I. Introduction

II. Finding the Balance How Are We Doing? What are the Funding/Cost Models for DN? How should we approach supporting our work? Case: “Save this Executive Team” How can National DN Support local Executive Teams? What are your city’s “Takeaways”.

III. Panel & Q&A

“Sustainability Planning”Agenda

• How have your Executive Team members balanced the necessary commitment to raise funds to sustain/expand Diplomas Now while raising funds to sustain the individual organizations?

• What has helped in the balancing act?

• What’s gotten in the way of a productive balance?

Finding the Right Balance: How are you doing?

Talent Development Funding Model

• Talent Development is a Fee-For-Service Organization• Funding often a mixture of district funding and

state/federal/external grant funding• Fees will be expected to drop over time, due largely to

scaled back technical assistance as local capacity increases• Districts considering Talent need to consider indirect costs

such as any staffing changes to accommodate teaming and/or common planning time, addition of instructional coaches, additional math and English teachers for Double Dosing, etc.

• TD/Diplomas Now can produce outcomes that have a positive financial impact for schools and districts (ADA, Enrollment Counts)

TALENT DEVELOPMENT FEE STRUCTURE

• Costs Include:– Talent Development On-Site School Transformation

Facilitator– Talent Development Teacher and Student Materials– Talent Development Technical Assistance– Summer Learning Opportunities (Coaches and National

Conference) – Partnership Fee: Annual Cost that covers climate and

instruction survey, management support for projects, TDHS network publications, etc.

• Average of $70,000 to $90,000 for first CIS trained site coordinator/case manager.

• Costs go up to $135,000 for two site coordinators, depending on size of the schools and number of students to be served (level 1 and level 2 services). These figures include local affiliate and site costs.

• Average CIS affiliate is funded 65% from school/district and 35% from private sector

CIS Funding Model

City Year’s Funding Model

AmeriCorps: City Year competes for federal AmeriCorps funding to support each corps member

City/School District: City Year seeks funding from schools, school districts and/or cities to cover at least $10k per corps member

Private Sector: City Year secures matching private sector funding for each team of corps members. The team sponsor program provides benefits to companies who sponsor teams for $100,000 (more information on next slide)

A leveraged 2:1 Investment

$10-12K per corps member

$10-12K per corps member

$10-12K per corps member

Corporate benefits of $100,000 annual investment:

“We put our logo on a lot of things, but nothing makes us prouder than seeing the City Year corps members walk into our office with the Comcast Team Sponsor logo on their uniform. These young people are such an inspiration to our company.”

- Brian Roberts, CEO, Comcast

• Company logo on City Year’s signature red jacket

• Speaking opportunities and special recognition at City Year events,

such as Opening Day and Graduation

• Customized employee engagement opportunities

• School immersion day with team of corps members

• Co-branding on all local collateral, websites and newsletters

• Impact reports on team’s service to their community

City Year Team Sponsor Overview

Example Diplomas Now Budget

Instructional Support

On-Site StaffingTD School Transformation Facilitator and network $95,725 CIS On-site Coordinator $85,000 City Year team (assume 10 CM and Program Manager) $100,000

Subtotal Staffing $280,725

Curriculum Materials (assumes 1,500 person school) $95,000TD Technical Assistance $105,000

Subtotal Instructional Support $200,000Subtotal Diplomas Now Costs $480,725

Investing in Innovation Fund (i3) Support ($150,000)

Total Diplomas Now Costs (if coaches are in place) $330,725

Math and English Instructional Coaches $200,000

Total Diplomas Now Costs (if coaches are not in place) $530,725

Additional school level costs if not already included in school

Using Diplomas Now Guidelines for Fundraising

Golden Rule:

DN will not accept funding for the collaboration from existing supporters of any partner if DN funding would decrease or put at risk this funding (No

robbing Peter to pay Paul.)

DN funding prospects should come from the following groups:•Prospects who do not fund any DN partner and have been hard to crack•Existing funders who have the capacity to give more in support of the DN Collaboration (e.g., $300,000 to CIS, but $1,000,000 to DN)

What additional Funding guidelines has your Executive Team adopted or intend to adopt?

What are next steps for your team to ensure guidelines are used?

What should have happened BEFORE the fund-raising effort began?

What should have happened DURING the negotiation period?

What should have happened AFTER negotiations were completed?

Save this Executive TeamScenario: The Kansas City exec team agreed on a budget required to implement DN in the Michael Downey School. They had no clear shared set of next steps lined up. It turned out that each organization went separately to the School District and negotiated successfully for their piece of the budget without informing each other or recalibrating budget needs.

When these individual negotiations were finished there was an $100,000 shortfall. It will be very difficult to go back and reopen negotiations with the school district.

The national Diplomas Now collaboration will work with city executive teams to secure the resources necessary to sustain Diplomas Now implementation. The national team can provide support through:

National Support for Local DN Executive Teams

Securing national funding partnerships (e.g., United Way Worldwide)

Direct funding from national private sector requests

Leverage i3 funding

Speaking at local fundraising events

Networking to set up meetings with prospects

What “Takeaways” does your Executive Team intend to purposefully employ in 2011-12 as you seek funds to sustain and expand DN in

your city?

How will you self-monitor?

Takeaways and Self-Monitoring

Take a couple of minutes and jot down questions you’d like to have addressed today or in the new future regarding sustainable planning and implementation.

Questions and Answers

Panelists include:Gary ChapmanDoug ElmerCharles Hiteshew

Jim BalfanzJeff JablowDebra Montanino