Eden Strategic Plan
Vision Statement
EDEN will be the premier agency for:
 Developing and operating housing and related programs which will enable
persons with disabilities or 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
1. 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
Finish current pipeline
Buckeye and Ohio Freight
Participate in evaluation of
Housing First Long Range Plan
(needs) and client base to serve
Continue with expanded client
targets based on HFI analysis
(families, youth)
Develop, own and manage future
HFI projects
Responsibility
Who will do it
Mgr. of Project Dev.
COO, Mgr. of PSH
CFO, COO, Mgr. of
PSH
Resources
How we support
Staff time
Timeline
When
12/31/13
Staff timeEnterprise
12/31/11
Annual
COO, Mgr. of PSH
Staff time
Ongoing
Board, Mgmt. team
Staff time,
partnerships, GP
Capital
Every12- 18
months-one
project
Resources
How we support
Staff time
Timeline
When
2011-2012
Staff time, COC, $
2011-2012
Objective 2: Prepare to take full advantage of HEARTH
Tasks
What will be done
2011 learn regulations and
determine impact/opportunities.
2012 identify and implement new
opportunities.
Responsibility
Who will do it
ED, COO, Mgr. of
Housing Programs
Board, Mgmt. team
Objective 3: Explore other programs to sustain, expand and diversify housing
Tasks
Responsibility
1
Resources
Timeline
What will be done
Consider/pursue other housing
development opportunities and
community partnerships
Manage rental subsidies for other
agencies
Maintain and, if needed, expand
landlord pool with a focus on
special needs
Preserve and stabilize existing
portfolio
Who will do it
Board, ED, Mgmt. Team
How we support
Pre-development
funds
When
Ongoing
Annual
Assessment
Ongoing
CFO, COO, Controller,
Mgr. of Hsg. Programs
COO, Mgr. of Hsg.
Programs
Administrative
fees, Staff time
Administrative
fees, technology
Board, Mgmt. Team
New funding, staff
time
Ongoing
Responsibility
Who will do it
Board, Mgmt. Team
Resources
How we support
Staff time
Timeline
When
Ongoing
Board, Mgmt. Team
Staff time
Ongoing
COO, Mgr. of PSH,
Community Relations &
Grants Mgr.
Staff time
Ongoing
Ongoing
Objective 4: Advocate for affordable housing opportunities
Tasks
What will be done
Participate in advocacy efforts at
local, state and federal levels
Present outcomes of Housing
First model to others
Work w/HFI to define facts on
savings based on HF model and
quantify this to help create more
supportive services/operating
dollars
Objective 5: Research option for housing development – elderly housing for EDEN
Tasks
What will be done
Research elderly housing
potential from Fed/State/Local
sources of income, development
assistance, etc.
Research competition, who else
is doing it, what web information
can we gather, etc.
Create conceptual budget for
facility and operating sources
Develop business plan
Budget to create additional staff
Begin to apply for funding,
Research sites, advertise that we
are doing this
Responsibility
Who will do it
LIHTC Managers
Resources
How we support
Current Staff-50
hours estimate
Timeline
When
1/1/123/31/12
LIHTC Front Desk
Current Staff-20
hours estimate
4/1/20126/3/012
CFO/COO/Property
Management
CFO/COO/Property
Management/Consultant
CFO/COO/Property
Management
New Staff Lead
Staff time-80
hours estimate
Staff time-18
hours estimate
Staff time-20
hours estimate
Staff time-575
hours estimate
7/1/20129/30/12
10/1/123/31/13
10/1/126/30/13
2. Asset Management
2
7/1/1412/31/14
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
Identify key components of plan
Review current ongoing maintenance
plan and update as needed
Review fixed asset system to ensure
all assets are properly recorded and
up to date
Develop a plan for updating property
systems (electrical, HVAC, plumbing,
etc.) to maintain asset value
Responsibility
Who will do it
ED, COO, CFO,
Director of Project
Development
Property mgmt.
staff
Controller
Resources
How we support
Outside data,
research
Timeline
When
1/1/12 to
3/31/12
Research
1/15/12 to
12/31/12
12/1/11 to
3/1/12
Property mgmt.
