Hybrid Structuring Strategy: Difference between revisions

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=What is This?=
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This is a strategy. According to Wikipedia, ''A strategy is a plan of action designed to achieve a specific goal.'' A strategy is not necessarily ''strategic.'' To assure that our Hybrid Structuring strategy is strategic, we are drafting a first cut in house and sending it for review by business structuring, strategic development, and nonprofit sector experts.
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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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'''''Abstract:''''' ''Hybrid Structuring'' refers to OSE's assumption that a minimum level of organizational structure, process, and execution ability is required to make our organization effective. This is an initial strategy for structuring the OSE social enterprise hybrid organization to achieve: (1), rapid development of GVCS technologies; (2), $80k/month boot-srapping production funding, and (3) access to $1M/year levels of grants via the nonprofit sector. We are sending this brief for review by a board of business structuring, strategic development, and nonprofit sector professionals.
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'''''2 Page Brief:''''' Our current development infrastructure consists primarily of Marcin Jakubowski, Ph.D., [[Executive Director]], and Aaron Makaruk, [[Director of Development]] with support of the [[Development Team]] on site at Factor e Farm. The development team currently includes:
==Accounting==
<html><img src="https://docs.google.com/drawings/pub?id=1fRZyh6oLoLuUh26FZKzwmQ8bZDPWzn56uz-V5W7Fvw0&amp;w=540&amp;h=380"></html>


Machine Designer
''Main Priorities''


Accounting
*Financial Reports - Phase 1
*Grant Reports - Phase 1
*Financial Controls - Phase 1
*Budgeting - Phase 1
*Independent Audits - Phase 3


Main Priorities


Financial Reports - Phase 1
[[Hybrid_Structuring_Strategy_Rationale#Accounting|Rationale]]
Grant Reports - Phase 1
Financial Controls - Phase 1
Budgeting - Phase 1
Independent Audits - Phase 3
Rationale


Accounting procedures protect an organization’s assets, ensure that money expenditures are planned for and reviewed, and establishing a financial track record demonstrates that foundations and private individual donors can feel secure that their grants will be effectively managed and used for their intended purpose.
We are required by law to file financial reports with the IRS as a non-profit organization. We are required by foundations to issue grant reports, and it is standard practice to approve an annual budget and track expenditures in relation to it. Most foundations will require that grant applicants submit independent audit reports.


'''Legal'''
==Legal==


Main Priorities
''Main Priorities''


*501c3 Status - Phase 2 for IRS response
*501c3 Status - Phase 2 for IRS response
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*Insurance - urgent
*Insurance - urgent


'''Trademark'''


Main Priorities
[[Hybrid_Structuring_Strategy_Rationale#Legal|Rationale]]
 
 
==Trademark==
 
''Main Priorities''


*OSE Trademarks - Phase 1
*OSE Trademarks - Phase 1
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*Patent Protection Research & Strategy - urgent
*Patent Protection Research & Strategy - urgent


'''Strategic Planning'''


Main Priorities
[[Hybrid_Structuring_Strategy_Rationale#Trademark|Rationale]]
 
 
==Strategic Planning==
 
''Main Priorities''


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




'''Board of Directors'''
[[Hybrid_Structuring_Strategy_Rationale#Strategic Planning|Rationale]]


Main Priorities


Recruiting Strategy - Phase 1
==Board of Directors==
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


''Main Priorities''


'''Pilot & Evaluations'''
*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


Main Priorities


Project Plan - Phase 2
[[Hybrid_Structuring_Strategy_Rationale#Board of Directors|Rationale]]
Pilot Funding - Phase 3
Recruiting - Phase 3
Evaluations Strategy - Phase 3
Pilot - Phase 3




=Hybrid Structuring Brief=
==Pilot & Evaluations==


<html><iframe width='100%' height='75%' frameborder='0'  src="https://docs.google.com/document/pub?id=1pcl98IYHAYaOmaW0uptv4g09PHGEmyCM-GmhQk_kKZA&amp;embedded=true"></iframe></html>
''Main Priorities''


[https://docs.google.com/document/d/1pcl98IYHAYaOmaW0uptv4g09PHGEmyCM-GmhQk_kKZA/edit# edit]
*Project Plan - Phase 2
*Pilot Funding - Phase 3
*Recruiting - Phase 3
*Evaluations Strategy - Phase 3
*Pilot - Phase 3


=Hybrid Structuring Strategy Work Breakdown Diagram=
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<img src="https://docs.google.com/drawings/pub?id=1WjS3ejoTIpUiYq_eZsD85hUtVkd2j7HCsFb5o5JL5sQ&amp;w=700&amp;h=500">
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[https://docs.google.com/drawings/d/1WjS3ejoTIpUiYq_eZsD85hUtVkd2j7HCsFb5o5JL5sQ/edit EDIT]
[[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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