Contact

We are meeting at Workuity + via Zoom (link above)

HOMEWORK
Our working document can be found here. Before next meeting, please add:

• any case studies / issues you've specifically seen our target market facing on the Marketing tab
• your suggestions for the content of the one day intensive on the Intensive tab

Agenda for next week:

• Finalize the program for the one-day intensive
• Review the budget / identify sponsorship needs
• Start assigning tasks & getting our efforts organized
• Other elements

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Stephanie Sims is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting
https://zoom.us/j/104372541

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Meeting ID: 104 372 541
Find your local number: https://zoom.us/u/aeJCWrSad0

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Video from last week's meeting above

Here's the folder we're working with:

It contains the planning worksheet (creatively named Money Month 3.0) plus all of the final content from last year - PPTs + PDFs with exercises, etc.

Homework from last week's meeting:

• Each person runs a typical case study through the planned one day intensive, using last year's content as a guide. This can be a single PPT that includes the slides from the existing presentations - of course, feel free to modify the existing content as needed. The goal is to identify any major gaps in content that would happen based on your chosen case study.
• Karen R. will provide feedback about mindset / existing content fit with current plan

Agenda for our next meeting:

• Finalize the outline for the intensive
• Review budget / set price / timing / etc. (logistics)
• Adjust any marketing elements based on conclusions
• Identify partners for community events / set guidelines

What else do we need to cover?

My big goal for this meeting is to know what we're marketing & be prepared to talk to partners about getting their events on the calendar.

We'll have about a month before we start losing folks for the summer, so in May, we'll have to:

1. Get the marketing plan in place & kick it off
2. Get the "big" partners in place so they get their preferred dates & can support the marketing
3. Identify the logistic stuff that we'll need to build over the summer (landing pages, EventBrites, etc.) so those are all ready to go by Aug 1

What else do you think we need?

Thanks,

Stephanie

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Stephanie Sims is inviting you to a scheduled Zoom meeting.

Join Zoom Meeting
https://zoom.us/j/167928231

One tap mobile
+16699006833,,167928231# US (San Jose)
+14086380968,,167928231# US (San Jose)

Dial by your location
+1 669 900 6833 US (San Jose)
+1 408 638 0968 US (San Jose)
+1 646 876 9923 US (New York)
Meeting ID: 167 928 231
Find your local number: https://zoom.us/u/aeJCWrSad0

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