Non-profit templates and worksheets
This folder holds worksheets to copy and fill in. Each one is plain text and tables, so it works in any word processor or spreadsheet. Nothing in them is a price or a fact about your organization; you supply those.
Contents
The worksheets
| Worksheet | Use it when | Explained in |
|---|---|---|
| Grant budget worksheet | Writing a proposal or planning next year's budget | Budget lines for hosting and maintenance |
| Volunteer form field worksheet | Designing the volunteer sign-up form, before anyone builds it | Volunteer sign-up form, step by step |
| Roles and permissions worksheet | Giving staff and volunteers accounts | Volunteers as editors |
| Annual publications page outline | Building the page for annual reviews, accounts and governance documents | Annual publications as downloads |
How to use them
- Copy the worksheet into a document your team shares.
- Fill it in with the people who will do the work, not alone.
- Keep the filled-in copy with your project files; it is the record of what was decided and why.
- Review it once a year with the Annual checklist.
Tip
A filled-in worksheet is good evidence for a funder that the project was planned. Attach it to a proposal when the funder asks for a project plan.
More templates elsewhere in the help
| Template | Section |
|---|---|
| Project brief template | Businesses |
| Requirements checklist | Businesses |
| Monthly operations checklist | Businesses |
| Team roles worksheet | Customers |
| Content calendar template | Customers |
| GDPR request log template | Customers |
| Incident notes template | Customers |
| Maintenance agreement template | Customers |
Related pages
- Non-profits: start here
- Checklists
- Business templates
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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