Technical assistance worksheets inform and guide the nonprofit leader on 14 key steps of planning and managing a real estate project.

The technical assistance worksheets with Microsoft Excel templates below were developed based on common questions and issues that arise as a nonprofit takes on a renovation or development project.

Planning a Real Estate Project

No. 1: Assessing Your Organization's Program and Facilities Needs
[PDF 48kb]
No. 2: Projecting New Operations and Monthly Cash Flow [PDF 54kb]
No. 2: Accompanying Microsoft Excel Template [Excel 57kb]
No. 3: Paying for a Real Estate Project [PDF 73kb]
No. 4: Selecting a Capital Campaign Consultant [PDF 49kb]
No. 5: Determining How Much Your Organization Can Borrow [PDF 49kb]
No. 6: Making a Facility Decision [PDF 77kb]

Managing a Real Estate Project

No. 7: Approaching a Real Estate Project [PDF 55kb]
No. 8: Creating a Project Development Budget [PDF 80kb]
No. 8: Accompanying Microsoft Excel Template [Excel 45kb]
No. 9: Selecting a Project Manager [PDF 73kb]
No. 10: Selecting an Architect [PDF 74kb]
No. 11: Selecting a General Contractor [PDF 76kb]
No. 12: Fundamentals of Purchasing Real Estate [PDF 80kb]
No. 13: Projecting Your New Occupancy Budget [PDF 52kb]
No. 13: Accompanying Microsoft Excel Template [Excel 29kb]
No. 14: Applying for Property Tax Exemption [PDF 93kb]

Complete set of 14 worksheets [PDF 427kb]