The document summarizes the status of various metrics and goals for The Treadstone organization. It indicates that 29% of fundraising targets have been achieved to date. While some board appointments and structure have been implemented, client retention activities and receivables are still pending. The document outlines goals to increase fundraising and sort the board of advisors by a upcoming meeting. Key strategies proposed include training sessions, increasing sales volume, and incorporating innovation. An implementation timeline is provided targeting fundraising, event, and youth event funding goals by the end of the second quarter. Areas of strength for the organization are noted as networking, sales skills, emotional intelligence, and trend analysis.
4. MOS
Board Engagement:
3 Board Appointments done
Board contract being drafted
Joint BOA Meeting in June or July
Client Retention:
No specific activities taken up yet, initiating from Nexus
5. Highlights
• OC Nexus Structure
• Early launch for OC Youth Event, #TheLink
• iGCDP Knowledge
What didn’t work?
• Slow implementation of iGCDP knowledge
• February Recruitment
• NEP Raising
• Delay in Receivables
6. Way forward
• Goals [under each MoS] :
1. Funds: Reach 9,00,000/- by the JNC
2. Board of Advisors sorted
3. CRM Drive started
• Key strategies :
1. Live membership training sessions
2. Selling Small, but selling a lot
3. Making room for innovation
• Timeline of implementation for Q2 JNC:
1. Maximum iGCDP Fundraising done by end of May
2. Nexus on May 24th, 2014
3. Youth Event funds in by mid-June
