Earned Revenue Implementation
This module focuses on different Fee-for-service opportunities, such as consulting, applied products and technical assistance.
It also provides an understanding of what constitutes fee-for-service across the following buckets: Product Development, Research, and Technical Assistance.
DATE
July 31, 2026
TIME
12:00 pm - 1:30 pm ET
VENUE
Session Agenda
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Welcome and Ice Breaker
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Review of Last Module
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Module 6: Earned Revenue Implementation
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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.
Audience Segmentation
This playbook provides a practical guide for non-sales founders to effectively sell SaaS products. The book outlines when to move from self-service to sales-supported SaaS, how to hire and compensate sales reps, and strategies to handle objections, optimize demos, and increase customer lifetime value. It also covers advanced tactics like selling to enterprises and governments, handling customer churn, and structuring upsells and annual contracts for sustainable growth.
This guide outlines how to develop an integrated, data-driven B2B marketing strategy including SEO, content, email, advertising, and social media, tailored to the complex healthcare buyer journey. The guide emphasizes customer education, trust-building through thought leadership, omnichannel engagement, and use of marketing automation to drive lead generation and long-term retention. It also includes criteria for selecting the right marketing agency, managing budgets, and navigating trends like AI, interoperability, and digital patient experience.
Data Agreements templates and MOUs (Memorandums of Understanding)
This guide provides a detailed roadmap for healthcare SaaS companies to attract and retain customers in a competitive, slow-moving market. It emphasizes creating a comprehensive strategy built on inbound and outbound tactics, high-quality content, marketing automation, SEO, and a well-defined buyer persona. The guide also highlights the importance of team alignment across marketing, sales, and development, and encourages long-term, personalized engagement rather than quick-win campaigns. It includes practical tips for maximizing ROI and adapting to trends like AI, voice search, and hyper-personalization.
This document offers a detailed, practical roadmap for creating effective interagency MOUs, especially within human services and aging sectors. It explains the purposes and types of MOUs, outlines stages of negotiation (planning, drafting, and finalization), and provides legal and operational guidance.
This document provides a comprehensive framework for establishing formal partnerships between academic institutions and employer partners. It defines mutual responsibilities, program structure, intellectual property rights, FERPA compliance, data security, marketing, and revenue sharing. The template includes detailed clauses on governance, confidentiality, legal indemnity, payment terms, and joint oversight, tailored for educational programs co-developed with industry.
The ACT Government Data Sharing Agreement Template is a formalized framework for documenting and managing data sharing between two or more parties. It outlines key components including purpose, project details, roles of data custodians and requestors, data handling protocols, data security measures, legal compliance (e.g., privacy laws and intellectual property), and expected outputs.
This document is a template that details key contractual elements including specifications, delivery terms, inspection and acceptance, payment procedures, warranties, and compliance with laws and donor regulations (notably USAID). The contract emphasizes accountability through clauses on confidentiality, anti-corruption, anti-trafficking, audit access, dispute resolution via arbitration, and protection of intellectual property.
This template details the scope of work, compensation structure, reporting requirements, term and termination clauses, indemnification, and insurance requirements. The agreement includes strong provisions for compliance with federal, state, and local laws, nondiscrimination, confidentiality, and intellectual property rights. It also outlines audit rights, subcontracting rules, dispute resolution procedures, and ownership of deliverables. This contract ensures accountability, transparency, and legal compliance in consultant engagements for publicly funded projects.
Mission-Alignment Assessment Tool
This CDO Playbook is a strategic guide created to support Chief Data Officers (CDOs) in federal agencies as they navigate their evolving leadership roles. It outlines four key “plays”: building stakeholder relationships, promoting data sharing across silos, fostering a data-driven culture, and driving transformation through mission-aligned data strategies. The playbook emphasizes quick wins, stakeholder engagement, data literacy, and aligning data initiatives with agency goals. It also provides actionable steps, real-world examples, and tools to help CDOs move from compliance-driven roles to transformative leadership positions.
This provides a comprehensive collection of sample policies to guide nonprofit organizations in establishing strong governance and operational standards. It includes templates for document retention, financial management, gift acceptance, personnel and volunteer conduct, whistleblower protections, and conflict of interest policies. The toolkit also features sample board policies such as executive compensation approval and fundraising ethics. Designed as an educational resource, it helps nonprofits ensure legal compliance, transparency, and accountability across all aspects of their operations.
