Organizational Executive Summary for Financial Literacy Coalition of Central TX

This project was completed on Apr 6, 2021
Matched with Nancy M.
See the Impact story

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

Cause

Community & Economic Development

Skills

Business Development Entrepreneurship Writing

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

About The Org

Financial Literacy Coalition of Central TX

Causes

Community & Economic Development Education Human Services

Posted by

Lourdes Z.

Executive Director

Our Mission

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

Testimonials

Read the Impact Story

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 Z.

Executive Director

Organizational Executive Summary Project

(No testimonial has been submitted by Nancy)

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Organizational Executive Summary

Financial Literacy Coalition of Central TX

Financial Literacy Coalition of Central TX

1

10

Cause

Skills

Organizational Executive Summary

Project Details

What We Need

What We Have In Place

How This Will Help

This project will save us $4,828 , allowing us to focus on helping struggling families.

Project Plan

Prep: Distribution of Prep Materials

Milestone 1: Information Gathering

Milestone 2: Executive Summary Draft

Milestone 3: Final Draft

About The Org

Financial Literacy Coalition of Central TX

Causes

Posted by

Lourdes Z.

Our Mission

Testimonials

Lourdes Z.

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