Carobell, Inc.

Strategic Plan
(September 2014)

 

Overview:

Mission: Carobell, Inc. is dedicated to empowering individuals to reach their fullest potential.

Vision: To continue to develop professional services and quality supports that focus on empowering independence and personal dignity.

Carobell, Inc.'s Strategic Plan was created to provide the organization a guide to continuous improvement as we strive toward the completion of our mission and vision. We recognize that this accomplishment cannot be achieved with the completion of a single goal. Rather, the focus on taking advantage of strengths and opportunities while addressing weaknesses and threats in the following areas are needed to move towards the overall fulfillment of the mission and vision:

A. Expectations of Persons Served and other Stakeholders
B. The Competitive Environment
C. Financial Opportunities/Threat
D. Organizational Capability
E. Service Area Needs
F. Service Area Demographics
G. Relationships with external stakeholders
H. Regulatory Environment
I. Legislative Environment
J. Programs

A. Expectations of Persons Served and other Stakeholders
The accomplishment of our mission and/or vision cannot be achieved without considering the needs of the individuals we serve as well as the stakeholders who help us meet the needs of these individuals (staff members, parents, and internal/external stakeholders).

Goal:
A.1 Performance Analysis: We will
conduct an annual Performance Analysis of all operational areas of Carobell (human resources, finance, operations, programming) with the intent to evaluate and determine direction of service delivery through utilization of input from Carobell, Inc. stakeholders, data gathering and analysis, and regulatory/legal requirements. The Director of Human Resources in collaboration with the Administrative Team is responsible for the ongoing development, implementation, and monitoring of the Performance Analysis.

B. The Competitive Environment
We strive to offer services that best meet the needs of the community we serve. It is vital to recognize our scope of service and to evaluate our services based on the competitive environment.

Goal:
B.1 Competitive Analysis: We will conduct a competitive analysis as part of our ongoing analysis with the intent to evaluate and determine direction of service delivery through recognition of potential impacts to our scope of service.

Goal:
B.2. Expand Community Services: Identify areas of possible expansion in community services.

Goal:
B.3. Residential Living Supports: Research possible expansion of Residential Supports.

C. Financial Opportunities/Threats
Although our strong Current Asset to Current Liabilities ratio and low Debt to Equity ratio allows us to withstand periodic state budget crises, it is imperative that we continue to monitor current and projected financial positions, set financial goals and priorities for the organization, and share projections with persons served and other stakeholders as appropriate.

Goal:
C.1 Financial Planning: We will conduct annual financial planning based on current and projected financial positions for the purpose of establishing financial goals and priorities. It is the responsibility of the Director of Finance to develop Carobell, Inc. financial planning activities upon instruction from the CEO and the Board of Directors.

Goal:
C.2 Information Technology (IT): Prioritize allocation of funds to support IT investments.

D. Organizational Capability
We must ensure that we are capable of providing enhanced support to the needs of the individuals we serve as well as other stakeholders through development/implementation of specialized plans.

D.1 Risk Management: We will implement/revise Carobell, Inc. Risk Management functions on an annual or as needed basis with a goal to create an awareness of possible risks that could be potentially harmful to individuals, staff, families, guardians and the organization as a whole. It is essential that the Risk Management functions be integrated with the Performance Improvement functions, which will be the primary responsibility of the Performance Improvement Committee.

Goal:
D.2 Performance Improvement (PI): We will implement/revise Carobell, Inc. PI planning on an annual or as needed basis to ensure quality care and services to our individuals.

Performance Improvement is a component of and is governed by the Carobell, Inc. Performance Improvement Plan. The responsibility of the PI Committee is to ensure that services provided are of the highest quality and effectiveness and to provide a means for identifying problems and recommendations for their resolution with goals set forth in the PI Plan.

Goal:
D.3 Emergency / Catastrophic Event: We will implement/revise Carobell, Inc. Emergency/Catastrophic planning on an annual or as needed basis to protect the individuals we serve and staff from physical and psychological harm as immediately and effectively as possible, in the event of natural or man-made emergency/disaster. It is the responsibility of the Director of Operations to ensure Carobell’s emergency readiness.

Goal:
D.4 Cultural Competency: We will
implement/revise Cultural Competency planning on an annual or as needed basis to ensure that Cultural Competence is an integral part of developing a system of care. It is the responsibility of the Director of Programming to monitor implementation of Carobell’s Cultural Competency Plan.

