Boss on a Budget/Nonprofit Startup Workbook: The Nonprofit Founder's First Year Workbook

Nonprofit Startup Workbook: The Nonprofit Founder's First Year Workbook

Stress-Free Startup: Get the Essential Guide for Your Nonprofit's First Year

Have you tried to start your nonprofit with no success? Maybe you've completed your paperwork but you have no idea what to do next.

I’ll help you develop a solid one-year plan to successfully launch your nonprofit and position you to gain funding and change your community.

Does this sound like you? Do you struggle with...

✓ Understanding all the requirements for starting a nonprofit

✓ Knowing what to prioritize and what can wait

✓Creating a one-year plan that helps you focus

✓ Understanding what makes a nonprofit successful, especially in the first year

Many nonprofits fail during their startup years, NOT because their founders don't have wonderful ideas - but it's because they don't have the roadmap they need to be successful. Completing the paperwork is one story - but it can be confusing to figure out what to do once your paperwork has been approved.

How do you know what to focus on?

How do you start fundraising so you can hire staff?

How can you position your nonprofit in order to receive funding?

Your ability to make it will depend on the foundation you create in your first year.

With my nonprofit startup workbook, I will lay out your roadmap for your first year. In the workbook, I will guide you through simple exercises and questions, which covers all the possible areas you need to consider when starting a nonprofit. Before you know it, you'll have a solid plan to *crush* your first year.

Sign up now to use my workbook to create a nonprofit that will change your community!

You've put this off long enough. Start taking the steps to finally start the nonprofit you've been talking about for years.

Don't let fear or lack of knowledge be the reason that you don't start your nonprofit. Don't let another year go by where you once again quiet that voice inside of you that's pushing you to get started. Learn exactly you need to have a solid plan that will finally let you start serving your community.

Get ready to....

✓ Finally follow through with your vision

✓ Understand all the administrative requirements for your new organization

✓ Position your organization to be ready for funding

✓ Have a solid one-year plan

This workbook helps equip you and your board with all the tools you need for a clear roadmap for your first year.

This workbook is for you if…

✓ You've been putting off starting your nonprofit

✓You need step-by-step instruction to get things done

✓ You need guidance for starting a nonprofit all in one place

✓ You’re ready to launch your vision

Learn the steps you should take to test your idea and make sure it's the right time to start a nonprofit, and to make sure the idea is really a need in your community.
Learn what policies and procedures you should have in place to ensure that you have a smooth launch. Learn how you should set up your financial policies and how to create a budget.
Learn the right forms to establish your nonprofit and apply for federal tax-exempt status.
Learn how to register your nonprofit and have the right legal language to be able to accept donations.
Use the checklist to review what insurance you will need for your nonprofit.
Use our guided worksheet to develop a brand which includes a guide to choose colors and fonts. This section also covers the communication strategies you will use in your first year.
Learn how to create outcomes for your programs, and how to develop a logic model that can be used for grant proposals.
Learn all the important policies and services you need to have in place to hire staff. Review the payroll requirements and important paperwork you need to have on file for staff.

What's Included in the Workbook?

10 guided worksheets and 4 BONUS worksheets to guide you through the startup process:

📌Idea and Development
📌Execution
📌One Year Strategic Plan
📌Budget and Fundraising Plan
📌Federal & State Forms
📌Fundraising
📌Insurance
📌Communications & Branding
📌Performance and Evaluation
📌Staffing & Hiring

PLUS *FOUR* bonus worksheets which include a worksheet to help you flesh out your nonprofit idea, a case statement exercise, a community mapping exercise, and a financial controls worksheet to help develop your accounting procedures!

Please note that this is for organizations that want to become 501(c)(3) organizations. The course will not provide specific instruction for state or IRS forms - you should consult a lawyer when it pertains to those forms.

Contents

Pre-Worksheet

Pre_worksheet_-_Need_Assessment_fillable.pdf
  • 63.9 KB

Download the Entire Workbook Here

PLEASE NOTE: This workbook does not walk you through any state or federal forms. Please consult a lawyer if you have a question about filling out paperwork.


This workbook is fillable, which means you can type directly into the boxes.

Boss_on_a_Budget®_Nonprofit_Startup_Workbook_fillable.pdf
  • 1.46 MB

Individual Worksheets

Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Introduction.pdf
  • 377 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 1.pdf
  • 247 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 2.pdf
  • 172 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 3.pdf
  • 90.9 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 4.pdf
  • 163 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 5.pdf
  • 110 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 6.pdf
  • 120 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 7.pdf
  • 108 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 8.pdf
  • 263 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 9.pdf
  • 253 KB
Boss_on_a_Budget®_Nonprofit_Startup_Workbook_Worksheet 10.pdf
  • 160 KB

Bonus Worksheets

Bonus_Worksheet__Case_Statement_fillable.pdf
  • 82.8 KB
Bonus_Worksheet_Financial_Management_fillable.pdf
  • 66.3 KB
Bonus_Worksheet_501c3_Nonprofit_Checklist_Costs_fillable.pdf
  • 71.4 KB
Bonus_Worksheet_Community_Mapping_Exercise_fillable.pdf
  • 97.5 KB

Live Videos

These Instagram Live videos include live trainings on different worksheets in the startup workbook.
Logic Model_Worksheet 9.mp4
  • 28 mins
  • 145 MB
Insurance and Communications_Worksheets 7 and 8.mp4
  • 42 mins
  • 196 MB
Budgets and Fundraising - Worksheets 4-6.mp4
  • 47 mins
  • 241 MB
Strategic Planning Budgeting and Fund planning in Year 1-Worksheets 3 and 4_.mp4
  • 53 mins
  • 282 MB

Let's get to work!

It didn't take me long to figure out that I was a problem solver.  I've always had a knack for staring a problem head-on and breaking it down into small, conquerable pieces. I've been in the nonprofit sector for 12 years and have seen small communities who have the passion and skills, but need the knowledge to put forth their visions. I create content to help you solve your ultimate problem: how to build a strong nonprofit and translate your passion into mission.