Q4 2011 Quarterly Report

PresenTense Quarterly Report

Held: February 28, 2012

IntroductionPrepared by:

Brian Meister, CFO/COOAriel Beery, Co-Director

Nurit Tsur, CEO PTLSimi Hinden, Online Community

02/08/12

On-Line Community

Simi Hinden

One Exciting Moment for me this Quarter…

Seeing PT Israel sales rapidly grow – new hub in Tel Aviv, lots of new potential

fellowships and PTSchool training sessions. We're finally breaking into the Israeli market!

Quarterly Metrics Update

Metrics Intended to Reach Metrics reached Explanation

Million Minutes – no fundraising goal

$2336 raised in two campaigns (Million Minutes and Power Up)

1st time we did this, wanted to test out

n/a 2161 Twitter followers, 1821 Facebook fans

Steady growth of our networks

18,000 visitors45,000 page views

17,879 visitors43,906 page views to site

About average – had two spikes for application announcement and final push for applicants

5000 newsletter recipients20% open rate10% click through

Average 4014 recipients of monthly newsletter22% average open rate6.79% click through rate

As the list size increases and base widens, click through rate naturally goes down – need to combat this

Quarterly Program/ Workgroup Challenges

Challenges Faced/Facing Potential SolutionsLots of little tech requests from everyone are distracting

Get staff to deal with them on own – Google it, and get better tech consultant

Tech updates to website not happening as fast as needed

Set clearer timelines; recruit additional intern/hourly consultant to help

Sales data not tracked in one central location – hard to manage

Bi-weekly SF conference call to track challenges and keep people on target

Community Entrepreneurship Partnership Management

Prepared by: Ariel Beery, Co-Director

Michael Podberezin, Eur-Asia CoordinatorErez Marchini, TLV and Jerusalem Coordinator

Shelby Zitelman, N.A. Program Director

02/08/12

General CEP

Ariel Beery


Launch of the US and Israeli SocialStart training courses alongside the autonomous coordination of local coordinators showed that PresenTense’s Community Entrepreneur Partnership model is scalable.

Quality Metrics UpdateMetrics Intended to Reach Metrics reached Explanation

Satisfaction by Coordinators on materials provided (80% target)

91.43% Very strong increase, thanks to time invested pre- and post summer

Quality of materials as rated by Coord (80%) 80% Room to improve; notes

showed there are challenges to overcome.

Responsiveness rating by Coord (80%) 85.71% Good rating, but can be

improved. Need new systems.

Would you recommend PT to another city? (80%) 94.29% Very good rating,

indicative of comparative quality and overall satisfaction.

Quantity Metrics Update


Average of 21 Steering Committee Members 20 Min is 11, max is 39, showing

large range on SC – and suggesting alternative models

Average 18 Mentors per city 10 Average dragged down by

programs who hadn’t confirmed mentors by end of period. Min is 0, Max is 20

Average 12 fellows per city 10 Cities decided to focus on a

smaller number. We’ll view and see how it goes

Average Facebook fans (no baseline) 135 As a new rating, we want to

establish a benchmark. Min is 0, max now is 350


Challenges Faced/Facing Potential SolutionsCultural adaptation of material is far deeper than we expected

Increased lead-time when going into different operating environments

Local coordinators are not utilizing their weekly check-ins with Regional Directors sufficiently.

Need to have a clearer goal for check-ins and to find a way to provide added value to coordinators from those check-ins

Delay and lag in coordinators filling out surveys, or passing those surveys to stakeholders

Clearer value proposition to the cities concerning data and knowledge management

Launch Book – structure and scale Clarity of workplan needs to be followed up on seriously

02/08/12

Sales

Ariel Beery


Hearing about the interest from sites PresenTense would have never thought of entering into, such as Germany. The number of individuals who want to help bring PresenTense to central Europe requires new thinking as to how to involve the community in the sales process.



Six CEPs in Final Negotiations, Worldwide for 2012/13

4 This is a very, very hard year in the market. We’re tapping out of the Large City market in the US, and need to build long-term focus

Six CEPs with an Option for 2012/13 5 Most cities we were

exploring with have all but ruled out this coming year

Six CEPs with an interest in 2013/2014 8 We have good interest for

5774, but it is impossible to know whether interest will remain


Challenges Faced/Facing Potential SolutionsRegular sales trips did not get the traction we expected

Deeper, more long term planning with clearer ‘case officers’ checking in with cities regularly. Local sales staff could change the game (and not international co-directors)

High price of commitment is reducing options for more risk-averse, or less moneyed, communities

Need to develop additional products, including PTSchool options and a mini-CEP or Regional CEP

Attempts to negotiation mutli-city deals with umbrella organizations did not succeed in going through

Unclear multi-City partnerships are the right solution

Lack of clear ‘return on investment’ figures (donations driven to Federation due to CEP)

We need more data, and need to find a way to make it worth partner’s while to provide the data

02/08/12

Overseas Expansion

Michael Podberezin


Doing our first orientation seminar in Moscow and receiving an email from Brachie with a photo of Threshold orientation taking place at the same time.The fellows looked alike, and even had similar expressions. I truly felt like a part of something global and amazing.


