Incubation Replication Guide & Templates

1

Module 1 - Setting up an Incubator
- Replication Guide - Setting up an Incubator
- Template - Memorandum of Association
- Template - Memorandum of Understanding
2

Module 2 - Incubation Cycle
- Replication Guide - Incubation Cycle
- Template - Pipeline: Partner Source List
- Template - Selection and Due Diligence: Incubation Agreement
- Template - Selection and Due Diligence: Initial Screening
- Template - Selection and Due Diligence: Site Visit Template
- Template - Selection and Due Diligence: Due diligence summary report
- Template - Selection and Due Diligence: Screening Questions Comprehensive
- Template - Selection and Due Diligence: Legal diligence checklist
- Template - Selection and Due Diligence: Understanding the Business
- Template - Selection and Due Diligence: Compliance for Due Diligence
- Template - Boosting Enterprises: GSBI SE Assessment Tool
- Template - Boosting Enterprises: Success And Social Enterprises Understanding Scale Up Commercial Success
- Template - Funding: Term Sheet Demystified
- Template - Funding: Funding Strategies for Business Incubation and Sustainability
- Template - Funding: Attracting the Right Financing for First Stage Scaling Stanford Social Innovation Review
- Template - Funding: Making Your Pitch
- Template - Funding: From Blueprint to Scale
- Template - Funding: Creative Financing for Social Enterprise
- Template - Mentoring: Due diligence on a Mentor
- Template - Mentoring: Mentoring in Social Enterprises
- Template - Mentoring: Mentor Agreement
- Template - Mentoring: Questionnaire for mentors
- Template - Diagnostic Panel: 100 day incubation plan
- Template - Diagnostic Panel: Diagnostic Panel Agenda
- Template - Diagnostic Panel: Diagnostic Panel Question Framework
- Template - Diagnostic Panel: Diagnostic Panel Minutes
- Template - Network: TAP Agreement
- Template - Network: Go to market Strategy
- Template - Measuring and Evaluation: A Beginner’s Guide to Measuring social value
- Template - Measuring and Evaluation: Impact Assessment - Toolsforsuccess
- Template - Measuring and Evaluation: Impact Tracker
- Template - Measuring and Evaluation: Incubatee Tracker Template
- Template - Measuring and Evaluation: Impact Measurement The Unitus Seed Fund Way
- Template - Measuring and Evaluation: Vera Social Impact Strategy
- Template - Exit: Exit Letter
3

Module 3 - Operating an Incubator
- Replication Guide - Operating an Incubator
- Template - Incubation Monthly Update and Review Template
- Template - Operations Finance Update Template
- Template - Workplan Current FY PPT template
- Template - Annual Workplan Current FY Template
4

Module 4 - Incubator Governance
- Replication Guide - Incubator Governance
- Template - Board - Self-Evaluation Checklist