Coalitions Work Tools

We develop custom tools or adapt any of our existing tools. Download any of the following Microsoft Word document to help your coalition.

All Documents are in PDF format.

Coalition Start-Up Tools

• Is a Coalition Right for You?

  A set of questions to help your group decide whether a coalition is the right organizational structure for meeting your group’s goals.

• Coalition Guides

  5-part series of guides that describe 5 stages of coalition development: pre-formation, formation, implementation, maintenance and institutionalization. Each guide describes what to expect, structure and overall strategy, tasks and products/outcomes.

• Model Commitment Letter

  A sample letter to use with coalition partners that outlines your vision for collaborative work and the responsibilities and resources that each organization or individual intends to commit to the effort.

• Checklist to Become a 501 c(3) Non-Profit Organization

  A checklist that details the 15-steps to help your coalition become a non-profit organization.

• What Makes a Good Lead Agency?

  A checklist of attributes that any good lead or fiscal agent should have in order to support the development and operation of a community coalition.

Coalition Planning Tools

• Plan Quality Index (PQI)

  A checklist for staff and key leaders to assess the quality of community action planning efforts.

• State Plan Index (SPI)

  A checklist for staff and key leaders to test the quality of state strategic plans.

• Coalition Action Plan Form

  A template for developing annual coalition work groups action plans.

• Coalition Roles & Job Descriptions

  Sample descriptions, duties and responsibilities, and qualifications that can be adapted for your coalition staff, volunteer leaders and members.

Coalition Building Tools

• Potential Member Grid

  A table for recruiting organizational partners that lists their activities, accomplishments, contributions, self interests and potential conflicts.

• Am I a High Functioning Coalition Member?

  A tool to help you self-assess your coalition roles and responsibilities.

• Am I a Transformational Coalition Leader?

  A tool to help you self-assess whether you have what it takes (or are willing to learn) to become a leader for change.

• Stages of Team Building

  1-page summary of 5-stages of team building: Forming, storming, norming, performing and mourning (or re-forming) - Great for coalition work groups.

• Coalition Meeting Check-Up

  10 questions to help your coalition keep its meetings on track.

• Chair or Facilitator’s Meeting Guidelines

  Guidelines to help coalition Chairs or facilitators plan their before, during and after meeting tasks.

Coalition Assessment & Evaluation Tools

• Are You Ready to Evaluate Your Coalition?

  15 questions can help you decide whether your coalition is ready to evaluate itself and its work!

• Coalition Initial Needs Assessment

  A form for assessing coalition resources, structures and functions.

• Coalition Member Survey

  A 49-item survey for members to rate the coalition on aspects related to planning, implementation, leadership, local and statewide involvement, communication, participation, progress and outcomes.

• Coalition Effectiveness Inventory (CEI)

  A diagnostic checklist for coalition staff and key leaders to assess coalition effectiveness.

• Meeting Effectiveness Inventory (MEI)

  A tool for evaluating work group and coalition meeting effectiveness and productivity.