Milestone 1: Build Your Team for Long-Term Success
Milestone 1: Build Your Team for Long Term Success - Starts February 2026
Three-month live virtual education program with optional coaching.
Based on the results of our optional team readiness assessment, some already formed teams may move directly into Milestone Two.
What This Milestone is About:
This is the starting point for lasting, cross-sector collaboration. In this milestone, your team will come together around a shared purpose, begin building trust, and set a clear direction for your work. You’ll identify who needs to be at the table, why this work matters, and how you’ll move forward together. It’s not about jumping into action, it’s about laying the groundwork: forming the right team, defining what success looks, using baseline data to drive decisions from the start, and getting aligned on your community’s most pressing needs and opportunities.
Why This Milestone Matters:
Big change starts with the right team. This milestone gives your work a strong foundation by helping you build trust, align your purpose, and clarify how you'll work together. When cross-sector teams skip this step, they often struggle with confusion, turf issues, or misaligned priorities later on.
What You’ll Advance:
- Cross-Sector Team
Form or grow a team whose membership reflects your community’s priorities and diversity of perspectives. - Living Team Plan
Draft or refine your shared mission, vision, and values; clarify each member’s roles and responsibilities; and agree on how you’ll communicate and make decisions. - Case for Change and Goal Statement
Clarify your team’s “burning platform” — the urgent reason for acting together — and draft a long-term goal that captures the impact you hope to make. - Readiness Assessment Insights
Complete the Team Readiness Assessment and identify 2–3 priority areas for improvement. - Baseline Community Scorecard
Generate a customized digital scorecard of key community measures using our Common Community Scorecard. - Partner Pitch Deck
Create a concise slide deck to explain your work, rally stakeholders, and secure early buy-in.
Optional: Community Results Statement
Develop a concise summary of the population-level quality of life outcomes your community is working to improve.
