performance report of NFF's SEGUE accounting...More Nonprofit Finance Fund 10/03/14 Report or Article: PDF 02/24/15
Theory of Change / Strategy Defining Quality Collective Impact To sustain collective impact, we must bring...More Edmondson, Jeff and Hecht, Ben StriveTogether Stanford Social Innovation Review’ 09/01/14 Article: Periodical 04/28/15
Theory of Change / Strategy Collective Insights on Collective Impact This 24-page special supplement features the...More Multiple Stanford Social Innovation Review’ Stanford Social Innovation Review’ 09/01/14 Resource Hub 04/28/15
Financial / Business Plans & Models Kinds of Capital Definitions of kinds of nonprofit...More Nonprofit Finance Fund 06/03/14 Report or Article: PDF 02/24/15
Leadership & Culture Pioneers in Justice Case study about the Levi Strauss...More McLeod Grant, Heather Levi Strauss Foundation 05/15/14 Report or Article: PDF 02/24/15
Leadership & Culture TED Talk: Why good leaders make you feel safe What makes a great leader? Management theorist...More Sinek, Simon TED 03/01/14 Video 02/24/15
Financial / Business Plans & Models Transformative Scale: The Future of Growing What Works Exploration of nine approaches that hold real...More Bradach, Jeffre; Grindle, Abe Bridgespan Group Stanford Social Innovation Review 02/20/14 Article: Periodical 02/24/15
Financial / Business Plans & Models What’s Your End Game? Nonprofits can better define scale by...More Gugelev, Alice; Stern, Andrew Global Development Incubator 01/30/14 Report or Article: PDF 02/24/15
Leadership & Culture What it takes to be a great leader The world is full of leadership programs, but...More Torres, Roselinde TED 10/01/13 Video 02/24/15
Financial / Business Plans & Models Generosity Network, New Transformational Tools for Successful Fundraising Authors show how traditional pre-scripted,...More McCrea, Jennifer; Walker, Jeffrey; Weber, Karl 09/24/13 Book 02/24/15
Performance Measurement / Evaluation What Moneyball Didn’t Teach You About Measurement Three lessons for nonprofits from the MIT...More Groves, Rick Chronicle of Philanthropy 04/04/13 Article: Periodical 02/24/15
Financial / Business Plans & Models Under Developed: A National Study of Challenges Facing Nonprofit Fundraising Many nonprofits are stuck in a vicious cycle...More Bell, Jeanne; Cornelius, Maria Compass Point 01/20/13 Report or Article: PDF 02/24/15
General Resources Working Hard and Working Well A companion to Leap of Reason: practical guide...More David Hunter 01/01/13 Book [Free download] 02/24/15
Theory of Change / Strategy The Difference Between Collaboration and Collective Impact A summary of StriveTogether's work...More Edmondson, Jeff StriveTogether StrivingTogether Blog 11/01/12 Article: Blog Entry 04/28/15
Theory of Change / Strategy The Logic Model Guidebook: Strategies for Great Results Concrete and clear step-by-step support for...More Wyatt Knowlton, Lisa; Phillips, Cynthia C. 08/24/12 Book 02/24/15
Financial / Business Plans & Models The Nonprofit Business Plan: The Leader’s Guide to Creating a Successful Business Model. Introduces “Real-Time Strategic Planning,”...More LaPiana, David; Gowdy, Heather; Olmstead-Rose, Lester 07/03/12 Book 02/24/15
Leadership & Culture Forces for Good Authors employed a rigorous research...More McLeod Grant, Heather; Crutchfield, Leslie 05/01/12 Book 02/24/15
Performance Measurement / Evaluation Building Capacity to Measure and Manage Performance. Tools to inform external audiences are...More Forti, Matthew; Yazbak, Kathleen Bridgespan Group 04/23/12 Report or Article: PDF 02/24/15
Leadership & Culture Managing to Change the World Leaders of today’s nonprofit organizations...More Green, Alison; Hauser, Jerry Management Center, The 04/03/12 Book 02/24/15
Leadership & Culture Building Leadership Capacity: Reframing the Succession Challenge Preliminary findings from Brigespan's...More Bridgespan Group 11/09/11 Report or Article: PDF 05/17/16
Leadership & Culture Three Nonprofit Hiring Mistakes to Avoid For one client, four successive poor hires for...More Chang, Curtis Consulting Within Reach (CWR) Stanford Social Innovation Review 09/29/11 Article: Periodical 05/17/16
Leadership & Culture Tribal Leadership: Leveraging Natural Groups to Build a Thriving Organization Shows leaders how to first assess their...More Logan, David; King, John; Fischer-Wright, Halee 06/07/11 Book 02/24/15
General Resources Leap of Reason Inspires leaders in the social and public...More Morino, Mario Venture Philanthropy Partners 06/01/11 Book [Free download] 02/24/15
Performance Measurement / Evaluation Measurement as Learning: What Nonprofit CEOs, Board Members, and Philanthropists Need to Know to Keep Improving Measurement is a hot topic these days in the...More Eckhart-Queenan, Jeri; Forti, Matthew Bridgespan Group 04/25/11 Report or Article: PDF 02/24/15
Performance Measurement / Evaluation The Success Equation Downloadable 4pg tool to help you define your...More Mission Measurement 01/01/11 Tools & Templates 02/24/15
