Hybrid Structuring Strategy: Difference between revisions

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=Hybrid Structuring Strategy Work Breakdown Diagram=
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==Abstract==
 
We are developing a hybrid for-profit/non-profit organization. The non-profit entity will focus on delivering charitable programming to the world community, and the for-profit entity will generate profits and donate them back to the non-profit in order to further the mission of the overall organization.
 
This is a development roadmap for the next 6-12 months, and we are soliciting review of this plan from advisers. Our priorities are to develop a lean organization - minimizing administration costs and overhead and maximizing the funding that is delivered to our programs.
 
[https://docs.google.com/document/d/1pcl98IYHAYaOmaW0uptv4g09PHGEmyCM-GmhQk_kKZA/edit# List of Completed Organizational Development Objectives]
 
==Plan Map==
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[https://docs.google.com/drawings/d/1WjS3ejoTIpUiYq_eZsD85hUtVkd2j7HCsFb5o5JL5sQ/edit EDIT]
==Accounting==
 
''Main Priorities''
 
*Financial Reports - Phase 1
*Grant Reports - Phase 1
*Financial Controls - Phase 1
*Budgeting - Phase 1
*Independent Audits - Phase 3
 
 
[[Hybrid_Structuring_Strategy_Rationale#Accounting|Rationale]]
 
 
==Legal==
 
''Main Priorities''
 
*501c3 Status - Phase 2 for IRS response
*For-Profit Entity - Phase 1
*For-Profit & Non-Profit Contractual Relationship - Phase 2
*Insurance - urgent
 
 
[[Hybrid_Structuring_Strategy_Rationale#Legal|Rationale]]
 
 
==Trademark==
 
''Main Priorities''
 
*OSE Trademarks - Phase 1
*Use of Trademark Policy - Phase 2
*Use of Trademark in Commerce Policy - Phase 2
*Patent Protection Research & Strategy - urgent
 
 
[[Hybrid_Structuring_Strategy_Rationale#Trademark|Rationale]]
 
 
==Strategic Planning==
 
''Main Priorities''
 
*Advisor Review - Phase 1
*Community Review - Phase 1
*Final Draft - Phase 1
*Publication - Phase 1
*Plan Review Scheduling - Phase 2
 
 
[[Hybrid_Structuring_Strategy_Rationale#Strategic Planning|Rationale]]
 
 
==Board of Directors==
 
''Main Priorities''
 
*Recruiting Strategy - Phase 1
*D&O Liability Insurance - as soon as the IRS approves our tax-exempt status
*Board Member Job Description & Board Expectations - Phase 2
*Executive Committee - Phase 2
*Advisory Network - ongoing
 
 
[[Hybrid_Structuring_Strategy_Rationale#Board of Directors|Rationale]]
 
 
==Pilot & Evaluations==
 
''Main Priorities''
 
*Project Plan - Phase 2
*Pilot Funding - Phase 3
*Recruiting - Phase 3
*Evaluations Strategy - Phase 3
*Pilot - Phase 3
 
 
[[Hybrid_Structuring_Strategy_Rationale#Pilot & Program Evaluations|Rationale]]


=Planning Process=
[[Category: Dead Links]]
#Write 2-page summary of Hybrid Structuring Strategy
#Solicit Review of summary and Hybrid Structuring - Work Breakdown Diagram
#Create granular process steps spreadsheet for each diagram box. ''[https://docs.google.com/spreadsheet/ccc?key=0Aj7WbjRT9mlmdDJxWGRIY05CZWlPTGVVWEktdzI3X0E#gid=0 Example]''
#Recruit help on tasks
#Prioritize tasks
#Execute Plan

Latest revision as of 04:19, 18 April 2021

Abstract

We are developing a hybrid for-profit/non-profit organization. The non-profit entity will focus on delivering charitable programming to the world community, and the for-profit entity will generate profits and donate them back to the non-profit in order to further the mission of the overall organization.

This is a development roadmap for the next 6-12 months, and we are soliciting review of this plan from advisers. Our priorities are to develop a lean organization - minimizing administration costs and overhead and maximizing the funding that is delivered to our programs.

List of Completed Organizational Development Objectives

Plan Map

Enlarge & Comment

Accounting

Main Priorities

  • Financial Reports - Phase 1
  • Grant Reports - Phase 1
  • Financial Controls - Phase 1
  • Budgeting - Phase 1
  • Independent Audits - Phase 3


Rationale


Legal

Main Priorities

  • 501c3 Status - Phase 2 for IRS response
  • For-Profit Entity - Phase 1
  • For-Profit & Non-Profit Contractual Relationship - Phase 2
  • Insurance - urgent


Rationale


Trademark

Main Priorities

  • OSE Trademarks - Phase 1
  • Use of Trademark Policy - Phase 2
  • Use of Trademark in Commerce Policy - Phase 2
  • Patent Protection Research & Strategy - urgent


Rationale


Strategic Planning

Main Priorities

  • Advisor Review - Phase 1
  • Community Review - Phase 1
  • Final Draft - Phase 1
  • Publication - Phase 1
  • Plan Review Scheduling - Phase 2


Rationale


Board of Directors

Main Priorities

  • Recruiting Strategy - Phase 1
  • D&O Liability Insurance - as soon as the IRS approves our tax-exempt status
  • Board Member Job Description & Board Expectations - Phase 2
  • Executive Committee - Phase 2
  • Advisory Network - ongoing


Rationale


Pilot & Evaluations

Main Priorities

  • Project Plan - Phase 2
  • Pilot Funding - Phase 3
  • Recruiting - Phase 3
  • Evaluations Strategy - Phase 3
  • Pilot - Phase 3


Rationale

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