PresenTense Group, Inc. Quarterly Report

Fiscal Year 2011, 1st Quarter

PresenTense Goals, Metrics, and Upcoming

Quarter Plans

Fiscal Year 2011, First Quarter

Goals How meeting themTo lower barrier to entry to global conversation on Jewish identity and innovation

Received 41 pitches to Social Action issue

To foster connections between innovators in the same field Our Social Action Steering Committee has 9 members who network with each other. Our new peer-editing system also allows writers to network with fellow writers as well as editors and SC.

To empower young Jews with the tools and resources they need to be successful

Currently compiling Community Activists’ Cookbook; writers have support from editors, SC

Metrics How meeting themTo sustain 6 topic-based SCs. Social Action committee is currently most active; also

Environmental and Digital committees; Leadership/FedHeads is currently in formation

To publish 3 in-print magazines PT12: Environment was published in October.

To create additional follow-on conversations (5 per issue) Community Activists’ Cookbook is currently in progress; was not interest in follow-up environmental activities; 2 brainstorms for Social Action (NY and Chicago)

To recruit 5 applicants to Fellowship, and to engage 5 past fellows per issue

1 fellow recruited (Miriam Bader, NYC); 9 past fellows engaged in Social Action issue.

Community- Goals and Metrics

Community- Plans for Upcoming Quarter

1. Publish PT13: Social Action 2/14, engaging approximately 90 contributors

2. Work with SCs in Social Action/ Leadership /Digital, engaging approximately 30 SC members, and use them to help expand into new communities and recruit fellows

3. Activate FedHeads4. Create PT 2011 Yearbook featuring all CEPs5. Create Community Activists’ Cookbook

Shifts in Plans:• Yearbook is new concept• Reduced number of SCs active

Online Community- Goals and Metrics

Division Goals Metrics Comments

Salesforce •4000 contacts•17 active users

•4146 contacts•12 active users

•Basic structure done•Data input•Need clearer instructions for users

Website •20% increase in visits and pageviews•Reorganize website structure

•50% increase in visits and 60% in pageviews•Reorganized!

•Great design updates•New organization and content•Fellowship recruiting

Social Media •33% growth in Twitter followers

•10% growth in Twitter followers•Klout score: 45

•Overestimation•RTs and content sharing way up

Newsletters •10% growth in Global newsletter readers

•0% growth •Bounces, unsubscribes, different practices in collecting subscribers•Newsletter signup on site

Division Goals Comments

Salesforce •5000 Contacts, 17 active users•Build tracking for fellow projects•Simplify and clarify data entry processes

•Increased focus on SF and data mgmt•Need to figure out who will have access and how, when we expand CEPs

Website •Maintain increase in visits, pageviews•Start creating Hebrew content•New processes for managing fellow content on site

•Can we maintain the bump?•New content – curating updates•Need plan for managing community contributions

Social Media •2000 followers on Twitter•Update Facebook page

•How can we engage our community around social media?

Newsletters •2500 readers•Innovation Newsletter

•Keep highlight PT and fellows’ success via emails

Online Community- Plans for Upcoming Quarter

Goals Metrics and Progress Next Steps

Resources for Fellows FellowUp Newsletter:Sent Monthly, 30% open rateResource Bank: N/A

•Community-generated FellowUp Newsletter (3 per)•Fellows’ Intranet•Alumni Liaisons

Connections for Fellows

Entrepreneur Presentations:3 Presentations, 5 attendeesEvents: N/A

Entrepreneur Presentations: Extend to greater PT comm.Events: NBN Roadshow viability, co-sponsor with CEPs

Capital for Fellows PT InvestmentsPartners: 5Portfolio 2 selectedRings: one, in NYCDollars: $4,000 Yazam Assessment: 6/6 yes

PT InvestmentsPartners: Recruit 5 morePortfolio: Approve 3 moreRings: move to “angel” model?Dollars: Raise $6,000

Yazam – re-instate the program

Venture Resources – Goals, Metrics, Progress and Next Steps

Goals Metrics and Progress Next Steps

Income Generating Activity for PresenTense

Proof: that the model is effectiveImplementation: create replicable kit

Proof: conduct Fellow and Partner assessmentImplementation: start to document the process

Thought Leadership Blog – N/AFacebook page – N/A Twitter account – N/A

Blog - Partner contributed, bi-weekly insightsFacebook – weekly updatesTwitter – target 200 followers by April 2011

Venture Resources – Goals, Metrics, Progress and Next Steps

• To stimulate new models of community engagement around community entrepreneurship in local Jewish communities around the world

