2018 Excel Society Community Report

2018 COMMUNITY REPORT Enriching Lives.

Enriching Lives.

Table of Content Will you enrich a life?

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Our Story Our Clients Our Service Our Partners

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Our Vision For Our Future Strategic Thinking & Planning

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Strategy Immersion

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Vision, Mission, Value

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Our Priorities Exceptional Care

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Meaningful Engagement

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At the Forefront

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Organizational Stewardship

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Financial Summary

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Message from Our President & CEO Message from Our Board Chair

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Exccel Society Enrichment Fund

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Excel Society

We are people who care about people.

Will you enrich a life?

O ur S tory In 1923, the Hospital for the Insane in Ponoka (AB) reached its capacity due to the influx of soldiers returning from The Great War. The Province of Alberta responded by building the Alberta Hospital Edmonton, who treated most of those then diagnosed “chronically insane� thereafter, and who also started intentionally integrating patients into their community following a stay in care.

Seeking improved long-term care outcomes, Alberta Hospital Edmonton pioneered a community integration project 55 years ago serving 15 clients out of the basement of the Robertson-Wesley United Church. That initial project grew and matured, and eventually became the Excel Society.

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Excel Society

We now directly care for over 550 people living with disabilities and complex mental health needs each year in Edmonton and Calgary, and employ almost 900 staff on our team.

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Excel Society

Edmonton We are a proud Alberta-based organisation.

Our story begins in the City of Edmonton, but our impact can be felt across our incredible province.

In Edmonton, we operate 30 unique person-centered community group homes, 2 secure designated living facilties, and 2 large day programing centers.

We are one of the largest and most impactful service providers in Alberta.

Calgary Since 2005 the Excel Society has proudly served the City of Calgary by providing community living supports in 5 additonal group homes that adhere to the highest standards of quality, safety, and service excellence.

The Excel Society has been on an unprecendented growth trajectory, and as we strive for our new vison, our hope is that you will help us make an even larger impact.

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O ur C lients

Who are the clients of the Excel Society?

Our clients come from every walk of life, but all of them are looking for a safe, supportive, and adapted place to live in the community in a supported way.

Our clients often want an alternative to living in a hospital, and wish to live more indepentently in the community with supportive professional care.

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Excel Society

Clients and residents of the Excel Society live with many different mental health issues and diagnosis, which can include developmental disabilties, autism, brain injury, Huntington’s Disease, Schizophrenia, Personality Disorder, and Fetal Alcohol Syndrome Disorder to name a few.

Since I started living with the Excel Society Iggulden House, “I haven’t had a seizure for a long time from what I can remember, I haven’t had an ambulance come and take me to the hospital...”

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O ur S ervices

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Excel Society

The Excel Society is a Community Living and Supportive Services provider that helps people with disabilities and complex mental health needs to live supported in their community.

We want people who come to the Excel Society to feel accepted, valued, cared for, and connected to a meaningful community of support.

We are an organisation that cares deeply about people.

The Excel Society encourages clients to achieve personal and community-based goals, which promote their potential for independent living and personal enrichment.

We provide individuals with access to communitybased opportunities that facilitate the development of interpersonal relations, occupational and independent living skill sets, personal responsibility and independence.

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Our Partners

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Excel Society

Providing exceptional care through meaningful engagement is a truly collaborative mission.

Supportive living arrangements require dynamic partnerships to achieve client and community-based goals.

We are accountable to our stakeholders for executing our mission faithfully and managing resources effectively.

We want to be the best at what we do, and we depend on all of our partners to provide exceptional care to our clients.

We value our partners, and look forward to building on our historical successes together.

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Every few years an organization has an opportunity to pause, to reflect, and to dream about the future.

The Excel Society strives to be at the forefront of everyday excellence and innovation in Community Living and Supportive Services.

We want to be the best at what we do, and we want our communities of support to help us earn that privilege.

In 2017-18, we set out to build a bold new plan for the future, we call our plan:

The Excel Advantage

OUR VISION

N FOR OUR FUTURE 2018 Community Report

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The Excel Advantage Strategic Thinking & Planning

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Excel Society

Our New Strategic Plan

The Excel Advantage All of us at the Excel Society have a part in helping our organisation achieve its new vision for the future. We have incredible people on our team, and we do incredible work for the people and communities we serve. It is a special time for the Excel Society, and it is within our reach to become the best service provider in Alberta and maybe beyond.

We’ve spent the better part of a year analyzing survey responses, leading discussion groups, hosting strategic planning sessions, and collecting feedback from the entire organisation and our stakeholders in order to share with you our bold new plan called The Excel Advantage.

