The document outlines lessons learned from SEO Scholars' expansion from New York City to San Francisco. It discusses their history of expansion, what went well including having seed funding and passionate staff, and challenges faced such as cultural differences between cities. Attendees participated in small group activities to discuss challenges of expansion. The top ten dos and don'ts included researching the new location thoroughly, considering local leadership, making partnerships, replicating the program's outcomes and mission flexibly, and beginning data tracking immediately. Future expansion plans include growing programs in NYC and the SF Bay Area region.

1. What We Did Right – And What We’d Never Do Again:
Lessons Learned in Program Expansion and Growth
NPEA Conference Workshop
April 17th, 2015

2. • Introduction and backstory: SEO Scholars San Francisco
• Small group problem solving
• Share out
• Our Top Ten Do’s and Don’ts – and where we go from here
AGENDA

3. • Participants will:
• Begin to consider the key elements for expansion of your own
programs
• Bring best (and worst) practices about scaling
to their organizations
• Connect with peer organizations to build
networks for idea-sharing
OBJECTIVES

4. Replication?
DEFINING TERMS

5. Or expansion?
DEFINING TERMS

6. • 50 year track record in New York City
• 1st expansion site in San Francisco in 2011 after gift from SEO
alumnus
• Within first year of expansion
• 1 FT, 1 PT, 3 PT instructors
• 24 freshmen in high school
HISTORY OF SEO SCHOLARS

7. • 2011-2014
• Focus on outreach, setting up program, building a board,
fundraising, and replicating the results of our New York program
• Where we are now:
• 6 FT, 2 interns, 6 PT instructors,
3 writing coaches, 18 mentors, and 89 high
school students in grades 9-12
HISTORY OF SEO SCHOLARS

8. • Money: having the seed funding
• Passion: a worthy cause and a clear need
• Proven program
• Strong staff
WHAT WENT WELL

9. • In small groups, read the Challenge scenario
• Think about:
• Questions/pieces of information you would ask/need to have
• Flags that it’s not going well
• Signs you are on track
• Additional resources you would ask for
• Solve the Challenge! You have 7 minutes.
THE CHALLENGES:
SMALL GROUP BREAKOUT SESSIONS

10. It’s April, and program starts in September. You need:
• Space to hold programming
• 25 students to join an eight-year program
• Part-time staff, some who will only be working 3-4 hours
per week
How do you begin the process of finding staff and students?
CHALLENGE 1: SETTING UP SHOP

11. You are the organization’s first program expansion in its 50
year history.
SF is a crowded space with lot of organizations doing similar
work. How do you approach collaboration and differentiation
as you get a toehold in the new city?
CHALLENGE 2: THE NEW KID ON THE BLOCK

12. SF vs. NYC Culture
• Independence of students and involvement of families
• English Language Learners
• Extracurricular activities
How would you address these challenges?
CHALLENGE 3: REALIZING REGIONAL DIFFERENCES

13. SEO Scholars has never operated outside of a single office New
York City, and the work culture reflects that:
• A ‘water cooler’ culture
• Institutional knowledge is not codified; lives with a few key
staff members
• Meetings, IT outages, events are planned for Eastern time
zone
What types of systems and communications do you look to build
with the New York headquarters? What activities need to
happen to make it a mutually supportive organization?
CHALLENGE 4: ESTABLISHING A CULTURE OF
COLLABORATION

14. The San Francisco site is up, running and producing similar
results to New York City’s program. Success! Others have
noticed and want to bring the program to their community—
in Cleveland.
What steps do you take as you consider this expansion site?
What do you need to know to make this a reality?
CHALLENGE 5: CLEVELAND CALLING!

15. • Working with a new Board and volunteer leadership
• Getting out of the shadow of the other program’s results
• Dealing with initial inaccurate staffing and budget models
• Finding funding (for more than just the first few years)
OTHER CHALLENGES

16. 1. Research, research, research in advance
Find out about who you’re serving, receptivity of area,
potentials for partnership or consolidation of services
OUR TOP TEN DO’S AND DON’TS

17. 2. Consider first leader
Leadership: Someone in community or someone from the
existing program?
OUR TOP TEN DO’S AND DON’TS

18. 3. Make friends fast
• Open your network
• Find partners and cultivate these relationships
OUR TOP TEN DO’S AND DON’TS

19. 4. Decide what must replicated (don’t try to be perfect)
• Do replicate outcomes and mission
• Don’t try to be an exact clone of the original program
OUR TOP TEN DO’S AND DON’TS

20. 5. Think outside the box
When problems arise, be creative about solutions
OUR TOP TEN DO’S AND DON’TS

21. 6. Find staff who are bigger than their roles
Versatile, resilient, bold, can grow as the program grows
OUR TOP TEN DO’S AND DON’TS

22. 7. Begin tracking data immediately
You will never have more time later. Trust me.
OUR TOP TEN DO’S AND DON’TS

23. 8. Don’t overpromise (volunteers)
Don’t let the tail wag the dog
OUR TOP TEN DO’S AND DON’TS

24. 9. Know what you do well and stick to it
Avoid temptation to try lots of bells and whistles
OUR TOP TEN DO’S AND DON’TS

25. 10. Don’t be afraid to make some (reasonable) mistakes
OUR TOP TEN DO’S AND DON’TS

26. Expansion of Bay Area region and NYC in the next few years
• NYC going deep
• SF going regional
WHERE WE GO FROM HERE

27. Contact Information:
Jessica Cogan, Regional Director: jcogan@seo-usa.org
Alicia Parise, Assistant Director: aparise@seo-usa.org
QUESTIONS?