Ginger Bee Strategies, LLC
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Strategies for Success

Any person or organization can have an idea about how to benefit the community or a specific group of people. What separates a mere great idea into a comprehensive strategy that builds a successful organization is purposeful planning for sustainability. 

 Strategic Steps 

PHASE I
  • Idea;
  • Research Idea;
  • Research Community Need, Support, Investment, Existing Programs, Funding, Staffing, Governance;
  • Determine legal requirements;
  • Generate start-up funding.
PHASE II
  • Draft initial plan, taking into account the time required, mix of people, research needed, finances necessary, etc.;
  • Draft initial bylaws that are compliant with state and federal laws and requirements;
  • Identify initial organization leaders;
  • Identify appropriate legal and tax professionals;
  • Determine appropriate legal formation and file requisite tax documents.
PHASE III
  • Begin draft of strategic plan;
  • Recruit formal Board of Directors;
  • Develop Corporate Governance policies and training;
  • Hire or identify staff and create human resources policies and procedures;
  • Develop and implement fund development plan, including accounting, audit, record-keeping, and tax filing processes and procedures.
PHASE IV
  • Create and implement marketing and community outreach plan, including corporate branding with logo, slogan, mission, vision, and goal statements and advertising;
  • Begin planning of signature fundraising event with dedicated timelines;
  • Facilitate first/annual meeting of Board of Directors meeting, as required by law;
  • Finalize staff and roles; form Board of Director subcommittees, if appropriate;
  • Ensure all staff and Directors are trained on their corporate governance responsibilities.
PHASE V
  • Begin Operations
  • Continue to facilitate fundraising, marketing, community outreach, and development plans
  • Host First Annual Signature Event

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