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.
The CMIS Assessment Toolkit, developed with support from USAID and the Data for Impact project, is a comprehensive guide designed to help governments, NGOs, and technical teams assess or plan the implementation of Case Management Information Systems (CMIS). Though this one focuses on child welfare, it houses two components relevant to understanding mission alignment: Organizational Self-Assessment, including stakeholder mapping and resource evaluation, and a CMIS Assessment Tool that scores systems across seven themes (e.g., usability, interoperability, security). The toolkit promotes participatory, team-based evaluation and offers worksheets and criteria to ensure the selected CMIS fits the local context, legal frameworks, and operational realities.
This toolkit outlines steps for building internal alignment, storytelling, audience identification, and message clarity to promote culture change around the anchor mission approach. It includes examples from hospitals and universities, communication templates, and story collection practices to foster stakeholder buy-in and amplify impact. It emphasizes using personal stories, data visualizations, and cross-departmental coordination to drive equity-centered institutional narratives.
The guide emphasizes tools like ESG integration, restriction screening, and shareholder engagement, and encourages organizations to activate their full asset portfolios, including talent and governance, for maximum social and environmental impact. It provides actionable steps, best practices, and real-world examples to help institutions achieve long-term, mission-aligned transformation.
This toolkit is a self-assessment tool designed for NGOs to evaluate their capacity across 13 core organizational capabilities such as strategic clarity, governance, leadership, fundraising, and monitoring and evaluation. Each capability is broken into sub-capabilities with detailed performance levels (1–4), helping organizations identify strengths, gaps, and priorities for growth. The guide supports strategic planning, internal reflection, and long-term capacity building tailored to each organization’s mission and stage of development.
This toolkit helps nonprofits evaluate how well their organizational culture supports data-informed decision-making. It defines being data-informed as using data to guide learning, ask questions, and improve outcomes—distinct from being purely data-driven. The tool is built around three pillars: clarity (alignment with mission and leadership expectations), capacity (analytic skills and resources), and culture (safe, collaborative learning environments). The assessment includes a scoring framework and prompts for reflection, aiming to foster sustainable, organization-wide improvements in data use and decision-making.
This toolkit uses a four-method approach: group assessments, individual assessments, key informant interviews, and desk reviews, measuring across dimensions like status, quality, technical autonomy, and financial autonomy. The toolkit includes Excel-based workbooks, dashboards, and analysis tools covering 12 M&E capacity areas, supporting organizations in identifying gaps, prioritizing investments, and developing actionable capacity-building plans.
This guide help school districts [relevant to data dashboards] build and maintain a culture of data-informed decision-making. Each module includes objectives, tools, and resources (like protocols, templates, and checklists) designed to help district teams move from data collection to actionable insights. The toolkit emphasizes capacity building, inclusive participation, and sustainable practices to embed data use across all levels of a school district.
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. It includes design principles, sample templates, and a bonus dashboard generator tool to support organizations in creating customized reporting systems.
Stakeholder Analysis matrix
Value Proposition Tools
This guide outlines best practices for creating tailored dashboards that serve the distinct needs of strategic (executives), tactical (middle managers), and operational (frontline) 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—from defining objectives and conducting research to applying insights and measuring outcomes—emphasizing 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 outlines a seven-step framework covering preparation, data selection, stakeholder engagement, performance measurement design (including logic models and SMART objectives), and dissemination through tools like dashboards. The toolkit emphasizes community asset mapping, participatory evaluation, and addressing systemic racism, while offering worksheets, assessment tools, and real-world examples. It is designed to support LHDs at various stages of readiness in embedding equity into their performance improvement efforts.
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. The toolkit emphasizes using plain language, relatable examples, and culturally relevant messaging to convey how public health benefits entire communities. 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. The toolkit includes exercises, templates, and assessment tools to help teams align stakeholders, quantify impact, and make a strong case for participation and investment.
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. The toolkit emphasizes using plain language, relatable examples, and culturally relevant messaging to convey how public health benefits entire communities. It includes planning worksheets and links to additional resources on health equity, emergency communication, and navigating polarization.
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. The study highlights that most research focuses on single-request and query-based pricing, while practical applications remain under explored. It underscores the complexity of pricing intangible, shareable data assets and calls for more real-world research to bridge theory and practice in sustainable data monetization.
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.