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Timeline of LOOVESHIFT nonprofit tasklists [WIP]
1) PM1 milestone2.5) brand development3 mediumish2) charter1 milestone2 higher3.5) legal1 milestone2 higher3 mediumish4) budget1 milestone6) production & curation4 lower
1) refine / approve roadmap
1) set up administrative platforms
2 higher1) generate base case roadmap
2.5) collate brand expression - strategic docs
2) generate revised charter doc
2) refine mission statements
2) collate biz principles for agreements
3.5) Formation docs
3 mediumish3.5) collate regulatory docs on nonprofits
3) model1 milestone3) approve combined model
3) test combined model
3) review key personnel
3) collate list of potential clients / users
3) biz dev strategy
3) collate biz model docs
3) collate list of potential investors
3) collate list of strategic partners / consultants
3) list strategic work projects
4) log comprehensive budget assumptions
3 mediumish4) generate provisional branding budget
4) generate provisional operations budget
4) generate provisional consultation budget
4) generate provisional legal budget
6) refine curation list
Jun 2024
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Jul 2024
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Aug 2024
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Sep 2024
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Oct 2024
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Nov 2024
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Dec 2024
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Jan 2025
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Feb 2025
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LOOVESHIFT nonprofit tasklists [WIP]
category
task
description
priority
dependency
1) PM
3
generate base case roadmap
port timeline to asana- Josh [@matt and @Fortuna, LMK if there are other PM platforms that you’re using]
2 higher
refine / approve roadmap
pls to review starter gantt logged at coda, bubble up reaction notes as needed
1 milestone
1) generate base case roadmap
set up administrative platforms
review key platforms and services, including QBO, PM, social media, design
1 milestone
1) generate base case roadmap
2.5) brand development
1
collate brand expression - strategic docs
circulate branding logic and list, append to doc - Josh
3 mediumish
2) refine mission statements
2) charter
3
refine mission statements
refine / edit mission statement regarding the standards for the parent org. [input welcome from @srinija]
2 higher
collate biz principles for agreements
collate list with core biz principles informing transaction logic - Josh
2 higher
generate revised charter doc
[include some operational info as well?]
1 milestone
2) collate biz principles for agreements
3.5) legal
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). and , 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
@Fortuna Sung
@Matt Garrison
3 mediumish
Formation docs
generate comprehensive legal documentation, contracts and binding formation material for nonprofit [or other structure(s) as needed]
1 milestone
4) generate provisional legal budget
3.5) collate regulatory docs on nonprofits
3) test combined model
3) model
9
collate biz model docs
append to doc with biz graffle showing financial relationships among all entities, arms-length requirements as needed- Josh
3 mediumish
test combined model
test assumptions around driving curatorial operations and standards / business related services under one nonprofit entity- FYI @channel
2 higher
3.5) collate regulatory docs on nonprofits
3) collate biz model docs
review key personnel
test assumptions around staff for such an org, including leadership, advisors, administrative personnel, potential media experts, etc
2 higher
3.5) collate regulatory docs on nonprofits
3) collate biz model docs
collate list of potential clients / users
2 higher
3) test combined model
collate list of potential investors
3 mediumish
3) test combined model
collate list of strategic partners / consultants
generate short list of partnering regulatory institutions, labor groups, advisors, arts coalitions- Josh/ @srinija / @Fortuna/ @matt
3 mediumish
3) test combined model
list strategic work projects
collate list with primary agreements and business functions we’d want to target (in WT or elsewhere) - Josh
3 mediumish
2) collate biz principles for agreements
biz dev strategy
generate short list of potential clients 2-10 after Motive / WT- Josh to start
2 higher
3) list strategic work projects
3) collate list of strategic partners / consultants
approve combined model
1 milestone
3) test combined model
4) log comprehensive budget assumptions
3) biz dev strategy
3) review key personnel
4) budget
5
generate provisional branding budget
generate general budget for branding and marketing work
3 mediumish
2.5) collate brand expression - strategic docs
generate provisional operations budget
generate general budget for general ops
3 mediumish
generate provisional consultation budget
generate general budget for nonprofit structure & model
3 mediumish
generate provisional legal budget
generate general budget for legal work
3 mediumish
log comprehensive budget assumptions
collate spreadsheet with all budget assumptions
1 milestone
4) generate provisional consultation budget
4) generate provisional branding budget
4) generate provisional legal budget
4) generate provisional operations budget
6) production & curation
1
refine curation list
append to SS’ production list (and / or category for series)- josh
4 lower
category
category title
Number
category
1
1) PM
1
PM
2
2.5) brand development
2.5
brand development
3
2) charter
2
charter
4
3.5) legal
3.5
legal
5
3.6) marketing
3.6
marketing
6
3) model
3
model
7
4) budget
4
budget
8
6) production & curation
6
production & curation
9
7) publishing
7
publishing
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