staff
May need software
Staff assistance
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
Review current accounting software
used to ensure its use is optimized
Review and update fiscal policies and
procedures to ensure appropriate
internal controls
Responsibility
Who will do it
CFO, Controller
Develop a comprehensive risk
management plan
Upgrade systems and software to
support future organization growth
Complete fiscal department
reorganization
Review and update compliance
plans, policies, and procedures
Exec team, Board
members
IT Staff, fiscal staff
CFO, Controller
CFO, Controller
Controller, Mgr of
Compliance
Resources
How we support
Research, vendors,
consultants
Research best
practices, Board
member and
auditor input
Research
Input from all
departments
HR assistance in
recruiting and hiring
Support from
compliance staff
Timeline
When
1/15/12 to
3/15/12
1/15/12 –
ongoing
3/15/12 to
12/31/12
8/1/11 to
6/15/13
7/1/11 to
3/31/12
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
Identify plan components
Determine the best way to employ
social media to achieve organization
goals
Improve communication so that all
tenants are aware of events and
issues that impact EDEN
Responsibility
Who will do it
Community
Relations & Grants
Mgr., COO
Community
Relations & Grants
Mgr, Marketing
Committee
Community
Relations & Grants
Mgr., staff team
3
Resources
How we support
Research best
practices, cost
centers
Consultants, Intern
Timeline
When
8/1/11 to
12/31/11
IT
6/15/12 to
12/31/12
1/15/12 to
6/30/12
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
Review and evaluate all current
program offerings and Table of
Organization
Responsibility
Who will do it
Executive team,
management
4
Resources
How we support
Staff assistance,
research
Timeline
When
1/15/12onging
3. 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
Develop 4-yr budget projection
Responsibility
Who will do it
Fiscal
Recruit College Interns – use for
filing, scanning, paperless project,
general client services to help other
staff focus on core responsibilities
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
HR/Mgmt. Team
Community
Relations & Grants
Mgr.
Resources
How we support
ADAMHS board,
local, state &
federal grants
Staff time (training
and supervision of
interns)
Timeline
When
1/12 – 6/12
Grants
Foundations
4/1/12 ongoing
1/12 ongoing
Objective 2: Expand service-providing partnerships
Tasks
What will be done
Research transportation services
for clients with physical disabilities
Responsibility
Who will do it
Resources
How we support
Timeline
When
Objective 3: Develop and improve housing resources/information for partners and participants
Tasks
What will be done
Provide on-line & in-print resource
guides for participants and social
service workers
Advocacy for housing stability of
participants. Educating actual
participants, both new and current
to encourage housing stability
Responsibility
Who will do it
Housing Resource
Coord. & Programs
Dept.
Programs Dept. &
Retention
Specialists
5
Resources
How we support
Staff Time
Timeline
When
1/12 -ongoing
UWS grant
7/1/11 –
6/30/12 –
ongoing if we
receive grant
renewal
4. 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
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
Schedule / Complete CrossTraining
Responsibility
Who will do it
Mgmt. Team, QI
Coordinator,
Supervisors
Resources
How we support
1 hour per fulltime employee
supervised, ½
hour per part-time
employee
supervised
Timeline
When
6/1/12 – 7/1/13
Mgmt. Team, QI
Coordinator tracks
completion
Review and reinforce training on
the personnel policies to increase
understanding for all staff
Continue to update and post the
Table of Organization for all staff
to see
Create a table of minimum
requirements for each position
Mgr. of HR
Mgmt. Team
Require regularly
7/1/13 - 1/1/14
scheduled
Department
Meetings
Personnel Policy,
9/16/11 Workshops/Training ongoing
Mgr. of HR
2 Hours to Start-Up
1/12 - ongoing
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
Incorporate AI during annual
events or monthly staff meetings:
Describe Duties of EOM @
Monthly All Staff meeting
Incentive Program – “Caught
Being Good” using tickets/coins
 Develop Committee
 Research by subcommittee of
other incentive programs
 Announcement to staff when
developed
Anonymous stories told during
Responsibility
Resources
Who will do it
How we support
Mgr. of EOM, Mgr. Staff person
of HR, Community develop AI
Relations & Grants expertise
Mgr.
