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Lighthouse Community Development Corporation

Master Operational Execution Plan

Eight parishes · five seats · one shared board
Connecting to the shared board…

What this document is

One operating plan across two things that were built separately: the Foundation Library (governance, models, brand) and the Community Engagement & Outreach campaign (eight parishes, 57 openings). This page is the execution layer that sits underneath both — the phases, the named seats, and a tracker every party reads from the same copy.

The organising constraint. A new nonprofit with almost no money cannot run seven workstreams at once. So it does not. The plan is sequenced so that at any moment there is exactly one thing that must happen this week, one person who owns it, and one place everyone looks to see whether it happened.

Five phases, in order

Phases overlap deliberately — Phase 2 runs on the days between Phase 1 fairs. But the gates do not move: Phase 0 closes before any table goes up.

Phase 0

Make the table real

Weeks 1–2 · by Sept 20, 2026

No table goes up, no call gets made, until Phase 0 closes.

Everything downstream depends on two artefacts: a table kit that survives contact with a real fair, and a tracker every party can see. Skipping this means arriving at St. Tammany with nothing to hand anyone.

0 of 0 done
Phase 1

The autumn fair run

Now – Oct 25, 2026

Three parish fairs in twenty-two days. The only hard deadlines on the board.

Highest reach per dollar in the whole plan. One banner, one table kit, three parishes. Miss these and the next comparable window is eight months out.

0 of 0 done
Phase 2

The institutional track

Sept – Dec 2026 · runs parallel to Phase 1

Clerks, police juries, LDVA, aging network, faith associations.

Fairs create awareness; institutions create standing. A line in the parish minutes is a public record you can hand a funder. Work these on the days between fairs, not after.

0 of 0 done
Phase 3

Lock the 2027 cycle

Oct 2026 – Mar 2027

Applications for spring 2027 festivals close between Dec 2026 and Mar 2027.

The organisations that get booths ask in the autumn, not the week before. This phase is entirely deadline-driven paperwork — it is the cheapest phase to execute and the easiest to forget.

0 of 0 done
Phase 4

Make it a system

Jan – Jun 2027

Rhythm, evidence, and the first funded seat.

Turn a campaign into an operating cadence: recurring markets, monthly itinerant co-location, a quarterly evidence pack, and the case for funding the Outreach Lead permanently.

0 of 0 done

The three rules that keep this small

1 · One call list, one caller

Every phone number in this plan belongs to the Outreach Lead. Not the ED, not a board member, not a volunteer. Institutions remember one voice. Split the calling and you get two half-relationships instead of one whole one.

2 · Never put a staffer alone on a table

A veteran on the table converts. A staffer alone does not. If no Table Captain is available, the table is cancelled — that is a cheaper loss than a bad first impression in a parish you get one shot at.

3 · Ask for the letter before you need it

Letters of support, proclamations, and named liaisons cost a funder nothing and take six weeks. Collect them during Phase 2 while you are already in the room, not in the week an application closes.

What each phase must produce

Phase 0 → a table kit, five named people, a shared tracker, and a written definition of what gets counted.

Phase 1 → three fairs worked, sign-up sheets in the system within 48 hours of each.

Phase 2 → a card holder on eight clerk counters, minutes in at least four parish records, LDVA itinerant schedule in hand, one associational strategist relationship per region.

Phase 3 → every 2027 spring application filed before its deadline. Nothing else.

Phase 4 → a weekly rhythm that runs without the ED in the room, and a one-page evidence pack that makes the funding ask against reach already demonstrated.

Five seats. That is the whole organisation.

Not five employees — five seats, of which at most two are ever paid. Each seat is defined as much by what it does not do as by what it owns, because in a small nonprofit the failure mode is one person quietly absorbing all five.

Executive Director

Ed (founder) $0 6–8 hrs/week
Commitment
Unpaid / founder time
Owns
Approvals, signatures, funder conversations, parish council appearances, the message.
Does not
Does not make the routine calls. Does not run the table. If the ED is doing intake at a fair, the model has failed.
If unfilled
Cannot be delegated. This is the seat that signs.

