This section includes checklists and worksheets developed by peer organizations that you can adapt to your work.
Do you have a resource to share? Let us know.
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Digital Data InventoryThis simple one-page inventory is an easy place to start taking stock of your organization's digital data management.
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Data for Mission
What data do you need to achieve your mission, and how do you get it?
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Organizational Policy Inventory
This worksheet will help you understand the gaps in your organization's digital policy suite.
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Digital Organizational Chart
This chart will help you visualize your organization's staff and board structure, and identify who is responsible for digital data, skills and capacity.
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Guide to Proposal Development
This checklist will help you incorporate good digital data management and governance practices into your program planning and fund development proposals.
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Proposal Review Guide
This tool is designed for reviewers of grant applications that involve the significant use or development of digital data or tools.
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Engagement Guidelines
These guidelines will help you shape a productive working relationship between external data experts (volunteers or contractors) and nonprofits or foundations.
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Checklist – Data and NGOs
What should nonprofits and foundations discuss with data consultants or volunteers to make sure the partnership succeeds?
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Data Maturity Framework
A readiness assessment tool for nonprofit data projects.
