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Final Presentation
March 19, 2015 Marcel, Richard, Sanchita, Yu Jung, Yuri
Agenda
1
2
3
4
Overview
Research
Deliverables
Impact
Agenda
1
2
3
4
Overview
Research
Deliverables
Impact
Client and Contact1
Erika's Lighthouse is a grassroots, educational organization
dedicated to raising awareness of adolescent depression and
mental health for young people. At Erika's Lighthouse, we
strive to break stigma and educate our community about
mental health issues through various programs directed
toward schools, teachers, parents, physicians and other
healthcare professionals, and teens themselves.
Peggy Kubert
Initial Fact Gathering1
ERIKA’S LIGHTHOUSE
Curriculum Teen Programs Trainings Events
Red Flags
Real Teens
Study Guide
Teen Depression:
Stories of Hope
and Health
Teen Panel
Teen Club
Curriculum
Training
Teen Panel
Training
School Training
Professional
Training
Young Adult Event
General
Awareness Event
Initial Fact Gathering1
ERIKA’S LIGHTHOUSE
Curriculum
Red Flags
Real Teens
Study Guide
Teen Depression:
Stories of Hope
and Health
● Newest program, intended to replace Red Flags
● Targeted towards younger adolescents (7-8th
graders)
● Requires less teacher training than existing programs
Initial Fact Gathering1
Project Scope1
Our goal is to help them achieve their mission by increasing the number of
schools with this program by 200% in the next 3 years.
Teen Depression: Stories of Hope and Health is currently in ~25 schools.
PROGRAM GROWTH
Agenda
1
2
3
4
Overview
Research
Deliverables
Impact
● Why?
○ Reasoning behind our research areas
■ Valuable insight into our rationale
● What?
○ Description of our findings
■ Summary of what we learned
■ Focus on practical application
Why & What of Research2
Research Areas2
Outreach Strategy
District Board
Meetings
Conferences
Direct
Outreach
Other Areas
Comparative
Strategy
Similar
Organizations
2 District Board Meetings
Why What
● EL could reach a decision-making
target audience swiftly and
approach them with a program like
TDSHH
● Assumed Top-Down outreach
approach would be effective -
confirmation seeking
● Spoke with different members of
different school district boards incl.
Maine Township Schools
● Determined District Board
Meetings are largely a space to
deal with administrative work
● Decided it would be lower priority
Health/Educator/Clinical Conferences2
Why What
● Conferences distribute Erika’s
Lighthouse’s name across a large
number of people
● Networking Opportunity
● Researched numerous relevant
conferences and compiled them
into one spreadsheet
Direct (Organic) Outreach2
Why What
● Referrals and district
expansion/concentration
● Bottom-Up approach to program
implementation
● Consistent with methodology of
similar organizations
● Allowed for more nuance and
outreach customization
Comparative Strategy2
Why What
● Elyssa’s Mission is a similar
organization to Erika’s Lighthouse
on the North Shore
● Get insight into comparative
strategy
● Queried executive member of
Elyssa’s Mission for information
regarding their outreach
● Applied this knowledge in a
Research Report
Similar Non-Profit Organizations2
Why What
● See what has worked for others
● Establish contacts/network
● Measure feasibility of various
outreach methods
● Jumpstart, Teach for America,
Supplies for Dreams, and similar
organizations
● Many endorsed a bottom-up
approach
● District level interactions were
most effective after piloting
initiative
Other Areas Explored2
● Advertising
● Teen Panel Program
● Teacher Workshops
● PTO Meetings
● Mental Health Authorities
● Legal Requirements
● Board of Education
● Partnerships
● Erika’s Lighthouse Board of Directors
● Research Center
Agenda
1
2
3
4
Overview
Research
Deliverables
Impact
Outreach Methods23
Outreach Methods23
2. Tracking System - Salesforce
Deliverables3
1. Research Report
a. Organization Categories
b. Salesforce Training Guide
a. Summary of Research
b. Recommendations for Outreach
Outreach Methods2
RECOMMENDATION 1: STRATEGICALLY TARGET SCHOOLS
3
300
8658
U-46
203
207
Strategically targeting schools minimizes
the amount of time and effort needed in
outreach.
Why?
How? Develop a process to classify schools as
target
Stages of Progress3
Prospect Target Approach
In ProgressClosed
Success
Recycle
Outreach Methods23
Is this school in a
district where at
least one school is
using the program?
Has this school had
teen panel or other
awareness events?
Does this school
have a teen club?
Are there existing
contacts in the
school?
Category 1 ✓ ✓ ✓ ✓
Category 2 ✓ ✓ ✓
Category 3 ✓ ✓
Category 4 ✓
Outreach Methods23
Is this school
in a district
where at least
one school is
using the
program?
Has this
school had
teen panel or
other
awareness
events?