Outreach Lead

First and only paid hire $1,600–2,200/mo 20 hrs/week
Commitment
0.5 FTE (20 hrs/week)
Owns
Every phone call in the tracker. Booth applications. Follow-up discipline. Owns the tracker as a daily instrument.
Does not
Does not set strategy. Does not sign anything. Does not speak to funders.
If unfilled
Until funded: ED does 6 calls/week, capped. Do not attempt the full call list unfunded — a half-worked list is worse than a short one.

Table Captain

Volunteer veteran, ideally 2–3 rotating $0 + mileage/meal 1–2 events/month
Commitment
Event-based
Owns
The table itself. Veteran-to-veteran conversation. Sign-up sheet. Nothing else.
Does not
Does not enter data. Does not promise services. Hands the sheet to the Steward and goes home.
If unfilled
No table goes up without a veteran on it. If no captain is available, cancel the table — a staffer alone converts near zero.

Data & Docs Steward

Volunteer or 0.25 FTE admin $0–800/mo 10 hrs/week
Commitment
0.25 FTE (10 hrs/week)
Owns
Tracker hygiene, sync integrity, intake sheets into the system within 48 hrs, the evidence file for funders.
Does not
Does not call. Does not decide priority.
If unfilled
Absorbed by the Outreach Lead at reduced quality. This is the second thing to fund, not the first.

Board Liaison

One named board member $0 3–4 hrs/month
Commitment
Volunteer
Owns
Parish council appearances, letters of support, the ask-for-the-letter-early discipline, faith-track introductions.
Does not
Does not manage staff. Does not touch the tracker beyond reading it.
If unfilled
ED absorbs, but a board face at a police jury reads better than a staff face. Use the board.

Who answers for what

Read the row, not the column. Every activity has exactly one A — the person who answers for it whether or not they did the work.

ActivityEDOLTCDSBL
Booth applications & fair logisticsARCI·
Phone calls to clerks, VSOs, aging, faithAR·IC
Parish council & police jury appearancesAC·IR
Running the table at an eventIARC·
Intake sheets into the systemIA·R·
Tracker hygiene & sync integrityAC·RI
Letters of support & funder asksR/A··IC
Quarterly evidence packAC·RI
Message & what may be claimed publiclyR/AI··C

R does the work · A answers for it · C is consulted first · I is told after. One A per row, always.

The seat that must never blur. The Executive Director is accountable for the message and the signature; the Outreach Lead is responsible for contact. The moment the ED starts making routine calls, the Outreach Lead stops being a role and becomes an assistant — and the calls stop when the ED gets busy.

The minimum viable staffing model

Built for a new nonprofit with effectively no budget. Three tiers, and you can execute meaningfully at Tier 0.

Tier 0 — unfunded · $0/mo

ED + Board Liaison + two volunteer Table Captains. Volume cap: six calls a week and one table a month. Work Phase 0 and Phase 1 only; hold Phase 2 to the clerk track, which is the cheapest institutional win available. Do not attempt the full 57-item list at this tier — a half-worked list reads worse to an institution than a short, complete one.

Tier 1 — first funded seat · ~$1,600–2,200/mo

Add the Outreach Lead at 0.5 FTE. This is the single highest-leverage dollar in the plan: it unlocks the full call list, the institutional track, and the 2027 applications simultaneously. Fund this before anything else — before an office, before a vehicle wrap, before a database.

Tier 2 — sustainable · ~$2,400–3,000/mo

Add the Data & Docs Steward at 0.25 FTE. Buys back the Outreach Lead's evenings and makes the evidence pack real. Until then, the Steward's work is absorbed by the Outreach Lead at reduced quality — which is acceptable for two quarters and corrosive after four.

What not to spend money on yet

Not a CRM. This page’s tracker is the shared system of record for plan execution — tasks, phases, seats. The live outreach tracker on the engagement site is the system of record for the entities themselves: contacts, venues, events, media channels and medical providers. Together they replace one. Salesforce for a 57-item list is a tax on attention.

