PHASE
Objectives
What we are planning to accomplish
Activities
Timeline
Outcomes
Deliverables
How we plan to accomplish this
Day/Mo. to We will know objective is Ready to move to next
objective
Day/Mo.
achieved if:
phase when…
Phase 1: Montana Co-op will not perform or take responsibility for the transportation. Producers will need to get their “sold” product to Ronan, our
main sorting site (Food Hub). They can still consolidate their product with other producers and share in transportation or mail items to Ronan
(MMFEC; 407 Main St. 59864).
Phase 1 Website live for two test periods (see
Sample order (test trial) and website
5/1 to 7/20 Trial runs complete with All website features are
training for volunteers: JULY 10th at
no major obstacles. Add working smoothly.
calendar on right); first official order
Polson
Library:
5:00-8:00
(reserved);
additional trial week if
period starts on July 16-22 , with a
st
1st test ordering period July 2-8 (see
needed.
delivery of 1 order on July 25th in
calendar);
set
up
weekly
ordering
Polson and Ronan. LEADER:
JASON TRIAL PERIOD #1: Debbie meetings at Food Hub (i.e. Monday
night - last day to order), come when
J. and Clarissa
you can. Continue to add and remove
items from current Website To-Do List.
Phase 1 Set up Accounting/Banking
Processes/EBT/CC/Paypal. LEADER:
LAUREL
TEAM: CARLEE,
JASON, ASHLEY, ANAIS, JEANNINE
Seeking grant support from MMFEC
for CPA services for set-up. Laurel,
Jason, and Jeannine to meet; review
chart of accounts prior to meeting.
Phase 1 Have a minimum of 30 producers prior Make calls to producers. Schedule and
coordinate a Producer Orientation
to start (goal) LEADER: JASON
TEAM: RANETTE, LISA, BARBARA, gathering at the Polson Library: July
10th 5-8pm - come when you can bring samples of your product to
show/share - meet other local
producers, see the website we're
sharing, get connected...
4/15 to 7/20 Accounting processes are
in place. Gain
commitment from
volunteers to perform
continuous accounting
activities (Laurel, Ashley,
Jason).
Accounting processes are
clearly running smoothly.
Payment options can be
added to in future phases
(i.e. EBT)
5/15 to 7/10 When we have 30
producers with products
listed on the Co-op site.
Existing Co-op producers
are happy and content
with processes.
Phase 1 Coordinate Membership Orientation
Meetings for Producers and Consumers:
MEETING COORDINATORS &
FACILITATORS: RANETTE,
JASON, DR. DEB, ANAIS, JAN T.,
VARADA
DATE: Wednesday, July 10th –
Polson Library. 5-8pm - come when
you can - bring samples of your
product to show/share - meet other
local producers, see the website we're
sharing, get connected...Need to review
food situation and meeting agenda
(Varada).
Phase 1 Submit at least two grant funding
proposals to fund start-up costs.
Write and submit proposal: MiniGrant 4/15 to 7/31 Grant Proposal is
Apply for Mini-Grant ($2,500;
submitted
matching);
http://agr.mt.gov/agr/Programs/Develop
ment/GrantsLoans/GTA/MiniGrantProg
ram.html
-Printing costs for post cards ($500);
Coolers (for transporting local food
between Food Hubs across W.
Montana) – estimated $1,000; Misc.
ex. $2,500
LEADER: LISA G.
Grant funds are received.
Write and submit proposal: High
4/15 to 5/31 Grant Proposal is
submitted
Stakes Foundation LEADER: JASON
Grant funds are received.
7/10 +
Have atleast 5 producers
at meeting. Duplicate in
Polson or choose other
locations.
5 new producers.
Phase 1 Consumer Outreach: Filling a minimum
of 25 orders /week. LEADER: ?
TEAM: JASON, RANETTE, LISA,
JEANNA, BERNELL, DEBBIE J.
Communications team, consumer
campaign, member marketing, social
media, post cards, Open Door, etc.
Review Market Manager program
giving order discounts for hours
worked. Interview planned with Valley
Journal; need Radio, etc.
6/20 to 7/20 We have a minimum of
25 orders/week.
Minimum orders are
achieved.
Phase 1 Coordinate Member Orientation
Meetings: MEETING
COORDINATORS &
FACILITATORS: RANETTE,
JASON, DR. DEB, ANAIS, JAN T.,
VARADA
Date: June 13rd (to be confirmed)
Consumer Member Orientation –
Ronan Middle School; date & location
to be confirmed. Need to review food
situation and meeting agenda.