Metrics Intended to Reach

Metrics reached Explanation

At least 30 Candidates 36 candidates to the program

the number of candidates was an important indication of how wide our reach is in the Moscow community

8 New Russian speaking trainers

4 new Russian speaking trainers

Ensures the sustainability of the program in the long term and can help cut costs

An involved steering committee

High satisfaction in qualitative survey

22 Coaches and Mentors 20 Coaches and Mentors


Challenges Faced/Facing Potential SolutionsContinuity issues with uncertainty around future employees career decisions

Begin preparing potential candidates early on.

Training more Russian Speaking trainers Partnering with a Russian organization to help create a steady base for PT training.

Expansion prospects in other cities in the FSU

Discussions ongoing.

02/08/12

Tel Aviv and Jerusalem CEPs

Erez Marchini


לראות מועמדים ערבים וחרדים בתכנית בתכנית יזמים, אחרי כל ההכנות והדיבורים על

זה


Metrics Intended to Reach Metrics reached Explanationבניית המוצר הישראליBuilding the Israeli product

תחילת בניית אתר תוכן לרכזים בעבריתStarted building coordinator’s website

בניית מוצר ישראלי שלם ועומד בקריטריונים של האמריקאיBuilding the complete Israeli product in coordination with the American one

אתר למדריכים, אתר בעברית, חוברת לרכזים בישראלHebrew website, coordinator’s website and booklet

מעבר חלק של התכניות הישראליותSmooth operation of the Israel based programs

כל התכניות התחילו "על רגל ימין": סדנאות,ליווי של מלווים ומנטורים, שולחנות

– עגוליםAll programs started well


Challenges Faced/Facing Potential Solutionsהרבה ארגונים מתעניינים בתכנים שלנו, ולא תמיד יש לנו את המענה מבחינת כוח אדםNot enough personnel for client’s demand

עבודה עם מדריכים מהארגון כפרוייקטוריםNew work model that utilizes the facilitators as “special project coordinators”

מדריכים לא מספיק מיומנים על תכנים, לא ,"מספיק מרגישים "חלק מהמשפחהFacilitators do not have enough experience with presentations and do not feel like part of PT family

מפגשים קבועים של מעבר על תכנים עם המדריכים, ערבי מדריכיםRegular meetings and organizing social events

תכנים בישראל לא מספיק מקצועייםIsraeli content not professional enough

– שני מישוריםעבודה על התכנים שלנו ושיפור מה שצריך, סדר וארגון של כל התכנים בעבריתTwo ways: 1.Working on content and improving them2.Organizing all materiel in Hebrew

02/08/12

North America CEPs

Shelby Zitelman


Seeing the final lists of Fellows from each one of the Coordinators. It was very inspiring to realize that 6 Fellowships are up and running, and we are supporting 64 Fellows across the country who are all working on initiatives to improve their communities. Not to mention the SC Members, Coaches and Mentors who are all dedicated to social change.



Satisfied Coordinators and Partner organizations

Surveys suggest that Coordinators are pleased with their service

Shelby is the bomb ;)

Executive and Steering Committee Development - # and satisfaction

Hit the #s, satisfaction not analyzed.

Tight timeline, uncertainty of role, disconnect between Coord and SC

Fellowship recruitment, admissions and program launch

129 applications, 64 North American Fellows,

Only 2:1 application: acceptance, need better support from PTG, better plan for Coordinators


Challenges Faced/Facing Potential SolutionsTension of consistency vs. adaptation for the client

Defining the “non negotiable” elements of the program.

Local incompetence of marketing, promotion and networking, coupled with ineffective networking team structure

Working closely with marketing departments (as applicable), better PresenTense Group coverage, redefine the networking team responsibilities

Enabling Coordinators to share best practices with each other

Posing more questions to the group. Coordinator Clusters.

Inconsistency of materials, frequent upgrades and resource development

Revisit intranet and systematize the materials, information etc…

Social StartPrepared by:

Naomi Weiss, Director of Training


SocialStart Graduation, January 22, 2012


Metrics Intended to Reach

Metrics reached Explanation

SocialStart Trainer metrics: projected 36 applicants; 12 accepted

•20 applicants•13 accepted (2 second-years)•10 became certified•2 need additional training•1 dropped

Initial applicant pool was not as large as hoped, but quality was so high that end result exceeded expectations.

