Table of Contents

1.0 EXECUTIVE SUMMARY 3

1.1 Mission Statement 3

1.2 Team Origin 3

1.3 Organizational Structure 3

1.4 Relationships 5

1.5 Deployment of Resources 5

1.6 Future Plans 6

1.7 Financial Statement 6

1.8 Risk Analysis 7

1.9 Other Considerations 8

2.0 TEAM SUMMARY 9

2.1 Mission Statement 9

2.2 History and Background 9

2.3 Team Organization 12

2.4 Location & Facilities 14

2.5 Seasonal Calendar 14

3.0 CUSTOMER ANALYSIS & STRATEGIES 15

3.1 Customer Segment Characteristics & Needs 15

3.2 SWOT Analysis 16

3.3 Value Propositions, Key Channels & Activities 20

3.4 Evaluation Methods 25

3.5 Future Services 26

4.0 PARTNER ANALYSIS & STRATEGIES 27

4.1 Partner Contributions 27

4.2 Partner Gap Analysis 31

4.3 Partner Recruitment & Retention Strategies 32

4.4 Partner Quarterly Goals 33

5.0 FUNDRAISING ANALYSIS & STRATEGIES 34

5.1 Past Fundraising Methods & Results 34

5.2 SWOT Fundraising Analysis 35

5.3 Future Fundraising Goals 35

6.0 FINANCIAL PLAN 36

6.1 Assumptions 36

6.2 Key Financial Indicators 37

6.3 Projected Balance Sheet 37

6.4 Business Ratios 40

6.5 Long-term Plan 40

Updated 12-21-21

Waialua Robotics-The Hawaiian Kids-Team#3592021-22 SY Sustainability/Business Plan

Entrepreneurship Award

Team Mission Statement:

Team 359 strives to transform the culture of our diverse and historically underserved rural community by preparing

students to compete and succeed in higher education. Specifically, we aim to spread the message of FIRST with a

global vision, impacting as many people, teams, and programs as possible. In addition to participation in

community events, utilization of media, and collaboration with our Hawaii State Government and other teams,

Team 359 strives to transform the culture of our rural community by preparing students to succeed in higher

education. Our long-term sustainability plan not only focuses on ensuring that our team will have the funding to

finance all aspects of our participation in the FIRST Robotics Competition, but also concentrates on funding various

STEM (Science, Technology, Engineering, and Math)-related and non-related programs in our school, feeder schools,

community, and State. Furthermore, our successes in sustainability have allowed us to extend our resources to other

teams and STEM-related programs around the world and establish a scholarship program that will assist 100% of

our eligible graduating members in becoming the leaders of tomorrow. Since inception, our program has

produced a Valedictorian(s) 22 out of 23 seasons at Waialua High & Intermediate School. This past 2020-21 SY,

we had a record 11 students earning Class of 2021 Valedictorian status.

Team Origin:● Date the team began: August 1999● Waialua High & Intermediate School, Waialua Robotics – STEM Learning Center 67-160 Farrington Hwy.

Waialua, HI 96791● There are 35 Students and 27 Adults in our program related to the FRC Competition and our entire STEM

Robotics Learning Center which provides services to a majority of our students at Waialua High &Intermediate School.

In 2003, our team lost crucial mentorship and businesses support. Since then and as a result, we ask the following

guiding questions with respect to Team Growth, Sustainability and Outreach. This allows us to focus on the

Problem/Challenges as we aim to consistently participate in many FIRST events, both locally, in the U.S. mainland,

and internationally. In addition, we host many programs/teams annually on walkthrough tours and workshops in

our facility. The events that took place in 2003 had forced us to work and treat our program like a “sustainable

business” in ensuring sustainability, diversification through outreach, and growth.

During the current 2020 COVID-19 Pandemic, our program has permanently lost several major sponsors, most

notably Dole Plantation and FIRST Hawaiian Bank.

Team Growth:

● How can we recruit and retain new group members?

● How can we cohesively improve all our sub-teams?

● How can we train students that have different levels of robotics experience?

● How can we ensure that we prepare all team members to be a great representation of the Waialua

Robotics Program & the FIRST culture?

Sustainability:

● How can we raise enough money to attend 4 Regionals per year, the Championship Event, and off-season

events both nationally and internationally? i.e. China, Japan, Canada, U.S. Mainland

● How can we acquire more material sponsors and tools for our machine shop?

● How do we make program improvements in our facilities?

● How can we create, assess, and improve our fundraising initiatives and partnerships?

Updated 12-21-21

● How do we engage and thank our sponsors?

Outreach:

● How can we reach out and develop more meaningful relationships with other FIRST teams?

● How can we communicate the FIRST message of robotics to our Waialua/Haleiwa/Sunset Beach areas and

other local communities in Hawaii?

All participants below are current active volunteer members of the Waialua Robotics Program - STEM Learning

Center. *Asterisk-Former Waialua Program Student-Alumni

● Glenn Lee Program Coordinator, Lead and Co-Lead All Areas● Sean Lunasco Lead Technology/Graphics, Lead Special Projects, Lead 3D

Printing, Design and Construction – Machine Shop, Facilities,Community Outreach & Entrepreneurship, and Paint Mentor

● Megan Andrada* Lead Digital Media, Lead Social Media-Instagram, YouTube, andFacebook, Photography, Lead Web Page Design, TeamDocumentation, and Technology/Graphics Mentor

● Sabina O’Neil Middle School Robotics Lead Teacher● Michael O’Neil Lead Middle School Robotics Engineering Mentor● Carl Laugerbaum Middle School Robotics Teacher, Documentation & Scouting

Mentor● Carson Moniz* Construction, Shop Organization, Fabrication, Entrepreneurship

Support● Margie Navarte Middle School Exploratory Course– STEM Teacher● Sienna Smoot High School Engineering Elective – STEM Teacher● Randy Wood Lead Control Systems, 3D Printing, Programming and Electronics

Mentor● Melvin Matsunaga Lead Construction, Shop and Machinist – Machine Shop,

Maintenance, Facilities & Support Mentor● Joseph Gudoy* Lead Welding & Construction Mentor● Cody Smith* Machinist & CAD Design Mentor● Malcolm Menor* Lead Electronics & Construction Mentor● Yoshio Yoshizumi* Electronics, Construction, & CAD Design Mentor● Jefferson Bruno* Lead CAD Design and Machinist Mentor● William Blaser III* CAD Design, Statistician & Lead Scouting Mentor-Remote● Paul Hutchinson* Construction, Shop, Scout, Fabrication and Testing Mentor● Manda Yeung Digital Media, Photography, Team Documentation, Team Travel

Logistics and Activities, Training & Resources MentorMentor-Remote, Uniforms & Team Apparel

● Kobe Lunasco* Lead Animation, Technology/Graphics Mentors, Special ProjectsMentor

● Clyde Miyataki Team Documentation and Special Projects Mentor● Sarah Miyataki Special Projects, Omiyage, and Meals Mentor and Coordinator● Lynette Hirota Omiyage, Gifts Coordinator, Non-Robot Team Support● Linda Souza Facilities, Data Collection, Lead Omiyage, Fundraising, Lead

Meals and Snacks Coordinator● Michele Lunasco Facilities, Omiyage, Fundraising, Meals and

Snacks, Events and Tournaments Volunteer● Arlene Tengan Facilities, Omiyage, Fundraising, Meals and

Snacks, Events and Tournaments Volunteer

Updated 12-21-21

● Howard Cohen FIRST HOF Team 359 Representative, FIRST Resources,Technical & Documentation Mentor-Remote

● Rhea Mae Arellano 2021-22 SY Student Team Captain, VEX EDR Peer Mentor,Program Inventory, Purchase Orders, Marketing Support

Organization Structure:The Waialua Robotics Team is comprised of 5 areas in its organization: Administration, Construction, ConstructionSupport, Outreach, and Documentation.

● Location of team and who are your sponsorsMain Sponsors-McInerny Foundation, Waialua Federal Credit Union-lost major sponsorship funding amount due toCOVID-19, First Hawaiian Bank-lost initially due to COVID-19 Pandemic, but later came through, Skydiving, Inc.-lostmajor sponsorship funding amount due to COVID-19, Dole Plantation-lost major sponsorship support due toCOVID-19 Pandemic. New Major Sponsors-Friends of Hawaii Charities, Hawaii Technology DevelopmentCorporation, Title IV-A Student Support and Equity Grant (SSAE)Please see our Complete List of Sponsors during the 2021-22 School Year, Pearl Harbor Naval Shipyard &Intermediate Maintenance Facilities, Randy & Mary Wood.

● What you do/services renderedIn addition to financing our participation in the FIRST Robotics Competition, Team 359 continues to collaborate

with over 10 Hawaii FRC teams despite the COVID-19 Pandemic; 3 VEX IQ teams, a STEM Robotics elective class forall 7th and 8th grade students, and 3 VEX EDR teams, all of which we fully fund and coordinate. Our finances alsofocus on sustaining other school-level programs through funding and technical support, as well as hosting variousworkshops for both community, state-wide, and national events to assist and impact other teams and schools.Specifically, we fund Band part-time teachers, supplies, equipment, and bus transportation. We also fund MiddleSchools Sports stipends for coaches and uniforms/equipment/transportation for students. Aside from funding,Team 359 coordinates and volunteers at numerous STEM, family-oriented, and community service eventsyear-round. Examples include working at Rotary Club functions and the Hawaii Special Olympics. Our program has

Updated 12-21-21

created and developed a community STEM Learning Center offering Graphic Technology, Printing, PCB Milling,Laser Engraving, 3D printing, Mini-Milling and Waterjet cutting services for other interested participants,businesses, and programs as a self-sustaining mechanism to fund our team.

We are also currently supported by our 501c(3) Friends of Waialua Robotics (FWR) Non-Profit organizationto serve as a funding arm for the Waialua Robotics STEM Learning Center. Specifically, we are operating as a501(c)(3) approved non-profit corporation established on January 19, 2016.

Examples of partnerships already established are with Midas, Montgomery Motorsports and HammerheadSpear Gun, Bang & Olufsen where we have created prototype devices and products for these companies. Wealso partner with our local Oakley, Nike and Nixon representatives in getting support for apparel (teamuniforms), safety glasses, and accessories in exchange for technical services and custom-made products.

During the COVID-19 Pandemic which has changed most of our traditional in-person meetings and virtualprogramming since March 2020, our program has developed a custom face shield and facemasks to support firstresponders and front-line employees at our local health care facilities, schools, and local businesses. Our teamproduced over 600 custom 3D printed and laser cut face shields and 1000 custom face masks from March–present. For more information on our Special Projects and the services we render, please visithttp://www.projects.waialuarobotics.com. We also produced a highly profitable, high in demand, catalyticconverter shield for automobiles to help them protect it against thieves.

The next step for our 501©3 corporation is to bid and work on State PPE initiatives to help support thesupply chain for the State of Hawaii while raising funds to support the Waialua Robotics Program and Iniatives.

Relationships:Students learn by working with mentors to develop products and processes that improve our team operations, our

financial stability, and our ability to compete at FRC Competitions.

Student Leads and Veterans: Veteran team members and student leads are actively involved in training our

rookies and in coordinating our teams to complete products and processes that meet our timelines.

Sub-team specific projects: These are challenging (require adult + student collaboration) and important (ensure

our team's long-term success).

Regular sub-team meetings: Several sub-teams meet several times a week, so students have time to work with

multiple mentors.

