Beech Acres Parent Coaching Initiative Phase I Summary & Recommendations Provided By: LHF, Inc....

Beech Acres Parent Coaching Initiative

Phase I Summary & Recommendations

Provided By: LHF, Inc.September 26, 2002

MyParentSource.com

Purpose of Meeting

To review findings in Phase I

To make decisions regarding next steps in project

Description of 5 Phase Approach to Project

Phase I: General Planning and Program Rationale Building

Phase II: Market Research & Pilot/Prototype Design Phase III: Pilot Product Development and Pre-Launch

Preparation Phase IV: Pilot Implementation & Management Phase V: Evaluation

FOR MORE INFO...

See original project proposal

Phase I: Deliverables/Activities

High Level Market Analysis

Immersion Meetings ID programs to include ID possible Pilot focus/models ID Materials/Needs to virtualize ID LHF/BA relationship

FOR MORE INFO...

See original project proposal

Phase I: Questions

Is there a need in the market and Does BA have the ability to meet that need?

What will it take to achieve a successful pilot?

What do we hope to accomplish?

Phase I: Questions – The Answers

Is there a need in the market and Does BA have the ability to meet that need?

Yes, however BA’s biggest challenge will be in program/material development and organizational change to meet the market need.


What will it take to achieve a successful pilot?

Complete quality review of existing materials

Serious consideration on where to place the project to assure success

Properly positioning the program with the right audience/market

Un-wavering resolve to be successful in the face of change


What do we hope to accomplish?

Significantly increase Beech Acres ability to influence and create family webs of support beyond current capacity

Use technology to improve connectivity and enhance relationships with customers “coach and encourage”

Have coaching initiative “result in a tool” that can be used to:

Attract funding Strengthen partner relationships Create a product that can be financially self sustaining Provide greater access and convenience to consumers participating in

Beech Acres programs Provide a private label product that can be sold to other cities and

organizations Provide efficiencies in delivery of current programs to improve their

reach into the community and reduce expense


Be a catalyst for the evolution of Beech Acres’ culture into a more market/customer driven organization with a cornerstone rooted in a coaching philosophy

Utilize new and developing organizational processes with this project to evaluate their appropriateness

Phase I: Key Findings & Recommendations

Immersion meetings

SWOT analysis

Product/Pilot themes

Key decisions to move forward

Phase I Findings: High Level Market Overview

Process Web Search and Telephone Contact

Findings Current parent market

Product sales Gurus Free info and services to sell product

FOR MORE INFO...

See Market Summary Report

Phase I Findings: High Level Market Overview

Parent Coaching

Cottage industry

Counseling based

FOR MORE INFO...

See Market Summary Report

Phase I Findings: Immersion Meetings

Purpose

Meet with broad variety of departments and staff

Identify likely program candidates for inclusion in pilot

Identify materials and technology

SWOT analysis

Phase I Findings: Strengths.W.O.T

Sufficient Experts Small success stories Adequate resources Vision of leadership Business & community connections FLOK Existing client base

FOR MORE INFO...

See Observations Summary Report

Phase I Findings: S.Weaknesses.O.T.

Lack of vision & commitment at the staff level

Current financial/organization reality

Sales prowess

Lack of organization and quality control related to material (1/3 owned, 1/3 copied from other sources, 1/3 licensed). Majority is not in an electronic format.

FOR MORE INFO...


Phase I Findings: S.W.Opportunities.T

Win over staff with a “winner” Capitalize on success of existing programs Tap existing client base Reduction of duplication Improved referral to resources Improved training and program delivery

FOR MORE INFO...


Phase I Findings: S.W.O.Threats

Current financial reality

Staff paralysis in current environment

Not overcoming current staff beliefs

You don’t know what you don’t know

FOR MORE INFO...



You don’t know what you don’t know A coach’s skill set consists of:

FOR MORE INFO...


Process Skills Broad Knowledge Big Picture

Goal Setting Facilitation Motivation & Reward

“A mile wide and an inch deep”


You don’t know what you don’t know Majority of current BA staff:

FOR MORE INFO...


Significant Depth in content area, which results in being:

“An inch wide and a mile deep”

Product/Pilot: Recommended Themes

FOR MORE INFO...


Teen

General Consumer

FLOK Underserved

Volunteerism

Training

Product/Pilot: Key Questions

Will the consumer use/purchase the product, if so…how much?

