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AS/LA 06.26.23

This week will be successful if:

Goal 1: Set up connect meetings with conference leads assigned

Goal 2: Complete MVP assess memo

Goal 3: Connect with Rich on leads (Plato Academy, Compass Collegiate, MVP, South Tech)

Allison’s Input

Spoke to Rich about Presentation (NC Conference)

He’s interested in MC’ing for us... I think it will be good to set up a conversation for July 6

we can use slides from impact as we discussed and make edits where necessary

Key Updates from Last Week

National Conference

Scheduled Meetings:

New Schools Alabama

AS reached out

Andrew & Candy- Opus

Possible GA school that could be development or bond deal

Sent follow-up will wait for introduction

Chip Hass + Entrepreneur

Michelle Gieg

Democracy prep still interested

Michelle would like to reconnect at end of July— task has been set to reach back out

Caroline Roemer + Kathy Padian

Ken Campbell

Lisa Renn (NC Charter association)

Deals

Barack Obama

Still no work completed on financial model

School will not take suggestions for assistance from us or Rosella because they think we’re suggesting people who will cater to what we want

We’re at a stand still at the moment

Sea Island

Meeting + slack channel updated

RFQ to come out over next couple weeks, due End of July

Decision August 15

One concern she is talking to Facility Resource Center + Cameron Quick to replace PM individual she was considering before.

Leads

Edventure | No Go

Email sent

Achievement Charter | No Go

Email sent after confirmation from Robin that we cannot support loan request

Youth Build

Initial meeting held- still gathering basic details around move

25K Sqft, June 2025 delivery

PM work | Pulled together Jerry thoughts into one pager and sent to school

Microsociety | Desert Sky | Dry Creek

All still interested in meeting (3rd drip went out)

Requested follow up later in summer- task set based on requests

CE Inquiries

Conference leads

Manchester Academic + Fine Arts Prep

Records updated

Working to schedule initial connect meetings

Rochester Charter Champions | Paul Miller

Email sent + message via Linkedin

Action Items This Week

Conference

North Carolina

Confirm session details

Connect with Rich about interest in presenting

Texas

Connect with Laura and Adam to make sure nothing falls through

Leads

Sea Island Heritage

Awaiting details for RFP

Plato Academy |Clearwater, FL

Follow up with Rich

YouthBuild DC | Washington DC

Follow up with Jerry by EOW

South Tech Charter | Palm Beach

PM lead from Rich

Details gathered + entered in CRM

Set up connect call

Fine Arts Prep | James Dudley

Connect meeting Thursday

Manchester Academic | Pittsburgh, PA

Set up Connect call

MVP

Connect with Rich for possible baton pass

Assess memo

Compass Collegiate | Charleston, SC

Connect with Rich to determine if Wes will make intro

Set up connect call

FACTS

Review financial document sent

Assess Memo

Outreach

Todd Ziebarth | NAPCS

We weren't able to connect in person + set up a Zoom meeting for Thursday

Confirm meeting with Rochester Charter Champions

Internal

CRM & Data Collection details | BHF | Wednesday

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