2. In the Beginning
Request for Proposals–A business plan for Explorations
in Math including: (3) year growth planning and funding
plan based on strategic goals.
- Growth - We are committed to accelerating the addition of new
schools locally as well as in new geographies and want to
deepen our relationships with our existing member schools.
- Funding - Help identify ways to replace sunsetting funding in
addition to identifying new funding streams needed for growth.
3. The Approach
Assessment of Capacity, Program and Funding
Create a Business Plan
Present the Plan to the Board
4. Assessment
24 Interviews
- 5 Board
- 11 Staff
- 6 Educator/Advisor
- 2 Funder/Donor
Capacity:
- Awareness, Buy-in, Preparedness, Positioning
Programming:
- Portability and Demand for Programming
Fundraising:
- Availability of Funds and Funders’ Willingness to Support
5. Findings
Most generally aware of plans but unclear on details
Mixed feelings about capacity to grow
Many sought evidence of successes/assessment tools
Unanimous sense of accomplishment
Strong belief in the portability of programs
General concern regarding sources of funding
Most eager to grow, but not convinced that EIM was
ready
Strong belief in and support for new ED
6. Recommendations
Prepare a business plan that would:
- Fully define and clearly articulate EIM’s key activities
- Quantify “growth” and “stability relative to goals
- Identify impediments to realization of goals
- Develop strategy to overcome impediments
- Encourage investments necessary to execute strategy
7. Discovery
Growth meant vastly different things to different people:
- Pilot deployment and iterative growth over time
VS.
- Aggressive growth through pilot programs to national roll-out
Working with STIC – defined Growth, Direction and
Priorities:
- Growth focused on pilot initiatives
- Roadmap vs. Business Plan
- Programming, Fundraising, Assessment
Tools, Pilots, Sustainability
8. Roadmap
To present itself to stakeholders and donors as an
effective and viable model of social change, EIM is
working to document and shore up its operations by:
- Demonstrating funding plan, diversify donor base, manage
expenses
- Identifying product lifecycle & how it measures, reports on and
evolves
- Defining market, activities, audience segments & compelling
messaging
- Articulate its unique culture & how resources are organized
Roadmap Organization
- Financial Stability
- Program Sustainability
9. Financial Stability
Fundraising Strategy
Achieving Structural Sustainability
- Reduce budget gap by 30% per year through fundraising and managed
spending
Development Plan
- Philanthropic Assessment
- Contributed Revenue Strategy
- Earned Revenue Strategy
- Schedule of Fundraising Activities
Efficiency and Financial Assessment
- Program Cost Analysis and Awareness
- Review Program Pricing
- Implement Video Training Program
10. Program Sustainability
Program Sustainability, Lifecycle and Efficacy
- Curriculum Framework
- Assessment Tools
Organizational Structure and Management
Operations and Systems
Market and Activity Definition
- Organizational Definition
- Theory of Change
- Summary of Activities
- Puget Sound Area Operations
Audience Segmentation and Relevant Messaging
Marketing and Communications Plan
11. Achieving Growth
Pilot Initiatives
- Pacific Science Center
- LEARN Charter School Network
Long-Distance Implementation and Communication Model
- Program Starter Kit
- Communications Infrastructure
- Staffing and Funding Strategy
Materials Distribution, Training and Volunteer Recruitment
Replication Strategic Development
- Additional long-distance pilot programs
- Conduct New-Market Analysis
12. Taking Action
Roadmap Steps | Status | Due
Fundraising Strategy
Date In Progress
Program11/12
FY Sustainability, Lifecycle and Efficacy In Progress
FY 11/12
Organizational Structure and Management In Progress
Sep 2012
Operations and Systems In Progress Dec
2013 and Activity Definition
Market In Progress
FY11/12
Audience Segmentation and Messaging In Progress
FY 11/12
Marketing and Communications Plan Planning FY
12/13
Pilot Initiatives In Progress NA
L-D Implementation and Communication Model In Progress
FY 11/12
Materials Distribution, Training and Volunteers Planning
FY 12/13
Replication Strategic Development Planning FY 13/14