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Organizational Executive Summary

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

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3 Followers
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

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

Financial Health Pathways
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Causes
Community & economic development Education Human services
Posted by
Lourdes Z
Lourdes Z.

Executive Director

Our mission

FHP is a community-centered organization focused on improving the financial health of Texans. We advocate on behalf of the under-served and provide them with education and resources to achieve financial freedom.

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.
Lourdes Z.

Executive Director

Organizational Executive Summary Project

(No testimonial has been submitted by Nancy)
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