Theory of Change / Strategy Logic Model Workbook This workbook is a do-it-yourself guide to the...More Innovation Network 12/31/10 Tools & Templates 02/24/15
Theory of Change / Strategy Strategy Development Resource: Scaling Impact Identifies strategies pioneers have used to...More Bradach, Jeffrey Bridgespan Group Stanford Social Innovation Review 06/08/10 Article: Periodical 02/24/15
Theory of Change / Strategy Switch: How to Change Things When Change Is Hard In a compelling, story-driven narrative, the...More Heath, Chip and Heath, Dan 02/16/10 Book 04/28/15
Leadership & Culture The Jossey-Bass Reader on Nonprofit and Public Leadership Compiled from an esteemed group of authors,...More Perry, James L. Jossey-Bass Publishers 11/17/09 Book 02/24/15
Leadership & Culture TED Talk: How great leaders inspire action Simon Sinek has a simple but powerful model...More Sinek, Simon TED 09/01/09 Video 02/24/15
Performance Measurement / Evaluation Library of Sample Performance Indicators Challenges to developing a dashboard include...More Compass Point 06/01/09 Tools & Templates 02/24/15
Financial / Business Plans & Models Ten Nonprofit Funding Models Exploration of 10 long-term funding strategy...More Foster, William; Kim, Peter; Christiansen, Barbara Bridgespan Group Stanford Social Innovation Review 03/05/09 Article: Periodical 02/24/15
Leadership & Culture TED Talk: Tribal Leadership David Logan talks about the five kinds of...More Logan, David TED 03/01/09 Video 02/24/15
Leadership & Culture The Five Temptations of a CEO In his first best selling book, The Five...More Lencioni, Patrick 06/23/08 Book 02/24/15
Performance Measurement / Evaluation More Bang for the Buck How three nonprofits succeeded in reducing...More Neuhoff, Alex; Searle, Robert Bridgespan Group Stanford Social Innovation Review 04/01/08 Article: Periodical 02/24/15
Theory of Change / Strategy The Nonprofit Strategy Revolution: Real-Time Strategic Planning in a Rapid-Response World Describes a new way of planning as a fluid,...More LaPiana, David 03/15/08 Book 02/24/15
Performance Measurement / Evaluation Outcome Indicators Project A framework for tracking nonprofit performance...More Urban Institute 01/05/07 Resource Hub 02/24/15
Performance Measurement / Evaluation Making Measures Work for You This guide defines “outcomes” and the...More Foundation Center: GrantCraft 09/05/06 Report or Article: PDF 02/24/15
Financial / Business Plans & Models Business Planning for Nonprofits - What it is and Why it Matters Overview of the process of developing a...More Campbell, Kelly; Doyle, Betsy Bridgespan Group 02/01/06 Report or Article: PDF 02/24/15
Financial / Business Plans & Models Nonprofit Growth Capital: Part 1: Building is Not Buying Seminal report: describing philanthropic...More Overholser, George M Nonprofit Finance Fund 01/01/06 Report or Article: PDF 02/24/15
Financial / Business Plans & Models Costs are Cool - The Strategic Value of Economic Clarity Exploration of the strategic value of good...More Colby, Susan; Rubin, Abigail Bridgespan Group 12/01/03 Report or Article: PDF 02/24/15
Leadership & Culture The Five Dysfunctions of a Team In The Five Dysfunctions, Lencioni discusses...More Lencioni, Patrick 04/11/02 Book 02/24/15
Leadership & Culture The Four Obsessions of an Extraordinary Leader In The Four Obsessions, Lencioni's focus is...More Lencioni, Patrick 09/01/00 Book 02/24/15
Theory of Change / Strategy Logic Model Development Guide Developed to provide practical assistance to...More Kellogg Foundation 12/30/99 Tools & Templates 02/24/15
Leadership & Culture Nonprofit Leadership Development: What's Your "Plan A" for Growing Future Leaders? Plan A treats leadership development not as an...More Kramer, Kirk; Nayak, Preeta Bridgespan Group N/A Book [Free download] 02/24/15
Financial / Business Plans & Models Funding Strategy [Resource Collection] Ideally, a funding model fuels an...More Bridgespan Group N/A Resource Hub 02/24/15
Financial / Business Plans & Models Financial Management [Resource Collection] Resources focused on the roles and...More Nonprofits Assistance Fund N/A Resource Hub 02/24/15
Financial / Business Plans & Models Financial Planning [Resource Collection] Resources focused on creating annual budgets...More Nonprofits Assistance Fund N/A Resource Hub 02/24/15
Financial / Business Plans & Models Financial Strategy and Business Models [Resource Collection] Information on nonprofit business model...More Nonprofits Assistance Fund N/A Resource Hub 02/24/15
Financial / Business Plans & Models Financial Management [Resource Collection] A library of planning, monitoring, operations...More Wallace Foundation N/A Resource Hub 02/24/15
Financial / Business Plans & Models Financial Systems [Resource Collection] List of staff-suggested low-cost and no-cost...More Organizational Effectiveness Program, David & Lucile Packard Foundation N/A Resource Hub 02/24/15
