Center for Community Health and Development, University of Kansas
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Center for Community Health and Development, University of Kansas
Community Tool Box: Developing an Action Plan
ABCD Institute
Asset-Based Community Development Institute
National Council of Nonprofits
Governance and Leadership Resources
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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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