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Timeline of LOOVESHIFT nonprofit tasklists [WIP]
1) PM1 milestone
1) refine / approve roadmap
1) set up administrative platforms
2 higher
1) generate base case roadmap
2.5) brand development3 mediumish
2.5) collate brand expression - strategic docs
2) charter1 milestone
2) generate revised charter doc
2 higher
2) refine mission statements
2) collate biz principles for agreements
3.5) legal1 milestone
3.5) Formation docs
3 mediumish
3.5) collate regulatory docs on nonprofits
3) model1 milestone
3) approve combined model
2 higher
3) test combined model
3) review key personnel
3) collate list of potential clients / users
3) biz dev strategy
3 mediumish
3) collate biz model docs
3) collate list of potential investors
3) collate list of strategic partners / consultants
3) list strategic work projects
4) budget1 milestone
4) log comprehensive budget assumptions
3 mediumish
4) generate provisional branding budget
4) generate provisional operations budget
4) generate provisional consultation budget
4) generate provisional legal budget
6) production & curation4 lower
6) refine curation list
Nov 2025
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Jan 2026
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Feb 2026
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Apr 2026
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May 2026
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TodayFit
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this week / last week's tasks
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LOOVESHIFT nonprofit tasklists [WIP]
category
task
description
priority
dependency
3
generate base case roadmap
port timeline to asana- Josh [@matt and @Fortuna, LMK if there are other PM platforms that you’re using]
refine / approve roadmap
pls to review starter gantt logged at coda, bubble up reaction notes as needed
set up administrative platforms
review key platforms and services, including QBO, PM, social media, design
1
collate brand expression - strategic docs
circulate branding logic and list, append to doc - Josh
3
refine mission statements
refine / edit mission statement regarding the standards for the parent org. [input welcome from @srinija]
collate biz principles for agreements
collate list with core biz principles informing transaction logic - Josh
generate revised charter doc
[include some operational info as well?]
2
collate regulatory docs on nonprofits
log notes and any basic resources exploring regulatory requirements around formation, staffing, reporting, funding and meeting for a 501(c)(3).
@Fortuna Sung
⁠
and
@Matt Garrison
⁠
, if you have a pre-existing doc defining your operations, structure, reporting and meeting regimen, may be super useful to refer to them here. posting to the expanded page at
Notes on Nonprofit Formation
⁠
Formation docs
generate comprehensive legal documentation, contracts and binding formation material for nonprofit [or other structure(s) as needed]
9
collate biz model docs
append to doc with biz graffle showing financial relationships among all entities, arms-length requirements as needed- Josh
test combined model
test assumptions around driving curatorial operations and standards / business related services under one nonprofit entity- FYI @channel
review key personnel
test assumptions around staff for such an org, including leadership, advisors, administrative personnel, potential media experts, etc
collate list of potential clients / users
​
collate list of potential investors
​
collate list of strategic partners / consultants
generate short list of partnering regulatory institutions, labor groups, advisors, arts coalitions- Josh/ @srinija / @Fortuna/ @matt
list strategic work projects
collate list with primary agreements and business functions we’d want to target (in WT or elsewhere) - Josh
biz dev strategy
generate short list of potential clients 2-10 after Motive / WT- Josh to start
approve combined model
​
5
generate provisional branding budget
generate general budget for branding and marketing work
generate provisional operations budget
generate general budget for general ops
generate provisional consultation budget
generate general budget for nonprofit structure & model
generate provisional legal budget
generate general budget for legal work
log comprehensive budget assumptions
collate spreadsheet with all budget assumptions
1
refine curation list
append to SS’ production list (and / or category for series)- josh
⁠
category
category title
Number
category
1) PM
1
PM
2.5) brand development
2.5
brand development
2) charter
2
charter
3.5) legal
3.5
legal
3.6) marketing
3.6
marketing
3) model
3
model
4) budget
4
budget
6) production & curation
6
production & curation
7) publishing
7
publishing
There are no rows in this table
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