Case Study. Sam Sipes, President and CEO LUTHERAN SERVICES FLORIDA

Transcription

1 Case Study Sam Sipes, President and CEO LUTHERAN SERVICES FLORIDA

2 LSF BUDGET ($Millions)

3 Monthly Operational Income December 2007-November 2008

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5 Forces of Change All programs have a shelf life. There is a trend towards outsourcing of public sector care and management functions. Changing stakeholder value perspectives are shaping service delivery models.

6 2009 Structural Barriers to Growth Identified by Staff Difficult to share expertise between regions. Difficult to expand services into un-served areas. Difficult to establish consistent program quality and management expectations between regions.

7 2009 Barriers to Growth, Continued Lack of resources for critical activities such as new business development, grant writing, marketing, etc. Growing pains place stress on management systems. Lack of agency identity have 4 separate identities. Spread too thin Limited management capacity to grow.

8 2009 Strategic Plan BHAG LSF will double the number of people whose lives are significantly impacted reaching 65,000 people and providing $100 million in services annually by 2019.

9 2009 Strategic Plan BHAG In 2009, LSF had an annual budget of nearly $33 million and served approximately 30,000 clients. In 2014, the organization serves over 120,000 clients with a budget of nearly $150 million.

10 Strategic Themes LSF must be pragmatic in its approach to solving problems. LSF must me nimble in developing value configurations in response to opportunities and rapidly changing markets. LSF must be flexible in how it creates and delivers value. LSF must be scalable to efficiently respond to new opportunities and changing markets.

11 Strategic Themes, Continued LSF must be affordable to compete in the marketplace. LSF must be accountable and produce evidence of the organization s effectiveness. LSF must be visible to enhance the organizations reputation, promote good will in the market and attract supporters.

12 Opportunity Analysis Framework Congruence with Mission Congruence with experience/competency Confirmation of demand/needs Estimates of probability of successful implementation Resources required to pursue the opportunity Financial resources required for initiation Financial resources required until the opportunity becomes viable

13 Opportunity Framework, Continued Human resources required until program becomes viable Evaluation/estimation of marketing/outreach resources necessary for success Evaluation of potential additional resources brought by successful implementation Evaluation of risk of failure--cost of failure

14 LSF Hedgehog

15 Understanding Our Business Model Why does the organization exist? What does the organization do? How does the organization do what it does? Who is the beneficiary of the organization s work? How much and is it worth the effort?

16 LSF Business Model GUIDING PRINCIPLES Mission Values Vision Ends Design Strategy VALUE CONFIGURATION VALUE PROPOSITION MARKET Expertise Imperative to Serve Financial Engine Design Strategy ORGANIZING TO SERVE Structure Systems Personnel Alliances Alignment Strategy Community Need Public Policy Private Philanthropy Funder Requirements Competition BOTTOM LINE METRICS Costs Level of Effort Result Revenues Societal Benefit

17 New Opportunities Pipeline LSF pursued 34 new business opportunities that would generate an additional $721 million in annual revenues

18 New Opportunities Pipeline Apostles Village HUD 202 $ 1,800,000 Miami Child Welfare Lead Agency $130,000,000 Miami SAMH Authority $140,000,000 USCCB Human Trafficking Grant $ 750,000 South Florida Homeless Service ARRA Grant $ 14,000,000 Ryan White/HOPWA ARRA Expansion Grants $ 3,000,000 Hillsborough County DOL Employment Grant $ 4,000,000 Belle Glade Head Start Expansion Grant $ 840,000 Geriatric Care Management??? Intentional Village Development??? SW SAMH Authority $138,000,000 Hillsborough County Early Head Start $ 1,400,000 Palm Beach County Child welfare CM $ 3,800,000 Statewide Juvenile Offender Program $ 1,100,000 Pinellas County Poverty Grant $ 1,900,000 Palm Beach County Community Hubs $ 1,100,000 Statewide Disaster Case Management??? SW Disaster Crisis Counseling??? Gulf Oil Spill Relief $ 250,000 LSS-Tallahassee Merger $ 1,250,000 Heartland Region Child Welfare CM $ 2,600,000 Refugee Student Enrichment $ 2,000,000 Pinellas County Child Welfare CM $ 4,200,000 Hillsborough County Child Welfare CM $ 3,100,000 Orlando Refugee Services Lead Agency $ 2,400,000 Okaloosa County Head Start $ 4,000,000 NE SAMH Authority $ 92,000,000 Pinellas County Charter School $ 3,000,000 Statewide Refugee Lead Agency $ 83,000,000 NW SAMH Authority $ 42,000,000 Pinellas County Head Start $ 16,000,000 Belle Glade Charter School $ 3,000,000 Ft Pierce Child Welfare Lead Agency $ 18,000,000 Hillsborough County Charter School $ 3,000,000

