Budgeting/Strategic Planning

Name: Activity-Based Management: For Service Industries, Government Entities, and Nonprofit Organizations
Author: James A. Brimson and John Antos
Publisher: John Wiley and Sons
Type of material: paperback/376 pages
Cost of material: $80.00
Primary audience:
Published: November 1998
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471331589.html

Summary: The ABCs of Activity-Based Management (ABM). Now revised and expanded, this resource illustrates how ABM can be applied to all types of organizations--including service groups, government agencies, and nonprofit entities--and any department within them.

Name: Budgeting for Not-for-Profit Organizations
Author: David C. Maddox
Publisher: Wiley/Jossey-Bass
Type of material: paperback/269 pages
Cost of material: $165.00
Primary audience:
Published: June 1999
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471253979.html

Summary: This reference addresses the fundamentals of managerial incentives, resource allocation, and practical ways in which these incentives can be managed to serve the strategic goals of the organization by taking an in-depth look at the principles of budgeting for not-for-profit organizations-higher education, charities and foundations, religious organizations, and hospitals and healthcare organizations.

Name: Creating and Implementing Your Strategic Plan: A Workbook for Public and Nonprofit Organizations, Second Edition
Author: John M. Bryson and Farnum K. Alston
Publisher: Wiley/Jossey-Bass
Type of material: paperback/192 pages
Cost of material: $35.00
Primary audience:
Published: October 2004
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787967548.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787977691.html

Summary: This book is the companion workbook to Bryson's landmark book, Strategic Planning for Public and Nonprofit Organization (0-7879-6755-6). Using easy-to-understand worksheets, the authors provide clear instructions for creating a strategic plan tailored to the needs of the individual organization.

Name: Designing and Planning Programs for Nonprofit and Government Organizations
Author: Edward J. Pawlak and Robert D. Vinter
Publisher: Wiley/Jossey-Bass
Type of material: paperback/400pages
Cost of material: $72.00
Primary audience:
Published: April 2009
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470529776.html
Also availabe in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787976172.html

Summary: In this resource, the authors walk practitioners and students through the entire process from initiation to completion of planning projects and examine the relationship between planning, implementation, and program operations.

Name: Facilitator's Guide to Nonprofit Strategic Planning
Author: Carter McNamara
Publisher: Management Assistance Program
Type of material: guidebook/75 pages
Cost of material: $15.00
Primary audience:
Where it can be obtained: http://www.actionlearningcentral.com/pubs/SP_gdes/SP_pubs.htm

Summary: This guidebook is a straightforward primer and ongoing reference manual for nonprofit strategic planning facilitators and planners, whether the nonprofit organization chooses to facilitate their own planning process or bring in an outside facilitator.

Name: How to Create Jobs, Save the Planet and Make Money for Your Nonprofit: A Lesson in Developing a Business Plan
Author: Business & Organization Consulting
Publisher: Brody, Weiser & Burns
Type of material: online/6 pages
Cost of material: free
Primary audience:
Where it can be obtained: http://www.brodyweiser.com/pdf/recycling.pdf

Summary: A lesson in developing a business plan.

Name: Forging Nonprofit Alliances: A Comprehensive Guide to Enhancing Your Mission Through Joint Ventures & Partnerships, Management Service Organizations, Parent Corporations and Mergers.
Author: Jane Arsenault
Publisher: Wiley/Jossey-Bass
Type of Material: hardcover/198 pages
Cost of Material: $39.00
Published: August 1998
Where it can be found: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787910031,descCd-authorInfo.html

Name: Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices
Author: Peggy M. Jackson
Publisher: Jossey-Bass
Type of material: hardcover (224 pages) and e-book
Cost of material: $39.95
Primary audience:
Published: December 2007
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470120762.html
Also available in E-book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470180609.html

Summary: "Get Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices" and examine if your nonprofit has the right people on board to achieve its strategic goals; establish important control mechanisms; learn how the legal and legislative environments have changed over the last five years; discover the direction in which your nonprofit needs to go and why; Required reading for anyone leading a nonprofit organization; "Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices" prepares your organization to engage in meaningful strategic planning and equips you with the practical tools to navigate it through today's competitive environment.