6/20 to 7/20 Have atleast 5 new
consumer members at
meeting. Duplicate in
Polson or choose other
locations.
5 new consumers.
Phase 1 Food Hub in Ronan that can receive
deliveries, store product, sort and enable
consumers to pick up at least 25
orders/week. No office is required for
phase 1; only sorting and storeage space
that is donated by MMFEC. LEADER:
JASON TEAM: VICTORIA
(Stevensville), ASHLEY (Havre), LISA
(Bigfork), RANETTE (Bigfork),
TEGAN (Helena), CINDY (Proctor)
Finalize MOU (memo of
understanding) with MMFEC. Every
Thursday, sold orders will be delivered
to and sorted at MMFEC (Ronan).
Volunteers will check in and sort
products. Orders are stored until
customers pick up: Ronan from 5-8pm
or Polson 5:30-8pm
5/1 to 7/15 Volunteers are
committed; 6 additional
coolers; Ronan Food Hub
receives and sorts 25
orders per week.
VOLUNTEERS:
JASON, TIM, ADAM,
SHANNON, KEITH,
STEVEN
Phase 1 Food Hub in Polson where consumers
pick up their order and educational exercise - fun activities occur.
Prepare a MOU with Flathead Lake
Cheese or Glacier Brewery.
5/1 to 6/1
Phase 1 Establish producer and volunteer
product sorting system. LEADER:
DEBBIE J. (Market Day Manager)
TEAM: BARBARA, TIM, JASON,
ADAM, SHANNON
Producers and volunteers will sort
product orders at MMFEC and will
deliver the sorted orders to Polson
Food Hub (Flathead Lake Cheese Co.).
Packaging and storing protocol will be
established; identify products/materials
required.
Submitted application; requires follow
Phase 1 Obtain "Retail" license for the Co-op:
Obtained a Food Warehouse license only requirement for licensing based on
legal requirements.
Phase 1 Insurance for Co-op – $2 Mil. Product
Liability LEADER: JASON
up.
Need pricing; start on July 23/2013.
Phase 1 Receive a variety of products from
Producers will get their “sold” product
to Ronan, our main sorting site (Food
around Montana without the Montana
Co-op coordinating any transportation. Hub). Storage site for frozen,
refrigerated, and dry is available and
proper handling and storage processes
have been identified (i.e. Yvette MMFEC).
Products are dropped off,
Food Hub is prepared to
hold orders that are not
picked up and perform
other key roles and
processes that are agreed
upon by members and
formalized in written
agreements.
Everyone is happy. Make Food Hub is operating
adjustments as needed.
efficiently.
6/15 to 7/29 Sorting orders and
handling of products is
efficient with written
processes.
4/15 to 7/1 Required licenses are
secured.
Sorting system is capable
of handling more
products; to be evaluated
weekly. A written
packaging and storage
protocol established with
packaging
materials
Co-op is legal
for
services it performs.
4/15 to 6/1 Required insurance is
secured.
Co-op is covered for
services it performs.
5/1 to 8/1
Additional transportation
services are confirmed
with all hauling
commitments and backups.
Producers are able to
transport their product
orders to Food Hub and
receive payment.
Phase 1 Coordinate educational activities at
Food Hubs (i.e. Food Demos, Why Buy
Local, Meet Your Farmer, etc.).
Phase 1 LEADER: DR. DEB TEAM: DR.
DEB, ANAIS, BARBARA, DIANE B.,
KATARINA, DEBBIE J., RANETTE,
JANICE H.
Why Buy Local? LEADER: ANAIS
5/1 to 7/30 Classes Scheduled:
Future Classes are
Ronan (MMFEC):
Scheduled. Education
Polson (Cheese Shop):
committee has regularly
scheduled meetings.
Healthy Food Demo's: LEADER: ?
5/1 to 7/30
Farming/Gardening: LEADER: ?
5/1 to 7/30
Health Coach: LEADER: ?
5/1 to 7/30
Farming/Gardening: LEADER: ?
5/1 to 7/30
Phase 2: Service area expands launching one of the Transportation service routes that will open up new community Food Hubs and offer producers
transportation support.
