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5 minutes | Employee Success Program | Manage a Social Enterprise

Comparison of Barrier / Needs Assessment Tools

The table provides an overview of six different assessment tools that ESEs can consider using to understand the baseline needs of their participant workers and measure progress over time.

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