Tools & Resources

Useful materials to help you in your work

Coalitions Work Tools

We develop custom tools or adapt any of our existing tools. Download any of the following Microsoft Word document to help your coalition.

icon pdfAll Documents are in PDF format.


Coalition Start-Up Tools

  • Is a Coalition Right for You?
    A set of questions to help your group decide whether a coalition is the right organizational structure for meeting your group’s goals.
  • Coalition Guides
    5-part series of guides that describe 5 stages of coalition development: pre-formation, formation, implementation, maintenance and institutionalization. Each guide describes what to expect, structure and overall strategy, tasks and products/outcomes.
  • Model Commitment Letter
    A sample letter to use with coalition partners that outlines your vision for collaborative work and the responsibilities and resources that each organization or individual intends to commit to the effort.
  • Checklist to Become a 501 c(3) Non-Profit Organization
    A checklist that details the 15-steps to help your coalition become a non-profit organization.
  • What Makes a Good Lead Agency?
    A checklist of attributes that any good lead or fiscal agent should have in order to support the development and operation of a community coalition.

Coalition Planning Tools

Coalition Building Tools

  • Potential Member Grid
    A table for recruiting organizational partners that lists their activities, accomplishments, contributions, self interests and potential conflicts.
  • Am I a High Functioning Coalition Member?
    A tool to help you self-assess your coalition roles and responsibilities.
  • Am I a Transformational Coalition Leader?
    A tool to help you self-assess whether you have what it takes (or are willing to learn) to become a leader for change.
  • Stages of Team Building
    1-page summary of 5-stages of team building: Forming, storming, norming, performing and mourning (or re-forming) – Great for coalition work groups.
  • Coalition Meeting Check-Up
    10 questions to help your coalition keep its meetings on track.
  • Chair or Facilitator’s Meeting Guidelines
    Guidelines to help coalition Chairs or facilitators plan their before, during and after meeting tasks.
  • Guidelines for Coalition Meeting Etiquette
    Guidelines for conduct among members that assures smooth, effective meetings.
  • Meeting Agenda Template  NEW! 
  • A tool for creating your meeting agenda and organizing your proposed meeting.
  • Meeting Minutes Template   
    A tool for taking and sending minutes that are in easy-to-follow, brief tabular format.
  • What Kind of Member Are You?
    A role play activity where members assume defined roles and simulate a coalition meeting to show how individual attitudes and actions can help or hinder meeting progress
  • Skills Inventory Worksheet
    An inventory of member and leader attributes and skills that can help volunteers assess their potential contributions to the coalition.
  • Member Orientation Packet
    A description of items that might be featured in a 2-pocket member recruitment folder or virtual folder on your coalition website.
  • Coalition Member Gap Analysis                                                                                                                                                       A group activity for determining the organizations and individuals who are missing from the table that could better represent your vital community sectors and diversify your coalition.
  • Buddy Program for Member Recruitment   
    A method for recruiting members to your coalition by connecting with current members.
  • Partnering with Community Sectors 
    A document that describes key community sectors (faith, business, education, schools and government) and tips for understanding and working with each.                        

 Coalition Assessment & Evaluation Tools

Coalition Sustainability Tools