CHAI Board of Directors Strategic Planning Meeting January 27, 2013 10 am – 12 noon Facilitator: Christina Yoon, Ph.D.
• Where do we want to go? (Mission and Vision)
• How do we get there? (The plan)
2
VISION
VALUES
MISSION
GOALS
VALUES STATEMENTS
3
VISION Building trust and understanding between and among communities to promote mental health and wellness.
MISSION VALUES Collaboration Compassion Being Proactive
CHAI takes a holistic approach to providing proactive, culturally competent information and referrals on mental health and wellness to the South Asian population. We work collaboratively with communities and service organizations to end stigma and increase access to mental health services.
GOALS
VALUES STATEMENTS We acknowledge and honor the fundamental value and dignity of all individuals. We strive to express empathy and compassion with the life situations of others. We support and promote the wellness of South Asians. We commit to the ability to lead and model the implementation of excellent collaborative programming that supports CHAI’s vision, mission and values through prompt and reflective action.
4
CONTEXT MAP (2011) Trends Aging South Asian population
Political Factors Political response to xenophobia Focus on education vs. mental health
Trends Philanthropy asking for measures of success Reduced funding for mental health
Resistance to healthcare reform
Increasing difficulty recruiting volunteers
Move to trim federal dept. budgets
Economic Factors
Increasing Xenophobia
Immigration reform
Less/more selective giving
Fear seems to rule crisis in leadership
Businesses have less flexibility to negotiate Fewer grant opportunities
Tax cuts for rich, social cuts for poor
May increase referrals Impact on special events
Technology Factors Social media E-learning Website exposure Email Constant contact Phone apps Tech is attracting target pop. to area
Customer Needs Survival Donors/investors want outcome data
Increased impact of global economy and anger over it Increases in uninsured Rising costs of operation
Customers need to understand what CHAI does and doesn’t do
Uncertainties
Board members want Execution and Strategic Planning
2012 Election
Providers need to market services/connect with other professionals
Can CHAI survive as a stand alone
Consumers want culturally competent/sensitive providers
Budget deficit
Affect of immigration debate on CHAI funding
Affect of political divide
Impact of natural disasters
Confidentiality
5
STRENGTHS: • Clarity of mission • Passion for mission • Unique marketing niche • 10 years • Prompt response • Dedicated Exec Director • Diversity • Relationships/Collaboration
OPPORTUNITIES: • New product development • Increasing number of providers • Increase number of partners • Support of business community • To increase donor base • To increase leadership skills • Clarify needs of target population
PROBLEMS: • Narrow market focus • Scarce resources $$$ and time • Differing perspectives and approaches • Questions of sustainability • Volunteer ED • Small board • Role confusion • Public perception
THREATS: • War on poor/middle class • Board composition • Loss of ED • Burnout
Future / External
Current / Internal
SPOT ANALYSIS (2011)
6
First Annual Community Awards Event is held Women’s Wellness Group is launched Clinical Conference is held First professional presentations given
2001
2002
2003
2004
2005
501(c)3 is awarded to CHAI
2006
2007
2008
2009
First part-time staff is hired Chaicounselors.org website is launched
2010
2011
2012
Social media effort is launched
7
Clients Served 90 80 70 60 50 40 30 20 10 0 2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
8
Event Participation 9 8 7 6 5 4 3 2 1
0 2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012 9
Professional Presentations 9 8 7 6 5 4 3 2 1 0 2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
10
Collaborations 10 9 8 7 6 5
4 3 2 1 0 2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
11
Total Raised $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 $10,000 $5,000
$2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012 12
CHAI 2012 Profit & Loss Statement Total Revenue
$
37,776
Government Grants
$
Other Contributions
$
Membership Dues
$
-
Program Fees
$
-
Investment Income
$
-
Events
$
Other
$
Total Expenses Executive Director Salary NET INCOME
$ $ $
29,455
8,321 19,496 18,280 13
