The Tools of the Trade resource series was developed for DOL’s REO grantees by Coffey Consulting, LLC; however, it can be used by any grantee working with unique populations.  The series compels grantees to “hit the pause button,” helping to ensure that what they create will be successful and sustainable.  


The materials in each module consist of three instruments – checklists, resource guides, and workbooks – each designed for specific purposes.  

Checklists: Help grantees determine programmatic strengths and areas of need
Resource Guides: Provide content addressing key components of successful planning
Workbooks: Supply opportunities for grantees to complete activities to improve planning and implementation

The material is organized into three modules:

Build the Foundation focuses on the importance of creating and maintaining a planning infrastructure that will sustain a program well beyond the grant cycle

Create the Infrastructure & Perfect Your Program addresses the value of carefully selecting personnel based on specific qualifications; establishing a staffing configuration that will be able to deliver on the goals set in a Statement of Work; creating a welcoming environment that fosters participant trust and success; sticking to a thoughtful, consistent, and creative planning process; perfecting partnership development and maintenance capabilities; and building comprehensive mentorship activities

Promote Your Program & Address Sustainability emphasizes crafting and implementing clearly defined messages and methods; and thinking about funding from day-one, investigating “tried and true” financial and in-kind funding sources in addition to those that grantees may not immediately consider