I. Introduction II. Finding the Balance How Are We Doing? What are the Funding/Cost Models for DN?

1. “Sustainability Planning” Agenda I. Introduction II. Finding the Balance • How Are We Doing? • What are the Funding/Cost Models for DN? • How should we approach supporting our work? • Case: “Save this Executive Team” • How can National DN Support local Executive Teams? • What are your city’s “Takeaways”. III. Panel & Q&A

2. Finding the Right Balance: How are you doing? • How have your Executive Team members balanced the necessary commitment to raise funds to sustain/expand Diplomas Now while raising funds to sustain the individual organizations? • What has helped in the balancing act? • What’s gotten in the way of a productive balance?

3. Talent Development Funding Model • Talent Development is a Fee-For-Service Organization • Funding often a mixture of district funding and state/federal/external grant funding • Fees will be expected to drop over time, due largely to scaled back technical assistance as local capacity increases • Districts considering Talent need to consider indirect costs such as any staffing changes to accommodate teaming and/or common planning time, addition of instructional coaches, additional math and English teachers for Double Dosing, etc. • TD/Diplomas Now can produce outcomes that have a positive financial impact for schools and districts (ADA, Enrollment Counts)

4. Talent Development Fee Structure • Costs Include: • Talent Development On-Site School Transformation Facilitator • Talent Development Teacher and Student Materials • Talent Development Technical Assistance • Summer Learning Opportunities (Coaches and National Conference) • Partnership Fee: Annual Cost that covers climate and instruction survey, management support for projects, TDHS network publications, etc.

5. CIS Funding Model • Average of $70,000 to $90,000 for first CIS trained site coordinator/case manager. • Costs go up to $135,000 for two site coordinators, depending on size of the schools and number of students to be served (level 1 and level 2 services). These figures include local affiliate and site costs. • Average CIS affiliate is funded 65% from school/district and 35% from private sector

6. City Year’s Funding Model A leveraged 2:1 Investment AmeriCorps: City Year competes for federal AmeriCorps funding to support each corps member Private Sector: City Year secures matching private sector funding for each team of corps members. The team sponsor program provides benefits to companies who sponsor teams for $100,000 (more information on next slide) $10-12K per corps member $10-12K per corps member City/School District: City Year seeks funding from schools, school districts and/or cities to cover at least $10k per corps member $10-12K per corps member

7. City Year Team Sponsor Overview Corporate benefits of $100,000 annual investment: • Company logo on City Year’s signature red jacket • Speaking opportunities and special recognition at City Year events, such as Opening Day and Graduation • Customized employee engagement opportunities • School immersion day with team of corps members • Co-branding on all local collateral, websites and newsletters • Impact reports on team’s service to their community “We put our logo on a lot of things, but nothing makes us prouder than seeing the City Year corps members walk into our office with the Comcast Team Sponsor logo on their uniform. These young people are such an inspiration to our company.” - Brian Roberts, CEO, Comcast

8. Example Diplomas Now Budget On-Site Staffing TD School Transformation Facilitator and network $95,725 CIS On-site Coordinator $85,000 City Year team (assume 10 CM and Program Manager) $100,000 Subtotal Staffing $280,725 Instructional Support Curriculum Materials (assumes 1,500 person school) $95,000 TD Technical Assistance $105,000 Subtotal Instructional Support $200,000 Subtotal Diplomas Now Costs $480,725 Investing in Innovation Fund (i3) Support ($150,000) Total Diplomas Now Costs (if coaches are in place) $330,725 Additional school level costs if not already included in school Math and English Instructional Coaches $200,000 Total Diplomas Now Costs (if coaches are not in place) $530,725

9. Using Diplomas Now Guidelines for Fundraising Golden Rule:DN will not accept funding for the collaboration from existing supporters of any partner if DN funding would decrease or put at risk this funding (No robbing Peter to pay Paul.) • DN funding prospects should come from the following groups: • Prospects who do not fund any DN partner and have been hard to crack • Existing funders who have the capacity to give more in support of the DN Collaboration (e.g., $300,000 to CIS, but $1,000,000 to DN) • What additional Funding guidelines has your Executive Team adopted or intend to adopt? • What are next steps for your team to ensure guidelines are used?

10. Save this Executive Team Scenario: The Kansas City exec team agreed on a budget required to implement DN in the Michael Downey School. They had no clear shared set of next steps lined up. It turned out that each organization went separately to the School District and negotiated successfully for their piece of the budget without informing each other or recalibrating budget needs. When these individual negotiations were finished there was an $100,000 shortfall. It will be very difficult to go back and reopen negotiations with the school district. What should have happened BEFORE the fund-raising effort began? What should have happened DURING the negotiation period? What should have happened AFTER negotiations were completed?

11. National Support for Local DN Executive Teams The national Diplomas Now collaboration will work with city executive teams to secure the resources necessary to sustain Diplomas Now implementation. The national team can provide support through: Networking to set up meetings with prospects Speaking at local fundraising events Leverage i3 funding Direct funding from national private sector requests Securing national funding partnerships (e.g., United Way Worldwide)

12. Takeaways and Self-Monitoring What “Takeaways” does your Executive Team intend to purposefully employ in 2011-12 as you seek funds to sustain and expand DN in your city? How will you self-monitor?

13. Questions and Answers Take a couple of minutes and jot down questions you’d like to have addressed today or in the new future regarding sustainable planning and implementation. Panelists include: Gary Chapman Doug Elmer Charles Hiteshew Jim Balfanz Jeff Jablow Debra Montanino