Resources & Tools
Making the business case for new models of care requires a comprehensive financial analysis that includes a return on investment (ROI). Our ROI Calculator is designed to help health care organizations develop and operate person-centered care models that serve high-need older adults.
CBO-health care partnerships
In partnership with the Health Foundation for Western & Central New York, we developed a series of online training modules for community-based organizations (CBOs) to build their business acumen. Also, a toolkit for CBOs allows them to value and price their services for partnerships with health payers.
Budget & Financial Planning
The following resources were developed to assist community-based organizations in developing project-specific budgets, determining both expense and potential revenues over a five-year time frame.
- Budget and Financial Planning Instructions | Budget and Financial Planning Workbook
- Budget Assumptions Worksheet
- Indirect Cost Worksheet
This guide offers narrative considerations along with helpful tools to develop pricing for integrated care and community-based services. It covers pricing structures, how to set a price, and other pricing strategies.
Cost Per Unit Calculation Tool
This tool is an additional resource to help organizations determine the costs of services in order to set prices.
Cost Categorization Guide
Nonprofit leaders must understand the different categories of cost for effective organizational decision making, product and/or service pricing, financial planning, and reviewing financial performance. This guide provides definitions and examples of the main types of costs involved in organizational financial management.