Financial / Business Plans & Models Nonprofit Finance (general) [Resource Collection] Tools and resources on general nonprofit...More Nonprofit Finance Fund N/A Resource Hub 02/24/15
Financial / Business Plans & Models Nonprofit Finance 101 [Resource Collection] A list of key articles and free resources for...More Nonprofit Finance Fund N/A Resource Hub 02/24/15
Leadership & Culture Leadership Effectiveness [Resource Collection] Effectively leading a nonprofit organization...More Bridgespan Group N/A Resource Hub 02/24/15
Leadership & Culture Leadership and Coaching [Resource Collection] List of staff-suggested low-cost and no-cost...More David & Lucile Packard Foundation: Organizational Effectiveness Program N/A Resource Hub 02/24/15
Leadership & Culture Leadership and Management [Resource Collection] Collection of free and fee-based leadership...More Alliance for Nonprofit Management N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Measurement [Resource Collection] Collection of downloadable case studies, and...More Mission Measurement N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Performance Measurement [Resource Collection] Effectively managing a nonprofit's...More Bridgespan Group N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Evaluation Capacity Building Project Clearinghouse [Resource Collection] The Bruner Foundation's Effectiveness...More Bruner Foundation: Effectiveness Initiative N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Measurement Tools [Resource Collection] PerformWell is a collaborative effort...More Perform Well N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Performance Measurement [Resource Collection] Collection of free and fee-based tools and...More Alliance for Nonprofit Management N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Assessment, Accreditation, Evaluation [Resource Collection] Collection of free and fee-based assessment...More Alliance for Nonprofit Management N/A Resource Hub 02/24/15
Theory of Change / Strategy ActKnowledge [Resource Collection] Downloadable publications and related...More ActKnowledge N/A Resource Hub 02/24/15
Theory of Change / Strategy Strategy Development [Resource Collection] Strategy Development: What impact will we hold...More Bridgespan Group N/A Resource Hub 02/24/15
Theory of Change / Strategy Strategic Planning [Resource Collection] List of staff-suggested low-cost and no-cost...More David & Lucile Packard Foundation: Organizational Effectiveness Program N/A Resource Hub 02/24/15
Theory of Change / Strategy Develop Programme Theory/Logic Model [Resource Collection] Better Evaluation article describing the...More Better Evaluation N/A Resource Hub 02/24/15
Theory of Change / Strategy Organizational Development/Planning [Resource Collection] Collection of free and fee-based...More Alliance for Nonprofit Management N/A Resource Hub 02/24/15
Financial / Business Plans & Models Organizational Budget and Budget Calendar Templates Two templates used by attendees of...More Compass Point N/A Tools & Templates 02/24/15
Leadership & Culture Leadership Development Toolkit A growing list of materials with the goal of...More Bridgespan Group N/A Tools & Templates 02/24/15
Leadership & Culture Leadership Diagnostic Survey A free 10-15 minute diagnostic survey to help...More Bridgespan Group N/A Tools & Templates 02/24/15
Leadership & Culture Leadership and Management [Resource Collection] Numerous tools including samples, worksheets,...More Management Center, The N/A Tools & Templates 02/24/15
Theory of Change / Strategy Strategy Development Resource: Living Into Your Strategic Plan Highlights six important steps in the strategy...More Bridgespan Group N/A Tools & Templates 02/24/15
Theory of Change / Strategy Theory of Change Examples, Case Studies, Presentations and Publications Growing set of downloadable Theory of Change...More TheoryOfChange.org N/A Tools & Templates 02/24/15
Performance Measurement / Evaluation Evaluation Capacity Diagnostic Tool Designed to help organizations assess their...More Informing Change N/A Tools & Templates 02/24/15
Performance Measurement / Evaluation Building a Strategic Learning and Evaluation System for Your Organization A framework and set of practices that can help...More Preskill, Hallie; Mack, Kaitlyn FSG N/A Report and Webinar 02/24/15
Performance Measurement / Evaluation TRASI: Tools and Resources for Assessing Social Impact A searchable, expert-reviewed database of more...More Foundation Center / TRASI N/A Resource Hub 02/24/15
Performance Measurement / Evaluation Building Capacity to Measure and Manage Performance [video summary] 12-minute film summary of the research process...More Forti, Matthew Bridgespan Group N/A Video 02/24/15
Leadership & Culture Building a Talent Pipeline Being thoughtful about a nonprofit’s future...More Bridgespan Group N/A Report or Article: PDF 05/17/16