STRATEGIC PLAN DRAFT

Prepared February 2013

Agreements (for a 5-year timeframe)

“YES” Elements: • Site stability, access and usage • Strengthen the Core

• Includes (but not limited to) programs, infrastructure & governance, $, staff, etc.

• Includes role clarity for Board, committees and staff• Must include clear goals and metrics

• “Mosaic in a Bag” (brand, operations, etc.)• Concurrent with strengthening the Core (may include

a Pilot)• Until this is created, develop a low-impact, revenue-

positive way to respond to requests (e.g, Consulting for “mosaic-inspired” programs)

• Financial stability, growth & plan • Includes (but not limited to) MCP, additional profit-

generating programs, Development Director, staff compensation, and other elements (Music? Govt. $?)

“NO” Elements: • Pursuit of Site

ownership• Expansion to other

sites until the Core is strong

• Additional programs or services without clear cost/benefit analysis

• Proactively pursue an Intentional Community

Mosaic Strategy: 5-year Plan

5-year Plan Primary focus on ages 9-11

Add emphasis on younger children

Add emphasis on Middle School

Add emphasis on Youth/High School

Add emphasis on adults (as clients, MCP)

Add emphasis on college students (MCP)

Add more schools and sessions in Bay Area

Add programs outside of schools

Provide curriculum &/or support to others

Virtual/Online support

Focus on existing schools

Fewer students/ sessions

More in-school programming

Add teacher-focused programming

Add family programming

Integrate disabled students

Support student-led work

Alumni programming

Summer programs

Focus on existing offerings

Fewer, more-focused offerings

Bay Area own site

Bay Area long-term lease(s)

Expand/replicate Bay Area model

Pro-active “franchise” model

“Seed” or support multiple sites w/ light control

Opportunistic partnering

No expansion

Become a primary funding source

Build internal business unit (MCP-specific consultants, etc.)

Spin-out as its own entity

Status Quo

Exit

Engage policy-makers, partner as-needed

Establish expertise in teaching others (eg, Prof. Dev.)

Be a resource for other groups and partners (thought leadership)

Minimal positioning efforts

Different Ages

BroadenReach

DeepenOfferings

GeographicExpansion

MCPExternal

PositioningALTERNATIVES

Programs and Services

Mosaic Strategy: 5-year Plan

Values (high is GOOD) Low Mod. High

Breadth X

Depth X

Adults (awareness and $) X

Professional/personal balance X

Idealism/pragmatism balance X

Risks (high is BAD) Low Mod. High

Organizational response X

Access to staff X

Demand for services X

Financial execution X

Bay Area site X

PROS:

• Increasing our impact• Makes us more fundable• Gives us organizational maturity• Staff retention and satisfaction• Builds on what we already do well

CONS:

• May disappoint some who want rapid growth or intentional community

• Currently unstable funding – need to tackle this first and it is difficult

• Challenging to find the right people• Organizational resistance to and inexperience with

research and data

Description:

Growth based on stability. Prioritize strengthening the Core Mosaic model structurally and financially, including a stable, long-term home and development of replicable programs and services. Commit to testing and learning from replication models within the Bay Area for further expansion to other sites and broader reach. We aspire to reach at least 5x the number of current participants per year in 10 years through Mosaic-branded programs (i.e., what we can control.)Implications:

• We need to prioritize and resource efforts to create and implement a robust financial plan, find a stable site, to strengthen the Core, and define a path for developing expansion efforts. We need additional role clarity for Board, committees and staff, and will collect and analyze data to support stabilization and expansion.

• We will NOT grow without first stabilizing what we already have. We will not pursue site ownership or development of an intentional community in this time frame. We will not create any new programs or services without clear cost/benefit analysis.

Defining a “winning” strategy• Advances Mosaic’s Vision and Mission • Meets our Guidance criteria• Addresses each Focus question• Comes out “high” on some or most of our Value criteria• Comes out “low” on some or most of our Risk criteria• What else?

Next Steps & Ownership

Key “YES” Elements: • Site stability, access and usage [Mark, Michele, Lara]• Strengthen the Core [Shivani, Antoine, Serian, Eden, Brian, Michele]

• Including programs, infrastructure & governance, $, staff, etc.• Includes role clarity for Board, committees and staff• Must include clear goals and metrics

• “Mosaic in a Bag” (brand, operations, etc.) – concurrent with strengthening the Core (may include a Pilot) [Serian + other resources]

• Develop a low-impact, revenue-positive way to respond to expansion requests (e.g, Consulting for “mosaic-inspired” programs) [Lara]

• Financial stability, growth & plan [Finance Committee]• Including MCP, additional profit-generating programs, Development

Director, staff compensation and other elements (Music? Govt. $?)

2013 Board Goals• Site Stability: Establish a plan for pursuing a long term lease in the

Bay Area with accompanying milestones. (Stable Home Committee)

• Strengthening the Core:• Create goals and metrics for Mosaic board and leadership review to measure

Mosaic core strength . (Shivani, Antoine, Serian, Eden, Brian, Michele)• Support staff in the development of a three year workforce plan. (HR Committee)• Complete a 2012 audit review, and lay the groundwork for a full audit of 2013.

(Audit Committee)

• Long Term Financial Stability• Create financial projections incorporating workforce plan and growth to

determine needs for financial stability. (Finance Committee)• Create a development plan with clear growth milestones for next 3 years that

supports the financial needs forecasted above. (Development Committee)

• Expansion• Develop a low-impact, revenue-positive way to respond to expansion requests.

(Lara, Erica, Mark, Shivani)