Strategy

Board-level strategic priorities, checkpoints, and decision windows.

3High-priority action items
5Board-approved resolutions
4Active committees
0Special strategy sessions

FY2026 Operating Mandate

Board-approved strategic guardrails

These guardrails represent the boundaries the board has set for organizational decision-making. Any action that would exceed these limits requires board vote.

Reserve Floor
3 months operating expenses
Reserve Ceiling
6 months operating expenses
Program Ratio Target
≥ 75% program expenses
Growth Constraint
No more than 25% YoY expansion
Geographic Scope
West Virginia only through FY2026
Pilot Authorization
Board approval required for new programs

Strategic execution

High-priority board action items

All items
  • Complete annual COI disclosures for all board members
    HIGH · Due Apr 15, 2026, 12:00 AM · James Whitaker · OPEN
  • Recruit candidate for Finance/Investment/Risk board seat
    HIGH · Due Jun 1, 2026, 12:00 AM · Margaret Chen · IN_PROGRESS
  • Submit IRS Form 990 extension request
    URGENT · Due Mar 15, 2026, 12:00 AM · Patricia Alvarez · OPEN

Strategic calendar

Upcoming decision windows

  • Inaugural Board Meeting
    Jan 15, 2026, 11:00 PM · Full Board
  • Finance Committee Q1 Review
    Feb 20, 2026, 11:00 PM · Finance, Audit & Risk Committee
  • Q2 Pilot Review
    Go/No-Go decision on program expansion
  • FY2027 Planning Window
    Strategic plan refresh begins June 2026
  • Sponsorship Narrative Lock
    Board-approved before Q2 outreach

Institutional commitments

Board resolutions shaping strategy

All resolutions
NumberTitleStatusFORAGAINSTABSTAIN
RES-2026-001Adoption of BylawsAPPROVED700
RES-2026-002Appointment of Initial OfficersAPPROVED601
RES-2026-003Adoption of Conflict of Interest PolicyAPPROVED700
RES-2026-004Approval of FY2026 Annual Operating BudgetAPPROVED600
RES-2026-005Authorization of Bank Account SignatoriesAPPROVED600