How to Use This Toolkit
This toolkit is a field manual. It assumes you already understand why your community needs aligned systems across education, workforce, and civic life. It assumes you are past the white paper stage. You are ready to build.
The SEED model (Society, Education, Economic Development) is a systems lab for family-rooted generational flourishing. SEED generates institutions, organizations designed to outlast the initial investment, serve families across generations, and operate independently within three to five years of launch. The sections that follow walk you through that process from first assessment to final spin-off.
Superintendents and CTE directors mapping career-connected pathways. Chamber presidents building employer pipelines. Workforce board chairs measuring real outcomes. Community foundation leaders funding systems change instead of scattered programs. City managers seeking integrated strategy across education, employment, and family stability.
Structure
Sections 3 through 9 follow the SEED implementation lifecycle in sequence. Each section contains background context, step-by-step instructions, and practical tools: checklists, templates, and assessment grids you can photocopy and use immediately. Section 10 presents two case studies from SEED's own portfolio. Section 11 compiles all tools and templates into a single reference section.
The phases read linearly, but reality is iterative. You will return to community assessment after convening reveals new data. You will revisit idea-shaping after a pilot surfaces unexpected constraints. The sequence is a scaffold. Use it to orient yourself, to stay responsive.
Every section answers one question: What do I actually do? Where research informs the guidance, citations appear as superscripts. The format is a builder's guide, written for practitioners.
The SEED Model at a Glance
SEED operates at the intersection of three domains, using three functions, across a defined lifecycle. Every initiative SEED designs must touch all three domains. Single-domain interventions (a workforce program that ignores family stability, an education reform that ignores employer demand) are the fragmented approaches SEED exists to replace.1
Three Domains
Mediating institutions, family stability, civic trust, social cohesion. The connective tissue that makes communities function.
Formation and credentialing, K-12 through postsecondary. Character development, skill mastery, and purposeful preparation alongside degree attainment.
Workforce pipelines, employer partnerships, wage growth, apprenticeship infrastructure. Prosperity tied to real employers with real demand.
Three Functions
The Lifecycle
Every SEED initiative follows the same arc: identify a need through community assessment, design a response through research and stakeholder engagement, pilot the design with a defined population and timeline, measure the impact against pre-established baselines, and spin off the resulting institution with independent governance, diversified funding, and its own legal identity. SEED generates institutions, not permanent programs. The goal is always self-sustaining, community-owned capacity.
Before investing in any initiative, SEED applies four quality gates. Every proposed intervention must pass all four to proceed.
- Replicable. Can this model be adapted to other communities without heroic local effort?
- Measurable. Can we define success in quantitative terms before we begin?
- Spinnable. Can this become an independent institution within three to five years?
- Family-centered. Does this serve families across generations, not just individuals in isolation?
Phase 1: Community Assessment
Before convening a single meeting, you need a clear-eyed picture of your community's three-domain health. Think of it as reconnaissance. You are looking for the specific gaps where misalignment between education, workforce, and civic life produces measurable harm, and the specific assets you can build on.
Expect this phase to take four to six weeks. It requires one dedicated person (or a small team) with access to public data, relationships with local institutions, and the authority to ask uncomfortable questions.
Society Domain Assessment
The society domain is the hardest to quantify and the easiest to neglect. Without strong mediating institutions (churches, civic organizations, mutual-aid networks, functioning families), no workforce program or education reform holds.2 Gains made in school or the labor market dissipate when the social fabric cannot sustain them.
- Identify the five largest faith congregations in your target geography. Are their leaders engaged in civic life beyond their walls?
- Count the active civic organizations (Rotary, Lions, Kiwanis, neighborhood associations) and their combined membership. Is the trend growing or declining?
- Pull single-parent household rates from Census ACS for your county and compare to state and national averages.
- Assess voter participation rates in the last three municipal elections. Below 15% signals severe civic disengagement.
