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

Program Fidelity Overview

Program fidelity refers to how closely a social enterprise executes its employee success program relative to planned activities, as well as the consistency in which it delivers program services across all locations and aspects of the social enterprise

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

Participant Worker Recruitment & Intake Overview

Recruitment and intake describes how a social enterprise markets its work, attracts new participant workers, gathers information from interested candidates, evaluates candidates for program enrollment and / or referral to partner organizations, and documents the process. 

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

Retention Services Overview

Retention services are provided to participant workers who have graduated from an employment social enterprise’s program and transitioned to unsupported employment, such as job placement in a competitive employer or advancement within the social enterprise.

19 minutes | Raising Capital & Fundraising | Grow a Social Enterprise, Manage a Social Enterprise

Major Gifts Overview

The strategic purpose of major gifts is to activate generosity through personal, high-touch donor relationships. 

8 minutes | Raising Capital & Fundraising | Grow a Social Enterprise, Manage a Social Enterprise

Event Fundraising Overview

The strategic purpose of event fundraising is to activate generosity through curated experiences.

14 minutes | Raising Capital & Fundraising | Grow a Social Enterprise, Manage a Social Enterprise

Annual Giving Overview

The strategic purpose of annual giving is to activate generosity through compelling content. Annual giving is probably the most common strategy in fundraising.

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

Selling Process Overview

Selling process refers to a series of steps taken to sell a product or service to a customer. A strong sales process is repeatable and scalable, leverages standardized tools and templates, outlines clear roles and responsibilities for sales team members, and is data driven.

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

Pricing Strategy Overview

Pricing strategy is how a business determines the ideal price of a product or service, informed by a range of factors such as business costs, competition, and customer value.

11 minutes | Leadership & Talent | Grow a Social Enterprise, Manage a Social Enterprise

I Loved My Job – But Considered Leaving, More than Once

During my annual evaluations with my Board, I began giving transition signals, saying that I saw myself remaining in my CEO role for “no longer than five years.” Then it became “two to five years” …and then “about two years.”  Until one day, I said to my Board Chair and Vice-Chair, “I would like to leave in a year.”

10 minutes | Growth Planning | Grow a Social Enterprise

Growth & Product Expansion Decision Process Overview

Growth planning is the process followed by organizations to determine IF & HOW to pursue a new growth opportunity such as starting a new business line, launching a new product, opening a new sales channel, or expanding geographically to a new location.