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NGO Centre Check your organisation

Platform

Toolkit

51 builders, checklists and registers. All of them are free, need no account, and save your progress in this browser.

Score each risk and name who manages it.

You create
A risk register and a risk map
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Logframe builder

FreeAvailable

Set out goal, outcome, outputs and activities with measurable indicators.

You create
A completed logframe
Format
On screen, with Copy to paste into Word or Excel
Task
Design a programme
Open tool

List costs in one currency and add indirect costs.

You create
A project budget with totals by category
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

See how much income depends on each source.

You create
A funding mix summary
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Choose your rules and assemble a draft policy.

You create
A draft AI use policy for board review
Format
On screen, with Copy to paste into Word or Excel
Task
Adopt technology and AI
Open tool

AI readiness check

FreeAvailable

Ten statements on how ready you are to use AI.

You create
A score with next steps
Format
On screen, with Copy to paste into Word or Excel
Task
Adopt technology and AI
Open tool

Fifteen statements a funder's checks may test.

You create
A score with gaps to close
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Go or no-go check

FreeAvailable

Decide whether an opportunity is worth applying for.

You create
A go, go with care or no-go result
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Answer eight prompts and get a structured concept note.

You create
A concept note ready to edit
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Set out how your work leads to the change you want.

You create
A one page theory of change
Format
On screen, with Copy to paste into Word or Excel
Task
Design a programme
Open tool

Draft a narrative report in the order funders expect.

You create
A narrative report outline
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Build an agenda and papers outline for a board meeting.

You create
A board meeting pack outline
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Draft a safeguarding policy for your board to review.

You create
A draft safeguarding policy
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Strategy on a page

FreeAvailable

Capture direction, priorities and measures on one page.

You create
A one page strategy
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Write a clear role with reporting lines.

You create
A job description
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Gather the documents a funder is likely to ask for.

You create
A checklist of what you hold and what is missing
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Check an application before you press send.

You create
A completed pre-submission checklist
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Close each month the same way.

You create
A month-end checklist
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Record declared interests and how each is managed.

You create
A conflict of interest register
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Compare what you planned to spend with what you spent.

You create
A variance report by budget line
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Workplan builder

FreeAvailable

Plan activities by month, with an owner for each.

You create
A dated activity plan
Format
On screen, with Copy to paste into Word or Excel
Task
Design a programme
Open tool

Asset register

FreeAvailable

Record what the organisation owns and who paid for it.

You create
An asset register
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Track funders from first research to a decision.

You create
A funding pipeline
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Year planner

FreeAvailable

Put every board meeting, filing and report in one calendar.

You create
A twelve month obligations calendar
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Write down what two twinned organisations will do for each other.

You create
A twinning agreement
Format
On screen, with Copy to paste into Word or Excel
Task
Work with other organisations
Open tool

Draft a memorandum of understanding with a partner.

You create
A draft memorandum of understanding
Format
On screen, with Copy to paste into Word or Excel
Task
Work with other organisations
Open tool

Set out a safe route for reporting wrongdoing.

You create
A draft whistleblowing policy
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Agree how the organisation buys goods and services.

You create
A draft procurement policy
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Set rules for the personal information you hold.

You create
A draft data protection policy
Format
On screen, with Copy to paste into Word or Excel
Task
Adopt technology and AI
Open tool

Record decisions and actions in a standard format.

You create
Minutes ready for signing
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Plan the yearly report you publish for supporters and funders.

You create
An annual report outline
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Agree the first actions with your twin.

You create
A 90 day twinning plan
Format
On screen, with Copy to paste into Word or Excel
Task
Work with other organisations
Open tool

Indicator tracker

FreeAvailable

Track each indicator from baseline to target.

You create
A results table with progress against targets
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Funder pack builder

FreeAvailable

Bundle your passport, policies, budget and risk register into one zip for a funder.

You create
A zip of Word and PDF files with a cover page
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Donor exit scenario

FreeAvailable

See how long you could keep going if any one donor stopped.

You create
A planning estimate of months covered for each donor
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Find and replace personal details before text goes into an AI tool.

You create
Text with personal details replaced by labels
Format
On screen, with Copy to paste into Word or Excel
Task
Adopt technology and AI
Open tool

Safe AI prompt kits

FreeAvailable

Ready-made prompts for common tasks, checked for personal details before you copy.

You create
A prompt ready to paste into an approved AI tool
Format
On screen, with Copy to paste into Word or Excel
Task
Adopt technology and AI
Open tool

Field visit log

FreeAvailable

Record visits on your phone, with photos and voice notes kept on this device.

You create
A field visit report as Word or PDF
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Capture most significant change stories, with consent, ready to share.

You create
A story collection as Word or PDF
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Compliance calendar

FreeAvailable

Your own deadlines, with repeats, reminders in your calendar and old policies flagged.

You create
A 90 day view and calendar files for Google or Outlook
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Board meeting mode

FreeAvailable

Run a meeting with a timed agenda, minutes and actions that carry over.

You create
Minutes with decisions, actions, owners and dates
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool

Key person risk map

FreeAvailable

See which tasks only one person can do, and how to cover them.

You create
A key person risk map with suggestions
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Guided questions for someone leaving, so their knowledge stays.

You create
A handover pack as Word or PDF
Format
On screen, with Copy to paste into Word or Excel
Task
Plan an organisation
Open tool

Send a partner a health check by link and compare their answers with yours.

You create
Your and your partner's self-assessments side by side
Format
On screen, with Copy to paste into Word or Excel
Task
Work with other organisations
Open tool

Proposal red team

FreeAvailable

A rule-based checklist that reviews a concept note and lists specific fixes.

You create
A list of specific fixes
Format
On screen, with Copy to paste into Word or Excel
Task
Prepare for funding
Open tool

Flags long sentences, passive voice and sector jargon, with plainer words.

You create
Suggestions for plainer text
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

SDG mapper

FreeAvailable

Find the Sustainable Development Goals and targets your project contributes to.

You create
A confirmed list of goals and targets for a proposal
Format
On screen, with Copy to paste into Word or Excel
Task
Design a programme
Open tool

Test your grant budget against exchange rate changes.

You create
The budget's value and the most exposed lines at each rate
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Work out the cost per person reached, explained fairly.

You create
Cost per person, with a plain-English explanation
Format
On screen, with Copy to paste into Word or Excel
Task
Manage finances
Open tool

Impact one-pager

FreeAvailable

Turn your indicator figures into a printable one-page infographic.

You create
A one-page infographic as PDF and PNG
Format
On screen, with Copy to paste into Word or Excel
Task
Collect and report evidence
Open tool

Incident playbook

FreeAvailable

Step by step guidance and a timestamped record for four kinds of incident.

You create
An incident record as Word or PDF
Format
On screen, with Copy to paste into Word or Excel
Task
Strengthen governance
Open tool