At Sertoma Centre, we strive to plan strategically and establish annual goals that direct our work throughout the year. We believe this allows us to be more successful in achieving our mission and providing the highest quality services possible. It also enables us to successfully take advantage of opportunities that are presented, overcome the obstacles we encounter, and adapt to a changing environment. 1. Sertoma Centre will establish a vision and values statement to more clearly communicate to both internal and external stakeholders its vision and core values that support its mission. A. A committee of stakeholders will be convened by the Assistant Executive Director to develop an agency values statement for Management Team and Board approval by September 30, 2011. Staff responsible, Assistant Executive Director. B. A final draft Vision statement will be completed with input from department teams and submitted to the Executive Director by August 31, 2011. Staff Responsible, Executive Director and Department Directors. C. A final agency vision and values statement will be approved by the Board of Directors by October 31, 2011. Staff responsible, Executive Director. D. A plan for placement and communication of the mission, vision and value statements will be developed and implemented by October 31, 2011 by the Management Team. Staff responsible, Executive Director and Management Team. 2. Sertoma Centre will enhance its systems to examine and evaluate its programs to continuously improve the quality, efficiency, and efficacy of its services to people with disabilities. A. Revise and enhance financial reporting for cost centers and other identified areas to better assess program and support operations in order to implement changes to improve the finances of operations by December 31, 2011. Staff responsible, Associate Director of Finance and IT. B. Identify and prioritize the financial/analytical reports needed from the Finance Department and the capacity of the Finance Department to complete them in a timely manner by November 30, 2011. Staff responsible Associate Director of Finance and IT and Management Team. C. Review all programs/services/supports for cost effectiveness and establish plans to address priority areas by February 28, 2012. Staff responsible, Associate Director of Finance and IT, Department Directors, and Management Team. D. Seek out and consider new opportunities that are cost efficient for program and support services to implement. 1) Evaluate the status of Redwood Counseling and Wellness Centre and determine the viability to continue operations by January 31, 2012. Staff responsible, Director of Mental Health Services and the Redwood Committee. 2) Evaluate the space available at the Matteson plaza and determine potential for utilization (such as providing CEU’s and other training opportunities in conjunction with CSP) by December 31, 2011. Staff responsible, Executive Director and Management Team. 3) Evaluate the development of a Business Advisory Committee in Employment Services by February 28, 2012. Staff Responsible, Director of Employment Services. 4) Evaluate the potential for the development of a lawn care program for consumers in conjunction with janitorial services and eliminate contractual lawn care for the CILA homes and facilities by December 31, 2011. Staff responsible, Associate Director of Business and supports, and Director of Day Programs. 5) Complete the RFQ process for Employment Network status to allow Ticket to Work billing for Insite by October 31, 2011. Staff responsible, Director of Employment Services. 6) Establish plans for the utilization of Board Certified Behavioral Analyst in Clinical Services by January 31, 2012. Staff responsible, Director of Clinical Services. 7) Establish a Transition Program for Autism Services by October 31, 2011. Staff responsible, Associate Director of Program Services, Director of Day Programs, and Director of DT/Voc 123rd. 9) Monitor FY2012 budget projections and expenses monthly to ensure that contract billing and enrollment projections are achieved, and expenses including projected staffing hours do not exceed budget by June 30, 2012. Staff responsible, Assistant Executive Director and All Department Directors. 10) Contact five new schools or districts to determine potential for school transition services expansion by October 31, 2011. Staff responsible, School Transition Program Manager. 11) Evaluate potential for implementing energy saving methods (green technologies) in agency facilities and equipment and develop a plan for implementation by June 30, 2012. Staff responsible, Associate Director of Business and Support Services. 12) Review alternate transportation methods for consumers in conjunction with CSP partners to realize cost savings by December 30, 2011. Staff responsible, Associate Director of Business and Support Services. 13) Plan and Implement electronic pay remittance advice for staff payroll by December 30, 2011. Staff responsible, Director of Finance and IT. 14) Evaluate the current time keeping software for implementation of additional features to reduce payroll processing time for managers and the Finance Department by April 30, 2012. E. Identify individual and groups of consumers with cost of services that are not fully reimbursed by funders and determine if it feasible to continue providing services by February 28, 2012. Staff responsible, Assistant Executive Director and Associate Director of Program Services. F. Evaluate the potential for increased community integration of services and reduce the number of consumers that are receiving services in sheltered employment. This goal will not be worked on in FY2012. 3. Sertoma Centre will develop expertise in managed care to maximize the benefits to consumers and the Centre. A. Engage the changes being made and proposed by the State to implement managed care for the individuals we serve and adapt agency systems and services to maintain and/or expand services by May 31. 