EO Accelerator FY26/27 Focus

Co-Investment Funding – Regional Plans

High-impact, chapter-led growth and awareness events to build sustainable Accelerator pipelines

[ STATUS: UNDER REVIEW ]

Co-Fund: Regional plans submitted via Growth Directors – designed to elevate EO/EOA visibility locally and generate qualified leads.

What Qualifies – Eligible Events

• Joint Learning Days (participants & coaches)
• Summit-style recruitment gatherings
• Multi-chapter growth & awareness events

Where We Are – Current Status

• Regions have submitted their plans
• Submitted through the Growth Director
• Currently under review

“Summit in a Box” Working Group

Key Takeaway: Regional co-investment plans have been submitted through Growth Directors and are currently under review – targeting high-impact events that build sustainable Accelerator prospect pipelines.

EOA Market Expansion

Milestone-based approach for chapters launching or relaunching an EO Accelerator program

[ STATUS: LAUNCHED ]

6-Step Procedure – EOA Program Launch (USD 15K max)

1. Application & Core Team – recruitment plan, EOA Chair/Champion, board & regional alignment. EO chapter >30 members recommended.
2. Training & Exploration – Chair attends COT/GLC, connects with regional Experts, builds an action plan with metrics.
3. Recruitment – host a test-drive event, secure 10 paid participants, line up strategic partners.
4. Organize Chapter – hire staff, set dues, form first EOA board (size scales with participants: 2→6).
5. Ratification & Launch – sign Chapter License Agreement, host launch event, share 3-year plan and trainer placement.
6. Post-Launch – quarterly growth tracking, co-chair identified, regional Expert check-ins, handover planning.

Funding release: USD 3K at soft launch (10 paid) • USD 12K at 15 paid participants – within 2 years of hub setup.

6-Phase Framework – EOA Program Relaunch (USD 10K max)

1. Relaunch Request – confirm intent, share why the program paused; EOA Global confirms eligibility.
2. Leadership Confirmed – EOA Chair/Champion, Chapter Manager, and aligned chapter leadership in place.
3. Recruitment & Growth Plan – timeline to 15 (stability) → 25 (sustainability) participants.
4. Soft Relaunch (10 paid) – listed COMING SOON, online trainer assigned. Up to USD 3K.
5. Official Relaunch (15 paid) – COMING SOON removed, in-person sessions begin. Up to USD 5K.
6. Post-Relaunch Review (6 months) – participation, engagement, trainer fit, financial stability. Up to USD 2K.

Funding release: 3K + 5K + 2K across phases 4–6 – milestone-based, not automatic.

Key Takeaway: Funding is milestone-based and performance-linked – not automatic. Strong local leadership, steady recruitment, and disciplined milestone delivery are critical. Chapters remain responsible for recruitment and long-term sustainability.

EOA Facilitated Strategy Summit Pilot

Expert-led incentive pilot for globally covered EOA Strategy Summits – eligibility, funding, and a 2-step application

[ STATUS: LAUNCHED ]

USD 25K total pilot budget • Max 10 programs supported globally • USD 2.5K per program (Trainer 1.5K + Travel 1K)

Eligibility & Scope

Program Size (one category required):

• Large: over 35 active participants
• Small: 15 or fewer

Strategic Need (select at least one):

• Large: growth pressure, leadership alignment, or need for shared 90-day action plan
• Small: reset/stabilization/relaunch, stalled momentum, or clarity on next-stage direction

Leadership Readiness (required):

• EOA Chair + active EOA Board of at least 3 members
• Chair and Board willing and able to actively participate

Regional Cap:

• Up to 2 per region: 1 large (35+) and 1 small (≤15)

Application Flow & Governance

1. Pre-Application Eligibility Check (Expert-led) – internal decision-support checklist. Only programs meeting all criteria proceed.
2. Formal Application Submission – EOA Strategic Summit Application reviewed by EOA Global; final approval on quality, readiness, and alignment.

