Children's Case Management Organization, Inc.

1. To create a coordinated and consistent strategy around communicating the organization's message to the community while building relationships and partnerships to advance the mission.

2. To keep Families First of Palm Beach County alive and relevant while allowing the board, staff, and community to fulfill the mission of the Agency.

3. To implement processes and expansion of opportunities to meet the needs of the agency, programs, and client needs.

4. To maintain all local and national accreditations.

I. MARKETING AND PR

KEY ACTION STEPS
1) Create a mission elevator speech for board, staff, and interns
2) Create a comprehensive and professional marketing strategic plan
3) Design a social media program that allows for enhancement of community engagement
4) Measure the algorithms of engagement on a quarterly basis and year over year

II. FINANCIAL SUSTAINABILITY

KEY ACTION STEPS
1) Nonprofit/corporate partnership
A. Research new businesses that have come to Palm Beach County with likeminded missions.
B. Reach out to key employee of the business that oversees corporate partnerships.
C. Make presentations regarding the agency which includes case for support and benefits of both parties to corporations.
D. Prepare follow up materials as necessary.
E. Result will be a minimum of six new corporate partnerships each year.
2) Legacy/planned giving/endowment
A. Expand the legacy committee by a minimum of three members.
B. Hire another development professional for planned giving, legacy gifts, endowment and major gifts.
C. Attend 90% of the planned giving estate council meetings.
D. Identify prospects from existing data base.
E. Infuse planned giving language into existing messaging.
F. Utilize board members as connectors to community stakeholders.
G. Create a legacy society with special benefits for member s who indicate a bequest or planned gift.
H. Ask for blended gifts such as part annual support, part special project or campaign, and part planned gift for endowment.
I. Hold a minimum of two planned giving events each year with potential donors and planned giving ambassadors.
J. Target to receive a minimum of two planned gifts each year.
K. Target: an increase of revenue in planned gifts of $500,000 over two years.
3) Grants
A. Secure three new foundation grants for the organization each year
B. Target is to increase grant funding by 5% each year.

III. PROGRAMMATIC DEVELOPMENT

KEY ACTION STEPS
1) HEALTHY FAMILIES
A. T o determine need to increase part time assessment specialist to full time
B. To seek funding for one full time creole speaking family specialist
2) TOPWA
A. Expand use of electronic records
B. Increase competency and master ability to provide rapid testing
3) BRIDGES TO SUCCESS
A. Develop enhancement to program to secure therapeutic services for children and adults in the program.
4) INFANT MENTAL HEALTH
A. Secure funding for a creole speaking licensed therapist
B. Increase Medicaid resources and expand insurance panels
5) BEHAVIORAL HEALTH SERVICES
A. Increase Medicaid resources and expand insurance panels
B. Conduct community assessment of salary for registered interns and licensed clinicians with respect to retention of staff
C. Assessment and implementation of evidence-based training for therapists.

IV. ACCREDITATION MAINTENANCE

KEY ACTION STEPS
1) To achieve COA national accreditation for the fourth time including IMH for the first time.
2) Achieve Child First, Healthy Families, and Nonprofits First reaccreditations.

1. The agency has an involved and engaged Board of Directors for the operations of the organization and a Foundation Board with 14 members engaged in fundraising and investment opportunities. The agency has created an endowment for the organization.

2. The agency also has a talented Executive Leadership Team that continually works on program planning and future implementation of programs to meet gaps in services. Children's Behavioral Health Services began in October 2014, expanding to the Communities in Schools in 2016, adding two additional therapists in 2018, implemented services for youth served by the Division of Juvenile Justice in 2022, and providing services in collaboration with the Edna Runner Tutorial Center in 2023. This program also expanded to services in partnership with the School District, signing another five-year contract in 2023. Child First was implemented in April 2015. Infant Mental Health Clinician for birth to five and work with Healthy Beginnings Counseling in 2020, expanding to Head Start in 2022.

3. The Middle Management provides strong supervisory support to the staff to ensure quality programming.

4. As an accredited agency through the Council on Accreditation, Families First utilizes a performance quality improvement review of all operations and programs quarterly and makes changes as necessary to ensure the agency is maintaining its high performance.

5. The agency has strong leadership and maintains excellent fiscal oversight that has been documented in monitoring reports and accreditations.

6. The agency achieved three national accreditations in 2020, (Child First, COA, and Healthy Families). The agency was reaccredited in the COA, reaccredited in Healthy Families America, and accredited nationally for the first time in Child First. The agency was reaccredited in COA in 2024.

7. The agency successfully implemented telehealth services with all programs in 2020 to ensure services continued during the pandemic and now has a hybrid system of care, providing services in homes, schools, communities, and through telehealth.

Accomplishments:

1. The agency has approved the composition and recruitment of board member's plan.

2. The agency has completed the board governance evaluation.

3. Families First Healthy Families Palm Beach Program was fully Reaccredited through Healthy Families America and has completed reaccreditation in 2020.

4. Training schedule and plan was implemented with various trainings held at all staff meetings. Shared leadership analysis, recommendations, and consultations have taken place. A training survey was completed by all staff. The agency approaches the work and service with a racial equity lens. Staff members are being sent to the Racial Equity Institute. The agency sent therapists to evidence-based training such as EMDR, Child Parent Psychotherapy, Restorative Justice, Sand Tray and Play Therapy, and trauma-informed care.

5. The Operations Manual and Employee Handbook was updated.

6. Fund EZ 10 Project was completed and fully implemented in October 2014.

7. The agency-wide database was implemented in 2023.

8. Staff are involved in the monthly newsletter. The communication for staff is disseminated via inner circle, emails, faxes, and through supervisory individual and group meetings.

9. Have implemented a newsletter to community stakeholders 2 times a year.

10. Increased agency presence on Facebook, Twitter, You Tube Videos, and redesigned website which was implemented 1/1/2020.

11. The agency has established an endowment at the Community Foundation for Palm Beach and Martin Counties and an Investment Account through Merrill Lynch.

12. Established a Legacy Giving Committee and developed materials to disseminate. In 2023, the agency updated the website with additional legacy giving talking points.

13. Was expedited through the Council on Accreditation for reaccreditation in December 2015 and had our site visit from COA for the reaccreditation in December 2019. Was reaccredited in March 2020, and expedited again in 2024 for reaccreditation.

14. Consultant assisted the agency with Medicaid applications and credentialing all our therapists in 2023 and ongoing.

15. Continue to receive the highest scores and outcomes of the Child First programs compared to national and Florida.

16. Expanded behavioral health services and have therapists providing services in several schools around the County and also added services with the Division of Juvenile Justice.

17. Added a new Program Chair for Legacy to assist the Development Team with meeting the strategic plan objectives in 2024.

Other items left to be accomplished:

1. Set up a major gift campaign.

2. Research foundations from gated communities that would be a match for Families First programs. So far receiving monetary support from four foundations.

3. Expand legacy giving efforts.

4. Research other grant funding opportunities through Foundations.

5. Developing additional corporate partnerships.