Eden Strategic Plan

Eden Strategic Plan

Vision Statement

EDEN will be the premier agency for:

Developing and operating housing and related programs which will enable personswith disabilitiesor special needs to maximize their full potential
Providing and advocating for affordable housing to prevent and end homelessness
Developing and maintaining collaborative partnerships

Mission Statement

EDEN, Inc. provides, operates, and advocates for safe, decent, affordable housing and support services for persons living with disabilities or special needs who have low incomes and may be experiencing homelessness

Strategic Goals

Expand Affordable Housing

GOAL: Expand affordable housing based on community needs assessment data and agency capacity
Objective 1: Participate in Housing First long range planning and assessment
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Finish current pipeline
Buckeye and Ohio Freight / Mgr. of Project Dev. COO, Mgr. of PSH / Staff time / 12/31/13
Participate in evaluation of Housing First Long Range Plan (needs) and client base to serve / CFO, COO, Mgr. of PSH / Staff time-Enterprise / 12/31/11
Annual
Continue with expanded client targets based on HFI analysis (families, youth) / COO, Mgr. of PSH / Staff time / Ongoing
Develop, own and manage future HFI projects / Board, Mgmt. team / Staff time, partnerships, GP Capital / Every12- 18 months-one project
Objective 2: Prepare to take full advantage of HEARTH
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
2011 learn regulations and determine impact/opportunities. / ED, COO, Mgr. of Housing Programs / Staff time / 2011-2012
2012 identify and implement new opportunities. / Board, Mgmt. team / Staff time, COC, $ / 2011-2012
Objective 3: Explore other programs to sustain, expand and diversify housing
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Consider/pursue other housing development opportunities and community partnerships / Board, ED, Mgmt. Team / Pre-development funds / Ongoing
Annual Assessment
Manage rental subsidies for other agencies / CFO, COO, Controller, Mgr. of Hsg. Programs / Administrative fees, Staff time / Ongoing
Maintain and, if needed, expand landlord pool with a focus on special needs / COO, Mgr. of Hsg. Programs / Administrative fees, technology / Ongoing
Preserve and stabilize existing portfolio / Board, Mgmt. Team / New funding, staff time / Ongoing
Objective 4: Advocate for affordable housing opportunities
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Participate in advocacy efforts at local, state and federal levels / Board, Mgmt. Team / Staff time / Ongoing
Present outcomes of Housing First model to others / Board, Mgmt. Team / Staff time / Ongoing
Work w/HFI to define facts on savings based on HF model and quantify this to help create more supportive services/operating dollars / COO, Mgr. of PSH,
Community Relations & Grants Mgr. / Staff time / Ongoing
Objective 5: Research option for housing development – elderly housing for EDEN
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Research elderly housing potential from Fed/State/Local sources of income, development assistance, etc. / LIHTC Managers / Current Staff-50 hours estimate / 1/1/12-3/31/12
Research competition, who else is doing it, what web information can we gather, etc. / LIHTC Front Desk / Current Staff-20 hours estimate / 4/1/2012-6/3/012
Create conceptual budget for facility and operating sources / CFO/COO/Property Management / Staff time-80 hours estimate / 7/1/2012-9/30/12
Develop business plan / CFO/COO/Property Management/Consultant / Staff time-18 hours estimate / 10/1/12-3/31/13
Budget to create additional staff / CFO/COO/Property Management / Staff time-20 hours estimate / 10/1/12-6/30/13
Begin to apply for funding, Research sites, advertise that we are doing this / New Staff Lead / Staff time-575 hours estimate / 7/1/14-12/31/14