Trainer Quality & Selection

• EOA-accredited trainer or approved regional SS trainer; final pick by EOA Business Unit
• All facilitators calibrated by successful SS trainers (e.g., Europe)

Expert Accountability

• Recommends responsibly, ensures appropriate fund use, reports outcomes to EOA Global
• Program commits to a post-SS action plan and shares basic progress updates

Timeline: Incentive announced at Expert Onboarding Call. All funded SS deliveries must complete by October 15.

Key Takeaway: Strong eligibility discipline, program readiness, and financial accountability – with Experts as firstline accountability owners – drive measurable Strategy Summit outcomes.

EOA Leadership Lab – Deep Dive Series

Real experiences • Practical insights • Stronger programs | Open to all EOA Chairs, Boards & Program Staff globally

[ STATUS: SCHEDULED ]

Upcoming Sessions | Every 3rd Tuesday | 9:00 AM ET | 60 Minutes | Virtual

Session	Date	Topic
Session 1	July 21, 2026	Setting the Stage: EOA Chair & Staff Roles 101
Session 2	August 18, 2026	Building Effective Boards: EOA Setup & EO Partnership
Session 3	September 15, 2026	Designing Impactful Learning Days
Session 4	October 20, 2026	Lead Generation & Board Effectiveness
Session 5	November 17, 2026	Building a Thriving EOA Community
Session 6	December 15, 2026	Accountability Groups: The Heart of EOA
Session 7	January 19, 2027	Data-Driven Decision Making for Q3-Q4 Success
Session 8	February 16, 2027	Leadership Pipeline Development
Session 9	March 16, 2027	The Art of Effective Handovers
Session 10	April 20, 2027	Maximizing Renewals: From Planning to Outcomes
Session 11	May 18, 2027	Seamless Leadership Transitions
Session 12	June 15, 2027	Reflections, Recognition & Fresh Starts

Register Now: https://eonetwork.zoom.us/meeting/register/9RhjRxeSSuCc_0xGWKWP9A

Hosted By

Moderator: Elliot Jacobs (EO UK London)

Content Lead: Dennis Hoffman (EO Puerto Rico)

About the Series

A monthly deep dive for EOA Chairs and Program Staff — sharing real experiences, practical insights, and strategies for building stronger programs.

• Jul – Setting the stage for incoming Experts
• Aug – Building Effective Boards: EOA setup & EO partnership
• Sep – Effective strategies to engage with EOA Chairs

Monthly topics are subject to change!

Monthly Global Experts Calls

Led by the EOA Business Unit – July 2026 through June 2027

[ STATUS: SCHEDULED ]

12 monthly calls: a structured progression from Expert onboarding and board setup through growth strategy, mid-year review, program health, and year-end handover.

Jul – Sep 2026: Foundation & Onboarding

• Jul – Setting the stage for incoming Experts
• Aug – Building Effective Boards: EOA setup & EO partnership
• Sep – Effective strategies to engage with EOA Chairs

Oct – Dec 2026: Growth & Value Alignment

• Oct – Engagement priority: which EOA Chair to engage first
• Nov – EOA value to EO chapters & EO contribution to EOA growth
• Dec – Chapter readiness & successful EOA program launch

Jan – Mar 2027: Review & Strengthen

• Jan – Mid-year review & Chair-Elect identification
• Feb – Strengthening engagement across coaches, trainers & participants
• Mar – Programs under 15 participants: patterns & early warnings

Apr – Jun 2027: Handover & Transition

• Apr – Strengthening programs & improving renewals
• May – Expert handover & continuity best practices
• Jun – Year-end reflection & transition

Key Takeaway: Each monthly call builds on the previous one – progressing from Expert onboarding and board setup through growth strategy, mid-year review, program health, and year-end handover.

Over 35 Program Support

Partnership-first check-in and support framework for large (35+ participants) programs

[ STATUS: IN PLANNING ]

Goal: Help great programs grow with EO – not accidentally outgrow it. Light-touch conversations, early transparency, and shared pride in EOA – not audits or compliance.

