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									                                                                                                                                                    FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
 LOS            Achievements                                                                                               does this achievement correlate?
Adoption        Qtr 1
                  2 infant open adoption placements from the newly opened Republic of Marshall Islands Program           Strategic growth/revenue
                  (RMI)
                  12 Waiting Children homestudies completed (representing 33% of the targeted program within the         Strategic growth/revenue
                  first quarter)

                  Promotion of Allie Schmidt, 12 year tenured Adoption employee, over Birth Parent services Program      Personnel Development
                  (as program manager), replacing previous Adoption Director

                  100 attendees at Colombian Site visit of Ayudame, prompting participants to solidfy Colombian          Strategic growth
                  program selection

                  35 Attendees at "Ambiguous Loss" seminar through Post Adoption program                                 Strategic growth

                  Solidified video-conferencing vendor for Q2 launch for statewide video-conferencing strategy           Process Improvement/Cost savings

                  November feature article in Mpls/St Paul magazine on intercountry adoption                             Marketing/branding

                Qtr 2
                 Successful completion of agreement to partner with Republic of Marshall Islands; opening up infant      Revenue growth
                 open adoption to up to 25 families

                  Largest Pre-Adoption training for Internationl and IOA adoptive families, 30 families in attendance.   Program growth

                  Phase 1 of internet website overhaul loading updated content and new look/design                       Technology advancement

                  Developed database for waiting IOA families who will expand their referral networks                    Client services

                  Phase 1 of Soltrite web video solutions completed; allowing for on-line HIPAA compliant staff          Technology advancement
                  meetings , trainings and consultation

                  Over 100+ attendees at Maria Clemenia's site visit from Ayudame Children's Home.                       Program growth

                Qtr 3
                 Successful completion of agreement to partner with Republic of Marshall Islands; opening up infant      Revenue growth
                 open adoption to up to 25 families

                  Largest Pre-Adoption training for Internationl and IOA adoptive families, 30 families in attendance.   Program growth


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                                                                                                                                                    FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS           Achievements                                                                                                does this achievement correlate?
Adoption         Phase 1 of internet website overhaul loading updated content and new look/design                         Technology advancement
(cont.)
                  Developed database for waiting IOA families who will expand their referral networks                     Client services

                  Phase 1 of Soltrite web video solutions completed; allowing for on-line HIPAA compliant staff           Technology advancement
                  meetings , trainings and consultation

                  Over 100+ attendees at Maria Clemenia's site visit from Ayudame Children's Home.                        Program growth

                  After, successful completion of agreement to partner with Republic of Marshall Islands; 40 families     Revenue growth
                  registered for RMI

                  Reaccreditation with COA!!                                                                              Program quality

                  Near completion of revamped internet website with new look/design and market and branding               Technology advancement
                  strategies

                  Largest number of Colombian

                  Waiting Childrens program well exceeded expectations for placements (15) and finalizations (9)!         Program growth

                  Increased contacts by outside agencies seeking LSS Infant Families for their birth parent situations.   Marketing/branding
                  We were contacted on 4 separate occasions during Q3, two of which ultimately led to matches for
                  LSS families.

                  Partnership with CHSFS as they move away from offering Pregnancy/Birth Parent Services, increasing      Program growth
                  number of clients seeking services through LSS.

                  Enhanced online profiles of adoptive families as part of new web site initiative, resulting in four     Program growth
                  additional matches.

                Qtr 4
                 Exceeded registration numbers across all programs. 85 new family registerations received in Q4           Revenue growth
                 (projected = 54) to end the year with 305 total new registrations (FY projected = 216)

                  Termination of federally funded IAATP training due to limited reimbursement and marekting ability.      Marketing/branding
                  Devleoped inhouse inservice trianing to better promote LSS services and further build reputation for
                  expertise.



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                                                                                                                                                       FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                            With what part of your One Year Plan
  LOS           Achievements                                                                                                  does this achievement correlate?
Adoption         Software initiative within Pregnancy/Birth Parent services to better track networking efforts and          Technology advancement
(cont.)          create a streamlined and effective marketing approach.

                  Intercountry staff attended annual conference in Colombia and solidified relationship with oldest         Program Growth
                  orphanage in Colombia (Casa de la Madre y el Niño) as a new partner to LSS. First family dossier has
                  been submitted to orphanage and a strong partnership is anticipated.

                  Intercountry staff and VP of Family Services traveled to Burundi for and LSS of MN was granted NGO        Program Growth
                  licensing status. Anticipate ability to submit dossiers end of October/Beginning of November
                  provided final appoval is granted.

                  Intercountry adoption exceeded all KPI projections and ended fiscal year in the black for first time in   Revenue Growth
                  several years.

                  Hired Program Director for Adoption Services to allow for stronger focus on fulfilling strategic goals,   Program Growth
                  increasing clients services, program development, and staff development.

                  Partnership planning with outside organizations and lines of service within LSS to offer broader          Program Growth
                  range of education opportunities to families post adoption.

                  Launch of new web site to include enhanced family profiles, allowing families in the Waiting Children     Program growth/Technology
                  and Infant programs better opportunity to connect with county workers and birth parents,                  Advancement
                  respectively. Continue to see expectant parents seeking services becasue of viewing families on web
                  site. Approximately 12 in 2011.

Advancement Qtr 1
                  Over $2.8 million in grants were awarded with an 81.8% success rate.                                      Expand the total revenue generated
                                                                                                                            for LSS by integrating development
                  Fundraising for Metro Homeless Youth from grants, congregations, and individuals produced                 strategies with the advocacy, volunteer
                  $143,261 for 26% of this year's goal.                                                                     and communications resources of
                                                                                                                            Advancement, the expertise of service
                  Undesignated individual gifts were up 9.4% over (a robust!) FY 10 to $521,000. Total undesignated         staff, and the relationships of LSS
                  giving was up 3.4% to $797,340.                                                                           leaders, to assure consistent and
                                                                                                                            effective cultivation of grantors and
                  5,845 gifts were processed in Advancement during the first quarter.                                       donors and achieve the hightest level
                                                                                                                            of results.




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                                    3 of 51   11/10/11
                                                                                                                                                      FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS       Achievements                                                                                                      does this achievement correlate?
Advancement  Advocacy assisted Nancy Beers to secure $175,000 for Disaster Relief in southern Minnesota from               Source LSS leadership and key staff to
(cont.)      the Minnesota Housing Finance Agency.                                                                         enhance relationships with state and
                                                                                                                           federal government to advance newe
                                                                                                                           policy, advocacy and service-delivery
                                                                                                                           initiatives as well as direct funding.

