EOA Strategic Summit Proposal Guidance Document

Objective

To accelerate high-quality rollout of Globally Covered EOA Strategy Summits (SS)
through expert leadership—while ensuring:

• Strong eligibility discipline

• Program readiness

• Financial accountability

• Measurable outcomes

Scope & Caps

• Maximum programs supported: 10 (global, first come, assessed)

• Per region:

  • Up to 2 programs:

    • 1 program with over 35 participants

    • 1 small program (≤15)

• Total pilot budget: USD 25,000

Funding Structure (Per Approved Program)

• Trainer Fee: 1,500 USD

• Trainer Travel: 1,000 USD

• Total: 2,500 USD

Trainer Quality & Selection

• Trainer may be:

  • EOA accredited trainer or

  • Approved SS trainer within the region

• Final selection by EOA Business Unit

• All trainers and facilitators calibrated by trainers who have already delivere this SS successfully (i.e. as in Europe)

Governance & Controls

• Eligibility screening required using official SS checklists before application (Pre application Eligibility Checklist on Next Page)

• Formal application and assessment via EOA Business Unit

• Experts serve as Firstline accountability owners

Timeline Constraints

• Incentive rollout announced during Expert Onboarding Call

• All funded SS deliveries must be completed by October 15

Application Process (Mandatory 2-Step Flow)

All programs must go through the following steps:

Step 1: Pre-Application Eligibility Check (Expert-led)

This checklist is designed for Experts to assess program readiness and eligibility before proceeding to the application stage.

It is not a submission requirement, but a decision-support tool to ensure that only

suitable and prepared programs move forward.

• Experts should complete this checklist internally

• Only programs that meet all required criteria should proceed to application submission

1. Program Size (Required)

• Large Program: over 35 active participants

• Small Program: 15 or fewer participants
  Program must fall into one category above.

2. Strategic Need (Select at least 1)
For Large Programs (>35)

• Growth pressure or complexity is emerging

• Leadership needs alignment on strategy, scale, or structure

• Clear benefit from a Globally Covered EOA Strategy Summit to produce shared strategy and 90-day action plan

For Small Programs (≤15)

• Program needs reset, stabilization, or relaunch

• Momentum has stalled or declined

• Leadership needs clarity on next stage direction

Strategic Need to be Reviewed against Leadership Readiness (Required)

• Program has an EOA Chair and active EOA Board of at least 3 members

• Chair and Board are willing and able to actively participate in the SS

3. Commitment to Follow Through (Required)

• Commitment to participate in the Globally Covered EOA Strategy Summit

• Commitment to complete a post SS action plan

• Agreement to share basic progress updates with EOA Global

4. Expert Accountability (Required)

• Expert confirms responsibility for:

  • Recommending this program responsibly

  • Ensuring SS completion by October 15

  • Ensuring appropriate use of SS funds

  • Reporting outcomes to EOA Global

Expert Confirmation

• All criteria above are met

• Proceed to application submission

Eligibility Confirmed – Please Proceed with the Application Form Submission.

Step 2: Formal Application Submission

• Complete the EOA Strategic Summit Application Form

• Submission is reviewed by the EOA Global

• Final approval is based on quality, readiness, and alignment