Regular leadership communication: Student and mentor leads often communicate to make sure sub-team efforts

are connected to a cohesive big picture. We have a team captain and a lead mentor for each sub-team responsible

for coordinating their respective goals.

Relationships with our Partners: Partnerships have been established with an ever-growing list of sponsors to helpoffset sponsorships lost (especially due to the current COVID-19 Pandemic). A large emphasis of our outreachprogram is looking to help other programs/teams in addition to ensuring the sustainability of our own program,feeder programs/schools, and relationships with our partners. This includes participating in service projects for ourcommunity/businesses, participating in sponsorship activities, coordinating tours of our Robotics program, helpingyoung children and the elderly, and coordinating joint-venture benefit fundraisers, performing publicdemonstrations, while advocating the mission of FIRST through many forms of public media.

Deployment of Resources:Waialua Robotics has raised over 8.5 million dollars since our inception, primarily from Federal Grants, StateLegislative Funding, and private Corporations and Foundations that support our school community. The programhas leveraged funding to support capital improvement for program facilities, robotics-related equipment,technology infrastructure (both equipment and supplies), and team operating expenses such as travel subsidies,registration fees, and learning activities for students. Our FRC program has traveled to the most different placesand different regional tournaments in the history of FIRST.The funding has ultimately helped to create and establish our Waialua Robotics STEM Learning Center, which inpartnership with Career Technical Education, provide students with hands-on learning in the areas of IndustrialEngineering and Technology and Arts & Communication. Examples of programs of study include DesignTechnology, Gaming, Digital Media, Graphic Technology, Electronics, Metal Technology, Engineering and Building &

Updated 12-21-21

Construction. Students are supported with high tech equipment such as computers, CAD software, learningmaterials and supplies, and industrial equipment for Project-Based Learning.The Center also provides stipend support to encourage mentor volunteers to help provide their respectiveexpertise, teaching students as a partnership with regular and part-time teaching staff at Waialua High School.In addition, the Center provides resources such as mobile laptops, and robotics kits to feeder programs in ourschool community to create a continuum from grades K-12.Scholarships are provided to eligible students who complete a career pathway and participate in FIRST Robotics.

Future plans: – what are your plans for growth in the next 3 years in the areas of sponsorship, team and communityoutreach (including helping FIRST grow)Since our program began, our team works towards sustainability, long-term growth plans, and a designatedWaialua Robotics Team business account to sustain FIRST expenses, infrastructure costs, travel costs, andscholarships for students.We develop and maintain a business-like structure that addresses all need areas of our program and to ensure thatall students can pursue their post-secondary career interests, primarily in STEM. We have a comprehensive anddiversified academic and financial plan which assures that the Waialua Robotics STEM Learning Center willcontinue for years to come, while achieving at a high level in all phases of our robotics curriculum, ourpartnership/outreach program, and our funding support. In addition, partnerships with the local Universities andCareer Readiness Centers have helped our families of students prepare their child for post-secondary opportunitiesand education.Team 359 plans to continue its pursuit to further FIRST globally. Our team has traveled to Japan, China, Taiwan andAustralia in recent years to visit schools and participate in Robotics/STEM competitions and events. We also havebeen corresponding with STEM leaders with respect to possibly starting FIRST teams and participation in otherinternational robot competitions. For example, our program visited China in November 2014, August 2015, August2016, July 2017, July 2018, July 2019 and participated in the 2015 inaugural FIRST competition in Sydney, Australia.Our program also participates in the iREX Robotics Convention, the largest in the World every other year (i.e. 2013,2015, and 2017). We also travelled to Taiwan in August 2019 and participated as consultants, workshop presenters,and judges for an off-season FRC event in preparation for the inaugural 2020 Taiwan FRC Competition. Due toCOVID-19, our plans to travel to both Taiwan and China in 2020 were postponed and the events have beencancelled until further notice. We do intend to resume those opportunities once the Pandemic has subsidedopening up traveling again. We are planning to go to Canada and Japan during the current 2021-22 SY.To assist in expanding our outreach efforts, we are always looking to acquire larger corporate sponsorship andadditional federally funded grants. Our goal is to build a dedicated STEM Innovation Learning Center to expandprogram offerings beyond Robotics and to help our entire community/State.

Summary of Team Expenses 2020-21 SY:Robotics Competition Registration Fees $24,400Competition Travel Expenses $85,000Uniforms $1,500Lesson Activities $10,000Robot Materials and Equipment (includesmaintenance)

$45,000

Entreprenuership Project Materials-PPE $10,000Awards $2,500Video AV, Computers,Software, peripherals, licenses $14,000Startup costs, donation letters, postage $500Omiyage-gifts, keychains, buttons, shirts $1,500TOTAL

$194,400Robotics Competition Registration Fees $24,400

Waialua Robotics Program Updated 3-15-22

Donation List: 2021-22 School YearName of donor/organization: Date Amount ($):Diamond Sponsor ($20,000 and up)HI DOE Title IV-A SS&AE Grant 11/12/2021 300,000.00McInerny Foundation 9/24/2021 25,000.00UPLINK Grant 10/1/2021 50,000.0021st CCLC Grant 7/1/2021 60,000.00Career Technical Education: Perkins and State 15849 Funding 7/1/2021 10,000.00Friends of Waialua Robotics Special Projects 2021-22 SY 48,453.00

Platinum Sponsor ($10,000 and up)Waialua High School STEM Learning Center 8/1/2021 17,000.00First Hawaiian Bank Foundation 11/25/2021 10,000.00Skydiving School, Inc. 12/30/2021 10,000.00

Gold Sponsor ($5,000 and up)Randy and Mary Wood 12/27/2021 5,000.00Hawaiian Electric Company 9/17/2021 5,000.00Pioneer Hi-Bred International Corteva Agriscience 6/15/2021 7,500.00HawaiiUSA Federal Credit Union Foundation 9/9/2021 5,000.00L3Harris Foundation 10/6/2021 5,000.00Myron's Travel Services-Trip Reimbursements 2/2/2022 5,643.00DoD STEM FIRST Robotics Grant-Championship Registration pending 5,000.00

Silver Sponsor ($1000 and up)L3Harris Foundation pending 1,500.00Leidos FRC Championship Registration pending 3,000.00Friends of Hawaii Robotics Donation 6/7/2021 2,180.00DoD STEM FIRST Robotics Grant-Registration 8/1/2021 2,500.00DoD STEM FIRST Robotics Grant-Parts 9/13/2021 3,500.00Oakley - Jason Sakamoto 12/1/2021 5,000.00Leidos FRC and Championship Events 9/9/2021 2,500.00Bayer Fund-FIRST Robotics 11/12/2021 3,000.00Waialua High School Foundation 9/24/2021 3,000.00Intuitive Research Foundation 12/29/2021 1,500.00Waialua Federal Credit Union pending 5,000.00Bayer Fund-Science Education 12/20/2021 1,000.00McDonalds Restaurants of Hawaii pending 1,000.00Friends of Hawaii Charities pending 4,000.00Outside the Box-Entrepreneurial Projects 6/14/2021 1,978.32Island X Hawaii LLC 9/7/2021 1,000.00BAE Systems P&S 11/17/2021 1,500.00

Sponsors (less than $1000)Andrew Green 1/20/2022 150.00Inez Koga pending 100.00R.M. Towill Foundation 9/17/2021 500.00Hawaii State FCU Investment in Education Grant 9/1/2021 500.00Robotics Education & Compettition Foundation-VEX IQ team registrations 12/20/2021 200.00Sandra Wong 12/14/2021 200.00Kiyoshi Takenaka CPA, Inc. pending

Grand Total: 613,404.32

Updated 12-21-21

Risk Analysis:SWOT Analysis: Providing Services to WHS Students

Strengths

We have several committed mentors and students who are capable of training rookies

We have lots of facility spaces dedicated to STEM-Robotics, with much high-tech equipment such as 3D printers, a

laser engraver, a Water Jet, mini mills and lathes, CNC routers, and CAD computer workstations.

We tend to attract students who enjoy challenging experiences and have above average work ethic and

collaboration skills.

Weaknesses

Our team is still trying to close a divide between our technical and non-technical teams.

Need to refine our current team organizational chart and team organizational systems to get every student involved

in both our technical and non-technical efforts.

Many of our students lack technical experience due to a shortage of other CTE classes that provide the foundation

for technical skills.

We tend to attract students who are overcommitted (involved in many other afterschool activities) because we are

such a small school.

Opportunities

Our school is very well known in Robotics due to our past successes (currently in our 23rd season).

Our school administration is incredibly supportive of our STEM Learning Center. They allow our teachers, mentors,

and staff members to attend FRC competitions and outreach events, which assist in the networking of potential

and current sponsorship.

Threats

Due to statewide budget shortfalls and the current COVID-19 Pandemic, funding for afterschool programs have

diminished to no funding from the school level. However other federal funding support opportunities have come

up as a result which we applied for and received this 2020-21 SY.

State assessments are mandatory could conflict/restrict our FRC tournaments.

Several afterschool programs compete for our students’ time, despite the challenges of a limited number of

program offerings across our school and State.

Updated 12-21-21

Weaknesses

Our team is still trying to close a divide between our technical and non-technical teams.

Need to refine our current team organizational chart and team organizational systems to get every student involved

in both our technical and non-technical efforts.

Many of our students lack technical experience due to a shortage of other CTE classes that provide the foundation

for technical skills.

We tend to attract students who are overcommitted (involved in many other afterschool activities) because we are

such a small school.

Opportunities

Our school is very well known in Robotics due to our past successes (currently in our 23rd season).

Our school administration is incredibly supportive of our STEM Learning Center. They allow our teachers, mentors,

and staff members to attend FRC competitions and outreach events, which assist in the networking of potential

and current sponsorship.

Threats

Due to statewide budget shortfalls and the current COVID-19 Pandemic, funding for afterschool programs have

diminished to no funding from the school level. However other federal funding support opportunities have come

up as a result which we applied for and received this 2020-21 SY.

State assessments are mandatory could conflict/restrict our FRC tournaments.

Several afterschool programs compete for our students’ time, despite the challenges of a limited number of

program offerings across our school and State.

2.0 TEAM SUMMARY

2.1 Mission StatementTeam 359 strives to transform the culture of our diverse and historically under-served ruralcommunity by providing and preparing students to compete and succeed in post-secondarySTEM Education opportunities.

2.2 History & BackgroundTeam 359 aims to spread the message of FIRST with a global vision, impacting as manypeople, teams, and programs as possible. The approach is by participation in communityevents, utilization of media, and collaboration with our Hawaii State Government, Friends ofHawaii Robotics, and other local, national, and international teams. Our long-term sustainabilityplan engages students in real-world STEM experiences and workplace readiness skills. We notonly focus on ensuring that our team will have the funding to finance all aspects of ourparticipation in the FIRST Robotics Competition, but also concentrate on funding various STEM(Science, Technology, Engineering, and Math)-related and non-related programs in our school,community, and State. Furthermore, our success in sustainability has allowed us to extend ourresources to other teams and STEM-related programs around the world and establish ascholarship program that will assist 100% of our eligible graduating members in becoming theleaders of tomorrow.

In this section, we use the 6-step design process to show how our team is tackling 3 focal pointsthis year: Team Growth, Sustainability, and Outreach.

