1. 2012 CLIENTS

4. Real projects. Real results. Client Industry Problem Angel Island Conservancy Environment Strategy and tasks for realizing the Master Plan, specific plans for visitor facilities throughout the Island, and plan for meeting infrastructure needs during America's Cup Berkeley Science and Math Initiative Education Scaling and sustainability plan for 2012-16 to fully participate in national effort to prepare 100,000 excellent STEM teachers in the U.S. over the coming 10 years CVE, Inc. SE -workforce development Business plan for CVE as a whole and one of its three social businesses George Mark House Health Case for insurance reimbursement for services to terminally ill children and families Global Heritage Fund Environment Refine existing framework for describing impact (heritage, new income and employment, social impacts, and capability building and develop cases studies to assess impact of 2-3 projects Global Philanthropy Forum Philanthropy Platforms and services to support membership growth and financial sustainability Jewish Family & Children's Services of the East Bay Human Services Strategic plan to reexamine mission, prioritize opportunities, and plan financially for future Principal Leadership Institute – UCB Sch of Ed Education Growth plan for a less locally-bound set of leadership education services and a more sustainable financial structure Rosie the Riveter Trust Environment Business plan to define position, audiences, value propositions and marketing/communications, and develop longer-term revenue strategy Stern Grove Festival Arts /Music Design a membership program to engage the audience and sustain the festival financially. Tech Soup Global Nonprofit sector effectiveness - Develop a set of “ batched ” or operational menu options for future donors to grow country reach by 30% over 3 years. Tech Soup Global Nonprofit sector effectiveness - Develop growth strategy for using TSG ’ s unique global NGO database

5. Happiness Cycle- Client View Start Wk 3 Wk 7 Mid-R Final mtg Wk 13

6. Happiness Cycle Start Wk 3 Wk 7 Mid-R Final mtg Wk 13

8. Key Events Hard work January February March April 1/20 Kick-off @ McKinsey 3-5pm (all partners) Week of 3/12 Mid-term Progress Review (teams) More Hard work Week of 4/30 Final Presentation (teams 5/4 Finale— report-outs & evaluation @ McKinsey 3-5pm

10. Work Session Locations Team Room Angel Island Conservancy 4721 Berkeley Science and Math Initiative 4724 CVE, Inc. 4726 George Mark House 4728 Global Heritage Fund 4730 Global Philanthropy Forum 4732 Jewish Family & Children's Services of the East Bay 4734 Principal Leadership Institute – UCB Sch of Ed 4753 Rosie the Riveter Trust 4755 Stern Grove Festival 4759 Tech Soup Global Marvin’s Tech Soup Global Marvin’s

11. Contact Information Nora Silver Director, Center for Nonprofit and Public Leadership and Adjunct Professor, Haas School of Business silver@haas.berkeley.edu 510.642.1625 Paul Jansen Director Emeritus, McKinsey & Company [email_address] Andrik Cardenas Director of Operations, Center for Nonprofit and Public Leadership, Haas School of Business andrik@haas.berkeley.edu 510.642.4884 Evin Guy Project Coordinator, Center for Nonprofit and Public Leadership, Haas School of Business [email_address] 510.643.1869