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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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
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
How to Use AI to Analyze Discovery360 Results
See how findings get transformed into concrete recommendations
Sample Report: Discovery360
See how findings get transformed into concrete recommendations
Sample Project Plan: Discovery360
Timeline and task breakdown to keep your assessment on track
Sample Survey Questions: Discovery360
Ready-to-use questions that consistently uncover meaningful feedback
Getting Started Guide: Introducing the Discovery360
Your step-by-step roadmap to your first Discovery360
Sample Budget Memo
How to present your budget numbers to your board of directors for approval, and include the context.
Budget Workplan Example
A real workplan that Amy just rolled out for a current client, showing the activities that go into the ~3 month budgeting process.
Helia’s Example: Strategic Plan Framework
Check out The Helia Collective’s very own strategic plan framework from May 2025 to see what it looks like in action
Worksheet: Designing the Right Role at the Right Level
Think through what you truly need before drafting that job description.