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ZIP Coalition Management Tools

Resource
Description
Recommended Frequency
Quarterly Report Template
This required report should be completed quarterly and submitted to The Health Foundation of Greater Indianapolis or other granting agency. Currently, most ZIP Coalitions utilize Continuud for this function.
Quarterly
Budget Report Template
This required report summarizes the Coalition’s expenses during the previous quarter and should be completed and submitted to The Health Foundation of Greater Indianapolis or granting agency. Currently, most ZIP Coalitions utilize Continuud for this function.
Quarterly
Annual Report Template
This required report is a recap of the most recent grant year and should be completed and submitted to The Health Foundation of Greater Indianapolis or granting agency. Currently, most ZIP Coalitions utilize Continuud for this function.
Annually
ZIP Coalition Toolkit
This provides an overview of the coalition, its structure, and how to build coalition structure and capacity.
As Needed
2024 ZIP Coalition Meeting Schedule
A printable schedule of the meetings for all of the ZIP Coalitions in 2023.
As Needed
Outbreak Response Template
A tool to guide the development of a regional response plan for potential outbreaks.
As Needed
Data Review Guide
This guide should be used during each quarterly ZIP Coalition meeting to identify highlights, trends, concerns, etc., from the data reviewed.
Quarterly
Member Management Template
This contains contact information and other details for ZIP Coalition members, tracks attendance at quarterly meetings, and populations a dashboard of member engagement. This tool is primarily for those ZIP Coalitions who do not use Continuud’s ZIP Member Portal.
Quarterly
Action Commitment Form Template
A template to keep accountability of commitments, goals, and priorities as needed.
As Needed
Meeting Summary Template
A template to provide a record of discussion topics during quarterly meetings. Currently, most ZIP Coalitions utilize Continuud for this function.
Quarterly
Meeting Agenda Template
A template to assist in the planning and facilitation of quarterly ZIP meetings. Currently, most ZIP Coalitions use Continuud for this function.
Quarterly
Annual Planning Calendar Template
A template that provides a high-level view of ZIP Coalition activities, external events and other important dates and deadlines. The calendar should be updated annually and reviewed quarterly to make sure deadlines are met.
Annually
Coalition Workplan Template
This template is populated by the priorities identified during the environmental scan/priority setting meeting; the workplan should be reviewed during each quarterly ZIP Coalition meeting and updated annually.
Annually

Coalition Workplans

Coalition 1 Workplan
Download
Coalition 2 Workplan
Download
Coalition 3 Workplan
Download
Coalition 4 Workplan
Download
Coalition 5 Workplan
Download
Coalition 6 Workplan
Download
Coalition 7 Workplan
Download
Coalition 8 Workplan
Not Available
Coalition 9 Workplan
Download
Coalition 10 Workplan
Download
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