CompassPoint is pleased to make the following information available to the nonprofit community.


Budgeting Resources

CompassPoint offers two workshops and one clinic for nonprofit organizational budgeting.  If you are looking to revamp you organization’s budgeting process and tools, these three sessions are designed in conjunction to walk you through the entire process start to finish! These two templates are used in our budgeting offerings. The Budget Template is referenced in all three offerings and is the primary tool used in our Building Your Organizational Budget in Excel. and the Budget Calendar Template is primarily used in our Developing Your Organizational Budgeting Process clinic. In Building your Organizational Budget in Excel, will be using the following Case Study.

To find out more about our budgeting workshops click here.

Guide and Template for Fiscal Policies and Procedures

CompassPoint has developed a well-organized, time-saving template and accompanying guide to make it a bit easier for you to write or update your organization’s fiscal policies and procedures. We believe that the most important part of developing policies and procedures is that they are discussed, agreed upon, and regularly reviewed by both the decision makers in an organization and by those who will be implementing them on a day-to-day basis. There is no “one size fits all” template that will work for all organizations, but this template and guide offer a recommended structure for policies and procedures as well as some questions to guide you in considering what is best for your organization.

Internal Controls Checklist

Internal controls are a set of policies and procedures to prevent deliberate or misguided use of funds for unauthorized purposes.

The Nonprofit Organizational Dashboard: Library of Sample Performance Indictors

Many organizationals are turning to the use of dashboards and performance metrics to track progress towards organizational goals. CompassPoint is collecting sample indicators and has compiled them into this library.

Governance Documents

CompassPoint is pleased to share our organization’s articles of incorporation, bylaws, and key governance documents. We invite you to download and adapt any and all of these documents for your own use. [Please note that these materials are provided for informational purposes only and do not constitute legal advice. You should not rely upon this information for any purpose without seeking the advice of an attorney in your state taking into account applicable state and local laws as well as the facts of your specific situation. CompassPoint thus expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of the documents posted on this website.] Learn More.

Sample Professional Development Plans

Templates to help you create a professional development plan.

template Prof Dev.doc

Sample Development Plan Template.doc

Tem Tem

Internal Controls Checklist

Internal controls are a set of policies and procedures to prevent deliberate or misguided use of funds for unauthorized purposes.


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