Nonprofit operations tools and guides
Short tools that show where your organization stands, so you can decide what to fix first. Each runs in your browser and prints a report.
Try the 2-minute CCC Diagnostic
Not sure where to start? The CCC Diagnostic checks Clarity, Culture and Credibility and shows where you are stuck.
One decision per tool, in 3 to 20 minutes
Operational Health Check
Decide where to focus first across governance, finance, people, programs and technology.
About 10 minutes
Board Governance Self-Assessment
Decide what your board should strengthen: roles, financial oversight, policies and recruiting.
About 10 minutes
Financial Controls Self-Assessment
Decide which controls to fix before a public funder checks. Finds your Washington reporting tier.
About 20 minutes
Grant Readiness Assessment
Decide if you are ready for public grants: registration, financial capacity, compliance and reporting.
About 10 minutes
Do I Need a Fractional COO?
Decide if a fractional COO (part-time chief operating officer) is worth the cost.
About 5 minutes
Operating Reserve and Runway Calculator
Decide how much cash reserve to build. See your months of runway and the gap to close.
About 3 minutes
Conflict of Interest Self-Check
Decide what board members and staff must disclose. Drafts a yearly disclosure statement.
About 10 minutes
Get all eight tools with Out the Box
The tools come with Out the Box, ToyBox's monthly newsletter.
Every tool runs in your browser. Nothing is uploaded or stored on a server. The "email me my results" option sends a copy to you and to Katoya Palmer.
Guides from real ToyBox work
COI Quick Start
A 3-page conflict of interest (COI) guide for boards and teams: disclosure questions, recusal steps and a 30-day plan.
The Build-With-Claude Playbook
How ToyBox moved three brand sites from a paid Wix subscription to GitHub-hosted sites.
Grant Compliance 101
Restricted money, fund accounting (tracking each funder's money on its own) and the federal Uniform Guidance, in plain language.
Beyond Compliance Theater: the workshop toolkit
The tools from Katoya Palmer's 2026 Washington State Nonprofit Conference session.
Bring your results to a 30-minute call
Go through what the results mean and what to do first.
Book a 30-minute discovery callWhat happens on the call: 30 minutes with Katoya Palmer, a read on fit and clear next steps. No pitch.
20+ years of cross-sector experience. On 10 City of Seattle consultant rosters.
