CCCommunity Compass

Topic guide

Tools, Templates & Checklists

Most community efforts do not fail for lack of good ideas. They stall because too many projects get started at once, meetings wander, nobody is clearly responsible for the next step, or no one checks whether the work is making a difference. Simple tools fix most of that.

The checklists below are built to be copied into your own meeting notes or shared documents and adapted. None of them require software or a consultant. Pick the one that matches where your group is right now, use it once, and adjust it to fit how your community works.

  1. 01

    Choose a few winnable projects

    Checklist: (1) List every idea people raise, without debate. (2) For each, ask: can we show visible progress within a few months, and does success depend on others who have not yet agreed to help? (3) Count festivals and big events as projects, not freebies. (4) Match the number of projects to your active volunteers, not your mailing list. (5) Consider splitting effort between quick wins and one long-term issue, and let members decide the balance. (6) Write down the criteria you used and who decided, and share it. (7) Note the usual failure points for each choice: funding never secured, a weak market, personality conflicts, or one indispensable person leaving.

  2. 02

    Run every meeting from a one-page agenda

    Agenda template: purpose of the meeting and the outcome you want (a decision, or a process goal such as everyone being heard); welcome and a quick get-acquainted question if people are new; updates in writing where possible; the one or two main topics with time limits; decisions and who does what by when; date of the next meeting. Keep it to 90 minutes or less, offer good food, invite quieter people in with "what do the rest of you think?", and choose times, places, child care, and interpretation that let more people attend.

  3. 03

    Map your assets, then run a SWOT

    Asset walk checklist: a large printed map, colored markers or stickers, a symbol key (people with skills, organizations, buildings, open land, businesses, natural features), teams assigned to sections of the area, and a wall to post the finished map where others can add to it. Then hold a SWOT session with a neutral facilitator and a recorder at a big chart: brainstorm strengths, weaknesses, opportunities, and threats in that order, list without debating, push for outside trends as well as internal issues, then pick the most important item in each box and note which ones need fact-checking.

  4. 04

    Map who decides and how to reach them

    For any issue that needs someone else's approval, identify the actual decision makers by name or role, not a vague "the city." Around each one, list staff, advisers, colleagues, civic groups, and others they listen to, and draw lines showing who in your group knows whom. Let newer members help with the research so the knowledge spreads, update the map as you learn, and pair it with solid evidence on the problem and its likely solutions. Keep building ordinary, courteous working relationships with officials at the same time.

  5. 05

    Write a simple action plan

    For each goal, fill in one row: the action; the lead person or organization (confirmed with them, not assumed); partners; first step; deadline; estimated cost and source of money; and how you will know it is done. Record which alternatives you considered and why you chose this one. Present the plan at a community meeting and to the boards and funders who should know, and if a lead agency will not commit to its role, revise the plan rather than hoping.

  6. 06

    Track implementation and results

    Before work starts, define what long-term success looks like and pick a few measures you can afford to collect, with a baseline and set check-in dates. At each check-in, review three layers: outputs (what you did), outcomes (what changed in the medium term), and longer-term impact. Keep a simple tracking sheet listing each action, owner, status, and next step. Give people permission to report shortfalls honestly, and change course when something is not working instead of sticking to the original chart.

Questions to bring

  • How many projects can our active volunteers realistically carry this year?
  • Who is the named lead for each action, and have they agreed to it?
  • Which public agency or official has to approve or fund this, and who on their staff handles it?
  • Does the city, county, or a funder already have a plan for this area that our action plan should line up with?
  • What will we measure, how often, and who will collect it?
  • When will we step back and decide whether to continue, change, or stop a project?

What changes where you live

The tools themselves work anywhere, but the rules around them do not. Public bodies such as councils, commissions, and many advisory boards must follow your state's open meetings law on notice, agendas, and minutes, and some cities extend similar rules to officially recognized neighborhood groups. Homeowners associations follow their own governing documents and state statutes. If your group is incorporated, your bylaws and your state's nonprofit corporation law set quorum, voting, and record-keeping requirements. Check your state attorney general's or secretary of state's website for open-meetings and nonprofit guidance, ask your city clerk whether any rules apply to neighborhood or advisory groups, and contact your state association of nonprofits for template bylaws and governance help.

Current national resources

01

Center for Community Health and Development, University of Kansas

Community Tool Box: Toolkits

Free step-by-step toolkits with checklists and examples for community assessment, planning, building coalitions, advocacy, and evaluation.
Link checked October 28, 2026Open resource →
02

Center for Community Health and Development, University of Kansas

Community Tool Box: Developing an Action Plan

A detailed guide to writing action steps with responsible parties, timelines, and resources, plus a downloadable checklist.
Link checked October 28, 2026Open resource →
03

ABCD Institute

Asset-Based Community Development Institute

Guides, workbooks, and training on mapping and mobilizing community assets, from the nonprofit network that grew out of the original asset-based approach.
Link checked October 28, 2026Open resource →
04

National Council of Nonprofits

Governance and Leadership Resources

Practical material on board roles, meetings, policies, and leadership for small and volunteer-run nonprofits, plus links to your state association of nonprofits.
Link checked October 28, 2026Open resource →

From the library

  1. Guide · Organizations & leadership

    Careful Project Selection for Neighborhood Associations Really Pays Off

    Many neighborhood associations should limit their activities to sharpen their focus. But some community organizations need projects to add excitement.
  2. Guide · Organizations & leadership

    Plan the First Meetings of a Neighborhood Association

    When you start to plan the first meetings of a neighborhood association, you might be baffled. Here are some ideas on the initial, second, and third meetings.
  3. Guide · Organizations & leadership

    SWOT Analysis Suggestions for Communities

    SWOT analysis for communities helps them spot and decide what to do about their strengths, weaknesses, opportunities, and threats. We show you how.
  4. Guide · Organizations & leadership

    Asset-Based Community Development Focuses on the Strengths

    Asset-based community development emphasizes identifying neighborhood strengths and talents instead of problems. This creates energy for change.
  5. Guide · Organizations & leadership

    How Power Mapping for Neighborhoods Can Be Helpful

    We explain power mapping for neighborhoods, including when, why, and how to use this tool to help your community reach policy objectives.
  6. Guide · Planning, zoning & codes

    Sound Community Planning Process Based on Six Steps

    A community planning process includes data collection and analysis, generating alternatives, choosing a desired future, and writing an actionable plan.
  7. Visitor question · Environment, transportation & sustainability

    Project Management Cycle in Community Development

    Visitor Question: How should local communities manage projects using a results based approach? Editors Reply: For the benefit of other visitors, we
  8. Visitor question · Environment, transportation & sustainability

    Why do community development projects fail

    Visitor Question: I was just wondering why community development projects funded by our taxpayer dollars sometimes seem to fail miserably. What are the
  9. Visitor question · Environment, transportation & sustainability

    Why won't people come to our community development meetings?

    Visitor Question: When you ask people what is best about our little suburb close to the city, often they say it's the variety of people. When poked a little
  10. Guide · Neighborhoods & public spaces

    How to Plan a Successful Community Mural Project

    Learn the steps for painting a successful community mural. If you avoid pitfalls, this project can initiate revitalization or reinforce neighborhood identity.
Browse more in the library →

Original guidance from A Good Community: How to Make and Keep It, owned and edited by Nancy Thompson (formerly Useful Community Development), shared with permission. Community Compass notes and updates are our own and have not been reviewed by Nancy Thompson.

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