Sustain & Run: Funding, Partnerships & Operating Plan
Resources, partners and a plan you run. Resource models by organisational form, income streams, proposals, pipelines, stewardship and sustainability. Identify, assess, design, formalise, manage, evaluate and renew or exit partnerships. Annual plan, KPIs, deliverables, capacity, dependencies, Gantt, integration and the review cycle.
US$29 one-time · lifetime access · 45 lessons and reviews · about 15 hours.
Every lesson has a short video, the written explanation with examples, a guided exercise that saves into your organisation pack, and a sheet in the module’s Excel workbook.
Or get all five courses for US$109 and save US$36. Compare →
What you’ll build
3 modules, each opening to its lessons and the resources placed inside them.
Module 11Fundraising, Revenue & Sustainable Business Models
Every organisation needs a sustainable resource model, but the model depends on what kind of organisation you are. Nonprofits, charities and foundations usually raise funds from grants and donations; companies and social enterprises earn revenue from customers; hybrids combine both. Start with the foundations, then study the income streams that fit your model, and learn how to win, keep and report on support.
You create: Sustainable Resource Strategy · Excel: Module-11-Fundraising-Revenue-Business-Models.xlsx
- CoreTen Nonprofit Funding Models · BridgespanLibrary →
- PracticalBusiness Model Canvas · StrategyzerLibrary →
- CoreFinding Your Nonprofit's Funding Strategy · BridgespanLibrary →
- Go deeperHow Small and Midsize US Nonprofits Get Their Funding · BridgespanLibrary →
- Go deeper"What Must Exist": The Architecture of a New Civil Society · STAR-Ghana Foundation (J. V. Koomson)Library →
- PracticalEthics Education: Sample Cases on Solicitation and Stewardship of Philanthropic Funds · Association of Fundraising Professionals (AFP)Library →
- CoreInternational Statement of Ethical Principles in Fundraising · Association of Fundraising Professionals and partner bodiesLibrary →
- PracticalEU Funding & Tenders Portal: Online Manual · European CommissionLibrary →
- CoreUN Partner Portal · UN Secretariat, UNICEF, UNFPA, UNHCR and WFPLibrary →
- PracticalCandid funder search (Foundation Directory) with free access via partner locations · CandidLibrary →
- CoreThe Six Grantmaking Practices of Trust-Based Philanthropy · Trust-Based Philanthropy ProjectLibrary →
- CoreLocal Resource Mobilisation: A How-to Guide · Global Network of Civil Society Organisations for Disaster Reduction (GNDR) with Change the Game AcademyLibrary →
- PracticalCharity Fundraising: A Guide to Trustee Duties (CC20) · Charity Commission for England and WalesLibrary →
- PracticalCrowdfunding and Charities: Information for Charities, Donors and Fundraisers · Australian Charities and Not-for-profits Commission (ACNC)Library →
- CoreCode of Fundraising Practice · Fundraising RegulatorLibrary →
- CoreShould Nonprofits Seek Profits? · William Foster and Jeffrey Bradach (Harvard Business Review, hosted by Bridgespan)Library →
- PracticalTrustees, Trading and Tax: How Charities May Lawfully Trade (CC35) · Charity Commission for England and WalesLibrary →
- Go deeperGuidance Notes to the Co-operative Principles · International Co-operative Alliance (ICA)Library →
- CoreSocial Enterprise: A Typology of the Field Contextualized in Latin America · Kim Alter, Inter-American Development BankLibrary →
- PracticalSocial Business Model Canvas · Social Innovation LabLibrary →
- Go deeperIn Search of the Hybrid Ideal · Battilana, Lee, Walker and Dorsey (Stanford Social Innovation Review)Library →
- CoreGood Finance: Knowledge Hub and 'Is it right for us?' diagnostic · Good Finance (Big Society Capital and partners)Library →
- Go deeperWhat You Need to Know About Impact Investing · Global Impact Investing Network (GIIN)Library →
- CoreDonor Finder (2023 edition) · CIVICUSLibrary →
- PracticalGrantNav · 360GivingLibrary →
- CoreHow to Write a Grant Proposal · Candid LearningLibrary →
- PracticalSample Documents: funded proposals, letters of inquiry and budgets · Candid LearningLibrary →
- PracticalIntroduction to Project Budgets · Candid LearningLibrary →
- PracticalFive Initiatives for Successful Cost Recovery · HumentumLibrary →
- Go deeperThe Nonprofit Starvation Cycle · Ann Goggins Gregory and Don Howard (Stanford Social Innovation Review)Library →
- CoreThe Donor Bill of Rights · Association of Fundraising Professionals, AHP, CASE and Giving InstituteLibrary →
- CoreAnnotated Model Grant Agreement (AGA) · European CommissionLibrary →
- PracticalHarmonised Narrative Reporting: the 8+3 Template (Grand Bargain) · Grand Bargain Workstream 9, co-convened by Germany and ICVALibrary →
- PracticalFundraising Effectiveness Project (FEP) · Association of Fundraising Professionals and GivingTuesdayLibrary →
- CoreHow to Test Your Idea: Start with the Most Critical Hypotheses · Strategyzer (Alexander Osterwalder)Library →
- Go deeperLean Impact: How to Innovate for Radically Greater Social Good · Ann Mei Chang (Wiley)Library →
Module 12Partnerships & Ecosystem Building
No purpose-led organisation achieves its mission alone. Learn to identify the partners and ecosystem actors that matter, assess fit and risk, design fair partnerships with clear roles and governance, formalise them, manage the relationship, measure its value and decide when to renew, scale or exit.