                  Advancement supported the executive team in preparation of the Redesign proposal "My Life, My
                  Choices," and worked closely with the disabilities team to develop the TPT documentary "Institutions
                  to Independence" which aired January 23.

                  LSS employees and constituents were encouraged to engage through the elections process.
                  Advocacy helped by supporting Sr Nutrition sites to host candidates at their sites, and by providing
                  educational materials and supporting individuals in PSS locations to assist individuals who wished to
                  vote.

                  Hired a part-time Volunteer Services Capacity Builder to strengthen coordination between volunteers      Maximize Volunteer involvement and
                  and services.                                                                                            Capacity

                  LSS launched its e-newsletter. This new monthly electronic publication was received by 4,862             Reinvigorate Branding and Marketing
                  individuals in its first edition in October and had a subscriber base of 5,545 by its third edition in   to Achieve Visibility and Growth
                  December.

                  LSS Foundation Trustees adopted four board outcomes to increase planned gifts and Norelius               Work with LSS Foundation Trustees to
                  Society members, including 1) 100% trustee participation in annual and planned gifts for LSS; and        Increase Norelius Society membership
                  2) presenting planned giving seminars in congregations.                                                  by 20% and create pathway to an
                                                                                                                           endowment campaign to commence
                                                                                                                           during 2011. Prepare development
                                                                                                                           campaign analysis to guide planning
                                                                                                                           and opportunity for endowment
                                                                                                                           campaign.

                  75 people attended successful Ambassadors gathering at Rochester Country Club December.                  Build "We Are LSS" Congregational
                                                                                                                           Relationship Program.




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                                  4 of 51    11/10/11
                                                                                                                                                      FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS       Achievements                                                                                                     does this achievement correlate?
            Quarter 2
Advancement  $100,000 raised from current and former LSS board members, committees, and cabinet to launch                  Expand (or sustain) total revenue
(cont.)      Mark A. Peterson Leadership Challenge Fund.                                                                   generated for LSS by integrating
                                                                                                                           development strategies with the
                  Grants team restructured and expanded with consultants into more agile and accessible team to            advocacy, volunteer, and
                  support services. During 2nd Quarter, $2.7 million in proposals submitted with decisions pending,        communications resources of
                  and $244,200 in grants awarded. Over $2 million in grant proposals underway for 3rd quarter              Advancement, the expertise of service
                  submission.                                                                                              staff, and the relationships of LSS
                                                                                                                           leaders, to assure consistent and
                  Congregational Ambassador teams in Rochester, Mankato, Metro and Duluth cultivated with local            effective cultivation of grantors and
                  events and outreach from Foundation Trustees. Honored those already serving functions of                 donors and achieve the highest level
                  ambassadors (ie LSSA members) by designating them as ambassadors.                                        of results.
                  Volunteers: Communications plan implemented to enhance volunteer service visibility; monthly
                  calls established with volunteer services network to share best practices and build LSS-wide capacity;
                  Volunteers Counts database being reinvented.

                  Advocacy: Launched bi-weekly Advocacy Update phone calls for all LSS staff. Supported Days at
                  Capitol for LSS constituencies. Engaged PSS Supervisors and individuals for visits at capitol and
                  visits by legislators to homes. Engaged 1,400 Older Adults who use senior nutrition, caregiver
                  respite, and senior corps services to send postcards to legislators.

                  Received extensive input from LSS organizational and service leaders regarding CRM opportunities,        Organize and implement an LSS
                  needs, and envisioned outcomes. Creation of business plan underway in conjunction with IT for            Constituent Relations Management
                  presentation to Cabinet at end of May.                                                                   System (CRM) to maximize supporter
                                                                                                                           engagement goals across the
                                                                                                                           organization.
                  New Annual Report communications strategy: Print, online, and subsequent donor recognition.              Create and execute an integrated
                                                                                                                           strategic communications plan to
                  Incorporate Mark Peterson's retirement in communications and messaging (March Board video, print
                                                                                                                           improve the capacity of leadership,
                  materials, media features).
                                                                                                                           staff, and supporters to engage our
                  Focus on My Life, My Choices and Mark Peterson's leadership in highlighting and advancing                most critical audiences, coordinate
                  commitment of LSS to people with developmental disabilities (Star Tribune articles, Minnesota            messaging, and leverage channels
                  Journal, appearance on TPT's Almanac, release of Institutions to Independence TPT Video,                 from events to publications from
                  development and distribution of study guide and DVD to 1200 Minnesota congregations, advocacy e-         direct mail to social media.
                  alerts, etc.).



a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                                  5 of 51    11/10/11
                                                                                                                                                      FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS       Achievements                                                                                                    does this achievement correlate?
Advancement  Monthly E-newsletter launched. Electronic publication received by 4,862 individuals in its first
(cont.)      edition in October and has a subscriber base of 5,600 in April.

                  My Life, My Choices: Conducted over 120 legislative visits in support of MLMC, may with new             Source LSS leadership and key staff to
                  legislators. Conducted/arranged multiple visits with DHS, governor's office, disability coalition       enhance relationships with state and
                  groups, counties and other interested parties. Helped develop and move three bills supporting           federal government to advance new
                  MLMC. All bills are "alive" and pending.                                                                policy, advocacy and service-delivery
                                                                                                                          initiatives as well as direct funding.
                  Veterans C.O.R.E.: $300,000 transferred to C.O.R.E. from Dept. of Military Affairs, working with Mary
                  Beth Galey.

                  Farmer C.O.R.E.: $200,000 received from Dept of Agriculture to launch Farmer C.O.R.E. March 1 in
                  29 southern counties, working with Mary Beth Galey.

                  Disaster: In conjunction with Nancy Beers, secured $175,000 from MHFA for Disaster relief in
                  southern MN.

                  LSS Foundation President is working closely with Board Chair and Mark Peterson to create Strategic      Work with LSS Foundation Trustees to
                  Plan for Foundation, including focus on building endowment.                                             increase Norelius Society membership
                                                                                                                          by 20% and create pathway to an
                                                                                                                          endowment campaign to commence
                                                                                                                          during 2011. Prepare development
                                                                                                                          campaign analysis to guide planning
                                                                                                                          and opportunity for endowment
                                                                                                                          campaign.
                Qtr 3
                  Held two successful Homeless Youth Events in Duluth and Twin Cities, raising over $100,000 at each      Expand the total revenue generated
                  event including our first Gold Champion at $10,000 a year for five years in Duluth.                     for LSS by integrating development
                                                                                                                          strategies with the advocacy,
                  Continued solicitation for the Mark A. Peterson Leadership Challenge which was at $108,240 at
                                                                                                                          volunteer, and communications
                  Quarter End.
                                                                                                                          resources of Advancement, the
                  Sent invitations to events (Homeless Youth events and site tours, Leadership Circle, etc.) and
                                                                                                                          expertise of service staff, and the
                  facilitated online registration, making an easy way for supporters to become involved in the services
                                                                                                                          relationships of LSS leaders, to assure
                  of LSS.
                                                                                                                          consistent and effective cultivation of
                                                                                                                          grantors and donors and achieve the
                                                                                                                          highest level of results.