What makes a successful coach?

Can the program be financially viable?

Can BA support and operate the program successfully?

Teen

General Consumer

FLOK Underserved

Volunteerism

Training

Product/Pilot Themes

General Consumer Mass market

product Catch all topic

areas Primary intake for

customer to facilitate access to BA services

FOR MORE INFO...



Training Internal for staff External for program delivery people Certification program

FOR MORE INFO...



Underserved Subsidized Expose to internet

Other benefits Job search Current world Homework

Support tool for social workers

FOR MORE INFO...



Volunteerism Easy Access Inexpensive staff

pool

FOR MORE INFO...



FLOK/Speakers Bureau Create ongoing relationship, not just

episodic event

Speaker product offering

FOR MORE INFO...



Teens Teen portion to site

Know what they’re thinking too

Tie into schools

FOR MORE INFO...


Product/Pilot Model

External Customer

Internal Customer

Coaching Software

MyParentSource

MyTraining Source

BA Education Resources

BA TrainingResources

BA services

MySpeakerSource

FLOK & Speakers Bureau

Product/Pilot Model

Include Materials Parent Source Info Line GEMS

Absorb Intake calls Outgoing coaching

Promote as Stand alone program Add on to existing programs

Offer subsidized version for underserved

Staffing with hand selected and trained BA staff (2 to 4 people)

MyParentSource

Coaching Software

http://216.68.20.20/hotfix/mpc/

Product/Pilot Model

Include Materials 1 Training/OD 1 Facilitator training for a

GEMS program

Position as Follow-up tool Certification requirement

Staff with one hand selected staff person

Coaching Software

MyTraining Source

Product/Pilot Model

Include Materials 1 or 2 selected

speakers with high volume requests from FLOK participants

Position as Private label

marketable follow-up tool

Revenue generator Staff with speakers

and/or their “staff”

Coaching Software

MySpeakerSource

Pilot Recommendations – Minimum Requirements

Develop pilot for General Consumer product: MyParentSource.com

Include subsidized access for “underserved” population

Select project steering committee that collectively will be accountable for achieving a pilot and its core elements:

Developing vision/mission of program Selecting core education materials Selecting coaches Develop pilot model and coaching philosophy/model Software customization and content Marketing/sales to solicit pilot participants

Pilot Development Options

Stretch Option Includes all elements in “minimum” and any or all of the

following: Develop secondary product version for training purposes. Include Teen access concept. Creating a FLOK/Speaker bureau product

Alternations to Original Timelines and Phases

Phase I Time increase to “sell” concept and retrieve information,

reducing time to do visioning exercise with strategy team. Timeframe: August – to September 30th. Completed on time.

Phase II Add selection of project steering team. Add visioning process/meetings to timetable. Add additional time/effort to review and select education

materials for pilot. Add financial model development for future product

(speculation) Timeframe: October 1 through November 9th

Should be able to meet timetable


Financial Projection Example Coach salary & benefits @ $40,000 yr. Member load of 250 per month @ $24.95

pm/pm which equals = $74,850 yr. Net income = $34,850

Other factors Sales/marketing expense Support staff/management Office Software and hardware Coach Training


Phase III No Change

Phase IV No Change

Phase V No Change

Timeline at a Glance

October Nov Dec Jan Feb March

Phase III

Decisions

Phase IV

Phase II

Phase V

FLOK

Fundamental Decisions to Proceed

Go or “No Go” with project

What is a realistic resource commitment that BA can commit to in the established timeframe (people, $, organizational energy)

Is the timeframe realistic

What position do you wish to take as it relates to the product itself (own, partner, license)

Fundamental Decisions to Proceed Continued…

Where and how will this project be managed In specific department External to organization Internal “bubble”

Selection of steering team/committee

Fundamental Decisions to Proceed Continued…

What will be your preferred relationship with LHF

Software ownership is a key issue in relationship future

Final decision does not need to be made until 1st of November, until then a “work made for hire” relationship can stay intact

FOR MORE INFO...


Conclusion

There is a market need and BA can satisfy that need

There will be more work than anticipated to organize and “virtualize” materials, as well as building staff commitment This work would need to be done regardless of project

Timeframes are achievable as long as key decisions are made quickly (next 5 to 7 days)

Beech Acres Parent Coaching Initiative Phase I Summary & Recommendations Provided By: LHF, Inc....

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