• Overview • Ted Behncke

• Staff Stability • Liz Brzeski

• Emerging Programs • Liz Bouchard, Bob Schmidt, Stephanie McDonald

• Illinois Program• Andrew Hancock

• Transportation • Mike Drew

• Culture Change • Mario Dealca• Art Young

• Development• Robin Baker

Presentation Agenda

FY 16/17 Retention

Jul-Sep Oct-Dec Jan-Mar Apr-Jun

50%

St. Coletta

Early 2016

67.9%

FY15/16

91.7% 91.7% 92.4%

Staff Stability Trends

National Average Retention

91.6%

2009 2010 2011 2012 2013 2014 2015 2016 2017

Wages that Public

Funding Supports

Cost of

Providing

Care

9.50 hr

Moonshot

Rates

13.00 -18.50 hr

Moonshot and Leading a National

Dialog on DSP Recruiting/Retention

Two Speeches at

National Conferences

Leader Summit

Washington DC

ANCOR National Conference

Austin, TX

ARC of Prince

George’s County,

MD

OCCK

Salina, KS

Misericordia

Chicago, IL

Shepherd Manor

Momence, IL

St. Coletta’s of IL

Chicago, IL

Conference Calls with

organizations

considering or

executing Moonshot

initiatives

Illinois DHS Conference Call

.75 cents @ hour increase

Indiana Association of

Rehabilitation Facilities

Provides Moonshot

material to State

legislators, admits .75 cent

hr increase not enough

Consideration of

Moonshot at the State

level where increases

occurred.

Modify Lourdes, San Damiano,

and St. Mikes to fully accessible

and with individual rooms (there

are two shared rooms now).

Project approved by HUD using

HUD funds

5 weeks approximate renovation

time per home. Start in April,

complete by August.

Will allow the fill of 5 spaces that

have proven to be difficult to fill.

Add 160-200K to revenue

annually on the budget

Accessibility/Efficiency Alverno

Housing Corp (HUD) Renovations

Modify Lourdes, San Damiano,

and St. Mike to fully accessible and

with individual rooms (there are

two shared rooms now).

Project approved by HUD using

HUD funds.

5 weeks approximate renovation

time per home. Start in April,

complete by August.

Will allow the fill of 5 spaces that

have proven to be difficult to fill.

Add 160-200K to revenue annually

on the budget

Bed

Room

1

Bed

Room

2

Bed

Room

3

Bed

Room

4

Bed

Room

5

Bed

Room

6

Bed

Room

7

Bed

Room

8

Bath

Bath

Accessibility/Efficiency Alverno

Housing Corp (HUD) Renovations

Modify Lourdes, San Damiano,

and St. Mike to fully accessible

and with individual rooms.

Project approved by HUD using

HUD funds.

5 weeks approximate renovation

time per home. Start in April,

complete by August.

Will allow the fill of 5 spaces

that have proven to be difficult to

fill.

Add 160-200K to revenue

annually on the budget

St. MikeLourdes San Damiano

Alverno Housing Corp (HUD)

Renovations

Relocate 4 persons served at

Brittany to Nichols and Jenny

Berg.

Sell Brittany Home.

Use funds from sale of Brittany

to remodel Vermont into a fully

accessible home.

Use any remaining funds for a

lift vehicle and other

accessibility mods to other

homes.

Save 385K annually on the

operations expense in Illinois.

Garden

Jenny Berg

Goebbert

Vermont

HamptonCarpenter

Nichols

Suffield

Avon

Brittany

$A

P

P

AP

P

P

P

P

The Illinois Accessibility

Initiative (I2A)

• Lead the Message on Rates/Wages/Public Funding

• Maintain our Superb Team (9 of 10 faces here last conference weekend are still here)

• Continue Cultural Shift/Embrace of Franciscan Values

• Challenge our Efficiency

• Constantly move toward Accessibility/Privacy to Support Admissions

• Innovate New Programs

Our Energy/Direction Forward

Liz BrzeskiDirector of Residential Operations

MoonshotA Year Later

• April 2016: High of 63 DSP vacancies; less experienced staff

Moonshot – The Beginning

Today!