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                                                                                                                                                        FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                            With what part of your One Year Plan
  LOS       Achievements                                                                                                      does this achievement correlate?
Advancement  Supported LSS CEO, COO and CAO to advance key messaging and proposals on redesigning services                   Source LSS leadership and key staff
(cont.)      and supports for people with disabilities. Engaged in key committee hearings on My Life, My Choices             to enhance relationships with state
             and advanced final language in final budget agreements.                                                         and federal government to advance
                                                                                                                             new policy, advocacy and service-
                                                                                                                             delivery initiatives as well as direct
                                                                                                                             funding.
                  Worked with key legislators, LSS experts and state agency staff to assure Veterans CORE maintained
                  funding in FY12/13 state biennial budget.

                  Responded to proposed elimination of Caregiver Respite with targeted grassroots and legislative
                  advocacy, resulting in full restoration of state funding in budget.

                  Suggested improvement for MN statute governing disaster response to incorporate long term
                  disaster recovery and nonprofit partnership; final language was passed by legislature.

                  LSS supporters from across the state sent postcards, e-mails, and letters, made phone calls, testified,
                  and held in-person appointments to build relationships and send clear advocacy messages
                  supporting LSS mission and redesign focus for 2011 session.

                  Developed and implemented communications plan to heighten visibility of volunteers, including             Create and execute an integrated
                  launch of Volunteers E-alert to highlight volunteer engagement statewide.                                 strategic communications plan to
                                                                                                                            improve the capacity of leadership,
                  Established Volunteer Leader position within the office to streamline all volunteer web postings and      staff, and supporters to engage our
                  support triage of volunteer inquiries.                                                                    most critical audiences, coordinate
                  Launched microsites for Financial Counseling and NuVantage (including launching a rebranding              messaging, and leverage channels
                  package for NuVantage). Based on learnings from the first microsite implementation, developed             from events to publications and from
                  process improvements, including new SmartForms, templates and widgets, to gain efficiency and             direct mail to social media.
                  improve content consistency.

                  Changing Lives eNewsletter list size increased 34% from 5,658 in April to 7,577 in June.




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                                    7 of 51    11/10/11
                                                                                                                                                    FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                        With what part of your One Year Plan
  LOS       Achievements                                                                                                  does this achievement correlate?
Advancement  Held successful Norelius Society Luncheon in Twin Cities and Leadership Retreat in Duluth keeping          Work with LSS Foundation Trustees to
(cont.)      some of our most important donors connected to our work.                                                   Increase Norelius Society membership
                                                                                                                        by 20% and create pathway to an
                                                                                                                        endowment campaign to commence
                                                                                                                        during 2011. Prepare development
                                                                                                                        campaign analysis to guide planning
                                                                                                                        and opportunity for endowment
                                                                                                                        campaign.
                  Conducted business requirements for CRM system with Advancement staff, Camp Noah staff and PSS        Organize and implement an LSS
                  staff. Created business plan and presentation for CRM proposal.                                       Constituent Relations Management
                                                                                                                        (CRM) system to maximize supporter
                                                                                                                        engagement goals across the
                                                                                                                        organization.

                Qtr 4
                  • Three-year results (2009-2011): at least 34% increase in undesignated revenue and at least          Expand the total revenue generated
                  82% increase in Metro Homeless Youth revenue.                                                         for LSS by integrating development
                  • Received $1,155,561 in grants for LSS services                                                      strategies with the advocacy,
                  • Raised a total of $472,022 at the Celebration for Changing Lives with 756 attending including 27    volunteer, and communications
                  congregations. Attendees were motivated by the $123,327 in contributions to the Mark A. Peterson      resources of Advancement, the
                  Leadership Challenge achieved with 100% participation by LSS Board and Foundation Board               expertise of service staff, and the
                  members.                                                                                              relationships of LSS leaders, to assure
                                                                                                                        consistent and effective cultivation of
                                                                                                                        grantors and donors and achieve the
                                                                                                                        highest level of results.

                  • In support of the Celebration for Changing Lives, Advancement Services created 5 videos and a set
                  of videotaped values statements, processed 303 donations totaling $222,582.25 in the 3 days
                  immediately following the Celebration for Changing Lives, completed gift acknowledgments within 5
                  days of the event, and provided reports on the event outcomes to leadership within 10 business
                  days of the event.




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                                8 of 51    11/10/11
                                                                                                                                                    FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS       Achievements                                                                                                     does this achievement correlate?
Advancement  • Led engagement with Special Master overseeing Minnesota state shutdown, positioned key LSS               Source LSS leadership and key staff to
(cont.)      services as essential for those we serve.                                                                  enhance relationships with state and
             • Engaged in special session proceedings, supported organization-wide response and deepened                federal government to advance new
             understanding of implications of final 2011 session outcomes.                                              policy, advocacy and service-delivery
                                                                                                                        initiatives as well as direct funding.

                  • Media Relations created more than 2.5 million impressions through 8 television stories, 10 radio     Create and execute an integrated
                  interviews, 90 print stories and advertising in the Metro Lutheran and on Minnesota Public Radio.      strategic communications plan to
                  Prominent stories included CEO transition, Financial Counseling, Foreclosure Prevention, Camp          improve the capacity of leadership,
                  Noah, Crisis Nursery Auction, Farm CORE, Volunteering, Town Hall Forum/Moorhead                        staff, and supporters to engage our
                                                                                                                         most critical audiences, coordinate
                                                                                                                         messaging, and leverage channels
                                                                                                                         from events to publications and from
                                                                                                                         direct mail to social media.
                  • Continued to build our volunteer services capacity by facilitating the Volunteer Services Network
                  retreat to envision and plan the future of volunteers at LSS; creating and distributing a new
                  orientation tool for new volunteers; and developing volunteer recognition tools and strategies that
                  include new give-away items.

Camp            Qtr 1
Knutson           First quarter donations up over 2009. Excellent Christmas season.                                      Meeting the budget

                  Filled 2011 summer season, all contracts in place.                                                     Fill summer season

                  Began work on redesigning Camp Knutson web site.                                                       Redo web site

                  Carried out facility upgrades during December.                                                         Facility upgrades.

