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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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
Build a GREAT Board: Nancy’s Relationship-First Framework
Board relationships don't have to be a constant drain or feel like choosing between being supported and being frustrated.
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 for Board Approval
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