REDF Tools
REDF invites you to look through our tools. They are listed in order of date published.
To download a tool, or to rate and comment on a tool, please sign-in to our site by using the link at the top of the page.
In order to view REDF’s tools through Excel on your computer, you will need to have Macros enabled. The document below has a step by step explanation on how to enable Macros.
Opening REDF tools [DOC] 32 KB
REDF Social Enterprise Feasibility and Business Planning Guide
2 votes
Published in 2009 | Download [PDF] 1.26 MB
This presentation outlines REDF’s methodology for screening, selecting, and business planning for an employment-focused social enterprise. Included are step-by-step guiding questions based on REDF experience, as well as case examples from REDF’s portfolio work. This presentation can also be used in conjunction with other REDF tools including our social enterprise business plan template and our pre-feasibility testing tool ... More »
Audit Insight Tool
4 votes
Published in 2009 | Download [XLS] 213 KB
Audit Insight is a REDF tool used to facilitate the analysis of a nonprofit organization’s audited* agency-level financials. It is designed to automatically identify areas of strength as well as areas of concern that could impact the organization’s financial stability. It generates a list of probing questions that help get at the root of potential problems... More »
- Tags: Venture Philanthropy, Finance
Performance Dashboards: Speedometer and Odometer for Social Enterprise
1 vote
Published in 2009 | Download [PDF] 2.03 MB
With one quick glance, your car's dashboard tells you how fast you're going and how much fuel you have left. A social-enterprise-specific dashboard can give you a quick snapshot of your enterprise's financial, operational, and social performance... More »
Social Costs Case Study
Published in 2008 | Download [XLS] 53 KB
Example double bottom line income statement to test understanding of double bottom line reporting... More »
Social Cost Training, Article, and Tool
3 votes
Published in 2008
Social enterprises often have costs above and beyond comparable for-profit businesses, due to the extra time and effort required to fulfill their social missions. Identifying these so-called "social costs," and tracking them separately from business-related costs, can help social enterprises better manage both business and social performance simultaneously. ... More »
- Tags: Social Enterprise, Finance
Strategic Co-Funding : A Diagnostic Tool
1 vote
Published in 2008 | Download [XLS] 232 KB
This diagnostic tool accompanies "Out of Philanthropy's Funding Maze Roadmap #1: Strategic Co-Funding " and is designed to help an organization (or individual) determine whether Strategic Co-Funding is a good fit with its goals, mission, and processes... More »
Guide to Social Costs
1 vote
Published in 2007 | Download [PDF] 229 KB
This presentation answers the questions:
- What are social costs?
- Why identify and track social costs?
- How to identify and track social costs, and use them to manage my enterprise?
GOAL (Grid for Organizational Assessment and Learning)
Published in 2007 | Download [XLS] 90 KB
GOAL (Grid for Organizational Assessment and Learning) is a REDF portfolio capacity assessment tool . GOAL helps organizations and their funders understand... More »
REDF Pre-Feasibility Tool and Presentations
3 votes
Published in 2007
This tool is designed to guide an organization through the pre-feasibility process and create output reports for stake holders... More »
REDF Social Enterprise Business Plan Template and Presentation
6 votes
Published in 2007
This file outlines the main components of a social enterprise business plan, and offers guiding questions... More »
REDF Double Bottom Line Template
1 vote
Published in 2007 | Download [XLS] 85 KB
This file offers two different double bottom line income statement formats (horizontal and vertical) to report and track ... More »
Thrift Store Management Dashboard and Presentation
3 votes
Published in 2007
The Thrift Store Management Dashboard is used to generate a monthly dashboard to track performance of thrift stores... More »
- Tags: Social Enterprise, Finance, Other
Matchmaker - a REDF Tool
Published in 2007 | Download [XLS] 436 KB
The Matchmaker tool can be used to facilitate the evaluation of organizations in the due diligence process... More »
Social Enterprise 101 Presentation
2 votes
Published in 2006 | Download [PDF] 133 KB
This presentation focuses on the basics of social enterprise, why nonprofits are considering social enterprise, developing earned income/social enterprise, applying the lessons REDF has learned, and more... More »
SROI Excel Model
7 votes
Published in 2000
Interested in calculating the SROI metrics of your organization? The SROI Excel Model seeks to bridge theory and practice by... More »