• To lead to a culture shift in how young Jewish adults are perceived within existing organizational frameworks

• To generate new projects and ventures that engage, leverage and inspire the Jewish People to address local and global social challenges

• To learn from local communities through regular assessment and improve the CEP’s curriculum and toolkit in response to local needs

Goals for General CEP Program

Goal Measure FitTo train one coordinator per CEP (6 CEPs) 6:6 Initially, 4:6 due to attrition 100% initial, 67% following

attrition

Provide ongoing support to Coordinator of “exceeds expectation” (4/5)

Data being gathered Data being gathered

Help coordinators recruit a minimum of 12 SC/24 mentors per CEP

At 85% of need and growing, with challenge in Philly

+85%

Aggregate satisfaction rate of 4/5 from SC members, Mentors and Fellows

Data being gathered Data being gathered

Launch avg 10 ventures/location 70 ventures, 5 Year-long CEPs

140%

Second-year sign on of 5/6 of current sites Unavailable, likelihood: 90% U/A

Generate minimum 3 new CEPs for 2011-2012, and max of 6, each paying min $80K/first year

Unavailable, likelihood: 80% U/A

Train 6 North America based, and 6 Israel based certified Trainers

10 North America, 12 Israel 183%

Provide useful online resources indicated by 20% weekly intranet access

Data being gathered; Uniques rose as CEP grew to ~11%

-55%

General CEP- Meeting metrics

• Increased focus on building out materials for Coaches and Mentors, to give them insight into the program and build buy-in

• Real-time assessment of program elements, and lessons roll-outs across the network to ensure most-up-to-date program modules are utilized

• Mid-term Assessment of program impact on Coordinator and SC delivered to local partners

• Finalized Fellow Intranet to serve as foundation for future years• Sales for new CEPs reaching conclusion

General CEP- Upcoming Quarter

Global Fellowship - Goals and Metrics

2011 Global update:• 72 applications

o North America 27 o South America 4 o Africa 6 o Europe 12 o Asia 2 o Israel 16 o Olim 5

• Pushing 5 tracks till Feb 20o Easier for SC to recruito More focusedo Fill chairs

So how did we do?• Didn’t reach 180 we wanted…

But..• Did better on global rep• Good shape compared to last year• Pushing targeted recruiting in 5 main

areas• Why?

o To early?o Global SC

Impact Communication

o Expansion and growth in other citieso More global less N.America

Israel Programming- Goals & Challenges

Goals

• Oversee Fellowship program management in Israel

• Enhance foundation for Israeli fellowship growth through PT School and SocialStart

• Ensure sustainability of fellowships through new partnerships

• Prepare the foundation for the Global Fellowship

• Smooth handoff of responsibilities before maternity leave

Challenges

• Limited staff for the next 6-8 months

• Localization of Israel fellowships and tailoring it to Israeli entrepreneurs needs

• Tel Aviv Fellowship sustainability• Fellowship overlap

Israel Fellowships- Upcoming Milestones

January- March:• SocialStart training

January-May• Israel CEP program management

February:• Global Fellowship app process• NBN PT Roadshow

March:• Brachie maternity leave• MASA

March-June:• Launch Night Prep for CEP’s• Global Fellowship prep• Jerusalem Foundation work

June:• Jerusalem and TA Assessment• creation of Israel handbook• Launch Global Institute

June-July:• Global Fellowship • Coordinators for Israel finalized

Aug:• Paideia incubator• Strategy days• SC development

בית ספר ליזמות חברתית

:מדדיםזמן מסוים לאחר סיום המחזור •

הראשון, לראות כמה הצעות אנו מקבלים מארגונים שונים.

מהי רמת ההכנסה הממוצעת •להדרכה?

משוב על המדריכים (יכולות,דרכי •העברה) בזמן בית הספר.

משוב על המדריכים בתכנית 'מסע'.•מס' אנשים שהגישו מועמדות/ •

מספר האנשים שהתקבלו לתכנית.

:מטרותאנו • בהם נוספים לתחומים כניסה

, לבסיס מעבר להשתלב יכולים , בניית בארגון הקיים ההדרכה

. חדשים מערכיםלארגון • יציב הכנסה בסיס יצירת

. למדריכים הספר בית על המתבססכמאגר • והארגון הספר בית פרסום

ליזמות תכנים להעברת איכותיחברתית.

