Instructional Content: Module 6 - Delivering Value
Welcome to the hands-on guide for Module 6! If the slides outlined the "why" and "how" of co-creating value, this is your blueprint to execute it flawlessly. We'll turn your Module 5 meetings into shared successes—focusing on collaborative delivery that exceeds expectations, ensures partner presence, and captures proof (testimonials) for future wins. This isn't just follow-through; it's the trust-builder that makes funding inevitable in Module 7.
Plan for 30-45 minutes: 10 min prepping a delivery plan for one active partnership, 15 min scripting co-execution and extras, 10 min on testimonials. By the end, you'll have a logged plan in your workbook's new "Delivery Tracker" tab (add columns: Partner, Co-Role, Extras, Testimonial Plan). Use the South Carolina financial literacy nonprofit's bank workshop as our example—co-execution led to on-site accounts and funding.
Pro Tip: Treat delivery as a partnership audit: Involve them early (post-meeting call), document everything, and loop in extras proactively. Professionalism is key—timely, polished, enthusiastic.
Step 1: Prep Your Delivery Plan (Co-Create from Day 1)
Start with a joint planning session to assign roles—never go solo. This sets shared ownership.
Quick Prep Exercise:
- From your Outreach Tracker (Module 5): Pick 1-2 active partnerships (e.g., meeting booked).
- Schedule: 15-20 min call within 48 hours of agreement (use Calendly: "Let's co-plan our workshop collab!").
- Guiding Questions for the Call:
- "What role excites your team? (E.g., Staff co-facilitator, volunteers on-site?)"
- "How can we ensure your presence maximizes impact? (E.g., Booth setup, photo ops?)"
- "Any tweaks to the prop for your goals?"
Time: 10 minutes.
Example (Financial Literacy Nonprofit): Post-meeting call: Bank assigns 2 reps to co-lead; you handle intros. Presence: Reps at a branded booth—ensures visibility and leads.
Real-World Tie-In: Home Depot pre-plans with Habitat: They assign volunteers for builds; Habitat handles logistics. Joint calls ensure everyone's hyped.
Step 2: Execute with Presence & Over-Delivery
During delivery, prioritize their involvement—boots on the ground—and layer in unpromised value to wow.
Step-by-Step Execution:
- Pre-Delivery Hype: 24 hours before, confirm: "Excited for tomorrow—your reps ready? Here's the agenda."
- On the Day:
- Welcome their team warmly (e.g., name tags, intro shoutout).
- Co-Execute: Guide their role actively (e.g., "Sarah, dive into your banking tips now—audience is engaged!").
- Ensure Presence: Position them visibly (e.g., shared stage, booth with your materials).
- Over-Deliver: Spot extras? Act (e.g., Extend slot to 15 min; share attendee list for follow-up).
- Post-Delivery Wrap: Same-day thank-you email: Recap wins (e.g., "20 chats at your booth!"), attach photos/metrics.
Checklist for Wow Factor:
- Their role clear and fulfilling? (No solo acts.)
- Ground presence locked? (Staff/volunteers there.)
- Extras delivered? (E.g., Custom impact summary PDF.)
- Professional polish: On-time, branded materials, positive energy.
Time: 15 minutes to script your plan (add to template under "Extras" column).
Example (Financial Literacy): Workshop day: Bank reps co-teach (presence: At podium + booth). Extra: You email post-event with "15 accounts opened—here's participant feedback." Unpromised: Tag them in a LinkedIn story—boosts their PR.
Real-World Tie-In: Home Depot over-delivers to Habitat with extra tool kits and volunteer training—beyond promised builds, leading to expanded funding.
Step 3: Capture Testimonials (Your Credibility Bank)
Testimonials from their on-ground rep are fresh proof—use for funding (Module 7) and outreach (social proof).
Collection Process:
- Timing: End-of-event or next-day call (e.g., "What stood out? Mind sharing a quick quote?").
- Ask Script: "Sarah, how did co-leading feel? Any impact on your goals? Would you share a 1-2 sentence testimonial for our records?"
- Formats: Quote (text), video (30-sec clip), or LinkedIn endorsement.
- Store & Use: Log in workbook; get permission to share (e.g., "OK for our site/proposals?").
Template for Testimonial Request Email (Post-Delivery):
Subject: [Partner Name]—Thanks for the Amazing Collab! Quick Feedback?
Hi [Rep Name],
What a session yesterday—your team's energy made it shine, and we loved seeing those booth connections spark! To celebrate, could you share a quick testimonial on the impact? (E.g., "The workshop access drove real community engagement for us.")
Feel free to reply here or hop on a 5-min call. Grateful for partners like [Company]!
Best,
[Your Name] | [Org]
Time: 5 minutes to customize.
Example (Financial Literacy): Rep: "Your audience was perfect—opened 15 accounts on-site. Game-changer for our local goals!" Use in funding proposal: "As [Bank Rep] said..." and next outreach: "See what [Bank] achieved with us."
Pro Tip: Aim for 1-2 per delivery—builds your "wins library."
Step 4: Supercharge with Grok (Plan & Polish)
Grok can brainstorm co-roles or extras tailored to your prop.
Prompt Template 1: Co-Execution & Presence Plan
"Grok, help plan delivery for a corporate partnership. My org: [mission summary, e.g., 'financial literacy workshops for SC families']. Partner: [Company], prop: [hook, e.g., '10-min workshop slot']. Their priority: [e.g., 'community accounts'].
Suggest: 3 co-execution roles for them (with ground presence), 2 over-delivery extras (unpromised value), and a 15-min post-delivery testimonial script. Keep collaborative, professional, and tied to mutual impact. Output as numbered lists."
Example Output Snippet:
- Co-Role: Staff co-facilitator—lead 10-min segment at podium (presence: Shared stage). Extras: 1. Attendee contact list for follow-up.
Prompt Template 2: Testimonial Refinement
"Grok, craft a post-delivery testimonial request for [channel, e.g., 'email']. Partner: [Name/Company], delivery recap: [brief wins, e.g., '15 accounts opened']. Tone: Grateful, concise. Include script for quote + permission ask. Output full message."
Your Action Item: Plan & Execute One Delivery
- Today: Pick 1 partnership, co-plan via call/email, log full details in Delivery Tracker (roles, extras, testimonial).
- Track: Rate post-delivery (1-5: Trust built?). Share anonymized testimonial in forum.
- Milestone: First co-execution done? Congrats—you're funding-ready!
- Like Home Depot's Habitat builds, your deliveries will echo in renewals and referrals.
- On to Module 7: The Ask. Deliver boldly!