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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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!)
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.
How to Build Your AI Knowledge Base Using Rick Mulready's C.O.R.E. Framework
Immediate steps to help “onboard” AI to your work
Helia’s Discovery 360: Getting Clear on What's Actually Going On
Ever wished you had a way to really understand what's happening in your organization – beyond the surface-level stuff? Helia’s Discovery360 is a practical assessment tool that helps gather honest, meaningful feedback from everyone in your organization through surveys and focused conversations.