Hybrid Structuring Strategy

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Abstract

We are developing a hybrid for-profit/non-profit organization. The non-profit entity will focus on delivering charitable programming to the world community, and the for-profit entity will generate profits and donate them back to the non-profit in order to further the mission of the overall organization.

This is a development roadmap for the next 6-12 months, and we are soliciting review of this plan from advisers. Our priorities are to develop a lean organization - minimizing administration costs and overhead and maximizing the funding that is delivered to our programs.

List of Completed Organizational Development Objectives

Plan Map

Enlarge & Comment

Accounting

Main Priorities

  • Financial Reports - Phase 1
  • Grant Reports - Phase 1
  • Financial Controls - Phase 1
  • Budgeting - Phase 1
  • Independent Audits - Phase 3


Rationale


Legal

Main Priorities

  • 501c3 Status - Phase 2 for IRS response
  • For-Profit Entity - Phase 1
  • For-Profit & Non-Profit Contractual Relationship - Phase 2
  • Insurance - urgent


Rationale


Trademark

Main Priorities

  • OSE Trademarks - Phase 1
  • Use of Trademark Policy - Phase 2
  • Use of Trademark in Commerce Policy - Phase 2
  • Patent Protection Research & Strategy - urgent


Rationale


Strategic Planning

Main Priorities

  • Advisor Review - Phase 1
  • Community Review - Phase 1
  • Final Draft - Phase 1
  • Publication - Phase 1
  • Plan Review Scheduling - Phase 2


Rationale


Board of Directors

Main Priorities

  • Recruiting Strategy - Phase 1
  • D&O Liability Insurance - as soon as the IRS approves our tax-exempt status
  • Board Member Job Description & Board Expectations - Phase 2
  • Executive Committee - Phase 2
  • Advisory Network - ongoing


Rationale


Pilot & Evaluations

Main Priorities

  • Project Plan - Phase 2
  • Pilot Funding - Phase 3
  • Recruiting - Phase 3
  • Evaluations Strategy - Phase 3
  • Pilot - Phase 3


Rationale