Moonshot – One Year LaterJune 2016: >5yrs 138; 1-5yrs 115; <1yr 46 = 299

See the Difference!

Moonshot – One Year LaterPre-

MOONSHOT

Post-

MOONSHOT

Career Ladders and Opportunities

Franciscan

Values

Communication

Problem

Solving

Computer

Skills

New

Responsibilities

Leader

Development

Critical

Thinking

Flexibility

Competency Levels and Testing

1• Annual Portfolio Process - Ongoing

• Contributors: Supervisor, HR, Employee, Stakeholders, etc.• Document Examples: training records, medication errors, corrective action,

sample T-Logs, GERs, awards, notes of thanks and accomplishment, etc.

2• MAP - Annually

• Performance evaluation document and meeting

3

• Supervisor Recommendation for Advancement• Based upon results of steps 1 and 2, Supervisor may recommend DSP for

advancement to next career rung

• Recommendation submitted to panel

4• Competency Testing

• Combination of written and scenario testing before panel

5

• Rite of Initiation and Welcoming• Special luncheon celebration during Mission Effectiveness Week for all who

have achieved careerist and lead levels

DSP Performance & Eval Process

MAP Conducted

PATH 1 PATH 2 PATH 3

No Advancement

No Wage IncreaseNo Advancement

Yes Wage Increase

Yes Advancement

Yes Wage Increase

Submit Completed

MAP to HRSubmit MAP to

Director for review

and wage increase

determination

Complete Career

Advancement

Recommendation

Form

Submit to DirectorMAP

Process

END MAP

Process

END

Continue

to Step 3

MAP Assessment – Career Paths

Purpose

To provide an objective assessment of competencies for the purpose of confirming an employee’s qualifications for career advancement

Competency Testing

Testing takes approximately 2 hours and consists of the following components:

Competency Testing

Panel Interview

Problem Solving

Functional

Testing

Written

Test

Increasing Technical Demands

DEMAND

Medication Administration

Skilled Nursing Tasks

Behavior Management

Computer Proficiencies

STC RESPONSE

Med Error Action Policy

Medication Administrator Contract

Designated Med Pass Locations

Client Specific Training

Higher Pay for CNA’s

RN’s Review All Discharges

MANDT

Client Specific MANDT Training

Autism Awareness Activities/Training

Behavior Specialist

New Hire Training Classes

In Home Training

Increasing Technical Demands

Programs Changing Environments

Programs Changing Environments

Programs Changing Environments

Liz BouchardDirector of Day Programs

• Three dementia-friendly rooms for Golden Options clients in need of these supports

• Smaller staff-to-client ratios

• Incorporates sensory, cognitive and social skills into a serene and safe environment

• Music and Memory certified program

Emerging Programs

Memory Care

Bob SchmidtDirector of Education and Employee Services

• Genesis Program – Jefferson WI

• New Expansion to Genesis Room 2

• New Educators

• Colleen Kluber & Hope Rohde

• New Curriculum

• Awarded the Brady Foundation Grant

• New Tutoring Services

• New Guest Speakers

• New Company Tours

• New Company Partnerships

• New St. Coletta Online Store

• New Program Needs

Emerging Programs

Colleen

Kluber

Hope

Rohde

• Achieve Program – Rolling Meadows, IL• New Trainers

• New Smart Touch Board

• Pet Therapy

• Normalization

• Exercise

• Arts & Crafts

• Holiday Celebrations

• Meal Preparation

Emerging Programs

Stephanie McDonaldRecreation & Excel Program Coordinator

Amazing Opportunities

Fun Experiences

Providing Motivation to our

individuals

Help build friendships

Be part of something amazing

Overview of Recreation and all the

fun activities we offer!

