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IHOOur Journey, Our Way

Spring / Fall Retreat, September 11, 2010

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DOLLARS AND SENSE.

Review of our Corporate Financial Position Changes

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Comparison Revenues and Expenses Fy 2009 vs. 2010 Annualized.

•

Operations

Rent/Office 29,124.00 17,647.00 30,252.00

Salaries 110,713.45 55,828.17 95,705.43

Insurance 49,813.05 30,479.84 52,251.15

Consulting 6,618.65 21,819.00 37,404.00

Legal 5,024.22 11,894.86 20,391.19

Vendor Services 52,517.12 30,195.16 51,763.13

Education / Travel 7,141.00 2,741.45 4,699.63

Donations 90,000.00 55,000.00 94,285.71

Program Expenses 59,105.95 16,690.68 28,612.59

Other Expenses 12,713.36 7,415.74 12,712.70

     

Total Expenses 422,770.80 249,711.90 428,077.54

Revenue

Income from Deposit (Interest) 894,883.63 504,680.11 865,165.90

Income from Loans 17,829.98 3,353.98 5,749.68

Other Income 0.00 100.00 171.43

     

Total Revenue 912,713.61 508,134.09 871,087.01

     

Net Cash Flow 489,942.81 258,422.19 443,009.47

2010 Difference

Jan - Dec 09 Jan - Jul 10 Annualized 09 - 10 Annualized

Not yet considered: Repayment of Loan; Receipt of HOME Grant

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Today at IHO

Board

Admin and Fiscal

Projects

and

Programs

CHODO Board

IHO’s functional areas of responsibility and direction.

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IHO Committee Structure

Project Review

Committee

Executive Committee

Audit Committee

Finance Committee

Strength through structure and empowerment .

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Making it Work Together

• Board Survey Input: ( Overview of survey results)

– Opportunities to enhance Board membership– Opportunities to capitalize on Board Strengths– Challenges to IHO Board Membership

The Future Belongs to IHO

• Opportunities probably do not ring door bells these days. IHO must be ready for the faint knock of opportunity at our door, we must build capacity, relationships and tenacity to stay the course.

• It is tough going in our Industry today, things do not happen by chance, and often struggle even with design. Our success is most likely to occur if and when we plan for multiple and different possibilities for the future.

• IHO must take Action on the most likely short term reality, with our eyes focused to our Vision for the Future.

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What we plan to Accomplish Today.

Our Anticipated Tasks for Today : 1. To Re-Affirm or Establish IHO’s Vision For the

Future.( Vision Plan)

2. Decide What it takes to Realize our Vision. (Our Mission, Our Business Plan).

3. Decide the Exact Road we will take in the near

future ( 3yr Action Plan), 2010 through 2013.

4. What must happen in the short run to arrive on

time and within budget ? (Annual Work Plan for each year 2010-2013).

The Action Plan will be completed by staff and presented to the Board at their meeting in

November, 2010.

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IHO’s Success is in the Details

Board Direction is Critical Here ! Staff Fulfillment is essential for Success.

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Our First Step today

• Review IHO Guiding Vision, Principles and Objectives ( See Handouts)– Vision Statement– Mission Statement.

• The 3 year Plan to Realize our Vision. ( See Handouts)

• The Annual Work Plans ( See Handouts)

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Our Work Tasks Today

• 1. Corporate Guiding Principles, Vision and Mission.

• 2. 3 year Corporate Action Plan• 3. Initial Draft 2010 Staff Work Plan

– ( Current Date to End of Calendar Year.)

• 4. Integrated Staff Evaluations.

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Corporate Work Alignment Tools

Staff Eva

luations

with C

lear

Expecta

tions f

or

Deliverables

20 year

Corporate

Vision Plan.

Annual

Corporate

Work Plan.

3 year

Corporate

Action Plan

We have the Keys to Open Doors, How Shall

We Use Them?

• How to implement the 3 year Action Plans?

• How to make the Annual Work Plan Effective?

• How to insure objective and fair staff evaluations and responsive compensation?

Does our current Staffing Levels Support the IHO Vision

Plan?• If not how can we cost effectively

support the Vision, Annual and Work Plans?

• If yes, will the Corporate Staffing needs increase as expectations of deliverables increase? How do we cost effectively orchestrate growth?

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Now is the time to voice concerns, concurrence and caution , we owe

it to this organization!

Questions can solve problems, lead organizations in the right direction,

avoid pitfalls, or undermine an organization if held unasked and

unaddressed.

Managing our Concerns and Input From Today’s Retreat.Questions and Comments we have decided to act upon.

What

How

Who

Operational / Procedural Issues to Follow up on.

Core Corporate Issues / Policies / Structure

When to Follow Up? Our next Board Meeting ?.

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It’s our move ! The Competitive Game Board is before us.

Lets make our Check Mate a Winning Move !

Assessment of Today's Working Session, What Worked, What did not work?

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Thanks for all of Your Hard Work! IHO is Enriched !

Thanks for all of Your Hard Work! IHO is Enriched !

Facilitated by Development Support Services, Inc. 2010Facilitated by Development Support Services, Inc. 2010