- Identify whether a community foundation, United Way, or equivalent coordinating philanthropy exists. If yes, determine their total annual grantmaking budget.
- Survey the availability of family-serving infrastructure: licensed childcare slots per capita, domestic violence shelter capacity, family counseling providers accepting Medicaid.
Education Domain Assessment
The education domain assessment focuses on two questions: Are students being prepared for productive adult life? And is the education system connected to actual employer demand? You are not auditing curriculum. You are mapping the pipeline from kindergarten to career.
- Pull third-grade reading proficiency rates for every elementary school in your target geography. Below 30% proficient is a crisis indicator.3
- Map every Career and Technical Education (CTE) pathway offered in your district(s). For each pathway, identify whether a local employer has formally committed to hiring completers.
- Determine the high school graduation rate, disaggregated by race, income, and special education status.
- Identify postsecondary credential attainment rates for adults 25-64 in your county (Census ACS, Table S1501).
- Count the number of active apprenticeship programs registered with your state's Department of Labor.
- Determine whether any career-connected learning requirement exists in state or district policy (e.g., work-based learning hours, industry certification incentives).
- Identify the five largest employers within a 30-minute commute of your target schools. For each, determine whether they have any formal relationship with K-12 or postsecondary institutions.
Economic Development Domain Assessment
- Pull unemployment rates (BLS, LAUS) for your county, disaggregated by age and race where available.
- Identify the top ten employers by headcount in your region using state workforce data or chamber of commerce records.
- Determine the median household income and compare to your state's cost-of-living-adjusted median (MIT Living Wage Calculator provides local benchmarks).
- Map open positions by industry sector using real-time labor market data (Lightcast/EMSI, state job bank, Indeed postings).
- Identify the sectors with the highest projected growth over the next ten years (BLS Occupational Outlook, state workforce projections).
- Assess the presence or absence of a sector partnership or industry council that convenes employers around shared workforce needs.
- Determine whether your region has a workforce development board with an active strategic plan. If yes, when was it last updated?
Data Sources Reference
| Data Need | Source | Update Frequency |
|---|---|---|
| Family structure, income, education attainment | Census ACS 5-Year Estimates | Annual (December) |
| Child well-being indicators | KIDS COUNT Data Center (Annie E. Casey) | Annual |
| Employment, unemployment, wages | BLS Local Area Unemployment Statistics | Monthly |
| K-12 achievement and graduation rates | State Department of Education report cards | Annual (fall) |
| CTE enrollment and completion | Perkins V state data / OCTAE | Annual |
| Real-time labor demand | Lightcast (formerly EMSI/Burning Glass) | Continuous |
| Occupational projections | BLS Occupational Outlook Handbook | Biennial |
| Civic participation | County election board records | Per election cycle |
| Living wage benchmarks | MIT Living Wage Calculator | Annual |
Phase 2: Convening
Convening is the most underestimated function in community change. Most regions have the right people. Those people just never sit in the same room at the same time with a shared agenda and shared data. SEED's convening function is a structured process for building a working table where decisions get made and commitments get honored.
Who Must Be in the Room
The table must include operational leaders from all three domains: people who control budgets, hire staff, and set policy. Advisory voices are welcome later. The founding table requires decision-makers.
| Sector | Required Roles | Why They Matter |
|---|---|---|
| K-12 Education | Superintendent or designee, CTE Director | Controls curriculum, scheduling, and student placement. Without K-12, no pipeline exists. |
| Higher Education | Community college president or VP of workforce, tech center director | Controls credential programs, dual enrollment, and industry certification pathways. |
| Business | Chamber president, 2-3 anchor employers (HR leads), small business coalition representative | Defines actual demand. Without employers, training has no destination. |
| Faith / Civic | 2-3 pastoral leaders, interfaith council chair (if one exists) | Commands trust in communities that institutions have lost. Reaches families government cannot. |
| Government | Mayor or city manager, workforce board chair or director | Controls public investment, zoning, incentive structures, and regulatory alignment. |
| Philanthropy | Community foundation program officer, United Way director | Provides flexible capital. Can fund the gap between public dollars and real costs. |
Every person at the table must have operational authority within their institution and a willingness to commit resources: staff time, budget, or policy change. Observers, designees-of-designees, and attendees sent "to listen and report back" erode the table's credibility. If someone cannot make decisions, they should not be seated until they can. A working body, with working authority.