Recreation Activities

EventsOther Activities• Homecoming Parade (2017)

• Admirals Game- individuals rode the

Pirate Ship, SO Pledge

• Polar Plunge- fundraising

• Kwik Trip Icon Sales

• Sports Banquet (restart 2017)

• UWW Football Camp

• Bucks Game- Anthem Buddies

• Holiday Parade

• Torch Run- Jefferson (NEW 2018)

• Spread The Word To End The Word

Campaign

Sports• Bocce Ball

• Basketball- Team/Skills

• Down Hill Skiing

• Athletics

• Aquatics

• Bowling- 66 individuals

• Golf

• Flag Football (NEW- 2017)

• Practices/Scrimmage/Tournam

ents

• Pep Rallies

Recreation – Special Olympics

Something for everyone

More activities = more

participation

Recreation

Events

Monthly Activities- WW/Jefferson

Weekly Contacts between Buddies

(Email, text, phone call, lunches, etc.)

Extra Events offered

Homecoming Parade (2016)

Brewer Game- (Met Players)

Spread The Word Campaign in WW

UW- Whitewater

Jefferson HS/Middle

School

(NEW 2018-tentative)

Recreation – Best Buddies

Night/Weekend

Activity Catalog- 2 per year

Cooking

Arts/Crafts

Out to Eat/Dinner Clubs

Museums

Parks

Shows/Plays

Sporting Events

Health/Wellness

Fitness/Exercise

Weekend Getaways

Boat Cruises

Spiritual Activities

Fairs

Advocacy Events

Horseback Riding

Recreation – Community Trips

Weekly

• Swimming

• Bowling

• Health/Wellness

• Fitness/Exercise

• Walking Club

• Drums

Extra Events

• Dances- Holiday, Halloween, Prom

• Brewer/Admiral Game- All STC

(NEW 2017)

• Brewer Game- small group

• Apostolate for the Handicap

• Noah’s Ark

• Janesville Jets Small Business Night

• State Fair

• Milwaukee Zoo

• Packer Training Day

• Push/Walk/Ride- Walworth County

Fair- Fundraising (all $ raised came

back to STC)

Recreation – Other

Andrew HancockIllinois Program Leader

• In April of 2016 the Illinois program moved to 1991 Hicks road in Rolling Meadows, more than doubling the available office space.

• This move provided the space not only for our our St. Coletta chapel in IL, but to host programs to promote both wellness and activity for the individuals in IL.

• Chapel services

• Art therapy

• Pet therapy

• Holiday sing-a-longs

• Drumming circle

• Bingo and game nights

• Yoga and Music therapy (coming soon)

Community Integration

• The Illinois program has a long

tradition of competing in the

Spring games – track and field

events

• In April of this year 30 athletes

from our program competed in the

Area 18 Spring games:

• 7 gold

• 5 silver

• 5 bronze

• 13 participation

• Those athletes who were able to

win gold at the Spring games later

completed in June, at Illinois State

finals in Bloomington Normal.

Community Integration

Mike DrewTransportation Manager

Mike was with the Jefferson police force for over 28 years and retired as Captain in November of 2016. He supervised the patrol division, the detective division and managed

their vehicle fleet. He was a firearms instructor, teaching less lethal tactics.

In 2015, he graduated from UW Madison’s Certified Public Manager program and has lectured at UW-Whitewater. In addition, he was the founding secretary of the Wisconsin

Association of Computer Crime Investigators.

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

Total Ridership

2015-16 2016-17

Transportation

• Dispatching software – pictures & text

• Software DEMO

Mario DealcaSenior Director of Franciscan Values &

Mission

Cultural Changes

Inspired by the Franciscan Values of compassion, dignity

and respect, we support persons with developmental

and other challenges to achieve their highest quality of

life, personal growth and spiritual awareness.