                Qtr 2
                 Maintained retreat business at approximaltly the same level as 2010.                                    Meeting the budget
                  Upgrade to web site to advance marketing                                                               Upgrade web site
                Qtr 3
                 New staff hired                                                                                         Add staff

                  Maintained full summer shedule                                                                         Maintain full summer schedule


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                                                                                                                                                  FY   2011
                                                   ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                     With what part of your One Year Plan
 LOS          Achievements                                                                                             does this achievement correlate?
Camp Noah/     Highly successful quilt auction and Night Under the Stars                                             Meet the budgeted revenue for gifts.
Disaster Svcs
               Camp's new web site brought on line                                                                   Redesign camp's web site

                Qtr 4
                 Full summer schedule was completed.                                                                 Maintain full summer schedule

                  Successful fund raising events                                                                     Met fundraising goals.

                  New website brought on line                                                                        Update web site

                  Met with the MAC Foundation to establish a relationship for future funding of Camp Noah            to find foundation support for Camp
                                                                                                                     Noah
                  Began long-term disaster recovery work in SE MN following the floods of late September. MHFA has   to be available to respond to disasters
                  provided us with a $175,000 grant that will pay for temporary employees and the Directors salary   if funding is available to do so.
                  for the 2010 - 2011 fiscal year.

                  Rewriting of a new site coordinator manual to better prepare communities to facilitate Camp Noah   to create a more replicable and
                                                                                                                     sustainable Camp Noah program.

                  maintained Disaster LTR support staff in SE MN - Wabasha County and in Wadena                      * Be available to the disaster
                                                                                                                     community for response to a regional
                                                                                                                     disaster and access the funding to
                                                                                                                     support that effort

                  finished our new curriculum for Camp Noah!                                                         Curriculum finished

                  developed new training materials to coincide with the new currciulum                               * Consistently deliver the same high
                                                                                                                     quality Camp Noah product to every
                                                                                                                     community by creating secular and
                                                                                                                     faith-based team models and team
                                                                                                                     training materials




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                             10 of 51    11/10/11
                                                                                                                                       FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                            With what part of your One Year Plan
  LOS         Achievements                                                                                    does this achievement correlate?
Camp Noah/     visited Washington DC and met with several potential partners of Camp Noah                   * Work with LSS Advocacy and
Disaster Svcs                                                                                               Advancement in instituting a plan to
(cont.)                                                                                                     obtain FEMA and/or national
                                                                                                            children’s organizations (i.e. Save the
                                                                                                            Children) or national disaster response
                                                                                                            organizations support and/or
                                                                                                            endorsements for Camp Noah

                  Hosted a camp in Wabasha county - well attended and fully funded                          Host 20 (reduced to 10) camps in
                                                                                                            2011

                  Continued disaster long-term recovery work in SEMN. Fully funded                          Be available to the disaster community
                                                                                                            for response to a regional disaster and
                                                                                                            access the funding to support that
                                                                                                            effort

                  Continued disaster long-term recovery work in Wadena. Fully funded                        Be available to the disaster community
                                                                                                            for response to a regional disaster and
                                                                                                            access the funding to support that
                                                                                                            effort

                  Planned and prepared for Camps in Pennsylvania, Alabama, Tennessee, Missouri, Minnesota   Host 20 (reduced to 10) camps in
                                                                                                            2011

                  Responded to North Minneapolis Commuity following tornado on May 22                       Be available to the disaster community
                                                                                                            for response to a regional disaster and
                                                                                                            access the funding to support that
                                                                                                            effort

                  Trained 5 teams to deliver Camp Noah in disaster affected areas                           Consistently deliver the same high
                                                                                                            quality Camp Noah product to every
                                                                                                            community by creating secular and
                                                                                                            faith-based team models and team
                                                                                                            training materials

                  Secured funding from LDR and MAC Foundation for $5000 per camp for the 2011 season        Raise $15,000/camp using national,
                                                                                                            state and local funding resources


a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                  11 of 51    11/10/11
                                                                                                                                                     FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS         Achievements                                                                                                 does this achievement correlate?
Camp Noah/     Hosted / supported 12 Camp Noah's in July and August in 6 states attended by 537 children using           to host 20 Camps in 2011
Disaster Svcs  260 volunteers who worked a total of 30,000 hours
(cont.)
               Located a minimum of $15,000 per camp                                                                     Raise $15,000/camp using national,
                                                                                                                         state and local funding resources

                  Maintained disaster offices in SE MN and Wadena                                                        to be available to respond to disasters
                                                                                                                         if funding is available to do so.

                  Responded to North Minneapolis Commuity following tornado on May 22 by hosting 3 Disaster Case         to be available to respond to disasters
                  Management trainings, attending community meetings, and hosting 2 "Care for the Caregivers"            if funding is available to do so.
                  events + 3 Camp Noahs

CFCL/Refugee      qtr 1: Refugee Services: Refugee Services and Housing Services began sharing staff to provide          Fully align and integrate Refugee,
Svcs              services more efficiently and capitalize on existing knowledge and resources. Beginning in October,    Housing and Employment Services
                  2 Housing Services staff began working half time in Refugee Services.                                  with each other and with all
                                                                                                                         appropriate Lines of Service.

                  qtr 1: CFCL: 1. Health - CFCL Health and Wellness Committee is now in agreement that our               Complete aligned access points for
                  strategy will center on a Hub of Health Promotion, with a focus on nutrition, healthy behaviors, and   health, social supports and lifelong
                  prevention of obesity and diabetes. Several actions have been accomplished towards that plan - a       learning model for the CFCL.
                  healthy eating cafe and catering service, including children and youth in Kaleidoscope and the
                  neighborhood, membership in the City of Minneapolis Food Resource Hub Program and Gardening
                  Matters (with plans to expand gardens on LSS properties to the west), a Diabetes education and
                  mutual support program, dieticians from Fairview at the Food Pantry, and Health Disparities
                  seminars by the U of M at the CFCL with more to be added. Getting all partners on the same page
                  was a major step forward. Next steps include coordination and implementation of all initiatives into
                  a coherent whole.


                  qtr 1: CFCL: 2. - Life Long Learning - Kaleidoscope has engaged in strategic planning with an intent   Complete aligned access points for
                  to examine how they can be the central access point for learning opportunities for all ages at the     health, social supports and lifelong
                  CFCL. They are now in conversation with a local pre-school that is interested in partnering with       learning model for the CFCL.
                  them and co-use of space. That would add ages 3 month - pre-K into our continuum because the
                  program being considered engages early childhood development as well as child care. In addition,
                  Normandale Community College has returned for its third semester, deepening the relationship. MN
                  Ed Corps is now working with other CFCL programs to learn how they can use their unused
                  mentoring hours to teach reading and math to neighborhood and Kaleidoscope children.