Step 1: Define the Problem/Challenges:Team Growth:

● How can we recruit and retain new group members?● How can we cohesively improve all our sub-teams?● How can we train students that have different levels of robotics experience?● How can we ensure that we prepare all team members to be a great representation of

the Waialua Robotics Program & the FIRST culture?Sustainability:

● How can we raise enough money to attend 3-4 Regionals per year, the ChampionshipEvent, and off-season local, national, and international events?

● How can we acquire more material sponsors and tools for our machine shop?● How can we create, assess, and improve our fundraisers/solicitation of funding support?● How do we engage, collaborate with, and thank our sponsors?

Outreach:● How can we reach out and develop more meaningful relationships with other FIRST

teams?● How can we communicate the FIRST message of robotics to the

Waialua/Haleiwa/Sunset Beach communities?

Step 2: Specify RequirementsTeam Growth:

● Training must connect to FIRST values and prepare students to be active participants atFIRST competitions and outreach events.

● Training enables all students to improve, no matter what their level of experience.● Accountability: Since robotics is a varsity sport, team privileges must be connected to

high academic, behavior, and participation standards.Sustainability:

● Must raise at least $194,400.00 to participate in Robotics during the 2021-22 SY.● By the end of each school year, we raise enough money to end up in the black.● Students must help fundraise part of our budget so that they acquire business skills and

help defray the costs of participation in FIRST.Outreach:

● Must promote STEM and FIRST and FIRST ETHOS.● Must reach an audience outside the Waialua Robotics Program and school community.● Age appropriate: Activities should account for the age & interests of the audience.● Student driven: Students help design outreach and facilitate presentations.

Step 3: Identify Solutions:Team Growth:

● Each year, we implement different workshops and different graduation requirements inhelping our students meet the STEM Honors and CTE Career Pathway SpecialRecognition Diploma. We learn how to better prepare our students to compete in FRCCompetitions and for FRC Awards.

● We have experimented with different versions of our team organization chart. We trialdifferent versions in order to cultivate more student leadership and more cohesionamong the sub-teams.

Sustainability:● We have tried many different types of fundraisers and learned over time which to

continue to implement and the ones to avoid.● We have tried several ways of organizing our fundraising events. Currently, our most

effective fundraiser event is the annual Dole Plantation Waialua Robotics Team LuauFundraiser Event held immediately after the Championships.

Outreach:● We have participated in many different types of outreach events over the years in trying

to spread the word of our program and engage our audience. We have learned overtime how to make our presentations more engaging and hands-on.

Step 4: DevelopTeam Growth:

● This year, we adopted a slightly different organizational chart which catered to certainkey roles and current members in our program and a different organization setup at FRCRegional tournament events. We have team Captains and Lead Mentors whocoordinate each sub-group.

Sustainability:● This year, we applied for several Hawaii STEM grants to help make up for the loss of

major corporate sponsorships and expiring grants, especially due to the COVID-19Pandemic. We were able to overcome an enormous number of lost sponsorships byacquiring the State of Hawaii REACH grant, UPLINK Middle School grant, and the 21stCentury Community Learning Center (21st CCLC) grant. In addition, due to theCOVID-19 Pandemic, our program was able to apply for an receive a Hawaii TechnologyDevelopment Corporation (HTDC) Cares grant to purchase 3D printers for our programto produce PPE.

● We have had some success in setting up a fundraiser system that utilizes the use of ourequipment and facilities to earn future donations. We conducted several small-scalefundraisers such as creating fishing lures, trophies for golf events, and parts for outdatedmachines at local businesses in return for small donations and in-kinddonations/services. During the COVID-19 Pandemic, our program produced PPE faceshields, face masks, and spray shields for local businesses, schools and health carefacilities. During the past 2019-20 School Year, we received the State SuperintendentInnovation Grant for creating WEIP, the Waialua Entrepreneurship InnovationPartnership as a pilot program. The grant provided seed money to purchase suppliesand equipment to fund our projects.

● We just received the Student Support & Academic Enrichment (SSAE) Title IV-A grantawarded to our STEM Learning Center in the amount of $300,000.00 for the 2021-22 SY.This funding helps support both our Entrepreneurship and Robotics program, focused onthe whole student, providing well-rounded opportunities.

Outreach:● We have completed work in organizing a Robotics Open House Tour Event planned

during the 7th week of our Build Season on February 17, 2022. The work includescreating task lists and making key contacts that can help us develop and market thisevent.

Step 5: TestTeam Growth:

● We measure our team’s growth by reflecting on recent FRC Competition Experiences,Results, and Awards:-In 2021, our team competed in the Robot Skills-at-Home Challenge events. As a result,our team won the Robot Skills Champion Award for the Molybdenum Division, and theIndustrial Design Award for our virtual Robot interview, virtual presentation, and ourtechnical binder.

Step 6: ReviseTeam Growth:

● For the following year, we will revise our timelines so that most of our non-Robotdeadlines and expectations are completed prior to the FRC Kickoff and Build Season.

● We will have our construction sub-teams go through technical training during the Fall2022 pre-season due to the machines we have implemented such as our Waterjet andMini-Mill.

● Annually, we modify our team organizational chart if we do not have enough students tofill all the different needed roles on our team.

Sustainability:● We will continue to partner with our main 501c3 foundation called “Friends of Waialua

Robotics, Inc.” We also have been in partnership with the Waialua High SchoolFoundation, which is a Private Foundation. Unfortunately, private foundations havelimited our ability to apply for more grants that we are eligible otherwise to apply for.Specifically, to support the expenses incurred by the Waialua Robotics STEM LearningCenter which includes travel costs to participate in competitions.

● We will also continue to raise funds via the use of our Waterjet Cutter, 3D Printers,Sublimation Printer, Vinyl Cutter, UV Printer and Direct-to Garment Printer for specialinterest groups. A recent example to combat thefts of auto catalytic converters is thesale of our converter shields for various makes and models of Toyota and Lexusvehicles.

Outreach:● This postseason, we plan to assess the evaluation results of our 23rd Annual Robotics

Open House Tour and an End of Year Celebration events (COVID-19 pending) to seehow we could attract more people and make the event much more engaging for ourparticipating audience. We may decide not to have the event but instead organize adifferent type of collaborative outreach to reach a greater number of sponsors andsupporters, and to provide our current sponsors with something new. However, we wereable to get a record number of sponsors for our most recent Dole Luau Fundraiserevents selling 50+ sponsorship tables of 10 which was almost a 20% increase from theinitial year. After 12 previous years prior to the Pandemic of the Dole Luau Fundraiser,Castle and Cooke has donated over $120,000 to our program! Dole Plantationcontinues to supply us in-kind donations from their stores to give out to other teams,sponsors, and volunteers at competitions we attend.

2.3 Team Organization

Thirteen years ago, our program launched an updated organizational chart which consists of 5main different sub-groups (Administration, Construction, Construction Support, Documentation,and Outreach). Each subgroup consists of participating students and a lead mentor. Thesub-teams and their responsibilities were selected and designed to include all the essentialresponsibilities needed to compete effectively at an FRC regional.

Administration Team:The leadership team ensures that the organization structure and communication between thedifferent sub-groups are effective. It is responsible for integrating academic and financial goalsbetween Waialua High School, the Robotics program, the STEM Learning Center, and theHawaii Robotics Organizing Committee/Friends of Hawaii Robotics. * = student captain(s)

● Rhea Mae Arellano*, Christine Alexander-WHIS Principal, Sean Lunasco-Friends ofWaialua Robotics, Glenn Lee-WHS Lead Teacher and Mentor

Construction Team:The technical team designs, builds, wires and program our robot. It is further divided into thefollowing sub-teams: Electrical, Mechanical, and Programming. * = student captain(s)

● Electrical: Meilan Muto*, Zoe Bryan, Bowen Cassel, Rylan Ortega-Shibuya, EmmaPhalen, Malia Goodwin

● Mechanical: Rheamae Arellano*, Aiden Liberato-Wassum, Micah Holmberg, IkaikaMcCormick, Brennan Eason, Ethan McClellan, Kevin Fernandez, Evan Morgan, AlikaMcCormick, Ryson Awaya-Lapot, Enzo Rose, James Zhorne, Malia Goodwin

● Programming: Meilan Muto*, Zoe Bryan, Bowen Cassel, Rylan Ortega-Shibuya, EmmaPhalen

● Mentors-Jefferson Bruno, Malcolm Menor, Cody Smith, Michael O’Neil, Sabina O’Neil,William Blaser III, Floyd Matsumoto, Sean Lunasco, Joseph Gudoy, Randy Wood,Melvin Matsunaga, Paul Hutchinson, Yoshio Yoshizumi, Toshio Yoshizumi, HowardCohen, Carson Moniz, Glenn Lee-Lead Mentor

Construction Support Team:The technical team designs and builds the non-robot items such as the Playing Field, equipmentaccessories for our machines, and safety compliance items.In addition, the support team focuses on developing, implementing, and enforcing safety in theworkplace; ensures that each work area is cleaned, maintained and organized; and prepares forcompetitions and the packing of the robot crate. * = student captain(s)

● Aiden Liberato-Wassum, Alika McCormick, Evan Morgan, Kevin Fernandez, IkaikaMcCormick, Micah Holmberg

● Mentors-Sean Lunasco-Lead Mentor, Michael O’Neil, Carson Moniz

Documentation Team:The documentation team records every learning experience on the team in addition tocompeting for FRC awards in the areas of Animation, Design, Website, and Showcase Events.

In addition, team yearbooks and engineering design notebooks are created to capture eventsparticipated in, lessons learned, and progressions made towards preparing students forpost-secondary education. * = student captain(s)

● Kayuga de Guzman*, Lanikila Wood*, Rhea Mae Arellano, Zoe Bryan● Mentors-Sean Lunasco, Manda Yeung, Kobe Lunasco, Megan Andrada, Glenn

Lee-Lead Mentor

Outreach Team:The outreach team spreads the mission of FIRST, promotes the team academic learningexperiences, and pursues financial support in the form of demonstrations, fundraiser events,testimonies, and assemblies.

● Rhea Mae Arellano*, Kayuga de Guzman, Lanikila Wood, Zoe Bryan, Micah Holmberg● Sean Lunasco, Linda Souza, Lynette Hirota, Michele Lunasco, Manda Yeung, Melvin

Matsunaga, Glenn Lee-Lead Mentor

2.4 Location & FacilitiesFRC Team 359 is located at Waialua High & Intermediate School in rural Waialua, Hawaii.It is located on the North Shore of Oahu, Hawaii and was historically known as a plantationcommunity until the closure of the Waialua Sugar Mill in 1996. The Waialua Robotics STEMLearning Center is located on campus, whose focus on STEM, Project-Based Learning, andArts & Communications supports other classes and programs that the school serves.The program benefits tremendously with its supportive administration that recognizes roboticsas one of the only successful varsity sports on our campus. Our students are used to hands-onlearning, working in teams, using technology, and presenting to diverse audiences.

At our school, our team has access to large lab spaces, a computer lab, classrooms, storagerooms, and offices. All our students and mentors have access to computers, tablets, and othertechnology support. Students also have their own school Google Apps accounts. Our teamuses Google docs to collaborate on documents and to share. In addition, the program hasaccess to other facilities such as the Cafeteria, Wood Shop and Media Center. Each facility hasaccess to our wireless internet network and through a Waialua Robotics Google shared driveaccount for effective communication between shops and work areas.

2.5 Seasonal CalendarPre-Season Meeting Times:August 2021 to Dec 2021: Tuesday and Thursdays (2:30 – 8:00pm), Saturday (10:00-8:00pm)on select days. Our team has met in-person despite the COVID-19 Pandemic followingon-going updated safety guidelines.

