US/DC - Q3&4 Priorities
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Upward Spirals and Diamante Solution Center Priorities: 2017 Q3 & Q4
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ComponentGoal / TaskNotes
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Main goals summary for Q3 & Q4
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Complete organizational development (Structures, systems, processes)
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Internal capacity building, preparing organizational and team coordination structure to facilitate rapid program expansion
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Gather resources to expand team and programs
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Scale our income generating programs (Sustainable Living Expedition, Event hosting, Food production)
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Continued development of existing free programs (Learning Calendar, Organic Directory, Educators and Healers Directory)
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US and DC programs: https://upwardspirals.net/wp-content/uploads/2017/06/Upward-Spirals-Organization-and-Programs-Impact-June-2017-pdf.pdf
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Fundraising & Resourcing: (US, DC & SLE)
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Incorporation, accounts, and application for charitable status
501c3
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Configure DRM (donor relationship management) databaseInsightly. Currently using for email marketing and newsletter mgmt. Refine for use with donors and investors.
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DRM - Design system, process and timelinesDonor-centric, impact focused
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DRM - Fiduciary responsibility planning and reportingDesign timeline, communications, and template reports for ongoing financial management responsibilities
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Developing relationships with major organizational supporters
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Connect with potential investors about the Sustainable Living Expedition
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Investor relationship managementSummary prospectus, quarterly
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Donor relationship management (thanking, reporting)
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Revise fundraising plan with lessons from June/July campaign
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Create video and print presentations to inform and encourage potential donors
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Organizational Development: Strategy, Planning, Admin
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Assess current and upcoming resource availability
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Continued development of organizational structures, systems and processes
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Refine DC Mission, Vision and Intentions to prepare for upcoming expansion phases
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Review Q3s projections to results
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Revise Q4s goals near end of Q3Communicate adjustments to Q4 goals to appropriate team, network and supporters
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Planning upcoming program expansion: Regenerative project incubation, training and support Social Enterprise Development / Regenerative Business Optimization
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Planning upcoming program expansion: Educators & Healers Directory
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Accounting, bookkeeping, internal reporting
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Quarterly newsletter updatePotentially monthly
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Team Development & Coordination
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Complete Organizational Culture doc, and integrate its requirements/priorities into our hiring protocols
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Prepare position descriptions and hiring criteria for next 5 roles to add to the teamProgram coordinator to expand Community Days, the Learning Calendar, Organic Directory, and Educator and Healer's Directory. Business Developer to expand the Sustainable Living Expedition with travel agents and schools. Development coordinator to support our connecting to grants, foundations and philanthropists. Sales person to bring external events to the DC. HR coordinator to onboard and support upcoming roles.
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Create interview to follow up on Skills and Interests survey, related to the expressed skills and desired project roles
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Hire new helpers with funding from fundraiser and program profits
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Onboarding and supporting recent and new helpers
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Ensuring everyone is excited about their roles for Q3
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Provide training, support and resources to help people do their roles excellently. Update training knowledge bases.
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Team cordination meetings
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Knowledge Management
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Research other organizations that have made social enterprise templates and models. Document, gather, and design improvements and plan to fill gapsCould be plans made for conventional organizations, though these aren't usually free, and would need to be greatly sanitized to remove 'old paradigm' strategies and tactics
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Templating: Re-format our organizational systems and processes into shareable models, tools, guides, plans and program facilitator notesWorking towards: Hosting wellness retreats, Operating a wellness and education center, Regenerative community development, Demonstration site, Transition support, Financial operating system, Knowledge mgmt, Project mgmt, Team coordination, Program marketing plan, Developing local sharing economy, Self-replication and helping Impact Centers become Solution Centers
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Research and design ideal content management system, tools, and process
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Categorizing and uploading regenerative resources to the online learning library
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Marketing & Content Creation
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Create content editorial calendar, gather first round of content to share, design daily/monthly update processes, configure and automate CMS posting schedule
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Upload and categorize content to broadcast on social media, web and email
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Launch daily/weekly content sharing schedule
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Search Expedition videos and photos for content useful for educational and promotional initiatives
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Expand and strengthen relationships with journalists and PR connections
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DC Programs: Community Days
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Community Days July - Prep
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Community Days July - Coordination
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Community Days August/Sept - Prep
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Community Days August/Sept - Coordination
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DC Programs: Event Planning & Hosting
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Build awareness of venue availability for events, and of our social benefit goalsOnline platforms, forums, directories. Affiliate network. Social media. SEO. Content marketing. Strategic marketing alliances.
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Create and strengthen relationships with event producers
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Support event producers in planning, logistics, and event coordination
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DC Programs: Organic Planet Food Distribution
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Business system design, process modeling
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Design, model and communicate value proposition
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Planning and logistics
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Staffing and training
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Coordination, ordering, distribution
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DC Programs: Sharing Economy Development
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Complete rideshare model, launch with pilot groupPotentially integrating a Tues/Thurs shuttle to connect the farmer's markets
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Designing ongoing sharing economy developmentWorking towards: Community Days, Knowledge sharing, Toy/Clothing swap, Seed exchange, Market shuttle, Rideshare board, Community food forest, Tool sharing library, Time bank, Local currency, Home school network, more.
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Sustainable Living Expedition: Program Development
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Refine program and logistics from participant feedback
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Update Facilitator Notes with team observations, client feedback, and host ideas from each learning session
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Update master logisitics planning doc
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Design program logisitics for the next Expedition
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Connect with new host sites
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Connect with repeat host sites about improving event and creating more value for the hosts
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Refined discussions & presentations prepared
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US/DC - Q3&4