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                                                                                                                                                      FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS        Achievements                                                                                                    does this achievement correlate?
CFCL/Refugee qtr 1: CFCL: 3. Social Supports - a relationship is in development with Episcopal Community                   Complete aligned access points for
Svcs (cont.)  Services to provide walk-in service. LSS services at the CFCL have modestly realigned, with the intent       health, social supports and lifelong
              of making them more easily accessible across lines of service.                                               learning model for the CFCL.

                  qtr 1: CFCL: 1. The Center Café is fully operational, with volunteer staffing from 3 Messiah             Lead successful development of three
                  members, 8 supported workers from LSS' Employment Services and over 10 additional volunteers             enterprise models at the CFCL as new
                  from other congregations and the neighborhood. Essentially all of the workers from the                   models for learning and personal
                  neighborhood have a disability (mental health, cd, etc.) and are paid for some of their work from the    development.
                  proceeds of the Café. Three additional young adults with development disabilities also help out
                  occasionally in the kitchen. Neighborhood youth are given the opportunity to volunteer when events
                  are catered with appetizers - as hosts and hostesses.
                  qtr 1: CFCL: 2. The beginnings of a transformation from giving away items to a transactional model       Lead successful development of three
                  is also taking hold in two ways - with the Holiday Store selling four hundred vouchers to clients and    enterprise models at the CFCL as new
                  neighbors for the purchase of 2,000 holiday gifts donated by congregations, and by a "clearance          models for learning and personal
                  sale" at the end of the year at Suitably Yours.                                                          development.

                  qtr 1: CFCL: 1. Tuesdays Together was a program developed in October by the Volunteer                    Develop volunteer mentoring and
                  Developer for the CFCL to bring members of congregations together with neighbors to develop              advocacy resources for the CFCL.
                  relationships and opportunities for mentoring and advocacy. That monthly event is now serving an
                  average of 100 neighbors dinner, fellowship as well as health resource information each month. It
                  is through this model that we are moving towards a volunteer mentoring service.

                  qtr 1: CFCL: 2. A CPE agreement was made with Greater Mpls. Council of Churches for a seminary           Develop volunteer mentoring and
                  student or pastor to be on site as they fulfill requirements for Clinical Pastoral Education - meeting   advocacy resources for the CFCL.
                  with people, and being a presence and advocate for the needs of people who come to the CFCL.

                  qtr 2: Refugee Services St. Cloud and Pelican Rapids offices were successfully integrated into
                  Refugee Services. Through integration, LSS will be able to provide a continuity of services to
                  refugees from resettlement to the attainment of their U.S. citizenship.

                  qtr 2: Refugee Employment Services in the metro area also became part of Refugee Services.
                  Through a smooth coordination between resettlement case managers and employment staff, clients
                  will be able to go to work more rapidly.

                  qtr 2: Refugee Services began a partnership with the Clinical Pastoral Education program (CPE) to
                  place a Luther seminary student in Refugee Services. Through this partnership, Refugee Services has
                  been able to reach out to even more congregations.


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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS        Achievements                                                                                                  does this achievement correlate?
CFCL/Refugee qtr 2: Refugee Services received a new grant from the State of Minnesota Refugee Program Office
Svcs (cont.)  to provide continuing services to older refugees. Through this program, Refugee Services is able to
              hold a weekly group which focuses on discussing issues affecting the elderly, the development of
              English language skills, and citizenship preparation.

                  qtr 2: Refugee Services received a new grant from the State of Minnesota Refugee Program Office
                  to provide services to Karen youth.

                  qtr 2: Refugee Services began sharing a supervisor with the Housing Department. This position
                  supervising all resettlement staff.

                  qtr 2: CFCL. Brought in CPE student from GMCC that will expand to include Parish Nurse CPE             Expand health resources at the CFCL,
                  students and joint grant app to Wheatridge. Fairview dieticians working in Food Pantry and a           including a primary care clinic for
                  volunteer with a graduate degree in health administration is working with the Cafe for healthy         greater access to health and wellness.
                  meals. Member of Mpls Food Resource Hub program.

                  qtr 2: CFCL. Tuesdays Together is bringing these groups together monthly and averaging 100 -           Engage Messiah, Kaleidoscope, LSS
                  120 neighbors and others. Information about programs is provided so people can learn how to            housing and in the neighborhood in
                  access services.                                                                                       the CFCL.

                  qtr 2: CFCL. The Café continues to grow and will post a profit. Financial management has been          Continue development of Center Café,
                  transferred to Messiah. It will be in a position to pay a use fee to the CFCL It has an average of 6   maintenance, grounds upkeep, and
                  MFIP clients working each week.                                                                        reception as a work experience model
                                                                                                                         and as CFCL enterprise models
                                                                                                                         including catering business.

                  qtr 2: CFCL. Kaleidoscope has received four grants to date for $25,000 to develop its arts             Develop Kaleidoscope Youth Art
                  programming in partnership with adult exhibitions at the CFCL.                                         programming as youth development
                                                                                                                         and enterprising model.

                  qtr 2: CFCL. Suitably Yours has entered planning for a back to school childrens' clothing sale - as    Assist Suitably Yours in transformation
                  part of its change process.                                                                            to enterprise model.

                  qtr 2: CFCL. Tuesdays Together is the outcome for this model.                                          Develop neighbor-to-neighbor
                                                                                                                         leadership model with congregations
                                                                                                                         and local neighbors through the
                                                                                                                         development of mutual relationships.



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                                                                                                                                                   FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                        With what part of your One Year Plan
  LOS        Achievements                                                                                                 does this achievement correlate?
CFCL/Refugee CFCL, qtr 3: Letter of Interest submitted to Wheatridge for Parish Nurse model at CFCL.                    Expand health resources
Svcs (cont.)
              CFCL, qtr 3: Community organizations continue to use CFCL, congregations continue to grow in              Engage the community in CFCL
              involvement, neighbors increasing their access to LSS, Messiah and Kaleidoscope.

