Tri Factor Project
Williams 2
I. Table of Contents
I. Table of Contents 2
II. Executive Summary 3
III. General Company Description 4Mission Statement, Vision Statement, Logo, and Slogan
IV. Company Goals and Objectives 5
V. Marketing Plan 6-7Print and Online Strategy Plans QR Code Post Card Samlple
VI. Management and Organization 8Visio Orgnaization Chart (small insert)
VII. Intial Funders 9-10
VIII. Schedule of Development 11-13Detailed Description Visio Timeline (small insert)
IX. Appendices (Resources List) 14-22Large Organization Chart Large Timeline Large Logo
Williams 3
II. Executive Summary
Tri Factor, LLC is a non-profit partnership of healthy mind, body and spiritual
development groups (Christianity, Islam, Buddhism, etc.) that coordinates development in all
three areas for members. These areas are critical in optimizing total personal growth and are
interdependent of each other. Tri Factor seeks to promote opportunities with our partners that
support complete healthy life styles for everyone. Changes in the availability of medical
records have driven the need for active participation in managing your health. A better
informed consumer will understand the harmony needed in these three areas in order to
maximize their potential.
Tri Factor activities would be conducted at the religious group’s locations, local
gyms/spas, restaurants, supermarkets, colleges, etc. The partners of this non profit would
include sporting apparel stores, vitamins shops, mental health organizations, a board of
certified psychiatrists, and institutions of higher learning. Each service/product is targeted
towards that groups needs. Tri Factor helps form a process for ensuring that all three areas of
mind, body, spiritual improvement are developed concurrently.
Some of the services/products would include the following:
A traveling group of certified athletic trainers that also conduct seminars
Healthy Eating Seminars at organic food stores/restaurants
establishments
Tri Factor supported local and national concerts
Tri Factor College Student Meal Card that can be used at partner
locations
Biodegradable water bottles and other Tri Factor Branded items
Health Snack Bars (Tribars) at push carts/vending machines at malls
Williams 4
III. General Company Description
Mission Statement
Tri Factor’s mission is to serve as a clearing house for the promotion of products and
services that create opportunity to maximize growth and learning for optimal mind, body, and
spiritual development.
Vision Statement
Our vision is to become the world’s best resource for developing the full potential of
an individual through the focused pursuit of mind, body and spiritual fulfillment and to
acknowledge the common features and goals among all human beings.
Logo
The final logo of Tri Factor needed to be identifiable and reflect the three
components that make up the whole person. This final version meets those requirements and
could quickly be associated with any organization serving the areas of healthy mind, body, and
spiritual development.
Slogan: “Bringing together everything needed for the mind, body, and spirit.”
Williams 5
IV. Company Goals and Objectives
The goal of Tri Factor is to become a leader in providing resources that emphasis the
importance of the mind, body, and spiritual connection. Our objective is become a major
influencer in these areas in the next 5 years with a low administrative overhead with a goal of
100% customer satisfaction rate. It is important that we educate the public on the need to
understand the harmony connection in mind, body, and spiritual development in order to
achieve maximum growth and success.
Tri Factor’s market is open to everyone but can be approached in a targeted fashion
in the beginning to show that addressing specific needs is the best method to build public
awareness. For example, specific seminars stressing the needs of seniors, college students, and
working moms can also show the common straits of American citizens. Health care will
continue to be one of the few growth industries in America for the next decade. Technology
has made changes in the way we process and manage health care. Individuals will now have
access to their medical records everywhere and take a more active role in the process. Tri
Factor is poised to become the preferred standard in assisting the average person in
understanding these changes. For example, some prescription medicines have side effects that
impact the emotional state of the person taking them. Tri Factor seeks to show the
interdependence of medical choices.
Tri Factor’s success will be built on presenting the concept of coordinated services as an
enhancement of the products and services that a partner is already offering. Our strength is
connecting groups of members through their personal relationships to healthy mind, body, and
spirit organizations. Tri Factor will operate as a Limited Liability Corporation (LLC) and then
file an application to the IRS for federal nonprofit status as a 501(c)(3) organization.
