School

Year
Project Year

2011-12
PY0
Grow
Task/Functional Area
Governance/Compliance

Subtask(s)
Board decision (As Needed)

Governance/Compliance

Authorizer Permission (As Needed)

Facilities

DPCH

Expansion

Sufficient Space

Facilities

Outfit Space

Purchasing
Hiring
Hiring

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist
size

Students
Students

Recruit, Lottery, Accept

Task/Functional Area
Governance/Compliance

Subtask(s)
Board decision (As Needed)

Governance/Compliance

Authorizer Permission (As Needed)

Facilities

Sufficient Space

Facilities

Outfit Space

Purchasing
Hiring
Hiring

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist
size

2012-13
PY 1
Grow
Deliverables
Task/Functional Area
Approved Board resolution
Governance/Compliance
Approved Charter
Governance/Compliance
Amendment/Renewal Application
Classroom mapping, Building
Facilities
Utilization Plan (as needed in shared
space)
Renovation project plan (as needed),
Facilities
Cert. of Occupancy (as needed)
Purchase orders
Purchasing
Staffing plan
Hiring
New Staff Roster
Hiring
Enrollment plan
Recruitment target map, Recruitment
budget, Acceptance letters, New
Student Roster

Students
Students

Grow

HPE

Expansion

Students
Students

Recruit, Lottery, Accept

Task/Functional Area
Identify
Identify

Subtask(s)
Select schools/neighborhoods
Explore preference

Startup

Students

Hiring

Identify startup staffing needs

Hiring

Recruit, Screen, Hire, PD

Identify target enrollment/waitlist
size

Students

Recruit, Lottery, Accept

Facilities

Identify and Acquire facility

Facilities

Outfit Space

Identify target Board competencies

Recruit a complete, functional Board

Board roster

NJ Turnaround 1

Turnaround

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Grow
Deliverables
Task/Functional Area
Approved Board resolution
Governance/Compliance
Approved Charter
Governance/Compliance
Amendment/Renewal Application
Classroom mapping, Building
Facilities
Utilization Plan (as needed in shared
space)
Renovation project plan (as needed),
Facilities
Cert. of Occupancy (as needed)
Purchase orders
Purchasing
Staffing plan
Hiring
New Staff Roster
Hiring

Subtask(s)
Board decision (As Needed)

Deliverables
Approved Board resolution

Task/Functional Area
Governance/Compliance

Subtask(s)
Board decision (As Needed)

Deliverables
Approved Board resolution

Task/Functional Area
Governance/Compliance

Subtask(s)
Board decision (As Needed)

Governance/Compliance

Authorizer Permission (As Needed)

Approved Charter Amendment/Renewal Application

Governance/Compliance

Authorizer Permission (As Needed)

Approved Charter Amendment/Renewal Application

Governance/Compliance

Authorizer Permission (As Needed)

Classroom mapping, Building Utilization Plan (as needed in shared space)

Facilities

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Facilities

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Facilities

Sufficient Space

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD

Purchase orders
Staffing plan
New Staff Roster

Purchasing
Hiring
Hiring

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD

Purchase orders
Staffing plan
New Staff Roster

Purchasing
Hiring
Hiring

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD

Purchase orders
Staffing plan
New Staff Roster

Purchasing
Hiring
Hiring

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance

letters, New Student Roster

Deliverables
Employment agreement
Board resolution and signed contrat

Task/Functional Area
Facilities
Facilities

Subtask(s)
Sufficient Space
Outfit Space

Deliverables
Classroom mapping, Building Utilization Plan (as needed in shared space)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Task/Functional Area
Facilities
Facilities

Subtask(s)
Sufficient Space
Outfit Space

Staffing plan

Purchasing

Purchase orders

Purchasing

Grow

New Staff Roster

Enrollment plan
Recruitment target map, Recruitment
budget, Acceptance letters, New
Student Roster
Lease/Occupancy agreement, Building
Utilization Plan (as needed)
Renovation project plan (as needed),
Cert. of Occupancy (as needed)
Purchase orders

Hiring

Acquire necessary assets

Acquire necessary assets

Staffing plan

Identify necessary staff additions

Staffing plan

Recruit, Screen, Hire, PD

New Staff Roster

Hiring

Recruit, Screen, Hire, PD

New Staff Roster

Identify target enrollment/waitlist size

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Task/Functional Area
Facilities
Facilities

Staffing plan

Purchasing

Acquire necessary assets

New Staff Roster

Hiring

Identify necessary staff additions

Staffing plan

Enrollment plan

Hiring

Recruit, Screen, Hire, PD

New Staff Roster

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Identify target enrollment/waitlist size