Build Season Meeting Times:January 8, 2022 to February 25, 2022 (7 weeks, 7 days/week, 2:30 to 9:00pm weekdays, 9:00 -9:00pm weekends, holidays, and breaks)

Competition and Post-Competition Meeting Times:February to May 2022 Monday - Friday (2:00 - 6:00pm); Saturday (10:00-3:00pm) on selectdaysMarch 2-5, 2022 Canadian Pacific Regional Competition, Victoria, BCMarch 13-24, 2022: Kakehashi Project-JICE, Tokyo, JapanMarch 30-April 2, 2022: Hawaii FRC Regional Competition, Honolulu, HIApril 6-9, 2022 Utah Regional Competition, Salt Lake City, UtahApril 20-2 2022: FRC World Championships, Houston, TXTBD: Indiana Robotics Invitational, Indianapolis, INTBD: RCC China Robotics Competition, Hangzhou, China

3.0 CUSTOMER ANALYSIS & STRATEGIES

3.1 Customer Segment Characteristics & NeedsThis section describes the key characteristics and needs for the communities that we serve inthe Waialua, Haleiwa, and Sunset Beach Communities: WHS students, WHS parents, FRCteams, and neighboring communities in need of Science, Technology, Engineering, andMathematics (STEM) education outreach.Waialua High School (WHS) Students:

● Characteristics of WHS students we recruit to join Robotics:○ Interested in developing engineering or entrepreneurial skills (no prior experience

needed)○ Strong work ethic, communication, and collaboration skills○ Not into our team just for the trips

● Characteristics we cultivate in WHS students who join our team:○ College bound○ Gracious Professionalism○ Design process skills: Builds critical thinking, research & documentation skills○ Leadership skills: Leads by example, able to teach new skills to novice members

● Needs of WHS students we serve:○ Engaging, hands-on training○ Strong mentoring relationships

○ Academic and Career Counseling○ High expectations and rewards connected to clear, objective evaluation methods.

Waialua High School (WHS) Parents:● Characteristics of WHS parents we serve

○ Recognizes student need for high quality extracurricular activities to apply forcollege

○ Need opportunities to complete required 20+ hours of community service perfamily per year-requirement temporarily waived due to COVID-19 Pandemic.

● Needs of WHS Parents we serve○ Want their children to have positive experiences that prepare them for the future.○ Looking for ways to complete volunteer hours that match their skills & their

schedules.Other FIRST Robotics teams:

● Characteristics of teams we are currently best positioned to serve:○ Hawaii Rookie and 2nd year FRC teams○ FRC teams participating in the same regionals that we attend○ FRC teams we have collaborated with in the past○ FRC teams based near our school

● Needs of FRC teams:○ Team Management and Sustainability Tips and Best Practices○ Positive networking that supports positive FIRST culture at Regionals○ Feedback on awards and technical processes during the Build Season.○ Volunteers who can help run events such as fundraisers and other off-season

competitionsCommunities who can benefit from STEM Outreach:

● Characteristics of communities we are best positioned to serve:○ K-12 students, especially those like our rural, traditionally underserved

communities○ Schools and districts that serve diverse, high-needs populations○ STEM programs that raise money and provide training for STEM education

● Needs of communities we can assist:○ Engaging student speakers and mentors who have similar backgrounds to

students who are not into STEM education○ Interesting products and demonstrations to engage audiences○ Students who can use their stories to communicate the value of STEM education

programs

3.2 SWOT AnalysisThis section includes SWOT Analysis for our main customer segments. SWOT stands forinternal Strengths, Weaknesses, and external Opportunities and Threats. SWOT analysis helpsus set goals that leverage team strengths and community opportunities and that focus onenergy on improving conditions that are within our control.

SWOT Analysis: Providing Services to WHS StudentsStrengths (Internal)

● We have several committed mentors and students who are capable of training rookies● We have lots of facility spaces dedicated to STEM-Robotics, with many high-tech

equipment such as 3D printers, a Laser Engraver, a Water Jet, mini mills and lathes,CNC routers, and CAD computer workstations.

● We tend to attract students who enjoy challenging experiences and have above averagework ethic and collaboration skills.

Weaknesses (Internal)● Our team is still trying to close the divide between our technical and non-technical

sub-teams.● We still need to refine our current team organizational chart and team organizational

systems to get every student involved in both our technical and non-technical efforts.● Many of our technical students lack technical experience due to a shortage of other CTE

classes that provide the foundation for technical skills.● We tend to attract students who are over-committed (involved in many other after school

activities) because we are such a small school.Opportunities (External)

● Our school is very well known in Robotics due to our past successes (currently in our22nd season).

● Our school administration is incredibly supportive of our STEM Learning Center. Theyallow our teachers, mentors and other supporting staff members attend FRCcompetitions and outreach events, which assist in the networking of potential and currentsponsorship.

Threats (External)● Due to statewide budget shortfalls, funding for afterschool programs have diminished

each year since 2009, accelerated due to the COVID-19 Pandemic this past school year.● Our program lost $43,500 in non-appropriated funding in 2016 and 2017, $5000 in

2018, $26,000 in 2019, and $33,500 in 2020. We also lost one of our main sponsorsafter 19 years with Castle and Cooke, Dole Plantation.

● Our state is moving to a new testing system called Smarter Balance for the new nationalCommon Core curriculum. State assessments are mandatory which could conflictand/or restrict our FRC tournaments.

● Several afterschool programs compete for our students’ time, including our middleschool Robotics program.

● Our school hired a new principal during the 2016-17 SY and a new vice-principalduring the 2017-18 SY and 2018-19 SY, while losing another vice-principal duringthe 2019-20 SY. Funding from the school level has decreased under the newadministration to $0.00 of direct funding support since 2018.

SWOT Analysis: Providing Services to WHS ParentsStrengths (Internal)

● We provide community service opportunities outside of school hours.

● We provide parent meetings, in the beginning of the school year, before build season,before every FRC trip, and at the end of the school year.

● We have dedicated mentors who provide STEM learning activities for siblings ofstudents, whose parents need additional supervision as they volunteer.

● We provide opportunities for parents to provide input in our program and the opportunityto actively engage as a mentor while their child is in the program.

Weaknesses (Internal)● Our team sends out regular updates only via email and Edline (student academic

performance). No newsletter is provided.● Not enough parent/team meetings.● Need more students involved in informing parents about team outreach events,

schedules, and financial goals. This is difficult due to the lack of documentation teammembers involved this school year.

● Not many parents understand what Robotics/STEM is other than Robotics parents.Opportunities (External)

● Parents are encouraged to volunteer and participate at local Robotics competitions andare invited to participate in competitions in the U.S. Mainland, Taiwan, China, andCanada. Some of the tournaments are pending (TBD) until further notice due to theCOVID-19 Pandemic.

● We work around parents schedules so that they may be an active participant throughoutthe course of the Robotics season.

Threats (External)● Not all parents have email and/or Internet Access.● Some parents do not speak English as their primary language.● Socio-economic background of almost all the families of our participating students in our

program is below average. We are a Title I School during the current 2021-22 SY.SWOT Analysis: Providing Services to FRC TeamsStrengths (Internal)

● We are a process-driven team that is committed to using FIRST as a tool for teachingour students how to think, create and make decisions like engineering and businessprofessionals.

● We contribute to a positive culture and bring our “Aloha” spirit at FRC Competitions byinteracting with ALL teams. Our scouting system encourages each team member tonetwork and interact with every team that participates.

● We collaborate with many local and mainland FRC teams, discussing design ideas,program management, sustainability, and team organization.

● Mentors have a long-term vision for building and sustaining our team. They are willing toshare what they have learned with other teams via email and via workshops at events.

● All of our construction students are required to apply the engineering design process,learn CAD software, and document their work via engineering notebooks.

● All of our documentation students create a “yearbook” team binder both hardcopy andelectronically, in order to share with other teams and interest groups who are strugglingwith similar challenges.

● Our program conducts several Program Management and Sustainability Workshopsthroughout the entire school year, including mainland FRC competitions, STEM events,and conferences.

Weaknesses (Internal)● Our location: It is difficult to help teams that are not from Hawaii due to our isolated

location in the Pacific Ocean. Teams must rely on media and cannot visit our programdirectly.

● Our mentoring staff is small. We simply do not have enough mentors to help start upnew FIRST teams.

● We are highly dependent on external funding sources to support our program as theschool is unable to provide any funds, other than facilities committed to Robotics.

Opportunities (External)● The FIRST culture encourages teams to help other teams.● Chief Delphi Forums are used to share and collaborate ideas, both technical and

non-technical, with other teams.● Friends of Hawaii Robotics (FoHR) is a non-profit organization that supports all

organized Robotics programs in the State of Hawaii. They provide opportunities forteams to participate in outreach events, competitions, and most importantly, assist infunding sponsorship of teams to participate. Due to the COVID-19 Pandemic, FoHRoffered 3 (vs. 1) grant opportunities this school year. However, at the end of the last2020-21 SY, FoHR closed their doors permanently.

● We collaborated with Teams 368 and China teams 5453, 5832, 6227 during the 6-weekbuild season and many other local teams at STEM Outreach Events in 2016 and withChina team 6439 and Australia team 3132 via their FIRST Updates Now program in2017 and 2018. In 2019 we worked with Teams 5515 and 7505 from China, hostingworkshops and program tours while participating in the 2019 Hawaii Regional Event. In2020, we did not host any teams due to the COVID-19 Pandemic. When the Chinateams participate in Hawaii or at the same mainland regional as our program, we willalways either support them or host separate 2-day workshops for the team(s).

Threats (External)● Many FRC teams have a technical/non-technical divide. This complicates collaboration

within teams and among teams.SWOT Analysis: Promoting STEM to our Feeder ProgramsStrengths (Internal)

● Our students complete project-based STEM units in both their Science and Mathclasses. Each graduating senior is expected to do a Senior Presentation to a panel, inorder to walk with their graduating class and participate in graduation ceremonies.

● Our school administration has been supportive in providing facilities dedicated toRobotics. Robotics is the face of our community in rural Waialua.

● Many of our students have taken Graphics Technology (over ⅓ of our school) and areable to provide good visuals and presentations at STEM outreach events andcompetitions throughout the school year. They demonstrate how they apply theengineering design process and workplace readiness skills in problem solving.

● Our school conducts elementary school orientation visits to showcase our WaialuaRobotics Team - STEM Learning Center to all incoming 6th grade students from our 3feeder elementary schools…..Haleiwa, Waialua, and St. Michael. Students from theelementary schools are given the option of participating in our afterschool middle schoolSTEM programs.

● Robotics is introduced at the Middle School level where every student is required toparticipate in an Exploratory STEM Robotics Wheel class for 1 quarter of the year. Inaddition, a technical STEM credit is offered to students who want to join our roboticscompetition teams.

Weaknesses (Internal)● Waialua Elementary School and St. Michael School did not have a competition Robotics

program in place, until this past school year due to our outreach support. Students aregiven the option however, to participate at the middle school level.

Opportunities (External)● Teachers from the middle school have utilized both FIRST and VEX curriculums to offer

Robotics as both a class and an after-school competition program.● Robotics is offered to both elementary and middle school students during the summer as

part of our outreach program. Free and reduced meals are provided during summerRobotics programs.

