Guides & Resources
Practical documentation for workforce organizations — written from the inside, not from a consulting firm.
For Licensed & Workforce Organizations
Capital Readiness Guide
Most workforce organizations lose funding opportunities not because they lack programs, but because their documentation, governance, and audit trail are not ready when a funder asks. This guide walks through exactly what auditors and grant reviewers look for — and how to have it ready before they ask.
What's included:
- 150+ page practical guide
- Audit preparation checklists
- Compliance documentation templates
- Funding source directory
- Case studies from funded organizations
- Lifetime updates included
Understanding Your License
Platform Licensing Guide
A clear walkthrough of how the Elevate platform license works — what each tier includes, how provisioning works, what you own versus what you access, and how billing and enforcement operate. Included with every managed license at no extra cost.
What's included:
- License tier comparison
- Feature availability matrix
- Compliance requirements by tier
- Upgrade and downgrade pathways
- Support options and SLA details
- Billing, enforcement, and data retention policy
Need Custom Training Materials?
We develop custom guides and compliance documentation for enterprise clients and licensing partners.
Store Guide
Hi! I'm your guide to the Elevate platform. Let me show you around.