Tools & templates

Orton Family Foundation Resource Readiness Assessment

Readiness Assessment

The Readiness Assessment is a self-reflection tool for communities embarking on Heart & Soul. It can be used to identify opportunities for focus and growth during the early stages of project planning.

Orton Family Foundation Resource Esri Tapestry Segmentation Reference Guide

Esri Tapestry Segmentation Reference Guide

(Phases 1-4) The Esri Tapestry Segmentation Reference Guide describes each of the “LifeMode Groups,” or demographic profiles, referenced throughout the Community Network Analysis Tool. The LifeMode Group descriptions include detailed information about how to reach residents comprising each group.

Orton Family Foundation Resource Demographic Tracking Tool

Demographic Tracking Tool

(Referenced in Heart & Soul Resource, Making Meaning from Qualitative Data) This simple Excel spreadsheet can be helpful in understanding whether participation at events represents the community or neighborhood. Print this spreadsheet and use it during and after events.

Orton Family Foundation Resource Gardiner’s Heart & Soul Resolution

Gardiner’s Heart & Soul Resolution

(Phase 3) One town’s city council resolution incorporating Heart & Soul into the way they do business so future decisions are guided by what matters most to all residents.

Orton Family Foundation Resource Biddeford’s Action Plan scoring sheet

Biddeford’s Action Plan scoring sheet

(Phases 3-4) The best action plan scoring exercise we’ve yet seen for sorting and priortizing Heart & Soul actions.

Orton Family Foundation Resource Strengths, Weaknesses, Opportunities, Obstacles (SWOO) Analysis

Strengths, Weaknesses, Opportunities, Obstacles (SWOO) Analysis

(Phase 1) Exercise and worksheet to help assess your community's communications and marketing strengths and weaknesses in order to be strategic about what efforts will result in the most productive engagement.

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