Mountain Roots
FOCUS TEAMS’ FIRST PROJECTS
2015
PRIMARY
Road Map
Cassie Pence, Zack Triesman, Ian Oster
Write a three-year timeline for the organization’s strategic direction. Goals include financial security and planned growth
and educated/active board, and the creation of a strategic plan at the end of three years.
 Feb. 5, focus team reviews members detailed work on the road map
 February board meeting, focus team presents to board for review, comment and approval
 March, other focus teams form to work on road map specifics
Recruitment Whole board, Holly and Jason
 January board meeting, elect candidates Carolyn Riggs and Roxanna Alvarez
 January board meeting, go over prospect list with fellow board members to identify “low hanging” fruit
 Focus on finding board members with skills sets we are seeking right now, including business management
skills, fundraising / development, connections to local governments and schools. January board meeting
brainstorm on possible prospects with these connections.
Board Education & Training
Cassie Pence
 For January, create a year calendar of education spotlights for board meetings
 Set up possible field trips or learning experiences for board members during months with no board meeting
Farm
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John Meyer, Holly Conn
Participate in strategic planning meetings with Land Trust to outline partnership agreement, business plan,
development plan, and timeline of project
January, Present update to board
Finance Committee Jan and Zack
 Feb: Develop a financial calendar for year that outlines legal / tax / financial requirements for compliance and a
tentative annual schedule for budgeting process
FUNDRAISING COMMITTEE
 Find a leader to oversee and coordinate efforts
 February, review fundraising plan and set goals for this year
Pam, Michele Simpson, Roxanna Alvarez — Events
 Feb – review / evaluate past events; map out calendar for 2015 Events.
Michele Simpson — Planning systems and operations for fundraising efforts
Carolyn Riggs — Major Donor Program
 Develop a plan for a Major Donor Program
Michele Simpson, Polly Obersoler — Business Sponsorships
 January, work with fundraising groups to identify business partners for sponsorships (board)
 January, revise promotional material (Holly)
 Feb: Map out a plan for Business Sponsorships (Michele)
John Meyer, Holly, Jessica — Grants
 January, update the board on current grants and potential grants
 January, identify best prospects for 2015 and 2016. Map out a “grant a month” plan for each writer
 Set a financial goal for 2015 and 2016
Jessica — Spring Campaign/Kickstarter
Focus Teams’ First Tasks
Nov – Dec 2014
1
Mountain Roots
Leader? … Jason Berv — Uncommon Experiences
 January, coordinate with events focus team to plan a roll out date for Uncommon Experiences
 _Month_(team decides timeline) Write a plan to execute Uncommon Events (Should include a roll-out date,
$$ amount goal, systems to garner bids, along with other logistics.)
 Secure first round of Uncommon Events
Doug MacGregor, Chris Greene — Business Venture
 Get WSCU Intern and additional team members
 Research and pitch 3 possible business venture ideas to board
 Research possible “business angels,” donors that are interested in funding a business venture
 Present a business plan for winning idea
Leader? … — Passive Income
(ideas like amazon smile, real estate / rental add ons, or other small things we could put into place that would allow
funds to trickle in steadily without us doing anything)
 Come up with a “passive income plan” for 2015, featuring at least three ways to passively earn income for
Mountain Roots.
 Execute those ideas and keep us posted monthly about the income earned.
SECONDARY
We will begin to tackle these when we’ve made substantial progress on the Primary group.
PR & Marketing (1-2 people)
 Write an annual marketing plan
 Write a marketing plan for special events, campaigns
 Recruit social media person
 Form a budget
Program Evaluation (1 person)
 Create a matrix that can be used by staff to evaluate programs. This matrix sheet can then be read by board to
help them make educated decisions about programs and program funding.
Focus Teams’ First Tasks
Nov – Dec 2014
2