Social Entrepreneur Toolkit

Downloadable Resources, Instant Access

Flexibility and patience to effectively coach employees on constantly changing priorities, cultural challenges, and dealing comfortably with issues involving ambiguity.

More Uses of the Social Entrepreneur Toolkit:

  • Ensure you are good at hitting deadlines and managing your time effectively.

  • Ensure you think strategically whilst being execution focused and bring creativity to the challenges you are presented with.

  • Meet with internal partners/clients to understand content needs and direction.

  • Orchestrate: organization policies, practices, and regulations.

  • Stay on the bleeding edge of Social Media trends, tools, and the creator economy to inform Content Strategy.

  • Ensure you are creative and completely original in your style and approach and ultimately portray the best image for the Bacardi brand.

  • Guide: research relevant topics, policies, and influential people and track leads and ideas.

  • Assure your corporation leads and identifies content for multiple Social Media channels.

  • Make sure that your enterprise complies; activities are primarily performed in a regular, climate controlled office setting subject to extended periods of sitting, standing, walking.

  • Oversee all locations office infrastructure to ensure it can support current and future growth.

  • Establish best practices and processes for a growing content team.

  • Control: partner with Supplier Risk Management team to ensure timely and accurate delivery of materials.

  • Steer: continually evaluate environment for opportunities to proactively manage risk and improve processes based on observation, review, and employee feedback.

  • Administer the day to day operation of the Entrepreneurship Center.

  • Supervise: partner with issue management to build out appropriate milestones, owners, and timelines for identified issues.

  • Ensure you nurture; build daily/weekly trends email and weekly analytics snapshots.

  • Establish: research, Business Development, Strategic Planning, Data Analysis, Social Media development, among others.

  • Ensure you guide; lead the identification, communication, measurement, and management of organization wide risk.

  • Ensure you nerd out on entrepreneurship and Organization Development.

  • Oversee the production, stocking and distribution of physical and digital branded materials.

  • Manage: leverage a variety of databases and tools to build reporting on collections strategies channels, etc.

  • Ensure you outpace; good people skills and able to work in changing environments with multiple reporting lines.

  • Ensure you would find ways to measure your success and build on it.

  • Make sure that your organization keeps the team abreast of emerging Social Media trends and technology.

  • Oversee: consistently adhere to brand guidelines/standards and tone of voice.

  • Develop and implement a strategic storytelling plan.

  • Develop: via Social Media channels promote trade and consumer programs.

  • Collaborate with creative team to devise creative content strategies.

  • Guide: review and approve campaign, targeting segments from organization; set up tracking for organic and paid social.

  • Evaluate: actively use Social Media to drive trade and consumer engagement in a creative and organic way.


Save time, empower your teams and effectively upgrade your processes with access to this practical Social Entrepreneur Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Social Entrepreneur 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 Entrepreneur specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Entrepreneur 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 999 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 Entrepreneur improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your best practices for minimizing Social Entrepreneur project risk, while demonstrating incremental value and quick wins throughout the Social Entrepreneur project lifecycle?

  2. How do you go about securing Social Entrepreneur?

  3. What actually has to improve and by how much?

  4. Has implementation been effective in reaching specified objectives so far?

  5. Act/Adjust: What Do you Need to Do Differently?

  6. How do you negotiate Social Entrepreneur successfully with a stubborn boss, an irate client, or a deceitful coworker?

  7. Are all Key Stakeholders present at all Structured Walkthroughs?

  8. Why is Social Entrepreneur important for you now?

  9. Was a Social Entrepreneur charter developed?

  10. What Social Entrepreneur data should be collected?

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 Entrepreneur book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Entrepreneur 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 Entrepreneur Self-Assessment and Scorecard you will develop a clear picture of which Social Entrepreneur 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 Entrepreneur 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 Entrepreneur projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Social Entrepreneur project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Social Entrepreneur project team have enough people to execute the Social Entrepreneur project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Social Entrepreneur project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Entrepreneur 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 Entrepreneur project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Social Entrepreneur 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 Entrepreneur 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 Entrepreneur investments work better.

This Social Entrepreneur 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.