Enrollment plan

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Identify and Acquire facility

Outfit Space
Acquire necessary assets

Grow

Recruitment target map, Recruitment

budget, Acceptance letters, New
Student Roster
Lease/Occupancy agreement, Building
Utilization Plan (as needed)
Renovation project plan (as needed),
Cert. of Occupancy (as needed)
Purchase orders

Subtask(s)
Sufficient Space
Outfit Space

Grow
Deliverables
Classroom mapping, Building Utilization Plan (as needed in shared space)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Task/Functional Area
Facilities
Facilities

Purchase orders

Purchasing

Acquire necessary assets

Hiring

Identify necessary staff additions

Staffing plan

Hiring

Recruit, Screen, Hire, PD

Subtask(s)
Sufficient Space
Outfit Space

Board
Board

Recruit a complete, functional Board

Board roster

Subtask(s)

New Staff Roster

Assign and Hire Leader U Fellow

Employment agreement

Execute management agreement

Board resolution and signed contrat

Hiring

Identify startup staffing needs

Staffing plan

Hiring

Recruit, Screen, Hire, PD

Students

Engage families around change

Students

Identify target enrollment/waitlist

size

Students

Recruit, Lottery, Accept

Facilities

Modify facility arrangement (as

needed)
Outfit Space

New Staff Roster

Parent letters, meetings, intent to
return forms
Enrollment plan
Recruitment target map, Recruitment
budget, Acceptance letters, New
Student Roster
Lease/Occupancy agreement, Building
Utilization Plan (as needed)
Renovation project plan (as needed),
Cert. of Occupancy (as needed)

Incubate (assess)

Launch

Subtask(s)
Deliverables
Data Analysis, Initial Communications,
Determine areas of opportunity
Prospect List
Receive Authorizer Permission for Approved charter restructuring plan,
turnaround
amended charter (as needed)
Identify strengths and weaknesses of Culture, academic, staff/leadership,
status quo
facility audits
Identify target Board competencies
Board needs assessment
Recruit a complete, functional Board
Board roster

Task/Functional Area

Subtask(s)

Task/Functional Area

Subtask(s)

Identify

Select schools/neighborhoods

Identify

Explore preference

Charter

Secure charter authorization

Board
Board

Identify target Board competencies

Recruit a complete, functional Board

Deliverables

Leader

Assign and Hire Leader U Fellow

Employment agreement

Contract

Execute management agreement

Board resolution and signed contrat

Hiring

Identify startup staffing needs

Staffing plan

Hiring
Students
Students
Students
Facilities
Facilities

Recruit, Screen, Hire, PD

Engage families around change
Identify target enrollment/waitlist size
Recruit, Lottery, Accept
Modify facility arrangement (as needed)
Outfit Space

New Staff Roster

Parent letters, meetings, intent to return forms
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as needed)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Plan

Open
Deliverables

Task/Functional Area

Subtask(s)

Grow
Deliverables

Task/Functional Area

Subtask(s)

Deliverables

Assign and Hire Leader U Fellow

Employment agreement

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Execute management agreement

Board resolution and signed contrat

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Hiring

Identify startup staffing needs

Staffing plan

Purchasing

Acquire necessary assets

Purchase orders

Purchasing

Acquire necessary assets

Purchase orders

Purchasing

Acquire necessary assets

Purchase orders

Hiring
Students
Students

Recruit, Screen, Hire, PD

Identify target enrollment/waitlist size
Recruit, Lottery, Accept

New Staff Roster

Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Hiring
Hiring
Students

Identify necessary staff additions

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Staffing plan
New Staff Roster
Enrollment plan

Hiring
Hiring
Students

Identify necessary staff additions

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Staffing plan
New Staff Roster
Enrollment plan

Hiring
Hiring
Students

Identify necessary staff additions

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Facilities

Identify and Acquire facility

Lease/Occupancy agreement, Building Utilization Plan (as needed)

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster

Facilities
Purchasing

Outfit Space
Acquire necessary assets

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Purchase orders
Task/Functional Area

Facilities

Plan
Subtask(s)

Open
Deliverables

Grow
Subtask(s)

Deliverables

Assign and Hire Leader U Fellow

Employment agreement

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Policy/Legal analysis

Contract

Execute management agreement

Board resolution and signed contrat

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Hiring
Hiring
Students
Students

Identify startup staffing needs

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size
Recruit, Lottery, Accept

Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Purchasing
Hiring
Hiring
Students

