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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS 05/15/2023

This week will be successful if:
Goal 1: Complete NC & FL Session summaries (approved by AS)
Goal 2: Prepared and aligned with AS for AS vacation
Goal 3: Complete Academic summaries (BO, ICA, FACTS)

Allison Input

Conferences
FL (Oct. 18-20)
Session deadline while on vacation
1. Is marketing aware that we are spearheading
Should they be included in session prep?
2. Sessions themes
Use TX since not accepted + new partners for presentation
NC (July 9-11)
Session ideas (meeting with Rhonda will be while you are out figured better if I came with a couple ideas to determine what is needed)
Booth materials
8ft table + 2 chairs + table linens, no electricity
Do we get marketing to design?
Do you want me to research to be prepared to order as soon as you return + ship to conference?
Leads
Ryan Andrews
ID based lead- We spoke about him prior to IMPACT
Requested details on charter as you instructed (App, 5 year financials, student recruitment materials, interest form details)
Responded with “ We are just beginning, have been waiting on plans. So then we can get a budget. I have a conservative assumption budget and forecast identified. Maybe we can schedule a call to discuss ?”
Should I meet, gather details and share with Robin and Dru as we initially discussed ( I can input to CRM and create mail merge document)

Key Updates from Last Week

ICA
Shared concerns- rich met with sandy
Met internally discuss financials
waiting on finalized options
Iliya still pursuing NMTC
Justin received word that civil may delay delivery to 2025
BO
Met with school team to identify concerns in financial model
School is updating model
Justin + Jerry will go to site to identify most cost effective use of property to reduce project costs
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Memo updated and shared with AS
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Lead Follow up
Non responsive marked
Rest awaiting meetings or setting up time to chat
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Virginia Community outreach
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Document created to start outreach/connections in VA
MVP + South FL International
⁠
Assessment of model + review of applications
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Action Items This Week

Conferences
Complete sessions to be approved by AS by Friday
Determine collateral for NC Conference
Leads
South FL International- setup meeting
Not $$ viable at this time
Need evidence of enrollment to move forward
MVP
Continue dilligence
Jerry may visit while Rich is with them
Sea Island Heritage
Connect Call
Will review in same fashion as MVP/ South FL
Surprise Delight
Current client: Cookie tray delivery
Cookie Tray
Jasons deli/ delivery
Tiff’s treats
Phillips, Howard, Kenilworth, Connor, Connections, Ocali, IMO

OKRs + Project Updates

Projects:
ICA
Priorities
Determining timeline for civil for 2024 project delivery
Challenge: Sandy’s Civil gave delivery date of Q1 2025
Kimley Horn (possible 2024? delivery?) awaiting response
Determine best avenue for affordability for current campus
Rich working with school + Updates to be discussed at this weeks internal meeting prior to going to Sandy
Iliya pursuing NMTC
Challenge: Timing for project + not guaranteed
HS Campus
determining affordability with enrollment size + projections
Challenge: Enrollment and allocated amount for facility will not match project costs for what Sandy wants/needs
Next Steps
Must receive updated model that matches project costs
Internal meeting first
Communicate with Sandy + introduce Iliya
Determine timeline
Once options determined- communication with Sandy
Set date for Management committee to move projects forward
Barack Obama
Priorities
Joan to update financial model
Challenge: Financial model does not make sense with $18K per student at 420 students
If not adjusted may be able to only afford acquiring the pink facility with no addition
Working to understand model to make adjustments
Site Visit (J+J)
Determine best arrangement/remodel options to cut costs for school
Next steps
Fix financials
Joan to meet with Iliya + Jerry’s NJ budget guru
Justin + Jerry Site acquisition visit
Finalize Academic Memo
Set Internal Management Committee date
MVP
Priorities
Determine financial affordability based on model
Challenge: New school, still fiction- need to clarify if model is realistic
Challenge: Rich also pursuing Bonds| BHS vs BHRE
Determine enrollment demand
Challenge: New school- need to secure true demand for project
Determine academic track record
Schools Associated with Traci and Todd in Application: Gray Collegiate Academy, Oceanside Collegiate Academy, Legion Collegiate Academy, Coastal Leadership Academy, East Link Academy, PACE Academy
Next Steps
Research academic track record of associated schools
Evaluate resumes
Gain insight into demand
Identify if school wants to pursue Bond or DEV (possible NMTC option as well)
Create academic/financial / Risk memo
Management? Go/No/Go?


OKRS
Objective: Prepare for NC Charter Conference
Key Result 1: Complete session outline
Key Result 1a: Identify presenter partners
Key Result 2: Gain approval for session topics from Rhonda (ED of NC Charter Assoc.)
Key Result 3: Create booth materials for review upon AS return
Key Result 4: Identify swag to be ordered for booth
Objective Move ICA forward toward path to close
Key Result 1:
Share ICA academic summary
⁠
memo
Key Result 2: Finalize affordability + pathway
Objective: Move BO forward toward path to close
Key Result 1 :
Share BO academic summary
⁠
memo
Key Result 2: Finalize affordability + pathway to facility
Objective Move FACTS toward management committee
Key Result 1: Receive documents for financial + academic review
Key Result 2: Create FACTS Academic summary Memo
Key Result 3: Complete Dilligence
Helen’s role as mayor (neutral/detract?)
Unionized effect on financials
Previous model vs new model comparison (extended day overtime, matching with pension)
Objective Set Business Driving Meeting
Key Result: Set meeting for Week of June 6
Dru, Jerry, Lizzie, Allison, and Lauren
Objective 100% complete records in CRM
Key Result: Update all accounts + contact records
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