You can now view a digital sneak peek of our Strategies for Success course book! This mini book provides an overview of what you will learn in the Strategies for Success course, along with copies of templates, tools, and worksheets that can can help all project leaders.
General Resources: Infrastructure Sustainability
Ithaka S+R www.sr.ithaka.org:
A research and consulting service that is part of Ithaka, which also includes JSTOR and PORTICO. Houses a wide range of reports on sustaining digital resources, including the publications listed below:
- Guthrie, K., R. Griffiths, and N. Maron. 2008. Sustainability and revenue models for online academic resources. Ithaka S+R and Jisc.
Available at: www.sr.ithaka.org/research-publications/sustainability-and-revenue-models-online-academic-resources
- Maron, N.L. 2014. A guide to the best revenue models and funding sources for your digital resources. Ithaka S+R and Jisc.
Available at: http://www.sr.ithaka.org/publications/a-guide-to-the-best-revenue-models-and-funding-sources-for-your-digital-resources/
- Maron, N.L. and M. Loy. 2011. Revenue, recession, reliance: revisiting the SCA/Ithaka S+R Case Studies in Sustainability. Ithaka S+R, New York.
Available at: www.sr.ithaka.org/research-publications/revenue-recession-reliance-revisiting-scaithaka-sr-case-studies-sustainability
- Maron, N.L., K. Smith, and M. Loy. 2009. Sustaining digital resources: an on-the-ground view of projects today. Ithaka S+R, New York. Commissioned by the JISC-led Strategic Content Alliance.
Available at: www.ithaka.org/ithaka-s-r/research/ithaka-case-studies-in-sustainability/report/SCA_Ithaka_ SustainingDigitalResources _Report.pdf
- Maron, N.L. and S. Pickle. 2013. Searching for sustainability: strategies from eight digitized special collections. Ithaka S+R, New York. Available at:
Mind Tools: www.mindtools.com
–A wide range of resources in leadership, project management, communications, and creativity.
Ember, C. and R. Hanisch. 2013. Sustaining domain repositories for digital data: a white paper. ICPSR, University of Michigan.
Available at www.datacommunity.icpsr.umich.edu
National Science Board. 2005. Long-lived digital data collections: enabling research and education in the 21st Century. National Science Foundation, Arlington, VA.
Available at: www.nsf.gov/pubs/2005/nsb0540/
Smith, D., K. McCluskey, and E. Stackebrandt. 2014. Investment into the future of microbial resources: culture collection funding models and BRC business plans for biological resource centres. SpringerPlus 3:81. doi:10.1186/2193-1801-3-81.
Finance and Business Models
Free information on business planning, examples, templates. Also sells business planning software, has links to data, provides model plans by type of business or service.
Courses, web and iPad applications, and book (provided with course materials).
Free basic information on over 100,000 foundations, staff support, and short courses.
- Finding a 990:
- Proposal writing:
www.grantspace.org: Information and resources for securing funding and operating effective organizations, for example sample proposals prepared in private foundation style; a service of the Foundation Center.
- Sample proposals prepared in a Private Foundation style:
- Finding a Foundation Center Cooperating Collection near you:
- Finding foundation and corporate donors:
MIT Enterprise Forum Business Plan Resource Guide:
(A list of resources focused on writing a business plan.)
Website for the book, The Sustainability Mindset, by Jeanne Bell and Steve Zimmerman; Includes free downloadable templates for generating matrix maps.
www.sba.gov/: Has an online tutorial for preparing a business plan:
Bell, J., J. Masaoka, and S. Zimmerman. 2010. Nonprofit sustainability: making strategic decisions for financial viability. Jossey-Bass, San Francisco.
Bell, J. and S. Zimmerman. 2015. The sustainability mindset: using the matrix map to make strategic decisions. Jossey-Bass, San Francisco.
Berry, T. 2002. Hurdle: the book on business planning. Eugene: Palo-Alto Software Inc. Also see software from Palo-Alto Software, Business Plan Pro.
Chandras, C., et al. 2009. Models for financial sustainability of biological databases and resources. Database, Vol. 2009, Article ID bap017, doi:10.1093/database/bap017.
