Existing Templates
There are six templates already generated for you when you join Canopy.
Program Skeleton
Here is an example of a program skeleton, with program start date of August 1st and end date of September 30th. As you can see, the milestone “Program Operations” will span the entirety of the program. The monthly report will show for each month except the last month of operation. Finally, two tasks at the end of the program: preparation and submission of the final report.
Finalize content & Speaker (The first week of the event operation period).
Invite participants & manage registration (From three weeks before to the day before the event).
Set up streaming & rehearse (From three weeks before to the day before the event).
Receive speaker materials (from a week before to three days before the event).
Event day streaming operations (On the day of the event).
Share archive $ materials, collect surveys (From a day after to a week after the event).
Follow-up outreach (From a day after to a week after the event).
The online event suggests generates three KPIs, which can be approved after reviewing the draft of program creation:
Participants (people)
Connection Rate (%)
Satisfaction (pts(out of 5)
The kickoff template can be used for program opening sessions. The event allows for participants to gain mutual understanding and encourages setting initial action items. The template will generate one milestone, from thirty days before to two weeks after the event. The event will include seven tasks:
Preparation of kickoff content & material (From thirty days before to a week before the event).
Invitation of participants & planning the schedule (From thirty days before to a week before the event).
Arrange venue & online setup (From three weeks to three days before the event).
Startup task: preparation for their introduction materials (two weeks before to three days before the event).
Kickoff day operation (on the event day).
Distribute the program schedule (from on the day of to three days after the event).
Set initial action items (after one day to two weeks after the event).
The template suggests two KPIs:
Attendance rate (%)
Satisfaction (pts (out of 5))
Pitch & Demo Day
Plan and book venue (from sixty days before to thirty days before the event).
Invite SUs, judges, investors, companies, and any other participants (from sixty days before to two weeks before the event).
Announce event (from thirty days before to a day before the event).
Order food and beverages (from thirty days before to a week before the event).
Startup task: Prepare demo and pitch materials (from thirty days before to a week before the event).
Rehearsal by organizers (from ten days to seven days before the event).
Startup task: rehearsal by startups (from seven days to a day before the event).
Event day operation (on the day of the event).
Collect surveys (from a day after to seven days after the event).
Startup task: individual startup survey feedback (a day after to seven days after the event).
Feedback & investors follow up (from eight days after to two weeks after the event).
Participants (people)
Business discussions generated through the event, obtained through surveys (deals)
Presentation score (pts)
Satisfaction (pts(out of 5))
Matches (matches)
Matching Session
Select companies and startups for the matching session (from a month before to two weeks before the event).
Send pre-read materials to companies (from two weeks before to three days before the event).
Submit startups’ pre-read materials (from two weeks before to three days before).
First matching session (on the event day).
Ongoing matching session period (from the day of the event to three months after).
Create a final deal progress report (last ten days of the milestone).
The suggested KPIs for this event are as follows:
Meetings held between companies and startups (meetings)
Ongoing deals between companies and startups (deals)
Mentoring Session
Design mentoring programs (two months before to forty days before the event).
Contract with the mentors and assign mentors to startups (forty days before to twenty days before the event).
Mentoring session period (from twenty days before to the day of the mentoring session).
Write and submit session minutes and notes (a day after to three days after the event).
The milestone contains two suggested KPIs:
Mentoring sessions (sessions)
Mentoring satisfaction (pts (out of 5))
Related Articles
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Canopy templates save you time by eliminating the need to copy and paste data or recreate the structure of previous programs. When creating a new program, templates automatically set up the program structure, including milestones, tasks, and KPIs, so ...Creating a Template
Instead of using the existing templates, you can create your custom template to be used for each of the programs if some of the events and tasks are similar across all of your programs. By creating your custom templates, it helps you to save time ...Update / Edit an Existing KPI
To update the actual or target value of a KPI, click on the corresponding value. You can then edit and save the updated number. Similarly, you can update the KPI unit by clicking on the current unit name and entering the new unit.Creating Your Program
After you have created your account, you can now create your own program. Step 1. Open the “Programs” tab in the settings, and click “New Program” on the right side of your screen. Step 2. Once you click “New Program,” you will be prompted to enter ...Add a New KPI
Step 1. To add a new KPI, click “Add KPI” below the existing program KPIs. Step 2. You will be prompted to enter the KPI name, target value, and unit. After entering the required information, click “Add” to create the new KPI.