The strategy titled "Achieving March 2025 Goals" aims to engage various stakeholders and secure funding through multiple channels. The first part of the strategy focuses on engaging with local banks such as PNC Bank, Tioga Franklin Savings Bank, and Chase Bank. This involves scheduling meetings, tailoring presentations to each bank's community involvement, and preparing comprehensive project proposals. By managing these interactions effectively and following up, the team aims to secure funding commitments.
The second part of the strategy involves meeting with key local, state, and federal officials to discuss community engagement and funding needs. This requires identifying relevant officials, setting up meetings, and preparing an agenda that aligns with their previous community development initiatives. Efficient communication and thorough preparation are critical to securing support and funding from government sources.
Lastly, the strategy emphasizes writing and applying for grants. Team members are assigned specific grants according to their expertise. The process involves drafting proposals, collecting necessary documentation, and collaborating with partners such as HUD. By leveraging these resources, the team aims to submit strong grant applications by the March deadlines.
The strategies
⛳️ Strategy 1: Engage with local banks
- Schedule meetings with PNC Bank, Tioga Franklin Savings Bank, and Chase Bank
- Prepare a presentation highlighting funding opportunities near 2nd and Tioga Streets
- Research each bank's community involvement and tailor the pitch accordingly
- Contact relationship managers or appropriate bank representatives for appointments
- Develop a list of potential funding projects to discuss with each bank
- Follow up via email after initial contact to confirm meeting details
- Prepare any necessary documentation or project proposals to present at meetings
- Assess each bank's feedback and interest post-meeting
- Send thank-you notes with a summary of discussions and next steps
- Plan follow-up meetings or alternative approaches based on bank responses
⛳️ Strategy 2: Meet with local, state, and federal officials
- Identify key local, state, and federal officials to engage with
- Contact their offices to request meetings in March
- Prepare a discussion agenda focusing on community engagement and funding needs
- Research each official's previous community development initiatives
- Confirm meeting dates and times with the officials' assistants
- Draft talking points and rehearse with team members
- Bring copies of supporting documents and proposals to meetings
- Take detailed notes during each meeting for follow-up actions
- Send follow-up emails summarizing key points and seeking feedback
- Evaluate the outcomes and plan for future engagement with officials
⛳️ Strategy 3: Write and apply for grants
- Research available grants that fit small, medium, and large categories
- Assign team members to focus on specific grants based on expertise
- Draft initial outlines for each grant proposal
- Gather necessary data and supporting documents for grant applications
- Work with a grant writer to refine proposals and ensure clarity
- Identify potential partners like HUD and Philadelphia Faith Base Programs for collaboration
- Engage local volunteers and leaders to provide letters of support
- Complete all necessary paperwork for submission by end of March
- Submit proposals by deadlines for each grant category
- Monitor feedback from grant applications and plan for potential modifications
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