                  CFCL, qtr 3: An average of 6 LSS Employment clients continue working for experience at the CFCL.      Develop Café, maintenance, grounds
                                                                                                                        and reception as a work experience
                                                                                                                        model

                  CFCL, qtr 3: Suitably Yours organizing Mt. Olivet, Lord of Life and Nativity for a fall sale of       Assist Suitably Yours in transformation
                  children's back to school and winter clothing sale, modeled on the Holiday Store.                     to enterprise model

                  CFCL, qtr 3: Development of Park Ave. Safety Collaborative (CFCL, PEI, ASI, Ebenezer, Midtown, and    Develop neighbor-to-neighbor
                  Children's that will include refocus of Tuesdays Together for neighborhood cohesion and safety.       leadership model with congregations
                                                                                                                        and local neighbors through the
                                                                                                                        development of mutual relationships

                  Refugee, qtr 3: Completed applications to continue operating 3 resettlement sites in Minnesota:
                  Metro, St. Cloud, and Pelican Rapids. Requested 27% more refugees than last year.

                  Refugee, qtr 3: Worked with second CPE student to develop employment mentorship program for
                  single men and continue outreach to local congregations, as a result, an additional 3 congregations
                  were recruited to support Refugee Services.

                  Refugee, qtr 3: Presented new service delivery model at annual LIRS conference in Tampa, Florida.

                  Finalized relationship, lease and buildout with Southside Child Development Services, adding to the   Develop relationships with higher
                  Life Long Learning Continuum at the CFCL.                                                             education and with early childhood
                                                                                                                        development partners for access to
                                                                                                                        lifelong learning continuum.

                  CFCL at full occupancy, plus (two common space rooms converted to rental space)                       Full occupancy for community service
                                                                                                                        needs and CFCL new revenue.

                  Developed relationship with St. Mary's University that may lead to a grocery store for affordable     Develop relationships with higher
                  healthy foods in the neighborhood, employment training for culinary and retail, and jobs. This also   education and with early childhood
                  adds to the Life Long Learning Continuum.                                                             development partners for access to
                                                                                                                        lifelong learning continuum.


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                                                                                                                                                       FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS        Achievements                                                                                                    does this achievement correlate?
CFCL/Refugee Began restoration of sense of connection and collegiality between LSS staff                                   Assist LSS programs with alignment
Svcs (cont.)                                                                                                               and ease of access for clients across
                                                                                                                           the continuum of LSS and services.

                  Increased use of Front Desk and Maintenance for MFIP and RES training opportunities; assisted            Continue development of Center Café,
                  Suitably Yours (Mt. Olivet and Lord of Life) plan, collect and get ready for a Back to School Sale for   maintenance, grounds upkeep, and
                  children.                                                                                                reception as a work experience model
                                                                                                                           and transform Suitably Yours to an
                                                                                                                           enterprise model.

                  Enforced more appropriate behavior by the Messiah pastor to ensure a respectful work enviornment
                  for all at the CFCL.

                  Refugee: Received $45,000 grant from the Marbrook Foundation to hire refugee job developer and           Expand metro based team case
                  expand service delivery model into St. Cloud and Pelican Rapids.                                         management service delivery model to
                                                                                                                           outstate offices. Add job development
                                                                                                                           component to Refugee Employment
                                                                                                                           Svs.
                  Refugee: Met target number for resettlement despite the slow down in refugee arrivals.
Counseling        qtr 1: Growth of Brainerd TFC program, referrals from 2 counties and 3 kids in care; Metro TFC           Strategic Growth
                  program seeing exponential growth

                  qtr 1: Strong positive praise during COA feedback sessions; documentation quality, ethics and            Program Quality
                  overall competence cited often

                  qtr 1: On-boarding of Clinical Director of Operations in Brainerd (replacing Patrice O'Leary);           Staffing/Leadership Development
                  caseload up and running

                  Growth of Brainerd TFC program, referrals from 4 kids in care; Metro TFC program seeing                  Strategic Growth
                  exponential growth with consistently over 20 kids in 7 County area

                  Landed UCareConnect Case Management contract for Southern MN, to provide telephonic support to           Revenue Growth
                  patients who need care coordination with medical resources.

                  Treatment Foster Care services mostly meeting if not exceeding targets in most areas, expansion          Revenue Growth
                  expected due to county requirements

                  Successfully passed MDVA C.O.R.E. audit, meeting compliance for documentation, billing, processes        Customer Retention
                  and eligiblity verification. Feedback given by VA to strengthen billing control processes.

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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
Counseling       Metro TFC program seeing exponential growth with consistently over 20 kids in 7 County area             Strategic Growth
(cont.)
                  Implemented UCareConnect Case Management contract for Southern MN, providing telephonic                Revenue Growth
                  support to patients who need care coordination with medical resources.

                  Attended Farm CORE event to gain momentum in referrals, successfully renegotiated contract to be       Revenue Growth
                  paid for outreach services

                  Solidified DHS grant in Alexandria and Willmar for children 0-5, Mental Health initiative to help      Contract growth
                  uninsured/underinsured parents and children

                  Developed and trained on "Pay for Productivity" Model for In office counseling services                Strategic Growth

                  Willmar: Built out new space to accommodate therapy for the early childhood mental health grant.       Strategic Growth
                  Willmar started providing services under the grant ($300,000 over three years).

                  All sites able to maintain family based contracts with no reduction in reimbursement or caps.          revenue retention

                  Implementation of PFP plan for counseling LOS                                                          Revenue Growth

                  The "bridge" work with TFC proviing skills to youth in adoptive placement is underway.                 Strategic Growth

Employment        qtr 1: There were 123 clients employed in the quarter with an average wage of $12/hour
Svcs
                  qtr 1: Employment services is in transition, with interim management. May Xiong was interim
                  manager, until she left LSS in mid-January. We are currently contracting with Patti Hurd (former LSS
                  employee) to provide interim management until a new manager is hired.

                  qtr 1: Award our new contract for MFIP Employment Services for Hennepin County, for a total of
                  $730,000 with $60,000 of the award being performance based . Due to our previous results the
                  numbers of cases assigned to LSS has been increased.

                  qtr 1: Area of concern: Our participation rates are lower than usual for November and December. This is probably due somewhat to the lack
                  of consistent management. Patti Hurd identified that staff are very capable, but with some lacked oversight on detail. Steps are being taken
                  to improve the rates.

                  qtr 2: New manager, Inyene Ekah started on March 14th. He is hiring and revising processes to          Review service model
                  meet benchmarks of the MFIP contract and meet performance based award.



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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                       With what part of your One Year Plan
  LOS           Achievements                                                                                             does this achievement correlate?
Employment       qtr 2: Achieved participation rate for January of 32.2 percent, ranking 10 out of 18.                 Contract performance
Svcs (cont.)
                  Employment Services had a 53% participation rate in April and a 42% rate in May. The May number is   Employment Services needs a good
                  lower due to the time to correct reports occurred during the State Government Shut down. This        participation rate to meet contract
                  moved our service to near the top of the performing agencies ranking # 2 out of 18                   goals

                  Inyene Ekah, the new manager, implemented many new process and procedures with staff to work to
                  improve the service and participation rate.

