Tools
At Transform Consulting Group, we are passionate about equipping you with the tools and resources you need to accelerate your impact.
Sometimes that leads to your organization hiring our team, but we know that’s not always feasible. We have created (and continue to add more) standalone tools and resources to support your efforts for free. Check them out below!
Data-Informed Tools
You may be here because you’re overwhelmed by data. Whether you don’t have the data needed to tell your story, are struggling to manage data that is spread across multiple systems, or want to move beyond compliance and make data meaningful – you have come to the right place.
How to Become a Data-Informed Organization
You can use this toolkit to understand the “why” of data and start viewing it as an asset, rather than an obligation.
Download ToolHow to Become a Data-Informed Organization
You can use this toolkit to understand the “why” of data and start viewing it as an asset, rather than an obligation.
Download Tool
Data-Informed Self Assessment
60% of nonprofit professionals don’t use data. Assess your organization’s data-informedness and find gaps to address!
Download ToolData-Informed Self Assessment
60% of nonprofit professionals don’t use data. Assess your organization’s data-informedness and find gaps to address!
Download ToolUnlock ResourceHow to Become a Data-Informed Organization
You may be grabbing this toolkit right now because you’re overwhelmed by data. Maybe it’s a lack of valuable data that truly tells your organization’s story of impact. Perhaps you have the data, but it’s in several places and impossible to manage. Maybe you’ve only used data to complete the minimal reporting requirements to funders and stakeholders, but you know you’re missing out on an opportunity to make it meaningful.
As #datanerds at Transform Consulting Group (TCG), we are here for you! More and more organizations nationwide are shifting to using data to solve significant, complex issues. Data is genuinely informing their work and next steps. It’s a shift we have made as a company.
This toolkit addresses the “why” of data so you can view data as an asset for shaping your next steps versus an obligation to track progress or remain compliant. We’ll cover what it looks like to become a data-informed organization and the four components you can strengthen as your organization transitions.
Fundraising Tools
All organizations need money to advance their mission. Let us help you create a plan, diversify funding, and use data to inform your fundraising strategies.
Fundraising 101: How to Grow & Diversify Your Funding
This toolkit highlights five funding streams and tangible tips for tapping into new, diverse funding options to reach your fundraising goal!
Download ToolFundraising 101: How to Grow & Diversify Your Funding
This toolkit highlights five funding streams and tangible tips for tapping into new, diverse funding options to reach your fundraising goal!
Download Tool
Fundraising 201: How do I start fundraising?
We don’t want you to have a fund development plan that only looks good in theory. With this toolkit, we help you create an execution plan to start immediately.
Download ToolFundraising 201: How do I start fundraising?
We don’t want you to have a fund development plan that only looks good in theory. With this toolkit, we help you create an execution plan to start immediately.
Download Tool
Fund Development Plan Template
This simple template explains the main elements of a fund development plan and helps you create a plan for your organization.
Download ToolFund Development Plan Template
This simple template explains the main elements of a fund development plan and helps you create a plan for your organization.
Download Tool
Fund Development Continuum
This Fund Development Continuum helps you understand your organization’s effectiveness in fundraising as you grow your fund development capacity in 3 areas: infrastructure, planning, and strategy.
Download ToolFund Development Continuum
This Fund Development Continuum helps you understand your organization’s effectiveness in fundraising as you grow your fund development capacity in 3 areas: infrastructure, planning, and strategy.
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Fundraising Event ROI: Revenue vs. Costs
Before holding your next fundraising event, make sure you’re actually raising money for your organization after all your expenses. Use this tool to determine the return on investment of your initiative.
Download ToolFundraising Event ROI: Revenue vs. Costs
Before holding your next fundraising event, make sure you’re actually raising money for your organization after all your expenses. Use this tool to determine the return on investment of your initiative.
Download Tool
Case Statement Template
A case statement helps you create buy-in from partners and donors as you work to grow your funding. Use this template to formulate your fundraising “ask.”
