Content Type: Tools & Templates

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

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