<ABC> Strategic plan

Final presentation
Executive Summary
A team of <ABC> staff and board members have been working with consultants
since January to develop strategies and implementation plans for three key
organizational issues:

1. Programmatic Growth
2. Fundraising
3. Staff Sustainability
Programmatic Growth
Programmatic Growth - Vision

Our 10-year vision is to have <ABC> alums

generate $1 billion of incremental income
annually for themselves and their families.

Our programmatic growth workstream has

researched and laid out a vision for how we can
serve 5,000 students annually in five years.
Region Need Presence of Tech Philanthropy Philanthropy Transportation Total Score
Amount of Giving per Public transit
Proxy for children Proxy for # of tech charitable giving itemizer (metro), score from a Weighted sum of
Methodology or Proxy in poverty¹, M workers (metro)², k (metro), $B $K study (city)³ 5 categories
Weight 25% 25% 10% 10% 25%
New York City 6.0 705.4 20.1 6.4 94 95%
Los Angeles 4.5 399.3 9.8 6.1 75 66%
Chicago 3.2 333.0 6.8 5.3 95 61%
Washington, D.C. 1.6 459.9 6.3 5.3 100 60%
Dallas 2.7 325.5 5.2 7.6 65 54%
San Francisco 0.4 426.3 6.1 7.3 98 53%
Atlanta 2.2 277.9 5.7 8 65 51%
Philadelphia 2.2 230.7 4 4.4 93 49%
Boston 0.7 282.9 4.6 5.9 97 49%
Houston 2.4 189.6 5.0 8.0 68 48%
Miami 2.7 139.5 4.3 8.5 65 47%
Seattle 0.5 296.3 3.1 5.8 94 46%
Detroit 2.5 150.4 2.3 4.7 65 40%
Phoenix 1.6 186.5 2.3 5.3 65 39%
Minneapolis 1.0 163.3 2.7 4.5 65 39%
Numbers and methodology are not exact and should be refined in future analysis
Current Region Growth Potential
NYC NYC Bay Area Bay Area Chicago
Current Potential Current Potential* Potential
Total # of school
35 77 11 25 30
partners

1 class per school

1540 500 600
(fnd students)

2 classes per
school 757 3080 181 1000 1200
(fnd students)
3 classes per
school 4620 1500 1800
(fnd students)

*Bay Area includes San Francisco, East Bay, and South Bay.
 Getting to 5,000 students in 5 years

FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23

Growth Rate 223% 275% 83% 30% 36% 22% 37% 39% 37% 32%

Total Enrollment 30 97 364 665 867 1,181 1,444 1,974 2,752 3,774 4,994

NYC Enrollment 30 97 364 665 867 983 1,124 1,361 1,631 1,895 2,186

Bay Area Enrollment 198 320 443 610 805 1,049

Chicago Enrollment 170 341 563 855

Region #4 Enrollment 170 341 563

Region #5 Enrollment 170 341

Projected Student Enrollment
by Region

Total Enrollment
Programmatic Principles
When bringing <ABC> to a new region, the following principles
will ensure that we remain consistent to our values and program
model:
1. <ABC> maximizes student access to our programs.
2. <ABC> creates a positive, engaging, and consistent learning environment for students.
3. <ABC> immerses students in industry and professional experiences.
4. <ABC> provides significant volunteer support and builds a strong volunteer
community.
5. <ABC> uses data as evidence to inform programmatic decisions.
Fundraising
Fundraising - Vision
In order to set ourselves up for this programmatic growth, we’ve
set an ambitious internal goal of raising $5m in the next year
from a diverse set of income streams topped by major gifts,
individual giving, private foundations, and corporations.

In five years from now, we’ll need a well-functioning development

team of 8-10 dedicated professionals spanning a variety of
generalist and specialist roles and reporting to a head of
development to generate $18m of revenue annually.
Fundraising Funnel Results FY19
Funding Stream New Average New Donors Average Close Numbers of Average Rate New Leads
Funding Donation or Donations Rate Meetings of Securing
Needed Meetings

Private Foundations $1.5M $75k 19 50% 58 25% 154

(applications)

Individuals - Major $2.3M $25k 94 80% 118 15% 784

Gift

Corporate $425k $50k 8 50% 17 25% 68

Foundations (applications)

Corporate Direct $491k $15k 33 50% 65 25% 218

Donations
Fundraising Funnel Results FY19 - Revised
Funding Stream New Average New Donors Average Close Numbers of Average Rate New Leads
Funding Donation or Donations Rate Meetings of Securing
Needed Meetings

Private Foundations $1.5M $75k 19 50% 58 25% 154

(applications)

Individuals - Major $2.3M $25k 94 80% 59 15% 392

Gift $75K 31 39 20% 196

Corporate $425k $50k 8 50% 17 25% 68

Foundations (applications)

Corporate Direct $491k $15k 33 50% 65 25% 218

Donations $20k 25 75% 33 131
Staffing Implications FY19
Funding Stream Hours Needed to Close FTE Owner
Private Foundations 1236 0.60 Manager of Institutional Giving

Individuals - Major Gift - Natl 294 0.15 National CEO

Individuals - Major Gift - NYC 787 0.25 NYC Executive Director
Individuals - Major Gift - Bay Area
343 0.08 SF Executive Director

Corporate Foundations 595 0.30 Manager of Institutional Giving

Corporate Direct Donations - Natl 153 0.08 Director of Partnerships

Corporate Direct Donations - NYC 447 0.23 Director of Partnerships
Corporate Direct Donations - Bay Area
153 0.08 SF - Partnerships Manager
Staff Sustainability
Vision for staff sustainability
<ABC> will focus on a set of goals to develop staff sustainability

▪ Introduce a forward-looking talent strategy which prioritizes talent acquisition

and management
Learning ▪ Develop a learning journey with professional development paths, a mentorship
journey program, and a formal review process
▪ Develop a plan for organizational growth which considers regional/national
roles as well as developmental and budgetary goals

▪ Incorporate diversity and inclusion goals in hiring processes,

Equity training/education, and tracking of economic outcomes
and ▪ Create a immersive approach with students to include equity and inclusion
inclusion concepts

▪ Clearly define core culture and mechanisms to maintain culture

Culture ▪ Develop open channels of communications, through in person programs,
surveys, and group connectivity events
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Key Initiatives

Learning journey Equity and Inclusion Culture

Professional Development Set E&I hiring goals Codify National vs. Regional
Mentorship Program Develop Trainings Internally elements
Staff
Continuous Feedback Develop curriculum for Regional & National retreats
Talent Strategy students Establish meetings cadence
Volunteer Celebration
Customized E&I trainings
Volunteers Events

Mentorship Program Youth Celebration Events

Students E&I Trainings
Corporate Asset Based Language
Partners Training

Board Asset Based Language

Members Training

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Organizational chart – Snapshot of FY23
❏ Total # of FTEs needed in FY23: 161
❏ Day-1 Hypothesis: Keep national team lean
❏ Why: Ability to address regional challenges more effectively

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Conclusions and Next
Steps