Program Roadmap

Your 10-month journey includes:

  • 2-day in-person workshop
  • 6 x 2hr interactive virtual live sessions to learn all the elements for a scalable business model
  • Tools, worksheets, and templates that help you deepen your understanding and move through the process
  • 1:1 coaching sessions to apply the work directly to your organization
  • Group office hours for peer learning and strategic feedback


Coaching

Meet 1:1 with your coach to refine your expansion strategy, work through challenges, and prepare for the next phase of the program.


Session Schedule


 Tuesday Cohort Friday Cohort Meeting Link Resources
Module 1: Revenue Org Design Aug 25
10am-12pm CT		 Aug 28
10am–12pm CT		 Zoom link Zoom recording & slides
Module 2: Resource Allocation Sep 15
10am–12pm CT		 Sep 18
10am-12pm CT		 Zoom link Zoom recording
Slides
Module 3: Revenue Culture Sep 29
10am-12pm CT		 Oct 2
10am-12pm CT		 Zoom link Zoom recording
Slides
Module 4: Market Analysis
 Oct 20
10am-12pm CT		 Oct 23
10am-12pm CT		 Zoom link Zoom recording
Slides
Module 5: Pricing & Positioning
 Nov 3
10am-12pm CT
 Nov 6
10am-12pm CT
 Zoom link Zoom recording
Slides
Module 6: Financial Plan
 Nov 17
10am-12pm CT
 Nov 20
10am-12pm CT
 TBA Zoom recording
Slides

Module 1: Revenue Org Design

Pre-work

Please complete these two short activities before our live session.

1. Watch: Revenue Organization Design 

2. Review

Gray Matter is a case study we’ll work with during the upcoming modules. Become familiar with the organization, its revenue model, key challenges, and priorities. 

Gray Matter Case Study.pdf



Module 2: Resource Allocation

Pre-work

Please complete these three activities before our live session. 

1. Watch: Resource Allocation


2. Watch: Simulation 

3. Complete: Activity “Classify Employees into Primary Functions”

In your Google worksheets, go to 5 | Classify Employees into Primary Functions and as a team complete the activity prior to attending the live session. 

If available, please also bring the following information to the session: 

  • Staff salaries 
  • Your organization’s Statement of Activities 



Module 3: Revenue Culture

Pre-work

1. Complete: Resource allocation work you started in module 2

Please return to your Google worksheets and work through the three steps:  

1. Map: Work with your finance lead or accountant to validate your current resource allocation.   Worksheet: 
5 | Current Resource Allocation
2. Assess: Complete the revenue, program, and operations capacity assessments. Identify your most important capacity gaps and estimate the additional resources required to address them.   Worksheets: 
5 | Resource Allocation by Revenue Stream
5 | Resource Allocation by Program Workflows
5 | Resource Allocation by Ops Workflows
3. Rebalance: Add those resource needs to your Resource Allocation Tool and recalculate your percentages across the three buckets.   Worksheet: 
5 | Rebalanced Resource Allocation

2. Watch: Revenue Culture



October Coaching Session

Pre-work

1. Complete: Internal Readiness Diagnostic

As a team, please return to your Google worksheets and answer six questions to assess your internal readiness. 

Summarize the strongest evidence that demonstrates that you're ready for scaling, as well as the most significant readiness gap.

Bring this work to your next coaching session with Elizabeth Super. 

2. Book: Coaching Session with Elizabeth Super

Your diagnostic will serve as the starting point for your coaching conversation and help identify what may need to be strengthened or tested before moving further into expansion planning. 



Module 4: Market Analysis

Pre-work

In preparation for module 4, please read the following articles:

Stanford Social Innovation Review: Defining Your Competitive Advantage

Harvard Business Review: Use GenAI to Uncover New Insights into Your Competitors.pdf