Download ToolCase Statement Template
A case statement helps you create buy-in from partners and donors as you work to grow your funding. Use this template to formulate your fundraising “ask.”
Download ToolUnlock ResourceFundraising 101: How to Grow and Diversify Your Funding
Are you looking to grow and diversify your funding? After a year like 2020, you’re not alone!
COVID-19 has illustrated the dangers of an “eggs-in-one-basket” funding model for nonprofits across the globe.
90% of nonprofits rely on one funding source, which makes up 90% of their total funding.
We’re passionate about helping you accelerate your impact, and we understand that building your capacity usually comes back to what funding is available. This toolkit highlights 5 funding streams to consider and tangible tips for tapping into new, diverse funding options to reach your fundraising goal!
Unlock ResourceFundraising 201: How Do I Start Fundraising?
We know it’s a challenging time for fundraisers, but it is still possible to meet your fundraising goals!
At Transform Consulting Group, we want to put practical, actionable information in your hands. We don’t want you to have a fund development plan that looks good in theory. We want you to have a clear direction – an execution plan – to start immediately.
Data Dashboard Tools
We believe data is essential to telling your organization’s story and to your organization’s continuous improvement. We create visually appealing dashboards that track, analyze, and display key indicators and metrics to give you a real-time picture of how your organization or specific program is performing.
Data Dashboard Development Process
We love using data dashboards to understand your organization’s impact. This template outlines the important questions we ask our clients before we start the dashboard creation process.
Download ToolData Dashboard Development Process
We love using data dashboards to understand your organization’s impact. This template outlines the important questions we ask our clients before we start the dashboard creation process.
Download ToolStrategic Planning Tools
A strategic plan is an overview of an organization’s big goals and the strategies they will use to achieve success. It serves as a road map for the organization’s work and vision for the future.
Stakeholder Feedback List
An important part of our strategic planning approach is to collaborate. This simple tool helps organize who you want to gather feedback from and what you want to learn from them.
Download ToolStakeholder Feedback List
An important part of our strategic planning approach is to collaborate. This simple tool helps organize who you want to gather feedback from and what you want to learn from them.
Download ToolEvaluation Tools
How effective is your program? Do you know whether it is accomplishing what it was intended to do? We work with our clients to design assessment tools and data collection systems while keeping their current staff capacity in mind.
Fishbone Diagram Template
The Fishbone Diagram is a tool to help identify and examine a problem’s underlying or root causes. You can use this tool to engage your team as you use your data to identify problems and work to make improvements.
Download ToolFishbone Diagram Template
The Fishbone Diagram is a tool to help identify and examine a problem’s underlying or root causes. You can use this tool to engage your team as you use your data to identify problems and work to make improvements.
Download Tool
Driver Diagram Template
The Driver Diagram is interchangeable with the Fishbone Diagram. It shows the relationship between your stated goal, drivers, and change ideas.
Download ToolDriver Diagram Template
The Driver Diagram is interchangeable with the Fishbone Diagram. It shows the relationship between your stated goal, drivers, and change ideas.
Download ToolCoalition Tools
Do you have an issue bigger than one organization can solve alone? Building a coalition may be the answer! Coalitions are commonly used in various sectors, such as economic development, workforce development, and education. It’s the idea that organizations need to work with each other, and often some unusual partners, to make progress and realize their outcomes.
Indiana Employer Toolkit
The Indiana Employer Toolkit provides information to employers about investments you can make in benefits for employees who are parents of young children. The toolkit also describes the return on investment you can expect to see in your business as a result.
Download ToolIndiana Employer Toolkit
The Indiana Employer Toolkit provides information to employers about investments you can make in benefits for employees who are parents of young children. The toolkit also describes the return on investment you can expect to see in your business as a result.
Download ToolUnlock ResourceIndiana Employer Toolkit
The Indiana Employer Toolkit provides information to employers about investments you can make in benefits for employees who are parents of young children. The toolkit also describes the return on investment you can expect to see in your business as a result.
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