Get Started – Financial Sustainability

Get Started: Financial Sustainability

Performance Practice Learning Module

Discuss how healthy and sustainable your organization’s finances are—and get on a path to long-term financial health

Are you struggling to prevent month-to-month financial crisis, pay for infrastructure, or build reserve funds? Engage board members, finance staff, and other team members in working through this module to identify ways to take charge of your organization’s financial destiny.

Areas addressed include creating systems for monetary stewardship and accountability, orienting budget processes to achieve results, building the balance sheet, nurturing external financial relationships, and using financial models to make the organization’s fiscal condition clear. Stronger financial health supports program effectiveness and sustainability and helps make a better case for funder support.


User Guide

Introduction to the Performance Practice, acknowledgments, application, and development methodology

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Principles and Proof Points (Financial Sustainability)

Principles and proof points for this module to provide overall perspective and context before completing the Workbook

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Intro to Performance Practice

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Getting Started Checklist (Financial Sustainability)

Quick start guide to setting up the Performance Practice Workbook for your organization

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Worksheet (Financial Sustainability)

File to use to complete the self-assessment, includes instructions; open on laptop/desktop rather than mobile device

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Setting up the Performance Practice

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Compile (Financial Sustainability)

The reporting app compiles data from all the worksheets into one spreadsheet.

Windows Instructions
Windows Reporting App

MacOS Instructions
MacOS App, up to v10.12/Sierra
MacOS App, v10.13+/High Sierra

Watch: Reporting App Guide


Compiled the results? Here are some tips for how to analyze your data

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Watch: Tips for Analyzing Your Data

Analyzing Your Data

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Also, don't miss our Reporting App Guide

Performance Practice Product Support

A Performance Practice Product Support team assists in the use of Performance Practice to 1) provide guidance; 2) support implementation and application; 3) collect and share user experiences; and 4) assist users interested in compiling results, tailoring, and custom branding. To learn more about Performance Practice Product Support, email the Performance Practice Application and Learning Coordinator at

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