READ TIME: 10 MINUTES

Get the Nonprofit Dimensions Governance & Maintenance Workbook

Dimensions can bring clarity to reporting—until the list gets messy: duplicates, mystery codes, one-off values, and “who added this?” moments.

This workbook helps nonprofit finance teams put structure around how dimension values are created, maintained, and cleaned up so reporting stays consistent (and the dimension list doesn’t turn into a junk drawer).

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

Inside the workbook, you’ll work through:

  • A quick governance scorecard to spot the biggest risks (and strengths)

  • Naming convention rules that prevent duplicates, confusion, and “misc” overload

  • A clear process for approving new dimension values — and blocking the ones that don’t belong

  • A lifecycle framework for when to create, merge, rename, or retire values

  • A cleanup worksheet to identify your top “fix-first” candidates

  • A practical review cadence so dimensions stay clean over time

  • A 30-day maintenance plan you can actually execute

 

 

Access the Dimensions Fillable Worksheet

Download the 15-Page Dimensions Planning Workbook

This 15-page workbook walks nonprofit finance teams through practical steps for cleaning up dimension values and putting governance in place so your reporting stays reliable.

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 fits your team’s style, the goal is the same: clarity, consistency, and less rework.

Preview The Nonprofit Dimensions Planning Workbook: Dimensions Governance &Maintenance

Dimensions Governance & Maintenance Workbook Printable
Dimensions Governance & Maintenance Workbook Printable (1)
Dimensions Governance & Maintenance Workbook Printable (2)

SECTION 2 — Naming Conventions 
(“The Librarian Rules”)

These rules prevent inconsistent labels, mystery codes, typos, and “Program A / Prog A / PrgmA” chaos. 

A) Choose Your Naming Format 
☐ Program – Location (e.g., Youth Services – North) 
☐ Location – Program (e.g., North – Youth Services) 
☐ Code + Name (e.g., 210 – Youth Services)
☐ Meaningful Name Only (Youth Services)
☐ Other: _______________________________________________________________________ 

B) Define Naming Standards 

Download the Printable Guide

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