Name: Not-for-Profit Budgeting and Financial Management
Author: Edward J. McMillan
Publisher: Wiley/Jossey-Bass
Type of material: paperback/160 pages
Cost of material: $70.00
Primary audience:
Published: September 2003
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471453145.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471481327.html

Summary: Take control of your organization's short - and long-term financial plan.

Name: Play to Win: The Nonprofit Guide to Competitive Strategy
Author: David La Piana
Publisher: Jossey-Bass
Type of material: hardcover/240 pages
Cost of material: $35.00
Primary audience:
Published: November 2004
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787968137.html

Summary: This book offers a clear description of competition and discusses its practical, ethical, and political ramifications within the nonprofit sector. It demonstrates how, by being a more effective competitor, a nonprofit can enhance its chances for both programmatic and financial success.

Name: Step-by-Step: Strategic Planning
Author: various
Publisher: BoardSource
Type of material: kit
Cost of material: $82.00 (members), $136.00 (non-members)
Primary audience:
Published: 2003
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Item=134

Summary: This ready-to-use kit provides you with the tools you will need to lead you successfully through each step of the strategic planning process with your board and staff.

Name: Strategic Planning for Nonprofit Organizations: A Practical Guide and Workbook, Second Edition
Author: Michael Allison and Jude Kaye
Publisher: Wiley/Jossey-Bass
Type of material: paperback/480 pages
Cost of material: $39.95
Primary audience:
Published: March 2005
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471445819.html

Summary: Guidelines on adapting proven corporate marketing tools to the nonprofit sector.

Name: Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement, Third Edition
Author: John M. Bryson
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/464 pages
Cost of material: $52.00
Primary audience:
Published: October 2004
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787967556.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787976601.html

Summary: The book shows leaders how to use strategic planning to strengthen their organizations and outlines the reasons public and nonprofit organizations must embrace strategic planning to improve their performance.

Name: The Five Life Stages of Nonprofit Organizations -- Where You Are, Where You're Going, and What to Expect When You Get There
Author: Judith Sharken Simon with J. Terence Donovan
Publisher: Amherst H. Wilder Foundation
Type of material: 128 pages, softcover
Cost of material: $32.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=17

Summary: This guide helps you understand where your organization is in its life and how to avoid unnecessary struggles and act on opportunities to boost your organization's development.

Name: The Nonprofit Budgeting Process
Author: N/A
Publisher: Community Loan Technologies
Type of material: online
Cost of material: free
Primary audience: nonprofit managers and boards
Where it can be obtained: http://www.communityloantech.org

Summary: A step-by-step guide to developing a successful and participatory budgeting process.

Name: The Nonprofit Board's Role in Planning and Evaluation
Author: John A. Yankey Ph.D., Amy McClellan
Publisher: BoardSource
Type of material: 110 pages
Cost of material: members - $18.00; non-members - $27.00
Primary audience:
Published: 2009
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Item=118

Summary: "Nonprofit Board's Role in Planning and Evaluation" by John A. Yankey and Amy McClellan explains how your board should be involved in strategic planning and how that plan should link to outcomes measurement.

Name: The Nonprofit Strategy Revolution: Real-Time Strategic Planning in a Rapid-Response World
Author: David La Piana
Publisher: Fieldstone Alliance
Type of material: book/208 pages
Cost of material: $34.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=79

Summary: This ground-breaking guide offers a compelling alternative to traditional strategic planning. In addition to new ideas for how to form strategies, it provides the tools and framework needed to infuse strategic thinking throughout your organization. The result: your nonprofit will be more strategic in thought and action on a d-aily basis, without subjecting your board and staff to the traditional strategic planning marathon. So, when the next opportunity (or challenge) comes along, you'll be able to respond swiftly and thoughtfully.

Name: Strategic Planning Set (NEW)
Author: David La Piana
Publisher: Fieldstone Alliance
Type of material: 4 books
Cost of material: $89.00
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=69

Summary: Includes:

• Crafting Effective Mission and Vision Statements
• Five Life Stages of Nonprofit Organizations
• The Manager's Guide to Program Evaluation
• Strategic Planning Workbook, Revised and Updated