Organizational Tips and Tools

Our toolbox provides practical guidance on strategic planning, theory of change, work planning, management routines, fundraising, budgeting, communications, and more.

Download in English and French.

 
Don't shy away from communications

Communication for conservation

Use this toolkit to identify why, to whom, and how to communicate your conservation impact.

Strategic-Planning-Summary-Cover.jpg

STRATEGIC PLANNING: THE FOUNDATIONS

Here are the key foundations for developing a great strategic plan.

Strategic-Planning-Infographic.jpg

STRATEGIC PLANNING INFOGRAPHIC

Print and stick this infographic (A4) on your wall - to help you navigate your strategic planning journey.


Strategic-Planning-Worksheet-Cover.jpg

STRATEGIC PLANNING WORKBOOK

This workbook is designed to help you get started in thinking through core elements of the strategic planning process.


Screen+Shot+2018-09-07+at+20.04.54.jpg

Creating Effective Annual Work Plans

A strong overarching annual work plan gives an entire organization a framework for achieving impact and results. Learn how to use this tool, download our Annual Work Plan Framework PDF.


Weekly-goals.jpg

Get things done with Weekly Goals

Follow these tips to keep your priorities in focus.


Screenshot 2021-07-14 at 11.36.17.png

Year-End Communications

Here’s a simple framework to guide you as you develop your year-end communications.


Screenshot+2020-08-05+at+01.02.25.jpg

Slack Tips and Tricks

We’ve said it before and we’ll say it again, we love Slack! It has improved our internal communications and collaboration and is especially great for remote teams. Here we share our top tips and tricks, which some of our partners and peers are already putting into practice.


Screenshot+2020-08-11+at+23.22.18.jpg

Create Core Messages

Core messages summarize what an organization is all about. They should quickly and clearly convey an organization’s purpose and work, and motivate someone to learn more. Download this handout to help you develop your core messages.


Screenshot+2020-11-26+at+18.02.48.jpg

Know your Audience

To achieve your communications goals you must understand who it is you need to reach, influence and engage with. You can’t reach everyone, so be very specific and understand their needs, from what type of information they want to how they want to receive it.


Icon.jpg

Practicing Prioritization

An ability to prioritize can be what sets great organizations apart from others. Exceptional organizations set ambitious goals and regularly achieve or exceed them. This requires strong leaders who keep their teams focused on the right goals, and who manages them to deliver results.


Management+Tools.jpg

Management Fundamentals

Management is about getting groups of people to work together to execute activities that deliver on the goals of an organization. You could distill this into 3 intertwined parts: goals, people and activities.


Fundraising_Graphic-web.jpg

Foundations of Funding

To generate Resources, an organization needs to focus on: Results, Relationships and Reputation.


Partnerships.jpg

Building Strong Partnerships

This publication pulls together a range of resources, insights, guidance, and case studies that inform the design and maintenance of stronger partnerships between international NGOs and local CSOs in Africa and perhaps elsewhere.

By Well Grounded and Maliasili.


Strengthening_African_CSOs.jpg

Strengthening African CSOs

This study aims to better understand African CSOs’ organizational needs, interests, and challenges; to explore how funders and partners are working to address those needs; and to identify opportunities for better practice and investments in strengthening African CSOs.

By Well Grounded and Maliasili.


Strategy_graphic.jpg

The Backbone of Strategy

Poster: Five Basic Questions to Evaluate Your Organization’s Mission and Strategy


Boards.jpg

The Effective Board

This document defines the purpose and core functions of a board, the roles and responsibilities involved, and the key processes to ensure the board supports an organization to achieve its goals.


Board+Summary.jpg

The Effective Board - Summary

An effective board of directors performs its core functions—governance, strategy, and resourcing—with an eye toward fulfilling the organization’s mission and meeting constituent needs.


tips-tools-2.jpg

Five questions for every Organisation

Stay focused on the heart of the matter - purpose and approach


Organizational_strategy.jpg

Organizational Strategy

An overview of the role that strategy and strategic planning plays in all organizations in guiding their investments, thinking, performance, and growth.


Spoor-tracking.jpg

Strategic Communications

When done with purpose, strategy, and planning, communications can be a valuable asset for any organization.