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Purchase orders
Staffing plan
New Staff Roster
Enrollment plan

Purchasing
Hiring
Hiring
Students

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Lease/Occupancy agreement, Building Utilization Plan (as needed)

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Students

Recruit, Lottery, Accept

Facilities
Purchasing

Outfit Space
Acquire necessary assets

Task/Functional Area
Identify
Charter
Incubate (assess)
Board
Board

Subtask(s)
Determine areas of opportunity
Receive Authorizer Permission for turnaround
Identify strengths and weaknesses of status quo
Identify target Board competencies
Recruit a complete, functional Board

Deliverables
Data Analysis, Initial Communications, Prospect List
Approved charter restructuring plan, amended charter (as needed)
Culture, academic, staff/leadership, facility audits
Board needs assessment
Board roster

Task/Functional Area
Leader
Contract
Hiring
Hiring
Students
Students
Students
Facilities
Facilities

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement
Identify startup staffing needs
Recruit, Screen, Hire, PD
Engage families around change
Identify target enrollment/waitlist size
Recruit, Lottery, Accept
Modify facility arrangement (as needed)
Outfit Space

Deliverables

Task/Functional Area

Identify and Acquire facility

Deliverables
Employment agreement
Board resolution and signed contrat
Staffing plan
New Staff Roster
Parent letters, meetings, intent to return forms
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as needed)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Open
Subtask(s)

Grow
Deliverables

Deliverables

Leader

Assign and Hire Leader U Fellow

Employment agreement

Sufficient Space

Classroom mapping, Building Utilization Plan (as needed in shared space)

Policy/Legal analysis

Contract

Execute management agreement

Board resolution and signed contrat

Facilities

Outfit Space

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Facilities

Outfit Space

Complete, compliant and approved charter application

Board needs assessment
Board roster

Hiring
Hiring
Students
Students

Identify startup staffing needs

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size
Recruit, Lottery, Accept

Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Purchasing
Hiring
Hiring
Students

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Purchase orders
Staffing plan
New Staff Roster
Enrollment plan

Purchasing
Hiring
Hiring
Students

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Students

Recruit, Lottery, Accept

Identify and Acquire facility

Lease/Occupancy agreement, Building Utilization Plan (as needed)

Outfit Space
Acquire necessary assets

Task/Functional Area
Facilities

Students

Recruit, Lottery, Accept

Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Task/Functional Area
Facilities

Subtask(s)
Sufficient Space

Open

Grow

Task/Functional Area

Subtask(s)

Deliverables

Task/Functional Area

Subtask(s)

Deliverables

Task/Functional Area

Identify

Select schools/neighborhoods

Need analysis

Leader

Assign and Hire Leader U Fellow

Employment agreement

Facilities

Subtask(s)
Sufficient Space

Identify

Explore preference

Policy/Legal analysis

Contract

Execute management agreement

Board resolution and signed contrat

Facilities

Outfit Space

Charter
Board
Board

Secure charter authorization

Identify target Board competencies
Recruit a complete, functional Board

Complete, compliant and approved charter application

Board needs assessment
Board roster

Hiring
Hiring
Students
Students

Identify startup staffing needs

Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size
Recruit, Lottery, Accept

Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster

Purchasing
Hiring
Hiring
Students

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Lease/Occupancy agreement, Building Utilization Plan (as needed)

Students

Recruit, Lottery, Accept

Facilities
Purchasing

Outfit Space
Acquire necessary assets

Task/Functional Area
Identify
Charter
Incubate (assess)
Board
Board

Subtask(s)
Determine areas of opportunity
Receive Authorizer Permission for turnaround
Identify strengths and weaknesses of status quo
Identify target Board competencies
Recruit a complete, functional Board

Deliverables
Data Analysis, Initial Communications, Prospect List
Approved charter restructuring plan, amended charter (as needed)
Culture, academic, staff/leadership, facility audits
Board needs assessment
Board roster

Task/Functional Area
Leader
Contract
Hiring
Hiring
Students
Students
Students
Facilities
Facilities

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement
Identify startup staffing needs
Recruit, Screen, Hire, PD
Engage families around change
Identify target enrollment/waitlist size
Recruit, Lottery, Accept
Modify facility arrangement (as needed)
Outfit Space

Task/Functional Area
Identify
Charter
Incubate (assess)
Board
Board

Subtask(s)
Determine areas of opportunity
Receive Authorizer Permission for turnaround
Identify strengths and weaknesses of status quo
Identify target Board competencies
Recruit a complete, functional Board