Asset Management

GOAL: Manage organizational assets so that EDEN is nationally recognized as the premier provider of affordable housing
Objective 1: Develop a comprehensive asset management plan
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Identify key components of plan / ED, COO, CFO, Director of Project Development / Outside data, research / 1/1/12 to 3/31/12
Review current ongoing maintenance plan and update as needed / Property mgmt. staff / Research / 1/15/12 to 12/31/12
Review fixed asset system to ensure all assets are properly recorded and up to date / Controller / Staff assistance / 12/1/11 to 3/1/12
Develop a plan for updating property systems (electrical, HVAC, plumbing, etc.) to maintain asset value / Property mgmt. staff / May need software / 1/15/12 to 6/30/13
Objective 2: Develop an infrastructure plan for finance and information technology to support asset management, organizational growth, and new initiatives
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Review current accounting software used to ensure its use is optimized / CFO, Controller / Research, vendors, consultants / 1/15/12 to 3/15/12
Review and update fiscal policies and procedures to ensure appropriate internal controls / CFO, Controller / Research best practices, Board member and auditor input / 1/15/12 –ongoing
Develop a comprehensive risk management plan / Exec team, Board members / Research / 3/15/12 to 12/31/12
Upgrade systems and software to support future organization growth / IT Staff, fiscal staff / Input from all departments / 8/1/11 to 6/15/13
Complete fiscal department reorganization / CFO, Controller / HR assistance in recruiting and hiring / 7/1/11 to 3/31/12
Review and update compliance plans, policies, and procedures / Controller, Mgr of Compliance / Support from compliance staff / 3/15/12 - ongoing
Objective 3: Develop an organization marketing/communications plan to raise EDEN’s visibility as an owner, manager, and developer of affordable housing for those with special needs
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Identify plan components / Community Relations & Grants Mgr., COO / Research best practices, cost centers / 8/1/11 to 12/31/11
Determine the best way to employ social media to achieve organization goals / Community Relations & Grants Mgr, Marketing Committee / Consultants, Intern / 1/15/12 to 6/30/12
Improve communication so that all tenants are aware of events and issues that impact EDEN / Community Relations & Grants Mgr., staff team / IT / 6/15/12 to 12/31/12
Create external newsletter / Community Relations & Grants Mgr. / Time; Mgmt.; external and internal Input / 6/12 – ongoing
Objective 4: Review and evaluate all current program offerings and organization chart
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Review and evaluate all current program offerings and Table of Organization / Executive team, management / Staff assistance, research / 1/15/12-onging

Support Services

GOAL:Retain and expand partnerships with service providers to insure superior provision of support services to all participants who require them currently and in the future

Objective 1: Adjust to new budgets of supportive services
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Develop 4-yr budget projection / Fiscal / ADAMHS board, local, state & federal grants / 1/12 – 6/12
Recruit College Interns – use for filing, scanning, paperless project, general client services to help other staff focus on core responsibilities / HR/Mgmt. Team / Staff time (training and supervision of interns) / 1/12 - ongoing
Scattered Site & voucher fundraising for start-up monies for new participants. HPRP slated to end in 2012, fundraising to help with furniture, startup kits, security and utility deposits / Community Relations & Grants Mgr. / Grants
Foundations / 4/1/12 - ongoing
Objective 2: Expand service-providing partnerships
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Research transportation services for clients with physical disabilities
Objective 3: Develop and improve housing resources/information for partners and participants
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Provide on-line & in-print resource guides for participants and social service workers / Housing Resource Coord. & Programs Dept. / Staff Time / 1/12 -ongoing
Advocacy for housing stability of participants. Educating actual participants, both new and current to encourage housing stability / Programs Dept. & Retention Specialists / UWS grant / 7/1/11 – 6/30/12 – ongoing if we receive grant renewal

Human Resources

GOAL: To attract and retain quality staff

Objective 1:Increase cross-training and opportunities for staff growth and development
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When

Review and reformat all job descriptions – one template job description for all employees to include:

Who is cross-trained in the position
Starting salary
Exempt status
Education requirements
Experience necessary
Physical Requirements

/ Mgmt. Team, QI Coordinator,
Supervisors / 1 hour per full-time employee supervised, ½ hour per part-time employee supervised / 6/1/12 – 7/1/13
Schedule / Complete Cross- Training / Mgmt. Team, QI Coordinator tracks completion / Require regularly scheduled Department Meetings / 7/1/13 - 1/1/14
Review and reinforce training on the personnel policies to increase understanding for all staff / Mgr. of HR
Mgmt. Team / Personnel Policy, Workshops/Training / 9/16/11 -ongoing
Continue to update and post the Table of Organization for all staff to see / Mgr. of HR / 2 Hours to Start-Up / 1/12 - ongoing
Create a table of minimum requirements for each position / Mgr. of HR / Max. 1 hour per position / 7/1/13 - ongoing (as more are hired/ new positions are created)
Objective 2: Continue to utilize and implement Appreciative Inquiry process in HR/staff functions
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When

Incorporate AI during annual events or monthly staff meetings:
Describe Duties of EOM @ Monthly All Staff meeting / Mgr. of EOM, Mgr. of HR, Community Relations & Grants Mgr. / Staff person develop AI expertise (Community Relations &Grants) / 1/12 – ongoing
Incentive Program – “Caught Being Good” using tickets/coins

Develop Committee
Research by subcommittee of other incentive programs
Announcement to staff when developed

/ Management Sub-Committee / Other incentive programs / 9/11 – ongoing annually
Anonymous stories told during Annual Christmas Party

Announcement at Oct. and Nov. all staff meeting for staff to submit stories
Manager/Sup. announce at Dept. meeting

/ All Staff Christmas party Committee / 12/11 - ongoing annually
Objective 3: Continue to improve and streamline HR functions and implement paperless processes
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When

