Strategic Plan

OBJECTIVE I

RAISE OPERATING FUND FROM DIVERSE SOURCES

Expected Results

Increase fundraising by 12.5% in overall funds

Matrix Stage

Currently at Stage 7; advance to Stage 9

Lead

Executive Director

Team

FD Committees and PR/Marketing Committee

Milestones

New corporate committee to increase connections and grow Drive to Thrive teams by four by 11/1/2007.

Implement new year-long major donors care plan (with “ask” component) with BOD participation by 6/1/2007.

“Adopt a Child” program implemented by 9/1/2007.

Finalize earned revenue research and implement any viable options by 12/31/2007.

OBJECTIVE II

DOMINATE THE MARKET SEGMENT BY CREATING EXCEPTIONAL COMMUNICATION & MARKETING CAMPAIGNS

Expected Results

Increase the awareness of CASA by measurable outcome to be determined by market research. 

Matrix Stage

Currently at Stage 6; advance to Stage 7

Lead

Communications Specialist

Team

PR & Marketing Committee, and obtain outside consultant to develop plan.

Milestones

Develop and launch new CASA PPR website by May 31, 2007.

Develop and implement market research plan by June 15, 2007.

Hold retreat to develop comprehensive communication campaign by July 30, 2007.

Implement comprehensive communication campaign by October 2008.

Update and brand newsletters, brochures and printed materials by Jan. 1, 2008.

Increase recruitment of diverse pool of volunteers by 10% by June 30, 2008.

Increase recruitment of volunteers by 10%.

OBJECTIVE III

CREATE MOST EFFICIENT & EFFECTIVE ORGANIZATION

Expected Results

Working plans

Matrix Stage

Currently at Stage 3; advance to Stage 6

Lead

Operations Manager & Executive Director

Team

Staff and Executive Committee

Milestones

Develop a series of questions regarding work processes for each team to consider by May 30, 2007.

Form responses – formulate high priority items and their solutions via team brainstorming sessions by June 2007.

Obtain collateral feedback (Judges survey, GAL, OCA, relationships, CASA volunteers) by July 2007.

Write up draft plan identifying weakness and offering solutions for each program by August 2007.

Submit to teams for their revisions and additional brainstorming as needed by August 2007.

Present plan to Executive Director, Board and implement by September 2007.

OBJECTIVE IV

LEVERAGE JUDICIAL & LEGISLATIVE PARTNERSHIPS

Expected Results

Improved communication and relations with Judiciary and Legislative partners.

Matrix Stage

Currently at Stage 6; advance to Stage 7 

Lead

Executive Director & Programs Director

Team

Program Staff & Board of Directors

Milestones

Identify gaps in contacts or deliverables July-August 2007.

Develop an annual plan for judicial and legislative contacts (September 2007).

Present plan to staff and Board September 2007 and activate.

OBJECTIVE V

IMPROVE RECRUITMENT & RETENTION OF ALL (Staff, Volunteers, Board) HUMAN RESOURCES

Expected Results

To increase recruitment and retention of all areas according to parameters set.

Matrix Stage

Currently at Stage 6; advance to Stage 7 

Lead

Executive Director & Board Chair

Team

Staff, Executive Committee, PR/Marketing Committee, and Board Governance Committee

Milestones

Volunteer retention measured quarterly by running a database query.

Volunteer recruitment measured through an increase in applications and new volunteers trained (measured per each training).

Staff satisfaction (to be measured through survey), staff retention and staff communications (also measured through survey) will improve (November 2007)

Board engagement will improve based on Board survey by March 2008.

OBJECTIVE VI

DEVELOP & FOSTER CLIMATE of DIVERSITY & INCLUSION

Expected Results

With the overall goal that CASA its Board of Directors are known for being inclusive and welcoming of all types of diversity including:  ethnic and cultural identity, socioeconomic and geographic location, gender identity, and leadership and personality style preferences – we will be able to articulate a shared understanding of what it means to be an inclusive and diverse organization and have in place an agreed upon structure for implementing an inclusion and diversity plan by June 30, 2008.

Matrix Stage

Currently at Stage 3; advance to Stage 4 

Lead

Executive Director & Chair of Board Governance Committee

Team

Executive Director, Board Governance Committee & Executive Committee

Milestones

Facilitated Board discussion and statement of commitment completed by October 2007 and create an inclusion and diversity plan by January 2008.

OBJECTIVE VII

SECURE LONG-TERM SUSTAINABILITY

Expected Results

To increase sustainability by building relationships with individuals and increasing their support of CASA through planned gifts to operating and endowment campaigns.

Matrix Stage

Currently at Stage 2; advance to Stage 3 

Lead

Resource Development Director

Team

Executive Committee, Strategic Ventures Committee, Circle of Impact & PR/Marketing Committee

Milestones

Conduct internal endowment campaign feasibility study, begin discussions with BOD by 8/30/2008.

Implement new planned giving/legacy society program by 6/1/2007.

Add planned giving experts (CPAs, financial planners, etc.) to strategic ventures committee by 6/1/2007.