1. PLANNING FOR GROWTH AND IMPACT Social Impact Exchange – June 18, 2010

2. © 2010 by Root Cause Root Cause Mission Root Cause is a research and consulting firm dedicated to mobilizing the nonprofit, public, and business sectors to work together in a new social impact market. 2

3. © 2010 by Root Cause Strategic Plans vs. Business Plans  Uses an internal point of view  Explores organization’s values, goals, and objectives  Considers work in context of overall need and opportunity in the target social problem  Explores organization’s values, goals, and objectives  Provides a roadmap for growth sustainability, and social impact  Provides a way to monitor and measure performance  Helps develop funding and partnerships  Acts as a communication tool for funders Strategic PlanBusiness Plan 3

4. © 2010 by Root Cause When to Consider Business Planning As organizations move through the Social Innovation Lifecycle, they periodically arrive at an inflection point where they will benefit from business planning. InnovationExpansion Going to Scale Reflection Social Innovation Lifecycle Early Proven Performance 4

5. © 2010 by Root Cause  Need and Opportunity  Social Impact Model  Implementation Strategy  Business Plan Timeline  Phase I Strategy Goals  Organizational Capacity Building Team and Governance Financial Sustainability Marketing Technology Public Policy Performance and Social Impact Measurement Risk Mitigation  Phase I Action Plan Defining Business Planning 5

6. © 2010 by Root Cause Social Impact Model 6 SOCIAL PROBLEM DEFINITION VISION OF SUCCESS MISSION OPERATING MODEL SOCIAL IMPACT STRATEGIES ORGANIZA- TIONAL AND PROGRAM PERFOR- MANCE INDICATORS SOCIAL AND ECONOMIC IMPACT INDICATORS

7. © 2010 by Root Cause Four-Step Business Planning Approach 7

8. © 2010 by Root Cause Building Plans on Trust and Partnership 8

9. © 2010 by Root Cause The Business Planning Experience 9  Coaching  Provide advice as difficult situations arise throughout the planning process  Action While Planning  Allows implementation to occur throughout the planning process, giving the client an opportunity to experience real-time progress and maintain energy for implementation once the plan is complete  Road Show  Opportunity to engaging investors and raise resources for implementing the plan during the planning process  Working Groups  Engage 5-7 key stakeholders in a 7-9 month process to ensure ownership of the plan

10. Andrew Wolk Founder and CEO Root Cause One Canal Park Cambridge, MA 02141 (617) 492-2300 www.rootcause.org www.andrewwolk.com 10