Meeting Cadence and Structure
The convening table meets monthly for the first six months, then transitions to quarterly once working groups are established. Each meeting follows a disciplined agenda structure designed to prevent the two most common failures of community coalitions: drift into abstract conversation and retreat into sector-specific silos.4
- Data review (15 minutes). One page of updated community indicators, drawn from your Phase 1 assessment. No narration. The data speaks. Table members read silently, then react.
- Cross-domain spotlight (20 minutes). One member presents a challenge or opportunity from their sector that requires action from another sector at the table. The format forces interdependence.
- Working group reports (20 minutes). Each active working group delivers a 5-minute status report using a standardized template: what we committed to, what we accomplished, what we need.
- Decision block (15 minutes). Any decision requiring table-wide authorization is presented, debated, and voted. Decisions are recorded. Abstentions are noted. No decision is deferred more than once.
- Commitments (5 minutes). Each member states one concrete action they will take before the next meeting. Commitments are read aloud, recorded, and reviewed at the opening of the next session.
First Meeting Agenda Template
Phase 3: Idea-Shaping
Most community coalitions stall between "we all agree there's a problem" and "here's what we're going to build." The SEED idea-shaping process closes that gap: a structured research and design sprint that moves a convening table from shared concern to implementable plan in 90 days.
The process has five stages. Each stage has a defined deliverable. No stage is skipped.
Stage 1: Identify the Gap
The gap must be stated in specific, measurable language that connects at least two of the three SEED domains. "Our students aren't career-ready" is a complaint. "Only 12% of our high school CTE completers are placed into jobs in their field of study within six months of graduation, while local manufacturing employers report 340 unfilled positions requiring the same credentials" is a gap statement. The difference is operational: the gap statement contains the seed of its own solution.
Stage 2: Study Models
Research is mandatory, and the working group owns it. The team responsible for this gap spends two to three weeks identifying communities, states, or countries that have made measurable progress on a similar challenge. SEED maintains a curated library of model programs, but every implementation context is unique. You are looking for structural patterns, adaptable frameworks.5
For each model studied, document: the intervention design, the population served, the funding structure, the measured outcomes, the timeline from launch to measurable results, and (critically) what did not work and why. Failures teach more than successes.
Stage 3: Stress-Test with Practitioners
Present your model research to the people who would actually implement the proposed design. Teachers alongside superintendents. Foremen alongside HR directors. Caseworkers alongside agency heads. The practitioner stress-test surfaces the operational constraints that leaders often cannot see: scheduling conflicts, union rules, licensing requirements, funding restrictions, seasonal patterns, transportation barriers, and the hundred other granular realities that determine whether a good idea survives contact with the field.
Present the proposed model in a 10-minute briefing. Then ask three questions and stop talking: (1) What would prevent this from working in our community? (2) What are we not seeing? (3) If you had to make this work with your current resources, what would you change? Record every response. Do not defend the design during this session.
Stage 4: Draft the Design Brief
The design brief is a one-page document (front and back, maximum) that specifies every essential parameter of the proposed pilot. Think of it as an engineering document. Anyone reading it should know exactly what will be built, for whom, over what timeline, and how success will be measured.
Stage 5: Stakeholder Review
The full convening table reviews the design brief, asks questions, proposes modifications, and ultimately votes to authorize the pilot. Authorization means commitment: member institutions agree to contribute the resources specified in the design brief. This is the moment where coalition becomes partnership. If the table cannot authorize, the design returns to Stage 3 for revision. No pilot proceeds without explicit authorization and resource commitment from the convening table.
