Catholic Charities of Northwest Florida Strategic Planning Retreat May 18, 2013 2009 to 2019

Catholic Charities of Northwest Florida Strategic

Planning RetreatMay 18, 2013

2009 to 2019

Today:

Overview of Strategic Plan Approved Format & Plan

Regional Strategic PlansStrategic Discussion

Strategic Planning Model

What the Board and Sr. Leaders Envisioned

Financial Stability to provide mission servicesClear understanding of relationships between

Diocesan Board, Regional Boards, Staff, & EDService, Advocacy, ConveningProvision of dynamic & diverse services to meet

the unique needs of each regionStrategic & Operational Alignment

Structural Assumptions

Diocesan Board Establishes Policy-- Regional Boards’ Members Provide Input & Take Part In Policy Setting

Executive Director Reports Concurrently to Bishop & the Diocesan Board

Senior Leaders of Regions Report to EDRegional Boards are Advisory in Nature to Regional

Senior Leaders, the Diocesan Board and ED; Do Not Establish Policy

Committo Excellence

Build a CultureAround Service

Measure the Important Things

Create and DevelopGreat Leaders

Focus on EmployeeSatisfaction

Build IndividualAccountability

Recognize and Reward Success

Communicateat All Levels

Align Behaviors with Goals & Values

Nine Principles®

Evidence Based Leadership (EBL)

Must HavesSM

Rounding Thank You

Notes Employee

Selection Key Words at

Key Times

Re-recruit high and middle performers

Move low performers up or out

Agendas by Pillar

Pillar Goals

Idea Innovation

Process Improvement

Create process to assist leaders in developing skills and leadership competencies necessary to attain desired results

Implement an organization-wide leadership evaluation system to hardwire objective accountability

Aligned Goals Aligned Behavior Aligned Process

Standardization AcceleratorsKey Behaviors

Performance Gap

Leader Evaluation

Leader Development

Foundation Breakthrou

gh

To Build a Plan!

Service Quality People Finance Growth Community

Mission

Catholic Charities carries out the social mission of the Catholic Church in Northwest Florida to serve, to empower and to advocate for vulnerable

families and individuals of any race, religion, or national origin

Philosophy and Principles

Pillar Principles

Overarching Philosophy & Principles

Catholic Charities:Performs as the official charitable & social ministry agency of the

Diocese of Pensacola – TallahasseeStrives to incarnate in its programs the Church’s spirit of service to the

needyProvides specific ministry to assist the communities in fulfilling, in a

planned and effective way, the work of serving people in needMaintains deep respect for the individual, their right to life, quality of

life, and capacity for self-development, freedom and self-determination

Use the principles to guide the personnel practices of Catholic Charities, and implement them in a spirit of charity, justice and service

The Foundation

Mission

Catholic Charities carries out the social mission of the Catholic Church in Northwest

Florida to serve, to empower and to advocate for vulnerable families and

individuals of any race, religion, or national origin

The Pillars with Strategic Vision


Exceed the expectations of those we serve, externally and internally

Set the standards for charitable services

Be the organization of choice for staff and volunteers

Strengthen Financial Stability as we change and grow

Expand the influence of our Mission and Vision

Advance the well being of our communities with our time, talents, and resources

Exceed the expectations of those we serve, externally and internally, as we would serve Christ

1st Tier Pillar Goals


Connect to purpose in all we do

Build a culture of quality in all we do

Recruit and retain highest quality human resources

Pursue sources of revenue

Expand our current and develop new lines of business

Encourage service to our communities

Create and deliver charitable services

Focus on improving core services

Build an organization of leaders

Operate efficiently

Shape the future of Catholic Charities

Recognize service to our communities

Five Prime Areas for Strategic Direction

1. Alleviate Poverty Through Self-Sufficiency (Bridges to Circles)

2. Build Families Through Adoption3. Provide a Path for Legalization, Citizenship

and Resettlement 4. Provide Professional Faith-Based

Counseling for All Income Groups5. Provide Leadership for Disaster

Preparation, Response & Recovery

Strategic Goals & Tasks Northwest Florida

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Quality

Build a culture of quality in all we do.

Refine evaluation methods to more accurately reflect CC needs.

Emphasize continuity and cohesion of programs and brand.

a. Review Agency structure to ensure efficiencies.

b. More deeply engage PQI understanding and usage.

c. Ensure adherence to agency wide protocol to advance a singular brand and consistent program delivery.

d. Ensure continued COA compliance.

a. Marry LEM & PAR goals to job descriptions.Refine job descript. as needed.

Agency Tasks


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

People

Build an organization of leaders.

All staff will have access to appropriate professional development and leadership training

Develop professional internal communications.

a. Have staff work with director supervisor to create a professional development plan based on PAR.

b. Offer access to leadership training on a bi-annual basis that is commiserate with the staff member’s skill level.

a, Create an internal communications protocol and training.

Agency Tasks


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Growth

Create a true culture of philanthropy at its deepest level


a. Engage donor beyond check writing.

b. Grow an internal culture of philanthropy, in partnership with Bishop, Boards and Diocese.