• . מדריכים של מספק מאגר יצירת•. אנשים של רחב מגוון קבלת•. נכון סינון קביעת

מכון תל-אביב יפו

:מדדיםלפחות • לעמיתים להכיר חודש בכל

אנשים 4-5 של חדשים שמותבתחומים ליזמים לעזור שרוצים

שוניםבשבועיים • פעם מיילים שליחת

היגוי, וועדת מנטורים למאמניםהשקות • לערב מגיעים אנשים כמה

: מטרותשיותר • לכמה העמיתים את לחשוף

מקצוע אנשיהפרוייקט • את לקחת להם לגרום

, ביצוע בר כדבר ברצינות שלהםהמנטורים • של הציוות לוודא

עובדים והמאמניםאביב • בתל קשרים רשת בנייתהשקות • לערב העמיתים הכנתתל • עיריית עם יחסים מערכת בניית

אביב

Jerusalem Goals and Metrics

חברתיים 1. יזמים עשרה - Every fellow has a coachהכשרת

ובקרב 2. בעיר מרכזיים חברתיים פעילים בקרב למכון מסביב תומכת קהילה יצירת , , ליזמים תמיכה רשת ליצור כדי הכול בעיר והאקדמית האומנותית העסקית הקהילה

; ירושלמים חברתיים

היגוי וועדת.1- מ המורכבת היגוי וועדת , 12הקמת אחד לכל נציגים ובה הפחות לכל חברים

; לעיל המפורטים -10גייסנו מהמגזרים , ל, שאפנו פרש לוח, 12אחד אך. זאת אפשר לא כבר הזמנים

.2- ב ; 70%עמידה " ההיגוי לוועדת המפגשים ז 88% – 11מתוך 8מלו

; 8לפחות 3. העבודה בצוותי חלק ייקחו היגוי וועדת חברים 8חברים

.4- ל" יום סדר תבנה ההיגוי וועדת ר ; 2יו לפחות לאחד ישיבות יום סדר בנתהקבלה צוות

.1 ; הקבלה תהליך של הזמנים בלוח , עמידה הייתה לא אם הסופי היום את דחינו" ז בלו עמידה

; 50קבלת 2. מועמדות , 48קיבלנו טפסי עם ביחד מועמדות ארגונים 5טפסיל מאחרים, 53הגענו כמה

; 12קבלת 3. הירושלמי למכון ארגונים יזמים שנוספו בגלל עשר קיבלנו

צוות שיווק התקיים כתובות מייל; 500הפצת פתיחת ההרשמה למכון ל- 300עומדים על חברים; 500הקמת קבוצה בפייסבוק ובה אימוץ כל אחד מהעמיתים ע"י בית עסק ברחבי העיר; לא קרהבניית תוכנית מיתוג למכון; התקיים, אפילו שלוש כתבות במקומונים; 2פרסום כתבת מגזין בחדשות סוף שבוע בערוץ מסחרי; כתבה בעיתון בתפוצה ארצית;

צוות פדגוגי יש מאמנים לכל אחד, חוסר מעורבות של איתור מנטורים ומאמנים כל אחד מהעמיתים;

הצווץ חדשים70%מבחינת המאמנים יש ; PT מהמנטורים ומהמאמנים יהיו חדשים ברשת של 50% מתקיים הרצאות של מרצים; 6קביעת PT. 100% מהמרצים יהיו חדשים ברשת של 50%

בניית התדמית של המכון כמרכז ידע מקצועי ותו תקן למיזם חברתי.1. טורי דעות בעיתונות ארצית ע"י מי ממשתתפי המכון, לרבות עמיתים או וועדת היגוי; 2פרסום

לא התקיים טורי דעות בעיתונות המקומית ע"י מי ממשתתפי המכון, לרבות עמיתים או וועדת 2פרסום

לא התקייםהיגוי; השתתפות בשני ארגונים ירושלמים ע"י איש צוות; 2קיום סמינר אחד לפחות או הרצאת ערך ל-

פאנלים, התקייםהתקייםהשתתפות בכנס חברתי אחד לפחות;

Jerusalem Goals and Metrics

NYC CEP – Goals, Metrics, Progress and Next Steps

Goals Metrics and Progress Next Steps

Quality Steering Committee

#: 12 consistent Feedback: qualitative

Feedback: Thank you dinner and assessment

Quality Fellows # applications: 36# accepted: 16

Applications: invite “rejected” to pilot Accepted: give best Fellowship possible

Robust Curriculum Mentors: 16Coaches: 16Case Study: All filled

Mentors: newsletter, check-insCoaches: newsletter, check-insCase Study: profile and thankLaunch Night: start to prep