                  We implemented a collaboration with Financial Services, implement financial education for our
                  participants.
                  The Employment program cases were audited by Hennepin County, passing with a 91% accuracy.

                  The average hourly rate for placements is $11.19.

Finance Dept      qtr 1: Completed Phase One of Forecaster 7/0 Upgrade - on schedule                                   Perform Major Software Upgrades

                  qtr 1: Started Joint Finance/Advancement Meetings to better-understand how each department           Achieve FY11 Budget
                  reports fundraising results and move to a more systematic and uniform reporting process.

                  qtr 1: Continued refinements to KPIs, Forecasting templates and trend information sharing,           Manage Financial Risks- Support
                  improved budget-spread methods                                                                       quality Budgeting/Forecasting

                  qtr 1: Configured SharePoint websites to allow external access from any PC with an internet          Implement technology-based solutions
                  connection                                                                                           driven and prioritized by business
                                                                                                                       needs

                  qtr 1: Brought a server virtualization environment online and moved 7 servers into the new           Increase use of centralized computing
                  environment                                                                                          to maximize technology resources


                  qtr 1: Implemented helpdesk portal to allow staff to view the current status of helpdesk requests    Implement technology-based solutions
                  online                                                                                               driven and prioritized by business
                                                                                                                       needs

                  qtr 1: Completed planning for and started implementation of GP 2010 upgrade and Evolv 8.3            Perform major software release
                  upgrade                                                                                              upgrades




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                        With what part of your One Year Plan
  LOS           Achievements                                                                                              does this achievement correlate?
Finance Dept     qtr 1: Completed vendor selection, initial data gathering phases, and project kick-off for PICS        Implement technology-based solutions
(cont.)          Evolution (CRM) project                                                                                driven and prioritized by business
                                                                                                                        needs

                  qtr 1: Identified a robust piece of software (CRM & Dynamics GP) to drive the PICS organization and   Increase the use of centralized
                  the entire LSS organization into the future.                                                          computing to maximize technology
                                                                                                                        resources.
                  qtr 1: LSS Audit passed with excellent results                                                        Manage Financial Risks / Internal
                                                                                                                        controls

                  qtr 1: LSS Single Federal Audit as the largest Federal Audit ever experiences by Larson Allen; LSS    Manage Financial Risks / Internal
                  passed with only one finding.                                                                         controls

                  qtr 1: Sold on a Contract for Deed The Baxter Youth Shelter                                           Achieve FY11 Budget

                  qtr 1: Completed the selection process of vendor for mailroom services and leasing of copy            Achieve FY11 Budget
                  equipment for CFCL/ State Center

                  qtr 1: Completed process in order to achieve State Contract pricing for copy equipment. LSS will      Achieve FY11 Budget
                  obtain significant savings ( thousands ) of dollars over the equipment lease period.

                  qtr 1: Completed COA documentation for Risk Management                                                Manage Financial Risks / Internal
                                                                                                                        controls

                  Qtr 2: Completed Great Plains upgrade to GP2010. Completed Forecaster upgrade to v7.0                 2. Perform major software release
                                                                                                                        upgrades

                  Qtr 2: Implemented wireless networking at State Center and CFCL.                                      3. Implement technology-based
                                                                                                                        solutions.

                  Qtr 2: PICS Evolution (CRM): Completed specifications, ran multiple successful parallel payrolls,     3. Implement technology-based
                  majority of development completed.                                                                    solutions.

                  Qtr 2: Facilities and IT coordinated to upgrade multi-function devices (copiers) at CFCL and State    3. Implement technology-based
                  Center.                                                                                               solutions.

                  Qtr 2: Implemented Finance Manager Confidence levels and corresponding adjustments to improve         1. Manage risks and financial exposure
                  forecasting.                                                                                          issues..Forecasting


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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                                does this achievement correlate?
Finance Dept     Qtr 2: Facilitation of Senior Nutrition's "Top 50" units needing financial improvements over calendar   1. Manage risks and financial exposure
(cont.)          2010 results. (Sr Nutrition is making budget operationally (outside of fundraising)                     issues….deliver budget

                  Qtr 2: Expanded "What-if" Budgeting capabilities to proactively model LSS responses to potential       1. Manage risks and financial exposure
                  State Budget cuts.                                                                                     issues….deliver budget

                  Qtr 2: Successfully negotiated a $28,000 reduction in Property Taxes for Housing                       1. Manage risks and financial exposure
                                                                                                                         issues….deliver budget

                  Qtr 2: Negotiated a reduction in costs from Loeffler                                                   1. Manage risks and financial exposure
                                                                                                                         issues….deliver budget

                  Qtr 2: Received a $2,500 grant from Enterprise                                                         1. Manage risks and financial exposure
                                                                                                                         issues….deliver budget

                  Contributed to the development of a Counseling Pay-For-Productivity Incentive.                         Deliver the Budget

                  Completed Forecaster 7.0 user training sessions across all LSS lines of service                        Deliver the Budget

                  DHHS Audit for 2009 and 2010 completed with no findings                                                1. Manage risks associated with
                                                                                                                         compliance and financial exposure
                                                                                                                         issues such as: Disaster Recovery,
                                                                                                                         Business Continuity Planning, and
                                                                                                                         Forecasting.

                  Major improvement to tracking of Governmental (Federal, State & county) Grants                         1. Manage risks associated with
                                                                                                                         compliance and financial exposure
                                                                                                                         issues such as: Disaster Recovery,
                                                                                                                         Business Continuity Planning, and
                                                                                                                         Forecasting.

                  Completed upgrade to Dynamics GP 2010                                                                  2. Perform major software release
                                                                                                                         upgrades on existing Dynamics GP,
                                                                                                                         Kronos, and Forecaster systems.



                  Financial Counseling micro-site went live                                                              Partnering with lines-of-service,
                                                                                                                         implement technology-based
                                                                                                                         solutions…

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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                      With what part of your One Year Plan
  LOS            Achievements                                                                                           does this achievement correlate?
Finance Dept      Completed 75% of debt counseling website modifications                                              Partnering with lines-of-service,
(cont.)                                                                                                               implement technology-based
                                                                                                                      solutions…

                  Sold Real Property single family home, Nord House                                                   Partner with programs relating to
                                                                                                                      budget items for property

                  FY12 Budget and related supporting documents, templates, meetings, and One Year Plans were          Deliver the Budget
                  completed well and on-time. LSS FY12 Budget is in alignment with LSS Five Year Plan

                  Delivered FY11 Budget and Forecast for both the Finance Group and LSS as a whole.                   Deliver the Budget

                  Completed Marketing of LSS Property and Liability Insurance. Renewed coverage's with new carrier.   Risk Management
                  Achieved better coverage with cost savings to the organization.