Full package of client-ready slides including new slides and full uploads to SocialStart, Coordinator and Fellow intranets

Package was updated as we went and continues to be; did not fully receive/implement new design from Jerrin

Insufficient time, ever-changing nature of curriculum incorporating feedback from fellows and trainers

Build and execute full trainers course to ensure full buy-in on curriculum, pedagogy and facilitation

Full trainers course executed including 3 training days, monthly cluster calls, teachbacks and mentoring – difficult to measure full buy in

Quantity reached, quality still debatable. See next slide for challenges


Challenges Faced/Facing Potential SolutionsCurriculum: Balance of personal ownership vs. quality control & standardization (trainers & staff)

1.Standard curriculum, personalized anecdotes (and flow?)2.Curriculum committee from SocialStart for next year

Trainers: Empowering and satisfying trainers on very limited budget

1.Incentives for second-year trainers, build local bases so as to cut costs2.Non-monetary rewards?

Other ProgramsPrepared by:

Nurit Tsur, CEO PTLBrachie Sprung, Executive Director PTL

(represented by Nurit Tsur and Erez Marchini)Naomi Weiss, Director of Training

02/08/12

Overview

Nurit Tsur


15th September – started to work at PT!!!



Tripling CEPs in Israel 2 active, 2 in negotiation

Adjusting office and personnel to needs

Moving offices, changed structure of organization


Challenges Faced/Facing Potential SolutionsAdjusting budgeting of CEP to Israeli capacity

Not yet there but almost

Increasing sales of other projects Built “product basket” that one can choose from. Focusing on Hub and specific courses. “sharing vision” is the most popular workshop!! But I think we need to update it on a monthly basis.

Ongoing need to update content- especially on Sharing Vision

Consultation hours from New Media consultant (?)

02/08/12

Other Programs - Israel

Nurit Tsur on behalf of Brachie Sprung


After five years of operating a local Hub in Jerusalem suddenly we found that we are perceived as Hub experts. Within months we were operating “The Library” and negotiating with two more potential clients.


Metrics Intended to Reach Metrics reached ExplanationExpansion of CEP’s Tel Aviv (paying client)

Threshold (paying client)Jerusalem (Leichtag, Jerusalem Foundation)

•Jerusalem Foundation still has not paid•Negotiations with Haifa, Beer Sheva

Expansion of PT School •Sold two Activist Toolkits to MASA and IBC•Working with many one-time opps

With a dedicated staff member we can maximize our potential in Israel

Selling “Hub” as a service

•Operating The Library”•Pitching to the YMCA (together with MATI)

Would like to further expand this area. There is a lot of potential


Challenges Faced/Facing Potential SolutionsLack of staff around trainings and curriculum development

Work with our trainers, turn our trainers into project coordinators

02/08/12

Other Programs – North America

Naomi Weiss

One Exciting Moment for me this Quarter…BBYO Training!

…Seeing the incredible ideas emerge in 12 hours and the potential for other teen markets



$50K PTSchool sales in FY12

$15K + 9K + 1.6K +.6K + 1.5K = $27,700 to date

On track, need strategy plan for rest!

Tailor curriculum for orgs Not yet!

Project manage Pool development with JC

Brochure, business plan, budget complete. 2 funders in pipeline. Landscape meeting 2/14/12.


Challenges Faced/Facing Potential SolutionsPTSchool: Product pricing vs. demand

1.Staff strategy session2.Survey organizations on elasticity3.Focus on high-margin products4.Wash U Consulting project

Pool: Staff time invested vs. PT return 1. Take cut of incoming funds for PT time? (before Pool is operational)

FRDPrepared by:

Aharon Horwitz, co-Director

*Includes up to date data


Spending time with the Jerusalem Fellows and seeing a representative sample of all of

Jerusalem’s residents around the table.



Restricted Grants – $140K $158K Extra funds for Silicon

Valley Marketing

Unrestricted Grants – $141K $122K

Didn’t hit individual targets. Minimal Outreach.

NYC Chairs – $122,160 $100K

Lost chairs. Better expectation structure in short term; new model long term

Global Chairs - $50K $15K Sluggish sales. Lost chairs.

Quarterly Program/ Challenges

Challenges Faced/Facing Potential Solutions

Chair Business Model Broken

Federation Chairs short term or lower price more volume. New funding streams or sponsored fellowships long term. Worst case close programs.

New Revenue Sources & Application Writing Challenges

Pipeline development plan/GrantWriter Researcher

Sales Processes & Pipeline management not happening in SF

Salesforce or New CRM Implementation

Slow collection More standardized reminder process

02/08/12

QUESTIONS???

Q4 2011 Quarterly Report

Technology

jerusalem

nurit tsur

naomi weiss

exciting moment

paying client

staff

coordinators

time