Capstone – Project

Non-Profit Compliance and Business Plan Review

A Collaboration Between

Engagement Synopsis

TECODE is an 501(c)(3) tax-exempt organization whose mission is to foster educational partnership to deliver practical workforce and entrepreneurship trainings that maximize the productive potential of each individual and increases the sustainable capacity of under-served communities worldwide. The goal of this engagement is to: 1) ensure that current corporate documents comply with all federal and state regulations, and 2) review and make recommendations to current draft business plan. At the conclusion of the project, students will have gained first hand knowledge of non-profit management, including initial setup, startup funding and strategic growth.

Company Information

Company
HQN/A
RevenueN/A
EmployeesN/A
StageN/A
Hiring PotentialN/A
Website

Company Overview

N/A

Industry Mentors

There are currently no supervisors assigned.

Course Info & Engagement Details

School-
Engagement Format -
Course
LevelN/A
Students EnrolledN/A
Meeting Day & TimeN/A
Student Time CommitmentN/A Per Week
Company Time CommitmentN/A
DurationN/A

Relevant Topics

Growth Strategy

Operations

Research & Development

Academic Mentors

There are currently no supervisors assigned.

Students

There are currently no students assigned.

Program Timeline

Touchpoints & Assignments Due Date Submission

Key Project Milestones

  • March 24, 2021 - Assess TECODE's compliance regarding the company’s transactions, labor practices and safety procedures.

    • What are the appropriate regulations for TECODE’s industry and jurisdiction?
    • Is TECODE currently fulfilling their internal compliance requirements? (E.g. bylaws, business transaction records, changes in operation or standards)
    • Is TECODE currently fulfilling their external compliance requirements? (E.g. state and federal requirements, including requisite annual reports, tax payments, FLSA requirements).
    • Are there any gaps in compliance that you identify from your analysis?

    Suggested Deliverable:

    Report/check sheet  including the following information: Document title, relevant regulations, changes/fitness, gaps in compliance, revision needed. Most appropriate format of this report to be determined by instructor/team.

  • March 25, 2021 - Critique existing business plan to determine if it is ready to present to potential financing sources.

    • Upon reviewing the current business plan, are there sections that are unclear or incomplete?
    • What key benefits does TECODE offer? Does the business plan clearly explain the needs that TECODE meets and how their outcomes compare/or are proposed to compare to others who offer these services?
    • Are the assumptions underlying the revenue/cost projections logical, realistic, and supported?
    • From a potential grantor’s perspective, does this organization like a good investment?
    • What suggestions do you have for strengthening the current business plan?

    Suggested Deliverable:

    Business plan “check-up” report, including recommendations for strengthening existing plan.

Project Resources

There are no resources currently available