Resource library
Templates, tools and implementation resources
Working resources that turn programme intent into clearer requirements, decisions and systems.
Nonprofit technology assessment
Score your data, systems, reporting, fundraising, people and data protection in ten minutes, and see which two areas to fix first.
Take the assessment →Working templateNonprofit MIS requirements template
A useful nonprofit MIS requirements template captures the programme journey, central record, roles, decisions, forms, indicators, permissions, integrations, migration and adoption measures. It helps teams compare proposals against operating reality instead of generic feature lists.
Read the guide →Working templateSkilling placement and retention tracker
A skilling placement and retention tracker should separate placement claim, verification evidence, current employment state, follow-up attempts and reviewer decisions. It is a practical starting point for smaller cohorts and a clear migration source when a full MIS becomes necessary.
Read the guide →Decision toolNonprofit MIS cost estimator
A nonprofit MIS cost estimator should account for workflow complexity, user roles, data migration, integrations, offline use, security, training and ongoing ownership. It should return a range with assumptions and risk drivers rather than a false fixed quote.
Read the guide →Implementation frameworkTheory of Change to data model guide
Moving from a Theory of Change to a data model means identifying the actors, activities, outputs, outcomes, assumptions and decisions that need records—then removing everything the programme cannot collect or use responsibly. The result is not a database version of every box in the diagram.
Read the guide →Implementation frameworkNonprofit MIS implementation roadmap
A nonprofit MIS roadmap should sequence discovery, data modelling, prototyping, migration, testing, launch and adoption around small complete workflows. Each release needs a decision gate, named owner, evidence of use and a clear boundary for what comes later.
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