Strategy Screen.xlsx

	A	B	C	E	F	G	H
1	Strategy Screen/Opportunity Filter
2	CRITERIA		Project Points	9 Points	3 Points	1 Point	0 Point
3	Related to Mission			9 - Explicitly stated in mission	3 - Related to mission	1 - Not related to mission, but "builds a better future for our communities"	0 - Not related to mission, no impact on communities
4	Staff Expertise			9 - Staff have appropriate expertise	3 - Limited staff experitise, but have an available partner	1 - Limited staff expertise and no available partner	0 - No staff expertise, no available partners
5	Complements other work			9 - Supports and multiplies other work	3 - Builds on other work (Intermediary funding, Coalition-building, Advocacy)	1 - Does not build on or detract from other work	0 - Detracts from other work
6	Revenue Source			9 - fully funded/sustainable revenue source	3 - mostly funded/sustainable revenue source	1 - Limited funding/sustainability	0 - Not at all funded or sustainable
7	Potential utilization by members			9 - 50-100%	3 - 30-49%	1 - 10-29%	0 - <9%
8	Availability from other providers			9 - Not available elsewhere	3 - Available from others, but not to the same extent	1 - Available from others at the same extent, but at a higher price	0 - Widely available and/or cheaper from others
9	Staff Time Commitment			9 - Small amount of staff time	3 - Significant portion of one staff member's time, or moderate amount of multiple staff members' time	1 - Full time staff dedicated to program
10	Addresses Member need			9 - >20% of members have expressed need for this program/service	3 - 5-19% of members have expressed need	1 - <5% of members have expressed need	0 - 0 members have expressed need
11	Likelihood of leading to additional opportunities			9 - Very likely	3 - Somewhat likely	1 - Somewhat Unlikely	0 - Unlikely
12	Risk of loss
13	Perception of risk			9 - Minimal potential for loss	3 - Low probiliity of loss	1 - Somewhat risky, moderate potential for loss	0 - Very risky, high potential for loss
14	Ability to accept risk			9 - Loss would not significantly impact the organization	3 - Loss would only minimally impact the organization	1 - Loss would have significant impact on the organization	0 - Loss would be detrimental to organization
15	Willingness to accept risk			9 - Very comfortable accepting risk	3 - Somewhat comfortable accepting risk	1 - Somewhat uncomfortable accepting risk	0 - Very uncomfortable accepting risk
16
17	CRITERIA	WEIGHT	Project Points
18	Relatedness to Mission	9	0	9 - Explicitly stated in mission	3 - Related to mission	1 - Not related to mission, but "builds a better future for our communities"	0 - Not related to mission, no impact on communities
19	Staff Expertise	9	0	9 - Staff have appropriate expertise	3 - Limited staff expertise, but have an available partner	1 - Limited staff expertise and no available partners	0 - No staff expertise, no available partners
20	Complements other work	9	0	9 - Supports & multiplies other work	3 - Builds on other work (Intermediary funding, Coalition-building, Advocacy)	1 - Does not build on or detract from other work	0 - Detracts from other work
21	Revenue Source	9	0	9 - fullly funded/sustainable revenue source	3 - mostly funded/sustainable revenue source	1 - Limited funding/sustainability	0 - Not at all funded or sustainable
22	Potential utilization by members	9	0	9 - 50-100%	3- 30-49%	1- 10-29%	0 - <9%
23	Availability from other providers	3	0	9 - Not available elsewhere	3 - Available from others, but not to the same extent	1 - Available from others at the same extent, but at a higher price	0 - Widely available and/or cheaper from others
24	Staff Time Commitment	3	0	9 - Small amount of staff time	3 - Significant portion of one staff member's time, or moderate amount of multiple staff members' time	1 - Full time staff dedicated to program
25	Addresses Member need	3	0	9 - >20% of members have expressed need for this program/service	3 - 5-19% of members have expressed need	1 - <5% of members have expressed need	0 - 0 members have expressed need
26	Likelihood of leading to additional opportunities	1	0	9 - Very likely	3 - Somewhat likely	1 - Somewhat Unlikely	0 - Unlikely
27	Risk of loss
28	Perception of risk	1	0	9 - Minimal potential for loss	3 - Low probiliity of loss	1 - Somewhat risky, moderate potential for loss	0 - Very risky, high potential for loss
29	Ability to accept risk	1	0	9 - Loss would not significantly impact the organization	3 - Loss would only minimally impact the organization	1 - Loss would have significant impact on the organization	0 - Loss would be detrimental to organization
30	Willingness to accept risk	1	0	9 - Very comfortable accepting risk	3 - Somewhat comfortable accepting risk	1 - Somewhat uncomfortable accepting risk	0 - Very uncomfortable accepting risk
31
32	Weighted Totals	58	0
33
34		522	0%
35
36			0-25% - opportunity is not a fit and cannot be pursued
37
38			26-50% - fit is questionable and pursuit of opportunity should be challenged
39
40			51% or higher - opportunity is an acceptable fit
41
42			75% or higher - opportunity is a superior fit
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100