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Overview

GETTING UP TO SPEED

HOW WE WILL WORK TOGETHER

COMMITMENTS

BRAINSTORMING PROJECTS

INITIAL TIMELINE

MEASURING IMPACT

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Getting Up to Speed

Welcome to LIL! To guide our work together, we’ll start by building a shared understanding of your organization.

Strategic Direction – Priorities, goals, and vision
Business & Impact Model – How you create and sustain impact
Financials – Revenue, expenses, constraints
Fundraising – Development plan and timeline for campaigns
Staffing – Roles, structure, and current bandwidth

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How We Will Work Together

We will identify key issues, problem solve together and co-create solutions.
We will foster collaboration and shared responsibility.
We will maintain regular contact and open communication.

CO-CREATING AT EVERY STEP

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Commitments

We will commit to weekly or biweekly check-ins

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Levine Impact Lab

Provide strategic guidance

Deliver detailed analysis and actionable insights

Leverage personal expertise

Manage the process, prepare meetings and workshops

Facilitate connections to external experts

Give feedback if our team does not receive the level of involvement needed to have impact

Your Organization

Articulate goals and challenges with clarity

Actively engage in discussions, problem solving meetings, etc

Provide data, guidance, and some colleague capacity as needed

Provide timely feedback on LIL’s support if we do not provide what you expect

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Brainstorming on Projects

POTENTIAL PROJECTS	DESIRED OUTCOMES	SUCCESS MEASURES	END PRODUCTS	CONSTRAINTS
TBD	Improving operational efficiency by X quantifiable portion X% increase in sales Strategic Roadmap EOY fundraising campaign to raise $X Other?	Revenue generated Funds raised Percentage of goals met Number of clients served Number of workshop led Other?	Workshop led by LIL Presentation for board of directors Financial model Curated list of parties to contact Other?	Deadlines Vacations People Other?

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Initial Timeline

PERFORMANCE

DATA

LIL x Your Organization:

Scheduling next meeting

LIL: Drafting a Scope of Work

LIL: Sharing the SoP by DATE

Your Organization: Reviewing, providing feedback, and approving SoP by DATE

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Measuring Impact

Through our work together, we aim to:

Provide practical tools to strengthen your operations and strategy
Lift up and support leadership as you navigate complex decisions
Offer clear, honest financial advising and fundraising strategy to support long-term sustainability
Co-create solutions that reflect your values, vision, and community
Build community and foster peer-to-peer networking throughout LIL’s ecosystem

Thank you for trusting LIL as a partner in this work. We’re excited to get started!