FY2026-27 EO Initiatives

 Initiatives at a Glance

Initiative	Status	Summary
Co-Investment Funding – Regional Plans	Under Review	Chapter-led growth and awareness events co-funded through regional plans submitted via Growth Directors.
EOA Market Expansion	Launched	Milestone-based funding for chapters launching (up to USD 15K) or relaunching (up to USD 10K) an EOA program.
EOA Facilitated Strategy Summit Pilot	Launched	USD 25K pilot funding up to 10 Strategy Summits globally at USD 2.5K each.
EOA Leadership Lab – Deep Dive Series	Scheduled	12 monthly virtual sessions for EOA Chairs, Boards, and Program Staff.
Monthly Global Experts Calls	Scheduled	12 monthly calls led by the EOA Business Unit, July 2026 – June 2027.
Over 35 Program Support	In Planning	Partnership-first check-in framework for large programs (35+ participants).
EOA Chapter Templates	Now Live	monday.com templates (with HubSpot-aligned instructions) covering the full participant lifecycle.
30% Kickback of EOA Dues	Ongoing	30% of global dues from new and renewed participants returned to local programs.
Global Coverage	Ongoing	Services and support provided to all EOA programs worldwide.

 

1. 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 are submitted via Growth Directors and are designed to elevate EO/EOA visibility locally and generate qualified leads.

 Eligible Events

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

 Current Status

• Regions have submitted their plans
• Plans were submitted through the Growth Director
• Funds have been released

 Related Workstream

• “Summit in a Box” Working Group

Note: The source slide is labelled “Under Review” while also stating that funds have been released. Confirm the current status with the EOA team before relying on either.

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.

 2. EOA Market Expansion

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

Status: Launched

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

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

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

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

1. Relaunch Request – Confirm intent and 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 participants (stability), then 25 (sustainability).
4. Soft Relaunch (10 paid) – Program listed as 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) – Review of participation, engagement, trainer fit, and financial stability. Up to USD 2K.

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

 Launch vs. Relaunch Comparison

	Program Launch	Program Relaunch
Maximum funding	USD 15K	USD 10K
Structure	6-step procedure	6-phase framework
First funding trigger	Soft launch at 10 paid participants (USD 3K)	Soft relaunch at 10 paid participants (up to USD 3K)
Second funding trigger	15 paid participants (USD 12K)	Official relaunch at 15 paid participants (up to USD 5K)
Third funding trigger	—	Post-relaunch review at 6 months (up to USD 2K)
Time limit	Within 2 years of hub setup	Not specified

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.

3. EOA Facilitated Strategy Summit Pilot

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

Status: Launched

 Pilot Budget

Item	Detail
Total pilot budget	USD 25K
Programs supported	Maximum of 10 globally
Funding per program	USD 2.5K (Trainer USD 1.5K + Travel USD 1K)

Eligibility & Scope

Program Size (one category required)

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

Strategic Need (select at least one)

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

Leadership Readiness (required)

• EOA Chair plus an 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 or fewer)

Application Flow & Governance 

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

Trainer Quality & Selection 

• EOA-accredited trainer or approved regional Strategy Summit trainer; final selection by the EOA Business Unit
• All facilitators are calibrated by successful Strategy Summit trainers (e.g., Europe)

Expert Accountability 

• The Expert recommends responsibly, ensures appropriate use of funds, and reports outcomes to EOA Global
• The program commits to a post-Strategy Summit action plan and shares basic progress updates

Timeline 

• Incentive announced at the Expert Onboarding Call
• All funded Strategy Summit deliveries must be completed by October 15.

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

 4. EOA Leadership Lab – Deep Dive Series

Real experiences, practical insights, stronger programs. Open to all EOA Chairs, Boards, and Program Staff globally.

Status: Scheduled

Series Details  

Item	Detail
Schedule	Every 3rd Tuesday, 9:00 AM ET
Duration	60 minutes per session
Format	Virtual, with live interpretation available
Audience	All EOA Chairs, Boards, and Program Staff; EOA Experts optional
Moderator	Elliot Jacobs (EO UK London)
Content Lead	Dennis Hoffman (EO Puerto Rico)
Registration	https://eonetwork.zoom.us/meeting/register/9RhjRxeSSuCc_0xGWKWP9A

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

Session Schedule

Monthly topics are subject to change.

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

5. 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.

Quarter	Theme	Month	Topic
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.

6. Over 35 Program Support

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

Status: In Planning

Goal: Help great programs grow with EO, not accidentally outgrow it. The approach relies on light-touch conversations, early transparency, and shared pride in EOA, not audits or compliance.

Program Alignment Conversation (June/July)

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?

Mid-Year Pulse Check (December/January, 30 minutes)

Objective: Maintain relationship health and prevent surprises. The conversation is informal and forward-looking.

Discussion prompts:

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

Pre-Renewal Check (March/April, 30 minutes)

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?
• Are any changes, extensions, or experiments planned?
• Are there early ideas worth flagging now?
• Is there 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 are aware
• Decreasing transparency

7. 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 and adaptable to local chapter needs.

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

Platforms covered:

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

Designed for: EOA Chairs, Chapter Staff, Coaches, and Board Positions.

Accessing the Templates

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

8. 30% Kickback of EOA Dues

Support for local EOA program success.

Status: Ongoing

30% of global dues from new and renewed participants is allocated back to local programs to foster effective management and engagement 

 Eligible Uses

Category	Covers
In-Person Event Support (Venues & Logistics)	Meeting space and venues; meals and catering; printed materials
Growth & Outreach (Recruiting & Marketing)	Recruiting efforts; marketing initiatives; onboarding new participants
Development & Learning (Learning Resources)	Purchasing Scaling Up books; leadership planning and strategy summits
Leadership & Conferences (Global Events)	Attendance at the Global Leadership Conference (GLC)

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

 9. Global Coverage – What’s Included

Services and support provided to all EOA programs worldwide.

Status: Ongoing

Training & Coaching (Trainer Development)

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

Sessions & Events (Learning Days & Webinars) 

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

Content & Marketing (Brand & Resources) 

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

Operations & Growth (Launch & Incentives) 

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

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

 Glossary

Term	Meaning
EO	Entrepreneurs’ Organization
EOA	EO Accelerator
SS	Strategy Summit
GLC	Global Leadership Conference
COT	Abbreviation used in the source deck for training the EOA Chair attends (not expanded in the source)
Expert	Regional EOA Expert who supports chapters and acts as first-line accountability owner for initiatives such as the Strategy Summit pilot
Growth Director	Regional role through which co-investment plans are submitted