Proposal for Enrollment Digital Academy for any school in the US and Canada. Any online content can be used. We drive enrollment through market analysis, creative digital platform and print design and strategic planning. Proven results for several clients dramatically boosting enrollment. Transform K12 Education through managed services, technology consulting, strategic planning, enrollment services, digital academies and professional development. We work with over a hundreds schools and districts throughout the country providing leadership, planning and consulting for education technology services, couple with the right blend of onsite and remote support, PD, training and online academies that offer anytime anywhere learning.

1. www.Epiphanymgmt.com 888.EMG-4K12
Contact:
David Mauro
Dmauro@epiphanymgmt.com
614.669.5640
Tessa Tegel
TTegel@epiphanymgmt.com
Douglas Jones
Djones@epiphanymgmt.com
Enrollment Marketing Services
Digital Academy Development
Material contained in this document is proprietary
to Epiphany and is to be treated confidentially by all
recipients. Acceptance of delivery of this material
constitutes acknowledgment of the confidential
relationship under which disclosure and delivery
are made. No part of this publication may be
reproduced by any means without permission in
writing from Epiphany.

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Executive Summary
Are you comfortable with the loss of students from your district to online schools?
Have you started an online school but it has not expanded in its number count
sufficiently?
Over the past decade, a large number of students left their local “brick and mortar” school
districts to attend large online charter schools like ECOT, OHVA (K12.com), OHDELA and
others.
Epiphany Management Group education consultants have been repeatedly successful
in boosting enrollment through an Academy format and services which attract, retain
and regain students:
 Attract-our enrollment and marketing services successfully capture new students
(and thus new revenue) to your district
 Retain-We consult with you to ensure the chosen curriculum options help expand
offerings to keep students engaged and enrolled in your district
 Regain-Our proven services have successfully exceeded expectations of our
district clients in regaining students previously lost to online schools or home
schooling.
Epiphany guides school districts through the process of developing or improving their
own digital academies to help them compete with online schools that may pull
students from existing enrollment, planned recruitment or geographic area. Creating
an online academy within the district ensures student retention by offering a
convenient alternative to students and parents that are considering a rapidly growing
online schooling industry.
We have a track record of helping districts draw back at least 25% of students who
have left the district for online schools through our proven marketing, operations, and
enrollment strategies.
Below you will find a proposal that we put together specifically for your school district.
We’ve been working in this model in Ohio for over eight years and understand
importance of leveraging advances in technology to boost enrollment, and thus
revenue, for “brick and mortar” schools.
Yours in Education,
Tessa Tegel
Senior Director, Consulting Services, Epiphany Management Group

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Why Schools Choose Epiphany
Epiphany provides proven marketing, business model development, operations, and
enrollment strategies to help you create or significantly expand your own online school
academy.
Epiphany is a specialized consulting firm. We focus exclusively in the Education market,
servicing over 100 K-12 schools and districts. With headquarters in Akron, Ohio, we
provide services for K-12 clients throughout Ohio, Michigan and Florida. Epiphany was
founded in 2007 to meet the needs of education clients faced with the inability to scale
their technology needs and stagnant or shrinking budgets.
Our track record speaks for itself.
Here is a small sample of our consultants’ prior online school accomplishments:
 Developed and expanded a STEAM program and online school academy for a
mid-Ohio district exceeding over 60 new students within a year
 Led the growth of a major online school from 200 students in one state to 4,000
students in three states
 Helped a hybrid online charter school system to start their first school in 2008 and
grow them to over 30 schools in multiple states
 Helped grow student count of a ten-year-old established dropout prevention
online school by well over 30% in under 12 months
 Have successfully launched or rebranded digital academies in several public
school districts, with a track record of recapturing over 25% of students who have
left public districts for online schools
Through our services, you can:
 Offer the same flexible online program to students to recapture lost students and
revenue.
 Empower teachers to reach students who want access to alternative forms of
education.
 Keep local dollars “local” in your district.
 Help prevent a loss of funding.
 Regain parents and students that come back because they want to stay
connected to their school community.
Epiphany has a team of consultants that have been deeply involved with school
initiatives in Ohio and Florida since its inception as well as at-risk and virtual charter
schools. Their involvement includes hands-on development, growth and operations of
traditional brick and mortar schools, hybrid 21st Century learning organizations, at-risk
and online schools.

