Resources
Filtered by: - Theme (Organisational Planning & Management)
Checklist for Running Inclusive Events
The database enables you to filter potential actions based on the type of event you are running and the specific needs of your participants. It includes tabs with more detailed guidance for particular requirements. While structured as a checklist, not every item will apply to every event or audience—use it to spark ideas as well as an aide-mémoire.
Created: 2025-11-27
Language:
EN
Small Organisation Checklist
The Small Organisation Checklist is a organisational self-assessment especially designed for small organisations.
Created: 2025-10-07
Language:
EN
Introducción a las estrategias de comunicación
¿Deseas tener comunicaciones más efectivas? ¿Te resulta difícil establecer prioridades o a menudo no tienes suficiente tiempo? Ya sea que seas miembro del personal de una ONG o un profesional de la comunicación, ¡este curso es para ti! Sabemos que trabajar en una ONG exige mucho tiempo. Las comunicaciones pueden…
Created: 2025-05-13
Language:
ES
Guide for Developing a Theory of Change with a Biodiversity Focus
A guide to take you through the steps for creating or adapting a Theory of Change (ToC).
Created: 2025-01-13
Language:
EN
Developing a theory of change with a biodiversity focus resource for Facilitators
This resource should be used as the facilitators notes for 'Developing a Theory of Change with a Biodiversity Focus'. This resource includes prompts, spaces to write notes, and reflections.
Project Management for Wildlife Conservation
Professional guidence on managing any type of conservation project.
Created: 2024-08-15
Language:
EN
Supporting Organisational Resilience in Partners: 8 Lessons Learned
This briefing document shares learning from the first 3 years of Fauna Flora’s Conservation Resilience Fund.
Created: 2024-06-14
Language:
EN
Idea Screening and Selection for Sustainable Innovation
This template helps you assess new opportunities and initiatives against core purpose, values, capacity and external developments.
It is used to support your board, teams and other stakeholders when considering new developments, projects or funding opportunities.
Created: 2023-06-02
Language:
EN
Clarifying Responsibilities with MOCHA
This is a tool for clarifying decision-making and roles within a project.
Created: 2023-04-26
Language:
EN
Developing a Theory of Change: Workshop Guidance Notes
A theory of change (ToC) is a system of ideas intended to explain how we think change happens or will happen in the area we want to address, and how we intend to work to influence these changes. It can be a powerful approach to support programmatic and organisational learning and adaptation processes.
Created: 2023-04-13
Language:
EN
Job evaluation: considerations and risks
We take a close look at the key issues you need to address before deciding whether job evaluation is right for your organisation. This booklet focuses on the preparation period before embarking on job evaluation. The booklet also explains how analytical job evaluation works in practice and discusses in more detail the use of factor plans. Page 19* a schematic that breaks job descriptions down into skill, responsibility, working conditions, effort, and asks that each of those be assigned factors/levels. This would help with fair and transparent job banding.
Created: 2023-03-24
Language:
EN
Innovative M&E from the Sandbox and beyond
Who would find this resource useful? Organisations, movements, and people who aim to contribute towards, monitor and measure systems change or transformation. An organisation would use this resource when... ...they want to learn from new ways of doing monitoring and evaluation (M&E) that are coherent with the complex nature of…
Created: 2023-03-15
Language:
EN
Accessing support. A collaborative introduction to online support, networking and learning opportunities
This session looks at what stops us accessing external resources, how to prioritize given the many resources available and the limited time, and shares a few highlighted resources to support organisational resilience in the conservation sector.
Created: 2022-12-20
Language:
EN
The setting of a charity's risk appetite
The consideration of risk and how risk is managed is particularly important for charities because their governance structure means that those who are ultimately responsible for the charity, its Trustees, are not normally involved in the day to day running of its operations.
Created: 2022-12-19
Language:
EN
Organisational Resilience Check
Organisational Resilience Check template This resource is the offline version of the Organisational Resilience Check assessment on this website. Who would find this resource useful: If your internet connection is not strong or you work best offline, then downloading the template here may be easier than working through…
Created: 2022-12-19
Language:
EN
Eight hallmarks of a risk aware charity
Identify the hallmarks of a risk aware organisation
Created: 2022-12-19
Language:
EN
How resilient is your organisation?
Talk and Q&A with FFI’s Partnerships and Organisational Development Programme
Created: 2022-12-19
Language:
EN
The Art of Being Ready for Anything. What is organisational resilience and why should we care?
