The Nonprofit Flywheel Tools

The Playbook is meant to be used, not just read. Explore downloadable graphics, assessments, templates, checklists and deeper-dive resources designed to help you turn ideas into action. Use them with your team, board or organization to keep your Flywheel moving. 


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Setting the Flywheel in Motion

Funder Checklist by Flywheel Driver

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Nonprofit Flywheel

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Nonprofit Lifecycle (by Flywheel Driver)

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How to Create Change

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Impact

Impact-Driven Loop

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Example KPIs by Flywheel Driver

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Impact Culture Organizational Checklist

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Logic Model - Generic 

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Logic Model - Layered

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Impact Measurement Process

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Brand

Strategy, Marketing & Tactics

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The 5C's of Nonprofit Marketing

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Storytelling Pitch Outline - Exercise #1

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Storytelling Big Idea Brainstorm - Exercise #2

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Storytelling Hollywood Outline - Exercise #3

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Vision, Mission & Values

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Revenue

The Four Systems of Financial Health

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Financial Sustainability Check-Up

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The Mission-Money Matrix

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Generations – As Workers /Individuals

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Generations – As Donors

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The Mission-Money Matrix EXAMPLE: Events

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Operations

Strategic Planning Process

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Types of Strategic Plans

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Change Diagnostic

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Opportunity Assessment

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Social Venture Building Blocks

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Feasibility Assessment Questions

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Feasibility Assessment EXAMPLE Scorecard

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Culture

Culture as an Iceberg

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Vision, Mission and Values

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Types of Culture

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5 Keys to Success for Employee Engagement in Nonprofits

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Governance

Board Icebreaker Bingo Game

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“Best Board Member” Bingo Game

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Board Commitment Form

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Board 360 / Effectiveness Survey

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Sample CEO Succession Timeline

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Sample CEO Recruitment Timeline

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Board/CEO Transition - Readiness Checklist

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Merger & Acquisition Presentation Slides - Annual State Bar of Texas 

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Merger, Acquisition & Exit Options

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Recommended M&A Timeline

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