(Community
Relations &Grants)
Management Sub- Other incentive
Committee
programs
Timeline
When
1/12 – ongoing
All Staff Christmas
12/11 -
6
9/11 – ongoing
annually
Annual Christmas Party
 Announcement at Oct. and
Nov. all staff meeting for staff
to submit stories
 Manager/Sup. announce at
Dept. meeting
party Committee
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
Review current
software systems
that could be
utilized in HR
10/1/11 –
12/1/12
Educate about opportunities
reserve
Implement paperless process in
HR Department where necessary
IT for Development
of Intranet, HR
Manager for
Updating Intranet,
Upper
Management,
Mgmt. Team, HR
Manager
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
1/12 – ongoing
Objective 4: Research and evaluate a PTO system vs. current time off system
Tasks
What will be done
Evaluate if a flexible schedule for
employees is plausible
Change to PTO vs. Vacation,
Holidays, Sick days
Responsibility
Who will do it
Sub-Committee
with Managers and
Non-Managers
Sub-committee
7
Resources
How we support
Subcommittee
research
Timeline
When
9/15/11 –
1/1/12
Research
9/15/11 –
benefits/challenges 7/1/12
5. 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
Research CHDO requirements
Identify skill sets needed to reflect
strategic planning goals
Revise committee structure as
needed
Responsibility
Who will do it
ED, Governance
Committee
Board
Governance
Committee, Board
Resources
How we support
EDEN Staff
CHDO contract?
Strategic Plan,
Governance Plan
Strategic plan
By Laws
Schedule/ Calendar
of Events
Timeline
When
10/11
ongoing
10/18/11 1/17/12
12/1/11 3/30/12
Objective 2: Increase Board membership to 15 members by 12/30/2013
Tasks
What will be done
Create recruitment plan
 Identify professional associations
 Who, what they did,
recommendations?
Responsibility
Who will do it
Governance
Committee
Resources
How we support
Board, ED, staff,
Website,
Community
Timeline
When
1/1/12 12/31/12
Objective 3: Provide oversight and implementation and progress of strategic plan
Tasks
What will be done
Define and monitor key variables
for monthly reporting
Next steps (based on final
Strategic plan)
Responsibility
Who will do it
Board,
Committee chairs
Board,
Committee chairs
Resources
How we support
TBD
Timeline
When
1/17/12
Strategic Plan,
Management
Team
1/17/12
Objective 4: Develop ongoing Board training curriculum and succession plan
Tasks
What will be done
Identify key Board responsibilities
and committee structure
Responsibility
Who will do it
Executive
Committee,
Board
Executive Director annual review
Hold
Create succession plan (Board)
TBD
Resources
How we support
Strategic Plan,
Code of
Regulations,
By Laws
Nonprofit best
practices
Timeline
When
1/1/12 –
3/30/12
Nonprofit best
practices
3/20/13
Resources
How we support
Timeline
When
By 3/31
annually
Objective 5: Develop fund-raising capacity
Tasks
What will be done
Responsibility
Who will do it
8
Quantify internal need
Create Development Committee
and fundraising plan
 Find potential new Board
members with fundraising
experience
 Assess potential sources
based on need
ED, Finance
Committee
Board,
Development
Committee
ED, CFO, COO
1/1/12 - 6/30/12
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
Create a succession plan for
Executive Director
Create a succession plan for CFO
and COO
Update Emergency ED
Succession Plan
Responsibility
Who will do it
Board
ED
ED, Board
Resources
How we support
Mgmt. Team,
Cramer Crystal
Mgmt. Team
Timeline
When
1/1/12 – 9/1/12
Existing plan
Mgmt. Team
9/21/12 –
1/1/12
1/1/12 – 9/1/12
6. 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
Review “Chunk’s” of existing
Services that might be potential:
 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
Review current cost structure for
each “chunk”
Review existing staff for potential use
as consulting
Further develop the above “chunks”
into more specific offerings and
deliverables to a potential client
Develop listing of State-wide entities
Responsibility
Who will do it
Strategic Planning
Team
Resources
How we support
Timeline
When
Done
8/16/11
CFO, COO, Fiscal,
PM
Dept. Heads
Current Staff- 27
hours estimate
Current Staff- 10
hours estimate
Current Staff- 18
hours estimate
1/1/123/31/12
Ongoing
Current Staff- 20
4/1/12-
Dept. Heads
Dept. Heads, LIHTC
9
Ongoing
that might use services or be outlet to
sell services; i.e. OHFA, OCCH
Develop listing of potential National
consulting opportunities, i.e.,
Enterprise, TDA, etc.
Develop budget & scope for
consultant
Front Desk Staff
hours estimate
6/30/12
COO, Dept. Heads
Current Staff- 10
hours estimate
7/1/129/30/12
CFO, COO, Dept.
