Asset Mapping & Earned Revenue Introduction
This module focuses on understanding internal infrastructure and revenue generating assets, skills to map organizational strengths, fundraising strategy, various earned revenue models, and assessing organizational readiness for new revenue models.
DATE
June 17, 2026
TIME
12:00 pm - 1:00 pm ET
VENUE
Session Agenda
-
Welcome and Ice Breaker
-
Review of Last Module
-
Module 4: Asset Mapping & Earned Revenue Introduction
-
Closing and Next Steps
PRESENTERS
Managing Director at Envoy
Salomon Moreno-Rosa
Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform inclusive hiring, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.
Alejandra Piers-Torres
Manager at Envoy
Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.
Rothschild Toussaint
Associate at Envoy
Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.
Mission-Alignment Assessment Tool
This step-by-step guide designed to help nonprofit leaders understand the full, true costs of operating their programs. It walks users through six structured steps—from defining program scope and gathering financial data to allocating direct and indirect costs and applying the findings. The toolkit emphasizes informed decision-making for budgeting, pricing, fundraising, and program prioritization by clarifying both financial sustainability and mission alignment.
This toolkit includes design principles, sample templates, and a bonus dashboard generator tool to support organizations in creating customized reporting systems. It outlines methods for defining meaningful metrics rooted in mission, planning, and performance goals, and explores three dashboard types: scorecard, graphic, and digital. It emphasizes how dashboards can help boards monitor outcomes, spot risks, and align with strategy without becoming overwhelmed by data.
Stakeholder Analysis matrix
Value Proposition Tools
This guide outlines best practices for creating tailored dashboards that serve the distinct needs users. The document also showcases the powerful capabilities of SAS Visual Analytics—including self-service data prep, augmented analytics, and location-based insights, for building interactive, collaborative dashboards. It concludes with design principles for maintaining clarity, consistency, and user engagement across dashboard products.
This toolkit walks users through an 11-step segmentation process that emphasizes both low-cost and advanced strategies. The toolkit includes worksheets, case studies, research planning guides, and persona development tools, and highlights segmentation's role in tailoring products, services, and communications.
This toolkit provides a framework and step-by-step methodology for evaluating digital health systems. The toolkit includes planning guides, case scenarios, evaluation study designs, domain maps, sample protocols, and annotated bibliographies. It emphasizes maturity models, stakeholder engagement, cost-effectiveness, and practical metrics to ensure sound and scalable evaluation in complex healthcare environments.
This toolkit addresses widespread misconceptions about public health and provides tested talking points, storytelling strategies, and situational templates for media, community events, and online engagement. It includes planning worksheets and links to additional resources on health equity, emergency communication, and navigating polarization.
This toolkit is a comprehensive guide to help regional health collaboratives, nonprofits, and public sector coalitions craft compelling narratives that inspire stakeholder engagement. It breaks down the process into four components: a shared vision, current reality, the value of closing the gap, and the unique value each organization adds.
Asset Mapping
Earned Revenue & Strategy
For organizations seeking an effective funding model, a helpful first step is benchmarking against similar organizations. This process combines quantitative assessments, such as comparing revenue mixes among peers, as well as qualitative, like identifying best practices and emerging trends. Benchmarking can provide a holistic view of the funding landscape, including clear paths to long-term sustainability.
Monetization
This toolkit establishes the strategic foundation for monetization by defining vision, evaluating capabilities, identifying high-value opportunities, and planning delivery pathways. It ensures that monetization efforts are aligned with national priorities, technically feasible, financially sustainable, and positioned to maximize the economic and societal value.
This handbook provides the first systematic attempt to generate a framework and industry-specific models for the measurement of impacts on customers and the environment from use of products and services, in monetary terms, that can then be reflected in financial statements with the purpose of creating impact-weighted financial accounts.
Additional Resources
Communities face complex issues that no single organization can solve alone. Healthy Places by Design has more than 20 years of experience providing practice-tested services that build the capacities needed in communities to translate funding and other assets into equitable and sustainable outcomes. Our services can be delivered as stand-alone engagements or integrated into funded initiatives and cohort-based strategies.
Sales Guidance for Data Dashboards and SaaS
This document covers foundational concepts like the 5Cs of pricing, pricing throughout the product life cycle, and models such as cost-plus, skimming, penetration, and dynamic pricing. The guide includes real-world case studies, optimization workflows, and pricing dashboards, positioning pricing analytics as a critical tool for improving profitability, customer segmentation, and long-term market success.
This document encourages aligning pricing metrics with customer value, simplifying pricing and packaging structures, and tying sales incentives to pricing outcomes. Through survey data and case studies, it illustrates how companies that implement these strategies outperform peers in profitability and growth, especially amid economic uncertainty.
This document is a review of academic literature on pricing strategies for data products in digital marketplaces. It categorizes mechanisms into single-request pricing, volume packages, time-based subscriptions, two-part tariffs, and freemium models, with further analysis of approaches like auctions, game theory, and privacy-aware pricing.
This document outlines critical steps for translating a pricing strategy into measurable business results, particularly in B2B settings. It emphasizes making pricing a top management priority, developing a phased and ambitious pricing roadmap, assigning an experienced program manager, and embedding tools and systems to support execution. The guide also stresses the importance of governance, salesforce training, KPI tracking, internal communication of early wins, and continuous improvement through pilot programs.