Family Outreach and Response Program

Strategic Plan 2012 - 2014September 26th, 2012

Project Goal & Scope

The primary goal of this project is to develop a 2 year strategic plan

Articulate Vision & Mission

Conduct Strategic

Assessment

Articulating why the organization exists,

and where it is going

Determining how the organization will fulfill its mission and achieve the

envisioned future state

Determining next steps to be undertaken

Set Short Term Goals & Identify Challenges

Set Strategic Initiatives

Use previous work as input (e.g. Jan/12 planning session)

Hold workshop with Karyn & Rebekah to finalize vision and mission

Conduct external assessment – target market, mental health sector (focus on comparable orgs.)

Conduct internal assessment of core processes & finances

Review performance as compared to vision

Draft goals and challenges based on strategic assessment

Hold workshop to: o Set short term (1-3yrs) goals,

prioritized based on vision & missiono Identify objectives and targets within

each goalo Identify challenges to achieving

goals, prioritized based on impact to goals

Hold workshop to agree upon actionable initiatives to address challenges, meet goals

Assign responsibility and timelines for initiatives

Draft and finalize action plan

Stage 1 Stage 2 Stage 3

Draft vision and mission to be finalized by management team

Strategic assessment report

Input to goals and challenges

Up to five prioritized short term goals List of prioritized challenges FOR will face

in achieving goals, vision & mission

Key

Out

puts

Operationalized strategy in form of action plan with key strategic initiatives

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Remaining Project Timeline & Next Steps

JUL 28 AUG 4 AUG 11 AUG 18 AUG 25 SEPT 1 SEPT 8

Prepare Strategic Initiative Workshop

Strategic Initiatives Workshop

Formulate Strategic Plan

Present Strategic Plan to Board

Draft initiatives Prepare workshop

materials

Draft strategic plan Review and revise plan with client

Prepare presentation Deliver presentation to board

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Strategic Plan Overview

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Strategic Plan Overview

Vision

Mission

Priorities

Increase impact of family services within current set

of resources

Establish presence in online recovery education

services space

Achieve better alignment of youth services with vision

and mission

Invest in FOR infrastructure to support efficient delivery of all FOR services

Key Initiatives

• Improve outreach to clients:— Maintain pre-move level of client

referrals from CAMH— Target partnerships with medium to

large orgs. with complimentary services

• Deliver at least one recovery education course online:— Develop business plan — Secure funding— Develop and launch online recovery

education content and website

• Introduce in-home youth outreach position

• Continue investing in youth engagement programming for FOR youth family members

• Develop recovery groups for FOR youth family members

• Formalize delivery of recovery education services to professionals• Solidify fundraising strategy• Improve work load management• Review workplace safety policy protocols in light of new position• Continued monitoring of data quality• Improve program evaluation• Secure alternative funding stream to cover non-LHIN salaries

FOR's vision is for recovery, hope and self-determination to be available for all families and individuals experiencing mental health distress.

FOR is a leader in the development, implementation and promotion of mental health recovery principles. FOR's goal is offer recovery and hope-inspiring mental health programming to help improve the quality of life for families and individuals experiencing mental health distress. FOR promotes an inclusive, equitable and non-discriminatory approach to mental wellness.

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A two year strategic plan was developed using the following approach:

Strategic Plan Development

• An exercise to refine the articulation of the vision / mission was completed in early May and helped inform the strategic assessment

• A targeted strategic assessment of FOR’s external operating environment and its internal core operations was conducted to better understand FOR’s opportunities and challenges

• The strategic assessment was largely informed by interviews with the board and the staff

• Two workshops were held to set and prioritize short term goals, identify & prioritize challenges, and develop and prioritize strategic initiatives

• The workshops provided a forum for employees and the board to discuss the key challenges that FOR will face in achieving its goals and mission

• An action plan with key strategic initiatives that will allow FOR to achieve its short term goals was developed

• The team made adjustments to the plan/output from last workshop in order to better balance the workload in the plan's implementation

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This plan is to be used by FOR to guide its work over the next two years

Strategic Plan Overview

The plan offers details on how to take action on each of the strategic initiatives which support the strategic priorities

It is a plan designed with the flexibility to incorporate unanticipated changes to FOR’s operating environment

For example, new opportunities should be evaluated against how they contribute to the four strategic priorities

FOR should be prepared to review progress against the strategic plan regularly and make adjustments where necessary

We have suggested milestones / metrics to track in order to facilitate the review process

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