● Haleiwa Elementary School has recently offered competition Robotics and 2 competitionteams the past 6 school years 2016-22 .

Threats (External)● Because of budget cuts from our own school, the school is no longer able to provide any

funding support for our outreach elementary and middle school robotics programs. Inthe past, outside funding provided stipends and after school grant monies helped coverthe cost of robot kits and mentors.

● The entrance fee to participate in Robotics after school programs has become moredifficult to afford due to diminishing funding support to help defray the costs.

3.3 Value Propositions, Key Channels, & ActivitiesFrom our perspective, our value propositions are the key services we provide to our customersegments: Students, Parents, FRC teams, and our community. The key activities are the thingswe do to deliver our value propositions. The channels are the tools and scaffolding strategieswe use to make sure our activities deliver our value propositions.

WHS students on Team 359:Value Proposition 1: Structure to Create Success: Our STEM Learning Center providesstudents with enough structure to develop skills and products specific to their interests and to

their levels of experience.Key Activities:2021 Level 1 Novice Program: New students attend and complete enabling activities thatconnect to our 5 sub-teams. They also complete training on Safety and Pit Etiquette and take asafety test. They simulate how our team operates during the build season. In addition to smallquizzes and participation in activities, they complete a report that demonstrates theirunderstanding of processes, products and skills they developed to begin contributing to theirchosen sub-team. This report familiarized them with our design process and exposed them tomaterial that would help them contribute to our team.2021 Level 2 Specialist Program: Students complete a report on their major and minor role.They document how they applied the design process to complete projects in an engineeringdesign notebook. All projects relate to our team's success at competing in FRC competitionsand at ensuring our long-term sustainability. Mentors encourage students to describe how theirsupport provides meaningful contributions to their learning experiences.2021-22 SY STEM Learning Center Program: All team members attend technical workshopsand on important non-technical products during the off-season such as our website, omiyage,outreach event planning, and business sustainability products and workshops. Regardless oftheir chosen sub-team, all team members will have opportunities to make meaningfulcontributions to both technical and non-technical products.Key Channels:Google Docs: Workshop materials and program-related docs are posted online and sharedusing this application.Meeting Attendance Google spreadsheet: Used to display all team members' attendance andprogress towards completing Level 1.Workshops, Templates, and Rubrics: Standardized report format that students and mentors useto document how they apply the design process steps. I.e. Define, Problem, Specify constraints,Identify solutions, Develop, Test, Refine.

Value Proposition 2: Mentoring relationshipsStudents learn by working alongside mentors to develop products and processes that improveour team operations, our financial stability, and our ability to compete at FRC Competitions.Key Activities:Product and process development: Students work alongside mentors to develop products andprocesses that improve our team operations, our financial stability, and our ability to compete atFRC competitions.Key Channels:Student Leads and Veterans: Veteran team members and student leads are actively involvedin training our rookies and in coordinating our teams to complete products and processes thatmeet our timelines.Sub-team specific projects: These are challenging (require adult + student collaboration) andimportant (ensure our team's long-term success).Regular sub-team meetings: Several sub-teams meet several times a week, so students have

time to work with multiple mentors.Regular leadership communication: Student and mentor leads often communicate to makesure sub-team efforts are connected to a cohesive big picture. We also have a team captainand a lead mentor for each sub-team responsible for coordinating their respective goals.

Value Proposition 3: High ExpectationsOur students are challenged to acquire NEW knowledge and NEW habits that extend theircomfort zones and prepare them for the challenges of the future.Key Activities:Building Robots: We build robots during a 7-week period set by FIRST between January andFebruary.Awards competitions: Our team competes for several awards each year in order toencourage our team members to generate products and processes that will improve our teamoperations, our team’s sustainability, and most importantly, improve their own learningexperiences.9 FRC Competitions in 2022: Attending multiple regional, championship and off-seasoncompetitions enable us to reflect on our performance and develop new solutions that we test insubsequent competitions.Engineering Design Process: Used to create parts of the robot and document processes keyto robot design. The process is also applied to create business plans and essays that analyzeand resolve challenges involved in building our team.Travel Applications: Students must complete a contract and meet certain objectives andFIRST values, enabling them to earn the privilege to travel and participate in competitionsoutside our State.STEM Learning Center Levels: Students need to be at least at Level 2 in our program in orderto travel with the team. They advance through levels by meeting deliverable requirements thatshowcase ever increasing levels of skill and commitment to the team.

Value Proposition 4: College and Career Preparation:Students learn skills that prepare them for success in college and in their future careers.Key Activities:Resume & College Applications: Students must participate in our College and Careerworkshops, Parent Nights, and attend guest speakers. They must apply for colleges and useFIRST projects as evidence in their resumes and college applications, and most importantly, intheir WHS Senior Presentations.FIRST Scholarships: Over $80 million available and 200 different scholarship providers.Use of real tools and strategies: Students learn and use strategies that are relevant tocareers in engineering and business.Key Channels:Resume & Application workshops: Students learn how to include FIRST experiences inresumes and applications.FIRST scholarships workshops: Assist students with selecting scholarships and preparing

applications at our Parent Night series quarterly workshops.Use of real engineering tools and processes: Students use GrabCAD (new), Tableau (new),Autodesk Inventor, 3D Studio Max, Maya, AutoCAD, SolidWorks, and Master CAM to model andtroubleshoot design iterations and to provide precise specifications to our machine shops thatfabricate the robot parts. The robot is programmed using LabView. We plan to explore Javaand/or C++ soon.Real Business tools and strategies: Student’s research and approach potential sponsors,use SWOT charts and business canvases to analyze and refine our business model.Standardized design process: Used by all sub-teams to address challenges and documentsolutions/recommendations.

Value Propositions 5: Exposure to the Rest of the WorldOur team normally competes at both in-state and out-of-state competitions in the U.S. Mainland,Canada, China, and Japan. Our program is looking to compete in the U.K, Turkey, and NewZealand in the near future as well. Students can showcase their talents outside Hawaii.Key Activities:Students travel to Competitions both in Hawaii and outside of Hawaii. Each trip lasts 5-18 daysat a time.Key Channels:Regional Applications: Used to prepare students and to determine travel rosters usingobjective, clear application criteria.Sightseeing: Mentors and students work together to determine which competitions to enterbased on several criteria. One of the main factors in selecting a tournament is sightseeingattractions that will engage and enrich our students.

WHS Parents on Team 359:Value Proposition 1: STEM Learning Program that prepares Students for their FutureOur program is free and gives students opportunities to work with professionals for countlesshours and develop skills that prepare them for the future.Key Activities:See Key Activities for all student value propositions.Parent Information Meetings and Workshops: Meetings are held at the start of the year,quarterly for College and Career series workshops, prior to the FRC Build Season, and prior toeach Competition trip outside our State.Key Channels:Email, Facebook, and Twitter: Gives parents frequent updates on the progress their childrenare making on their projects and for meeting reminders to parents, students, and mentors.Meeting agendas and student work saved in Google Docs: Enables students and mentorsto collaborate on agenda so that parents can attend engaging, informative meetings.

Value Proposition 2: Opportunities to Complete Volunteer Commitment SupportWHS Parents on Team 359 are encouraged to volunteer at our STEM Learning Center,

competitions, and/or Outreach Events. Our program provides numerous opportunitiesthroughout the entire calendar year.Key Activities:Volunteer opportunities: Team meetings, Outreach Events and Competitions need volunteersand occur during times that fall outside typical business hours such as weekends, holidays, andextended breaks.Key Channels:Email and Google Docs: Use Parent email group and/or Google Docs to solicit team supportat upcoming events.

Other FIRST Robotics Teams:Value Proposition 1: Logistical & Educational Resources Specific to FIRST teamsWe are a process-driven educational organization. We develop educational resources andprocesses to teach our students how to participate in FIRST at a high level. We sharedocuments with other teams that describe our processes and hold workshops to teach othersabout our successes and challenges along the way.Key Activities:Strong Internal documentation: Students create engineering design notebooks and teambinders that describe HOW they solved problems via an iterative approach, and how it relates toFIRST competitions.Presenting at FIRST competitions and Outreach Events: Our mentors provide workshopsduring the off-season to showcase how we use systems to build and sustain our team.Sharing of our Resources: Our team shares our FIRST resources and internal documentswith other teams who request them via email, Facebook, and our website contact page.Key Channels:Engineering Design Notebook template: Guides students to document all steps of the designprocess that were applied while developing products and processes. Students use previouswork samples to identify what an excellent product should look like.Other documents that support FIRST projects: These specify the requirements for FIRSTproducts, and some provide tips on how to develop these.FRC Kickoff event and Off-Season Competitions: Provide opportunities to network withother teams prior to the FRC Competition.Conference Calls via WebEx: Our program has conducted several conference calls, emailsand Facebook messaging with many veteran U.S. mainland FRC teams in order to discussgame and design strategies during the course of the build season.

Value Proposition 2: We understand & cultivate the FIRST cultureWe train our students to interact with other teams in ways that promote the FIRST values:Helping others, Gracious Professionalism, Cooperation, Mentoring, Spreading the message ofFIRST, Building & Sustaining our Program.Key Activities:Scouting at Competitions: Dedicated team members are assigned to scouting other teams at

each of our FRC competitions. We also scout select teams and select matches at otherregionals, in preparation for competing with teams at subsequent events by watching live feeds,match archives on The Blue Alliance, and YouTube clips.Spirit Activities at Regionals: Our team develops spirit tokens, give out “Omiyage” andgames that we use to encourage other teams to have fun at events and visit our pit at FRCCompetitions. Our program is known for giving out macadamia nut chocolates and freshpineapples!Key Channels:Scouting workshops: We train students how to scout other teams in ways that promote theFIRST culture. We teach them how to gather information from teams in ways that are sincere,honest, and courteous. We teach them how to offer help to other teams without beingcondescending.FIRST Core Values workshop: All new students are required to attend a workshop on theFIRST core values during the off-season and complete lessons that require them to gatherevidence of the core values in our program and select role model veteran FRC teams.Google Docs: We use Google Docs to record our match scouting data so that it can beinputted and shared by all scouters on our team. We also create a scouting sheet annuallyspecific to the game challenge and scoring system of the current season. I.e. Rapid React2022

STEM Outreach Organizations & the Communities they serve:Value Proposition 1: Diverse, articulate Documentation Team MembersOur students are very articulate, and our demographics match the populations that STEMOutreach organizations serve.Key Activities:Presentations at STEM Outreach Events: Our team presented at many STEM OutreachEvents this school year such as the Waialua Robotics Team Open House, the Made in HawaiiFestival, HSTA Teacher Institute Day, the AFCEA Technology Conference, STEM CareerNights, and the Elementary School Orientation Tour, along with many more scheduled events totake place the rest of the school year. These were geared towards investors, politicians,parents, and K-12 students.Key Channels:Learning Center Student Engineering Design Notebooks, Team Binders, Team Website,and the Robot: Our students use these items to engage audiences and to describe how FIRSThas impacted them.Middle School Robotics Program: Our students help our Middle School students design,document, and build robots through peer mentorship. We also help fund startup kits for teamsin need.

3.4 Evaluation MethodsReality Check Questions:

● What do our students learn by participating in our Robotics program?

● How do our students present themselves in school and outside of school?● How prepared are our students to represent our team and school at STEM events and at

FRC regional competitions?● Do our students enjoy the time they commit to our team enough that they come back?● How successful are our students in their WHS classes?● How well do our team members know what is going on in their sub-team and also other

sub-teams?● How many students make strong contributions during our build season?● How many students continue to work with our team throughout the entire build season?● How many colleges accept our students? How many scholarships do our students

earn?● How successful are our alumni in their post-secondary educations and careers?

