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HABITAT CHARLOTTE STRATEGIC PLAN 2016-2020

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People. Homes. Communities. Hope. Four pieces of a puzzle that, without one, would be incomplete. ‘Seeking to put God’s love into action, Habitat for Humanity of Charlotte brings people together to build homes, communities and hope.’ Habitat Charlotte’s mission statement is something that we hear very often around the organization, and something we’ve all deeply invested in as we navigate our positions. But that statement is more than what we do; it’s where we want to go, it’s who we want to be. It’s a moving target. As our community grows and changes, and as the people within our community - homeowners, potential homeowners, staff, volunteers, donors and more - change as well, those four areas remain foundational for Habitat Charlotte. When thinking of the four areas - people, homes, communities and hope each builds upon the one before, much like the construction of a house.

And much like a jigsaw puzzle, one missing piece paints an incomplete picture. One missing piece may not prevent you from understanding what the picture itself is, but it’s incomplete. Without people, we couldn’t build or fill homes. Without actively engaging and empowering our communities, hope is diminished. Without hope, there is no uniting value that draws people in and brings them together. Because of that cyclical and foundational nature, Habitat Charlotte’s strategic plan for the next five years, 2016-2020, focuses on the goals, methods and metrics of those key areas. Through that careful planning and operation, Habitat for Humanity of Charlotte will play a major role (with your assistance) in reducing the affordable housing deficit in our own community.

Laura Belcher President & CEO May 2016

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HABITAT CHARLOTTE’S MISSION & VISION MISSION: Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope. VISION: A world where everyone has a decent place to live.

KEY AREAS OF FOCUS & STRATEGIC GOALS: AN OVERVIEW

PEOPLE

Optimize community engagement.

HOMES

Expand our ability to serve more families.

COMMUNITIES

Empower families to create thriving communities.

HOPE

Amplify the importance of affordable housing in advancing a just society.

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KEY METRICS

PEOPLE

HOMES

+

Grow number of volunteers and donors by 20% to 10,800 by 2020.

HOPE

Provide more opportunities annually to share the impact of affordable housing resulting in 5% annual increase in reach.

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55 %

=

Increase number of familes served by 55% to 200 families annually by 2020.

COMMUNITIES

Partner formally with at least 5 community service providers in expanding critical/high impact offerings to families across multiple neighborhoods.


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PEOPLE Goal: Optimize community engagement.

STRATEGIC OBJECTIVE Enhance transformational experiences for volunteers and donors

APPROACH • Continuously evaluate and improve onsite and retail experiences for volunteers • Engage homeowners proactively, share their stories with donors and volunteers • Increase donor and volunteer stewardship • Invest in ongoing Global Village international trips

Expand pool of new volunteers and donors

• Engage more retirees in volunteering – construction and ReStore • Expand youth and young adult interaction • Serve the entire geographic footprint – focus new efforts in University, Pineville and Ballantyne

METRICS OF SUCCESS & TARGETS • Repeat / returning volunteers »» Construction »» ReStore/Retail • Annual donor retention rates (benchmark against three-year average and industry standards) • Global Village trip participation • Number of volunteers (annual growth > 5%) »» Construction »» ReStore • Number of donors (annual growth > 5%)

• Increase emphasis on major gifts and planned giving • Design opportunities to engage skilled volunteers Foster high performance of staff and board

• Attract and hire the best and brightest for Habitat Charlotte staff

• Achieve “Best in Class” employee retention rates (benchmark against industry standards)

• Develop and retain associates through ongoing training and engagement activities

• Board engagement as measured through bi-annual board surveys and meeting attendance

• Recruit and retain outstanding talent for board service

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• Diversity in staff and board


Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.

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Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.


HOMES Goal: Expand our ability to serve more families.

STRATEGIC OBJECTIVE Implement means to increase revenue

APPROACH • Expand retail operations (new ReStore(s), increase online book sales, increase deconstruction activities) • Execute Resource Development Strategy adopted in FY 2015 (5 year plan – Major Gifts, Planned Giving, etc.) • Increase public grant funding

Leverage funds available (accelerate cash flows)

• Retail net income - > 35% net margin and increasing annually • Contributed income of $4 million annually by fiscal year 2020 • Data sharing through UNC Charlotte/ Institute for Social Change to allow for measurement of impact

• Share our story broadly

• Implement new Habitat for Humanity International branding in fiscal year 2017

• Sell mortgage receivables, advance cash flows to enable more home building

• Increase new home production and critical home repairs

• Evaluate third party lending options

• Complete initial portfolio sale of 15-20% of gross receivables by fiscal year 2017

• Seek new market tax credit opportunities

Expand products to respond to broader community needs

METRICS OF SUCCESS & TARGETS

• Consider revising Area Median Income (AMI) criteria for families served

• Expand multi-year third party lending strategy by fiscal year 2018 • Increase families served through new program offerings

• Seek and evaluate additional opportunities to meaningfully serve families »» Investigate rental options (partnering with other organizations or building ourselves) »» Evaluate down payment assistance options to accelerate homeownership for families

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COMMUNITIES Goal: Empower families to create thriving communities.

