Explorations in Math (EIM) created a roadmap to guide its growth and sustainability over the next three years. The roadmap was developed through a process of assessing EIM's capacity, programming, and fundraising. Key elements of the roadmap include developing a fundraising strategy to reduce budget gaps, ensuring program sustainability through evaluation tools and curriculum frameworks, and launching pilot programs to test long-distance implementation models. The roadmap provides action steps and timelines to guide EIM's work in areas like operations, marketing, and replication through fiscal years 2012-2014.

1. Roadmap to Sustainability
A process of discovery…

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

13. Thank You!
 Questions?