Does this
school have a
teen club?
Are there
existing
contacts in
the school?
Category 1 ✓ ✓ ✓ ✓
Category 2 ✓ ✓ ✓
Category 3 ✓ ✓
Category 4 ✓
Category 2:
Category 3:
Encourage teen club members to
speak to their teachers/advisors
Ask for referrals from others
schools in the district already
using the program
Category 4
Category 3
Category 2
Category 1 Utilize existing contacts
Outreach Methods2
RECOMMENDATION 2: SATURATE A DISTRICT
3
Referrals
Sustainability
Reproducible
Model
Influence
District
Saturation
Outreach Methods23
Referrals
Saturating a district enables multiple referrals to a single
school
Influence
More schools in a district using the program → More
influence → Approvals by higher school officials
Outreach Methods23
Sustainability
● Peer interaction
● Easier tracking
Reproducible
Model
Inter-district variations become more predictable
● Schools
○ Location
■ District
■ Private School
● Contact Source
○ Personal Contact / Referral
○ Conference
○ Workshop
○ Partnership
○ Other
Organizational Categories3
Stages of Progress3
Prospect Target Approach
In ProgressClosed
Success
Recycle
Stages of Progress3
Prospect All schools Erika’s Lighthouse does not have any presence in
Target Schools with existing contacts, programming, presence in district
Approach Schools with which you have made initial contact (email, phone, meeting)
In Progress Indefinite period, back and forth contact, getting programming into the school
Closed / Success Program is implemented in school
Closed / Recycle Did not succeed, follow up next year
Non-School Account is not a school
SalesForce Training Manual3
SalesForce Training Manual3
SalesForce Training Manual3
Recording Activity History
Agenda
1
2
3
4
Overview
Research
Deliverables
Impact
● Research Report
● Salesforce Training Guide
Impact on Erika’s Lighthouse4
Deliverables
Sustainability
Scalability
● Salesforce as a free resource
● Has been set up based on our research
● Helps Peggy with tracking contacts and outreach
● Salesforce can track other aspects of the
organization
● Funding, teen programs and volunteer engagement
● Non-profits and for-profits are more similar than expected
● Achieving a socially-oriented mission still takes effort
Impact on Our Learning4
Non-profits
Consulting
Dynamics
● Maintaining a good relationship with the client
● Developing effective presentation skills
● Dividing work according to strengths and skills
● Creating a culture of respect and accountability
Impact on Our Team4

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Final Presentation

  • 1. Final Presentation March 19, 2015 Marcel, Richard, Sanchita, Yu Jung, Yuri
  • 4. Client and Contact1 Erika's Lighthouse is a grassroots, educational organization dedicated to raising awareness of adolescent depression and mental health for young people. At Erika's Lighthouse, we strive to break stigma and educate our community about mental health issues through various programs directed toward schools, teachers, parents, physicians and other healthcare professionals, and teens themselves. Peggy Kubert
  • 5. Initial Fact Gathering1 ERIKA’S LIGHTHOUSE Curriculum Teen Programs Trainings Events Red Flags Real Teens Study Guide Teen Depression: Stories of Hope and Health Teen Panel Teen Club Curriculum Training Teen Panel Training School Training Professional Training Young Adult Event General Awareness Event
  • 6. Initial Fact Gathering1 ERIKA’S LIGHTHOUSE Curriculum Red Flags Real Teens Study Guide Teen Depression: Stories of Hope and Health ● Newest program, intended to replace Red Flags ● Targeted towards younger adolescents (7-8th graders) ● Requires less teacher training than existing programs
  • 8. Project Scope1 Our goal is to help them achieve their mission by increasing the number of schools with this program by 200% in the next 3 years. Teen Depression: Stories of Hope and Health is currently in ~25 schools. PROGRAM GROWTH
  • 10. ● Why? ○ Reasoning behind our research areas ■ Valuable insight into our rationale ● What? ○ Description of our findings ■ Summary of what we learned ■ Focus on practical application Why & What of Research2
  • 11. Research Areas2 Outreach Strategy District Board Meetings Conferences Direct Outreach Other Areas Comparative Strategy Similar Organizations
  • 12. 2 District Board Meetings Why What ● EL could reach a decision-making target audience swiftly and approach them with a program like TDSHH ● Assumed Top-Down outreach approach would be effective - confirmation seeking ● Spoke with different members of different school district boards incl. Maine Township Schools ● Determined District Board Meetings are largely a space to deal with administrative work ● Decided it would be lower priority
  • 13. Health/Educator/Clinical Conferences2 Why What ● Conferences distribute Erika’s Lighthouse’s name across a large number of people ● Networking Opportunity ● Researched numerous relevant conferences and compiled them into one spreadsheet
