Downloadable Resources

Use the following links to download the listed file.

Templates:

Cash Flow Training Part 2 (Excel)
Gift Card Sign-In Sheet (PDF)
ROI Example (Word)
Boilerplate Proposal Template (Word)
Proposal Meeting Agenda Template (Word)
Proposal Production Plan Template (Excel)
Proposal Timeline Tool (Excel)
Grievance Policy Template (Word)
Sample Org Chart (PPT)
Sign In Sheets (Word)
Cash Flow Training Tool- Year 1 and 2 (Excel)
Cash Flow Training Tool- PA8 and Year 3 (Excel)

Webinar Slide Decks:

04.02.2025 Planning, Budgeting, and Forecasting
03.26.2025 Revisiting Cashflow
03.12.2025 Onboarding New Employees
03.05.2025 De-Escalation Navigating Tension Building Trust and Strengthening Impact
02.26.2025 Staff Professional Development
02.19.2025 Program Creation: Planning & Development
02.12.2025 Creating and Developing Policies and Procedures
02.05.2025 Site Visit Monitoring Tool
01.29.2025 Understanding Ethics in Nonprofits
01.22.2025 Building An Effective Board of Directors
01.15.2025 Strategic Plans Who What Huh
01.08.2025 Creating Your First Annual Report
12.17.2024-Cash Flow Training Part 3
12.04.2024-Cash Flow Training Part 1
11.27.2024-Storytelling for Impact How to Tell Your Nonprofit’s Story
11.13.2024-Leveraging Community as a Nonprofit
11.06.2024-Giving Tuesday
10.30.2024-Effective Volunteer Recruitment and Retention Strategies
10.23.2024-Human Resources 101
10.16.2024-Guardians of the Network Protecting Your Organization
10.09.2024-General Voter Registration Part 2
10.02.2024-Empowering Communication Strategies For Handling Grievances Effectively
09.25.2024-Data and The Importance of Outcomes
09.18.2024-Budget Transfer Requests
09.11.2024-Social Media for Non Profits
09.04.2024-General Voter Registration Part 1
08.28.2024-Finding Grants
08.21.2024-Quarterly Milestone Reporting FAQs
08.14.2024-Budget Management 101
08.07.2024-Effective Case Management Strategies for Documentation
07.31.2024-Apricot Training
07.17.2024-Disability Accommodations for CA Nonprofits
07.10.2024-Fiscal Sponsorship for Nonprofits
06.26.2024-HIPAA & OSHA Requirements
06.19.2024-Introduction to the Audit Process
06.12.2024-Embracing Diversity Equity and Inclusion
06.05.2024-Budget Basics
05.29.2024-TrustLayer
05.22.2024-Introduction to Meditation
05.15.2024-Managing Mental Health in the Workplace
05.01.2024-Charity One Insurance
04.24.2024-How to Build an Organizational Budget
04.17.2024-Budgets with Bradley
04.10.2024-CA Nonprofit Tax Reqs

Other Technical Assistance Resources:

10 Step Annual Budget Checklist (PDF)
Overview of Fiscal Transactions (PDF)
Managing Burnout, Compassion Fatigue, and Stress (PPT)
Preventing Burnout (PPT)
Mental Health in the Workplace (PPT)
Emergency Action Plan (PDF)
Employee Benefits (PDF)
Employee Handbook Checklist (PDF)
Employer Checklist for Creating Mentally Healthy Workplaces (PDF)
HIPAA Compliance Checklist (PDF)
HIPAA for Nonprofits (PDF)
Hiring Family Members What You Need to Know (PDF)
Networking Tips for Nonprofits (PDF)
New Hire Onboarding Checklist (PDF)
Nonprofit Compliance 101 (PDF)
Nonprofit Audit Prep Checklist (PDF)
Questions to Ask a Potential Fiscal Sponsor (PDF)
The Power of Networking (PDF)
What Do Audits Mean in Finance & Accounting (PDF)
TA Email Signature Gmail (PDF)
Zip Drives 101’s (PDF)
(Incomplete) List of Attachments (PDF)
Financial Tips (PDF)
Getting Ready for the Audit Checklist (PDF)
Find Your First Grant Fillable Worksheet (PDF)
HR Toolkit for Small & Med Nonprofits (PDF)
The Ultimate Pre-Employment Screening Checklist (PDF)
Understanding HIPAA Compliance (PDF)
Understanding Password Security (PDF)
Understanding Performance Improvement (PDF)
What and Why About Technical Assistance (PDF)