Williams 6
V. Marketing Plan
Print Media Strategy
The initial print medium strategy will consist of QR code post cards (my sample
code will direct you to temporary blog) that is distributed at health conscious locations
such as vitamin shops, restaurant that focused on natural foods such as the Whole
Foods chains of stores, local gym and Spa’s. QR Codes will be printed on post cards and
will direct the consumer to a sweepstake (10 prizes awarded monthly) after a 90
second info commercial (similar to my podcast). Sweepstake contestants are required
to register by email to participate. All visitors (registered and non-registered) can
choose which 5-15% off promotional code they want to use from one of Tri Factor’s
partners. Possible prizes include the following:
Reduced or free one month memberships to local gyms
A free 1 month supply of vitamins
20% off sporting apparel item
1 hour mental health consultation with licensed psychiatrist
½ hour free massage session
Free promotional Items (branded with Tri Factor logo of course!)
Additional distribution areas include local churches (bulletins/programs),
educational institutions, and health fairs. This method along with the QR code post
campaign will advertise the name and services of Tri Factor with the minimum level of
cost. Simple and straight forward services should also build momentum through word
of mouth or social networking.
Williams 7
Marketing Plan (continued)
On-Line Marketing Strategy
My approach will be to use the power of “shared branding” through jointly
beneficial collaborations. Tri Factor must be seen as an added service to what a
company is already offering to its customers. The QR Code post card style and
simplicity will be offered to Tri Factors partners as a tag for placement on a partner’s
website or any other supported web presence such as a company’s blog. Tri Factor
members can also Tweet or Facebook their participation in Tri Factor supported events.
Shared member support will also be assisted by the development of the Tri Factor App
that allows instant updating of the status and participating of members statewide.
Events such as marathons, the NFLPlay60 initiative and other sports related activities
can become an important part of the Tri Factor community.
In the second stage of this strategy, an online brochure and monthly newsletter
with tips on healthy mind, body, and spiritual development will be initially distributed
to visitors from the QR Code Print campaign and referral from partner’s web presences.
Cross platform marketing will also be used with targeted advertisements based on
consumer’s buying profile. Guest writers that support Tri Factors mission and vision
goals will be invited to contribute to this component of the online strategy. Lastly,
social networking efforts will include creation of Tri Factor community events such as
mind and spiritual seminars and sponsored races. For example, a Tri Factor community
member will Tweet an impromptu roundtable on the use of medicinal marijuana for
Cancer patients. This discussion could involve medical doctors, psychiatrists, and even
a spiritual leader.
Williams 8
VI. Management and Organization
Tri Factor’s organization will consist of four levels of management; a Board of
Directors, a Standing Organizational Committee Group, an Executive Director, and six
Assistant Directors. An organizational chart of Tri Factor shows the relationships of the
management and organization structure.
Board of Directors
Each member of the board of directors will have professional and personal
experience in one of the key standing committees. This approach seeks to maximize
the talent of all of the stakeholders of Tri Factor.
Standing Organizational Committee Groups
This management group will consist of top professionals in the areas of
fundraising/Non –Profit Operation, human resources, budget/financing, legal, and
marketing. Each committee will consist of no more than 3 members each.
Executive Director
The Executive Director of Tri Factor will serves as the top paid employee and will
report directly to the Board of Directors and indirectly to the standing organization
committees groups. This person will be a seasonal non-profit executive with
experience in the health care area.
Assistant Directors
The six assistant directors are the only other paid employees of Tri Factor. The
assistant directors report to the Executive Director. Each Assistant director will
have extensive experiences in their areas of function.
Williams 9
VII. Initial Funders
These partners will serve as the initial members that will form the foundation of Tri
Factor. As founding partners this group will serve as the first providers of services to members.
They will also be a good source of recommending additional partners. Since Tri Factor is not
looking to sell one product or service over another one, businesses natural competiveness
should be kept at a minimum. Many of these partners may also serve on the Board of
Directors. This list may include groups such as New Jersey Psychiatric Association, Whole
Foods, GNC, Live Strong Foundation, Dicks Sporting Goods, The Black Minister’s Council of
New Jersey, The New Jersey Jewish Organization, and Local Spa’s.
