Copyright © 2007 — Community Wealth Ventures, Inc. — 1 Exercise #1: Asset Identification People What people are particularly valuable to the organization? (name recognition, skill sets, etc) Audience/special relationships What are the key strengths of the organization’s audience (e.g.., size, demographics, psychographics, loyalty, etc). What other key relationships does it have? Programs/proprietary content/events What are the key programs or content that the organization has at its disposal? Skills/expertise What kinds of skills and expertise does the organization’s staff have? What about the Advisory Board? Volunteers? Tangible assets/facilities What does the organization own or have the right to use? Real estate? Program related equipment? Collections, stock, materials? Reputation What does the organization’s name mean in the community? To whom? Other Copyright © 2007 –Community Wealth Ventures, Inc.

Copyright © 2007 — Community Wealth Ventures, Inc. — 2 Exercise #2: Potential Opportunities

Copyright © 2007 — Community Wealth Ventures, Inc. — 3 Ease of Implementation Financial Potential Easy High Low Hard Opportunity Screening