Organizational Executive Summary

Help Exchange Family Center create a concise and compelling summary their organization’s important information so that they can communicate with potential donors, advisors, and other stakeholders.
Exchange Family Center
Durham, NC, USA
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Exchange Family Center
Durham, NC, USA

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Posted January 26th

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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 an executive summary that could really use some help! We want to be able to give people the opportunity to learn more about us in a way that inspires and compels the reader into action.

What we have in place
  • We currently have an executive summary, which should make it easy for you to get started. We also have a one-pager, case studies, financial reporting, etc, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to redirect that savings to our direct services for children and their caring adults.

This project is important because it will help us get in the door to make fuller proposals to potential investors. Securing first-time meetings with potential funders is extremely important in regards to us obtaining the resources and supports needed for children and their families and the Executive Summary plays a critical role in that process.

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

Exchange Family Center
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Posted by
Calvin B.

Development & Communications Manager

Our mission

The Exchange Family Center makes children's lives better by strengthening their families, teachers, and communities through proven counseling, coaching, and training.

We believe that caring adults are essential to developing resilience in children so they thrive now and as they grow
We build up the skills and capacities of the caring adults children rely on
We create safe spaces and responsive environments

Testimonials

Kathleen is an excellent writer and had a lot of great insight! I would recommend her for your next project!
Calvin B.
Calvin B.

Development & Communications Manager

Organizational Executive Summary Project

(No testimonial has been submitted by Kathleen)
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