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.
Meet our Contributors
All Articles
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.
How to Find Your Government Human (the Vatalaro Way!)
A practical guide to building relationships with the mission-driven folks inside government who can help you navigate funding, partnerships, and opportunities
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.
Worksheet: Campaign Design
Co-design 2–3 fundraising campaigns that align with your vision, activate your network, and build from internal strengths.
How to Build a Leveling Framework Using AI
Stop reinventing the wheel when it comes to performance clarity. Use AI to help you build Rachel's proven leveling framework approach!
Brand Story Machine - DIY Style
Shannon’s created a starter Brand Story Machine DIY kit - take 10ish minutes to answer the questions (ChatGPT style) and further define who you are + what you’re all about!
The Helia Collective’s AI GUIDE: How to Segment Your Market 10 Different Ways (David deSouza's Wisdom!)
A simple starter guide for organizations who've found their groove but need to understand their customers better
The Messy Middle Marketing Playbook
A guide for organizations working to make our world a little better that have found their groove but need to scale systematically
The Above-the-Fold Website Conversion Checklist
Your above-the-fold content — what people see on their phone or screen before scrolling — determines whether visitors engage or leave. This checklist gives you the essential elements that convert browsers into supporters, participants, or customers.