Strategies for Success: a Short Course for Project Directors
Upcoming Dates and Locations: Spring 2016 (TBD) in the Washington, DC Metro Area
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.
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.
The fee to attend SBI’s Strategies for Success course is $975 per participant and 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.
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’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. We’ll also ask you to come prepared with your project or program’s recent financial statements and annual report.
|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 (early morning)||
|Session 10: Next Steps (late morning)||
|Session 11: Make the Pitch (afternoon)||
How to apply:
The application process for our 2016 course will be announced later this year. If you have questions in the meantime, please contact Jill Parsons, ESA Science Programs Manager at firstname.lastname@example.org
What our 2014 participants 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.”
About the 2015 Course Location:
Our June 2015 SBI: Strategies for Success course will be held at the Conference Center at the Maritime Institute (CCMIT) in Linthicum Heights, MD. The Center is just minutes away from the Baltimore Washington International (BWI) Airport and Train Station.
As a reminder, the 2015 course fee includes lunch and refreshments during each course day. Participants are responsible for purchasing their own travel and accommodation. Should participants wish to stay onsite at CCMIT, a comprehensive meeting package (including dinner, accommodation, and breakfast) is available for $139 per person, per night.
For more information, please see http://ccmit.org/