  • 14. Direct (Organic) Outreach2 Why What ● Referrals and district expansion/concentration ● Bottom-Up approach to program implementation ● Consistent with methodology of similar organizations ● Allowed for more nuance and outreach customization
  • 15. Comparative Strategy2 Why What ● Elyssa’s Mission is a similar organization to Erika’s Lighthouse on the North Shore ● Get insight into comparative strategy ● Queried executive member of Elyssa’s Mission for information regarding their outreach ● Applied this knowledge in a Research Report
  • 16. Similar Non-Profit Organizations2 Why What ● See what has worked for others ● Establish contacts/network ● Measure feasibility of various outreach methods ● Jumpstart, Teach for America, Supplies for Dreams, and similar organizations ● Many endorsed a bottom-up approach ● District level interactions were most effective after piloting initiative
  • 17. Other Areas Explored2 ● Advertising ● Teen Panel Program ● Teacher Workshops ● PTO Meetings ● Mental Health Authorities ● Legal Requirements ● Board of Education ● Partnerships ● Erika’s Lighthouse Board of Directors ● Research Center
  • 21. 2. Tracking System - Salesforce Deliverables3 1. Research Report a. Organization Categories b. Salesforce Training Guide a. Summary of Research b. Recommendations for Outreach
  • 22. Outreach Methods2 RECOMMENDATION 1: STRATEGICALLY TARGET SCHOOLS 3 300 8658 U-46 203 207 Strategically targeting schools minimizes the amount of time and effort needed in outreach. Why? How? Develop a process to classify schools as target
  • 23. Stages of Progress3 Prospect Target Approach In ProgressClosed Success Recycle
  • 24. Outreach Methods23 Is this school in a district where at least one school is using the program? Has this school had teen panel or other awareness events? Does this school have a teen club? Are there existing contacts in the school? Category 1 ✓ ✓ ✓ ✓ Category 2 ✓ ✓ ✓ Category 3 ✓ ✓ Category 4 ✓
  • 25. Outreach Methods23 Is this school in a district where at least one school is using the program? Has this school had teen panel or other awareness events? Does this school have a teen club? Are there existing contacts in the school? Category 1 ✓ ✓ ✓ ✓ Category 2 ✓ ✓ ✓ Category 3 ✓ ✓ Category 4 ✓ Category 2: Category 3: Encourage teen club members to speak to their teachers/advisors Ask for referrals from others schools in the district already using the program Category 4 Category 3 Category 2 Category 1 Utilize existing contacts
  • 26. Outreach Methods2 RECOMMENDATION 2: SATURATE A DISTRICT 3 Referrals Sustainability Reproducible Model Influence District Saturation
  • 27. Outreach Methods23 Referrals Saturating a district enables multiple referrals to a single school Influence More schools in a district using the program → More influence → Approvals by higher school officials
  • 28. Outreach Methods23 Sustainability ● Peer interaction ● Easier tracking Reproducible Model Inter-district variations become more predictable
  • 29. ● Schools ○ Location ■ District ■ Private School ● Contact Source ○ Personal Contact / Referral ○ Conference ○ Workshop ○ Partnership ○ Other Organizational Categories3
  • 30. Stages of Progress3 Prospect Target Approach In ProgressClosed Success Recycle
  • 31. Stages of Progress3 Prospect All schools Erika’s Lighthouse does not have any presence in Target Schools with existing contacts, programming, presence in district Approach Schools with which you have made initial contact (email, phone, meeting) In Progress Indefinite period, back and forth contact, getting programming into the school Closed / Success Program is implemented in school Closed / Recycle Did not succeed, follow up next year Non-School Account is not a school
  • 36. ● Research Report ● Salesforce Training Guide Impact on Erika’s Lighthouse4 Deliverables Sustainability Scalability ● Salesforce as a free resource ● Has been set up based on our research ● Helps Peggy with tracking contacts and outreach ● Salesforce can track other aspects of the organization ● Funding, teen programs and volunteer engagement
  • 37. ● Non-profits and for-profits are more similar than expected ● Achieving a socially-oriented mission still takes effort Impact on Our Learning4 Non-profits Consulting Dynamics ● Maintaining a good relationship with the client ● Developing effective presentation skills ● Dividing work according to strengths and skills ● Creating a culture of respect and accountability
  • 38. Impact on Our Team4

Editor's Notes

  1. Sanchita
  2. Sanchita
  3. Sanchita
  4. Sanchita
  5. Sanchita
  6. Sanchita
  7. Sanchita
  8. Sanchita
  9. Marcel
  10. Marcel
  11. Rich
  12. Marcel
  13. Rich
  14. Marcel
  15. Rich
  16. Marcel
  17. Rich
  18. Yu Jung
  19. Yu Jung
  20. Yu Jung
  21. Yuri
  22. Sanchita