Brighton Center FY13 Strategic Plan

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Brighton Center Strategic Plan Goals & Strategies Tue 5/1/12 FY13 Operational Plan Tue 5/1/12 I. The Brighton Center will ensure the organization has sufficient Sat 9/1/12 funding necessary to ensure sustainment of current programs and future growth.

A. The Brighton Board and Staff will develop long term funding Sat 9/1/12 plans for existing programs to ensure long term stability of current services.

1) Strategy 1. Provide program oversight to ensure funding is Sat 9/1/12 maintained through contract and grant compliance of indicators and requirements. a) Brighton Center will review and update all leadership and Sat 9/1/12 staff benchmarks to ensure indicators are in alignment with current compliance. b) Brighton Center will update Organizational Outcomes Sat 9/1/12 report to include any new indicators or compliance requirements.

2) Strategy 2. Provide the advocacy necessary to ensure Sat 9/1/12 government funding is maintained and the program remains competitive in all areas of accountability. a) Brighton Center will create a legislative agenda for every Sat 9/1/12 session and educate board, staff and the community on agenda items.

Entire Staff & Board of Directors Entire Staff & Board of Directors Board of Directors

Thu 2/28/13

Board of Directors

Fri 11/30/12

Board of Directors,Senior Management

Fri 11/30/12

Fri 11/16/12

ECI Management Team,Family Training & Advocacy Director,Bright Beginnings Director,CFO,Controller,Executive Director Executive Director

Thu 2/28/13

Board of Directors,Senior Management

Wed 10/31/12 In process ‐ ECI agenda items completed. Finalizing child care/other services agenda items.

Thu 11/1/12 Thu 2/28/13

b) Brighton Center will meet with agency legislators to discuss legislative agenda. c) Brighton Center will promote parent advocacy on the Thu 11/1/12 agency website and provide resources and information on advocacy.

B. The Brighton Board and Staff will actively pursue Sat 9/1/12 development of reserves and diversification of funding to provide additional financial security.

1) Strategy 1. Maximize fundraising initiatives to increase Sat 9/1/12 special events revenue annually. a) Brighton Center will secure an additional $25,000 partner Sat 9/1/12 for the event and/or potential presenting partner for Taste of the Northside. b) Brighton Center will focus on partnership sales and/or VIP Sat 9/1/12 sales to maximize revenue at Taste of the Northside.

Project: Project Management for Date: Tue 10/30/12

Fri 7/18/14 Fri 7/18/14 Sat 8/31/13

Executive Director,ECI Management Team,Bright Beginnings Director,Family Training & Advocacy Director ECI Program Director,Executive Director

Tue 1/1/13

Executive Director,Development Director

Sat 8/31/13

Board of Directors

Wed 4/24/13

Development Director

Wed 4/24/13

Development Director,Resource Development Committee,Board of Directors

Wed 4/24/13

Development Director,Resource Development Committee,Board of Directors

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2) Strategy 2. Finalize and implement annual giving campaign to increase individual giving. a) Brighton Center will finalize individual giving program. b) Brighton Center will fully implement individual giving program with board, staff and community at large.

Sat 9/1/12

Mon 12/3/12

Development Director

Sat 9/1/12

Fri 11/30/12

Development Director,Executive Director,Resource Development Committee Development Director,Resource Development Committee,Executive Director

Mon 12/3/12 Mon 12/3/12

3) Strategy 3. Increase corporate giving exclusive of special Sat 9/1/12 events over the next 3 years. a) Design and implement classroom adoption program and Sat 9/1/12 secure donors.

Fri 8/30/13

b) Design corporate volunteer program for future corporate Tue 1/1/13 support.

4) Strategy 4. Develop and implement a long term funding Sat 9/1/12 plan for general operations of the organization. a) Conduct analysis of current ECI business model and make Thu 11/1/12 recommendations to adjust model to maximize revenue and increase sustainability. b) Conduct analysis of current BB business model and make Mon 12/3/12 recommendations to adjust model to maximize revenue and increase sustainability. c) Conduct analysis of current PALS business model and Tue 1/1/13 make recommendations to adjust model to maximize revenue and increase sustainability. d) PALS will implement program revenue by implementing a Sat 9/1/12 fee‐based professional training component of the program.

