Resources
Tools & Resources for Stronger Organizations
Whether you're strengthening personal wellness, improving organizational systems, or expanding community impact, these resources are designed to help you identify opportunities, build stronger foundations, and take meaningful action, at your own pace.
Free Downloads
Workforce Stability Self-Assessment
A 5-minute, 15-question self-assessment to help you identify risks in your documentation, workforce continuity, and monitoring readiness — before a funder does.
Wellness Balance Assessment
A 5-minute, 40-question self-assessment to help you evaluate your overall wellness, identify areas for growth, and pursue balanced living across eight key dimensions of life.
Digital Toolkits
Documentation Defensibility Toolkit
$97
Everything you need to build a documentation system that stands up to scrutiny.
Includes:
•15-Point Documentation Checklist
•Sample Policy & Procedures Guide
•3 Essential Templates (Intake, Service Log, Labor-Hour Tracking)
•Quick-Start Implementation Guide
Perfect for organizations preparing for a monitoring visit, grant renewal, or audit.
HUD Section 3 Compliance Starter Kit
$197
Understand your obligations, track your efforts, and be ready when the monitor calls.
Includes:
•Section 3 Applicability Flowchart
•Qualitative Efforts Tracking Log
•Sample Job Posting Language
•Labor-Hour Benchmarks Guide & Reporting Checklist
Essential for organizations receiving CDBG, HOME, or other HUD-covered funding.
Digital Systems
Monitoring Readiness System
A comprehensive, self-guided framework to evaluate your organization’s systems before a HUD monitor does. Includes:
• 21-Page Interactive Readiness Playbook
• Fillable Scorecards for Documentation, Workforce, and Systems
• Automated Risk Tier Dashboard
• Stabilization Action Plan, and Templates: Perfect for leadership teams who want to conduct an internal readiness review and build a stabilization plan without hiring an external consultant.
Community Health Ministry Toolkit
$97
Move from good intentions to meaningful community impact with a structured framework for planning, implementation, and ministry growth.
Includes:
• Community Health Ministry Readiness Assessment
• Community Health Needs Assessment Workbook
• Community Health Ministry Strategic Planning Workbook
• Health Event Planning Template
• Health Ministry Service Log
• Annual Health Ministry Action Plan
• Facilitator Guide
• Software Recommendation Framework
• Quick-Start Implementation Guide
• README & Toolkit Guide
Designed for churches, faith-based organizations, and faith-based nonprofits seeking practical tools for assessment, planning, partnerships, outreach, and community impact.
You're Not Burnt Out, You're Imbalanced
A faith-based eBook to the 8 Dimensions of Wellness designed to help you identify areas of imbalance and create a practical path toward greater alignment.
Includes:
- 8 Dimensions of Wellness Framework
- Practical reflection exercises
Wellness Balance Assessment & 30-Day Growth Plan
Discover which areas of wellness are thriving, and which areas may need greater attention.
This companion resource helps you evaluate your current level of wellness across eight key dimensions, visualize your results through the Wellness Wheel, and create a personalized 30-day action plan for growth.
Includes:
- 8 Dimensions Wellness Assessment
- Wellness Score Summary
- Wellness Wheel Snapshot
- Guided Reflection Questions
- 30-Day Wellness Growth Plan
- Weekly Progress Check-Ins
- 30-Day Reflection
Designed to complement You're Not Burnt Out, You're Imbalanced, this resource helps transform awareness into intentional action.
Not Sure Where to Start?
Not sure which resource is right for your organization?
Schedule a complimentary 30-minute Discovery Call and we will help you identify exactly where your gaps are and what you need to address them.