2012. Staff responsible, Director of Mental Health Services and Associate Director of Program Services. B. Monitor and respond to impact of managed care on the mental health program, including service authorizations/reauthorizations, billing, service denials, and appeals in response to service denials; make changes in staffing including needed expertise to respond effectively by June 30, 2012. Staff responsible, Director of Mental Health Services and Associate Director of Program Services. 4. Sertoma Centre will examine the feasibility of geographic expansion to areas such as the city of Chicago, surrounding counties and Indiana. A. Research the feasibility/advantages/disadvantages of expanding services by opening a location in the city of Chicago considering potential for additional financial support from foundations, corporations and political connections. This goal will not be worked on in FY2012. B. Specifically evaluate location for a MHS site. This goal will not be worked on in FY 2012. C. Determine the feasibility for transporting individuals from Chicago to Matteson for MHS by August 31, 2011. Staff responsible, Director of Mental Health Services and Associate Director of Business and Support Services. 5. Sertoma Centre will determine the feasibility of creating a permanent supportive housing facility and program. A. Determine the feasibility of developing and implementing a permanent supportive housing project in fiscal year 2012/2013 with consideration to agency infrastructure needs and consumer needs/interest in location, i.e. Chicago or the south suburbs by June 30, 2012. Staff Responsible, Executive Director and PSH Committee. 6. Sertoma Centre will explore the creation of a holistic wellness centre devoted to people with disabilities. A. Explore the feasibility of developing a holistic wellness center in collaboration with CSP. This goal will not be worked on in FY 2012. B. Consider focusing individual services with a more holistic approach in the service planning process. This goal will not be worked on in FY 2012. C. Consider the needs for additional staff training in this area by June 30, 2012. Staff responsible, Staff Training Coordinator. D. Implement methods to focus programming on personal care and wellness in residential services by December 31, 2011. Staff responsible, Director of Nursing and Director of Residential Services. 7. Sertoma Centre will create and implement a comprehensive technology plan to include an emphasis on both administrative functions and assistive technology in conjunction with Community Service Partners. A. Develop an agency Technology Committee with clearly defined membership and written responsibilities to give leadership in the area of technology including internal systems hardware/software, finance, marketing, and assistive technology by November 30, 2012. Staff responsible, Associate Director of Finance and IT. B. Based on the leadership of the new Technology Committee, develop plans with implementation dates to address specific areas of need for improvements in the use of technology by March 31, 2012. Staff responsible, Associate Director of Finance and IT. C. Establish a relationship through contractual agreement with Infinitec and establish plans for enhancing assistive technology based upon consumer needs establishment of procedures for referral and follow-up by October 31, 2011. Staff responsible, Director of Employment Services and Technology Committee. 8. Sertoma Centre will examine and evaluate its efforts to increase name recognition and marketing of its programs and services. A. Research and engage external expertise to review and evaluate the agency’s current marketing efforts and resources with recommendations for improvement. Investigation of the following will be included: 1) Signage at both 123rd and 127th Street facilities with the possibility for a marquee sign at 127th with more details on the services available by April 30, 2012. Staff responsible, Associate Director of Business and Support Services 2) Consider a corporate sponsorship by April 30, 2012. Staff responsible, Director of Advancement and Communication. 3) Need for professional marketing support by April 30, 2012. Staff responsible, Director of Advancement and Communication. 4) Establishment of a system to engage parents and families of individuals served for resources in marketing by April 30, 2012. Staff responsible, Director of Advancement and Communication. 5) Utilization of Social Media by April 30, 2012. Staff responsible, Director of Advancement and Communication. 9. Sertoma Centre will continue its leadership and investment in Community Service Partners (CSP) to achieve efficiencies in its operations. A. Continue and expand efforts in the areas of HR, staff training, transportation, finance, production (subcontract work), and IT. The goal is increased efficiencies for members and funding for CSP through product and service development which will also secure customers and new members for CSP by May 31, 2012. Staff Responsible Executive Director and Management Team. 10. Sertoma Centre will work cooperatively with others to influence public policy on behalf of people with disabilities. A. Continue and expand efforts for awareness with policy-makers, public leaders, and legislators related to the support needs for people with disabilities and adequate funding of services by June 30, 2012. Staff responsible, Executive Director and Management Team. 11. Sertoma Centre will develop and implement methods to recruit, develop, and retain high performing skilled staff to assure high quality services and operations. A. For recruitment; evaluate possible software and other technology with review of costs and established timelines for implementation by November 30, 2011. Staff responsible, Director of Human Resources. B. Research the use of skilled interviewing teams for the selection of the best matched candidates for agency positions by March 15, 2012. Staff responsible, Director of Human Resources. C. Evaluate the starting salaries of selected positions including residential, transportation, and janitorial staff positions by May 31, 2012. Staff responsible, Director of Human Resources. D. For retention; evaluate the application and interviewing process by June 30, 2012. Staff responsible, Director of Human Resources. E. Investigate the effectiveness of participation in Job Fair events for recruitment and implement as useful by June 30, 2012. Staff responsible, Director of Human Resources. F. Determine the feasibility of utilizing assessment tools for employee screening by March 15, 2012. Staff responsible, Director of Human Resources. 