You create: Partnership Strategy · Excel: Module-12-Partnerships-Ecosystem.xlsx
- CoreCollaboration Spectrum Tool · Tamarack InstituteLibrary →
- CorePrinciples of Partnership: A Statement of Commitment · Global Humanitarian Platform (hosted by ICVA)Library →
- PracticalValue Proposition Canvas · StrategyzerLibrary →
- CoreTracing Power and Influence in Networks: Net-Map as a Tool for Research and Strategic Network Planning · International Food Policy Research Institute (Schiffer and Waale)Library →
- CoreChapter 2: Due Diligence, Monitoring and End Use of Funds · Charity Commission for England and WalesLibrary →
- PracticalCharter for Change Due Diligence Passporting Tool · Humentum with Charter for Change membersLibrary →
- CoreEquitable Partnerships and Localisation: Pocket Guide · International Council of Voluntary Agencies (ICVA)Library →
- Go deeperTime to Decolonise Aid: Insights and Lessons from a Global Consultation · Peace Direct with Adeso, Alliance for Peacebuilding and Women of Color Advancing Peace and SecurityLibrary →
- CoreThe Partnering Toolbook (4th edition) · The Partnering Initiative (Ros Tennyson) with UNDP, GAIN and IAEALibrary →
- CoreHow to Strengthen Collaboration: A Toolkit for Civil Society Organisations · Global Network of Civil Society Organisations for Disaster Reduction (GNDR) and The Partnering InitiativeLibrary →
- PracticalMemorandum of Understanding (MoU) Template · tools4devLibrary →
- CoreTransforming Partnerships in International Cooperation · Peace DirectLibrary →
- CoreRisk Sharing Framework · Risk Sharing Platform (Grand Bargain, IASC; co-led by the Netherlands Ministry of Foreign Affairs, ICRC and InterAction)Library →
- CoreBuilding Equitable Partnerships: Tools Pack · Plan International and Social Development Direct (SDDirect)Library →
- Go deeperCollaboration Factors Inventory (3rd edition) · Wilder ResearchLibrary →
- CoreLiving Our Values in the Distress of Exit · INTRACLibrary →
- Go deeperIs There Such a Thing as Responsible Exit? · INTRAC (Rick James)Library →
Module 13Strategy to Action: Plan, Deliver & Review
Bring every plan from the course into one operating plan you can run. Turn multi-year objectives into this year’s priorities, KPIs, deliverables and a realistic timeline; integrate budget, risks, funding, communications and partnerships; then set the review rhythm that keeps the organisation learning and improving.
You create: Organisation Operating Plan · Excel: Module-13-Strategy-to-Action.xlsx
- CoreAction Planning (CIVICUS Toolkit) · CIVICUS: World Alliance for Citizen ParticipationLibrary →
- PracticalProject DPro Guide · PM4NGOsLibrary →
- Go deeperGovernment Functional Standard GovS 002: Project Delivery (version 2.1) · UK Government (Infrastructure and Projects Authority)Library →
- PracticalGuide to Using a Program Strategy Map · The Bridgespan GroupLibrary →
- Go deeperAdaptive Management: What It Means for CSOs · Bond (Michael O'Donnell)Library →