June/July: Program Alignment Conversation

Objective: Establish shared understanding, surface innovation early, and reaffirm affiliation.

Discussion Prompts:

• What is working exceptionally well?
• What local innovations or partnerships are you most proud of?
• Where are you adapting the EOA model?
• What support or flexibility would help you stay aligned?

December / January (30 min): Mid-Year Pulse Check

Objective: Maintain relationship health and prevent surprises – conversational and forward-looking.

Discussion Prompts:

• What has changed or emerged since our last conversation?
• Are any new partnerships or offerings being explored?
• Anything to know now to avoid misalignment later?
• Plus 1:1 with the assigned trainer

March / April (30 min): Pre-Renewal Check

Objective: Reaffirm intent to continue within the EOA ecosystem and identify support needed before renewal.

Discussion Prompts:

• How are you feeling about the program’s direction?
• Any changes, extensions, or experiments planned?
• Early ideas worth flagging now?
• Anything that feels like friction rather than partnership?

Incentives & Budget: Supportive programs gain EOA-sponsored Strategy Summits, priority access to pilots, funding, and global visibility.

At-Risk Signals: local content marketed as “EO methodology,” EOA curriculum replaced, EO logo used without context, partnerships announced before staff awareness, or decreasing transparency.

EOA Chapter Templates

Structure, consistency, and practical tools to run strong, well-organized Accelerator programs

[ STATUS: NOW LIVE ]

What's Included – Full Participant Lifecycle

• Lead and prospect management
• Recruitment event planning
• New participant enrollment and onboarding
• Program health and participant progress tracking
• Graduation and offboarding

Built with EOA best practices – adaptable to local chapter needs.

How This Helps – Benefits for the Chapter

• Save time with ready-to-use trackers and workflows
• Improve visibility into participant progress and program health
• Create smoother Chair and staff transitions
• Strengthen consistency while keeping local flexibility

No need to build systems from scratch.

Platforms & Audience – Built for the Whole Team

Platforms Covered:

• monday.com boards & workdocs (primary)
• HubSpot-aligned instructions embedded

Designed For:

• EOA Chairs
• Chapter Staff
• Coaches
• Board Positions

Access the Templates: Explore boards, read the embedded instructions, and start using the components that best fit a program.

30% Kickback of EOA Dues

Support for local EOA program success

[ STATUS: ONGOING ]

30% of Global Dues Allocated Back to Local Programs

Funding from new & renewed participant dues to foster effective management & engagement.

Venues & Logistics – In-Person Event Support

• Meeting space & venues
• Meals & catering
• Printed materials

Recruiting & Marketing – Growth & Outreach

• Recruiting efforts
• Marketing initiatives
• On-boarding new participants

Learning Resources – Development & Learning

• Purchasing Scaling Up books
• Leadership planning & strategy summits

Global Events – Leadership & Conferences

• Attendance at the Global Leadership Conference (GLC)

Key Takeaway: 30% of global dues from new and renewed participants are invested back into local programs, covering everything from event logistics to recruiting, learning resources, and leadership development.

Global Coverage – What's Included

Services and support provided to all EOA programs worldwide

[ STATUS: ONGOING ]

Trainer Development – Training & Coaching

• Trainer fees for Learning Days
• Annual coach training (before in-person Learning Day)
• Trainer and Coach skill development
• Virtual Coach Training (4x/year, 2 time zones)

Learning Days & Webinars – Sessions & Events

• In-person Learning Days (for programs with 15+ participants, 4x/year)
• Virtual Learning Days (4x/year, 2 time zones)

Brand & Resources – Content & Marketing

• Content contracts with Scaling Up
• Global branding updates
• Baseline global marketing materials
• Resources for participants and coaches

Launch & Incentives – Operations & Growth

• New Participant Webinars (4x/year, 2 time zones)
• Program operations & launch support
• Support through Regional Investment Plans
• EOA Graduation Incentive (50% fee reduction)

Key Takeaway: Global coverage spans services across training, virtual programs, content, and operations — ensuring every EOA program has the resources to deliver and grow.