Dropkin, M., J. Halpin, and B. La Touche. 2007. The budget-building book for nonprofits: a step-by-step guide for managers and boards. Jossey-Bass, San Francisco.
Geever, J.C. 2012. The Foundation Center’s guide to proposal writing. The Foundation Center, Washington, DC.
Komisar, R. 2001. The business case for passion. Leader to Leader 19, Winter 2001.
Larson, R. 2002. Venture forth! The essential guide to starting a moneymaking business in your nonprofit organization. Saint Paul, Amherst H. Wilder Foundation.
Margolin, J.B. 2010. After the grant: the nonprofit’s guide to good stewardship. The Foundation Center, Washington, DC.
Margolin, J.B. and E.K. DiMaio. 2008. The grantseeker’s guide to winning proposals. (includes funder review notes) The Foundation Center, Washington, DC.
Massarksy, C.W. 1988. How to build a business plan. Article developed from “Business Planning for Nonprofit Enterprise” by C.W. Massarsky in Nonprofit Entrepreneur, New York, Foundation Center.
Massarksy, C.W. 2002. A brief tutorial for business planning for nonprofit enterprise. Link to article available at: www.inbest.co.il/ngo/brieftutorial.pdf
Massarsky, C.W. and S.L. Beinhacker. 2002. Enterprising nonprofits: revenue generation in the nonprofit sector. Yale School of Management, The Goldman Sachs Foundation Partnership on Nonprofit Ventures.
Osterwalder, A. and Y. Pigneur. 2010. Business model generation. John Wiley and Sons, Hoboken. (Included in course materials)
Ries, E. 2011. The lean startup. Crown Business, New York.
Steckel, R., R. Simons, J. Simons, and N. Tanen. 1999. Making money while making a difference: how to profit with a nonprofit partner. High Tide Press, New Lenox, IL. Useful publication regarding strategic alliance structures. Please note, publication written from vantage of for-profit audiences.
Planning and Positioning Yourself
Bryson, J. 1995. Strategic planning for public and nonprofit organizations. Jossey-Bass, San Francisco.
Dees, J.G., J. Emerson, and P. Economy. 2001. Enterprising nonprofits: a toolkit for social entrepreneurs. John Wiley and Sons, Hoboken.
Dees, J.G., J. Emerson, and P. Economy. 2002. Strategic tools for social entrepreneurs: enhancing performance of your enterprising nonprofit. John Wiley and Sons, Hoboken.
Freeman, E. 1984. Strategic management: a stakeholder approach. Pitman Publishing, UK.
Gardner, J., R. Raichlin, and H.W. A. Sweeney (Eds.). 1986. Handbook of strategic planning. John Wiley & Sons, Hoboken.
Logic model development guide, publication of the W.K. Kellogg Foundation. Available at: www.wkkf.org/resource-directory/resource/2006/02/wk-kellogg-foundation-logic-model-development-guide
Saul, J. (7 Oct 2014). A simple tool to show how you are measuring progress: the chronicle of philanthropy [Blog post] Available at: https://philanthropy.com/article/A-Simple-Tool-to-Show-How-You/195907
Saul, J. 2014. Benchmarking for nonprofits: how to measure, manage, and improve performance. Wilder Publishing Center, St Paul.
Capterra: www.capterra.com: A searchable collection of business and project management software.
GanttProject at: www.ganttproject.biz
Merlin Project at: www.projectwizards.net
Microsoft Project at: www.products.office.com/en-us/project/project-and-portfolio-management-software
Communication and Outreach
Resources on storytelling, presenting, and strategic communications.
Designed to help you understand the basics of public relations and creating visibility for your organization.
Goodman, A. Storytelling as best practice. The Goodman Center, Los Angeles, CA.
Luna, R. 2013. The art of scientific storytelling: transform your research manuscript using a step-by-step formula. Amado International.
McDonald, B. 2010. Invisible ink: a practical guide to building stories that resonate. Libertary Edition, Seattle, WA.
Mendelow, A. 1991. Stakeholder mapping. Proceedings of the 2nd International Conference on Information Systems. Cambridge, MA.
The Nonprofit Social Media Decision Guide. 2013. Idealware. Available at: www.idealware.org/reports/nonprofit-social-media-decision-guide