Peer Organization Research • Pro Bono Counseling Project • NAMI - National Alliance for the Mentally Ill • NAAPIMHA - National Asian American and Pacific Islander Mental Health Association • ASHA for Women • DVRP - Asian/Pacific Islander Domestic Violence Resource Project
14
Key Findings from Conversations with NAAPIMHA, ASHA for Women, & DVRP • Mental health is not funded well and foundation support has declined in the past several years – need to develop integrated approach • South Asians are one of the fastest growing populations in DC, according to the Mayor’s office • Greatest challenges for the South Asian community related to cultural issues – there are differences between the South Asian community and the community at-large • One challenge is not being able to get culturally and linguistically competent psychiatrists for their clients, particularly those who are not insured and need pro bono services • Even in cases when clients speak English well, they often prefer to speak to counselors/psychiatrists in their native tongue (e.g. Indians often prefer to use Hindi) • CHAI can play an important role in the counseling arena – therapeutic counseling needed for South Asian community, but a major issue is that the community is not very open to it. Case management can be taken care of by other organizations. 15
Peer organization comparison CHAI
PRO BONO COUNSELING PROJECT
NAMI - MD
NAAPIMHA
ASHA
DVRP
Year of Founding
2001
1991
1982
2002
1989
1996
TOTAL REVENUE
$ 37,776
$
438,400 $
438,718
$
130,086 $
97,976 $
165,100
Government Grants
$
$
225,615
$
304,170
$
-
-
165,054
Other Contributions
$ 29,455
$
192,262
$
56,455 $
128,589 $
97,571 $
-
Membership Dues
$
-
$
-
$
7,980 $
-
$
-
$
-
Program Fees
$
-
$
13,732
$
7,495 $
-
$
-
$
-
Investment Income
$
-
$
408 $
942 $
-
$
Events
$
-
$
-
$
43
Other
$
$
-
$
-
TOTAL EXPENSES ED Salary
-
8,321
$
-
$
58,904 $
$
6,383 $
2,772 $
$ 19,496
$
378,981 $
$
$
-
-
72,000
$
397,075
$
60,000 $
1,497
$
151,010 $ 20,000
$
$
405 $
73,843 $ -
$
3
157,677 16
Keep, contain costs
IMPACT
STRATEGIC IMPERATIVES
Invest and grow
PROFITABILITY
Close or give away
Water and harvest, increase impact Source: “Nonprofit Sustainability: Making Strategic Decisions for Financial Viability,” by Bell, Masaoka and Zimmerman 17
Connecting activities to mission CHAI takes a holistic approach to providing proactive, culturally competent information and referrals on mental health and wellness to the South Asian population. We work collaboratively with communities and service organizations to end stigma and increase access to mental health services.
INFORMATION & REFERRALS
COLLABORATION
Intake and referrals Data Resource
Professional presentations Professional consultations
END STIGMA & INCREASE ACCESS Community education (social media, content writing, book club, parenting project, WWG)
Translation Research Studies 18
Relative Impact of CHAI’s Activities 1. Alignment with Core Mission
2. Excellence
3. Fills an Important Gap
4. Community & Constituency Building
Relative Impact
Professional Consultation
4
4
4
4
4.00
Community Education
4
4
4
4
4.00
Professional Presentations
4
4
4
4
4.00
Content Writing
4
4
4
4
4.00
Intake and Referrals
4
3
4
4
3.75
WWG
3
4
4
4
3.75
Parenting Project
4
4
4
3
3.75
Social Media
4
3
3
4
3.50
Translation Services
4
2
4
4
3.50
Data Resource
2
4
4
2
3.00
Book Club
3
4
2
2
2.75
Research Studies
1
4
4
1
2.50 19
Special Events Event
Year
Cost
Profit
Hours
Profit/Hr
Impact
2008
$ 5651
$ 1450
40
$ 36
High
2009
$ 2200
$ 5634
40
$ 141
High
2010
$ 3083
$ 6587
40
$ 165
High
2011
?
$ 6000
40
$ 150
High
2012
$ 3356
$ 3879
40
$ 97
High
Comedy Night
2008
$ 5050
$ 6000
20
$ 300
Low
Clinical Conference
2011
$ 2305
$ 2804
10
$ 280
High
Cooking Demo
2010
$0
$ 880
15
$ 59
Medium
Austin Grill Happy Hour
2011
$ 30
$ 458
15
$ 31
Medium
Cookbook
2012
$ 280
$ 228
8
$ 29
Low
Networking Events
2012
$0
$ 378
20
$ 19
Medium
Jewelry Show
2012
$0
$ 346
30
$ 12
Low
Cookbook
2010
$ 368
$ 300
35
$9
Low
Community Outreach
2012
$ 669
$0
40
$0
Medium
Awards Gala
20
High Impact, Low Profitability: Keep, contain costs
IMPACT
High Impact, High Profitability: Invest and grow
Clinical Conference
Community Outreach
Networking
Awards Luncheon
Cooking Demo
PROFITABILITY
Happy Hour Cookbook Comedy Night Jewelry Show
Low Impact, Low Profitability: Close or give away
Low Impact, High Profitability: Water & harvest, increase impact
21