Page 25 - Marcela Lima

Idea 2 | Handover Framework & AI Documentation Idea 3 | Irish Social Enterprise Framework/ SERI Redesign

The second idea focused on biggest challenge pointed by AI Capabilities - Artificial Intelligence improve efficiency This solution is thought to be lightweight and practical, The third idea is a Social Enterprise Framework for Ireland

SEs and answer the question: and reduces manual workload: automatically tracks and helping social enterprises retain knowledge, simplify Idea 3 - a centralised digital hub that responds directly to the
structures internal processes, matches transitions with onboarding, and ensure long-term sustainability without main challenges identified through my research. These

What if we could make succession planning templates and checklists, summarises key insights and adding extra burden to already time-poor founders. Irish Social Enterprise Framework include access to resources, collaboration and networking,

easier? history, provides structured notes and suggestions policy and ecosystem support, governance and knowledge
retention, skills development and capacity building, and
financial sustainability. The hub would aim to create a more
Collaboration & Networking Governance &
Many SEs rely on a single individual, which can lead to Policy & Ecosystem Support Knowledge Retention cohesive and structured framework for the sector
burnout and organisational disruption when that person Idea 2 IMPACT
MEDIUM
leaves. To address this, I suggest a structured handover LOW HIGH Financial
Sustainability
framework supported by AI-driven documentation tools. + Skills Development & Impact Measurement What if this solution already exists in some
Capacity Building
form?

The tool would be web-based, accessible on both phone
and computer, and integrate easily with existing workflows. Exploring this question, a looked closely to the work SERI

Key features of the solution include (see Figure 15): (Social Enterprise Republic of Ireland) have been doing.

Their member portal already covers most of the features I
Support Different Types - The framework includes had imagined - including an AI assistant to support queries,

tailored paths for different transition scenarios (Leadership Handover Framework AI Documentation a resource library with available funding, templates and
transitions, Employee/Volunteer onboarding, Team growth)
discounts, access to expert-led/members-led workshops

and classes. The platform also offers Peer X, a space for
Repository - A centralised library with key resources to
support smooth transitions with templates, best practices, connecting members, while their main public website

toolkits, compliance guides, and video walkthroughs. features their ongoing advocacy work. Another important
asset is a highly active WhatsApp community group where

Checklists-Structured guides for step-by-step onboarding members receive support and guidance from their peers.

and transitions: process maps and video walkthroughs
The fact that the SERI platform already includes many of the

Mentorship & Peer Support - Supports community resources identified in the research phase confirms that
knowledge sharing and peer learning: a knowledge-sharing the direction of my research was relevant and connected

hub and mentorship-matching feature to real needs.

Legacy Book - Captures the history and evolution of However, while SERI’s platform offers important tools, the

the organisation - key decisions, lessons learned, tracked website still lacks consistency in its structure and design. As
processes – in digital book format. shown in Figure 16 the main page and member’s area uses
different logos, colours and font, which affects usability.

Process Book Develop 25