Engaging Communication

Blog: not updatedFacebook: 88 “likes”, Coordinator generatedChair check-ins: sporadic Newsletter

Blog: Fellow and SC generatedFacebook: double “likes”, SC/Fellow-driven content Chair check-ins: bi-weeklyNewsletter: monthly, SC generated

Division Goals and Metrics

PTG Accounting Finished set up of new accounting system and acquired full understanding of PTG audit and tax needs and brought on an accountant who will review and approve and prepare PTG's 2010 Audit

PTG & PTL Budgets Have variance budgets in place for tracking•PTL is under budget significantly (about 100K Nis), as a result of rearranging assumptions- this has been reviewed with staff•PTG had to undergo new budget evaluation due to a miscalculation- no variance budget for 1st Quarter (0% under)

PTG & PTL Finances PTG is in a comfortable financial standing, clarity issues still to face in PTL's standing; PTG needs to register to solicit funds in the US - 31 state applications to submit

PTG Human Resources

Set up systems and Have met compliancy standards for states' HR regulations, working on finding better ways to provide staff encouragement

PTG Travel and Office Logisitics

Staff and Coordinators Still spending too much time focusing on logistical needs, taking time away from programming focus

North American Operations– Goals, Metrics, and Progress

N.A. Operations- Plans for the Upcoming Quarter

Division Plans for Upcoming Quarter

PTG Accounting Audit must be complete and Form 990 due February 15th, 2011

PTG & PTL Budgets Complete budget to Board standards, Continue to track variances

PTG & PTL Finances Gain better understanding and management of PTL finances, adjust financial relationship to better fit needs

PTG Human Resources

1099's due for all consulting staff (prior to Oct. 2010), and W-2's for staff due January 31st, 2010; Project to search for better ways to encourage hard work.

PTG Travel and Office Logisitics

Implement new tools for smooth logisitcs in order to Reach a new goal of staff and Coordinators time focusing being less then 5%

Jerusalem Hub- Goals and MetricsGoals Progress in meeting goals Next steps

Maintain and increase coworker #

- 4 new coworkers-+1 dedicated desk

-Keep desks full-Increase number of daily workers

Maintain comfortable environment for workers and guests

-New router-Physical changes-space neat and organized

-Continue to improve internet systems-Maintain physical cleanliness and order

Maximize rental revenue - Average of 1 conference rental/wk

- Average 2 mainspace rental/month

-Continue rate of conference room rental-Maintain # of main space rentals

Art exhibition - New exhibition put up in December

- New exhibition in March

Events -Regular events at hub-Satisfied customers, expressed possibility of returning

Some upcoming events:-Wine tasting-Faces of Israel discussion/video-CPR training course

Israel Operations- Goals and Metrics

Goals Progress in meeting goals Next steps

Bills and Accounting -Staff reimbursed properly for expenses-Material Accountants-reports received on time-Bills paid

Maintain smooth running of accounting

Maintain comfortable environment for staff

-Staff lunches-Improvements of physical space

- Staff fun day

- More plants

Evaluations on time -Yaron’s 360 done-Simi sent out

- Ariel, Aharon 360

Management of space and calendars

-Creation of main space calendar-Updated calendar of fellowship space usage

- Continued updates by staff of use of space

Interns - 3 interns who have expressed satisfaction I their jobs

- Acquiring new intern from career Israel, WUJS, Real Life Israel, Yale etc.

PresenTense Working Groups

Fiscal Year 2011, First Quarter

Salesforce Working Group

Completed Goals Future Steps

•Background architecture built•Basic staff training completed, including group training sessions, one-on-one sessions, open office hours•CEP data uploaded•Automatic Global Newsletter signup•FormAssembly set up (though problematic)

•Further promote staff use, more training•Create project tracking for fellow ventures to track success•New tracking system for info related to cities/communities•Better form program•Integrate Quickbooks with Salesforce•Clarify data entry process•Automate a lot of the data entry•New program(s) for preventing duplicates•Monthly Salesforce update for Staff – what’s new, what’s coming up, tips for them to use it effectively

Internal Communications Working Group

Goals Progress Next Steps

1. Clearer communication from Directors to the staff

Director Update CallsNewsletterUpdate emails from Directors

Continue and better our newsletterEncourage Directors to continue email updates

2. Smooth Transatlantic Communication

Initiate global callsInitiate Newsletter that is workplan specific

Better our newsletter so it is an easy tool to use

3. Cohesive sense of "one-ness"- PT staff is one staff in two locations

Implemented the NewsletterCommittee heads took on role of staff connecting

Continue and improve

4. Easy to use information sharing resources

Reorganized staff google siteImplemented use and organized dropboxSalesforce!

