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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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.
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!
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.