Goals, Strategies, Tactics
Organizational Goal #1: Establish Clear Organizational Identity and Messaging
- Create clear Vision, Mission, Core Values
- Create clear menu & timeline of services decreasing a duplication of care
- Increase staff understanding of organizational identity
- Increase education of staff and board avoid mission creep & negative impact
- Increase participant understanding of organization identity
- Build year 2 of Marketing & Communications plan
- Build out year 3 of Marketing & Communications plan
- Create advocacy strategy & agenda
Assignment: Individual Board Chairs, President/CEO
- Review and enhance the structure of the governing boards
- Clarify roles, responsibilities and relationships of the three functioning boards
- Review and update bylaws and policies
- Update committee descriptions, goals, member skills, reporting and timelines
- Revise recruiting procedures, scripts, criteria (reflecting BOD Profile Survey results)
- Recruit new members to fill gaps in each board
- Develop comprehensive onboarding and orientation programs for new members
- Create education programs about fiduciary responsibilities and role of board members
Organizational Goal #2: Build Stronger Community Awareness
- Create marketing collateral targeting identified audiences
- Identify metrics to measure & monitor marketing efforts
- Enhance process & strategy of organization participation in external engagement
- Increase & enhance formalized collaborations for services & referrals
- Identify in-kind radio/TV/Print exposure
- Assess year 1 statistics & build plan for year 2
- Assess community awareness after year 2 & build plan for year 3
Assignment: President/CEO, Performance Beyond Today resource
Working with the 2025 Vision as a guide and addressing current environment and market influences, reimagine the organization’s operating structure.
- Evaluate market needs and opportunities
- Align operating structure to provide best in class services to needs
- Invest in enhanced reporting systems for optimizing organizational performance
- Enhance operations communications to strategic leadership team and board of directors
- Apply process improvement tools to transform waste into additional service capacity
Organizational Goal #3: Diversify Funding Sources
- Reduce government dependency by 25% over 3 years
- Identify services eligible for private pay, determine generated revenue, & what to pursue
- Review, update, & roll out sliding scale fee structures & determine impact
- Cultivate strategic plan to increase philanthropic giving over 3 years
- Develop planned & legacy giving strategy
- Create a task force of entrepreneurial community members who understand nonprofits
- Research and report on opportunities to:
- Initiate fee-for-service programs
- Explore concepts beyond current boundaries
- Identify funded, collaborative partnerships (public and private sectors)
- Extend current programs to new private pay markets
- Establish programming goals, with milestones and timelines
Enculturate a level of comfort and understanding among staff about the need to develop financial independence and security for the organization.
- Create educational initiatives
- Communicate positive messaging
- Involve thought leaders and early adopters in the process
Organizational Goal #4: Strengthen Presence in St. Lucie County
- Establish brick and mortar location
- Incorporate transitional programming for ages 18-22
- Develop & expand St. Lucie specific collaborations
- Create marketing strategy that targets St. Lucie County
Assignment: President/CEO, strategic leadership team, Board of Directors task force
Building on years of successful programming, Helping People Succeed will create a plan to expand its critical programs to areas of need and opportunity in the region.
Evaluate opportunities and plan to:
- Expand mental health services to adult populations
- Develop an Infant Mental Health program
- Expand and develop services that will attract private-pay clients, including counseling parenting classes for families not currently financially eligible for reimbursed services
- After school care
- Programs for fathers
- Transition programs for clients 16 to 25
- Partnerships with complimentary community organizations
- Additional service locations
- Baby Steps to Indian River and Okeechobee counties
- Employment opportunities in Indian River and Okeechobee counties
- Autism Navigator certification, Occupational Therapy, Physical Therapy, Applied Behavioral Analytics and other related services
- Expand functional literacy components within each program of Helping People Succeed
Organizational Goal #5: Improve Staff Retention
- Implement a comprehensive staff compensation structure to meet or exceed market comparison
- Review and improve benefits package
- Cultivate a culture of belonging for all staff
- Increase professional development opportunities for staff
Assignment: President/CEO, strategic leadership team, Board of Directors task force
Helping People Succeed will enhance current efforts and create an optimal organization that provides an exemplary workplace.
- Invest in a professional, regional compensation evaluation report
- Review Helping People Succeed’s program of compensation and benefits
- Engage employees in evaluation process to prioritize improvements
- Invest in new technology to improve efficiencies, management, reporting and security
Develop an Employee Recognition program led by a committee of staff members who are empowered to recommend activities that are meaningful to other employees and that celebrate breakthrough moments.
Encourage employee involvement in all aspects of the organization through a formal suggestion and feedback process.
Organizational Goal #6:Create a Comprehensive Approach to Data Collection and Analysis
- Identify the data needed organization wide to always be aware of needs
- Create a method and recognize tools for data collection & reporting
- Create a continuous improvement model utilizing data insights
Assignment: CFO, President/CEO, Board of Directors task force
Develop programmatic and financial reports based on “dashboard indicators” to assist the board and leadership team in making decisions and identifying opportunities
- Incorporate a "Trends" component in Leadership Team deliberations
- Report significant trends to the board on a regular basis
- Provide board updated legislative and regulatory news
Organizational Goal #7: Communications/Community Awareness
Assignment:President/CEO
Add: Communications Director position
Helping People Succeed will become more widely known and recognized as the lead agency providing essential services to achieve and maintain self-sufficiency to residents of Martin, St. Lucie, Okeechobee and Indian River counties.
- Develop and implement multifaceted communications program
- Improve the website to make it more consumer friendly
- Identify key market segment and craft effective messaging for each
- Motivate volunteers
- Support grant and funding requests
- Increase return on social media investment
Organizational Goal #8: Expand Fundraising Platform
Assignment: President/CEO, Gift Planning Officer, Board of Directors Task Force
While Helping People Succeed intends to provide the highest quality of services offered most efficiently, we will require funds to supplement critical programs, invest in pilot projects, and fund expansion platforms until the return on investment is realized.
Our development strategy should expand to include the resources necessary to develop every reasonable avenue of total funding. We will engage a task force lead by the Foundation Board, but fully inclusive of the Operating Board and community volunteers to execute a more complex development plan with goals and milestones set by the Operating Board and CEO as necessary to help achieve annual goals.
Additional components of the annual plan will focus on means to develop a risk preparation fund that would see the organization through any potential challenges in the future.
We will invest in the development infrastructure as necessary to achieve our goals most cost-effectively.
This may include a development officer in another geographical area, and a grants writer to consolidate and coordinate all grant applications, management and reporting.
Organizational Goal #9: Succession Planning
Assignment: President/CEO, Board of Directors
To assure sustainment of the organization over time, a well-crafted succession plan is required for board membership and organizational leadership.
- Establish emergency leadership protocols for each area
- Determine succession strategies, policies and procedures
- Conduct annual updates
- Institute a leadership development program for board and operations
- Institutionalize in board handbook and operations manual