Social Enterprise Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Social Enterprise Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Social Enterprise related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Social Enterprise specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Social Enterprise Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Social Enterprise improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Is it useful to provide indicative open ended lists of goods and services provided by the social enterprises, methods of production employed and entities that provide financial support?
   
   

2. Is your nonprofit considering a revenue-generating social enterprise that would benefit from a one-time federal investment through a competitive grant?
   
   

3. Will the transfer build the capacity of a social enterprise and encourage greater organizational and financial sustainability in the long term?
   
   

4. What is your marketing strategy to create awareness, generate trial customers, build preference among customers, and generate repeat business?
   
   

5. How can a social enterprise achieve legitimacy and overcome stakeholder tensions arising from its hybridity to reach its conflicting goals?
   
   

6. What competencies are required to secure revenue from impact investments, social enterprises, and other types of entrepreneurial financing?
   
   

7. What losses of tax revenues occur now or might occur through the authorization of alternative non nonprofit forms of social enterprise?
   
   

8. What policies, procedures and systems will you need to develop or modified to support the transition to becoming a social enterprise?
   
   

9. Can emerging and developing technologies and services promote entrepreneurship within deprived communities and disadvantaged groups?
   
   

10. Are the terms and conditions on which you employ staff appropriate for a future of income generation through trading and contracts?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Social Enterprise book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your Social Enterprise self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Social Enterprise Self-Assessment and Scorecard you will develop a clear picture of which Social Enterprise areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Social Enterprise Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Social Enterprise projects with the 62 implementation resources:


• 62 step-by-step Social Enterprise Project Management Form Templates covering over 1500 Social Enterprise project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Quality Management Plan: How does your organization establish and maintain customer relationships?
   
   

2. Quality Management Plan: Is the amount of effort justified by the anticipated value of forming a new process?
   
   

3. Formal Acceptance: Was the Social Enterprise project work done on time, within budget, and according to specification?
   
   

4. Responsibility Assignment Matrix: What cost control tool do many experts say is crucial to Social Enterprise project management?
   
   

5. Activity Duration Estimates: Why should Social Enterprise project managers strive to make jobs look easy?
   
   

6. Cost Management Plan: Have process improvement efforts been completed before requirements efforts begin?
   
   

7. Assumption and Constraint Log: After observing execution of process, is it in compliance with the documented Plan?
   
   

8. Risk Management Plan: Have customers been involved fully in the definition of requirements?
   
   

9. Team Operating Agreement: Why does your organization want to participate in teaming?
   
   

10. Schedule Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Social Enterprise project estimates?


 
Step-by-step and complete Social Enterprise Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Social Enterprise project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Social Enterprise project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Social Enterprise project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Social Enterprise project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Social Enterprise project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Social Enterprise project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Social Enterprise project with this in-depth Social Enterprise Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Social Enterprise projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Social Enterprise and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Social Enterprise investments work better.

This Social Enterprise All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.