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Lauren Allen
Biz Dev Q4 OKRs
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AS/LA 06.12.23

This week will be successful if:
Goal 1: Bring Sea Island to team for possible transition to assess stage
Goal 2: Complete scheduling of all meetings for National Conference
Goal 3: receive updates on BO and the financial model

Allison’s Input

Sea Island: Discuss “case study” for Bloom and details to include
Assess Meeting

Key Updates from Last Week

Travel and meeting in DC with Allison + Bill
ICA
Meeting with Sandy
Dates for possible special meetings given to sandy in last meeting
Still waiting on updated financial model
Shared that Justin will take the reigns and to reach out if she needs anything on her PM project
BO
No updates from school on financial model as requested
Email sent EOD Friday to request any updates.
Leads/Prospects
Sea Island Heritage | St. Helena, SC
Strong candidate- introduced to Allison
Memo document draft updated to bring to team for assess
Richard Wright
waiting on Sherilyn to set up meeting
need to connect this week
FACTS
Academic review/Memo started and will continue to work this week
RFP draft completed
KST & IMO will provide letters of recommendation
Draft letter sent to Mr. Suzuk
Must be submitted next week EOD June 15
Mr. Suzuk Meeting
RFP request for Letter of support
Update on their enrollment + academics
Talked through bond transaction thoughts + electric vehicle charging station’
Conferences
NC
Registered our team to attend Allison, Adam, myself and Rich
Hotels switched to our team attending
Booked flights
Sent out details to Adam & Rich awaiting on flight details for rental car
Still waiting on details for swag
TX
Hotel booked
National
List reviewed and x’s placed for people I know

Action Items This Week

Conferences
National Conference
Complete meeting set ups
Bryan Hickman, E3
Rhonda Dillingham from NC
Caroline Roemer, LAPCS
Michelle Gieg, Democracy Prep
Cameron Quick, FRC
Laura Piatt, Schulman, Lopez, Hoffer, & Adelstein, LLP
Todd Ziebarth, Senior VP for state advocacy and support for the NAPCS
Leads
Sea Island Heritage
Set up assess meeting
EdVenture
Review details and respond to client about possibility of support
Likely too small but will financials review to be sure
Could be a finance or CE deal if they identify someone else to lead project.
Plato Academy |Clearwater, FL
Reschedule + internal diligence
Achievement Charter | Fuquay-Varina, NC
Webform interest in Financial/Bridge loan
Connect call to learn more for Thursday, 6/15
YouthBuild DC | Washington DC
Awaiting response for meeting on Thursday
Gather details to share with team after initial intro meeting
Current Prospects
Barack Obama
Awaiting model + MUST HAVE updated model by Friday
Meeting set for Wednesday
May need to call school leader to discuss this issue.



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