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CRITICAL QUESTIONS
Critical questions that districts often don’t address prior to starting online initiatives:
 Why do students leave your district?
 Who are your main online competitors?
 How will your brand new online program successfully compete?
 How will you attract students to your program?
 How will you sustain your online program long into the future?
 What has caused prior online initiatives (if any) from not continuing to expand?
Most districts start with selecting the tool (courseware) without taking into consideration that
they are actually launching a ‘start-up’ venture that must compete and thrive in a very
competitive environment. When developing an online program, your district must be prepared to
address the two following challenges:
 Compete with established for- profit and non-profit vendors like QDA, ECOT, OHVA,
TRECA and others
 Develop and establish a comprehensive business model for a sustainable initiative
that will become a critical part of your 21st
Century vision
As an experienced and successful partner, we will help you overcome these challenges and
address the critical questions listed above while developing your new online digital academy.
The consulting process that is being proposed is commonly used in corporate and Fortune 500
settings and has been led by our team members in Fortune 500 settings as well as in the K-12
education market over the last fifteen years.
SCOPE OF WORK
Our goal is to partner with you to determine the scope, develop communication initiatives, and
develop a launch plan for a sustainable online program. We will utilize our extensive experience
in developing, improving, and growing an online program to bolster recruitment and retain
existing enrollment.
To develop this program, we will first deliver a collaborative consulting process to establish the
strategic direction for this improved learning program for your district that will establish your
district as a leading operator of an online program.
The collaborative consulting process that we propose to use to develop the new digital academy
has three primary (3) phases:
I. Situation Analysis
II. Strategic Framework
III. Tactical Plan

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PHASE 1-Situation Analysis
This is an extensive process where we work closely with your team to develop a clear
understanding of where the district is today and how the district executes in all major areas of its
operations. Some examples of elements in this phase of the engagement may include:
 Understand the various contextual aspects for district student growth and retention
 Understand the assumptions related to current operations, policies and processes
 Challenge the assumptions related to current operations, policies and processes
 Understand the competitive environment
 Develop a key competitor analysis
 Understand competitive differentiators
 Understand existing marketing plans and tactical elements / tools / practice
PHASE 2-Strategic Framework
This phase will see the development of the strategic blueprint that will outline the broad strategic
initiatives that need to be implemented to realize the goals the team has agreed on.
This framework will outline the strategic initiatives that must be implemented to meet the set
goals. These initiatives will be based on the findings in the Situation Analysis and may include
such elements as:
 Operations-related initiatives
 Marketing & Branding initiatives
 Technology-related initiatives
 Staffing and/or training initiatives
PHASE 3-Tactical Plan
This phase will be the development of the tactical plans and project plans for executing the
framework developed in Phase II.
The tactical plan will include elements based on the initiatives, such as (below are examples
only):
 Marketing plans and related budgets
 Branding
 Website development and/or enhancement
 Communications strategy
 Enrollment strategy
 Program structure

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Process and Key Elements
 Development of Situation Analysis
o Series of meetings & interviews with school leadership & staff
o Competitive and opportunity analysis
o Documentation and review of major assumptions
 Development of Strategic Framework
o District team interviews / meetings
o Development of possible initiatives
o Testing of initiatives against district objectives
o Presentation to district of Situation Analysis and Strategic Framework
 Development of Tactical Plan, which will be executed by the Client with our advisement
and guidance in a series of Strategic Planning meetings
Service Deliverables
The following list outlines the services included in the development, set up, design, (expansion-if
applicable), launch and enrollment capturing process for the digital academy:
 Kick off meeting (Key Client Stakeholders, Epiphany Consulting and Design Team)
 Strategic Planning Sessions (Situational Analysis, Framework, Tactical Plan)
 Market Analysis (understanding competition and student profiles to target)
 Creative Development Design
o Logo: Creation, editing and professional style sheet
o Photography (gathering of photo assets)
o Style guide (Professional samples, suggestions and universal coding)
o Letterhead (custom)
o Brochures, flyers, mailers (custom)
o Other marketing materials
 Microsite with survey/lead generation module creation, development and design, copy,
coding, testing, analysis and training on survey data results
 Organizational Policy and Procedure development
o Consulting on program structure
o School infrastructure and student and teacher device selection
o Vendor management
o Advising client on the creation and development of Acceptable Usage policy
o Software license review
o Asset tracking and device form development
 Advisement on marketing strategies
 Advisement on enrollment and retention strategies
 Meetings, planning and written documentation preparation in support and delivery of the
above steps

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SAMPLE http://www.garawayvirtual.com
Scrolling Images display actual students in Academy with Teacher

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Competition compared & Mobile/Tablet Technology
Included (“responsive” so easily read on mobile/tablet)

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Offerings illustrate you value compared to competition

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Marketing plan, creative design of high-end Print & Physical
Branding increases awareness and core value, along with
cadence of mailings, open house(s) and marketing analysis

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Pricing Schedule
The cost for this project includes all aspects of the above phases and deliverables as described
in the proposed scope and is broken down below:
Scope Deliverables Our Fixed-Fee Cost
Situation Analysis Included
Strategic Framework for Proposed Initiatives Included
Tactical Plan Included
Planning, Design, Development Included
Service Deliverables (meeting, strategic planning, app and web
development, policy creation, creative design and marketing services)
Included
Responsive Technology Development (mobile phone & tablet visuals) Included
Total Annual Fixed Fee Cost*: $38,400
Revenue Comparison Estimates
Students Lost 40-60 students
District Revenue LOSS (Per child)
Revenue Loss (20-40 students)
$6,800(estimated)
$272,000-$408,000 (loss)
New Students Enrolled through our Enrollment
Services
20-30+ each year
$136,000-$204,000+ each
year
Results may vary.

