Directions: Follow the instructions in blue and delete them when you are done.
Scope of Support
[Organization Name]

Scope of Support defines the collaborative working partnership between Social Venture Partners and our nonprofit partners. The goal of our partnership is to ensure that you excel as an organization and can deliver programs and services sustainably and in greater quality, quantity and scope. While not a contract, this document supports alignment and describes the projects we intend to undertake together, the measurable changes you wish to achieve, and how you expect them to affect your overall programs or services. This is a working document that we will adjust together as needed as our work together evolves.

Organization
Date	Date drafted
Engagement Period	Indicate expected timeframe of the overall engagement (e.g. range of months); extensions may be offered but should be revisited at the end of the anticipated time period. For Investees, indicate which year is covered (e.g. Year One: July 1, 2021 – June 30, 2022).
Nonprofit’s Mission	Briefly summarize the nonprofit’s mission statement, key objectives and significant programs (2-3 sentences).
Background	Include any relevant background information from the application materials, initial meeting, or other discussions. Briefly describe why organization is seeking SVP support at this time. Consider linking to relevant application materials or other documents.
Annual Revenue (Last Fiscal Year)	Provide the annual revenue for last fiscal year; if a more recent time period is more relevant, please use that one and change the label.
Team
SVP Team	List team member names, emails, phone numbers, and indicate Lead Partner.
Key Nonprofit Staff	List staff members names, titles, emails and phone numbers, and indicated the primary contact person (should be the executive director/CEO).
Scope
Overall Project Outcome	Describe what will be different about the organization if the project goals are met.
Overall Project Description	Describe the overall intent of this project and reference the relevant support areas listed below. Detail for projects related to each support area should be included in the subproject sessions below. Board Governance Communication & Messaging Facilities, Real Estate & Infrastructure Finance & Budget Planning Human Resources Information Technology Leadership Development Legal Marketing Operations Program Development & Evaluation Revenue Stream Development Strategic Planning
Sub Project #1
Goal	How will this impact your organization (programs, funding, staffing, or other aspects of your organization)?
Support Area	Reference the support area listed above and indicate which support area/s this project covers.
Description	Describe how this project is expected to proceed, including pace of meetings, any deliverables, etc.
Timing	Indicate which months/quarters this project will span.
Sub Project #2
Goal	How will this impact your organization (programs, funding, staffing, or other aspects of your organization)?
Support Area	Reference the support area listed above and indicate which support area/s this project covers.
Description	Describe how this project is expected to proceed, including pace of meetings, any deliverables, etc.
Timing	Indicate which months/quarters this project will span.
Sub Project #3
Goal	How will this impact your organization (programs, funding, staffing, or other aspects of your organization)?
Support Area	Reference the support area listed above and indicate which support area/s this project covers.
Description	Describe how this project is expected to proceed, including pace of meetings, any deliverables, etc.
Timing	Indicate which months/quarters this project will span.

Please repeat sections above for additional sub projects as needed.

[For Investees only:] Tracking Indicators
Summary of Growth and Progress

Description	At Application	End of Year 1	End of Year 2
Total Budget ($)
Revenue ($) Fiscal Year End
Cash Reserves ($ total & months on hand)
Staff Size
# of Clients Served (if applicable)
# of Volunteers (if applicable)
Success Measurements
Measure #1	Measurements the nonprofit uses to define success
Measure #2	Measurements the nonprofit uses to define success
Measure #3	Measurements the nonprofit uses to define success

Please add additional measurments as needed and/or attach supplemental information.