Resources, templates and guides
Resources to make running your social enterprise easier
Fed up with searching for templates and guides to help you start or grow your social enterprise?
Yes? Then you're in the right place.
The resources and templates available here are designed to make the business part of running a social enterprise easier for you, because you just want to get on with making a difference in the world in the easiest way possible.
What's included?
Taking care of the money:
Proving your impact:
- Cash Flow Forecast Template
- Profit and Loss Forecast Template
- Profit and Loss Budget versus Actual Template
- Pricing and Costing Template
- Pricing Guidance
- Pricing Mistakes to Avoid
- Pricing Methods
- Costing Tips
- Impact Report Template
- Case Study Standard Questions
- Social Value Checklist
- Involving Stakeholders Guidance
- Data Collection Process Guidance
- Your Ultimate Goal
- Theory of Change and Outcomes
- Impact measurement basics
Starting out:
Policies:
- How to fill in the CIC forms
- Funding Application Guidance
- Early Stage Funding Sources
- Conversations on:
- Work Life Balance
- Authentic Leadership
- Tips for Starting a Social Enterprise
- and more
- Safeguarding Policy Template
- Health and Safety Policy Template
- Data Protection Policy Template
- Financial Controls Policy Template
- Confidentiality Policy Template
- Environmental Policy Template
- Equality and Diversity Policy Template
- Lone Worker Policy Template
More Policies:
More Policies:
- Risk Assessment Template
- Staff Handbook Template
- Employment Contract Template
- Volunteer Agreement
- Induction Checklist
- Business Plan Templates
- Board Expenses Policy Template
- Sustainable Development Policy Template
- Email Usage Policy Template
- Workplace Stress Policy Template
- Disciplinary Policy Template
- Grievance Policy Template
- Complaints Policy Template
More resources are added all the time...
Heidi Fisher
Heidi is the founder of Make an Impact CIC – a social enterprise that supports other social enterprises, charities, public sector agencies and for-purpose organisations to better measure, manage and communicate their impact.
Heidi has been supporting organisations with impact measurement and management for over 20 years, working across all sectors, but she particularly loves working with organisations delivering health and social care, employability and skills, and financial inclusion, and using a Social Return on Investment approach. Heidi also loves organisations that don’t just want to tick boxes but genuinely want to go above and beyond, and continually focus on maximising the impact they have.
Heidi is multi-award winning and received an MBE for Services to Innovation in Social Enterprise and to Impact Measurement in the 2020 New Year Honours.
Heidi has worked with over 3,000 social enterprises, ranging from start-ups through to those with over £1 billion of income supporting them to become more sustainable, develop their trading income and to better measure, manage and communicate the impact they have. Heidi shares her experience and knowledge through delivering workshops and regularly delivers for universities and enterprise programmes in the UK and also globally.
Heidi is the author of two books, "Impact First: The social entrepreneur's guide to measuring, managing and growing your impact" and “Social Enterprise: How to successfully set up and grow a social enterprise.” Her vision is a world where all businesses are social enterprises that positively impact people and the planet.