Fri 8/30/13

e) Conduct analysis of current PMNC business model and Tue 1/1/13 make recommendations to adjust model to maximize revenue and increase sustainability.

5) Strategy 5. Secure reserves through excess annual Sat 9/1/12 revenues.

II. The Brighton Center will procure a facility that will allow for Sat 9/1/12 current operations and future growth. (Admin Capacity/Financial) A. The Board of Directors will incorporate facility expansion, improvements and/or purchase into the Strategic Plan.

Project: Project Management for Date: Tue 10/30/12

Sat 9/1/12

Fri 5/31/13

Development Director,Board of Directors Secured $2,200 in FY12 for Development Director,Bright Beginnings Mission Handprint ‐ classroom Director,Executive Director adoption...

Development Director,Executive Director

Wed 5/1/13

Executive Director,CFO

Wed 5/1/13

CFO,ECI Program Director,Executive Director

Wed 5/1/13

Executive Director,CFO,Bright Beginnings Director

Wed 5/1/13

Executive Director,CFO,Family Training & Advocacy Director

Fri 11/30/12

Family Training & Advocacy Director,PALS Coordinator

Wed 5/1/13

Executive Director,CFO,Family Training & Advocacy Director

Sat 8/31/13

Development Director,CFO,Executive Director

Fri 8/30/13

Board of Directors

Fri 8/30/13

Board of Directors

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1) Strategy 1. The Board of Directors will conduct semi‐annual assessments of the current facility and determine expansion needs. a) Research and hire architecture firm to conduct current and future facility needs analysis.

Tue 7/2/13

Fri 8/30/13

Tue 7/2/13

Fri 8/30/13

Sat 9/1/12

Tue 1/1/13

Board of Directors

Tue 1/1/13

Wed 5/1/13

Board of Directors

Tue 1/1/13

Wed 5/1/13

Board of Directors

Tue 5/1/12

Fri 7/18/14

Board of Directors

A. The Board and Staff will focus on recruitment and retention Tue 5/1/12 of highly‐qualified staff for program and administrative operations.

1) Strategy 1. Brighton will continue to develop partnerships Sat 9/1/12 with local agencies and seek opportunities for recruiting highly qualified staff. a) Brighton Center will implement an agency intern program Sat 9/1/12 for the entire agency.

Fri 7/18/14

Board of Directors

Fri 5/31/13

HR Director,HR Committee

2) Strategy 2. The Board of Directors will conduct strategic planning every 3‐5 years to ensure facilities and services are meeting community demand.

B. The Board of Directors will provide fiscal oversight on all facility improvement, expansion and/or purchases.

1) Strategy 1. The Board of Directors will implement an Ad Hoc Building Committee of the Board as deemed necessary.

III. The Brighton Center will ensure staff capacity and expertise increases with demand for services. (Admin Capacity)

b) Brighton Center will participate in Best Places to Work, Sat 9/1/12 Top Workplaces and Top Non Profits annually as a recruiting tool. c) Brighton Center will update all recruitment materials.

Sat 9/1/12

Fri 11/30/12

Fri 5/31/13

Fri 11/30/12

2) Strategy 2. Brighton will continue to implement, maintain Sat 9/1/12 Mon 1/6/14 and improve ongoing formal training programs for all program positions to ensure high quality services. a. Develop a formal training program for all staff.

Wed 5/22/13 Fri 7/18/14 b. Create and maintain a formal training manual for all Tue 1/1/13 Fri 5/17/13 programs.

Project: Project Management for Date: Tue 10/30/12

Board of Directors

Have one quote from Overland Board of Directors,Development Partners as of 09.01.2012. ‐ Director,Executive Director,CFO K.Jefferies/K.Campbell

In Process. Currently have one Leadership Team,HR Director intern working and hiring HR Intern next.

