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.
Tell Me More Words: Dianna's Journey Beyond Right and Wrong
Dianna Tremblay has spent years learning that the phrase "tell me more words" can transform any situation where you're tempted to pick sides. Instead of getting trapped in who's right and who's wrong, she's discovered how to create new possibilities by getting genuinely curious about what's happening
Budget-Building That Delivers: Amy Omand's Secret to Numbers That Make Sense
Amy's approach makes budgeting straightforward and human — with a process that involves the right people at the right time, creates ownership instead of resentment, and gives you something you can actually use throughout the year.
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
From Strategic Plan to Daily Reality: Chris O'Brien's Playbook Method
You don't have to choose between being strategic AND operational. Chris O'Brien's playbook approach transforms your organizational vision into teachable, repeatable actions that create culture — not just documentation.
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
Good Meetings Are Actually Possible - Here's How
Hold meetings where real problems get solved, the team talks more than the leader, and everyone leaves feeling more connected and clear about next steps.