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.

Toolkit - How to become a data-informed organization cover

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.

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Toolkit - How to become a data-informed organization cover

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.

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Data informed Self Assessment

Data-Informed Self Assessment

60% of nonprofit professionals don’t use data. Assess your organization’s data-informedness and find gaps to address!

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Data informed Self Assessment

Data-Informed Self Assessment

60% of nonprofit professionals don’t use data. Assess your organization’s data-informedness and find gaps to address!

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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 Toolkit

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!

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Fundraising 101 Toolkit

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!

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Fundraising 201: How do I start fundraising?

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.

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Fundraising 201: How do I start fundraising?

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 Tool
Fundraising 101 Toolkit

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. 

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Fundraising 101 Toolkit

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. 

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Fund Development Continuum

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.

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Fund Development Continuum

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.

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Fundraising Event Budget Template

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.

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Fundraising Event Budget Template

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 Tool
Case Statement Template

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.”

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Case Statement Template

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.”

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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

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.

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Data Dashboard Development Process

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.

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Strategic 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.

Strategic Plan - Stakeholder Feedback List

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.

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Strategic Plan - Stakeholder Feedback List

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.

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Evaluation 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

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. 

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Fishbone Diagram Template

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. 

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Driver Diagram Template

Driver Diagram Template

The Driver Diagram is interchangeable with the Fishbone Diagram. It shows the relationship between your stated goal, drivers, and change ideas.

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Driver Diagram Template

Driver Diagram Template

The Driver Diagram is interchangeable with the Fishbone Diagram. It shows the relationship between your stated goal, drivers, and change ideas.

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Coalition 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 Thumbnail

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.

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Indiana Employer Toolkit Thumbnail

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.

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Tools

Data Informed Tool

Data-Informed Tools

Toolkits address the “why” of data.

Data Informed Tool

Data Dashboard Tools

It is still possible to meet your fundraising goals

Data Informed Tool

Strategic Planning Tools

We’ll work to identify the key stakeholders to inform your planning process.

Data Informed Tool

Evaluation Tools

How effective is your program? Is it working as intended?

Data Informed Tool

Fundraising Tools

With simple, practical tools, your team can diversify funding streams.

Data Informed Tool

Coalition Tools

Is your issue bigger than one organization can handle? A coalition may be the answer!