Before any idea advances to pilot, it must satisfy all four of the SEED quality gates: Is it replicable beyond this community? Is it measurable with available data infrastructure? Can it spin off as an independent institution? Does it serve families, not just individuals? If any gate fails, the design is revised until all four pass.
Phase 4: Pilot Design
A pilot is a controlled test of whether a designed intervention produces measurable outcomes in a defined population over a sufficient timeline. Every SEED pilot follows the same structural parameters, regardless of the specific intervention being tested. These parameters are non-negotiable because rigorous evaluation requires them.
Structural Parameters
| Parameter | SEED Standard | Rationale |
|---|---|---|
| Population size | 50–200 participants minimum | Below 50, statistical significance is unreliable. Above 200 in a pilot, operational complexity outpaces learning. |
| Geographic boundary | Single school district, single county, or defined neighborhood | Multi-jurisdiction pilots introduce governance complexity that obscures program effects. |
| Timeline | Minimum 3 years | Year 1 is launch. Year 2 produces first meaningful data. Year 3 validates trends. Anything shorter is anecdote.6 |
| Staffing | Dedicated project director (0.5 FTE minimum) + evaluation lead | Pilots managed "on top of" existing duties fail. Protected staff time is the single highest predictor of pilot success. |
| Control methodology | Comparison group or matched cohort | Without a comparison population, you cannot isolate program effects from secular trends. |
Budget Framework
Every SEED pilot budget includes five mandatory line items. The specific dollar amounts vary by intervention type, but the categories are fixed. Budgets that omit any of these categories are returned for revision.
- Personnel. Project director, evaluation lead, and any direct-service staff. Typically 55–65% of total budget.
- Evaluation. Independent evaluator, data collection instruments, IRB fees, analysis. Minimum 10% of total budget, non-negotiable.7
- Program delivery. Materials, technology, facility costs, participant support (transportation, childcare, stipends). Typically 15–25% of total budget.
- Convening. Working group meetings, stakeholder communication, community engagement. Typically 5% of total budget.
- Sustainability planning. Spin-off preparation, governance development, fundraising infrastructure. Minimum 5% of total budget beginning in Year 2.
Evaluation Partnership
Every SEED pilot engages an independent evaluation partner (a university research center, policy institute, or qualified evaluation firm) before the pilot launches. The evaluator participates in design, establishes the measurement framework, collects baseline data, and conducts interim and final analyses. The evaluator joins as a design partner from day one, ensuring the pilot produces evidence alongside stories.
If your pilot involves human subjects research (which most SEED pilots do, given that they collect individual-level data on participants), you will need Institutional Review Board (IRB) approval. University evaluation partners typically manage this process through their own IRB. Budget four to eight weeks for IRB review before participant enrollment begins.
Phase 5: Measurement
SEED measures across all three domains simultaneously. A workforce program that increases employment but destabilizes families has failed. An education reform that raises test scores but disconnects students from their community has failed. Three-domain measurement is harder than single-domain measurement, and the only kind that reveals whether you are actually building generational flourishing or moving metrics.