Values-Based Practices

Interviews, Training,

Performance

Evaluation,

Decision Making

Employee Involvement

Staff Participation in Spiritual

Opportunities

Staff Going Above and BeyondPresidential Award - staff who demonstrated

extra ordinary compassion and service

1. Bob Schmidt, Director of Employment and Educational Services

2. Missy White, Recreation Activity Aide

3. Daniel Rzeznik, DSP, Illinois Program

Assisi Pilgrimage

September 2nd – 11th, 2017

Father Tom

Chapel Services - Jefferson

Chapel Services - Illinois

Father Charles

Chapel Services - Waukesha

Father Marty

Chapel Services - Waukesha

St. Anthony on the

Lake Parish

Coletta Franciscans

33 Clients

5 Staff Members

Art YoungDirector of Human Resources

Believe In Our Mission to Serve

Dedicated to Improve Clients’ Lives

Committed To Provide High Quality Care

Are Dependable and Thoughtful of Others

Always Strive for Efficiency and

Improvement

Culture Shift – Engaged Employees

$203,609

$282,528

$113,889

31,972

49,630

16,678

0

10,000

20,000

30,000

40,000

50,000

60,000

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

FY 14/15 FY 15/16 FY 16/17

HoursDollars

Dollars Hours

Overtime Hours and Expense Reduction

$283,400

$153,698

$95,946

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

FY 14/15 FY 15/16 FY 16/17

Incurred Loss Amount and Reserves

Workers Compensation Claims Cost

St. Coletta’s Excellent Compensation and

Comprehensive Employee Benefits

• Flexible Spending Accounts• Medical• Dependent

• Employee Assistance Program

• Voluntary • Life and AD&D• Accident• Critical Illness• Home and Auto

• Company Paid:• Life and AD&D Insurance• Short Term Disability• Long Term Disability

• 401K with Company Match

• Medical Insurance (4 options)

• Teladoc Medical Consultations

• Dental

• Vision

$10,508 $11,441

$10,499

$9,008

$-

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

2015 Actual - DHP

Fully Insured

2016 DHP

Renewal

Fully Insured

2016 Actual

Self-Insured

2017 YTD

Self-Insured

Average Self- Insured Medical Cost

Per Participant

2016

Annual Participant Costs

2016 Dean Plan Renewal: $11,441

2016 Actual: $10,499

Difference: $942

Savings for

155 Participants

$146,010

2017

Annual Participant Costs

2016 Dean Plan Renewal: $11,441

2017 YTD: $9,008

Difference: $2,433

Savings Annualized for

190 Participants

$462,270

No

2017

Increase!

Self- Insured Medical Plan Savings

Robin BakerDirector of Development & Marketing

• Annual Fund Gifts

• Direct Mails

• Written Appeals

• Homelights Magazines

• Email Campaigns

• Events

• IL Friends

• Grants & Foundations

• Car Giveaway

• Estate Gifts

• Employee Engagement

Where the Funds Come From

Year in Review

Foundation

$263,329

Legacy &

Bequests

$393,975Annual

$249,779

Major Gifts

$291,695

Employee Contributions

$4,000 (1%)

24%

FY16/17 = $1,202,778

22%

20% 33%

Grants & Foundations

Notable Grants & Foundations• Ray & Kay Eckstein Foundation

• Brady Foundation

• Marjorie Christiansen Foundation

• SMS Foundation

• Klug Family Foundation

• 374 New Donors in the Last 12 Months

• $144,890.16

• First-time Donor Packets

• Genesis Golf & Gala - $15,000

• End of Year Appeal – 21% Increase

• Summer Appeals – 26.5% Average Increase

Fiscal Year Highlights

• 374 New Donors in the last 12 Months

• $144,890.16

• New Donor Packets

• End of Year Appeal – 21% Increase

• Summer Appeals – 28% Increase

Year in Review

• Legacy Society and Planned Giving Campaign

• Donor Recognition

• Build up our Grant and Foundation Work

• Stronger Partnerships with Civic Service Groups

• Corporate Sponsors

• Black Tie Gala/ New Event

Future Initiatives

Thank you!