1. E150 Educational Innovation and Social Entrepreneurship In Comparative Perspective Week 10 Section Vanessa Beary veb682@mail.harvard.edu

2. HOUSEKEEPING Paper 3 Due Dates Conference consideration: 27 April Everyone else: 4 May Questions for the speaker? Email to Fernando before the lecture!

3. Paper 3 Overview The final paper is an opportunity for you to use all the analytic tools you have learned in this course. In this paper, you should demonstrate an understanding of vision, mission, theory of change, strategy, financial plan, and business plan. You may find these texts useful: Wolk, Andrew and Kreitz, Kelley. 2008. Business Planning for Enduring Social Impact Osterwalder, Alexander, et al. 2009. Business Model Generation. W. K. Kellogg Foundation. Logic Model Development Guide (especially useful for information on theories of change)

4. Paper 3 We highly recommend using figures/diagrams to represent your model (i.e. a logic model, a social impact model, etc). Please note that all tables, figures, and diagrams MUST be included in the appendices and not count towards the page limit.

5. Paper 3 To self-assess your plan you might use the following criteria to ensure that you have addressed all of the areas of a good business plan: Plan: The plan should reflect a deep understanding of the domain and implementation challenges and represents an innovative way to attack the core problem. Impact: Can the idea make a substantial difference? If so, how much of a difference? How will you know that it is making a difference? Is there a plan in place to assess performance? Is the idea disruptive? How?, Is the plan scalable?

6. Paper 3 Team: Does the team–organization—have the skills and experience required to implement the project and/or can recruit and retain additional talent? Is the team committed to the development of the plan? How will the communicate ideas effectively? Resources: The plan can be sustained financially, with a clear articulation of how financial and other resources will be obtained at each phase. Risks/Reward Management: The proposal reflects an understanding of the risks entailed in implementation. The team has a credible plan for managing the risk while maximizing the likelihood and magnitude of success.

7. Paper 3: Formatting In addition, please submit your final paper using the proper formatting: The paper should be a maximum of 20 pages (not including appendices) Times New Roman size 12 font 1” margins on all sides Double spaced Include a cover page Please submit at.doc or.docx Do not include your name on the paper or in the file name! Instead, use your HUID# Please put all tables and figures in appendices. All citations must be in APA format. [Ex. (Wolk & Kreitz, 2008)]

8. Volunteers for Last Two Sections The last two sections will be labs to help you think through issues with your final papers. You will prepare a small presentation and will work in small groups to refine your idea and troubleshoot. 17 April: 4 volunteers (priority given to those who want to submit on 27 April) 24 April: 4 volunteers

9. Implementation Strategy Planning to Plan Social Impact Model Implementation Strategy Business plan timeline Establish set of goals in relation to your social impact model Develop organisational capacity Team and Governance Financial Sustainability Marketing Technology Public Policy Measurement Risk Mitigation

10. Today’s exercise: Back to Tajikistan

11. Today’s exercise: Scaling Junior Achievement in Tajikistan Junior Achievement in Tajikistan Successful expansion of Junior Achievement in MENA Tajikistan is looking to expand its program to reach 50,000 students by the year 2020 Regional considerations (Central Asia: Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan, Uzbekistan)

12. The Tajik Case Junior Achievement Students: 11,480 YOY% growth: -63% Volunteers: 1 Classes: 378

13. Today’s exercise: Back to Tajikistan

15. Divide in four groups (11:15EST) Group 1 — Business Plan Timeline + Phase 1 Strategy Goals Group 2 — Team & Governance, Financial Sustainability, Marketing Group 3 — Technology, Public Policy Group 4 — Performance and Social Impact Measurement, Risk Mitigation Research, discuss and distill findings in 1 slide (11:40EST) You have 25 minutes Start with a definition of the key terms/concepts for your section Email me your slide at 11:35 if you want me to share with group. Present findings in 3 minutes (11:41-11:44, 11:45-11:48 11:49-11:52, 11:53-11:56) Challenge your colleagues during Q&A

16. JA’s Goal in Tajikistan Year 2020 — 50,000 students Currently — Junior Achievement Students: 11,480 YOY% growth: -63% Volunteers: 1 Classes: 378