Leadership Team,HR Director

In Process. Need to finalize and Leadership Team,HR Director discuss days worked as recruitment tool.

HR Director,Leadership Team

Leadership Team,HR Director Leadership Team,HR Director

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c. Research online training modules for any areas possible. Wed 11/21/12 d. All ECI teams will be have 10 procedure trainings per year. Sat 9/1/12 3) Strategy 3. Brighton will evaluate staff retention strategies Tue 5/1/12 annually and maintain benefits and compensation packages that are commensurate with the education, contribution and experience of each staff member. a) Brighton Center will update the agency website with new Mon 12/3/12 recruitment materials and information. b) Brighton Center will research and implement pay grade Tue 5/1/12 system for agency. c) Brighton Center will review all job descriptions to ensure Fri 11/30/12 appropriate FLSA classification.

IV. The Board of Directors will be a diversely represented and Sat 9/1/12 well‐trained group of volunteers who will ensure the organization’s stability and future growth. (Governance) A. The Board of Directors will have representation that reflects Sat 9/1/12 the diversity of San Antonio’s ethnicity, expertise and influence.

Project: Project Management for Date: Tue 10/30/12

HR Director,Leadership Team,IT Professional

Fri 8/30/13

ECI Management Team

Fri 8/30/13

HR Director,Leadership Team

Fri 12/28/12

Development Director,HR Director,Executive Director HR Director,Leadership Team

Fri 8/30/13

Fri 8/30/13

Executive Director,HR Director,Employment Law Attorney Board of Directors

Thu 1/31/13

Board of Directors

Fri 11/30/12

Board of Directors,Nominations Committee

Sat 9/1/12

Thu 1/31/13

Board of Directors,Nominations Committee

Sat 9/1/12

Fri 11/30/12

Board of Directors

Mon 9/17/12 Fri 11/30/12

Board of Directors

Mon 9/17/12 Mon 10/1/12

Staff SPC,Leadership Team

1) Strategy 1. The Board will conduct an annual assessment of Sat 9/1/12 board diversity and the Nominations Committee will aggressively recruit board candidates that fill gaps identified.

2) Strategy 2. The Board of Directors will develop a plan to ensure for the succession of Board officers on a semi‐annual basis.

B. The Board of Directors will lead the organization in strategic planning and monitoring on an annual basis.

1) Strategy 1. The Board of Directors and Staff will ensure a strategic plan is in place for the organization and make any necessary revisions on an annual basis. a) Staff SPC will update the Strategic Plan with annual activities for the new fiscal year. b) The Board will be presented with the annual Strategic Plan for feedback and approval.

Tue 5/21/13

Mon 12/31/12

Mon 10/1/12 Fri 11/30/12

At November Board Meeting

Executive Director

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2) Strategy 2. The Board of Directors will lead the organization Sat 9/1/12 through a full strategic planning process every 3‐5 years as deemed necessary to ensure the stability and growth of the organization.

C. The Board of Directors will implement a Board member Mon 10/1/12 recruitment and training program to ensure Board commitment 1) Strategy 1. The Board of Directors will receive program Mon 10/1/12 training from one program at each board meeting to further knowledge of the programs.

2). Strategy 2. The Board of Directors will identify Fri 2/1/13 opportunities for additional training by board members based on their area of expertise.

V. The Brighton Center Board of Directors and Staff will actively Sat 9/1/12 promote and implement the mission of the organization. (Mission)

Sat 9/1/12

Board of Directors

Fri 8/30/13

Board of Directors

Fri 8/30/13

November: Overall agency & strategic plan...