Publicizing to staff (today)Teaching staff how to use resources

5. A general understanding of organization direction

Implemented through director updates

 See Next step 1

Office Culture Working Group

Goals Progress Next Steps

Pleasant and productive staff culture

- Discussion towards staff development both in committee and between staff members

- Implement staff development day with input form staff

Environment where all workers are and feel appreciated

-Implemented staff lunches

-Increase in budget for staff lunch

-Discussion towards fun day

-Implement fun day

-Discuss and create protocol regarding impact of staff recommendations from committees on operations of PT

Decide on similarities between US and Israeli offices

- Discusses issues of scheduling and timing expectations from both sides

- Continue to clarify relations between the two offices and expectations of each.

PresenTense Road Blocks

Fiscal Year 2011, First Quarter

Community Road Blocks1. Keeping so many steering committees active – how to make them self-organizing/

self-sustaining? 2. Opportunity: Creating connections between SC members in topic-based SCs and

local CEP SCs. How to make this happen?3. Opportunity: Making sure we target those in potential CEP cities and share

information regarding those in those cities.4. Translating energy of SCs into action in recruiting fellows, other synergies with

fellowships. This is an area which has not been as successful as anticipated; need to re-assess how to create flow.

5. Developing leadership within the magazine6. Have not been successful in organizing magazine-related events – lack of significant

interest in in-person meetups (only 5 people came to in-person NYC brainstorm)7. Building out FedHeads – there are opportunities to incorporate Federation

professionals and potential speakers we’ve been in touch with; making sure everyone is included

8. Tracking information from SCs, magazine – including potentials who never actually engage. Making sure everything is in Salesforce as we grow.

• We’re going to be swimming in data – need to keep improving and expanding data collection and processes - and that data needs to be clean and organized

• How do we collect data from external CEPs? What do need vs. what do we want vs. what can we get?

• Websites for CEPs – how can we standardize them and their content? Can we or do we want them to be connected to the PT main site?

• No devoted press and PR person – missing opportunities to spread the word

• Translation needs (along with the related editing) will only grow

Online Community- Road Blocks

Venture Resources – Road Blocks

• Current Weaknesses:o Model and Schedule o Bad Communication with Partners, Fellows and

Organizationo Current Time allocationso Reach and Scope of Program

• Potential Threats:o Anticipated Time allocationo Disinterest from Fellows and Partnerso Changing Organizational Interests

• Lack of alignment between programs due to cultural factors (i.e. harder to get personal mentors in Philly, less time with coaches in Boston)

• External responsibilities on coordinators reduce time available for program (i.e. Global Institute in Israel reduces time on Tel Aviv, LimmudPhilly reduces time on Tribe12Fellowship)

• Sales responsibilities rise as deadline to close become urgent

• Relationship management during people-to-people program elements (i.e. coach-fellow, mentor-fellow, etc) will require too much PT staff support

General CEP Challenges to Prepare For

Jerusalem Fellowship Road Blocks

1. Translation process

2. No Hebrew lecturer

3. Putting deadlines for fellowships building

4. Not enough hebrew speaking staff members

5. Building a cultural adapting for fellowships

6. Having mapped out all checkpoints for building a fellowship

NYC CEP – Road Blocks

• Current Weaknesseso Disconnect between SC and Fellowso Lack of effective community communication, social media and

marketing o Internal Communication with rest of PresenTense

• Potential Threatso Disinterested Steering Committee and Communityo The Fellows do not benefit from the experienceo Lack of communication/training causes stakeholders to feel

disconnected

N.A. Operations- Road Blocks• PTG not set up from a legal and accounting perspective in time frame that we

should haveo Time consuming and takes away from working on what we should be doingo Examples: 990s for previous 2 years, Registering to solicit funds

• Do not quite have "best practices" in place for communicating needs- specifically in logistical needso Requires things to be done 3 and 4 times that could have been done onceo Requires things to be communicated too late, and therefore do a "last-minute"

job

• Do not always fully assess whether we have the resources (money, time, man-power) to take on new projects

• We are missing the opportunity to do things well and make staff feel supported so they can focus on programs, because of all the above

Israel and Hub Operations- Major Road-Blocks, Obstacles and

Challenges to face• Internet!

• Logistics for various summer programso Location of institute?o Lack of space for coworkers vs. income

• Continuing to successfully integrate new technologies and program without to much headache

• Maintenance of positive relations between the coworkers

• Coordinating space rental with needs of the staff and fellowships