Society Metrics
| Metric | Data Source | Collection Cadence |
|---|---|---|
| Civic participation rate | Voter registration and turnout data, volunteer hours logged with partner organizations | Annually + post-election |
| Social trust index | Participant survey (validated instrument: General Social Survey trust battery)8 | Baseline + annually |
| Family stability indicators | Household composition, housing stability (same address at 12-month intervals), child welfare referrals | Baseline + annually |
| Institutional engagement | Membership or participation in faith, civic, or community organizations (self-reported) | Baseline + annually |
| Perceived community safety | Participant survey + crime statistics for target geography | Baseline + annually |
Education Metrics
| Metric | Data Source | Collection Cadence |
|---|---|---|
| K-3 reading proficiency | State assessment data (school-level) | Annually (spring) |
| CTE pathway enrollment and completion | District CTE office, Perkins V data | Annually |
| Industry credential attainment | Credentialing bodies (NCCER, AWS, CompTIA, etc.) + district records | Annually |
| High school graduation rate | State education data, disaggregated | Annually |
| Postsecondary enrollment (within 12 months) | National Student Clearinghouse | Annually (fall following graduation) |
| College/career placement rate | State longitudinal data system or follow-up survey | 6 and 12 months post-graduation |
Economic Development Metrics
| Metric | Data Source | Collection Cadence |
|---|---|---|
| Employment rate (participants) | State wage records (UI data), participant self-report | Quarterly (wage records), annually (survey) |
| Median earnings | State wage records, adjusted for inflation | Quarterly |
| Employer satisfaction | Employer survey (custom instrument, validated against NAM/BRT frameworks) | Annually |
| Apprenticeship enrollment and completion | State registered apprenticeship data, employer records | Annually |
| Job placement in field of training | Participant follow-up survey + employer verification | 6 and 12 months post-completion |
| Earnings growth trajectory | Longitudinal wage records (Year 1, 2, 3 post-program) | Annually, longitudinal |
The Family Flourishing Index
SEED's composite metric, the Family Flourishing Index (FFI), integrates indicators across all three domains into a single score that tracks generational progress for participating families. The FFI synthesizes domain-specific metrics and answers one question: Is this family, taken as a whole, better positioned for generational flourishing than it was at baseline?9
Economic security (25%): Household income relative to living wage, employment stability, savings/debt ratio.
Educational attainment (25%): Highest credential in household, children's grade-level proficiency, postsecondary enrollment history.
Family stability (25%): Housing stability, household composition continuity, child welfare system involvement (inverse).
Civic and social connection (25%): Organizational membership, social trust score, voter participation, neighborhood engagement.
Collect baseline data before the intervention begins. Never retroactively. Annual data collection occurs at the same point each year (SEED standard: September, to align with school calendars and fiscal years). Pull quarterly wage data from state systems with appropriate data-sharing agreements in place before the pilot launches. No data, no pilot.
Phase 6: Spin-Off
SEED builds institutions, not permanent programs. The distinction is existential: a program depends on its funder; an institution serves its community. Every SEED pilot is designed from day one to become an independent organization within three to five years of launch. The spin-off phase is engineered into the pilot from the beginning.
The 3-Year Independence Timeline
| Year | Milestone | SEED Role |
|---|---|---|
| Year 1 | Pilot launches. Governance advisory board formed. Legal structure explored. SEED provides 80–100% of operational leadership. | Primary operator |
| Year 2 | Governance board formalized. Independent fundraising begins. Local executive director identified and onboarded. SEED provides 50–70% of operational leadership. | Co-operator / coach |
| Year 3 | Legal entity formed (501(c)(3) or appropriate structure). Diversified funding secured (no single source > 40%). Local leadership managing daily operations. SEED provides 10–20% advisory support. | Advisor / evaluator |
| Year 4–5 | Full independence. SEED maintains evaluation partnership only. Brand transfer complete. Annual check-in for network membership. | Network partner |
Governance Formation
An independent board of directors must be seated by the end of Year 2. Board composition should reflect the cross-sector nature of the intervention: at minimum one member from education, one from business/workforce, one from the faith or civic community, one with financial management expertise, and one community member from the population served. SEED retains one advisory seat (non-voting) through Year 3.
Funding Diversification
No independent institution survives on a single funding stream. By the time of spin-off, the organization must have secured funding from at least three distinct sources. The "40% rule" applies: no single funder contributes more than 40% of the annual operating budget. This forces diversification and prevents the organization from becoming a dependent subsidiary of any single patron.10
Government contracts or grants (25–35%): Workforce board funding, state education grants, federal program dollars (Perkins, WIOA, TANF).
Philanthropic grants (20–30%): Community foundations, national foundations, corporate giving programs.
Earned revenue (15–25%): Fee-for-service, employer-paid training, tuition (where applicable), social enterprise.
