Development preview · Course purchase and software subscriptions are not yet available. Draft work is saved on this browser only.
Course 1 · Clarify · Module 00

Start Here: Your Organisation Journey

See the whole journey before you begin. Describe the organisation you are building, choose the examples that fit your legal form and stage, and record an honest starting point you will revisit at the end of the course.

Free · open to everyone, no purchase needed.

You create: Organisation Profile + Baseline Health Check

4 lessons and reviews · about 1.2 hours including exercises.

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 Start Here workbook.

Begin this module →
Module introduction

Your lesson sequence

  1. 0.1How this course worksUnderstand · Video · Reading · Exercise · Excel: Course map
  2. 0.2Your organisation profileUnderstand · Video · Reading · Exercise · Excel: Organisation profile
  3. 0.3Baseline organisational health checkReview · Video · Reading · Exercise · Excel: Health check
  4. 0.4Your starting pointModule review and output
Excel

Start Here workbook

Module-00-Start-Here.xlsx · included with the course. Sheets: Course map, Organisation profile, Health check.

Sheets named after a tool use that tool’s columns, so the workbook can be imported into the Impact Tools without retyping. The file is being prepared and will be available to course purchasers.

Review your saved outputs →

Tools for this module

Each tool is the live version of work you draft in this module. They are optional; the course and its Excel workbook are complete on their own.

  • Strategic Objectives — Build separate external and internal strategic objectives, with actions, owners, progress and review decisions.
  • Theory of Change Builder — Map the changes you expect and record the assumptions behind them.
  • Strategy, KPIs & Annual Planning — Turn objectives into KPIs with targets and dated results, an annual plan with owners, dates and budget, and quarterly reviews that record decisions. Excel round-trip with the Module 13 workbook (Objectives, KPIs, Annual plan and Results sheets).
  • MEAL Strategy — Define what to collect, who manages it and when; compare monthly planned and actual results, then record review decisions.