Capacity-Building Support

Relevant resources, workshops, and more—available on-demand.

Our Capacity-Building Offerings

As a part of Overdeck Family Foundation’s capacity-building support, grantees are able to access past offerings on relevant and timely topics to continue their learning. Here, you can find select items listed with short descriptions and additional resources, including recordings of live workshops and slide decks. These resources are only available to Foundation grantees—please do not share this page outside your organization.

Financial Planning

Scenario Planning in the Face of ESSER Expiration [Workshop]

Provider: Gretchen Upholt, David Clark, and Samantha Schaefer of BDO

Description: Explore the importance of balancing short- and long-term thinking while adopting flexible planning processes to help your organization navigate uncertainty. Learn key principles for effective scenario planning, identify critical questions and decision points, and gain hands-on experience with tools to support scenario planning efforts.

Recording (password: &69zPL=J), Slide Deck, Scenario Modeling Template, Narrative Template

People & Operations

Hiring Technical Talent: How to Compete in a Competitive Market [Workshop]

Provider: Alice Gibbs and Helen Resor of True Search

Description: Gain insights into current trends in the technical talent market while learning strategies to lead successful hiring processes, from outreach to finalizing offers. This workshop includes peer discussions to refine your approach to attracting top technical talent.

Recording (password: @99H%lHZ), Training Slide Deck, Templates

Legal Guidance for Internal AI Usage [Workshop]

Provider: Davis Wright Tremaine LLP

Description: Gain a comprehensive overview of AI’s legal and business implications, including contract terms and policy considerations. Participate in GenAI tool demos and explore best practices for nonprofit AI usage with expert guidance.

Recording (password: 2B6QUkE@), Slide Decks (Section 1, Section 2, Section 3), Template for Employee Policy for Use of GenAI Tools, Worksheets (Workshop 1, Workshop 2) Worksheet Answer Keys (Answer Key 1, Answer Key 2)

Leveraging AI for Data Analysis & Internal Operations [Workshop]

Providers: Adrienne Luczkow (TalkingPoints), Tom Sayer (Ello), Rajen Sheth (Kyron Learning)

Descriptions: Engage with experts to explore how AI can enhance data analysis and internal operations, overcoming challenges and maximizing opportunities. Breakout sessions provide tailored discussions on practical applications.

Recording (password: k+VSA4+s)

Potential Mergers & Acquisitions Strategies [Workshop]

Provider: James Marciano of Tuck Advisors

Description: Explore whether mergers and acquisitions align with your organizational goals by learning how to evaluate opportunities, prepare for transactions, and navigate the three key phases of M&A.

Recording (password: mM63T#1H), Training Slide Deck, Tuck Advisors’ M+A Matrix Tool on ChatGPT

Restructuring for Sustainability: Empowering Education Organizations Beyond ESSER Funding [Workshop]

Provider: Danielle Pickens of LumiTalent

Description: Understand how to navigate the impact of ESSER funding expiration by exploring restructuring options, decision-making criteria, and potential impacts on people and programs. This workshop also provides expert guidance to identify next steps tailored to your organization’s needs.

Recording (password: @0x5uk@2), Training Slide Deck, Pre-Mortem Resource

Revenue Models

Early Childhood Alternate Funding Sources [Workshop]

Provider: Kristi Preston and Stacey Moorehead of Watershed Advisors

Description: Gain a deep understanding of the federal funding landscape, including competitive grants, to align your revenue growth strategy with educational purchasing trends. Tailored sessions for OST/STEM, Early Childhood, and K-9 sectors provide actionable insights for sustainable funding.

Recording (password: 2g&$XQ6B), Training Slide Deck, Grant Forecasting Site

K-9 Alternate Funding Sources [Workshop]

Provider: Kristi Preston and Stacey Moorehead of Watershed Advisors

Recording (password: tQ@Z5s8@), Training Slide Deck, Grant Forecasting Site, Leveraging Federal Funds Guidance

OST/STEM Alternate Funding Sources [Workshop]

Provider: Kristi Preston and Stacey Moorehead of Watershed Advisors

Recording (password: 3q%4tA1h), Training Slide Deck, Grant Forecasting Site

Strategic Growth & Market Demand

AI in Education: What We Currently Know and Where We Think It’s Heading [Workshop]

Provider: John Bailey of Vestigo Partners

Description: Discover the latest advances in AI technology, policies, and applications in education through live demos and practical discussions. This workshop offers foundational insights to help leaders navigate AI’s evolving landscape.

Recording (password: JL&@Y29f), Training Slide Deck

Customer Acquisition & Retention in a Competitive Market [Workshop]

Provider: Margo Wright and Andrea Schieve of EdSolutions

Description: Develop a comprehensive go-to-market strategy that optimizes the sales process, leverages pilot programs, and strengthens long-term customer relationships. This session emphasizes using KPIs and feedback to refine customer support and retention practices.

Recording (password: #J1pRJLi), Training Slide Deck, Customer Source Mapping, Retention Strategy Blueprint, Math Mindz Strategy Brainstorm

Empowering Products with AI: Insights from Top Innovators [Workshop]

Providers: Michelle Brown (CommonLit), Peter Gault (Quill.org), Sarah Johnson (Teaching Lab), Vicki Zubovic (Khan Academy), Merry Helou (Zearn)

Description: Listen to a panel discussion with leading innovators to explore AI’s role in product design, development, and deployment. This workshop includes breakout sessions focused on strategies to integrate AI for maximum impact.

Recording (password: &U^2wwv?)

Sales Skills in a Competitive Market [Workshop]

Provider: Beth Mejia of EdSolutions

Description: Learn how to develop and execute effective sales strategies, including identifying and qualifying leads, preparing for customer interactions, and measuring success through key metrics. Enhance your sales efforts to drive business growth with practical tools and a targeted sales plan.

Recording (password: RGR$Q55W), Training Slide Deck, Miro Board, Sales Script Template, Sample Sales Script Questions, Role Play Exercise