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STRATEGIC PLAN

KDSCL Board Strategic PATH: April 7, 2009 and May 11, 2009
In attendance: Gail Meier: President
Denis Gates, Chuck Hopkins, Rick Pushor, Jim Greenlay (not in attendance May 11, 2009), Arnold Soloway, David Paynter and Kelly Tompkins and Richard Pringle (not in attendance April 7, 2009)
Staff: Charisse Daley - Executive Director

1. DREAM: Ideally what the society looks like in 3 to 5 years. Maybe unrealistic and not possible however reach for the stars. What does the ultimate KDSCL look like?

- Increase “clients” to participate in the community
- All activities happening in community in natural settings
- Dance Hall
- Participating in “Lets Dance Kelowna”
- A building with just an activity room and offices
- Residential building with independent living and affordable rental units
- Supported network to help people
- Everybody employed with community employers
- Activity room with pinball machine and movies
- Ventures that provide quality of life
- Full integration “let’s go golfing”
- Clubhouse style for people to hangout
- Big Screen TV
- Home share providers regulated

2. GOALS: Positive and Possible. Derived from the dreams. Describe the changes that have resulted as if they are real. What was accomplished?

April 2011

1. Hired a fundraiser (for a 6 month period) that raised enough dollars for a building.
2. Constructed affordable residential units at 555 Fuller Avenue.
3. Travel Club operating.
4. 80% of activity service activities occurring in community.
5. KDSCL administering the Home Share Contracts for Kelowna.
6. KDI Wood Shop is operational in the current building.
7. Larry’s Cycle and Sports is operating as a viable service. Individuals with disabilities are requesting and accessing the service.
8. Richter Street property replacement in progress.
9. Board received monthly ICO reports outlining how many employment opportunities were provided, how many potential employers were contacted and how many jobs were secured.
10. Non-paid supported networks assisting people.
11. 6 volunteers accompanying 6 individuals to community activities.
12. Kelowna self-advocates completed a PATH.

 

3. NOW: Where KDSCL is now and what we look like.

- Accredited- Stable leadership team
- Limited service and meeting space
- Building is old
- Individuals participating in segregated and integrated services
- Employment opportunities provided through the discovery process
- Large activity service
- Individuals socializing with mostly paid people or family
- Demand for activity services
- Limited fundraising occurring
- 5 IF contracts
- 1 Home share contract
- Financially stable

4. PEOPLE to ENROLL: Who needs to be involved in order to ensure success and who needs to help?
- Leslie, Mark, Susan, Miki, all staff and the board of directors, realtor, bank, service recipients, volunteers, families, BC Housing

5. STRENGTHS: What is needed to ensure we are strong, get strong and to maintain our strength? Any skills that need developing, knowledge required, relationships maintained or developed. Blocks or barriers.
- Fundraising skills
- Money to proceed
- Time

6. FIRST STEPS: Charting actions. Derived from the GOALS. Identify the first step required in order to achieve the goals. Move from thinking to action. Requires commitment.
Goal 1: Hire a fundraiser (for a 6 month period) to raise enough dollars for a building. 1.Second staff from current position. 2. Develop fundraising action plan. Charisse by June 30, 2009.
Goal 2: Constructed affordable residential units at 555 Fuller Avenue. 1. Discuss building options with BC Housing. Charisse by June 5, 2009.
Goal 3: Travel Club operating. 1. Adhere to policy and procedures. Charisse, on going.
Goal 4: 80% of activity service activities occurring in community. 1. Determine which activities can be to locate to community. Charisse, Leslie and Susan by June 12, 2009.
Goal 5: KDSCL administering the Home Share Contracts for Kelowna. 1. Complete RFQ submission. Charisse by the submission date (yet to be determined).
Goal 6: KDI Wood Shop is operational in the current building 1. Prior to construction determine wood shop service needs.
Goal 7: Larry’s Cycle and Sports is operating as a viable service. Individuals with disabilities are requesting and accessing the service. 1. Regularly monitor sales, assess profit and loss adjust expenses are required. Rhonda and Charisse daily and monthly.
Goal 8: Richter Street property replacement in progress. 1. Determine new property need requirements. Charisse and Mark by October 1, 2009.
Goal 9: Board receives monthly ICO reports outlining how many employment opportunities were provided, how many potential employers were contacted and how many jobs were secured. 1. Instruct Mark to include with his monthly board report. Charisse by May 31, 2009.
Goal 10: Non-paid supported networks developed assisting people. 1. Determine how support networks will be developed, complete plan of action and implement. Charisse and leadership team by September 18, 2009.
Goal 11: 6 volunteers accompanying 6 individuals to community activities. 1. Identify the 6 individuals who volunteers will be recruited for based on those most in need. Charisse, Susan, Leslie and Miki by October 1, 2009.
Goal 12: Kelowna self-advocates completed a PATH. 1. Request that Mark discuss completing with the group. Charisse by May 15, 2009.

KDSCL Board of Directors: Strategic Planning Meeting Highlights November 3, 2008

Present: Gail Meier, Denis Gates, Richard Pringle, Arnold Soloway, Kelly Tompkins, Chuck Hopkins and Charisse Daley.
Facilitator: Hugh Culver, Marathon Communications
Regrets: Rick Pushor, Jim Greenlay and David Paynter.


Reviewed results of the on-line survey completed by seven Directors In the week of Oct. 26th. Some key findings were:

1. The most important topics to be discussed by the Directors are:
• Fund raising
• Building replacement
• Review of service areas

2. Director’s view that the building project was “stalled”.

3. The current Vision, Mission and Mandate statements were all rated as “fair to good”. The board of directors agreed that the statements reflect the current vision, mission and mandate of the organization.


Actions

1. Define KDSCL in terms of (highlighting Business Services, Activity Services and ICO will simplify the message and make it more memorable) by mid December:
• History and importance of KDSCL to local area
• Local demands for these services
• Benefits to clients, families and local community of these services
• Explain how the integrated services provide a unique benefit to the Kelowna area


2. Define the building project by mid December in terms of:
• Time line and major development milestones. Conservative financial cost projections and revenue projections
• Services that will be offered and affordable housing opportunities


3. Collect stories and testimonials from clients, parents, employers.


4. Capture upcoming events on video and shots of operations. This footage can be used on the Internet and in a future promotional CD. Contact CHBC.


5. Create a new, updated web presence that makes the building campaign the main focus. Provide supporting information (from list above) that can be accessed on the web by the end of November.


6. Organize a tour and Q&A session for all Directors for the next board meeting.


7. Create a definition of your marketing “Position”.


8. Consider campaigns to “package” the fund raising.


Other actions that were agreed to:

1. Hugh Culver will contact people he knows that may know of fund raisers that are interested in this project mid November.

2. Two individuals identified to contact re: chairing fund raising committee.

3. Charisse will work with Bob Turik to get a time line for the full construction project by mid December.

4. A display will be created at Fuller Street with the picture of the new development by mid December.

5. Charisse will have the www.kdscl.bc.ca site updated by the end of November.

6. Hugh will review current project outline and give feedback to Charisse by the end of November.

7. Charisse to start granting applications in early December.