Phase 2 Submit at least two grant funding
Write and submit proposal: TBC
10/31 +
Grant Proposal is
Grant funds are received.
proposals to fund start-up costs with
submitted
special emphasis on transportation
Write and submit proposal: ? GTA ?
10/31 +
Grant Proposal is
Grant funds are received.
support.
submitted
Phase 2 Coordinate a mutually beneficial
Meet w/WMGC to create a
10/31 +
Written Plan and Memo
Cooperative relationship
transportation plan. Identify any
of Understanding is
with WMGC is
transportation plan with WMGC
completed & signed
established with
(Western Montana Growers Co-op); or needed equipment to assist
w/transportation.
transportation plan
follow through with our own proposed
approved by all parties.
Transportation plan. LEADER:
JASON TEAM: DAVE & STEFFAN Create a MOU for processes for
10/31 +
MT Co-op products and
MOU is established and
(WMGC), LISA, NICK (SW), ASHLEY pickups/deliveries, accounting, etc.
transportation services are ready for implementation
(N. Central), WALLY (S. Central),
extended based on
in Phase 2
WMGC capabilities.
If not viable, finalize own
transportation system.
10/31 +
Phase 2 Establish 1-4 additional food hubs.
Identify additional pick up/food hub
sites. Need MOU for each new Food
Hub.
10/31 +
Phase 2 Launch producer and consumer
campaign for each new Food Hub area.
-Finalize outreach materials.
10/31 +
Plan makes since and
Own transportation plan
personal hauling
is established with
commitments are received. commitments from
hauling parties.
Secure additional food
Food Hubs are prepared
hub sites and make
and transportation is in
operational.
place.
.
Phase 3: Includes adding transportation routes and new Food Hubs (looking at routes: southwest and north central) performed by committed producers
and/or Food Hubs.
Phase 3 Submit at least two grant funding
Identify appropriate funding sources.
proposals to fund transportation, storage
and expansion costs and related projects,
such as retail store, juice bar/café, youth
project.
12/12/2014 + Grant Proposal is
submitted
- Grant funds are received
Phase 3 Add additional transportation routes to
expand service areas that support
producers transportation needs and
consumer access.
Work with WMGC to expand routes or 12/12/2014 +
establish routes using own
Transportation plan for one day/week
delivery to Ronan and back.
Producers products are
consolidated and orders
are transported to all
selected Food Hubs.
Phase 3 Establish 1-4 additional food hubs.
Identify additional pick up/food hub
sites. Need MOU for each new Food
Hub.
12/12/2014 + Secure additional food
hub sites and make
operational.
Food Hubs are prepared
and transportation is in
place.
Phase 3 Launch producer and consumer
campaign for each new Food Hub area.
-Finalize outreach materials.
12/12/2014 +
.
Phase 4: Add transportation routes, therefore, expanding service coverage and new Food Hubs.
Phase 4 Distribute catalog of products; distribute Prepare catalog of products and make
12/12/2014 + Additional members.
in Valley Journal (share budget-in-kind). arrangements with Valley Journal.
Phase 5: Provide trading capabilities; add Trade category to website.
Phase 5 Develop Trade Capacity on Website to Finalize MOU with We Trade Network 12/12/2014 + Barter for Food and other
process a minimum of 3 orders per week (Missoula).
essential items.
that are purchased with trade dollars.
Develop press release “Barter for Food”
Phase 6: Add Services category to create referrals among Co-op members.
Phase 6 Add "Services" category tab to create
Set up a referral program; allowing Co- 12/12/2014 +
referrals among Co-op members.
op members with a service to market
and share via the Co-op site.
Phase 7: Kids Co-op: a division of the Montana Co-op that is owned and managed by kids (ages 11-23)
Phase 7 Offering recycleable and healthy
Coordinate meeting with kids to review 7/12/2013 +
products, home/yard/pet services, etc.
program and products.
Working in one
community.
Process a minimum of 3
trade orders per week.
Phase 7 Grant request
Envision Polson -Kids Co-op - give
options (i..e pay for feasibility
study/business plan, first product,
camping fire kit, show diagram on kids
harvesting 2nd's and processing at
MMFEC, sold via co-op, delivered to
senior homes..
7/12/2013 +
Phase 8: Food Hubs receive and hold sold product for local customers to pick up; Food Hubs with retail operations.
Phase 8 Products that are made and sold in the
12/12/2014 +
same community should not be sent to
Ronan for sorting, but held at the Food
Hub for pickup by local customer.