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LA/AS 4/10/23

This week will be successful if:

Goal 1: Complete Site visit to ICA + presentation to ICA Board

Goal 2: Set up a GASC meeting to gain team-wide clarity on next steps

Goal 3: Complete Connect calls (Midlands, Mi Escuela)

Allison Input

Underwriting for ICA

I know you referenced that we would need to connect on this related to back end google folder set up with Zoho forms

Once we connect should I set up call (possibly tomorrow) to discuss what is needed in Form and timeline?

Key Updates from Last Week

BHS: Connect with Dana for campaigns

ICA

Board meeting prep

ClickUp Project created for prep

Slide deck outline created + Approved

Slide deck draft created

Draft corrected based on conversation and promo photos from school added

Travel booked + communicated arrival to Sandy

PreDev

Client signed document sent via Zoho Sign to Jerry

When in person had Jerry find email and sign

Shared signed PreDev with important parties + uploaded to CRM

Documents received from school leader and shared with team

BHF:

Montessori of Camden

Meeting + reschedule

School will come back to us if they are able to remove covenants

Credit Enhancement Requests

All added to CRM + tasks created with email drips

Email drip 1 sent to any individual not contacted by Robin

AMS: Arkansas + South Carolina

SC details shared with what we have learned from OSF + SC alliance

Arkansas market discussed

Steven will reach out once they get through application process + determine facility needs

Follow up task added related to when application will be approved (September approval- task for August)

GASC

Financial model received- left more questions

Site visit occurred and may have issue with mezzanine hall and fire codes

Jerry assisting architect + GC with how to get around construction

GA Charter association meeting + Z portals

Action Items This Week

ICA

Finalize Deck

Meet with Justin + Jerry + Rich to align for presentation

Print slides (request Jerry to print in DC)

FL travel: Site visit + Board meeting

Click Up

NC Conference prep

Connect Calls

CE calls: Midlands and Mi Escuela

2nd drip for CE emails

Set up meeting with Orangeburg Health Science HS

Greenville Tech Follow-Up Call

GASC

Internal meeting needed to determine next steps.

Follow Up:

New Schools Alabama if no response- contact Ken.

Personal

N/A

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