Create an intranet / IT for Development of Intranet, HR Manager for Updating Intranet, Upper Management, / Review current software systems that could be utilized in HR / 10/1/11 – 12/1/12
Educate about opportunities reserve / Mgmt. Team, HR Manager / 1/12 – ongoing
Implement paperless process in HR Department where necessary / Paperless Committee / Regular meetings; continuous monitoring of the system; continue development of workflows / 1/1/11 – 1/1/13
Find New payroll system / CFO, HR Manager / Time into research / 10/1/11 – 12/1/12
Objective 4: Research and evaluate a PTO system vs. current time off system
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When

Evaluate if a flexible schedule for employees is plausible / Sub-Committee with Managers and Non-Managers / Subcommittee research / 9/15/11 – 1/1/12
Change to PTO vs. Vacation, Holidays, Sick days / Sub-committee / Research benefits/challenges / 9/15/11 – 7/1/12

Board Development

GOAL: Enhance board capacity to direct current activities and grow with future expansion

Objective 1: Outline and define board composition
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Research CHDO requirements / ED, GovernanceCommittee / EDEN Staff
CHDO contract? / 10/11 ongoing
Identify skill sets needed to reflect strategic planning goals / Board / Strategic Plan,
Governance Plan / 10/18/11 - 1/17/12
Revise committee structure as needed / Governance Committee, Board / Strategic plan
By Laws
Schedule/ Calendar of Events / 12/1/11 - 3/30/12
Objective 2: Increase Board membership to 15 members by 12/30/2013
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Create recruitment plan

Identify professional associations
Who, what they did, recommendations?

/ Governance Committee / Board, ED, staff,
Website, Community / 1/1/12 -12/31/12
Objective 3: Provide oversight and implementation and progress of strategic plan
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Define and monitor key variables for monthly reporting / Board,
Committee chairs / TBD / 1/17/12
Next steps (based on final Strategic plan) / Board,
Committee chairs / Strategic Plan, Management Team / 1/17/12
Objective 4: Develop ongoing Board training curriculum and succession plan
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Identify key Board responsibilities and committee structure / Executive Committee,
Board / Strategic Plan,
Code of Regulations,
By Laws / 1/1/12 – 3/30/12
Executive Director annual review / Hold / Nonprofit best practices / By 3/31 annually
Create succession plan (Board) / TBD / Nonprofit best practices / 3/20/13
Objective 5: Develop fund-raising capacity
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Quantify internal need / ED, Finance Committee / ED, CFO, COO / 1/1/12 - 6/30/12
Create Development Committee and fundraising plan

Find potential new Board members with fundraising experience
Assess potential sources based on need

/ Board,
Development Committee / ED, CFO, COO, Grants Manager / 6/30/12 – 6/30/13
Objective 6: Provide succession planning for executive level managers
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Create a succession plan for Executive Director / Board / Mgmt. Team,Cramer Crystal / 1/1/12 – 9/1/12
Create a succession plan for CFO and COO / ED / Mgmt. Team / 1/1/12 – 9/1/12
Update Emergency ED Succession Plan / ED, Board / Existing plan
Mgmt. Team / 9/21/12 – 1/1/12

Income Producing Lines of Business

GOAL: Create income-producing lines-of-business
Objective 1: Research potential consulting segments from existing business units
Champion:
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Review“Chunk’s”ofexistingServicesthat mightbepotential:

Property management in a can (single sites, scattered sites, analysis of program, implementation, compliance)
Front Desk Systems
HQS Inspections
Safety Programs/OSHA/WC Compliance
HPRP/Hearth Program Systems
Fiscal/Fiduciary, Administrative Agent
Maintenance Team
Development Assistance
Best Practices

