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LDR 6110: Leading Teams (Robbie)

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Dina Meky
270 Snell Library
360 Huntington Ave
Boston, MA 02115

Getting Started

Welcome to the course guide for LDR 6110 with Professor Robbie! Use the links included in this guide to help you begin your research for this course. It is important to use reliable, authoritative resources when researching. The resources provided here are carefully selected to provide a strong foundation for more powerful reports.

If you need additional guidance in locating resources, please feel free to contact me for an appointment.

About the project

NewWave Foundation (NWF) Partnership Strategy and Communication Plan for Financial Literacy

The NewWave Foundation (NWF) seeks to develop an age-appropriate financial literacy program focused on Black and Brown High School and College students within their community. The organization seeks partnerships with other nonprofits, local schools, and corporate partners to successfully launch this new initiative. Organizational leaders seek NEU student support to establish a strategy and communication plan and identify potential partner contacts in this endeavor.

Goal: The desired outcome of the XN Project is a comprehensive partnership strategy and communication plan using an understanding of the financial literacy needs of the student population, and the identification of schools/corporations/nonprofits looking to contribute to achieving positive financial literacy outcomes for students. 


  • A list of potential contacts that may align with the organization's vision broken down by Schools vs. Corporations vs. Nonprofits.  Please include contact information and the team's rationale on why each school/corporation/nonprofit listed may be a good fit for NewWave Foundation.
  • A partnership strategy plan based upon the organization's financial literacy goals, including a proposed timeline detailing the benchmarks to be achieved from the inception to the execution phase.
  • A communication plan based upon the organization's financial literacy goals, including a proposed timeline detailing the benchmarks to be achieved from the inception to the execution phase.

Strategic and Communication Plans

Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, ensure that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization’s direction in response to a changing environment.  Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful. This is different from a business plan.

A communication plan is a policy-driven approach to providing company stakeholders with certain information. Communication plans are typically used in business settings to ensure all parties have the latest updates on projects, goals and objectives.

  • What communication channels are we using? What is each channel used for?

  • When should we communicate in person vs. asynchronously?

  • What are the project roles? Who is the project manager? Who is on the project team? Who are the project stakeholders?

  • How are important project details, like project status updates, going to be communicated? How frequently will these be shared?

You and your team have the flexibility to choose how to write the plan. But there are some example templates here, here, and here.

Key Resources (Databases)


The databases listed below are core databases for general non-profit and marketing research.

Marketing research often requires using interdisciplinary databases, articles and demographics, company and industry data, and more.  

Research Tips

To get started, below is a list of helpful search strategies, tips, and best practices to get you started. Try these keywords as suggestions (use your own for a more specific results page for your report)


  • "nonprofit" AND "strategic plan*"
  • nonprofit organizations AND evaluation
  • nonprofits AND business models
  • "marketing plan" AND nonprofit
  • "case stud*" AND marketing plan AND nonprofit

General Non-Profit Information

Strategy and Partnership Plan Resources

Boston Burlington Charlotte London Nahant Portland San Francisco Seattle Silicon Valley Toronto Vancouver