Tools and Resources

Tools and Resources


A good resource or tool can go a long way. Here's a list of helpful templates, articles, checklists and more that are sure to be a great addition to your toolbox. 

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from the CompassPoint team here

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Leadership and Management

Sample Professional Development Plans:


  • Coaching and Philanthropy ProjectThe Coaching and Philanthropy Project was created to assess and advance coaching as a strategy for building effective nonprofit organizations. The project site includes action guides for and about coaching for funders, nonprofits, and coaches and a comprehensive online toolkit that includes FAQs, tools, case studies, and reports. 

Finance and Strategy

Executive Transitions

Boards and Governance

  • Board Café Archives - Board Café is a column for and about nonprofit boards that was a standalone publication of CompassPoint's from 1997 to mid-2008, You can access past issues from this period in the Board Café Archives. 
  • Governance Documents Templates
  • Nonprofit Board Basics Online - A virtual online orientation for those new to or interested in board membership. Includes an interactive virtual conference experience, the option to “attend” sessions and have "conversations" with characters, and an online self-assessment and virtual conference bag of resources. Made possible through the support of the Silicon Valley Community Foundation and Cisco Systems Inc. 



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