top of page

This guide is a self-guided tour through setting up a program evaluation plan. It introduces "10x thinking" to the nonprofit sector, offering frameworks for crafting audacious impact statements and setting aspirational outcome goals rooted in validated research and rigorous evaluation planning. 

Use this guide to:

  • Understand how Silicon Valley entrepreneurs communicate their ideas to investors.

  • Write a problem and solution statement that matches the lifecycle of your organization. 

  • Write an impact statement that unlocks bold gifts.

  • Identify outcome goals that convey how effective you are.

  • Build an evaluation plan

  • Review sample goals from other organizations in your sector.

Field Guide- Annual Reports-sample.jpg

Drawing on the principles of brand journalism, this guide explores how to transform traditional annual reports into narrative journeys that educate and inspire stakeholders through investigative storytelling and cohesive thematic structures.

People want to read reports that guide them through a story. ​

Use this guide to:

  • Apply qualities of brand journalism to your annual report.

  • Identify a cohesive theme for your report.

  • Incorporate new content: op-ed pieces, photojournalism stories, educational pieces.

  • Prepare for the logistics of building a high quality product.

  • Build a report that will get wrinkled and spilled on. It will get passed around the homes and workplaces of your fans and the people who will become your fans because of it.

Field Guide- Events one page.jpg

Inspired by the methodology of Priya Parker, this guide examines the design of donor gatherings focused on a "bold, sharp purpose," detailing specialized event formats such as Jeffersonian dinners and social impact hackathons.

Simple gatherings can move major donors into the next stage of the giving cycle. These gatherings do not have to break your spirit.​

Use this guide to:

  • Learn how to design an event based on the needs of your major gift portfolio.

  • Clarify the difference between a connector, cultivation, and stewardship event.

  • Design an invitation that reinforces the purpose.

  • Build an agenda that you will look forward to.

  • Clarify the role of the board and other hosts.

  • Close the event with clear next steps.

Quarterly impact report template

This template provides a framework for easy pro-active stakeholder engagement, balancing Key Performance Indicators (KPIs) and outcome goals with qualitative narratives.

Screenshot 2026-07-30 at 2.06.01 PM.png

Hillary explores her definition of the era we're working in today:  the King Tide Era. It is the confluence of political, economic, and environmental shifts that could swamp us or remake us. She identifies the specific leadership characteristics required to navigate the reconfiguring social sector landscape.

Screenshot 2026-07-30 at 12.28.38 PM.png

This resource outlines five possible ways you can describe your plan for scale, moving beyond linear growth.

Screenshot 2026-07-30 at 12.28.04 PM.png

Designed to facilitate data-driven updates, this template provides a structured format for reporting development progress, tracking donor touchpoints, and offering qualitative insights into major gift and grant pipelines. It allows you to use board meeting time for conversation more than reporting.

Screenshot 2026-07-30 at 12.28.17 PM.png

This collection of outreach templates provides a structured approach for initiating substantive dialogue with donors, moving beyond initial introductions to explore something that matters to them.

Screenshot 2026-07-30 at 12.29.01 PM.png

A curated collection of real-world reporting, this resource features organizations that utilize brand journalism and transparent data visualization to communicate their progress and social impact.

bottom of page