Methods for getting the answers to our questions:● Completing Plus-Delta charts with our team● Having Critical Friends sessions with our team to gather I Likes, I Wonders, and Next

Steps● Assessing our students’ Edline progress reports● Creating and analyzing survey responses● Analyzing meeting attendance data● Competing at FRC Regionals and seeing how our team performs

WHS Parents● Students interview parents and ask them how we can provide better services to them.● Record the number of volunteer hours parents earn by helping our team.● Note how the number of parent volunteers changes from year to year.

Other FRC Teams:● Do the teams that we help come back for more help?

○ We networked with one team, FRC 4158 Leilehua Robotics, starting the 2012FRC Season. We promised to offer them help during the build season and at theHawaii FRC Regional event. During the build season, our teams exchangedemails, visited each other’s program often, and made specialized parts that theteam could not fabricate. We continue to support the team as needed andcollaborate and share ideas often. However, FRC 4158 is not participating inFIRST again this season due to lost mentors and funding. One of their formermentors has now joined our program.

○ We networked with another team, FRC 2090 Punahou Robotics, starting the2007 FRC Season. Every year, we lend our expertise in programming and robotCOTS parts since the team is consistently strapped for parts during the buildseason.

○ During the Build Season, we have regularly helped local teams with materialssupport, fabrication, and design support such as FRC Teams 2437 Sacred HeartsAcademy, Team 3882 Lahainaluna School, and 4270 St. Louis School.

○ We collaborate with many other U.S. Mainland and International FRC teams,where we share robot design ideas and game strategies every season and haveconsistently done this since the 2005 FRC season when we advertised andlaunched our www.waialuarobotics.com website.

● Do teams use our materials when we post them on Chief Delphi? Or at FRCChampionship presentations?

○ Through our website contact form, we have received over 190+ requests for ourteam resources on Program Management & Sustainability since 2012. Evenveteran teams request for such information such as Teams 233 and 836, andcurrently this season by Teams 33 and 2468.

○ Local Hawaii teams have requested for Grant resources and leads and samplewrite ups of how we have successfully pursued STEM funding of our program.

○ Sample grant and donation/thank you letter samples have been provided atSTEM Workshops and demonstrations per request of participants.

STEM Organizations and the Communities We Serve:● How do people respond to our students at outreach events?

○ Since 2008, we have received lots of positive feedback. At several of our STEMOutreach Events and Workshops, we were visited by many of all ages, includingsome of our current sponsors who were impressed with our program.

○ Our program has been supported by many businesses, foundations, and grantsoutside of our community as a result of the impact we make outside ourcommunity.

○3.5 Future ServicesWHS Students on our team:

● Prior to the end of this school year, we hold an end-of-year banquet to celebrate andhonor our team’s accomplishments and to thank our partners, mentors, and sponsors.

● During the off-season, we continue to meet as a team to reflect on our past year and toplan and conduct off-season prototyping of new and innovative robotic designs, devices,and fabrication processes.

● Re-assign, revise, and update responsibilities to sub-teams that each team completes,both technical and non-technical. Set new timelines and goals for all non-technical andnon-robot products. This will free up all teams to work on the robot during the buildseason.

● Provide more workshops on programming and CAD drawing in the pre-season to buildup skill sets in preparation of the FRC Build Season.

● Throughout the entire school year, use the business management and sustainability planas a focal point for team reflections and team goal setting for all sub-teams, not just thefloor management and scout teams.

WHS Parents:● Develop a master list of things parents can do for our team that will help assist in team

goals.

● Prepare presentations for the WHS Parents at our Open House and at Robotics Parentmeetings that list all volunteer opportunities that relate to our team.

Other FIRST teams:● Upload our team’s business plan on our website to give other teams an example that

may help them construct their future business plans.● Coordinate with local Hawaii FRC teams and FoHR to help set up off-season FRC

workshops for both technical and non-technical areas.STEM Organizations and the Communities they serve (especially the North Shore Oahucommunities):

● Invite all our sponsors to a Thank You banquet and presentation at our Annual DolePlantation Waialua Robotics Team Annual Fundraiser Event. Students present theirwork, setup/cleanup the event, and thank the sponsors for their efforts in supporting theteam. A silent auction and beverage station help raise additional funds.

● Our team hosts 2 large VEX Signature International Robotics competitions, called thePan Pacific event, for Elementary/Middle and Middle/High School students during theFall semester of every school year. Teams from across the State are invited toparticipate at our annual event. Our program is hosting an in-person Roboticscompetition with limited participation and strict safety guidelines due to the COVID-19Pandemic for this 2021-22 School Year.

● Our entire Robotics program volunteers annually at the Hawaii Special Olympics event(June 2021 next event) aimed at providing help at a large community event to promoteone of our sponsors Dole Plantation and their support of the agricultural community.

● During the 7th week of our FRC Build season, our program annually hosts a communityevent (February 26, 2021 next event) to showcase the learning experience that ourprogram provides our students. Student-led tours and a robot unveiling event takeparticipants through each facet of our program. Each group hears students explain theimportance of workplace readiness skills and how FIRST positively impacts them. Thiswill be our 22nd event for our 23rd season in participating in Robotics. We didn't host in2021 due to the COVID-19 Pandemic.

4.0 PARTNER ANALYSIS AND STRATEGIES

4.1 Partner ContributionsThis section summarizes the contributions of all the key partners that currently sustain our team.Our team has 4 types of partners: Technical Mentors, Non-technical Mentors, Monetary Donors,and Materials Donors.Key Mentor Volunteers:

● Mr. Glenn Lee (Lead Mentor-All Areas, Lead Strategist, Scout, and Drive TeamCoach) 1999At Waialua High & Intermediate School, Mr. Lee teaches Engineering Entrepreneurship/Technology and serves as the Waialua STEM Learning Center Director, CareerTechnical Education (CTE) Coordinator, and Afterschool Academic/Enrichment Program

Director. As lead mentor, he coordinates and manages the workflow of all sub-teams,provides design input on robot functions, and serves as the drive coach. He is one ofthe original founding members of the Waialua Robotics Program and serves as the maincontact for our team. In addition, Mr. Lee has helped recruit machining, welding, andengineering partners and does all ordering of supplies, equipment, and materials for thefacilities. On his own personal time, he does grant writing to support the program andserves on committees that leverage support for the team’s initiatives from the schooldistrict, the Friends of Hawaii Robotics, and the Hawaii Robotics Community. He is alsoPresident of Friends of Waialua Robotics; whose main purpose is to raisenon-appropriated funds to support the Waialua STEM Learning Center and travel costsfor participating in competitions.

● Mr. Melvin Matsunaga (Lead Shop, Lead Machinist and Construction Mentor) 2006Mr. Matsunaga is a retired Machinist from the University of Hawaii Physics Dept. Aslead machinist mentor, he teaches students how to bring design ideas to life by providinghands-on learning for students in our machine shop. Examples include proficient use inthe areas of basic fabrication, use of shop/hand tools, waterjet cutting, minimill, CNCmill, and the use of a Lathe.

● Mr. Randy Wood (Engineering-Lead Control Systems and Electronics Mentor) 2008Mr. Wood is a retired, former owner of Engineering Company in Newport Beach. Aslead control systems mentor, he mentors students in electrical, pneumatic, and program-ing as they understand how to program in LabView and to utilize each component onthe robot.

● Mr. Jefferson Bruno (Engineering-Lead CAD Design and Construction Mentor)2003Mr. Bruno is a former student of our program and currently an engineer for HawaiianAirlines. As lead CAD Design mentor, he teaches students how to use Solid Works,Autodesk Inventor, Flow Design, and Master CAM as they design and build prototypes offunctional systems and FRC Robots. He also assists in the assembly of the partscreated by students.

● Mr. William Blaser III (Engineering-Lead Scouting, CAD Design andConstructionMentor)2009Mr. Blaser is a former student of our program and currently a mechanical engineer forthe Pearl Harbor Naval Shipyard (PHNSY-IMF). As CAD Design mentor, he teachesstudents how to use Solid Works, Autodesk Inventor, Flow Design, and Master CAM asthey design and build prototypes of functional systems and FRC Robots. He also assistsin the assembly of the parts created by students and all Pnuematic and MotorAssemblies.

● Mr. Yoshio Yoshizumi (Engineering-Prototyping and Construction Mentor)2010

Mr. Yoshizumi is a former student and driver of our program and currently a mechanicalengineer for the Pearl Harbor Naval Shipyard (PHNSY-IMF). As a prototyping mentor,he teaches students in creating robot prototype sub-functions, aiding in the iterations ofour robot designs. He also assists in the assembly of the parts created by students andall Pnuematic and Motor Assemblies.

● Mr. Joseph Gudoy (Lead Welding and Construction Mentor) 2002Mr. Gudoy is a former student of our program and currently a Pipe Fitter at AmericanPiping and Boiler Company. As lead welder, he teaches students how to fabricatematerial into functional parts and the use of both MIG and TIG welding.Mr. Malcolm Menor (Engineering-Lead Electrical, CAD and Construction Mentor)2003Mr. Menor is a former student of our program and currently a nuclear engineer for thePearl Harbor Naval Shipyard (PHNSY-IMF). As CAD Design mentor, he teachesstudents how to use Solid Works, Autodesk Inventor, Flow Design, and Master CAM asthey design and build prototypes of functional systems and FRC Robots. He also assistsin the assembly of the parts created by students and all Pnuematic and MotorAssemblies. As the lead electrical mentor, he teaches students to wire and fabricateconnections of robot parts and the control system the right way.Ms. Megan Andrada (Lead Website, Graphics, Awards, Digital Media andTechnology Mentor) 2010Ms. Andrada is a design and graphics technology mentor and alumni of Waialua High &Intermediate School. As a graphics mentor, she works with students in creating andmaintaining our team website, team uniforms, team banners, team animations, safety inour facilities, and program binders both electronically and hardcopy.

● Ms. Linda Souza (Lead Team Logistics and Activities Support Mentor) 2004Ms. Souza is a Part-time teacher assistant at Waialua High & Intermediate School.As travel team and activities support mentor, Ms. Souza plans the itinerary and handles

logistics for competitions and outreach events. Duties include handling DOE requiredpaperwork, reserving hotels, rental cars, and activities for students as she works with parents on

collection of funds. She also chaperones for trips where needed and provides muchneeded support to alleviate areas of need.

● Ms. Lynette Hirota (Lead Travel Team and Hospitality Mentor) 2000Ms. Hirota is a retired Math teacher of Waialua High & Intermediate School and one ofthe founding mentors of Team 359. As a support mentor, she helps to coordinateoutreach events and works with students in creating “omiyage” and other “Hawaii Aloha”items to competitions and events. In addition, she also supervises students and keepsthem on task as a positive motivator and organizational leader of our team.

● Ms. Michele Lunasco (Team Logistics and Activities Support, Travel Teamand Hospitality Mentor) 2019Ms. Lunasco assists with team logistics, support for team outreachactivities/events/tournaments and hospitality when we host or participate in competitions.

She also chaperones for trips where needed and provides much needed support toalleviate areas of need.