Keynote speech of FFIs/WCSs Organisational Resilience Festival, November 2022. Tracy Hatton from Resilient Organisations takes us through what organisational resilience is, why should we care and where should we start.
Created: 2022-12-19
Language:
EN
Oryx Journal: Capacity for Conservation articles
This collection of papers acknowledges the challenges to build sufficient conservation capacity to deliver effective, timely nature protection at the scale needed. Each article however, demonstrates a clear understanding of the task ahead and provides evidence to support many of the approaches being taken to tackle these challenges.
Governance: a guide for international NGOs
Who would find this resource useful? Trustees of large and international not-for-profit organisations. An organisation would use this resource when... …looking to develop a framework for governance best practice and practically applying these principles to the everyday operations of your organisation. How can this resource help? Each section within the…
Created: 2022-08-09
Language:
EN
Oryx Journal paper: What makes conservationists persevere? Resilience strategies at work
Resilience (i.e. positive adaptation to professional challenges) can help individuals thrive in their roles. We interviewed 22 conservationists with professional experience working in low-income countries with high biodiversity and explored what helped and what hindered them in their work. We used thematic analysis to identify factors related to positive and negative psychological states and strategies to promote resilience at work. The results revealed factors that were associated with positive psychological states, including achievements and recognition for work.
Created: 2022-07-28
Language:
EN
Monitoring, evaluation and learning: a toolkit for small NGOs
This toolkit, written by Anne Garbutt, is a concise guide to monitoring, evaluation and learning (MEL), intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs…
Created: 2022-07-05
Language:
EN
Strategic planning: a toolkit for small NGOs
This toolkit, written by Rick James, is a concise guide to strategic planning intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs working in international…
Created: 2022-07-05
Language:
EN
Partner capacity strengthening: a toolkit for small NGOs
This toolkit, written by Catherine Squire, is a concise guide to partner capacity strengthening intended specifically for use by small non-governmental organisations (NGOs). The toolkit is one of five produced as part of the Strengthening Small Organisations with Big Ambitions project (2021-22), which aimed to strengthen small UK-based NGOs working in…
Created: 2022-07-05
Language:
EN
The RAPID Decision-Making Tool for Nonprofits
RAPID® is a way to assign roles in a decision process. It helps clarify who provides input to a decision, who shapes the decision and ultimately decides on it, and who carries out the decision once it is made.
Created: 2022-01-28
Language:
EN
Developing and modelling a positive safeguarding culture: A tool for leaders
A tool to help facilitate honest discussion and generate conversations to support teams or organisations to make important culture changes within their working environments in relation to safeguarding.
Created: 2022-01-27
Language:
EN
Maliasili resources
Maliasili is an online platform which aims to enable talented local conservation organisations to become more effective at what they do, overcome their challenges, and achieve greater impact. Their wide range of free resources are designed to build organisational capacity.
Created: 2021-12-16
Language:
EN
Governance and NGOs Strengthening the Board
A workshop designed to build the capacity of boards of directors and support them in developing and sharing models of good governance practice.
Created: 2021-09-27
Language:
EN
PESTLE Analysis
A PESTLE analysis is a framework to analyse the key factors (Political, Economic, Sociological, Technological, Legal and Environmental) influencing an organisation from the outside. It offers people professionals insight into the external factors impacting their organisation. The analysis is flexible, so organisations can use it in a range of different scenarios. People professionals and senior managers can use the results to guide strategic decision-making.
Created: 2021-09-15
Language:
EN
Safeguarding resources
An organisation might use this resource when those within the organisation need to understand what safeguarding is and access guidance resources, and tools to help improve safeguarding policies and practices within the organisations and throughout their programmes of work.
Created: 2021-07-14
Language:
EN
The M&E Universe
The M&E Universe is a free, online resource developed by INTRAC to support development practitioners involved in monitoring and evaluation (M&E). It consists of a series of short papers (2-6 pages) on different subjects related to M&E. The M&E Universe has specifically been designed to support civil society organisations (CSOs) and draws many of its examples from the work of NGOs and other types of CSO.
