The Helia Library
Every challenge you're facing, someone has navigated before. Get going today with our practical tools, honest insights, and real stories from humans who've been there — all designed to help you move from stuck to solution.
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(UX4) Budget-Building That Delivers
We’re trying some things out here! Not a UX tester? See Budget Building that Delivers for this article.
Resource: 3 Month Non-Profit Budget Workplan (UX3)
A 3 month budget workplan for non-profits including timeline, key activities, and who does what (AND a bonus budget template!)
(UX 3) Budget-Building That Delivers
We’re trying some things out here! Not a UX tester? See Budget Building that Delivers for this article.
Health of the Pipeline Tracker
A market research approach to understanding what candidates actually want
Monthly Close Checklist
What to review every single month to ensure timely financials - it’s CRITICAL!
Net Asset Roll Forward Template
As a nonprofit, so much of your revenue is not recognized in the moment. You might raise $3 million in multi-year grants - none of that's going to show up on your P&L. This template will give you a real time pulse on what's actually happening.
From Helia Collective and Team Member Andrea Chen!
Net Asset Roll Forward: The Financial Tool Every Org with Restricted Revenue Needs
Andrea's net asset roll forward system transforms the nightmare of compliance into a strategic management tool that actually helps you run your organization — and gives you the real-time pulse you need to make smart decisions.
Curiosity Over Persuasion: How to Find Recruiting (or sales!) Magic
Caroline Fitz-Roy's approach to recruiting shows how curiosity, layered research, and willingness to adapt create those magical professional connections that feel effortless
Job Market Fit Framework: Leading with Curiosity Over Persuasion
A market research approach to understanding what candidates actually want
Sourcing Strategy Guide: From Market Mapping to LinkedIn Outreach
How to find candidates through strategic research and personalized outreach
Writing With AI Without Losing Your Voice
How The Helia Collective and a nonprofit leader figured out how to use AI to write faster without losing their unique voice + perspective!
GUIDE - Write With AI Without Losing Your Voice
How to use AI to write faster without losing your unique voice + perspective!
Campaign Design Workbook
This workbook will guide you through designing your fundraising campaigns, from getting inspiration to testing, with your team’s strengths in mind.
Amy-Inspired Budget Workplan + Template
A 3 month plan complete with timeline, key activities, and who does what.
Scorecard Example - Sales Team
Good meetings are actually possible - especially when you use a scorecard! Check out our example for a sales team and make it your own.