Hybrid Structuring Strategy
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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.
List of Completed Organizational Development Objectives
Plan Map
Accounting
Main Priorities
- Financial Reports - Phase 1
- Grant Reports - Phase 1
- Financial Controls - Phase 1
- Budgeting - Phase 1
- Independent Audits - Phase 3
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
Pilot & Evaluations
Main Priorities
- Project Plan - Phase 2
- Pilot Funding - Phase 3
- Recruiting - Phase 3
- Evaluations Strategy - Phase 3
- Pilot - Phase 3