19 New Opportunities Pipeline LSF was successful with 9 of the 34 and increased annual revenues by $118 million.

20 New Opportunities Pipeline Apostles Village HUD 202 $ 1,800,000 Miami Child Welfare Lead Agency $130,000,000 Miami SAMH Authority $140,000,000 USCCB Human Trafficking Grant $ 750,000 South Florida Homeless Service ARRA Grant $ 14,000,000 Ryan White/HOPWA ARRA Expansion Grants $ 3,000,000 Hillsborough County DOL Employment Grant $ 4,000,000 Belle Glade Head Start Expansion Grant $ 840,000 Geriatric Care Management??? Intentional Village Development??? SW SAMH Authority $138,000,000 Hillsborough County Early Head Start $ 1,400,000 Palm Beach County Child welfare CM $ 3,800,000 Statewide Juvenile Offender Program $ 1,100,000 Pinellas County Poverty Grant $ 1,900,000 Palm Beach County Community Hubs $ 1,100,000 Statewide Disaster Case Management??? SW Disaster Crisis Counseling??? Gulf Oil Spill Relief $ 250,000 LSS-Tallahassee Merger $ 1,250,000 Heartland Region Child Welfare CM $ 2,600,000 Refugee Student Enrichment $ 2,000,000 Pinellas County Child Welfare CM $ 4,200,000 Hillsborough County Child Welfare CM $ 3,100,000 Orlando Refugee Services Lead Agency $ 2,400,000 Okaloosa County Head Start $ 4,000,000 NE SAMH Authority $ 92,000,000 Pinellas County Charter School $ 3,000,000 Statewide Refugee Lead Agency $ 83,000,000 NW SAMH Authority $ 42,000,000 Pinellas County Head Start $ 16,000,000 Belle Glade Charter School $ 3,000,000 Ft Pierce Child Welfare Lead Agency $ 18,000,000 Hillsborough County Charter School $ 3,000,000

21 New Opportunities Pipeline USCCB Human Trafficking Grant $ 750,000 Statewide Disaster Case Management??? SW Disaster Crisis Counseling??? Gulf Oil Spill Relief $ 250,000 Refugee Student Enrichment $ 2,000,000 Pinellas County Child Welfare CM $ 4,200,000 NE SAMH Authority $ 92,000,000 Pinellas County Head Start $ 16,000,000 Belle Glade Charter School $ 3,000,000

22 New Opportunities Pipeline USCCB Human Trafficking Grant $ 750, Statewide Disaster Case Management??? SW Disaster Crisis Counseling??? Gulf Oil Spill Relief $ 250,000 Refugee Student Enrichment $ 2,000, Pinellas County Child Welfare CM $ 4,200, NE SAMH Authority $ 92,000, Pinellas County Head Start $ 16,000,000 Belle Glade Charter School $ 3,000,000

23 New Opportunities Pipeline Palm Beach County Head Start $ 28,000,000 Duval County Head Start $ 18,000,000 Private Pay Immigration Legal Svc??? Child Welfare Medicaid MH Carve Out??? FEMA Level 1 Disaster CM??? Guardianship for NF and ALF residents???

24 Vision For the Future LSF is inspired by faith and inspires others. LSF is a nationally recognized leader. LSF is an innovator. LSF is competent, effective and data driven. LSF is responsive to changing community needs. LSF is transformational.

25 LSF Business Model GUIDING PRINCIPLES Mission Values Vision Ends Design Strategy VALUE CONFIGURATION VALUE PROPOSITION MARKET Expertise Imperative to Serve Financial Engine Design Strategy ORGANIZING TO SERVE Structure Systems Personnel Alliances Alignment Strategy Community Need Public Policy Private Philanthropy Funder Requirements Competition BOTTOM LINE METRICS Costs Level of Effort Result Revenues Societal Benefit

26 Results Frontiers