September–December 2026
- Affiliate Playbook rollout and Town Halls
By January 2027
- Sign commitment letters and (as applicable) guidelines, MOUs
By March 2027
- Complete leadership training and mentorship sessions
- Submit annual calendar, schedule leadership orientation/training
By August 2027
- Demonstrate improvement in, or continue meeting, at least two of the following key metrics:
- Governance: Meeting cadence stabilized; at least 80% attendance trend established; roster submitted; term limits documented.
- Development: Draft development strategy with Director of Affiliate Engagement; conduct annual professional advisor outreach; set grantmaking fund growth target and begin initial outreach; evidence of active donor cultivation and at least one new fund.
- Grantmaking: Schedule at least one grant round or have in process (ideally online) OR recommend at least one grant for a special, emergent or long-term community project; complete annual conflict‑of‑interest forms and install a grants chair.
- Communications: Complete training; announce grant cycle; publish one impact story; align materials to CFO branding/toolkit.
By August 2028
- Sustainable growth trajectory
- Consistent grantmaking
- Strong communication and community visibility
- Measurable improvement in at least two pillars
March 2029 and beyond
- Governance and operations running to Playbook norms:
- Regular grantmaking with nonprofit engagement
- Steady fund growth
- Consistent communications cadence
