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Course 5 of 5 · Planning System

Sustain & Run: Funding, Partnerships & Operating Plan

Resources, partners and a plan you run · 3 modules · 45 lessons · 58 resources · about 15 hours · This course in the Evidence Library →

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 →

Course introduction

What you’ll build

3 modules, each opening to its lessons and the resources placed inside them.

Module 11Fundraising, Revenue & Sustainable Business Models23 lessons · 37 resources

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

  1. 11.9Major donors20 min
Module 12Partnerships & Ecosystem Building12 lessons · 17 resources

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

  1. 12.12Your Partnership StrategyModule review
Module 13Strategy to Action: Plan, Deliver & Review10 lessons · 4 resources

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