Board of Directors,Leadership Team

Tue 3/19/13

Board of Directors,Nominations Committee

Mon 6/2/14

All Programs,Board of Directors

A. The Board of Directors in coordination with the staff will Fri 9/14/12 promote the organizational image by developing an outreach campaign that incorporates effective (push and pull) marketing 1) Strategy 1. A marketing plan will be approved by the Fri 9/14/12 Board of Directors and evaluated and revised annually, as necessary. a) Brighton Center will conduct survey(s) to assess how the Fri 9/14/12 agency is viewed by the community, donors, other nonprofits and staff. b) Brighton Center will work with marketing professionals to Mon 10/1/12 determine corporate position for the agency.

Fri 5/31/13

Development Director,Executive Committee,Leadership Team

Fri 5/31/13

Development Director,Executive Director

c) Brighton Center will develop a comprehensive marketing Wed 1/2/13 plan to the board for approval and incorporation into the FY14 Brighton Center budget. d) Brighton Center will research marketing costs for FY14 Wed 1/2/13 Brighton Center budget. e) Brighton Center will review all marketing materials for the Thu 11/1/12 agency and ensure appropriate messaging, branding and consistant imaging exists. f) Brighton Center will submit all required documentation to Tue 10/30/12 legally change the agency name from Brighton School, Inc. to Brighton Center.

Wed 5/1/13

Development Director,Executive Committee,Board of Directors

Wed 5/1/13

Development Director,Executive Committee,Board of Directors Development Director,Bright Beginnings Director,ECI Program Director,Family Training & Advocacy Director,HR Director Executive Director,CFO,Board of Directors

Project: Project Management for Date: Tue 10/30/12

Sun 9/30/12

Survey emailed out to donors, Development Director,Executive Director board, staff, SANC members. K. Jefferies Mon 12/31/12 Development Director,Executive Committee,Board of Directors

Thu 1/31/13

Fri 5/31/13

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B. The Board of Directors and Staff will work to ensure that Brighton becomes the leading resource for children with disabilities or delay, from birth to age 22, and their families.

Fri 8/30/13

Executive Director,Board of Directors,CFO,Leadership Team

1) Strategy 1. Brighton will seek opportunities to expand Sat 9/1/12 geographic areas of current services provided a) Brighton Center will develop a budget for BB expansion to Tue 9/25/12 Lullwood for grant purposes. b) Brighton Center will design the BB expansion program and Mon 1/21/13 submit to the board for consideration. c) Brighton Center will secure grants for BB expansion to Mon 3/18/13 Lullwood. c) PALS and PMNC will establish parent training sites in ECI Sat 9/1/12 catchment area to allow for more opportunities for ECI families. d) PALS and PMNC will establish collaborative relationships Sat 9/1/12 with school districts to provide more community classes.

Fri 8/30/13

Leadership Team

Tue 1/1/13

Maintenance Coordinator,Development Director,Executive Director,Controller,Bright Executive Director,Bright Beginnings Director,CFO Development Director,Executive Director,Resource Development Committee Family Training & Advocacy Director,PALS Coordinator,PMNC Coordinator

Wed 5/1/13

Family Training & Advocacy Director,PALS Coordinator,PMNC Coordinator

2) Strategy 2. Brighton will seek to provide a broader array of Sat 9/1/12 supportive services to children birth to age 22 with disabilities or delays. a) Brighton Center will research potential revenue streams Sat 9/1/12 for case management beyond age 3.

Fri 8/30/13

Leadership Team

b) Brighton Center will research and visit current after‐school Tue 1/1/13 and summer programs for best practices and recommended program design. c) Brighton Center will research potential revenue streams Sat 9/1/12 for Extended Therapy Services. d) Brighton Center will create a comprehensive business plan Thu 1/31/13 for Extended Therapy Services and present to the Board for consideration. e) Brighton Center will design an Extended Therapy Services Thu 1/31/13 program based on revenue findings.

