Resource Library

This folder contains information about strategic planning processes and models.

This folder contains sample 20 year vision documents from the Active Transportation Alliance and the Bicycle Transportation Alliance.

Financial Planning for Community Bike Shops - 3/20/13
Financial planning and fundraising can be particularly difficult for community bike shops, which deal with the seasonal increases and decreases of ridership as well as the cost of purchasing parts and tools. On this Mutual Aid Call, leaders from three community bike shops discussed the key concepts of financial planning and gave examples of how their shops have created stable funding streams.

Tip sheet from call (PDF)
Call recording (MP3)

Financial planning spreadsheet and sales log (Bike Farm)

These sample financial documents from Portland, Oregon's Bike Farm provide examples for financial planning and keep track of sales. 

Bike Farm financial planning spreadsheet (XLS, Dropbox)
Bike Farm sales log (Google form)

Statement of income and expenses (Bikerowave)

This financial statement from Bikerowave in Los Angeles can serve as an example financial statement for your organization. 

Statement of income and expenses (PDF, Dropbox)

2012 budget (Reno Bike Project)

This budget from the Reno Bike Project in Nevada serves as an example for other community bike shops. 

Reno Bike Project budget: Part 1 (XLS, Dropbox) & Part 2 (XLS, Dropbox)

Your organization's membership is an extremely important aspect of fundraising. This folder provides information on how to develop and retain members.

Developing an identity and brand is essential for any organization. This folder contains information on creating or developing a new organizations brand and provides resources to develop a communications strategy and workplan to appropriately develop messages that resonate with the right audiences.