NFTE Bay Area Advisory Board Meeting

1. NFTE Bay Area Advisory Board Meeting September 18th, 2013 8:30-11:00 am At Goldman Sachs, San Francisco

2. Agenda • Welcome - Pete Marchetti • Executive Council – Terrence Cummings • Board Leadership Discussion • Aligning with Organizational Strategy – Krista Bloome • Board Roles & Responsibilities – Joe Muscat and Scott Saslow • Financial Security Initiative – Krista Bloome • Visibility Initiative – Laurel Skurko • Innovation & Impact Initiative– Tom Perry • Summary of action items – Krista Bloome • NFTE Alumni Entrepreneur Q&A – Alex Murillo

3. Executive Council FY14 Objectives: • Refresh the Council • Make the regional competition bigger and better than ever What this means

4. Aligning with Organizational Strategy • Board Initiatives : • Visibility • Innovation/Impact • Financial Security NFTE Vision NFTE Mission Strategic Priorities / Measures of Success School programs, NFTE Launch alumni programs, business plan competitions and other student events Visibility, Innovation, financial security, staff satisfaction EMI / attitudinal measures, knowledge assessments, alumni assessments Impact Reach & Expansion Sustainability

5. Aligning with Organizational Strategy • Implications for Board Organization (from June meeting) • Core Initiative realignment • Innovation, Financial Security and Visibility • Q1 FY14 priority to refresh Board governance • Initiative leads – Scott, Tom, Mike – to help determine new leadership • Personal Action Plans for all Board Members • Present new systems at September Board meeting

6. Aligning with Organizational Strategy • Vision: NFTE is the premiere youth entrepreneurship organization in the Bay Area. • Mission: Leveraging the entrepreneurial ecosystem unique to this region, NFTE Bay Area provides innovative entrepreneurship programs that inspire youth to stay in school, recognize business opportunities and be successful in the modern economy. • Initiatives: 1) Financial Security 2) Visibility 3) Innovation and Impact • Advisory Board Priorities, Benchmarks, Goals and Status:

7. Advisory Board Roles & Responsibilities Purpose: enable ED and staff to achieve NFTE Bay Area’s goals

8. Financial Security Initiative • Fund Development Initiative is now Financial Security • Initiative Lead TBD • Priority • Meet $715,000 revenue stretch goal • Benchmarks • Regionals corporate sponsorships, Earned Income opportunity and Events • Outlook • Large % of planned asks are renewals • Starting year in strong cash position • Discussion • Call for membership

9. Visibility Initiative • Core Program Initiative is now Visibility Initiative • Laurel Skurko, Initiative Lead • Goal • Increase visibility of NFTE among key stakeholders • Central Message • NFTE is the premiere youth entrepreneurship organization in the Bay Area, preparing youth from low-income communities with the entrepreneurial mindset necessary for success in the modern economy.

10. Visibility Initiative • Objectives, By Target: • Educators – 75 on-mission principals in districts in which we operate knows what NFTE stands for, figuratively and literally. • Entrepreneurs (“Tech” and “Other”) – About 100 new individuals know AND mention NFTE, resulting 10 mentions in press, in addition to other “buzz” • Insiders – Each member of the core team (Board, ECouncil, Leadership Council) identifies and executes on 1 visibility activity. • For Discussion: • Definition of visibility activity • Invite to participate

11. Innovation & Impact Initiative • Digital Classroom Initiative is now Innovation & Impact • Tom Perry, Initiative Lead • Purpose • Help drive NFTE Bay Area’s vision for innovative programs and operations • Strengthen the measurement of key metrics • Innovation • Success of Digital Classroom • HQ platform development + Bay Area current projects (Virtual AAC, Q&A Forum) • Impact • Determine feasibility of local impact study • For Discussion: • How do we get more entrepreneurs involved? More corporations? • Call for members

12. Summary of Action Items • FY14 Board Meetings • 3rd Wednesday of the month: 12/18; 3/19; 6/18 • Action items from meeting

13. Appendix • Program Snapshot, September 2013 • Fall 2013 Program Events • Digital Classroom Updates • FY14 NFTE Bay Area Scorecard • FY14 NFTE Organizational Scorecard • FY14 Visibility Work Plan • NFTE’s Impact: Proof Points from the 2013 Alumni Study

14. Program Snapshot, September 2013

15. Fall 2013 Program Events • September 27th – Teacher/Volunteer Kickoff Event • October 12th – Hackathon at SAP in Palo Alto (www.sf.gopilot.org)

16. Digital Classroom Updates • HQ working on designs for national platform • Bay Area participating in student/teacher design studios and bi-weekly calls • Designs will be presented to NFTE national board on _____ Bay Area Student Designs HQ Wireframes

19. FY14 Visibility Work Plan • Goal: Increase visibility of NFTE among key stakeholders / “influencers” • Central Message: NFTE is the premiere youth entrepreneurship organization in the Bay Area, preparing youth from low-income communities with the entrepreneurial mindset necessary for success in the modern economy. • Mechanism: Direct outreach to our network (emails/meetings) of key stakeholders and asking them to help us spread the word further about NFTE. We will reach out to them via introductions made in course of daily business and via introductions by NFTE stakeholders (i.e. Board and Ecouncil members). • Target Audiences and objectives by 7/1/2015 • External Stakeholders: • Educators – Every on-mission principal (75) in a district in which we operate knows what NFTE stands for, figuratively and literally, 10% provide photo and quote. • 100% have had direct conversation with NFTE by 6/30/14 • Entrepreneurs – 100 leading Silicon Valley entrepreneurs learn what NFTE stands for, provide mention directly in press, photos/quotes that we can use, and or contacts for us to continue to spread the word. • 10 press mentions by 6/30/14 • Internal Stakeholders • Board Members - identifies and executes on 1 visibility stretch goal. • ECouncil Members - identifies and executes on 1 visibility stretch goal. • Specifics: How to add NFTE Visibility to your annual NFTE contribution goal – pending discussion • Use a scorecard (to track and report before each Board meeting between now and end-of-fiscal year Board meeting) • 200 additions to mailing list (associated with in-person meeting) • 100 educators • 75 school principals to know NFTE • 25 other educators • 100 entrepreneurs • 50 tech players • 50 other entrepreneurs • 20 of these help raise NFTE visibility via: • 10 press mentions • 90 “other” major word-of-mouth contributions (i.e. social media posts, word-of-mouth introductions, etc, TBD)

20. FY14 Visibility Work Plan NFTE Staff activities to support Board efforts to spread the word about NFTE.

21. NFTE’s Impact: Proof Points