Individual giving (10–20%): Annual fund, major gifts, events. The hardest to build but the most resilient.
Legal Structure
Most SEED spin-offs incorporate as 501(c)(3) public charities. However, the legal structure should match the institution's revenue model and mission. Workforce training entities with significant earned revenue may benefit from a hybrid structure (e.g., 501(c)(3) + LLC subsidiary). Educational institutions may require charter authorization or state licensing. SEED provides legal consultation during Year 2 to determine the optimal structure.
Brand Transfer
SEED-incubated institutions typically launch under SEED branding and transition to their own identity during the spin-off process. Brand transfer includes: developing the organization's own name and visual identity, establishing independent digital presence (website, social media), transitioning public communications, and formalizing the relationship as a "SEED Alliance member" rather than a "SEED program."
Spin-Off Readiness Checklist
- Independent board of directors seated with fiduciary responsibility
- Legal entity formed and in good standing with Secretary of State
- 501(c)(3) determination letter received (or appropriate tax status established)
- Independent bank accounts and financial controls in place
- Annual budget approved by board with no single funder exceeding 40%
- Executive director hired and managing daily operations
- Three-year strategic plan adopted by board
- Independent evaluation contract in place (may continue with original evaluator)
- Brand identity developed and deployed across all public materials
- Data systems and participant records transferred to independent infrastructure
- SEED advisory seat formalized (non-voting, annual check-in)
- Memorandum of understanding signed governing the SEED Alliance membership
Case Studies
The following case studies are projected implementation scenarios based on SEED's program design, comparable program outcomes from similar initiatives nationally, and the three-domain alignment model described in this toolkit. They illustrate how the model is designed to function in practice. Tekton Academies and Ready Set Thrive are in development; neither has yet enrolled students or awarded grants.
Case Study 1: Tekton Academies
A CLASSICAL MICROSCHOOL FOR OPPORTUNITY YOUTH
Tekton Academies emerged from a gap identified in SEED's initial community assessment: a population of young adults aged 16 to 24 who were neither enrolled in school nor employed. Federal workforce policy calls them "opportunity youth." Local communities call them "disconnected." In Oklahoma, this population numbered approximately 80,000 in 2024, representing roughly $2.5 billion in annual lost productivity and future fiscal costs.11
The existing response landscape offered two options, both inadequate. Traditional GED programs provided credentialing without formation: a diploma mill that restored no purpose, built no character, and connected to no employer. Job Corps and similar residential programs provided intensive services but at costs exceeding $30,000 per participant annually, with completion rates below 40%.12
Tekton was designed to fill the space between these two failures. The model combines classical education principles (the cultivation of virtue, mastery of foundational knowledge, formation of character) with skilled trades training connected to actual employer demand. The name itself is deliberate: tekton, the Greek word for craftsman, the same word used to describe the vocation of Joseph and Jesus in the gospels. Craft is dignified work. The name says so.
Population: Opportunity youth ages 16–24, neither enrolled nor employed. Priority given to those with family responsibilities.
Structure: Microschool cohorts of 12–15 students. Two-year program. Half-day classical academics, half-day skilled trades (construction, welding, HVAC, electrical).
Formation: The 10 Virtues curriculum, a character development framework drawn from classical and theological sources, adapted for secular delivery. Weekly seminar, daily practice.
Employer connection: Apprenticeship placement with partner contractors beginning in semester three. Employer advisory board reviews curriculum quarterly.
What comparable programs suggest. The Tekton model tests three hypotheses. First, that opportunity youth respond to high expectations. Evidence from classical microschool models nationally indicates that rigorous curricula (reading primary texts, engaging in Socratic dialogue, writing argumentative essays) produce engagement rates higher than vocational training alone. Second, that employer partnerships work best when employers help design the curriculum and participate in student development, a pattern documented in career-connected learning programs like PEAK Innovation Center and Blue Valley CAPS. Third, that a two-year timeline is sufficient for full independence. Comparable workforce programs suggest that family instability (housing disruptions, childcare gaps, and legal issues) causes more program interruptions than academic difficulty. Tekton's design includes a family navigator position from the outset, a dedicated staff member who connects student families with existing social services. Evidence from navigator programs in similar populations suggests this addition can reduce disruptions by approximately 30–40%.