/ Strategic Planning Team / Done 8/16/11
Review currentcost structure foreach “chunk” / CFO, COO, Fiscal, PM / Current Staff-27 hours estimate / 1/1/12-
3/31/12
Review existingstaff for potential useasconsulting / Dept.Heads / Current Staff-10 hours estimate / Ongoing
Further develop theabove “chunks” into morespecific offeringsanddeliverables toapotential client / Dept.Heads / Current Staff-18 hours estimate / Ongoing
Develop listing of State-wideentitiesthat mightuseservices orbeoutlet tosell services; i.e. OHFA, OCCH / Dept.Heads, LIHTC
Front DeskStaff / Current Staff-20hours estimate / 4/1/12-
6/30/12
Develop listing ofpotential National consultingopportunities, i.e., Enterprise, TDA, etc. / COO, Dept.Heads / Current Staff- 10 hours estimate / 7/1/12-
9/30/12
Develop budgetscope forconsultant / CFO, COO, Dept.
Heads / Current Staff- 20 hours estimate / 10/1/12-
12/31/12
Update details of deliverables afterpotentialclientnetworkhasbeen vetted / Dept. Heads, Consultant / Consultant- 20 hours estimate / 10/1/12-
3/31/13
Determine marketability of offeringservicesbyvariousoutlets: i.e., online,seminars, weblogs, social media, technical seminars, developer consults, trade showseminars / Dept. Heads,
Consultant / Consultant- 90 hours estimate / 10/1/12-
3/31/13
Determineentity for thisscope / CFO, Dept. Heads / Consultant- 50 hours estimate
Staff – 25 hours estimate / 10/1/12-
3/31/13
Developbudgetscope tosell services,brochures, scripts, deliverables tosell / Dept. Heads,
Consultant / Consultant- 50 hours estimate / 10/1/12-
3/31/13
Developprocess foreachservicesegment toevolve intosellablepackage / Lead Person, Dept.
Heads, Consultant / New Leader- 200hours estimate
Consultant- 50 hours estimate / 4/1/13-
12/31/13
Create Deliverables,booklets, webinars,binders,seminars, etc. / Lead Person,
Consultant, Dept. Heads / Lead person-90 hours estimate / 1/1/13-
12/31/14
Develop Press Release/Begin Offering Service / New Staff / New Staff-720 hours estimate
Consultant-60 hours estimate / 7/1/14-
12/31/14
Objective 2: Research option to offer 3rd party property management services
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Researchcurrent Revenue Sources / CFO, COO, Fiscal, PM / Current Staff-25 hours estimate / 1/1/12-
3/31/12
Researchcurrent Expenses,details / CFO, COO, Fiscal, PM / Current Staff-25 hours estimate / 4/1/12-
6/30/12
Research YWCAdeal, income vs.expense,operational issues, etc. / CFO, COO, Fiscal, PM / Current Staff-20 hours estimate / 7/1/12-
9/30/12
Research other potential competitive
Property Mgmt. Service Groups, i.e., Millennium / PropertyMgmt. / Current Staff-30 hours estimate / 10/1/12-
12/31/12
Develop listing ofpotentialdeliverables, i.e.businessplan basics / COO, PM, Consultant / Consultant-65 hours estimate / 10/1/12-
3/31/13
Develop listing of other States OHFAequivalent agency / PropertyMgmt. / Current Staff-35 hours estimate / 10/1/12-
3/31/13
Develop/Research listing of whataccreditationsor licenses wouldbe required, for Ohioandother states,
i.e., SCHM,etc. / Prop Mgmt. / Current Staff-25hours estimate / 10/1/12-
6/30/13
Develop listing of where wecouldpromote thisservice offering, conferences, Midwest Affordable, National Alliance, OHFA, HUD, etc. / Property
Mgmt., Consultant / Consultant-45 hours estimate
Current Staff-35 hours estimate / 10/1/12-
6/30/13
Develop Business Plan with Budget / COO, PM, Consultant / Consultant-75 hours estimate
Current Staff-150 hours estimate / 1/1/13-
12/31/14
Developactionplans, marketing,business model,service offerings, sell points, pricepoints,etc. / New Mgr., Consultant / New Mgr.-200 hours estimate
Consultant-75 hours estimate / 1/1/13-
12/31/14
Implement andbeginselling service / New Mgr. / New Staff-575 hours estimate / 7/1/14-
12/31/14
Objective 3: Research option to develop residential buildings with commercial space and/or incubator space
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Review the concept of other similar entities / CFO/COO/ Community Relations & Grants Mgr. / Current Staff-20 hours estimate / 1/1/15-3/31/16
Review Maha’s situation / CFO/COO/Property Management/ Community Relations & Grants Mgr. / Current Staff- 40 hours estimate / 1/1/15-3/31/16
Research other worker outlets, New York – PHS-Starbucks & Ben & Jerry’s / COO/Property Management/ Community Relations & Grants Mgr. / Current Staff- 40 hours estimate / 1/1/15-3/31/16
What franchise systems are available / COO/CFO / Community Relations & Grants Mgr / Current Staff-40 hours estimate / 1/1/15-3/31/16
What funding sources are out there / COO/CFO / Community Relations & Grants Mgr / Current Staff-40 hours estimate / 1/1/15-3/31/16
What “Rich Uncle” concepts might be available / Community Relations & Grants Mgr / Current Staff- 40 hours estimate / 1/1/15-3/31/16
Objective 4:Research option to be a developer for non-LIHTC housing. Can be either for EDEN or as partner for other developer or service providers
Eden or as partner for other developer or service provider looking to develop.
Champion:
Tasks
What will be done / Responsibility
Who will do it / Resources
How we support / Timeline
When
Begin the research on this ONLY
Afteryear three. Assumed there is NO capacitybased on 1-4 / TBD / TBD / 1/1/16-12/31/19