STRATEGIC OBJECTIVE Enhance resources available to homeowners and their neighborhoods

APPROACH • Continue and increase Neighborhood Revitalization (NR) efforts

• Expand number of partner nonprofits Habitat Charlotte works with annually

• Codify relationships with other nonprofits that provide critical services to homeowners

• Increase NR neighborhoods (add neighborhood #3 in fiscal year 2018)

• Partner with City and County in their areas of neighborhood development

Provide education and information to families to enable ongoing success

METRICS OF SUCCESS & TARGETS

• Implement strategies from NR neighborhood plans • Utilize Habitat for Humanity International’s “Success Measures” outcome evaluation system for NR

• Strengthen ongoing lines of communication both to and from homeowners

• Incorporate homeowner survey results in program evaluations

• Offer training, or access to training, for neighborhood leadership development

• Participation rates of workshops, orientations and trainings • Frequency of information sharing (classes, newsletters, etc.) • Attendance and participation in homeowner association and community meetings

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Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.

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Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.

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HOPE Goal: Amplify the importance of affordable housing in advancing a just society.

STRATEGIC OBJECTIVE Build awareness within the community of issues of affordable housing and justice

APPROACH • Sponsor community educational opportunities (evaluate “Building Futures” as an annual model) • Seek strategic alignment with other nonprofits to build coalitions and increase impact of communications • Increase ability to articulate the return on investment and economic impact of affordable housing

Invite action on affordable and workforce housing issues

• Educate constituency (volunteers and donors) on issues – social media, emails, newsletters, blog posts, etc.

METRICS OF SUCCESS & TARGETS • Increase social media followers • Increase media coverage (print, online, radio) • Increase perception of Habitat Charlotte as a subject matter expert in the area of affordable and workforce housing and homeownership • Inclusion of Habitat Charlotte in broader community initiatives • Increase rate of response by constituents to “calls to action”

• Invite key constituencies to take public stances on issues through communications with elected officials, participating in public forums, etc. Demonstrate leadership within Habitat for Humanity International around global housing needs

• Maintain commitment to financial tithing practice as suggested by Habitat for Humanity International • Expand tithe recipients (El Salvador plus others) • Speak and share testimonials within Habitat for Humanity International to encourage other affiliates to participate in tithing

• Addition of new tithe partner in fiscal year 2018 • Increase Habitat Charlotte board participation in Global Village international trips (fiscal year 2016 = 25%) • Participation in Habitat for Humanity International tithe activities nationally

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HOMEOWNERSHIP MATTERS

(Why We Do What We Do)

Children are 25% more likely to graduate from high school and 116% more likely to graduate from college (1)

Improved physical and mental health outcomes (2)

Parenting skills improve resulting in higher levels of self-esteem (3)

(1) 1999 - “Does Home Ownership by Parents Have An Economic Impact on Their Children?” University of Tennessee (2) April 2015 - “Insights,” Center for Housing Policy (3) April 2009 - “Home Ownership and School Outcomes of Children,” The American Journal of Economics and Sociology

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KEY MILESTONES

Engage 10,000 donors and volunteers

20th anniversary of AmeriCorps at Habitat Charlotte

Serve 130 families annually

2,000th family served in Charlotte

$15 million aggregate property taxes paid by homeowners

300th home mortgage paid in full First trip to new international tithe partner

Complete model/ pilot partnership with nonprofit community enterprise

Announce 3rd Neighborhood Revitalization Partner

Aggregate economic impact of $1 billion Serve 200 families annually

Habitat Charlotte 35th anniversary

Cross $4 million aggregate global fund tithe

Announce new international tithe partner

Serve 150 families annually

Engage 9,000 donors and volunteers

2017

2018

Open 4th ReStore 100th trip to Habitat El Salvador

2019

Host 5th annual Building Futures Symposium

2020

FISCAL YEARS ENDING JUNE 30

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Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities and hope.

3815 Latrobe Drive | 704.376.2054 | habitatcharlotte.org

Habitat Charlotte Strategic Plan 2016-2020  
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