Monroe County Homeless Continuum of Care Strategic Planning Retreat Insights

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Explore the strategic planning retreat insights for the Rochester-Monroe County Homeless Continuum of Care, including goals, agenda, the purpose behind their endeavors, outcomes, strategic framework components, and group guidelines for effective communication.

  • Homelessness
  • Strategic Planning
  • Community Engagement
  • Nonprofit Leadership
  • Retreat

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Presentation Transcript


  1. Rochester-Monroe County Homeless Continuum of Care Strategic Planning Retreat April 9, 2019 Facilitated by Carol Love, Nonprofit Leadership Consultant

  2. Todays Goals Gather board perspectives on the proposed strategic direction and supporting Framework Provide feedback to support Framework refinement Obtain endorsement of Framework concepts

  3. Todays Agenda Warm up Purpose exercise: Why we do what we do Introduce proposed Strategic Framework Talk about it in small groups & reach consensus on adjustments Revisit purpose Brainstorm measurements Wrap up/next steps

  4. Why we do what we do What will be difference in the community in 25 years if PEH is successful? Post-it One phrase or short sentence Give to Carol

  5. Strategic Framework Components Mission: reason for being; what sets you apart Vision: ideal future if you are successful Values: guide behaviors as individuals & an organization they re in your DNA! Goals: what you intend to achieve Rationale: why it s important Strategies: methodologies; how

  6. March Meeting Outcomes New opportunities through partnerships with health systems & other initiatives (34) Partners housing & services interventions meet community need & function at highest level (29) Community commitment to ending homelessness (23) Diversified & increased $ for PEH & partners (16) PEH as go-to organization for homeless issues (10) PEH practices & resources are scaled & sustainable to deliver on future needs (5 votes)

  7. Strategic Framework Draft Connie Sanderson Presentation and Clarifying Questions

  8. Small Group Guidelines Select reporter for 5 min presentation Allow participants to collect thoughts Answer all questions & in order Keep time in mind Facilitator will circulate to answer questions and remind of time 10 min before time is up, write primary points on chart paper

  9. Small Group Questions 1) What do you like about the proposed Framework? 2) What concerns do you have? 3) How would PEH need to change in order to support this direction and related strategies? 4) How could the board most productively contribute to the success of this approach?

  10. Small Group Reports 5-minute reports from each group What are the common themes?

  11. Mission Elements Reason for being What separates you from others What you are committed to changing and for whom

  12. Why we do what we do Revisited Identify themes Discussion How do they relate to PEH s mission? What else should be included in the mission?

  13. Next Steps Adjust Framework (Connie) & Approve (Board) June Agree on measures following approval (Board & Management) Develop annual work plans based on the Strategic Framework

  14. Monitoring Plan Progress What should PEH measure to assess progress on the strategic plan? Is the necessary data available? If not, what and who must be involved to get it?

  15. Next Steps Framework adjustment (including mission & vision) Management & Board reps Framework approval Board Monitoring measurements Board & Management Operational plan Management & Committees Board Work Plan - Board

  16. Reflections & Take-aways

  17. Rochester-Monroe County Homeless Continuum of Care Strategic Planning Retreat April 9, 2019 Facilitated by Carol Love, Nonprofit Leadership Consultant

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