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Time-Saving Tools and Resources for Non-Profit Leaders
Up your game with these resources, tools, and tips. Download for FREE!
Social Enterprise Mini Series #1 of 10
Social Enterprise Vs Business | What Non-Profit Leaders Need to Know
This document is the first guide in HIP Strategic’s Social Enterprise Success Series (a 10-part series) designed to help non-profit leaders explore and understand social enterprise. It introduces the key differences between social enterprises and traditional businesses, focusing on mission, accountability, revenue models, and impact, while providing practical insights to support informed decision-making before pursuing earned revenue strategies.
Social Enterprise Mini Series #2 of 10
Setting Yourself Up for Success | Evaluation Criteria for Non-Profit Social Enterprises
This document is the second guide in HIP Strategic’s Social Enterprise Success Series (a 10-part series) and focuses on helping non-profit leaders establish clear evaluation criteria before pursuing a social enterprise. It provides practical frameworks, guiding questions, and weighted decision-making tools to assess ideas across areas such as mission alignment, financial sustainability, capacity, risk, and community impact --ensuring thoughtful, strategic, and mission-driven decisions.
Social Enterprise Mini Series #3 of 10
Big Ideas to Smart Decisions: Choosing the Right Social Enterprise
This document is the third guide in the Social Enterprise Success Series (10-part series) and helps non-profit leaders choose the right social enterprise ideas. It outlines a step-by-step process for brainstorming, evaluating, and prioritizing mission-aligned opportunities using strategic filters such as impact, capacity, risk, and financial sustainability—turning big ideas into smart, evidence-informed decisions.
Social Enterprise Mini Series #4 of 10
From Idea to Evidence: Testing Your Top Social Enterprise Concepts
This document is the fourth guide in the Social Enterprise Success Series (10-part series) and helps non-profits test social enterprise ideas using feasibility studies and market research. It outlines how to assess mission alignment, financial viability, risk, and capacity—turning ideas into evidence-based decisions for sustainable revenue and community impact.
Template: Action Planning Worksheet & Tracker
Once your Board has set your goals and associated objectives, it's time to sit back and relax.
Right? No! Strategic planning, when done right, is a two-part process.
The Board sets overall goals and objectives (direction and metrics), and the Management and Staff teams break those down into actionable steps with associated performance indicators to measure individual results.
Worksheet: Action Planning
Breaking Strategic Goals Into Actionable Results
The Board sets Strategic goals and objectives on a three to five-year cycle. Annually, goals are broken down by the management and staff teams into actionable steps to guide daily activities and priorities.
Use this tool to help you understand the various components and break them down into tasks for which individuals can be held accountable.
Case Study:
Building Capacity to Empower Tomorrow
Capacity building is tightly woven into the non-profit sector. Our ultimate success is realized when our clients no longer need us.
This case study delves into how non-profits can weave capacity building into their daily activities and strategic plans to realize results.
Case Study:
Difficult Conversations Bring Change
A neighbourhood walkabout to hear what residents loved about their neighbourhood.
One walkabout a smashing success; the second identifies significant concerns.
Learn from the case study about the value of investing in difficult conversations to bring change.
Checklist:
Ready for Strategic Planning?
Getting prepared to lead your agency through a strategic planning process should be, we'll can we say, "strategic?" The reality is that many variables can impact whether your strategic planning process meets the outcomes the Board and the Management team have identified. It is highly recommended to think it through in advance.
Access our free checklist to help you define and frame your next strategic planning session.
Template
Storyboarding for Impactful Marketing
Gathering the stories that showcase how vital and impactful your organization's daily work is vital for non-profits who want to expand their reach.
Once the stories are captured, share them with pride with your stakeholders, funders, community partners, sponsors, and the community.
Worksheet:
Crafting Your Networking Introduction
How you introduce yourself at networking meetings matters. The great news is that if we take the time to craft and practice our networking introduction so that it rolls off our tongue with ease and comfort, we can make that positive first impression and set ourselves up for success. We need to do a little more prep work...
Craft a memorable and impactful networking introduction using this worksheet.
Tips:
5 Simple Steps to find your motivational sweet spot!
Motivation is one of the biggest challenges faced by organizational leaders.
With proper planning, you can put support in place to keep yourself moving forward.
This set of reflective questions will help you fine-tune your motivation techniques.