Measurable tasks in development

Agency Tasks

Fort Walton BeachPanama CityPensacolaTallahassee

Regional Strategic Plans

Regional Goals & TasksFt. Walton Beach

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Service

Create and deliver charitable services

Expand outreach services to underserved corners of region. (i.e. North Okaloosa County

Expand outreach services to Walton County

a. Continue to send case manager to Crestview and Walton County on alternating weeks.

b. Explore possibility of instituting a Bridges to Circles program.

a. Institute mobile food pantry.

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Growth

Expand our current and develop new lines of business

Expand community awareness by reaching out to new potential clients.

Reach out to potential new donors and supporters.


a. Produce new informational materials in both English and Spanish that outline the services CC provides.

b. Increase social media presence.

c. Partner with other agencies to leverage the assistance we can provide.

a. Utilize board members as ambassadors to reach new potential donors.

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Financial


Identify & cultivate new sources of revenue, including donors, foundations & grants

Institute a planned giving/major gifts program.


a. Research new grant opportunities and establish relationships with local foundations.

b. Increase the number of applications for grants.

c. Partner with other CC regional offices to explore new grant opportunities.

a. Work with board members and CC Director of Dev. to create major gift plan.

Regional Goals & Tasks Panama City

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Service

Connect to purpose in all we do,

Staff and volunteers to commit themselves to renewal of the spirit.

a. The regional board to become fully immersed in the programs and activities of the regional office.

b. Add a scriptural reflection time to the board meeting agenda continuing with the theme, “Who am I in Christ.”

c. Board to hold quarterly breakfast with local pastors.


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Finance

Pursue new funding sources

Increase grant participation with other non-profits

a. Increase grants by 2 additional partners. Confirm how much additional funding to be raised based on FY13 baseline.

b. Raise $50-75K for Circles and integrating St. Barnabas Transitional Home participants.


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

GrowthExpand our current and develop new lines of business

Adopt an aggressive communications plan

a. Each board member to adopt a CC initiative to serve as the liaison to the regional board, and to advocate to the community as a whole about that particular initiative.

b. Prepare quarterly a list of needs for CC programs and distribute to faith based organizations…extend to community.

Regional Goals & Tasks Pensacola

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Service

Connect to purpose in all we do.

Internalize the mission by building heart for mission/services among Board members

Provide competency training.

a. Provide CST education

b. Volunteer with programs

c. Provide opportunities for board member to live faith and CST

d. Deepen relationship with God through board service.

a. Train board on vocabulary and branding of CCNWFL

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Growth

Shape the future of Catholic Charities.

Create Mid-term partnerships with individuals, organizations & community

Create Long-termpartnerships with individuals, organizations & community


a. Cross denominational outreach.

b. Speaking engagements.

c. On-going multi-channel targeted communication.

d. Customized/Strategic organizational and corporate outreach based on CC programs

a. Emphasize donor stewardship and deepening current relations.

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Financial


Build Long term sustainable services & business model

Special Events


a. Consignment Store

b. Annual Campaign

c. Year long corporate sponsorships

d. Planned Giving

a. Mission-centric events that both make money and create new relationships & support

Regional Goals & Tasks Tallahassee

Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Financial


Maintain stable services & programs through diverse & sustainable revenues

Short & Long-term Sustainability

a. Raise $40,000 through events

b. Fundraising Event Committee will evaluate and select 3-5 major and minor fundraising methods.

c. Emphasize current donor relationship and cultivate additional donors & foundations.

a. Maintain or increase current grant revenueb. Work with M&D Director to initiate annual giving campaign (Legacy of Giving).c. Explore possible business plans for independent source of revenue


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Build a culture of quality in all we do.

Improve the quality & Outcomes of our EA Program

a. Offer more comprehensive case management through EA.

b. Explore possible service models such as Bridges to Circles . OR

c. Consider modeling EA Case Management services after Refugee Resettlement Program .


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Growth


Every Catholic in Tallahassee will have an awareness of CC mission & programs

a. Develop Marketing Plan to educate all area Catholic about CCb. Produce new informational materials (English & Spanish) that outline CC servicesc. Increase social media presence.d. Identify liaisons for every parish. e. Publish quarterly reports on CC programs in every parish bulletin.

Partner with other agencies to leverage the assistance we can provide.

a. Establish one new major partnership this year.


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

Service

Connect to purpose in all we do.

Internalize our mission and deepen our faith in God through our CC service.

a. All staff and board meetings will contain a spiritual component.

b. Bi-annual education on CST for staff and board.


Strategic Vision

Quality

1.

2.

Regional Tasks

A.

B.

C.

D.

E.

A.

Regional Goals

People

Recruit & Retain Highest Quality Human Resources.

Board Development

Volunteer Recruitment

a. Recruit at least 2 board members from each Parish.

b. Hold an Annual Retreat annually

c. Establish a public relations sub-committee.

d. Recruit members from the Banking Industry.

e. Recruit members from the business Industry.

a. Establish Christmas Connection Planning Committee that consist of 10 Department Chairs who will serve as leaders for our CC Program.

Recommended Change to Strategic Vision Pillar

Service

Exceed the expectations of those we serve, externally and internally

Exceed the expectations of those we serve, externally and internally,as we would serve Christ

Documents

Catholic Charities of Northwest Florida Strategic Planning Retreat May 18, 2013 2009 to 2019