Hybrid Structuring Strategy

What is This?

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.

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.

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:

Machine Designer

Accounting

Main Priorities

Financial Reports - Phase 1 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

Main Priorities

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

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

Strategic Planning

Main Priorities

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

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

Hybrid Structuring Brief

edit

Hybrid Structuring Strategy Work Breakdown Diagram

EDIT

Planning Process

1. Write 2-page summary of Hybrid Structuring Strategy
2. Solicit Review of summary and Hybrid Structuring - Work Breakdown Diagram
3. Create granular process steps spreadsheet for each diagram box. Example
4. Recruit help on tasks
5. Prioritize tasks
6. Execute Plan