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Conclusion
This model has been very successful for districts just like yours, and we welcome
the opportunity to discuss the details. We have several references available that we
will share and samples of our work that can be examined.
Respectfully,
David Mauro
Vice President of Client Services
dmauro@epiphanymgmt.com
614.669.5640

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Terms & Conditions:
This Service Agreement (“Agreement”) is entered into between _________with principal place of business identified
herein(”client”) and Epiphany Management Group with principal place of business at 283 E. Waterloo Rd, Akron, OH
44319 (“EMG”). Customer and Company are collectively
referred to herein as the “Parties” and singularly as “party”.
Ownership
1. All content developed and/or produced by Company
exclusively for Client, will become the property of Client
only upon full payment for all services rendered.
Company may reuse elements of the deliverables and
may use samples of work performed for Client as
examples of Company’s work and may reference Client
as a client of Company.
2. Company retains in perpetuity, ownership of any and
all intellectual property and/or technology, programming
code employed, deployed or otherwise used in the
development of the video player and in execution of this
proposal. Intellectual property and/or technology which
may be owned by third parties, remains the property of
the original owner. Unless accounted for in this proposal,
Company assumes the cost of and responsibility for usage
of third-party intellectual property relative to technology.
3. Securing any and all usage permissions and copyright
or intellectual property rights associated with any and all
images provided by Client to Company will be the
responsibility of Client unless otherwise stated within this
document.
Non Solicitation & Non Hire
During the term of this agreement and for a period of one
year after termination of this agreement, Parties agree
that they will not, directly or indirectly, hire or solicit for hire
any of the other party’s employees, contractors, clients
for which this project is based, or consultants.
Billing and Payment
Payments will be due on the dates set forth in the Pricing
Schedule regardless of invoicing.
A. All payments are non-refundable and considered
earned upon receipt. All work may cease if any payments
are not received based upon the stated terms.
B. Costs do not include third-party printing, photography
or image licenses, travel costs if any, voice talent,
equipment rental or direct expenses unless otherwise
noted are billed separately and require pre-approval by
Client if in excess of $450.00, unless otherwise specified.
C. Revisions: “Revision” is defined as a tweak or minor change
to the graphics or functionality for this particular feature that
does not require significant development or re-design time, as
determined by EMG. Any/all revisions must be submitted to
EMG by the client by appropriate production timeline date(s).
If revisions are not submitted by appropriate production
date(s), EMG may continue with project production using best
practices.
D. If Company determines it necessary to pursue collections on
any late payments / overdue receivables, Clients jointly and
severally will be liable for all costs associated with the
collections efforts including, but not limited to, all legal costs.
Governing law
This agreement shall be governed by and is constructed in
accordance with the laws of the state of Ohio, with regard to
its choice of law provision.
Term & Termination
Effective date is the date of signing for a period of 12 months.
This agreement will automatically renew for the second year
with the same terms and conditions in full force and effect,
without any necessary action needed by either party unless
either party gives written notice of intent to non-renew on or
before 60-days prior to the first year’s expiration date.
Disclaimer
Nothing in this written agreement or verbal statements
accompanying shall be considered legal advice. The duty is
upon client to determine what, if any, restrictions or legal
ramifications exist pertaining to the creation, marketing and
enrollment of students in this proposed online system.
Entire Understanding
This agreement is binding when signed by both Parties. This
agreement constitutes the entire understanding of the Parties,
and supersedes all prior and contemporaneous written and
oral agreements, with respect to the subject matter. This
agreement may not be modified or amended except in writing
signed by both Parties.

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Client Authorization & Approval for Project
Name of authorized individual with full authority to “Approve” all work related to this project:
______________________________________________.
This individual may be required to approve work at various stages in the project prior to EMG proceeding with the
project. IN WITNESS WHEREOF, The Parties hereto have signed this Service Agreement effective as of the date set forth on
the first page hereof.
IN WITNESS WHEREOF, The Parties hereto have signed this Service Agreement effective as of the date set forth on the first
page hereof
ACCEPTED AND AGREED TO: ACCEPTED AND AGREED TO:
Client Epiphany Management Group
By (signature):_______________ By (Signature):_______________________
Name (Print):_________________ Name (Print):________________________
Tittle:________________________ Title:________________________________
Date:________________________ Date:_____________________________