Task/Functional Area
Leader
Contract
Hiring
Hiring
Students
Students

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement
Identify startup staffing needs
Recruit, Screen, Hire, PD
Engage families around change
Identify target enrollment/waitlist size

Facilities

Identify and Acquire facility

Plan

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Purchase orders
Deliverables
Employment agreement
Board resolution and signed contrat
Staffing plan
New Staff Roster
Parent letters, meetings, intent to return forms
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as needed)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Launch
Deliverables
Data Analysis, Initial Communications, Prospect List
Approved charter restructuring plan, amended charter (as needed)
Culture, academic, staff/leadership, facility audits
Board needs assessment
Board roster

Students
Facilities
Facilities

Deliverables
Employment agreement
Board resolution and signed contrat
Staffing plan
New Staff Roster
Parent letters, meetings, intent to return forms
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as
Modify facility arrangement (as needed)
needed)
Renovation project plan (as needed), Cert. of Occupancy (as
Outfit Space
needed)
Recruit, Lottery, Accept

Plan

DPHE

Startup

Task/Functional Area
Identify
Identify
Charter
Board
Board

Subtask(s)
Select schools/neighborhoods
Explore preference
Secure charter authorization
Identify target Board competencies
Recruit a complete, functional Board

Open
Deliverables
Need analysis
Policy/Legal analysis
Complete, compliant and approved charter application
Board needs assessment
Board roster

Task/Functional Area
Leader
Contract
Hiring
Hiring
Students

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement
Identify startup staffing needs
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Students

Recruit, Lottery, Accept

Facilities
Facilities

Identify and Acquire facility

Outfit Space

Purchasing

Acquire necessary assets

Task/Functional Area
Leader
Contract
Hiring
Hiring
Students

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement
Identify startup staffing needs
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist size

Students

Recruit, Lottery, Accept

Facilities

Identify and Acquire facility

Plan

DPNJE

Startup

Deliverables
Classroom mapping, Building Utilization Plan (as needed in
shared space)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders
Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster

Launch

Plan

New Region Turnaround Turnaround

Deliverables
Classroom mapping, Building Utilization Plan (as needed in
shared space)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders
Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Purchase orders

Plan

Turnaround

Grow

Subtask(s)

Need analysis

Explore preference

Select schools/neighborhoods

Deliverables
Classroom mapping, Building Utilization Plan (as needed in
shared space)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders
Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster

Renovation project plan (as needed), Cert. of Occupancy (as needed)

Purchase orders

Secure charter authorization

Identify target Board competencies
Recruit a complete, functional Board

Facilities

NYC Turnaround 2

Subtask(s)
Sufficient Space

Charter
Board
Board

Facilities
Purchasing

Startup

Facilities

Identify

Identify

Subtask(s)

Facilities

Launch

Plan
Task/Functional Area

HPH

Deliverables
Classroom mapping, Building Utilization Plan (as needed in
shared space)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)

Complete, compliant and approved charter application

Board needs assessment
Board roster

Facilities

Startup

Subtask(s)
Sufficient Space

Explore preference

Plan

DPNJH

Grow
Task/Functional Area

Facilities

Secure charter authorization

Identify target Board competencies
Recruit a complete, functional Board

Leader

Deliverables

Task/Functional Area

Charter
Board
Board

Need analysis

Subtask(s)

Facilities

Identify

Select schools/neighborhoods

Task/Functional Area

Task/Functional Area

Grow

Deliverables

Leader
Contract

Identify

Turnaround

Grow

Subtask(s)

Need analysis
Policy/Legal analysis
Complete, compliant and approved
charter application
Board needs assessment
Board roster

Task/Functional Area

NJ Turnaround 2

Purchase orders

Deliverables

Leader
Contract

Board
Board

Startup

Deliverables
Classroom mapping, Building Utilization Plan (as needed in shared space)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Launch
Task/Functional Area

Plan

DPHH

Purchase orders

Identify necessary staff additions

Hiring
Students

Deliverables
Employment agreement
Board resolution and signed contrat

Charter

Startup

Hiring

Deliverables
Classroom mapping, Building Utilization Plan (as needed in shared space)
Renovation project plan (as needed), Cert. of Occupancy (as needed)

Recruit, Screen, Hire, PD

Identify target enrollment/waitlist
size

Identify

DPCE

Grow

Hiring

Facilities

Deliverables
Approved Board resolution
Approved Charter Amendment/Renewal Application
Classroom mapping, Building Utilization Plan (as needed in
shared space)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders
Staffing plan
New Staff Roster

