READ TIME: 10 MINUTES

Get the Dimensions 60–90 Day Review Workbook for Nonprofit Finance Teams

Rolling out dimensions is a big win — until the real world hits. People fall back into old habits. New values get added “just this once.” Duplicates creep in. Reporting starts to drift.

This workbook helps nonprofit finance teams review what’s working (and what isn’t) 60–90 days after go-live, so dimensions stay useful — and reporting stays trustworthy.

Fill out the form for instant access to the fillable workbook (best for collaboration and internal review). Prefer paper? You can download a printable version below.

Inside the workbook, you’ll work through:

  • A before-and-after scorecard to assess reporting clarity and coding consistency

  • A real usage review: what dimensions people actually used — and what they ignored

  • A reporting reality check (board, funder/grant, restricted vs. unrestricted)

  • Wins worth celebrating — and friction points worth fixing

  • A framework for deciding what to keep, simplify, merge, or retire based on real usage

  • A 30-day refresh plan to tighten governance and reinforce what’s working

 

 

Access the Dimensions Fillable Worksheet

Download the 15-Page 60–90 Day Review Workbook

This 16-page workbook guides nonprofit finance teams through a practical review of dimensions after implementation, using real-life coding and reporting behavior to decide what needs refining.

You can download it in:

  • a fillable version (to complete on-screen with your team), or

  • a printable version (to work through by hand)

Whichever format you choose, the goal is the same: a clearer dimension structure, better consistency, and less reporting cleanup.

Preview The Nonprofit Dimensions 60–90 Day Review Workbook for Nonprofit Finance Teams

Dimensions Worksheet #3 (3)
Dimensions Worksheet #3 (4)
Dimensions Worksheet #3 (5)

SECTION 2 — Real Usage Review 
(What People Actually Did)

A) Which dimensions/lenses were used most often?

(From coding, reporting, budget conversations, or system logs.)

1.
2.
3.: 

Download the Printable Guide

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