Created: 2021-03-31
Language:
EN
Understanding Impact
Using your theory of change to develop a measurement and evaluation framework. This guide is for charitable service providers who seek to evaluate their work or measure their impact. ‘Measuring’ in this instance means using data and evidence, both quantitative and qualitative, to gain useful insights about a charity’s work.…
Created: 2020-08-06
Language:
EN
Partnerships Action Plan / Plano de Ação para as Parcerias (English & Português)
Title Chauá Society's partnership management action plan, as part of its strategic plan Chauá Society Founded in 2003, after six years of informal existence, the Chauá Society is a non-profit organisation whose mission is to be a reference institution in nature conservation, integrating scientific research, training, development and implementation…
Created: 2019-06-03
Language:
EN
Skills Mapping & Prioritisation for the Pogány-havas Association
Synopsis The Pogány-havas Association works to conserve mountain hay meadows in Romania, which are among the most biodiverse in Europe but are at immediate risk from abandonment or conversion into sheep pasture. With a broad mandate and many varied projects, we were overwhelmed by a sense of obligation to communicate…
Created: 2017-11-02
Language:
EN
Behaviour Change Toolkit
This toolkit gives you the know-how you need to understand people’s behaviours and to help them to make positive changes in their lives. It should be used when preparing programme strategies, developing project proposals, and reviewing the quality of your interventions. Understanding exactly which factors prevent people from practising the promoted…
Created: 2017-08-01
Language:
EN
Designing Comprehensive Partnering Agreements
As the number and complexity of partnerships has grown, so has our understanding of the principles and processes by which they work and can become successful. While partnering theory has been developed directly from practice, it is rare for that theory to be backed up by evidenced academic research. This publication demonstrates an effort to…
Created: 2017-06-01
Language:
EN
Stakeholder analysis presentation
Who would find this resource useful? Any organisation wishing to clarify the content and scope of their stakeholder influence. An organisation might use this resource when... ...their organisation would like to adopt a more strategic approach and use resources more efficiently, by actively choosing key stakeholders upon whom to focus. How…
Created: 2016-10-18
Language:
EN
BirdLife Cyprus' experience of developing Council Terms of Reference
Synopsis BirdLife Cyprus, like most conservation organisations, started from a purely voluntary basis and gradually grew into an organisation that employs about 10 staff, making it a medium sized organisation in Cyprus. On the one hand it is lucky to have a long serving Council whose members provide stability, on the…
Created: 2016-07-01
Language:
EN
Workshop Bank
This website provides users with a wide range of online learning tools related to facilitation. These are particularly valuable if you have complex organisational issues to resolve, problems with team members and social cohesion, or a complex problem you need to solve with the help of many different stakeholders. On…
Created: 2016-04-25
Language:
EN
Measuring Impact
Need to measure the impact of your intervention on biodiversity conservation, but don't know where to start? This pdf document has been produced by the social science sector, outlining in great detail how impact measurement is conducted today - it can be applied to many conservation projects, and is particularly useful for…
Created: 2016-04-25
Language:
EN
Policies and Procedures - Sections Template
Is your NGO starting to grow or are you just starting out, and need to outline internal policies and procedures? This document outlines different sections typically found in a Policy & Procedures manual, highlighting sections such as general principles, banking & cash management, statutory compliance and many others.
Created: 2016-04-25
Language:
EN
Funding Tracker - Salaries & Time
This tool is similar to the Funding Tracker and the Funding Tracker - Organisations vs. Programmes, in that it allows you to catalogue and manage your salaries and time costing's according to different donors and funders. Make sure to also download the…
Created: 2016-04-25
Language:
EN
Funding Tracker - Organisational vs. Programme
Organise your fundraising work by prioritising it according to your organisation as a whole. It may be divided into two different sections: Organisational needs All the items (people’s salaries, services, travel, materials, equipment) needed to be able to run the basic office/programme activities) Programme needs All the items (people’s salaries, services,…
Created: 2016-04-25
Language:
EN
Organisational Roles - Template and Outline
Is your NGO starting to grow or are you just starting out, and need to clarify/outline internal roles? This document outlines different organisational roles within NGOs, detailing the types of responsibilities typically appointed to the individuals holding these roles.
Created: 2016-04-25
Language:
EN
Financial Strategy Template
Need to outline your financial strategy but don’t know where to start? This template is an example of a typical financial strategy for an NGO. It details different sections which are valuable to include, along with supplying advice on what to consider when writing one, and how to describe and…
Created: 2016-04-25
Language:
EN
Annual Work Plan Tool
If you are looking for an easy way to organise your annual work plan, so that you can better manage your daily, weekly, and monthly activities, then this excel spread sheet may help!
