ISM
FSG Interactive Strategy Model
Following the release of the Cost-Revenue Study, FSG developed the Interactive Strategy Model (ISM) to help foundations model the impact of strategic changes on their sustainability.
Development of the ISM was commissioned by the Council on Foundations, The Boston Foundation, The Cleveland Foundation, The Columbus Foundation, The Philadelphia Foundation and the Fiscal and Administrative Officers Group of the Community Foundations Leadership Team.
This tool and supporting documentation are available for free to community foundations for internal use only. Any commercial use of the tools by community foundations or the consultants that serve them requires a licensing fee. To inquire about licensing, click here.
Interactive Strategy Model User Guide
Detailed directions on how to use the ISM. We highly recommend thoroughly reading this User Guide before trying to use any of the ISM tools.
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FSG Interactive Strategy Model Tool
This document is the Excel file containing the Interactive Strategy Model. It includes input templates and forecast output pages. We highly recommend reading the User Guide before attempting to use this tool.
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FSG Interactive Strategy Model Staff Survey
Survey designed to collect staff time across products and activity categories, a required input for the ISM.
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FSG Interactive Strategy Model Staff Survey Memo
Memo to staff explaining how to complete the ISM staff survey correctly.
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FSG ISM Staff Survey Aggregation Tool
Template designed to aggregate all of a foundation’s individual staff survey results and format the sum for input into the ISM.
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Comparison of the FSG Cost-Revenue Study and the Interactive Strategy Model
A comparison and description of these two tools is available below.
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