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How to Use the Toolkit Getting Started What to do Next

We think the tools will work best when used as group exercises with staff, board, and/or community partners. We believe that the more inclusive the group that uses the tools, the more complete the information and analysis that will result from your efforts. In fact, working together with community partners on a shared vision of your community’s issues is one way to begin to take on the sorts of leadership roles and build the sorts of partnerships that we emphasize in On the Brink of New Promise. Some of the tools may also be helpful prompts for CEO or board leadership conversations or for other small groups to use.

The tools are intended not as definitive, finished products; they are working documents that represent our current best efforts to create materials that will be useful to community foundations as they work on the ground in their communities. Because the world continues to change rapidly, the tools are not meant as one-time assessments. They are intended to be iterative, to be revisited regularly as a way of checking to make sure that your organization continues to stay in step with the changing context and needs of your community.

Because the situation of every community foundation is different, we have created the tools as documents that can easily be edited and customized—so each community foundation can freely tailor the language and content to fit its unique setting. (We ask only that you give attribution to Blueprint Research & Design, Inc. and the Monitor Institute when you use the materials).

The tools can be used individually or collectively, and the order in which they are used will depend on your own circumstances. You and your colleagues, board members, and local consultants will be in the best position to decide what tools are most appropriate, what order to use them, and how to customize or modify them.

For more information about how you can use the toolkit or structure a process around it, read about how to Get Started or download the full Guide to Using the Toolkit document.

Getting Started


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