The Sustainability Planning Workbook

The Finance Project’s Sustainability Planning Workbook is the foundation for our training services. The Sustainability Planning Workbook helps users clarify their vision, identify key issues in sustaining their work, and develop strategies to achieve their long-term goals.

The Workbook is organized into five modules that guide users through a step-by-step process of developing a written sustainability plan:

1. Building a Sustainable Initiative – introduces a framework for sustainability and guides users through a self-assessment process.
   
2. Creating a Vision and Results Orientation – helps clarify long-term goals and establish benchmarks for measuring progress.
   
3. Developing a Strategic Financing Plan – guides users in creating a plan to secure the fiscal resources needed to accomplish their long-term goals, including determining cost estimates, identifying funding gaps, and developing financing strategies.
   
4. Building Community Support and Organizational Capacity – helps in identifying the range of sustainability strategies, including building broad-based community support, cultivating key champions, and developing strong internal systems to manage and govern effectively.
   
5. Writing a Sustainability Plan – guides users in drafting a written plan that outlines major strategies and implementation steps in a clear and compelling way.

The Finance Project developed the Sustainability Planning Workbook based on a decade of field experience helping a wide range of organizational and initiative leaders develop effective financing and sustainability plans. The Workbook is widely used by leaders throughout the fields of human services, education, and community development.

The Sustainability Planning Workbook is available for $125.

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