Created: 2016-04-25
Language:
EN
Strategic Planning Workshop
Who would find this resource useful? Anyone planning or facilitating a strategic planning process for a non-governmental organisation An organisation might use this resource when…. Undertaking strategic planning How can this resource help? This is a set of slides which can be used to run a strategic planning workshop. Please…
Created: 2015-08-10
Language:
EN
Organizational Strengthening: Realizing Potential, Increasing Impact
Who would find this resource useful? Any organisation going through a planning or strengthening process, and organisations that enable others to build their capacity or increase organisational strengthening. An organisation might use this resource when…. ...considering what are the key domains of an organisational strengthening process, and the different approaches to analyse,…
Created: 2015-02-26
Language:
EN
What We Know About Exit Strategies: Practical Guidance For Developing Exit Strategies in the Field
The goal of this guidance document is to improve our collective understanding and ability to develop and implement sound Exit Strategies from Developmental Relief Programs. The topic of ‘Exit Strategies’ confounds and eludes emergency and development practitioners alike. In the dynamic context of southern Africa, the mere mention of ‘an…
Created: 2015-01-22
Language:
EN
Facilitating stakeholder workshops
Stakeholder workshops are increasingly used in research projects, yet despite planning and preparation an event can falter due to poor facilitation, leading to confusion and disengagement of stakeholders. Many researchers mistakenly think that because they are good at chairing meetings with academics, they can facilitate a stakeholder workshop.
Created: 2015-01-22
Language:
EN
Multi-Criteria Decision Analysis
What is Multi-Criteria Decision Analysis (MCDA)? MCDA (also called Multi-Criteria Evaluation/Analysis or Multi-Criteria Decision Modelling) is a tool for exploring issues and making decisions that involve multiple dimensions or criteria. It allows economic, social and environmental criteria, including competing priorities, to be systematically evaluated by groups of people. Both quantitative and qualitative data can…
Created: 2015-01-22
Language:
EN
How to write a policy brief
Who would find this resource useful? Anyone developing organisational policies. An organisation might use this resource when…. ...Putting together a policy brief. How can this resource help? This small guidance document is an annex to the resource Stakeholder Engagement Handbook. It contains useful, straight-forward guidance and suggestions on…
Created: 2015-01-22
Language:
EN
Budgeting
Who would find this resource useful? This toolkit is aimed at those who have limited or no experience of budgeting. Perhaps you have not been involved in running an organisation or project before, or not been involved in the financial management side before. Now you are faced with budgeting and…
Created: 2014-10-08
Language:
EN
Staff Appraisal Template and Notes
Who would find this resource useful? An organisation that wants to implement a simple staff appraisal system. An organisation might use this resource when…. wanting to implement a staff appraisal system. The purpose of Appraisal is: To ensure that staff are carrying out their duties to the standard required To ensure…
Created: 2014-09-26
Language:
EN
Tools and techniques for managing change
Who would find this resource useful? Leaders and facilitators helping organisations to function and to develop, and anyone interested in fostering healthy human organisation An organisation might use this resource when…. Seeking to better understand your own organisation or those you work with Seeking to better understand and facilitate change…
Created: 2014-08-22
Language:
EN
Code of Ethics & Conduct for NGOs (Arabic) / مدونة الأخلاقيات والسلوك للمنظمات غير الحكومية (باللغة العربية)
Who would find this tool useful? Anyone looking at how an organisation should be conducted ethically, through a broad spectrum of areas, such as Fundraising, HR, Governance, Partnerships, Finance, Communications, Organisational Management, etc. An organisation might use this resource when…. Reviewing their organisation's operations, taking into account its principles,…
Created: 2014-03-31
Language:
EN
Code of Ethics & Conduct for NGOs (Spanish) / Código Ético y de Conducta de las ONG (español)
Who would find this tool useful? Anyone looking at how an organisation should be conducted ethically, through a broad spectrum of areas, such as Fundraising, HR, Governance, Partnerships, Finance, Communications, Organisational Management, etc. An organisation might use this resource when…. Reviewing their organisation's operations, taking into account its principles,…
Created: 2014-03-31
Language:
EN
Code of Ethics & Conduct for NGOs
Who would find this tool useful? Anyone looking at how an organisation should be conducted ethically, through a broad spectrum of areas, such as Fundraising, HR, Governance, Partnerships, Finance, Communications, Organisational Management, etc. An organisation might use this resource when…. Reviewing their organisation's operations, taking into account its principles,…
Created: 2014-03-31
Language:
EN
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Financial Sustainability Workshop
