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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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LA/AS 5/1/23

This week will be successful if:
Goal 1: Complete the ICA + BO Summaries
Goal 2: Attend IMPACT
Goal 3: Enter 5 leads from summit

Allison Input

Barack Obama Academic Summary + Understanding HS academic review

Key Updates from Last Week

ICA
Prodded Jerry to get ICA site search details added- follow up with Andrew.
Next steps meeting- specific focus was on getting the 5 year financial models ASAP
Underwriting document draft completed, edits on hold until we figure out details for financing
NC Conference/ Click up
Reviewed and cleared open tasks
Outreach to Rhonda, ED to schedule a call to connect and talk about possible sessions
Academic Summary Memos
ICA: 90% complete- edits based on Allison comments need to be adjusted
BO- 40% complete- need to talk through HS details to improve report
Connect Calls
MVP | Spartanburg, SC
Details shared in Lead/Slack channel
More dilligence to be done when documents sent from Traci
South FL International | Palm beach, FL
Details shared via slack
Interested in possible dev deal
Waiting on diligence documents
TX Credit Enhancement
Info shared about various financial opportunities between BH and TPFA Texas
Lead Follow up
Non responsive marked
Rest awaiting meetings or setting up time to chat

Action Items This Week

ICA
Finalize and share memo
Receive 5 year financial model (follow-up on status Tuesday)
BO
Follow up on financial model (again)
Work toward completion of Memo
NC Alliance
Set up meeting with Rhonda
IMPACT
Setup and sessions
Lead Follow up
Reconnect to set up meetings as outlined in tasks in the CRM

Personal

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