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Service Improvment Change Process: Preparation Checklist

This checklist was written to support a service-based organization in beginning the service improvement process. By first assessing the service systems for problems, barriers, or inefficiencies and by walking through the service provision process from the ...

(template/sample, document (doc/odt), 2012)

Logic Model Example: Substance Abuse Advisory Board

This logic model was created to communicate the purpose and function of a county-designated substance abuse advisory board in a small, rural county in Washington State. The process of designing this document and the final output (the logic model) helped ...

(template/sample, document (doc/odt), 2012)

Fictional Social Enterprise Business Plan: Rice Bowl

This business plan outlines a fictional social enterprise targeting small-scale rice farmers in rural India and connecting them with upscale consumer markets in urban India and abroad. ...

(template/sample, document (pdf), 2012)

Fictional Social Enterprise Financials: Rice Bowl

This excel sheet outlines the startup financials for a fictional social enterprise targeting small-scale rice farmers in rural India and connecting them with upscale consumer markets in urban India and abroad. ...

(template/sample, spreadsheet, 2012)

Fictional Social Enterprise Pitch Deck: Rice Bowl

This slide deck outlines a pitch for a fictional social enterprise targeting small-scale rice farmers in rural India and connects them with upscale consumer markets in urban India and abroad. ...

(template/sample, presentation, 2012)

Team Covenant: A Strategy for Improving Team Culture

This Team Covenant was designed by a diverse team charged with providing comprehensive mental health services to youth and families. The team was made up of professionals, family members, youth, clients, and managers and had a history of strained dynamics. ...

(template/sample, document (pdf), 2012)

Sample Invoice for Professional Services

This simple invoice template can be used to record and bill for professional services provided to or for a social enterprise. ...

(template/sample, document (doc/odt), 2012)

Sample Time Sheet

This simple spreadsheet can help employees and managers track time spent on projects as well as work-related expenses. ...

(template/sample, spreadsheet, 2012)

Monthly Business Report Template & Instructions

Teach A Man To Fish supports student and school-led enterprises in developing countries. This experience has highlighted challenges with regular reporting, especially when the necessary resources are not available. ...

(template/sample, document (doc/odt), 2012)

Volunteer Assignment Planning & Review Summary

The purpose of this form is to facilitate the joint planning and reviewing of a placement by the volunteer and school, learning of both volunteer and school, and to ensure that each party's objectives are met. The form allows for the volunteer to ...

(template/sample, document (doc/odt), 2012)

Student Event Planning Exercise

Teach A Man To Fish supports student-led enterprises in developing countries. To this end, it has produced an exercise which is designed to facilitate a student's learning of Events Planning. The exercise encourages students to independently consider ...

(template/sample, document (doc/odt), 2012)

Solimar International's Sustainable Tourism Toolkit Sampler

Solimar International's "Sustainable Tourism Toolkit" helps local entrepreneurs – particularly in developing countries - understand and complete the steps of growing small and medium-sized tourism enterprises that not only generate jobs and ...

(template/sample, document (pdf), 2012)

The Banyan: Performance Dashboard Framework

The Banyan is an innovative nonprofit operating in Channai, India to provide comprehensive care for people with mental illness. They created this dashboard framework to help them identify, track, and communicate indicators to demonstrate program ...

(template/sample, spreadsheet, 2012)

Pro Forma Income Statement: Blended Value Feasibility Study

The Pro Forma Income Statement is a summary listing of the revenue and expenses generated by a social enterprise activity. (In the planning stage, financial statements are called ‘Pro Forma,’ which means they show what is expected.) This document can also ...

(template/sample, spreadsheet, 2012)

Pro Forma Income Statement: Blended Value Business Plan

The Pro Forma Income Statement is a summary listing of the revenue and expenses generated by a social enterprise activity. (In the planning stage, financial statements are called ‘Pro Forma,’ which means they show what is expected.) This Income Statement ...

(template/sample, spreadsheet, 2012)

Root Cause Analysis Worksheet (BEACON: Social Enterprise Advisor)

This worksheet will step you through a simple Root Cause Analysis of a social problem you are trying to solve by first identifying the problem and its symptoms, then asking the 5 Why's to hone in on a single (or more than one) root cause. ...

(template/sample, document (doc/odt), 2012)

Theory of Change Worksheet (BEACON: Social Enterprise Advisor)

This worksheet is part of BEACON's Social Enterprise Advisor and steps the user through the process of creating a theory of change to inform planning for a social enterprise. ...

(template/sample, document (doc/odt), 2012)

Logic Model Worksheet (BEACON: Social Enterprise Advisor)

This worksheet is part of BEACON's Social Enterprise Advisor and steps the user through the process of developing a Logic Model to inform planning for a social enterprise. ...

(template/sample, document (doc/odt), 2012)

Stakeholder Analysis Worksheet (BEACON: Social Enterprise Advisor)

This worksheet is part of BEACON's Social Enterprise Advisor, and steps the user through a Stakeholder Analysis, including brainstorming potential stakeholders, identifying their role, attitudes, and contribution to resolving or persisting the social ...

(template/sample, document (doc/odt), 2012)

Business Owner Interview Template (BEACON: Social Enterprise Advisor)

This interview template will help you gather additional information about your social enterprise business ideas by learning from business owners who have gone through the start up process. Use a blank template for each interview you conduct. ...

(template/sample, document (pdf), 2012)