PRACTICAL PLANNING TOOLS

Move from framework to planning conversation.

Use the five local-first planning tools to map funding, strengthen people systems, prepare leadership responses, adapt language, and stress-test continuity over 24 months.

TOOL 1 · The Money

Funding Mix Mapping Worksheet

Visualize revenue sources, identify concentration risks, and pinpoint diversification opportunities.

Open Tool

TOOL 2 · The People

Staff Retention & Cross-Training Checklist

Assess retention and cross-training practices that help protect people through funding disruption.

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TOOL 3 · The Leadership

Scenario Planning Guide

Stress-test leadership response to a 3-day payment shock and a 30-day non-renewal warning.

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TOOL 4 · Mission Adaptability

Linguistic Flexibility Guide

Adapt language while preserving the underlying mission, values, and evidence base.

Open Tool

TOOL 5 · All Four Pillars

24-Month Continuity Stress Test

Project resilience across all four pillars over the next 24 months.

Open Tool

COMPREHENSIVE EXPORT

Build a planning portfolio.

Combine saved worksheet responses from the tools into one local PDF for leadership review. No worksheet data is sent to a server for this export.

Report contentsFunding Mix Mapping Worksheet No saved responses yet.Staff Retention & Cross-Training Checklist No saved responses yet.Scenario Planning Guide No saved responses yet.Linguistic Flexibility Guide No saved responses yet.24-Month Continuity Stress Test No saved responses yet.Include Organization NameAvailable Advisor Briefs Export Advisor Briefs from each individual tool report when available.

Saved worksheet responses will appear here after you begin using the tools.