Free toolkits

Our toolkits

Every fundraiser and organisation hits moments where something is not working, and knowing why, and what to do next, is hard. These toolkits give you practical, tested resources to move from insight to action.

Each one comes from the frameworks we use in client work: strategy mapping, root cause analysis, organisational health and systems thinking. They are free to download and easy to share.

Start with a free diagnostic

Pages from the Line of Sight Diagnostic worksheetEffective Fundraising System diagnostics

Line of Sight Diagnostic

Thirty minutes. A diagnostic mirror, not a guide. Designed to be a little uncomfortable in the right way. Best done with two or three senior colleagues.

Get the diagnostic
Also free

Fundraising System Stress Test

Two minutes, sixteen questions. See which part of your system is carrying the most strain.

Take the Stress Test

The diagnosing dysfunction toolkit

A leadership team working together around a table

Imagine telling a doctor about a rash that appeared on your leg yesterday, and hearing that the best thing is to amputate straight away. You would not go ahead.

We have seen what happens when organisations jump to solutions before diagnosing the dysfunction. It leads back to the same place every time. These tools help you find what needs fixing, the best way to fix it, and how you intend to do it.

  1. Organisational Strategy Map

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  2. Fundraising Strategy Map

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  3. SIPOC Map

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  4. Cause and Effect

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  5. Why, Why, Why

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  6. Problem Solve

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  7. Organisational Health Pulse

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  8. Thinking in Bets

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