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Organizational Executive Summary

Help Massachusetts Community & Banking Council create a concise and compelling summary their organization’s important information so that they can communicate with potential donors, advisors, and other stakeholders.
Massachusetts Community & Banking Council
Boston, MA, USA
Massachusetts Community & Banking Council
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Massachusetts Community & Banking Council
Boston, MA, USA

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Cause
Community & economic development
Skills
Business development Entrepreneurship Writing

Posted October 10th

Organizational Executive Summary

Project details

What we need
  • A 1-2 page document that summarizes your Organization's impact and goals for continued programming and services.
Additional details

We have two membership types: financial institutions and community partners. I would like to have a 1-2 page document for each prospective member type.

What we have in place
  • We currently have membership collateral/copy, which should make it easy for you to get started. We also have access to testimonials from current members, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to invest in new programming.

Our current collateral is more than 5 years old. While some of the information is good, it feels stale and unexciting.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager shares all available documents describing the Organization's programming, financials, and internal operations with Professional
1
Milestone 1: Information Gathering
  • Professional assesses shared materials identifying and summarizing key organizational strengths and commenting on any information gaps
  • Professional and Volunteer Manager discuss tone and presentation style based on target audience
2
Milestone 2: Executive Summary Draft
  • Professional shares first draft of executive summary with Volunteer Manager
  • Volunteer Manager gives detailed feedback with comments and questions
3
Milestone 3: Final Draft
  • Professional incorporates feedback and delivers final draft to Volunteer Manager
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About the org

Massachusetts Community & Banking Council
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Causes
Community & economic development Diversity & inclusion Housing & homelessness
Posted by
Regan S
Regan S.

Executive Director

Our mission

Providing a collaborative forum for Massachusetts financial institutions and community organizations to meet and share information with the goal of affecting positive change in the availability of credit and financial services in low and moderate income communities and communities of color across the Commonwealth.

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