TRAICON
Free Resources
Empowering Growth. Strengthening Impact.
TRAICON provides a growing collection of free resources designed to turn knowledge into practical action—helping nonprofit organizations build capacity to strengthen their impact, and supporting entrepreneurs as they build and grow successful businesses.
Resources for Nonprofits
Board Governance
Board Self-Assessment
This practical self-assessment template helps nonprofit boards evaluate individual engagement, contributions, and effectiveness while reflecting on the board’s overall performance. It provides a supportive framework for identifying strengths, areas for improvement, and opportunities to strengthen governance and board member development.
Terms of Reference
This customizable Terms of Reference template helps nonprofit organizations clearly define the purpose, structure, responsibilities, and expectations of their Board of Directors. It provides a practical framework for establishing effective governance, accountability, decision-making, and ethical board practices aligned with the organization’s mission and bylaws.
Financial Administration
Checklist for Financial Oversight
This practical checklist helps nonprofit organizations strengthen financial oversight through effective governance, budgeting, reporting, risk management, internal controls, and ethical leadership. It provides key considerations to help boards promote financial accountability, transparency, and long-term organizational sustainability.
Volunteer Management
Volunteer Recruitment Checklist
Marketing
Essential Toolkit for Social Media Strategy
This comprehensive toolkit helps nonprofit organizations build an effective, mission-driven social media strategy to increase awareness, engage supporters, strengthen community connections, and support fundraising efforts. It provides practical guidance on setting goals, understanding audiences, choosing platforms, creating engaging content, planning communications, measuring results, and adapting strategies for greater impact.
This practical checklist helps nonprofit organizations effectively plan, recruit, onboard, support, and retain volunteers. It provides step-by-step guidance for creating meaningful volunteer opportunities, strengthening volunteer experience, and building a sustainable volunteer program that supports the organization’s mission.
Fundraising
Grant Writing Checklist
This comprehensive checklist guides nonprofit organizations through every stage of the grant writing process—from assessing readiness and researching funders to developing the application, submitting it, and managing successful funding. It provides practical steps to help organizations create strong, well-prepared grant applications and meet funder requirements.
Fundraising Checklist
This practical checklist helps nonprofit organizations plan, launch, manage, and evaluate successful fundraising initiatives. It covers key areas including fundraising strategy, donor engagement, campaign communications, financial management, stewardship, and post-campaign evaluation to support effective and sustainable fundraising.
Funding Plan
This practical funding plan template helps nonprofit organizations strategically manage financial resources, plan fundraising campaigns, and make effective use of unrestricted or one-time funds. It provides a structured approach to strengthening financial sustainability while aligning funding decisions with organizational priorities and long-term goals.
Resources for Entrepreneurs
Business Foundations & Strategy
Business Plan Template
This comprehensive, fillable business plan template guides entrepreneurs through developing a clear and well-structured plan for starting, growing, or strengthening a business. It covers essential areas including company goals, market research, products and services, marketing, operations, human resources, financial planning, risk assessment, and a 12-month action plan.
Starting a Business Resource List
This practical resource guide connects aspiring and new business owners with helpful Canadian resources for navigating the business start-up process. It provides information and links related to business registration, CRA requirements, permits and licences, hiring employees, market research, and potential sources of financing.
Starting a Business Checklist
This practical checklist guides aspiring entrepreneurs through the key steps of planning, developing, and launching a new business. It covers essential areas including business idea validation, market research, business planning, marketing, human resources, operations, finances, action planning, registration, and launch preparation.
Setting Smart Goals Template
​This practical SMART Goals template helps individuals and organizations turn ideas into clear, actionable goals using the Specific, Measurable, Attainable, Relevant, and Time-bound framework. It provides space to define the goal’s purpose, identify potential challenges and required resources, and outline key steps and timelines for achieving success.
Finance & Administration
Cash Flow Projections Template
This practical cash flow projections template helps entrepreneurs plan and track the financial health of their business by estimating start-up costs, sales, income, and expenses. It provides structured worksheets for forecasting sales and monitoring monthly cash inflows and outflows, helping business owners anticipate financing needs and make informed financial decisions.
Operations & Management
Partnership Agreement Template
This customizable partnership agreement template helps business partners clearly define the structure, responsibilities, financial arrangements, management authority, and operating terms of their partnership. It provides a framework for addressing key considerations such as contributions, profit and loss sharing, decision-making, retirement, dissolution, dispute resolution, and other important partnership obligations.