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.
Digital Data Inventory
This simple one-page inventory is an easy place to start taking stock of your organization's digital data management.
Data for Mission
What data do you need to achieve your mission, and how do you get it?
Organizational Policy Inventory
This worksheet will help you understand the gaps in your organization's digital policy suite.
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.
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.
Proposal Review Guide
This tool is designed for reviewers of grant applications that involve the significant use or development of digital data or tools.
These guidelines will help you shape a productive working relationship between external data experts (volunteers or contractors) and nonprofits or foundations.
Checklist – Data and NGOs
What should nonprofits and foundations discuss with data consultants or volunteers to make sure the partnership succeeds?
Data Maturity Framework
A readiness assessment tool for nonprofit data projects.