Tools

Easily track and manage monthly expenses with this worksheet designed for small businesses or nonprofits. Categorize costs like payroll, overhead, marketing, and program expenses to improve cash flow, budgeting, and financial planning.

This toolkit is designed to help assess strategic position using the SWOT (Strengths, Weaknesses, Opportunities, Threats) framework. It guides you step-by-step through evaluating internal and external factors for smarter planning and decision-making.

This worksheet is an easy-to-use planning tool designed to help set clear, actionable, and measurable goals. Use this SMART goal template to improve strategic planning, boost team performance, and achieve impactful results faster.

Keeping a business coaching journal helps track progress, clarify goals, and reflect on insights from coaching sessions. It promotes accountability, sharpens decision-making, and fosters continuous personal and professional growth.

Market research is essential for startups and established businesses to identify customer needs, analyze competitors, and spot emerging market trends for strategic growth. This market research checklist helps businesses define target markets, study competitors, and evaluate demand and trends efficiently.

Nonprofits must produce various fundraising reports to build donor trust, ensure compliance, and show donation impact. These reports highlight transparency, accountability, and mission success, which are key to effective fundraising.