● Mr. Clyde Miyataki (Lead Documentation Mentor) 2010Mr. Clyde Miyataki is a retired general manager at Servco Hawaii Toyota andcurrently a substitute teacher at Waialua High & Intermediate School. As adocumentation mentor he helps the documentation team keep to their deadlines. Hehelps with the editing of articles, supervises the website for consistency andfunctionality, and guides students as they develop individual, team andprogram/engineering design notebooks. As a mentor he also coordinates andsupports the middle school VEX and VEX IQ competition teams, providing buildingand management mentorship and support.

● Mr. Cody Smith (Engineering-Lead Waterjet, Lead Mini-Mill and ConstructionMentor) 2005Mr. Smith is a former student of our program and currently works as a mechanicalengineer at NAVSEA Warfare on Ford Island. As the lead mentor of two of our mostimportant machines, the FLOW Waterjet and SHARP MiniMill, he teaches studentshow to create tool paths and G-code in order to successfully use the CNCcapabilities of our machines.

● Mr. Paul Hutchinson (Engineering-Prototyping and Construction Mentor)2010Mr. Hutchinson is a former student and nuclear engineer at Pearl Harbor NavalShipyard (PHNSY-IMF). As a prototyping mentor, he teaches students in creatingrobot prototype sub-functions, aiding in the iterations of our robot designs. He alsoassists in the assembly of the parts created by students and all Pnuematic and MotorAssemblies.

● Mr. Sean Lunasco (Lead Partnership/Entrepreneurship, Paint/Artist andConstruction and Construction Support Mentor) 2012Mr. Lunasco is a self-employed business owner of Outside the Box. He loves toinvent and create functional tools, devices and accessories of existing products,ranging from automotive, fishing and handheld devices. As the lead mentor, hehelps solicits business partnerships with local entities, providing services to helpthem while they support our program. Examples of local businesses that support ourprogram are Oakley, Nike, Xcel Surf Shop, Midas Hawaii, and HammerheadSpearguns.As lead construction support mentor, he helps students in the areas of woodworking anduse of shop/hand tools in construction. He leads the creation of our Driver Station andPit Setup.Our robots are annually powder-coated in-house led by Mr. Lunasco who showsstudents creative graphical art designs and the proper prepping of materials and spraytechniques for a beautiful and professional looking color.

● Mr. Howard Cohen (Lead FRC liaison, HOF Committee, Volunteer, andControl Systems Remote Mentor) 2021Mr. Cohen is a mentor on teams 25 and 694, but also serves as our team's liaison withFIRST Headquarters and representative in the Hall of Fame Steering group. Alldecisions and input are made in support of our team's mission and goals as weparticipate in the FIRST Robotics Competition. He also aids in tournament participation,volunteers at events we participate in, and provides remote mentoring to our controlsystems team during the robot build season. Mr. Cohen works with our team in-personat many of our competitions and events throughout the year.

● Ms. Manda Yeung (Lead Photography, Awards, ProjectManagement-Logistics, Documentation, Digital Media and Technology RemoteMentor) 2021Ms. Yeung is a former mentor and parent on team 1678. She currently serves as aremote mentor on our Documentation and Media teams, while serving as a technologyand logistics support on our team's competitions and trips throughout the year. Shereviews many of our team's award submissions and writeups, while conducting manyremote workshops and training for both mentors and students in our program onregularly scheduled meetings. Ms. Yeung works with our team in-person at many of ourcompetitions and events throughout the year.

● Mr. Kobe Lunasco (Lead Graphics, Awards, Website, Digital Media andTechnology Mentor) 2012Mr. Lunasco is a former student and lead graphics mentor on our team. He is currentlyattending the University of San Francisco online Graphic Design program as a senior.He regularly mentors our students and assists in all areas of documentation, providingsupport in our areas of need. His efforts has helped our students with visuals duringaward presenting, our website, and any animation and videos created by our program.

● Mr. Carson Moniz (Shop, Machinist, Paint and Construction Mentor) 2018Carson Moniz is a former student and current shop mentor on our team. He assists ourother lead mentors and provides training to students in the use of hand tools andmachines in our shop, especially our Waterjet. He also works on our EntrepreneurialSpecial Projects which helps our program work with partners, raising funds for ourprogram.

● Mr. Toshio Yoshizumi (Engineer in Training-CAD and Construction Mentor)2013Mr. Yoshizumi is a former student and driver, currently studying mechanical engineering@ the University of Hawaii. As a CAD mentor, he teaches students design work increating robot sub-functions, aiding in the iterations of our robot designs. He also assistsin the assembly of the parts created by students.

Parent Volunteers:

Every year, we encourage parents of current students to assist our team in bothfundraising and construction, if applicable.

Monetary Donors:Our program recently raised over $528,658.32 (updated 11-19-2021) with a goal of$194,400.00+ this school year and has raised over 9.7 million dollars since ourinception. The program receives funds from many sponsors and donors who supportboth our STEM Learning Center and our Robotics program from grades 7-12. We ahvealready met and exceeded our goals for the 2021-22 SY. See Itemized List ofSponsors

Materials & Manufacturing Partners:Waialua High & Intermediate School:

● Waialua High & Intermediate School is home to the Waialua Robotics - STEM LearningCenter. The center consists of a Metal Fabrication shop, a Wood Shop, VEX classroom,FLL/VEX IQ classrooms, Documentation Center, Graphics Center, Media Center,Robotics Control Systems Facility, and a FRC Raw Materials Stock Room.

University of Hawaii Physics Dept. Machine Shop:● The machine shop contains specialty tools that the STEM Learning Center may not.

They assist in our robot construction as needed, and also serves as a backup in caseone of our machines are down for repair/servicing.

4.2 Partner Gap AnalysisThis section describes the main partners our team would like to recruit to better sustain ourteam.

Parent Volunteers:● Our team can use more parent volunteers who can help provide meals during the build

and competition seasons, which can help us contact new sponsors and run teamfundraisers, and who can help chaperone students at competitions. This can helpalleviate the pressure and workload that current team mentors have.

Main Sponsors:● Our team has many ongoing sponsors and the Waialua STEM Learning Center.

However, to better sustain our team, our team needs to look internally and figure out away to generate revenue for operating costs. The center relies heavily on outside seedmonies and external sponsorship to operate. In the past, our school cafeteria use toprovide meals during the build season, summer breaks and weekends. The DOE hasmandated that no such support outside of cafeteria normal school business hours takeplace.

Materials Sponsors:● Our team currently does not have all of the manufacturing tools from its wish list to

design and fabricate our robots. Our team is actively soliciting manufacturing partners

and donors who can donate fabrication time, tools and materials that will enable ourteam to close our manufacturing gaps such as sheet metal work and press.

Elementary School contacts:● During the off-season, our team would like to plan and run a Robotics Summer Camp for

students in the North Shore community. Our program needs contacts at the 3 feederelementary schools as well as nearby private schools which are connected to afterschoolprograms. This will help us attract students who may be interested in attending aRobotics Summer Camp.

Other FIRST Teams:● During the off-season, our team would like to plan and run a Robotics Summer Camp for

students in the North Shore community. In the past, our program partnered with otherHonolulu-based FIRST Robotics teams as we helped them develop curriculum for theirrespective Robotics Summer program. We are currently looking to partner withneighboring FRC teams which can help US develop our own curriculum for our very ownRobotics summer camp.

4.3 Partner Recruitment & Retention StrategiesThis section describes how we recruit and retain our key partners:Recruitment StrategiesLetter-writing Campaign:

● Our team sends letters to potential sponsors that describe our team’s activities andachievements, our partner and resource needs, and our methods for recognizing ourpartners. We send out letters at the beginning of each school year.

Grant Applications:● Our Robotics STEM Learning Center Program applies for grants throughout the school

year. To improve this process, we are building a database that includes all theinformation we need to build strong, consistent grant applications that addresssustainability plans. This includes descriptions of our operating costs, other revenuegenerating sources, other donors, our milestones, our community events, team rosterinformation, and highlights of recent successes.

Face-to-face Solicitation:● Mentors from our program ask their contacts to recruit fabrication partners.

Parent meetings:● Our team prepares presentations for parents of Robotics Team members that describe

how they can volunteer to support our team.

Retention Strategies:Thank You letter campaign:

● At the conclusion of each school year, we send thank you letters, an 8 x 10” team photo,and a follow up grant report (if applicable) to all of our sponsors that contribute $100 ormore to include how their contributions were used and positively impacting our program.

Thank You Event:

● In the past on the 2nd Thursday of May every year (last time on May 9, 2019 due toCOVID-19 Pandemic), we planned an Annual Fundraiser Luau Banquet Event inpartnership with our main sponsor Dole Plantation, inviting team members, mentors,sponsors, and their families to celebrate our accomplishments and highlight ourgraduating seniors. This school year, we plan to host our own event either at the schoolor Waimea Valley Falls to celebrate the 2021-22 School Year and 23rd season.

4.4 Partner Quarterly GoalsApril to June 2019 Goals:Build a Partner Database:

● Glenn Lee coordinates our entire team to assemble a spreadsheet that includes theinformation on potential sponsors that are supporters of the Hawaii FIRST Roboticscommunity and STEM Education in Hawaii.

Major Corporate Sponsors and Grants:● Glenn Lee applies for major grants from the REACH Hawaii Foundation, McInerny

Foundation, the Hawaii Community Foundation, the State of Hawaii REACH grant, the21st CCLC STEM grant, the National Science Foundation (NSF) grant, and other majorFoundation grants to help cover costs of participation in the FIRST Robotics Programand to support our Robotics STEM Learning Center. In the Fall of 2020, our programpartnered with the Hawaii Technology Development Corporation (HTDC) in receivinggrants to purchase equipment for our programs.

Send Thank You Items to our main Sponsors in early June:● Team 359 sends out “Omiyage” and trophy plaques that honor the partnership and

support of our program.Reconfirm our Assurances with Partnering 501c3 Organizations:

● To qualify for more grants that require a non-profit status, we have partnered with theFriends of Hawaii Robotics (FoHR) and the Waialua High School Foundation to garneradditional funds to support our STEM Learning Center and participate in FIRSTRobotics.

July to September 2021 Goals:Run Summer Robotics Off-season projects and Tidal Tumble/Beach Blitz off-seasoncompetitions:

● Our program will meet daily to work on other Robotics programs such as VEX andprepare to compete in 2 California off-season FIRST Robotics competitions.

Contact New Potential Sponsors:● We will begin to use our partner database to contact potential sponsors. We will invite

potential sponsors to our program for a grand tour of our facilities. Site visits donefollowing COVID-19 Pandemic provisions.

Assemble Grant Information, apply for grants, and implement school-level support of theState Learning Center and Career Technical Education funding:

● Glenn Lee will update our grant spreadsheet to include this year’s community outreachevents and our achievements. He will submit a One Year Strategic and Budget Plan to

outline use of school-level funds appropriated to the STEM Learning Center. He will alsoapply for other local grants that are available during this time.

October to December 2021 Goals:Continue contacting potential sponsors:

● By October, we will contact all of the main sponsors in our Community and State,especially those that support us currently and in the past.

Apply for NASA Grant:● Although our program has not received funding support from the NASA Grant in recent

years, Glenn Lee will still assemble and submit for the Sustain Grant to make up for thediscontinued expiring support of the Hawaii P-20 grant, the reduced R.M. TowillFoundation, and now no sponsorship from Dole Plantation after 19 years of support (4 ofour major sponsors where losses are at $33,500.00).

