Strategies for Success:
A Short Course for Project Directors
This three-day, intensive course will provide project directors with the key financial planning, analytical, and communication skills they need to enhance their project’s or program’s continuing development and financial sustainability. Expert faculty will use lectures, group work, discussions, and case studies to:
- Provide tools and tips that participants will use to assess their project and develop methods for financial sustainability;
- Introduce essential strategies for effective communication with stakeholders; and
- Provide guidance and best practices to help participants succeed as they innovate and add value to their projects.
Upcoming Dates :
- June 12-14, 2019 in New Haven, CT. We are excited to co-locate the course with the iDigBio Digital Data in Biodiversity Research Conference!
Who should attend?
Ideal applicants include experienced Directors and Principal Investigators of biological infrastructure projects (such as digital data resources, museum and living stocks collections, field stations, and marine laboratories) that have been established for at least two years. Their resource must have direct relevance to the biological research community, and the applicant should be able to express their need and preparedness for training in business planning and communication. Up to 25 participants will be selected based on these qualities, and to ensure an appropriate mix of project and participant diversity.
Please check back for the updated course fee for 2019, which includes all course materials, plus lunches and refreshments during the three course days. The course fee does not include accommodation and other meals (which participants can purchase onsite at modest cost), or travel to and from the course.
Our training approach:
We believe in learning by doing. Our ultimate goal is for you to come away from the Strategies for Success course with an action plan and enhanced skills to improve your project’s sustainability. Our faculty will present key concepts in course lectures, but you will spend most of your time in discussions with each other and working through relevant case studies and group assignments.
What to expect:
Throughout this course, you will have opportunities to engage with our expert faculty, advisory committee, and distinguished guest speakers. We also expect participants to learn and share a lot with each other during group activities. Please come prepared to share your own challenges, success stories, and lessons learned.
We will also ask you to do a little advance preparation so you can hit the ground running. Don’t worry – it’s nothing too onerous. You’ll be asked to read one of our case studies in advance, prepare a mini-pitch for the first day, and to bring along your project or program’s recent financial statements and annual report. During the course, you’ll also need to do a little work in your spare time to prepare your pitch for the final day of the course (see Session 10).
We’ll kick off the course and begin getting to know one another with a group dinner after participants arrive onsite. The next three days will be very intensive and hands-on.
|Session||What You Will Learn and Do|
|Session 1: Introduction (early morning)||
|Session 2: Evaluate Your Current Sustainability (late morning)||
|Session 3: Finance 101 (early afternoon)||
|Session 4: Create Your Business Model Canvas (late afternoon)||
|Session 5: Rethink Your Mission, Vision, and Future Activities (early morning)||
|Session 6: Measure Your Success (late morning)||
|Session 7: Analyze Your Stakeholders (early afternoon)||
|Session 8: Communicate Effectively (late afternoon)||
|Session 9: Harness Private Funds (morning)||
|Session 10: Make the pitch (afternoon)||
If you have questions at any point, please contact Jill Parsons, ESA Associate Director of Science Programs at firstname.lastname@example.org
What our alumni say:
“Diversifying approaches to funding is important, and I have learned valuable skills that will help with this – not just the sources themselves, but approaches to communication and establishing partnerships as well.”
“I hoped for practical information about how to diversify my funding base, and my expectations were certainly met.”
“I feel more equipped to take an organized approach to managing my facility… the team of instructors, advisers, and guest speakers was phenomenal.”
“I learned a huge amount about private funding.”
Strategies for Success: Mini-Courses