Who would find this resource useful? Anyone planning or facilitating a financial sustainability process - or finance strategy - for a non-governmental organisation An organisation might use this resource when…. Undertaking financial planning, or looking at their organisation's financial sustainability How can this resource help? This is a…
Created: 2014-02-17
Language:
EN
Strategic Planning Workshop Facilitation Notes
Who would find this resource useful? Anyone planning or facilitating a strategic planning process for a non-governmental organisation An organisation might use this resource when…. Undertaking strategic planning How can this resource help? This is a set of notes that guide the facilitation of a series of strategic planning workshops…
Created: 2013-09-09
Language:
EN
Developing a Communications Strategy
Who would find this resource useful? This tool will help you if you need to develop a communications strategy, but are not familiar with the process or structure to do so. Regardless of your role in your organisation, this will guide you through the tasks and rationale behind a sound…
Created: 2013-06-03
Language:
EN
Core Administration Fundraising for Long-term Strength and Sustainability
Synopsis Nigerian Conservation Foundation (NCF) is Nigeria’s foremost environmental conservation organisation. Established as a non- governmental organisation in 1980 and registered in 1982, NCF has a vision of a Nigeria where people prosper while living in harmony with nature. It is a membership organisation and maintains a leading voice on…
Created: 2012-11-16
Language:
EN
Strategic Planning Toolkit
Who would find this resource useful? This toolkit will help you if you have had only limited experience in planning or in strategic planning. Perhaps you have not been involved in running an organisation, project or department before. Or perhaps you have not been involved in the planning side of…
Created: 2012-11-14
Language:
EN
The Barefoot Guide to Learning Practices and Social Change
Who would find this resource useful? Leaders, facilitators and practitioners wanting to improve and enrich their learning processes. It is intended for individuals, organisations and for social change practice in the field. An organisation might use this resource when…. Improving organisational learning for a positive and lasting impact. How can…
Created: 2012-11-14
Language:
EN
The Barefoot Guide to Working with Organisations and Social Change
Who would find this resource useful? Leaders and facilitators of civil society organisations wanting to help organisations to function and to develop in more healthy, human and effective ways. An organisation might use this resource when…. Improving organisational effectiveness. How can this resource help?
The guide, with its supporting website,…
Created: 2012-11-14
Language:
EN
Operational / Annual Plan Template
Who would find this resource useful? This template is useful for individuals who need to develop an operational plan for their organisation, and who wish to align their operational plan clearly with their organisational strategic plan. An organisation might use this resource when…. Developing its annual operational plan or workplan…
Created: 2012-11-14
Language:
EN
Example Strategic Plan for a Small CSO
Who would find this resource useful? Those wishing to see an example of simple strategic plan outline and structure An organisation might use this resource when…. You are developing a strategic planning process. You begin the planning for a new project or organisation. You feel you need to review your…
Created: 2012-11-14
Language:
EN
Corporate Planning for NGOs
Who would find this resource useful? Anyone wishing to learn more about strategic planning for NGOs An organisation might use this resource when…. You need some ideas to help you plan a strategic planning process. You begin the planning for a new project or organisation. You feel you need to…
Created: 2012-11-14
Language:
EN
Action Planning
Who would find this resource useful? Those who have had only limited experience in planning, are still unsure of how to plan your activities, or feel unsure that you are “doing it right” An organisation might use this resource…. When you need to plan operationally, on the basis of a…
Created: 2012-11-13
Language:
EN
Planning Overview
Who would find this resource useful? Those who have had only limited experience in planning An organisation might use this resource when…. When you need to plan strategically as well as operationally and to make a distinction between the two. When you need some ideas to help you plan a…
Created: 2012-11-13
Language:
EN
Making Connections: Theory of Change for Planning and Evaluation
Who would find this resource useful? Voluntary or community sector organisations. An organisation might use this resource when…. …wanting to bring about change – whether at an individual, organisation, community or policy level. How can this resource help? This guide is an introduction to the ‘theory of change’ approach to…
Created: 2012-11-13
Language:
EN
Ya’axché’s Experience of Strategic and Operational Planning
Synopsis Ya’axché is a local Belizean organisation that works to maintain healthy forests, rivers and reefs in the Maya Golden Landscape. The organisation’s core challenges include financial sustainability and linking its monitoring activities to overall program effectiveness. Ya’axché conducted a participatory strategic planning process resulting in a simple but comprehensive…
Created: 2012-11-12
Language:
EN