3) Strategy 3. Brighton will improve the quality of the Sat 9/1/12 services provided to be a leading resource. a) Brighton Center will achieve accreditation with the Sat 9/1/12 National Association for the Education of Young Children (NAEYC)

Tue 4/30/13

Executive Director,Bright Beginnings Director

Thu 1/31/13 Fri 8/30/13

Development Director,CFO,Controller,ECI Management Team,Executive Director Executive Director,ECI Management Team,CFO

Fri 6/28/13

ECI Management Team,CFO,Executive Director

Fri 8/30/13

Leadership Team

Project: Project Management for Date: Tue 10/30/12

Sat 9/1/12

Fri 3/15/13 Fri 8/30/13 Wed 5/1/13

Thu 1/31/13

Fri 8/30/13

Intitial research giving to Development Intern on 09.20.2012 ‐ K. Jefferies

Executive Director,Development Director,CFO

Candidacy Materials submitted Bright Beginnings Director,Bright Beginnings 09.19.2012 ‐ I. Bustos Staff

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B) PALS will redesign the Self‐Determination program to Mon 10/1/12 Mon 12/31/12 include a parent and young adult component with meaningful outcomes.

C. The Board of Directors and Staff will intentionally educate the Sat 9/1/12 Mon 6/2/14 community about the value of inclusion to further the organization’s mission.

1) Strategy 1. Brighton will incorporate community education Sat 9/1/12 Sat 8/31/13 into all outreach, marketing and special event planning to ensure wide dissemination of the organization’s message.

2) Strategy 2. Brighton will develop and train a network of Brighton Ambassadors to promote our vision and mission.

Family Training & Advocacy Director,PALS Coordinator Executive Director,Board of Directors,CFO,Leadership Team Executive Director,Development Director

Mon 6/3/13

Mon 6/2/14

Executive Director,Leadership Team,Development Director

Tue 1/1/13

Fri 8/30/13

Sat 9/1/12

Mon 7/1/13

Executive Committee,Leadership Team,Board of Directors Board of Directors,CFO,IT Professional,Leadership Team

Sat 9/1/12

Mon 7/1/13

1) Strategy 1. Technology will be utilized to ensure outcomes Sat 9/1/12 data is available for each individual program and for the organization. a) A PALS database will be developed and implemented.

Sat 9/1/12

Mon 7/1/13

3) Brighton Center will host an annual conference on disability/inclusion.

VI. The Board of Directors and Staff will ensure the organization has the technology infrastructure to support growth of program and administrative operations and to maintain technological proficiency. (Admin Capacity) A. The Board of Directors and Staff will ensure technological proficiencies are in place for efficiency and automation.

Bright Beginnings Director,CFO,ECI Management Team,Family Training & Advocacy Director,IT Professional Bright Beginnings Director,CFO,ECI Management Team,Family Training & Advocacy Director,IT Professional CFO,IT Professional,Family Training & Advocacy Director,Executive Director CFO,ECI Program Director,IT Professional,ECI Management Team

Mon 12/31/12

b) Conduct analysis of current ECI technology and make Tue 1/1/13 Wed 5/1/13 recommendations of new technologies for program efficiency and move towards agency‐wide data collection of outcomes. b) Conduct analysis of current BB technology and make Thu 11/1/12 Fri 2/1/13 recommendations of new technologies for program efficiency and move towards agency‐wide data collection of outcomes. c) Conduct analysis of current PMNC technology and make Thu 11/1/12 Fri 2/1/13 recommendations of new technologies for program efficiency and move towards agency‐wide data collection of outcomes.

Project: Project Management for Date: Tue 10/30/12

CFO,IT Professional,Bright Beginnings Director

CFO,Family Training & Advocacy Director,IT Professional

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d) Conduct analysis of current PALS technology and make Tue 1/1/13 recommendations of new technologies for program efficiency and move towards agency‐wide data collection of outcomes.

2) Strategy 2. Technologies will be implemented and trained Sat 9/1/12 on annually, as deemed necessary, to improve internal and external communications. a) Research potential network, software and equipment Tue 1/1/13 upgrades for improved agency internal communication and efficiencies.

Project: Project Management for Date: Tue 10/30/12

Mon 7/1/13

CFO,IT Professional,Family Training & Advocacy Director

Fri 3/1/13

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Wed 5/1/13

CFO,IT Professional

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