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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Delegation That Actually Sets Your Team Up to Win
Delegation shouldn't feel like throwing work over a wall and hoping for the best. Laila's approach transforms delegation from a task handoff into a strategic setup
Mergers and Closures: Unexpected Ways to Move Your Mission Forward
Kate’s approach transforms organizational transitions from crisis management into strategic choice—because the work matters more than any individual organization, and the more intentional we get about structure, the better the work will be.
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.
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.