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The Excel Advantage

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Excel Society

The Excel Advantage Strategy Immersion We spent nearly a year developing the Excel Advantage, and we took the necessary time to immerse our leadership team and our direct care team in the strategy.

The Excel Advantage is our plan to ensure we realize our vision through our mission. Everyone at the Excel Society has a role in making a difference for our clients, our community, and our team members.

We refer to this understanding as the Excel Advantage too, and it is the Excel Advantage that informs our behaviors, sets our priorities, and focuses our collaborative efforts.

Something special is happening at the Excel Society, and we believe we have what it takes to get to the forefront of everyday excellence and innovation in Community Living and Supportive Services.

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THE ELEMENTS OF THE EXCEL ADVANTAGE

O ur V ision Excel Society is at the forefront of everyday excellence and innovation in Community Living and Supportive Services.

O ur M ission Excel Society is committed to providing exceptional care through meaningful engagement and adherence to the highest standards of quality, safety, and service excellence.

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Excel Society

O ur V alues We are the Excel Society. We are people who care about people. We believe in our mission and strive every day to provide exceptional care to those we serve through meaningful engagement and adherence to the highest standards of quality, safety, and service excellence.

As a society we are connected to something special and we share common values that guide how we do our important work. We want to be the best at what we do, and we seek to realize the full potential of all people who connect with the Excel Society.

Everyone at the Excel Society has a meaningful service to perform for those in our care, and we accept responsibility to conduct ourselves in a manner that is consistent with what we value as a society.

Our values inform us of what we stand for and guide our behaviors and decision-making in all circumstances, and foster greater engagement with and commitment to our mission.

PEOPLE INTEGRITY EXCELLENCE CREATIVITY COLLABORATION

Our Priorities

We partner with our clients, their families, and our funders, to provide the best possible care and to be the Service Provider of Choice.

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Excel Society

EXCEPTIONAL CARE

We prioritize Exceptional Care.

There’s a difference between ordinary care and exceptional care, and that difference is felt by our clients and their families.

We partner with our clients, their families, and our funders, to provide the best possible care and to be the Service Provider of Choice.

As an industry leader, we are always exploring new ways to provide exceptional care by enriching the lives of the people in our care. We listen to our clients and their families and work to create enriching opportunities for joy, connection and meaning in life, and this improves the quality of our care.

We believe everyone needs comprehensive care and personal support for a developmental disability or complex mental health diagnosis. We start from the perspective that every person is unique and has their own individual needs and goals, and we work with people to help them achieve their own physical, emotional, and psychological wellness on their terms.

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We prioritize Meaningful Engagement.

When people are engaged, you can feel it.

Everything they do feels more intentional, authentic, and personal. We engage each other as people who share a common vision.

We foster a culture of appreciation and recognition that achieves the highest possible employee engagement and satisfaction. We create opportunities for our entire team to actively participate in the Excel Advantage, and to feel supported as individual leaders that have the power to help us achieve our vision.

Meaningful engagement can take many different forms, but at its core, it’s about making each interaction count between all people. We take care of our team, because it’s the right thing to do, and we know that meaningful engagement improves the overall quality, safety, and care we provide.

MEANINGFUL 26

Excel Society

We foster a culture of appreciation and recognition that achieves the highest possible employee engagement and satisfaction.

ENGAGEMENT

BEING AT TH

We are recognized as a partner/ employer of choice and an industry leader in community living and supportive services.

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Excel Society

HE FOREFRONT We prioritize Being At The Forefront.

Some service providers are good at what they do, and a select few are great. We strive for greatness at the Excel Society, and we believe our community will let us know when we’ve reached that privileged state.

We seek to be recognized as a partner and employer of choice and an industry leader in community living and supportive services.

We listen to our clients and their families to improve the quality of our care.

We want our organization to be thought of as at the forefront in the industry. We work together everyday to advance innovative thinking and practice, and to share our stories of the incredible impact we are making for our clients and the broader community.

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ORGANISATIONA

We are accountable to our stakeholders for executing our mission faithfully and managing our resources effectively.

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Excel Society

AL STEWARDSHIP We Prioritize Organisational Stewardship.

We are responsible for providing care to hundreds of people, and the Excel Society also has a responsibility to care for itself. We have a duty to protect and preserve all of the infrastructure, and financial and human resources of the Excel Society.

We understand that we are accountable to our stakeholders for executing our mission faithfully and managing our resources effectively.

