Capacity Building Templates

OT-Consultancy Group offers strategic organizational management templates that are designed to make your organization more standardized and effective. We recommend that our clients use Google Drive to utilize and coordinate organizational affairs but each template can also be downloaded and converted into Microsoft products but some functionality may be lost. 

Our templates can be purchased as an entire collection, folder, or by individual template. Each folder includes a Read File that explains its contents and how the folder/templates are meant to be used. These documents are user guides for new staff and volunteers and should be kept within the folders. This will save you training time in the future. 

We offer the full collection of templates for $150, that’s a $40 value than purchasing them individually. If you’re interested in purchasing an individual template from one of the folders, please contact templates@otconsultancy.org .

Our Organizational Management Template Collection includes:

Entire Template Collection ($49.99)

Training Session with OT-Consultant (additional $50)

  • Board of Directors Explained Document
  • Board of Directors Contact Spreadsheet
  • Board of Directors Meeting Minutes Document
  • Board of Directors Handbook Template and Example
  • Board of Directors Bios and Photos Folder
  • Communications and Public Relations Folder Explained Document
  • Email Content Folder
    • Emails Content Folder Explained Document
    • Finalized Emails Folder
    • Ongoing Emails Folder
    • Email Workflow Spreadsheet 
  • Logos Folder
  • Pictures Folder
    • Action Photos Folder
    • Scenery and Landscape Photos Folder
  • Print Media Folder
    • Print Media Explained Document
    • Finalized Print Media Folder
    • Ongoing Print Media Folder
    • Print Media Workflow Spreadsheet
  • Strategy Folder
    • Communications Strategy Folder Explained Document
    • Branding Guidelines Template and Example Document
    • Communication Targets Spreadsheet
    • Media Contacts Spreadsheet
  • Events Folder Explained Document
  • Member Events Folder
  • Fundraiser Events Folder
  • Events Budget Spreadsheet
  • Events Monitoring and Evaluation Spreadsheet
  • Events Invoicing Spreadsheet
  • Finances Folder Explained
  • Financial Meeting Minutes
  • Budget Reports Spreadsheet
  • Bank Statements Folder
  • Copies of Checks Folder
  • Copies of Receipts Folder
  • To be Paid Folder
  • Vendor Invoices Folder
  • Grant Writing Folder Explained Document
  • Grant Writing Proposal Template Document
  • Grant Writing Meeting Minutes Document
  • Grant Writing Tracking Spreadsheet
  • Project Budget Tracking Spreadsheet
  • Grant Writing Literature Folder
    • Application Checklist Example-Michigan Foundation
    • Grant Resource List for Michigan
  • Letter of Inquiry Template Document
  • Officer’s Folder Explained Document
  • Officer’s Bios and Photo Folder
  • Officer’s Contact Spreadsheet
  • Officer’s Handbook Template Document
  • Officer’s Meeting Minutes Document
  • Organizational Structure Folder Explained Document
  • Articles of Incorporation Template Folder
  • Organizational Bylaws Template Folder
  • Organizational Chart (Mindomo)
  • Taxes Folder
  • Strategic Planning Folder Explained Document
  • Strategic Planning Meeting Minutes Template Document
  • Operational Planning Template Document
  • Strategic Planning Template Document
  • SWOT Analysis Document 
  • Monitoring and Evaluation Spreadsheet
  • Planning Session Folder