Catholic School Development Foundation
Strategy and Implementation Summary
The market was defined in the Market Segmentation section. We discussed diocesan high schools as our primary target market.
Over the last 10 years we’ve worked in 20+ schools as an independent consultant or employee of various firms. Within the high school market it would seem logical to first approach these 20 schools to evaluate their current needs and seek referrals.
5.1 Pricing Strategy
Initially we will be priced at the upper edge of what the market will bear, competing with name-brand consultants. The pricing fits with our position as a specialist serving Catholic schools.
Consulting bids will be calculated on fees of $1,200 per day. We believe this is the optimum point that balances market tolerance with the Foundation’s need for cash to attract qualified personnel.
5.2 Fundraising Strategy
The annual sales projections are included in the Funding Forecast table.
| Funding Forecast | |||
| Year 1 | Year 2 | Year 3 | |
| Funding | |||
| Consulting Services: Founder | $87,500 | $120,000 | $60,000 |
| Consulting Services: Employee(s) | $52,500 | $300,000 | $600,000 |
| Other | $0 | $0 | $0 |
| Total Funding | $140,000 | $420,000 | $660,000 |
| Direct Cost of Funding | Year 1 | Year 2 | Year 3 |
| Consulting Services: Founder | $6,000 | $8,000 | $8,000 |
| Consulting Services: Employee(s) | $0 | $6,000 | $8,000 |
| Other | $0 | $0 | $0 |
| Subtotal Cost of Funding | $6,000 | $14,000 | $16,000 |
5.3 Milestones
Our detailed milestones for March 2001 through March 2002 are shown in the following table.
| Milestones | |||||
| Milestone | Start Date | End Date | Budget | Manager | Department |
| Business plan | 3/1/2001 | 3/15/2001 | $0 | GSJ | Marketing |
| Logo design | 4/1/2001 | 5/1/2001 | $2,000 | GSJ | Marketing |
| Client Presentations | 8/1/2001 | 3/1/2002 | $10,000 | GSJ | Marketing |
| DM Mailings | 6/1/2001 | 10/30/2001 | $2,000 | Vendor | Web |
| Brochures | 5/2/2001 | 6/1/2001 | $3,000 | Vendor | Web |
| Financial Backing | 3/15/2001 | 8/30/2001 | $600 | GSJ | Department |
| Internet Services Set Up | 4/1/2001 | 5/15/2001 | $3,000 | Vendor | Department |
| Phone/Voicemail Installed | 7/15/2001 | 8/5/2001 | $600 | Vendor | Department |
| Office equipment | 4/1/2001 | 4/30/2001 | $3,000 | GSJ | Department |
| Video Production | 6/1/2001 | 8/15/2001 | $6,200 | Vendor | Department |
| Legal Incorporation | 4/1/2001 | 5/1/2001 | $1,000 | Brother, Esq. | Department |
| Totals | $31,400 | ||||
5.4 Strategic Alliances
While we envision no formal strategic alliances, personal relationships with leaders within the National Catholic Educational Association are important for the sake of references. Many of these relationships already exist.
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