Build the Org · 07 — Strategy & Model

The thinking behind a model funders can trust.

A theory of change is the document nearly every serious funder asks for and few founders have. Behind it sits a harder question: what, exactly, causes the change you promise? These books help you answer that honestly, then build a plan that tracks it.

Who this is for

EDs heading into strategic planning, founders writing their first logic model, and teams that work hard but can't show what's moving.

How to use this list

Start with The Logic Model Guidebook if a funder is waiting on you. Start with Good Strategy Bad Strategy if your plan is a list of hopes.

Book · Paperback

The Logic Model Guidebook

Lisa Wyatt Knowlton & Cynthia C. Phillips

Best for: Building your first logic model

A practical guide to theory-of-change and program logic models, with examples. It turns 'we help people' into inputs, activities, outputs, and outcomes a reviewer can follow.

Put it to workSketch one program on a single page: inputs, activities, outputs, short-term and long-term outcomes.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Hardcover

Good Strategy Bad Strategy

Richard Rumelt

Best for: Telling a real strategy from a wish list

Rumelt's kernel of strategy (diagnosis, guiding policy, coherent action) is the cleanest test for any strategic plan. It will cost you some favorite goals. Good.

Put it to workWrite your diagnosis in one paragraph. If you can't, you're not ready to set goals yet.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Hardcover

Lean Impact

Ann Mei Chang

Best for: Testing programs before scaling them

Lean startup thinking applied to social good: test assumptions, measure what matters, and scale what works. Useful for founders who want evidence before they ask for big money.

Put it to workName the riskiest assumption in your model and design a two-week test for it.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Hardcover

Engine of Impact

William F. Meehan III & Kim Starkey Jonker

Best for: A full strategic-leadership framework

Essentials of strategic leadership in the nonprofit sector: mission, strategy, impact evaluation, insight, organization, funding, and board governance as one connected engine.

Put it to workRate your organization on each component of the engine. Bring the lowest two to your next leadership meeting.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Hardcover

Measure What Matters

John Doerr

Best for: Setting OKRs your team can track

The objectives-and-key-results method, with case studies including the Gates Foundation. A good bridge from your theory of change to a quarterly dashboard.

Put it to workSet one objective and three measurable key results for next quarter. Review them weekly.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Paperback

Traction

Gino Wickman

Best for: An operating system for a small team

EOS gives a small organization rhythm: a vision document, quarterly priorities ('rocks'), a weekly scorecard, and a meeting format. Many founders need structure more than more ideas.

Put it to workAdopt the weekly 90-minute leadership meeting format for one month and see what surfaces.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Book · Paperback

Managing to Change the World

Alison Green & Jerry Hauser

Best for: First-time nonprofit managers

The nonprofit manager's guide to getting results: delegating, setting expectations, giving feedback, and hiring. Strategy dies without management; this is the management.

Put it to workPick one recurring task you still do yourself and delegate it this week with a clear definition of done.
Check it on Amazon Affiliate link · opens Amazon in a new tab

Questions founders ask

What's the difference between a theory of change and a logic model?

A theory of change explains why your work causes change. A logic model maps the program pieces (inputs, activities, outputs, outcomes). Funders often ask for both.

Do small nonprofits need OKRs?

Not the full system. But three numbers you check every month will tell you the truth faster than any annual report.

Building an organization? Score it against all 28 items on THE BUILD LIST™. Read how I choose what goes on the shelf.