Strategy + Planning

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A Guided Journey to meet you where you’re at!

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The FULL Strategic Planning Process - the detailed guide (with agendas!) you need for the two day session that will make it all work!

Strategic Plan Framework- a ready to fill in template (including Helia’s 2025 version as an example!)

Do this Well

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OKR Templates AND Examples -  quick template to write your own 1 year AND 90 day templates AND  samples from an edtech start-up, Helia and a local non-profit

AI for OKRs Guide - whether you’re writing them for the first time OR updating, this guide walks you through (with all the prompts) how to make it real.

Take this Further

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Quick Playbook Checklist to help you make your own!

COMING SOON - AI Guide for a Playbook Outline (for your team to expand on/fill in)

Help! with Real Life Scenarios

We have all the things and NO ONE IS USING THEM!!!!

  • OKR meeting agendas - for how to track on a day to day basis

  • OKR Scorecard Templates - Notion templates to build them in and track - in your meetings!

  • 1:1s that Work - these weekly meetings are often the foundation for basically all things, have great 1:1s (hint - link the dashboard/metric section to the OKR scorecard)

We struggle keeping to the plan – how on earth do we do  this when everything keeps changing/feels urgent?

  • Good Meetings are Actually Possible- while it certainly doesn’t solve everything, running good meetings that leverage AND build on the plan can go a long way.

  • COMING SOON - Defining - and Prioritizing - Sustainability - is the story of how one org built a long-term sustainability plan AND a long-term strategic plan - the combination helped them ask the right questions and with those, make the “right” decisions

Money is tight and things, well, they’re not working… How is this part of strategic planning?

  • Good Endings - human story of an org where things were “okay” AND it was time to put closing on the table…

  • COMING SOON - Defining - and Prioritizing - Sustainability - how one non-profit built a business case (80% earned, 80% predictable)AND made the hard choices to invest in making it real

  • COMING SOON - Mergers, Acquisitions + Closures - how are you staying as nimble and thoughtful as possible, considering ALL the possibilities in how to best do your work

How do I bring everyone into this while also actually getting this done?

  • Budget Building That Works: Amy Omand's Secret to Numbers That Make Sense - outlines a strong “bottoms up” budgeting process that brings everyone to the table

  • COMING SOON - Discovery 360s - a Helia-developed tool to engage ALL stakeholders

I think we’re doing this kind of well AND I want to see what others are doing!

  • Send us an email with what you need - we’ll help connect you with it OR put it on the list/start finding experts (recs for Helia Collective members = WELCOME!)

  • New AI search functionality so you can customize your search is in the works. Stay tuned.

  • OR, our favorite - schedule a FREE coffee chat

What else are you struggling with? We have options to help:

We can thought partner on what you’re facing and/or help connect you with what we’ve got.


Scroll here to see all the articles we have on Strategy & Planning - OR go back to The Helia Library to search all articles!

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Discovery360
Ever wished you had a way to really understand what's happening in your organization – beyond the surface-level stuff? We've developed a practical assessment tool – the Discovery360 – that helps gather honest, meaningful insights from everyone in your organization through surveys and focused conversations. It's especially valuable for new leaders, times of change, or when you're feeling stuck.