Initial services offered by Tri Factor will be finalize by the founding partners and
may include the following:
Eat Well Workshops
Food Safety Seminars
Personal Development Workshops (focus on mental health)
QR Code Sweepstakes (requires support from founding partners)
The next sets of partners represent the second tier that will form the foundation for
most of the services offered to customers. These partners may include groups and companies
such as the following:
Vitamin Shoppe
RiteAid /Walgreens
New Jersey Division of Mental Health Services
Williams 10
Initial Funders (continued)
WebMD
New Jersey Association of Mental Health and Addiction Agencies, Inc.
Nike, Modell’s, Target, and Sears.
NFL Play 60 campaign (encourages kids to play 60 minutes a day outside)
Williams 11
VIII. Schedule of Development
My research into non profit organizations pointed at two main problems in creating
and maintaining a non profit; fundraising and professional development of the staff operating
the organization. These two areas greatly impacted the schedule of development and required
the inclusion of fundraising and personal development committees. These committees are
critical to the success of Tri Factor and will be created with the best people in the areas of
fundraising and personal development. Possible committee members include staff at New
America Foundation, Giving Children Hope, GOAL USA, Center for Neighborhood Enterprise
and Brother’s Brother Foundation. These groups operate with low administrative overhead and
maximize their resources to meet their mission objectives and should provide key experiences
in fundraising. Key New Jersey business leaders will also be invited to serve on the board of
directors. Future plans would include leaders such as American Express Chairman and CEO,
Kenneth I. Chenault.
Williams 12
Schedule of Development (continued)
A Schedule of Development timeframe is included as a Microsoft Visio graphic in
the appendence. Listed below is a breakdown of the development goal timeline to show the in-
between steps needed to develop this non-profit.
January 2012-January 1, 2013
Time Frame Development Goal_______________________________
1-2 months Present idea to potential members of Board of Directors
1-2 months Form Board of Directors
3 months Form and select working committees
1 month Legal creation of Tri Factor as an organization
2 months Select Executive Director
1 month Present concept to potential funders as directed by
fundraising committee.
1 month Meet with potential founding partners (may include the
companies of board of director’s members)
1 month Solicit founding partners from recommendations from Board
of Directors
Williams 13
Schedule of Development (continued)
February 1-January 8, 2014
Time Frame Goal__________________________________________
3 months Form Funding Partners Group
3-6 months Initial Promotional Materials
This stage consists of finalizing the development of
promotional materials with input from working committee’s
members and partners. This stage will also include creation
of the initial set of services that will be offered to members.
2 months Offer services to partners customers through founding
partner’s websites with QR Code sweepstake campaign
3 months Development of Tri Fac App
Ongoing Conduct continuous campaigns to attract additional
partners and professional development of key personnel.
Williams 14
IX. Appendices
I am attaching larger copies of each of the Schedule of Development,Organizational Charts, QR Code Post Card Sample and Logo
Listed below are some helpful links used in completing this project.
Support Center for Nonprofit Management(http://www.supportcenteronline.org/)
New Jersey Non Profit Organizations(http://www.njnonprofits.org/)
Non Profit Marketing Firms in the NY/NJ Area( http://www.ajross.com/non_profit.php)
Religions groups data for New Jersey
(http://www.city-data.com/states/New-Jersey-Religions.html)
Jewish Federation of Central New Jersey
http://www.jewishjerseycentral.org/page.aspx?id=165483
Muslim Community of New Jersey
http://www.mcnjonline.com/
Christian Career Center
http://www.christiancareercenter.com/jobs/category/new-jersey.html
Black Ministers Council of New Jersey
http://blackministerscouncil.org/
New Jersey Hispanic Research & Information Center
http://www.npl.org/pages/collections/njhricaccom.html
Page 15 of 22
Page 16 of 22
Page 17 of 22
Assistant DirectorFinance
Assistant DirectorPR/Community
Affairs
Assistant DirectorOperations
Assistant DirectorHuman Resources
Assistant DirectorDevelopment
Assistant DirectorPlanning and
Marketing
Page 18 of 22
QR Post Card
This is a sample of the Post Card that can be distributed at appropriate events supported by Tri Factor. This is a functional QR code, it
will “take” you to a sample Blog I set up to show how it could work.
And the winner is!!!
Page 19 of 22
Tri Factor Logo
Page 20 of 22
Page 21 of 22
Page 22 of 22