We work proactively to manage our internal and external risks, and intentionally encourage creative thinking, resourcefulness, and innovation to steward resources and enhance our impact.

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201 8

We did business with over

210

businesses last year

We directly served

550 people

We helped over

450 clients

with client spending accounts

We employed

839

people

F inancial S ummary

REVENUE

Persons with Developmental Disabilities Alberta Health Services NWT Children’s Services

EXPENSES BY CATEGORY

Service Delivery Manpower Facility Program Education and Training

EXPENSES BY STRUCTURE

Supportive Living & Community Support Services Excel Academy Administration

Administration

Rent and Food Services Other Grants, Sales, Fundraising

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MESSAGE FROM OUR PRESIDENT & CEO 2018 was focused on The Excel Advantage, a strategic plan that was more than a year in the making. It is designed to build the foundation for future growth and to engage our entire team. Our strategy is built on the four pillars of: • • • •

Exceptional Care, Meaningful Engagement; Forefront; and Organizational Stewardship.

At its core, it is about providing the best care possible, while treating each other the way each of us deserves to be treated. It is about being leaders, being innovative and always keeping the future of Excel Society in mind. It is a Strategy designed for every member of our team to be able to participate.

2018 was also the year we truly began to see the reward of the previous growth strategy. The initiatives we took during that period were designed to allow us to take advantage of economies of scale and in 2018 we can proudly say all financial metrics are pointing in the right direction.

I am also proud of the work we are doing with our funders. We are actively involved in the initiatives of the Council of Service Providers where we are building an enhanced relationship with PDD. We also continue to grow in our relationship with Supportive Living as we work with them to achieve the delivery of Exceptional Care.

I am so very proud to be part of a dedicated team at Excel and that of course includes our immensely talented Senior Leadership Team. I am grateful for their support and enthusiasm. I am equally as thankful for the support of an amazing Board of Directors.

BRAD PERKINS President & CEO

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Excel Society

MESSAGE FROM OUR BOARD CHAIR In 2018 the new Strategy for Excel Society was implemented. The Strategy, called “The Excel Advantage� is a very powerful initiative based on engaging all of the members of the Excel team to make a difference and it will set the foundation for the Society for well into the future.

The Board is looking forward to the execution of the Excel Advantage and the new dashboard that is being designed to provide it with the information necessary to know the success of this new direction.

Also in 2018 Excel continued its momentum toward a positive financial position and while there is still significant work to do, I am thrilled that we have seemingly turned the corner, realized on our former growth strategy and built a platform to continue the important work we do.

Heather Rogers joined the Senior Leadership team in June of 2018 as the new Director of Finance and we could not be happier with the seamless transition to Heather as she takes on this important role with Excel. She follows in the footsteps of Jim McCutcheon who retired at the end of the year. We wish Jim all the best in this next phase of his life and I would like to thank him for his years of contribution to Excel.

2018 was also a year of continued enhancement of the Board Governance. I would like to thank the Governance Committee, the Audit Committee and of course, the Board at large for all of its hard work. It is truly a pleasure working with you as we set the direction for a very prosperous future for Excel.

COLLEEN SCOTT Chair, Board of Directors

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You can be the Excel Advantage We want anyone in Alberta, regardless of their diagnosis, to be able to express themselves, create meaning in their life, and feel connected to their community.

We strive every day to make this a reality for people that come to the Excel Society by provinding meaningful enrichment programing.

You can be the Excel Advantage and help enrich a life by joining the Excel Society and making a gift to our Enrichment Fund.

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Excel Society

Join the Excel Society Enriching a life is simple and rewarding when you take the first step and join the Excel Society with a gift to the Excel Society Enrichment Fund:

• Artistic Enrichment – Help a client access artistic supplies and experiences.

• Musical Enrichment – Help a client access musical instruments and experiences.

• Recreational Enrichment – Help a client access sport, leisure or recreational activities.

• Companion Enrichment – Help connect a client with a caring companion for an appointment or outing.

• Holiday Enrichment – Help a client have a simple holiday.

• Milestone Enrichment – Help a client celebrate the achievement of a special goal.

• Euphoria Enrichment – Help a client fulfill a life-long dream.

• Commute Enrichment – Help a client get to and from key appointments with support for transportation.

• Spiritual Enrichment – Help a client access spiritual materials or a supportive spiritual adviser.

• Educational Enrichment – Help a client access educational information and experiences.

Will you enrich a life?

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Enriching Lives.

Housing

Support

Enrichment

Excel Society Ledgeview Business Centre Suite 500, 9707 110 Street NW Edmonton, AB T5K 2L9