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20 minutes | Business Planning | Manage a Social Enterprise

Example Business Plan

Review an example of a business plan to gain a perspective on the structure, format and language of an ESE business plan.

11 minutes | Business Planning | Grow a Social Enterprise, Manage a Social Enterprise

Lead Qualification Tool

You can use this tool to determine whether prospective customers are a good fit for the organization and how likely they are to become customers.

10 minutes | Business Planning | Grow a Social Enterprise, Manage a Social Enterprise

Net Promoter Score Survey & Analysis

Learn more about how to conduct a NPS survey and analysis, and see an example analysis output.

30 minutes | Business Planning, Financial Management | Manage a Social Enterprise

Double Bottom Line (DBL) Analysis – Starter Kit

Double Bottom Line (DBL) financial analysis helps us understand how financially self-sustaining each part of our ESE is. Download this resource to create and analyze your own DBL income statement.

3 minutes | Growth Planning | Grow a Social Enterprise

SNAP E&T: Tools and Resource Platform

Welcome to All Things SNAP Employment & Training 2025 Cohort Four Resource & Landing Page This SNAP E&T tools and resources page houses recorded webinars, a range of SNAP E&T tools, templates and best practices.  The resources are organized based on the five main components of SNAP E&T alignment: services, organization capacity, funding and participant […]

3 minutes | Employee Success Program | Grow a Social Enterprise, Manage a Social Enterprise

Job Readiness Assessment Tool

The tool establishes a threshold for essential skills and personal readiness for social enterprise employees ready to move into competitive employment. The standards are compelling because they are designed to measure workers’ on-the-job performance, rather than a measurement of inputs or test-based performance.

15 minutes | Operations | Grow a Social Enterprise, Manage a Social Enterprise

CRM Software Analysis

This presentation provides a user-friendly summary of research conducted on different types of CRM (Customer Relationship Management) software available on the market.

24 minutes | Business Planning, Growth Planning | Grow a Social Enterprise, Manage a Social Enterprise

Venture Criteria Tool

This Venture Criteria Bank & Template Tool can be used for ESEs to generate, refine, and prioritize a set of venture criteria that will enable them to meet their business, social, and operational goals.

8 minutes | Operations | Grow a Social Enterprise, Manage a Social Enterprise

Operations Improvement Playbook

This resource tailors its advice and guidance to early-stage ESEs, is designed with a “newly-onboarded COO of an ESE” in mind, and incorporates an organizational change management lens on operations improvement