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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Worksheet: Designing the Right Role at the Right Level
Think through what you truly need before drafting that job description.
Common Roles Reference Guide
Outlines of responsibilities, boundaries, and typical compensation ranges to help you make informed decisions about the right roles for your organization's stage and goals.
The Opt-In Conversation Guide: Scripts & Templates
An Opt-in conversation offers a team member a choice between staying with the organization (with immediate changes to performance and/or attitude) or leaving (with a severance package and support for a smooth transition).
Strategic Plan Framework
The two-page template Libby uses to document decisions and keep priorities visible
Strategic Planning Process
8 structured strategic planning agendas to take you through Libby's FULL process
Libby's OKR Meeting Agendas
Quarterly, weekly and 1:1 meeting templates for leveraging OKRs throughout the year - plus a guide to walk you through it!
New Harbor Guide - Top 8 Things You Can Do to Protect Yourself
8 simple steps to better online security
Weekly Team Meeting Agenda Template
Organize your team each week with this simple, effective agenda
Scorecard Example for Weekly Team Meetings
Add a scorecard to your weekly team meeting agenda and use it to uncover issues to discuss during the meeting
Libby’s Simple 1:1 Agenda Template
Simple structure: Something Good, What's Keeping You Up at Night, Strategic Items, Tactical Items, Next Steps
Light-hearted Meeting Openers
Here’s a list of our favorite Light-hearted Meeting Openers to start meetings with humanity and joy.
Worksheet: Integration into Organizational Practices “The Where”
Establish internal systems, staffing, and rhythms needed to sustain your fundraising plan.
Worksheet: 1-Year & 90-Day Objectives & Key Results Worksheet “The When”
Translate strategic priorities into clear and actionable 12-month and 90-day objectives and key results (OKRs).
Worksheet: Stakeholder & Pipeline Mapping “The Who”
Clarify the landscape of current and potential supporters—individual, institutional, and network-based—and organize them into actionable tiers for strategic engagement.
How to Create a Customized Organizational GPT in ChatGPT
Want to create a GPT that actually works the way you do? This guide by Natalie Bergstrasser walks you through how to build a custom ChatGPT tailored to your team’s tone, strategy, and real-world use cases.
The Finding Funders Guide: How to Use ChatGPT to Find New Philanthropic Funders
Looking for new funders, but not sure where to start? This step-by-step guide by Natalie Bergstrasser shows you how to use ChatGPT to generate a strategic, organized funder list tailored to your organization’s funding goals.