Pages
Links & Such
Your Pre-Work
VISION/MISSION
In a few sentences tell me what your business vision/mission is for the next 1-2 years.
We help Educate/ Accelerate/ Elevate credit unions in their pursuit of leveraging data to their improving members lives.
THRIVE accomplishes this via robust data educational and advisory offerings.
In 2022, we are projected to make $131,000 in annual revenue and educate 236 students
In 2023 we would like to earn $200,000 in annual revenue and educate 300 students. 1.5x growth YOY
In 2024 we would like to earn $350,000 in annual revenue and educate 600 student 1.75x growth YOY 2.6x from 2022
PLANNING
Please list your major launches, intakes, events for the next ~12 months. (Approximations are just fine!)
(You'll have a chance to explain a bit about the products/services in a later question.)
Q1
Q2
Q3
Q4
2022
PSCU Session
Education
- CEI Baldridge 3 hour session
- MN/WI 1.17-2.15
- Mountain west 3.3-24
- Cornerstone 3.16
Partnership
- Channel net
Consulting
- UVA
- Redbrand - member friction
Speaking
- Carolinas
- Mountain West
- Cornerstone
- Trellance
- Nacuso
Education
- Illinois - 4.12-5.13
- MN deep dive 6.16
- CCUA + CA/Nv 6.1-6.29
Consulting
- UVA
- Redbrand - annual planning
Speaking
-CU Leadership
- MN panel
Education
- TCU/ SCMS
- MN Deep dive 9.21
-CU Sol
Partnership
- Netgiver
-ArK
Consulting
- UVA
Speaking
- CCUA
-CA/NV
Education
- Aux
Luminary award!
Get contracts for 2023
*mergers with Mtw/NW
*Cornerstone/heartland
2023
Education
3 session (jan/feb/march)
Consulting
Ark
Strum
Quatro
Facteus
-Justus?
- Corning
Education
3 session
(Apr /may /june)
Consulting
Speaking
MN
MTW
Education
2session
( Sept/October)
Consulting
Speaking
CU leadership
Consulting
Speaking
There are no rows in this table
PRODUCTS & SERVICES
List the major products and services that you're selling or WILL be selling in the next year.
So, I can understand the magnitude of the work involved, please include:
• Price points (approximations are fine).
• The duration of fulfillment
• Approximate units (per launch or per month)
Category
Offering
Price Point
Duration
Education
Education classes
$525 pp - (avg 20) =
$10k/class
30 days
Education
On Faculty at TCU/SCMS
$6,000 annually
1 week in july
2 weeks virtually
Market Awareness
Speaking Session - 1 hour
1,500-2,000
1 hour
Market Awareness
Speaking Session - pre-con
2,000 - 4,000
3 hours
Market Awareness
Speaking Session - key note
3, - 5,000
1 hour - 90 min
Consulting
Consulting - (small)
$3,000.00
Pre-work+ 3-4 hour session
Consulting
Consulting - Design Thinking
$12,000.00
90 days - 3 months
Consulting
Consulting - Data success & Strategy
$14-16,000
6 weeks
Partnerships
Partnerships
Adding either education or consulting to another company in the CU space
Partnerships
Small Market Advisory - small market CU intensive - in cohorts of 10
$24k
120 days
Partnerships
Thrive Advisory Index - building ARK - impact index
There are no rows in this table
Service Types
Select list
Market Awareness
Consulting
Education
Partnerships
Misc
There are no rows in this table
TEAM
Please list all team members & their roles:
Anne Legg - Data educator/ Learning platform/ emails
If you have an org chart, link it here:
Anne Legg - Weekly blogs + supporting weekly social
Please link job descriptions for all positions you have descriptions for.
Anne Legg - Sales & promotion + CFO
Make a quick list of positions to fill that you *suspect* will be coming in the near-term.
Marketing + support educators
VALUES
Please list (or link) your company values.
At THRIVE, we believe;
• That data transformation doesn’t have to feel overwhelming or expensive to be impactful.
• That data transformation is only limited by an enterprise's dreams.
• That to fulfill a credit union's mission to serve its members, it needs to leverage its data.
THRIVE is on a mission to simplify a data transformation process that will help credit unions to quickly and easily harness their data so that they improve their members lives.
From Your Email
I have time tracking software that allows me to track (in 30 min increments) what I do all day.
A few definitions for you
Prospects - the work I do when I get a prospect call (either credit union/league/partner)
Market promo - that has been replaced by sales and marketing. S& M is defined as all efforts that go in to selling ( making connections at speaking events, out reach emails and social promotions)
Blogs - I blog weekly and push it out via email to 600 of my closest cu/league/partners as well as push out on LinkedIn and Twitter. Next to google. LI is my biggest driver to website activity
Operations - are finances, scheduling etc
Anne's time
2022
Jan-March
April - June
Current clients
(doing the work)
63%
75%
- Education
34%
47%
- Consulting
13%
- Partnering
29.5%
15%
Getting the work
35.2%
9%
Prospects
11%
6%
Market promo
0%
Awareness
(blog/social)
6.2%
2%
Sales & Marketing
18%
1%
THRIVE Operations
6.2%
15%
TOTAL
There are no rows in this table
2. Opportunities I seek/ but do not execute on.
A. Student Engagement
I now have 240 lovely potential clients that I would love to build an alumni page for/ gain insights into their needs and keep my finger on the pulse of this group
B. Update my website
I need to highlight the educational offering and let the market know I am trying to educate 25% of the market.
C. Create a formal sales funnel.
3. Actions I just keep blowing off
Measuring my company's growth.
I check the cash flow/ to the goal (keeps the lights on) but I am not so fab on the time spent/ conversions/ sales pipeline etc.
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.