Not an office. The clerk counter, the senior centre, the church lot, and the VSO itinerant point are all free rooms full of the exact people you are looking for.

Not printed collateral beyond the table kit. One earned card, one sign-up sheet, one banner. Nothing with a number on it you cannot substantiate.

Not a second paid seat before the first one is proven. One funded Outreach Lead with a quarter of evidence behind them makes the case for the second seat. Two unproven seats make the case for neither.

Time budget at Tier 1

SeatWeeklySpent on
Executive Director6–8 hrsApprovals, funder conversations, one parish appearance a month, Monday call.
Outreach Lead20 hrs12 hrs calling & follow-up · 4 hrs applications · 3 hrs tracker · 1 hr Monday call.
Data & Docs Steward10 hrsIntake entry, sync checks, evidence file. Tier 2 only.
Table Captain (each)Event daysOne or two events a month. No admin.
Board Liaison3–4 hrs/moCouncil appearances, letters, faith introductions.

The module portfolio

Twenty-one modules, A1 through G4. A status pill on the library home tells you where a module sits; it does not tell you what has to happen next, who is doing it, or what it is waiting on. This does.

Board approval is the gate. A module is not finished when the writing stops. It is finished when the board votes and the minutes record it. Everything below is sequenced backwards from that vote — and the packet deadline is ten days before the meeting, not the night before.

Where the portfolio stands

The six gates every module passes

Board calendar

Dates are blank on purpose — fill in your actual meeting dates and the packet deadlines follow from them. These save to the shared board, so everyone sees the same calendar.

Module by module

Shared execution tracker

Every openings from the outreach campaign, now carrying a phase and an owning seat. Changes save locally the moment you make them and sync to the shared board when connected.

How the shared context works

Two boards, one truth. Entity records live in the live outreach tracker (contacts, venues, events with cost analysis, media channels, and the Medical tab for hospitals, clinics and providers), shared through the enterprise database the moment they are saved. Execution tasks — who does what, in which phase, by when — live on this page and sync through the shared board below. Access to either is governed on the engagement site: credentials are issued through the Board Portal credential engine (ED, COO and CTO only), and the NDA Center records a category NDA for every person before access. Board briefing modules track per-member completion in the Board Portal, in sync with the training pages on this Foundation Library site.

The original tracker kept everything in one browser's localStorage under lh-outreach-tracker-v1. That means the ED, the Outreach Lead and a Table Captain each had a private copy and no way to reconcile them. This is the fix.

The model

Local first. Every edit writes to this device immediately, under the same key shape as before, so nothing is lost when there is no signal at a fairground.

Server second. When connected, edits push to lighthouse-backend — the Express + Postgres service already running for the enterprise, already carrying tenant scoping and JWT auth. No new infrastructure.

Last write wins, per field, with a log. Two people editing different fields on the same task both keep their change. Two people editing the same field: the newer timestamp wins and the older value is preserved in the activity log, so a conflict is recoverable rather than silent.

What has to be built

1 · Two tables on the existing schema. outreach_tasks (tenant_id, task_key, done, status, owner, when_date, note, updated_at, updated_by) and outreach_activity (append-only change log). Both follow the tenant_id pattern already used by veterans, partners and checkins.

2 · Three endpoints on the existing server. GET /api/outreach, POST /api/outreach/sync (batch upsert, returns merged state), GET /api/outreach/activity. Same JWT middleware as every other route.

3 · Logins for five people. The users table already carries a role column with outreach among its values. Create one user per seat; no new auth work.

4 · Point this page at it. Set the API base below and the sync bar goes live.

Why this and not a new tool

The backend is live, tenant-scoped, authenticated, and already deployed. Adding two tables and three routes is roughly a day of work and no new monthly cost. Every alternative — Airtable, Monday, a Notion database — introduces a subscription, a second login, and a copy of the truth that drifts from the one the enterprise already owns.

This is live. Pull and Push talk to /api/outreach on lighthouse-backend. Your edits save to this device instantly and reach the shared board when you press Push; Pull brings in everyone else's. Save file / Load file still work as an offline fallback.

Connection