Book X
Forty documents, ready to edit.
Forty finished documents: articles, bylaws, budgets, policies, job descriptions and more. Each is filled in and annotated, so you can see what good looks like before you write your own.
What is in it
Finished documents, not blank templates.
A blank template shows you the shape of a document. These show you a finished one, filled in and annotated: what each part does, what leaving it out costs, and what to check against your own state’s rules.
Among them: a mission statement in three drafts, a first-year budget that balances, and a board meeting recorded twice, so you can see the difference between adequate minutes and good ones.
Good to know
No government forms are reproduced, and each document tells you what to verify locally before you use it. Everything is a Word file you can edit.
The forty documents
Everything in the toolkit.
4 documents
Getting started
The founding paperwork and a mission statement you can stand behind.
- Articles of Incorporation
- Bylaws, Annotated
- Minutes of the Organizational Meeting
- A Mission Statement, in Three Drafts
5 documents
Describing your work
Your program on paper: what you do, for whom, and how you will know it works.
- Theory of Change, on One Page
- Program Map
- Intake Form
- Outcome Measurement Plan
- Photograph and Story Consent
5 documents
Asking for money
The case, the letter and the proposal, plus the donor paperwork the law expects.
- Case for Support
- The Letter That Precedes the Ask
- Gift Acknowledgment
- Grant Proposal Skeleton
- Donor Privacy Statement
5 documents
Managing the money
Accounts, a first-year budget, board reporting, controls and reserves.
- Chart of Accounts
- First-Year Budget
- Board Financial Dashboard
- Internal Controls for a Small Organization
- Reserve Policy
8 documents
Hiring and managing people
From job description to performance conversation, for employees, contractors and volunteers.
- Job Description
- The Posting
- Interview Scorecard
- Offer Letter
- Contractor Agreement
- The Nine Policies
- Performance Conversation Record
- Volunteer Role Description
7 documents
Running the board
Roles, calendar, agendas, minutes, evaluation and succession.
- Board Member Role Description
- Letter of Appointment
- Annual Board Calendar
- An Agenda With a Real Decision On It
- The Same Meeting, Minuted Twice
- Executive Director Evaluation
- Emergency Succession Plan
6 documents
Staying compliant
Calendars, retention, policies, and a checklist of the records to keep in one place.
- Compliance Calendar
- Document Retention Schedule
- Whistleblower Policy
- Data Inventory
- Intellectual Property Assignment
- The Folder: what to keep ready, in one place
Get the complete set
Get all forty documents, plus the nine books that explain them.
The complete set is all ten books in PDF and EPUB, plus editable Word versions of every document on this page. $149, and the books are not sold separately: the complete set is the only way to buy them.