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
How to Build Your AI Knowledge Base Using Rick Mulready's C.O.R.E. Framework
Immediate steps to help “onboard” AI to your work
Helia’s Discovery 360: Getting Clear on What's Actually Going On
Ever wished you had a way to really understand what's happening in your organization – beyond the surface-level stuff? Helia’s Discovery360 is a practical assessment tool that helps gather honest, meaningful feedback from everyone in your organization through surveys and focused conversations.
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.
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 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
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.