Goal:
D.5. Accessibility: We will
implement/revise accessibility planning on an annual or as needed basis so that all people should have access to services, programs, and activities in which they have an interest. It is the responsibility of the Accessibility Committee to monitor implementation of Carobell’s Accessibility Plan.

Goal:
D.6 Employee Safety: We will
implement/revise safety planning on an annual or as needed basis to communicate Carobell’s ongoing commitment to provide a safe working environment. It is the responsibility of the Safety Committee for the overall management and monitoring of the safe work practices and rules.

Goal:
D.7 Health Insurance Portability and Accountability Act of 1996 (HIPAA): We will
implement HIPPA planning to ensure privacy of the individuals we serve. It is the responsibility of the Compliance Officer and the Operation Director to ensure HIPAA compliance.

Goal:
D.8 Infection Control: We will
implement/monitor Infections Control planning to ensure best practice for prevention and control of infectious diseases. It is the responsibility of the Infection Control Committee to prevent the spread of communicable diseases and ensure a healthy and sanitary environment.

Goal:
D.9 Exposure Control: We will
implement/monitor Exposure Control planning to promote safe work practices in an effort to minimize the incidence of illness and injury experienced by employees. To assure effective implementation of our Exposure Control Plan four categories of responsibilities will be utilized: 1) Exposure Control Committee; 2) Department Heads and House Managers; 3) Educational and Training; and 4) Employees.

Goal:
D.10 Hazardous Material: We will
implement/monitor Hazardous Material planning to ensure compliance with North Carolina Occupational and Safety and Health Standards on Hazard Communication. It is the responsibility of the Director of Operations to ensure compliance to Carobell’s Hazardous Material Plan.

E. Service Area Needs
We strive to offer services that best meet the needs of our surrounding community. It is prudent to recognize community service gaps and to assess our ability to assist with bridging such gaps.

Goal:
E.1. Service Needs Assessment: We will
conduct an annual service needs assessment with the intent to identify community service gaps for the population served and to determine if we can assist with bridging the gap. It is the responsibility of the Director of Programming to develop the service needs assessment.

F. Service Area Demographics
It is important to know demographics of the surrounding area and to ensure that Carobell, Inc. is equipped to meet any specialized needs associated with a particular demographic.

Goal:
F.1. Demographics Assessment: We will
conduct a demographics assessment comparing the population we serve with the service area target population to identify potential barriers from the provision of services as appropriate to meet the needs of the community. It is the responsibility of the Director of Human Resources to develop the demographics assessment.

G. Relationships with External Stakeholders
Carobell, Inc. recognizes the importance of establishing relationships with outside entities for the overall success of the individuals we serve. We will strive to enhance existing relationships and develop new relationships based on the needs of the organization.

Goal:
G.1. Partnerships
:
Develop cooperative Partnerships.

H. Regulatory Environment
Carobell, Inc. recognizes the importance of awareness to regulatory change and conformance with all governing authority regulations and the importance of working with governmental authorities to develop the best scope of services for the individuals.

Goal:
H. 1. Regulatory Change: We will
continuously monitor communications from governing authorities in regards to regulation changes and provide feedback as requested. It is the responsibility of the Director of Finance to monitor governing authority communications and notify department heads of impending issues.

Goal:
H.2. CARF Accreditation: We will
ensure compliance with CARF Accreditation Standards. It is the responsibility of the Director of Programming to ensure Carobell, Inc. adherence to CARF standards and uphold our 3 year accreditation status.

I. Legislative Environment
Carobell, Inc. recognizes the importance of awareness to Legislative concerns as they apply to the needs of the individuals we serve and to the needs of the organization. Carobell, Inc. will advocate on behalf of the individuals we serve and stakeholders as appropriate.

Goal:
I. 1. Legislative Proceedings: We will
continuously monitor legislative proceedings in regards to changes in law and provide feedback as requested. It is the responsibility of the Administrative Directors to monitor legislative proceedings in their areas of expertise and notify department heads of impending issues.

J. Programs
Through our various programs, we strive to empower the individual to reach his/her fullest potential. It is vital to recognize the strength, weakness, opportunity, and threat (SWOT) of each program and to evaluate the gain/loss of services based on the program structure.

Goal:
J.1 SWOT Program Assessment: We will
conduct an annual SWOT Program Assessment with the intent to evaluate and determine programmatic direction through recognition of potential impacts to our service delivery. It is the responsibility of the Programming Director to develop the SWOT Program Assessment.