Recruitment target map, Recruitment

budget, Acceptance letters, New
Student Roster

Students

Recruit, Lottery, Accept

Grow

Subtask(s)
Board decision (As Needed)

Approved Charter Amendment/Renewal Application

Sufficient Space

Acquire necessary assets

Facilities

Turnaround

Grow

Task/Functional Area
Governance/Compliance

Authorizer Permission (As Needed)

Identify startup staffing needs

Task/Functional Area

NYC Turnaround 1

Grow
Deliverables
Approved Board resolution

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement

Students

2016-17
PY 5

Purchase orders
Staffing plan
New Staff Roster

Enrollment plan
Recruitment target map, Recruitment
budget, Acceptance letters, New
Student Roster

Hiring

Facilities

Incubate (assess)

Classroom mapping, Building Utilization Plan (as needed in shared space)

Outfit Space

Purchasing

Purchasing

Charter

Sufficient Space

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD

2015-16
PY 4

Task/Functional Area
Leader
Contract

Plan
Subtask(s)
Deliverables
Data Analysis, Initial Communications,
Determine areas of opportunity
Prospect List
Receive Authorizer Permission for Approved charter restructuring plan,
turnaround
amended charter (as needed)
Identify strengths and weaknesses of Culture, academic, staff/leadership,
status quo
facility audits
Identify target Board competencies
Board needs assessment

Identify

Deliverables
Approved Board resolution
Approved Charter Amendment/Renewal Application

Open

Board
Board

2014-15
PY 3

Subtask(s)
Board decision (As Needed)
Authorizer Permission (As Needed)

Open

Deliverables
Need analysis
Policy/Legal analysis
Complete, compliant and approved
charter application
Board needs assessment

Task/Functional Area

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist
size

Subtask(s)
Assign and Hire Leader U Fellow
Execute management agreement

Plan

HPM

Outfit Space

Task/Functional Area
Leader
Contract

Board roster

Secure charter authorization

Sufficient Space

Recruit, Lottery, Accept

Identify target Board competencies

Subtask(s)
Select schools/neighborhoods
Explore preference

Authorizer Permission (As Needed)

Students

Recruit a complete, functional Board

Charter

Subtask(s)
Board decision (As Needed)

Students

Board

Task/Functional Area
Identify
Identify

Recruit, Lottery, Accept

Enrollment plan

Board

Secure charter authorization

Outfit Space

Recruitment target map, Recruitment

budget, Acceptance letters, New
Student Roster
Deliverables
Need analysis
Policy/Legal analysis
Complete, compliant and approved
charter application
Board needs assessment

Charter

Startup

Sufficient Space

Acquire necessary assets

Identify necessary staff additions
Recruit, Screen, Hire, PD
Identify target enrollment/waitlist
size

2013-14
PY 2
Grow
Deliverables
Task/Functional Area
Approved Board resolution
Governance/Compliance
Approved Charter
Governance/Compliance
Amendment/Renewal Application
Classroom mapping, Building
Facilities
Utilization Plan (as needed in shared
space)
Renovation project plan (as needed),
Facilities
Cert. of Occupancy (as needed)
Purchase orders
Purchasing
Staffing plan
Hiring
New Staff Roster
Hiring

Grow
Deliverables
Task/Functional Area
Approved Board resolution
Governance/Compliance
Approved Charter
Governance/Compliance
Amendment/Renewal Application
Classroom mapping, Building
Facilities
Utilization Plan (as needed in shared
space)
Renovation project plan (as needed),
Facilities
Cert. of Occupancy (as needed)
Purchase orders
Purchasing
Staffing plan
Hiring
New Staff Roster
Hiring

Plan

DPEndur.M

Subtask(s)
Board decision (As Needed)
Authorizer Permission (As Needed)

Task/Functional Area
Identify
Identify
Charter
Board
Board

Subtask(s)
Select schools/neighborhoods
Explore preference
Secure charter authorization
Identify target Board competencies
Recruit a complete, functional Board

Deliverables
Employment agreement
Board resolution and signed contrat
Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as
needed)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders

Open
Deliverables
Need analysis
Policy/Legal analysis
Complete, compliant and approved charter application
Board needs assessment
Board roster

Facilities

Outfit Space

Purchasing

Acquire necessary assets

Deliverables
Employment agreement
Board resolution and signed contrat
Staffing plan
New Staff Roster
Enrollment plan
Recruitment target map, Recruitment budget, Acceptance
letters, New Student Roster
Lease/Occupancy agreement, Building Utilization Plan (as
needed)
Renovation project plan (as needed), Cert. of Occupancy (as
needed)
Purchase orders