PMora NGO Management Toolkit

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Use code NGOLAUNCH at checkout.

PMora NGO Management Toolkit

A complete editable management system designed to help NGOs, charities, foundations, associations and social impact teams plan, manage, monitor and control their activities in a structured and practical way.

The toolkit brings together organizational planning, governance, portfolio/program/project management, stakeholder and beneficiary management, people and volunteers, fundraising, communications, monitoring and evaluation, risk management, financial control and sustainability in one coordinated system.

The package includes 21 editable files — 16 Word documents and 5 Excel workbooks, including detailed guides and fully completed worked examples.

WHAT IS INCLUDED

Planning & Governance

• Getting Started Guide

• Strategic & Annual Planning Template

• Governance & Board Management Template

• Portfolio, Program, Project & Activity Planning Template

• Policy & Document Control Register

People, Stakeholders & Partnerships

• Stakeholder & Beneficiary Management Template

• Staff & Volunteer Management Template

• Partnership & Collaboration Template

Fundraising, Communications & Performance

• Fundraising & Resource Mobilization Template

• Communications & Advocacy Template

• Monitoring & Evaluation Template

• Risk & Compliance Management Template

• Sustainability & Organizational Development Template

Excel Management Systems

• Integrated NGO Management System

• Finance & Sustainability System

• Integrated Management Worked Example

• Finance & Sustainability Worked Example

• Toolkit Map & File Index

The Excel systems support Portfolio → Program → Project → Activity management and include dashboards, budget control, Budget vs Actual analysis, funding tracking, cash flow, liquidity forecasting, financial KPIs, beneficiary and stakeholder tracking, monitoring & evaluation indicators, communications, risks and management actions.

GUIDES & WORKED EXAMPLES

The toolkit also includes:

• Complete User & Document Completion Guide

• Worked Word Examples

• Fully populated Excel worked examples

• Product License

The worked examples show how the Word and Excel files connect and how the toolkit can be used in practice.

DESIGNED FOR PRACTICAL USE

The PMora NGO Management Toolkit is designed to help organizations:

• organize management information in one structured system

• connect strategy with programs, projects and activities

• track beneficiaries, stakeholders, staff and volunteers

• monitor performance and risks

• manage budgets, funding and liquidity

• improve financial and management visibility

• support better organizational decision-making

• strengthen long-term sustainability

SUITABLE FOR

NGOs, charities, foundations, associations, community organizations, nonprofit teams, social enterprises and social impact organizations.

FILE FORMATS

Microsoft Word (.docx)

Microsoft Excel (.xlsx)

Delivered as one ZIP file.

For best functionality, particularly for formulas and dashboards, we recommend opening the Excel workbooks in Microsoft Excel.

WHY PMORA?

PMora creates practical project and management tools designed to turn structured management principles into usable systems for real-world work.

PLAN • MANAGE • DELIVER

DIGITAL PRODUCT NOTICE

This is a digital product. No physical item will be shipped.

The files are editable and intended to be customized according to the needs, structure and policies of your organization.

Please review the included PMora Product License before use.