Heads
Current Staff- 20
hours estimate
10/1/1212/31/12
Update details of deliverables after
potential client network has been
vetted
Determine marketability of offering
services by various outlets: i.e.,
online, seminars, weblogs, social
media, technical seminars, developer
consults, trade show seminars
Determine entity for this scope
Dept. Heads,
Consultant
Consultant- 20
hours estimate
10/1/123/31/13
Dept. Heads,
Consultant
Consultant- 90
hours estimate
10/1/123/31/13
CFO, Dept. Heads
10/1/123/31/13
Develop budget & scope to sell
services, brochures, scripts,
deliverables to sell
Develop process for each service
segment to evolve into sellable
package
Dept. Heads,
Consultant
Consultant- 50
hours estimate
Staff – 25 hours
estimate
Consultant- 50
hours estimate
4/1/1312/31/13
Create Deliverables, booklets,
webinars, binders, seminars, etc.
Lead Person,
Consultant, Dept.
Heads
New Staff
New Leader200hours estimate
Consultant- 50
hours estimate
Lead person- 90
hours estimate
New Staff- 720
hours estimate
Consultant- 60
hours estimate
7/1/1412/31/14
Develop Press Release/Begin
Offering Service
Lead Person, Dept.
Heads, Consultant
10/1/123/31/13
1/1/1312/31/14
Objective 2: Research option to offer 3rd party property management services
Tasks
What will be done
Research current Revenue Sources
Research current Expenses, details
Research YWCA deal, income vs.
expense, operational issues, etc.
Research other potential competitive
Property Mgmt. Service Groups, i.e.,
Millennium
Develop listing of potential
deliverables, i.e. business plan
basics
Develop listing of other States OHFA
equivalent agency
Develop/Research listing of what
Responsibility
Who will do it
CFO, COO, Fiscal,
PM
CFO, COO, Fiscal,
PM
CFO, COO, Fiscal,
PM
Property Mgmt.
Resources
How we support
Current Staff- 25
hours estimate
Current Staff- 25
hours estimate
Current Staff- 20
hours estimate
Current Staff- 30
hours estimate
Timeline
When
1/1/123/31/12
4/1/126/30/12
7/1/129/30/12
10/1/1212/31/12
COO, PM,
Consultant
Consultant- 65
hours estimate
10/1/123/31/13
Property Mgmt.
Current Staff- 35
hours estimate
Current Staff- 25
10/1/123/31/13
10/1/12-
Prop Mgmt.
10
accreditations or licenses would be
required, for Ohio and other states,
i.e., SCHM, etc.
Develop listing of where we could
promote this service offering,
conferences, Midwest Affordable,
National Alliance, OHFA, HUD, etc.
Develop Business Plan with Budget
Property
Mgmt., Consultant
COO, PM,
Consultant
Develop action plans, marketing,
business model, service offerings,
sell points, price points, etc.
New Mgr.,
Consultant
Implement and begin selling service
New Mgr.
hours estimate
6/30/13
Consultant- 45
hours estimate
Current Staff- 35
hours estimate
Consultant- 75
hours estimate
Current Staff- 150
hours estimate
New Mgr.- 200
hours estimate
Consultant- 75
hours estimate
New Staff- 575
hours estimate
10/1/126/30/13
1/1/1312/31/14
1/1/1312/31/14
7/1/1412/31/14
Objective 3: Research option to develop residential buildings with commercial space
and/or incubator space
Tasks
What will be done
Review the concept of
other similar entities
Review Maha’s
situation
Research other worker
outlets, New York –
PHS-Starbucks & Ben
& Jerry’s
What franchise
systems are available
Responsibility
Who will do it
CFO/COO/ Community
Relations & Grants
Mgr.
CFO/COO/Property
Management/
Community Relations &
Grants Mgr.
COO/Property
Management/
Community Relations &
Grants Mgr.
COO/CFO /
Community Relations &
Grants Mgr
COO/CFO /
Community Relations &
Grants Mgr
Community Relations &
Grants Mgr
Resources
How we support
Current Staff- 20 hours
estimate
Timeline
When
1/1/15-3/31/16
Current Staff- 40 hours
estimate
1/1/15-3/31/16
Current Staff- 40 hours
estimate
Current Staff-40 hours
estimate
1/1/15-3/31/16
1/1/15-3/31/16
Current Staff-40 hours 1/1/15-3/31/16
What funding sources
estimate
are out there
What “Rich Uncle”
Current Staff- 40 hours 1/1/15-3/31/16
concepts might be
estimate
available
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
Tasks
Responsibility
Resources
Timeline
Eden
or
as
partner
for
other
developer
or
service
provider
looking
to
develop.
What will be done
Who will do it
How we support
When
Begin the research on
TBD
TBD
this ONLY
Champion:
After year three.
Assumed there is NO
capacity based on 1-4
1/1/16-12/31/19
11
12