Case Study 2: Ready Set Thrive
CAREER-CONNECTED HIGH SCHOOLS VIA SEED GRANTS
Ready Set Thrive addresses a different gap: the disconnect between what high schools teach and what employers need, at the system level rather than the individual level. Where Tekton serves opportunity youth who have already fallen out of the system, Ready Set Thrive intervenes within the system itself, redesigning how high schools connect academic learning to career pathways.
The mechanism is a competitive seed grant program. High schools apply for grants of up to $225,000 over three years to design and implement career-connected innovation centers: physical spaces within the school building where students work on projects defined by local employer partners, earn industry credentials alongside academic credit, and build portfolios of applied work that serve as both college applications and job applications.
Superintendent commitment: Superintendent must co-sign the application and commit to sustaining the innovation center beyond the grant period.
Employer partnership: Minimum three local employers must commit to: defining project briefs, mentoring students, and interviewing completers for employment or apprenticeship.
CTE integration: The innovation center must be integrated into the district's CTE pathway structure, not operated as a standalone club or extracurricular.
Measurement plan: Applicants must specify how they will track: student enrollment by demographics, credential attainment, and post-graduation placement.
Projected indicators. Based on outcomes from comparable career-connected learning programs (PEAK Innovation Center, Blue Valley CAPS, NAF academies), SEED projects that funded schools will see measurable increases in CTE pathway enrollment (comparable programs report 15–25% increases in Year 1), higher student attendance on innovation center days compared to traditional schedule days, and strong employer engagement exceeding the minimum three-employer commitment. The key success metric: whether participating superintendents include innovation center operating costs in their district's base budget following grant expiration, signaling the kind of institutional adoption that makes spin-off unnecessary. The school itself absorbs the model.
Tools & Templates
The assessment instruments, planning templates, and evaluation tools referenced throughout the preceding sections are compiled here. Each tool can be used as-is or adapted to your local context. They are deliberately simple (one page each, minimal jargon) because the people who will use them are busy and already skeptical of consultants bearing binders.
Tool 1: Community Assessment Worksheet
| Domain | Indicator | Local Value | State Avg. | Status |
|---|---|---|---|---|
| Society | Single-parent household rate | |||
| Society | Municipal voter turnout | |||
| Society | Active civic organizations (count) | |||
| Education | 3rd-grade reading proficiency | |||
| Education | High school graduation rate | |||
| Education | CTE pathway completion rate | |||
| Economic Dev. | Unemployment rate | |||
| Economic Dev. | Median household income | |||
| Economic Dev. | Active apprenticeship programs (count) |
Tool 2: Convening Agenda Template
Tool 3: Measurement Dashboard Template
| Metric | Baseline | Year 1 | Year 2 | Year 3 | Target |
|---|---|---|---|---|---|
| Employment rate | |||||
| Median earnings | |||||
| Credential attainment | |||||
| Family Flourishing Index | |||||
| CTE placement rate | |||||
| Civic participation score | |||||
| Employer satisfaction score | |||||
| Housing stability rate |
Tool 4: Spin-Off Readiness Scorecard
| Readiness Criterion | Not Started | In Progress | Complete |
|---|---|---|---|
| Board of directors seated | |||
| Legal entity formed | |||
| Tax-exempt status received | |||
| Executive director hired | |||
| Diversified funding (40% rule met) | |||
| Three-year strategic plan adopted | |||
| Independent financial controls | |||
| Evaluation contract in place | |||
| Brand identity deployed | |||
| Data systems transferred | |||
| SEED MOU signed |