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10 minutes | Business Planning | Manage a Social Enterprise

Breakeven Analysis Template

Use this template to conduct a breakeven analysis and determine the sales volume required to reach the breakeven point for your business.

Business Planning | Manage a Social Enterprise

Example Customer Interview Guide

See examples of themes and questions that can be addressed in a customer interview with an existing or prospective customer. You can use this guide as a starting point to create your own guide by selecting and tailoring questions relevant to your business and adding your own.

7 minutes | Business Planning | Manage a Social Enterprise

Business Model-Impact Canvas

Use this simple business model canvas template called “The Impact Canvas” that is tailored for social enterprises to lay out your business idea.

7 minutes | Marketing | Manage a Social Enterprise

Website Checklist

REDF has compiled a list of ideal components of a website. Take a look and check off what you already have on your website. For components that you don’t have yet, use the two last pages of this document to note what’s missing and start an implementation plan

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

Employee Success Program Design + Logic Model Development Tool

The purpose of this document is reflect on your employee success benefits program. This document can also support your ESE in either developing a logic model, build out an employee success benefits program, or reflect on how you might improve your employee success benefits program.

10 minutes | Business Planning, Employee Success Program | Grow a Social Enterprise, Manage a Social Enterprise

Partner & Customer Evaluation Tool

We’ve created a tool to help you evaluate potential, and even current, partner and customers, based on what is important to YOUR organization. This makes it easier to pursue, release, and/or keep a partner or customer to help you increase your impact!

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

Employee Journey Map Template

This is a template to help you reflect on and document the experience your participant workers are going through as they move through your organization. As you complete this template we want you to really think about what your participant workers think, feel, see, and hear throughout their time working at you ESE.

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.