1

Mission

To mobilize and
empower fellow
Millennials and future
generations to
change the world for
the better

STRATEGY MAP Overview

Change Heroes

Enhance
Capabilities

Revenue
Growth

Enterprise
Value

Investors

Charity
Partners

STRATEGY MAP Overview

Change Heroes
Growth Initiatives:
Increase partnerships
Corporate
Charities
Increase campaigns
Increase donors
Enhance
Capabilities

Revenue
Growth

Enterprise
Value

Investors

Charity
Partners

STRATEGY MAP Overview

Change Heroes
Growth Initiatives:
Increase partnerships
Corporate
Charities
Increase campaigns
Increase donors
Enhance
Capabilities

Revenue
Growth

Enterprise
Value

Investors
Improve Enterprise Value:
Brand recognition
Systems and processes

Charity
Partners

STRATEGY MAP Overview

Change Heroes
Enabling Initiatives:
Values and culture
Impact and reach drivers
Resources
Platforms
Sales force
Operational scalability

Growth Initiatives:
Increase partnerships
Corporate
Charities
Increase campaigns
Increase donors
Enhance
Capabilities

Revenue
Growth

Enterprise
Value

Investors
Improve Enterprise Value:
Brand recognition
Systems and processes

Charity
Partners

Detailed Strategy Map

MISSION: Mobilize and empower fellow Millennials and future generations to change the world for better

Learning and Growth Perspective

Highly skilled programmers and
developers

Establish and maintain values and

culture

Passionate and engaged employees

Detailed Strategy Map

MISSION: Mobilize and empower fellow Millennials and future generations to change the world for better

Internal Perspective
Increase Reach

Increase Impact

Formalize systems and

processes

Provide cost effective

organization

Increase sales force

Donor relationship
management

Develop scalable cost

structure

Improve usability

Sales and marketing

focus

Social and community

engagement

Learning and Growth Perspective

Highly skilled programmers and
developers

Establish and maintain values and

culture

Passionate and engaged employees

Detailed Strategy Map

MISSION: Mobilize and empower fellow Millennials and future generations to change the world for better

Customer Perspective
New Platforms

Increased Brand Recognition

Internal Perspective
Increase Reach

Increase Impact

Formalize systems and

processes

Provide cost effective

organization

Increase sales force

Donor relationship
management

Develop scalable cost

structure

Improve usability

Sales and marketing

focus

Social and community

engagement

Learning and Growth Perspective

Highly skilled programmers and
developers

Establish and maintain values and

culture

Passionate and engaged employees

Detailed Strategy Map

MISSION: Mobilize and empower fellow Millennials and future generations to change the world for better
Financial Perspective
Sustained Shareholder Value
Improved cost structure

New partnerships

Increased number of donors

Increased campaigns

Customer Perspective
New Platforms

Increased Brand Recognition

Internal Perspective
Increase Reach

Increase Impact

Formalize systems and

processes

Provide cost effective

organization

Increase sales force

Donor relationship
management

Develop scalable cost

structure

Improve usability

Sales and marketing

focus

Social and community

engagement

Learning and Growth Perspective

Highly skilled programmers and
developers

Establish and maintain values and

culture

Passionate and engaged employees

10

Detailed Strategy Map

MISSION: Mobilize and empower fellow Millennials and future generations to change the world for better
Financial Perspective
Sustained Shareholder Value
Improved cost structure

New partnerships

Increased number of donors

Increased campaigns

Customer Perspective
New Platforms

Increased Brand Recognition

Internal Perspective
Increase Reach

Increase Impact

Formalize systems and

processes

Provide cost effective

organization

Increase sales force

Donor relationship
management

Develop scalable cost

structure

Improve usability

Sales and marketing

focus

Social and community

engagement

Learning and Growth Perspective

Highly skilled programmers and
developers

Establish and maintain values and

culture

PRIORITY

SECONDARY

Passionate and engaged employees

11

BALANCED SCORECARD FY 2016

Financial
Objective: Revenue Growth &
Positive Cash Flow

Pilot Campaign 450% increase

Subscription 1,900% increase
Transaction Fee 1,040% increase
Professional Services 360% increase
12

BALANCED SCORECARD FY 2016

Customer
Objective: Drive Customer Value

# of Campaigns (Value)
$$ Amount Raised (Impact)
# of Charitable Partners (Reach)

Financial
Objective: Revenue Growth &
Positive Cash Flow

Pilot Campaign 450% increase

Subscription 1,900% increase
Transaction Fee 1,040% increase
Professional Services 360% increase
13

BALANCED SCORECARD FY 2016

Processes & Operational
Objective: Drive Enterprise Value
Through Operational Excellence
Average Non-profit on-boarding time < 5

days
Drive Proprietary Technology: Complete Self
Serve Platform & Mobile App
Drive Sales Team VP Sales / 5 Reps

Customer
Objective: Drive Customer Value

# of Campaigns (Value)
$$ Amount Raised (Impact)
# of Charitable Partners (Reach)

Financial
Objective: Revenue Growth &
Positive Cash Flow

Pilot Campaign 450% increase

Subscription 1,900% increase
Transaction Fee 1,040% increase
Professional Services 360% increase
14

BALANCED SCORECARD FY 2016

Processes & Operational
Objective: Drive Enterprise Value
Through Operational Excellence

Learning & Growth

Objective: Drive Stakeholder
Engagement

Average Non-profit on-boarding time < 5

# of Speaking Engagements
# of Stakeholders Advocating for the

days
Drive Proprietary Technology: Complete Self
Serve Platform & Mobile App
Drive Sales Team VP Sales / 5 Reps

Customer
Objective: Drive Customer Value

# of Campaigns (Value)
$$ Amount Raised (Impact)
# of Charitable Partners (Reach)

Organization in a Public Forum

Financial
Objective: Revenue Growth &
Positive Cash Flow

Pilot Campaign 450% increase

Subscription 1,900% increase
Transaction Fee 1,040% increase
Professional Services 360% increase
15

Barriers to Effective Strategy Execution

Only 10% of organizations execute their strategy effectively.

Barriers to Execution

Mission Barrier

People Barrier

Management Barrier

Organization Links

Only 5% of workforces
understand the mission
and strategy.

Only 25% of managers

have incentives linked
to strategy.

85% of executive teams

spend less than 1 hour
per month on strategy.

60% of managers dont

link budgets to strategy.

5th Barrier Communication

No universally accepted method of describing and communicating strategy.

16

Implementing the Balanced Scorecard

Develop and implement a balanced scorecard aligning staff to the overall
vision and business objectives.

ELT

Managers

All Staff

CH strategic and
operational goals

Goals of Functional
Group

Critical success
factors (CSFs)

KPIs

Overall CH Balanced
Scorecard (BSC)

CSFs

KPIs/measures

BSC for functional

groups

CSFs

KPIs/measures

BSC for teams/

BSC for individuals

CH objectives

Goals of teams and

individuals
CH objectives

17

Implementing the Balanced Scorecard

18

3 Key Linkages

19

BSC Implementation
1.Refine and
clarify focus

M
SS
SE
AS

IC
G
E
T
RA US
T
S C
FO

T
EN

US NT
UO E
IN EM
NT O V
CO PR
IM

7.Track metrics.
8.Continuous
improvement of
BSC

& ION
E AT
G
N MT
A
CH PLE
IM

2.Audit Measures
3.Develop new
measures
4.Apply new
measures
5.Analyze and
report

6.Implement BSC

20

Questions ?

21