Organizational Executive Summary

Help Financial Literacy Coalition of Central TX create a concise and compelling summary their organization’s important information so that they can communicate with potential donors, advisors, and other stakeholders.
Financial Literacy Coalition of Central TX
Austin, TX, USA
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Financial Literacy Coalition of Central TX
Austin, TX, USA


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Posted February 13th

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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.
What We Have In Place
  • We currently have Mision , vision and values., which should make it easy for you to get started. We also have an annual report and an operating budget, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,828 , allowing us to focus on helping struggling families.

As we are growing this project will help us shape and articulate our vision for the upcoming years.

Project Plan

Prep: Distribution of Prep Materials
  • Volunteer Manager shares all available documents describing the Organization's programming, financials, and internal operations with Professional
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
Milestone 2: Executive Summary Draft
  • Professional shares first draft of executive summary with Volunteer Manager
  • Volunteer Manager gives detailed feedback with comments and questions
Milestone 3: Final Draft
  • Professional incorporates feedback and delivers final draft to Volunteer Manager
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About The Org

Financial Literacy Coalition of Central TX
Our Mission

Our mission is to promote community prosperity by providing financial education that empowers Central Texans to achieve their dreams.


I have such a wonderful experience working with Nancy. She understood the work we do and valued our services. She was quick, thoughtful and very knowledgeable. I couldn't have asked for a better person to work on this project. Thank you Nancy!
Lourdes Zuniga
Lourdes Z.

Executive Director

Organizational Executive Summary Project

(No testimonial has been submitted by Nancy)

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