12. Sertoma Centre will develop methods to increase the effectiveness and diversity of the Sertoma Centre and Foundation Board of Directors. A. Establish succession plans for Board officers/members and key staff positions including the Executive Director, Assistant Executive Director, and Director of Finance positions by June 30, 2012. Staff responsible, Executive Director with the Board of Directors. B. Evaluate and revise the composition of the Centre and Foundation Boards based on the organizations needs in regard to size, term length/limits, skills, age, stake holder representation, ability to give financially, and diversity by April 30, 2012. Staff responsible, Executive Director with the Board of Directors. C. Research and implement methods to increase the capacity and effectiveness of the Boards and agency to raise funds and other resources to support Sertoma Centre by April 30, 2012. Staff responsible, Executive Director and Director of Advancement and Communications with the Board of Directors. 13. Sertoma Centre will identify and implement methods to diversify and increase financial resources through fundraising and resource development in order to advance its mission. A. Research and implement as feasible the establishment of expectations for families of individuals being served to support the agency with donations of their time, talents, and finances by June 30, 2012. Staff responsible, Executive Director and Management Team. B. Design and implement fund raising and public relations activities and events that target and bring in younger people to support the agency by May 31, 2012. Staff responsible, Director of Advancement and Communications. C. Develop and implement new methods to secure the support of more individuals with greater financial and other resources needed by the agency by May 31, 2012. Staff responsible, Director of Advancement and Communications. D. Research the feasibility of developing a formal Volunteer Program with staff resources assigned for implementation by December 31, 2011. Staff responsible, Director of Human Resources, Director of Advancement and Communications, and Assistant Executive Director. E. Review the need for additional capacity to write grants to secure additional resources by December 31, 2011. Staff responsible, Executive Director and Director of Advancement and Communications. The following are highlights of our work to accomplish the fiscal year 2012 goals and implementation of our strategic directions. • We completed a review of our mission statement and the development of an agency vision statement and core values. • We completed the expansion of the Autism Program to provide an opportunity for individuals to begin the transition process to other program services available at the agency and the opportunity to utilize skills acquired in the Autism Program. We have contracted for the services of a Board Certified Behavioral Analyst to assist staff with the development of intervention and other support plans to better serve individuals. The cost for these services will be billed to DHS resulting in no additional cost to Sertoma Centre. • The specialized program for individuals with a dual diagnosis of developmental disability and mental illness is fully operational at our 4100 West 127th Street facility in Alsip. • We have increased enrollment and service utilization across all programs which means we are meeting the needs of more individuals and our budget is performing better than last year. • Our Board of Directors has approved the development of a permanent supportive housing project. We are currently working with consultants to develop a project and apply for funding. • We have developed an Assistive Technology Committee; and are working with Infinitec to provide training for staff, identify assistive technology needs for individuals served, and develop a plan for implementation. • We have initiated a formal volunteer program and hired a part-time staff position for development and implementation. • Our Human Resources Department is in the process of implementing recruiting software which will save staff time and enhance our ability to identify and hire the best matched and qualified staff to work at Sertoma Centre. • We have begun the implementation of new staff attendance software and an upgrade of our human resources and payroll software which will save staff time and make information more accessible and timely to all staff and their managers. For questions or more information please contact Gus van den Brink at 708 730-6216 or gvandenbrink@sertomacentre.org.
In 2011, Sertoma completed a comprehensive strategic planning process with the input of representatives from all stakeholders groups. Thirteen strategic directions were established and are the focus of our work in the next three to five years. Annually, goals are established as a means to implement these strategic directions. The following documents are posted with information regarding our strategic directions, annual goals and our progress toward their achievement:
Agency Strategic Directions with Goals for Fiscal Year 2012
Established May 2011 Revision September 30, 2011
Monitor billing in the DD/MI Program to assure that budget projections are met in FY2012 by June 30, 2012. Staff responsible, Director of Day Programs.
Progress Highlights of Fiscal Year 2012 Goals
December 31, 2011
Event Calendar