Create parent volunteer list and hours schedule:● Linda Souza, Michele Lunasco and Lynette Hirota will collaborate to develop a master

list of all the possible ways Team 359 parents can volunteer and support our team. Theprogram needs support in the areas of Build, Chaperones and Drivers to transportstudents to outreach events/competitions, and weekly Meals/Snacks for team members.

5.0 FUNDRAISING ANALYSIS & STRATEGIES

5.1 Past Fundraising Methods & ResultsThe total funding support for the 2020-21 School Year was $404,903.45 which was above ourprogram goal to raise $126,500.00. The required resources for meeting this goal involved therobotics team mentors as we accumulated funding from grants, corporate sponsors, our STEMLearning Center, the CTE Perkins grant, many individual donors and Waialua High School.Back in 2005, we moved away from our formal fundraising initiatives since we attempted manyfundraisers with little to no profit. The amount of time spent in developing and implementingfundraisers are little to none currently, as the program focuses on partnerships and larger eventsfor sponsorship. Our emphasis continues to be building competitive robots and competing innon-robot categorical awards such as the Engineering Inspiration and Entrepreneurship Awards.Most of the buyers of our fundraisers consisted mainly of WHS students, parents and facultymembers, in addition to people that attended our outreach events. Although our teamfundraising strategies are minimal, we realized that our students needed to be more involved innot just fundraising, but also in understanding of basic financial planning and implementation.

5.2 SWOT Fundraising AnalysisThe following section describes positive and negative, internal and external factors that affectour team’s fundraising efforts.Strengths (Internal)

● Students are experienced in giving presentations about our program.

● Multiple members of our team have been proactive in finding potential fundingresources, including parents of student members.

● Our main mentor has experience and a good track record in setting/meeting fundraisinggoals consistently since 2004.

● Students are enthusiastic to help support the Team effort through fundraising.Weaknesses (Internal)

● A few of our students and parents have put in a lack of effort towards raising funds forthe Team, due to personal and financial issues.

● Students need additional experience in fundraising and are intimidated by it.Opportunities (External)

● Our District Superintendent has been incredibly supportive of our program. For the pastseveral years, they have donated Facilities funding which provides custodial and facilitysupplies to replenish consumable and cleaning materials used during the prolongedhours of working afterschool, weekends and breaks in Robotics.

● Dole Plantation operates within our community and will provide new partnership andfundraising opportunities in the upcoming 2022-23 School Year and beyond.

● The Friends of Hawaii Robotics (FoHR) supports and maintains a Mobile Machine Shopduring the FRC Build season to support teams in need of fabrication of parts. FoHR willtransfer the responsibility to the Hawaii Regional Planning Committee next school year.

Challenges (External)● Many of our main sponsors in the past have pulled sponsorship due to retiring CEO’s or

change in leadership.● The economic situation in the Waialua/Haleiwa/Sunset Beach North Shore communities

has gotten progressively worse since the closure of the economic mainstay, WaialuaSugar Company, went out of business in 1996.

● Waialua is economically disadvantaged and there are limited local businesses with thefinancial security to donate to our program. We spend much time in Honolulu tofundraise.

● Waialua is a small rural community school that has many different clubs/organizationscompeting for the same limited student/parent resources.

5.3 Future Fundraising GoalsJune to September 2021:● Sell annual Zippy’s Benefit Chili Fundraiser Tickets to raise funds for local expenses

to Robotics tournaments and Outreach Events such as transportation costs, meals,and registration fees to raise at least $2,000.

October to December 2021:● Sell Krispy Kreme donuts and Haleiwa Businesses Discount Cards to raise at least

$5,000.● Sell meals, snacks and beverages at our Annual North Shore VEX IQ Robotics

Elementary/Middle School Tournament held on December 4, 2021 to raise at least$2,000. Smaller event due to the COVID-19 Pandemic.

● Sell meals, snacks and beverages at our Annual North Shore VEX EDR RoboticsElementary/Middle School Tournament held on December 11, 2021 to raise at least$2,000. Cancelled due to the COVID-19 Pandemic.

●

January to March 2022:● Sell End of Year Team Fundraiser Tickets to be held on May 10, 2020 to raise

$10,000. Additional funds to be raised through beverage sales, silent auction items,and on-site retail vendors. Cancelled due to the COVID-19 Pandemic.

● Sell Team 359 Robotics T-shirts at our Annual Robotics Open House Tour onFebruary 17, 2022 to raise at least $500.

● McDonalds of Hawaii Robotics Week in March 2022 during Spring Break fundraiserearning $1 for each McMuffin sold, to raise at least $1,500 (similar to the 2020proceeds). 2021 event was cancelled due to the COVID-19 Pandemic.

● Waialua Festival Carnival-sell “Made in Waialua” products to raise $5,000 on March1-3, 2021. Cancelled due to the COVID-19 Pandemic.

April to June 2022:● Continue selling End of Year Team Fundraiser Tickets for Celebration to be held on

May 12, 2022.● Update processes for analyzing and improving the efficiency of ongoing fundraising

events.● Continue Research and Development of Robotics Projects to be used as a future

fundraising source.

6.0 FINANCIAL PLAN

6.1 AssumptionsAs a 23-year program, we have previously been heavily dependent on Waialua High School andfundraising as our main financial support. Since the 2004-2005 School Year, and one yearremoved from cancelling our FIRST Robotics program, we developed a set of goals to enhanceour funding by pursuing corporate sponsorships, applying for grants, and developingpartnerships with STEM groups through our Outreach efforts. As a result, we have been able tosustain our program through a diverse set of funding sources aimed at:1. Supporting growth, currently servicing over 40+ students in our newly created Waialua

Robotics-STEM Learning Center.2. Ensuring a STEM program curriculum continuum from grades 7-12.3. Being able to provide consistent learning opportunities as sponsorships/grants expire, while

actively pursuing other funding sources.Our assumption is that we can consistently raise enough funds to participate in 3 FRCregionals, a Japan special STEM cultural trip, several off-season events (U.S. mainland andInternational), and the FRC Championships annually through aggressive student fundraising,corporate sponsorships, grants and State-level funding.

6.2 Key Financial IndicatorsTeam 359 uses the following financial indicators to measure its success:

● Breakeven Point by June 1, 2022. We need to raise enough money to cover thecurrent 2021-22 season.

● Fundraiser Ratio: We want our ratio of money raised through fundraising to themoney raised through grants, State-level funding, and major corporate sponsorshipsto equal 1:10. With our annual budget of over $194,400 we would need to raise$70,000 through fundraising.

● Major Corporate/Foundation Sponsorship: In preparation for the 2021-22 SchoolYear, we want to have assurances by August 1, 2021 that the McInerny Foundation,Castle & Cooke/Dole Plantation, the Waialua Federal Credit Union, Pioneer SeedCompany, Skydiving Hawaii, Friends of Hawaii Robotics, Randy & Mary Wood, andHawaiian Electric Company provide continuous support as they account for asignificant amount of our annual operating budget of $194,400.00 set for this schoolyear.

6.3 Projected Balance Sheet2021-22 SY Liabilities: Since our team is traveling to 3 FRC regionals, a Japan special STEMcultural trip, the FRC Championship, and various other off season Robotics competitions suchas the RCC China Robotics Challenge, we need to raise $194,600 in projected operatingexpenses.

Waialua Robotics – STEM Learning Center Budget Plan:

Budget 2021-22 School Year:

Dated proposed revenue and expense budget for the project, indicating other potential and current funding

sources and the duration of time over which funds will be needed.

StartDate: Source of funding Description of Item

Expenses

Duration

7/1/2021

DonationsDonation and thank you letter expenses,startup costs $500

10months

10/1/2021Learning Center, School-level Funding,Carl Perkins (CTE), and donations

Robot materials, parts, and equipment;stipends for volunteer support (CTEapproved) $55,000

7months

7/1/2021

School-level Funding and Donations Computers, computer supplies, computer $14,00010months

peripherals, software

7/1/2021

School-level Funding and DonationsRobot lessons, activities, units, and classsupplies $10,000

10months

7/1/2021 Donations Uniforms $1,500 N/A

1/1/2022 Donations Gifts to other teams, event coordinators, $1,500 6 weeks

special guests (omiyage)

11/1/2021 Learning Center and DonationsFIRST Robotics , VEX, VEX IQ, and FLLcompetition entrance fees:

$16,000 Mainland and Hawaii regional events,$8,400 championship events. $24,400

12months

7/1/2021 Team fundraising, business partnership, Robotics regional expenses: Airfare, hotel, $55,0008months

State and Federal grant funding, and transportation, meals, miscellaneous items,

donations and other activities

7/1/2021 Team fundraising, business partnership,Robotics championship expense: Airfare,hotel, registration $30,000

9months

State and Federal grant funding, and transportation, meals, miscellaneous items,

donations and other activities

4/1/2022 DonationsThank you awards, banquet, plaques, andgifts $2,500

2months

Total Amount needed: $194,400

6.4 Business Ratio● We raise money through four revenue streams: Fundraising, Grants, Donations, and

State-level funding.● Our key business ratio is the ratio of our fundraising money to money raised through

grants, donations, State-level funding and sponsorships.● As our Robotics STEM Learning center grows, we want our fundraising stream to be a

lower part of this ratio because we want our students to focus their efforts in the learningopportunities and to actively participate in Outreach Activities and Events.

● In the future, our goal is to eliminate all fundraising. Ideally, we would like ourfundraising to grant/donation ratio to be 0 as opposed to the current 1:10 ratio.

6.5 Long-term PlanJanuary 2023 Goal: By January 2023, when historically 99% of all funding resources aregenerated, we want to go back to and continue to raise $194,600 to cover the anticipatedoperational expenses from this past school year. To raise funds to make up for lost majorsponsorships this past year, we plan to secure additional funding through Friends of WaialuaRobotics, Inc. while it continues to establish additional partnerships in order to generate morerevenue to meet our annual financial goals.

Quarterly Goals:January to March 2022

● Raise at least $194,400.00 by the end of the 2021-22 School Year.Goal met: Already raised $528,658.32 as of November 19, 2021.

April to June 2022● Start work on the 2023 Business Plan.● Send thank you letters, team photo, plaques, trophies and gift baskets to respective

donors, corporate sponsors, volunteer mentors and outstanding students.● Create an action plan list of capital investments the team needs for the 2022-23 School

Year. Highest priority is still a Sheet Metal Press. Our program was able to achieve theprevious year’s goal of acquiring industrial 3D Printers, a UV Printer, a Mill and multiplehand and power tool devices.

● Work with our Public non-profit 501c3 sponsor Friends of Hawaii Robotics and Friends ofWaialua Robotics, Inc. into having all our major sponsorship funding to be housed withthem, allowing for flexibility and broader range of use of funds to support team goals.

● Revisit the 2023 Business Plan and quarterly goals. Include chapter on teammanagement that describes in detail mentor responsibilities, student leadresponsibilities, and mentor gaps.

July to September 2022● Raise and secure at least $100,000 through State-level funding, major sponsorships,

donations and grants.● Raise at least $70,000 through fundraising events.● Continue building database of possible sponsors. By September, the database will

include at least 3 additional potential sponsors our team can approach during the nextquarter.

October to December 2022● Apply for the NASA Grant.● Raise and secure an additional $500,000 through additional Legislative funding (OST) to

purchase large equipment and upgrade current older equipment.● Revisit the 2022 Business Plan and quarterly goals.● Complete all large purchases to include training/planning in preparation for use during

the 2023 FRC Build Season.