                  Completed bid process for roof replacement. Completed roof replacement                              Risk Management

                  Completed phase 2 of the Online Debt Counsleing website modifications for Financial Counseling.     Implement technology-based solutions
                                                                                                                      driven and prioritized by business
                                                                                                                      needs

                  Provided project management and completed Kronos work for Counseling's Pay-For-Performance          Implement technology-based solutions
                  project.                                                                                            driven and prioritized by business
                                                                                                                      needs

                  Internal Audit of Purchase Cards was performed that brought LSS into compliance                     Risk Management

                  Testing of Document Management software to document compliance of Federal Grants completed          Risk Management

Financial Svcs    qtr 1: Established 2 Financial Choice Contracts - Lower Sioux Tribe and Minnesota Power Employees   Financial Counseling - Establish new
                  Credit Union                                                                                        Financial Choice Contracts

                  qtr 1: Received a grant from MHFA for $300,000 in transitional funding for housing counseling, as   Financial Counseling - Housing
                  well as closed funding gap for housing counseling for FY11                                          counseling funding gap

                  qtr 1: Specialty Supervisor assignments to match counseling specialties were established and        Service process improvement
                  implemented.




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Achievements                                                                             21 of 51    11/10/11
                                                                                                                                                       FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS          Achievements                                                                                                  does this achievement correlate?
Financial Svcs  qtr 1: Received a $125,000 grant from LISC to continue "Center for Working Families" Programming           Eastside Financial Center - part of
(cont.)         at the Eastside Financial Center                                                                           sustainability plan

                  qtr 1: Served 7751 families this quarter, meeting or exceeding service goals in the following            All programs
                  programs, LIHEAP, EFC, Housing Counseling appointments, reverse mortgage and education

                  qtr 2: Transitions at the Eastside Financial Center, included hiring a new manager, Eva Margolis and     Eastside Financial Center - part of
                  successfully maintaining operations with the closure of the US Federal Credit Union Branch               sustainability plan

                  qtr 2: LIHEAP had a successful monitoring visit by the MN Department of Commerce                         LIHEAP - meet contract requirements

                  qtr 2: Home Ownership Center granted LSS additional transitional funding of $254,000 for April -         Financial Counseling - Housing
                  July, in light of the uncertainty of Round 5 NFMC funding                                                counseling funding gap

                  qtr 2: Served 7751 families this quarter, meeting or exceeding service goals in the following            All programs
                  programs; LIHEAP, EFC, Reverse Mortgage, Bankruptcy Counseling, and Financial Education

                  qtr 2: First quarter Citicard grant came in $12,000 over budget                                          Financial Counseling Services

                  qtr 2: EFC - Center for Working Families program was part of theTwin Cities LISC Panel                   Eastside Financial Center
                  presentation highlighting their work on the Eastside St. Paul Community at the National LISC 30
                  Anniversary Gala in Washington DC

                  qtr 3: Served 7222 families this quarter, meeting or exceeding service goals in the following            All programs
                  programs; LIHEAP, EFC, and Financial Education

                  qtr 3: Second quarter Citicard grant came in $23,000 over budget                                         Financial Counseling Services

                  qtr 3: Service line held the 2nd Annual Financial Advocacy Awards at the CFCL, honoring 3                Financial Services
                  individuals and 2 organizations for their support of our work and advocacy for clients

                  qtr 3: LSS Financial Counseling Services was selected to participate in a pilot with Fannie Mae, which   Financial Counseling - Counseling
                  allows us direct access to servicers for proposing loan workout programs. This program additional        capacity and funding gap
                  funding to support our counseling services

                  qtr 3: In June we were selected as a provider for the Emergency Homeowner's Loan Assistance              Financial Counseling - Counseling
                  Program - which will take place in quarter 4                                                             capacity and funding gap

                  Served 5547 families this quarter, Meeting or exceeding overall service goals in LIHEAP, EFC and         All programs
                  education, additionally we had 1378 returning clients in this quarter

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                                                                                                                                                          FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                            With what part of your One Year Plan
  LOS          Achievements                                                                                                   does this achievement correlate?
Financial Svcs  Emergency Homeowner's Loan Program (EHLP) was implemented this quarter. Screening 656                       Housing Counseling
(cont.)         homeowners, with 177 being eligible for a loan to help resolve their foreclosure. Additionally our
                call volume for August was up by 2000 calls and up 1000 calls for September. Our scheduling staff
                worked to help screen eligibility, which helped steer clients to the appropriate resources. The
                program was challenging due to the short time to identify and qualify clients, and keeping up with
                the changing rules. Guidelines and deadlines changed weekly, even daily due to the lack of families
                being able to qualify for the program. The initial phase of the program ended 9/30/11. We will be
                responsible to do follow-up on the 177 who qualified for the loan
                  The Fairview partnership started at the end of August. Through the end of the quarter, we have            Financial Counseling
                  done outreach to nearly 1500 Fairview, patients, with 40 appointments schedule. The pilot is being
                  monitored and evolving, with a full evaluation being done by the end of the year.

                  An agreement has been signed with Sunrise Banks to partner in providing financial service products        Eastside Financial Center
                  at the Eastside Financial Center. Specifics of the products and revenue sharing is still under
                  negotiation.
Housing Dev       qtr 1: Specifically in context of Halter Portfolio, working more closely with Ken Borle to align better   One Year Plan objective #1
                  Housing Development with Finance.

                  qtr 1: Continuing work on Trinity First Terraces despite not receiving funding.                           One Year Plan objective #4

                  qtr 1: Continuing work on Rolling Hills despite not receiving funding.                                    One Year Plan objective #4

                  qtr 1: Working on Redeemer Center for Life                                                                One Year Plan objective #4

                  qtr 1: Monitoring "Duluth Center For Changing Lives"                                                      One Year Plan objective #4

                  qtr 2: Got verbal agreement from First Lutheran Church Duluth about performing a financing                Bullet 4: "Continuing to work on Due
                  feasibility analysis for the CFCL-Duluth                                                                  diligence…"

                  qtr 2: We are going ahead with a City of St Paul tax credit application for Rolling Hills.                Bullet 4: "Continuing to work on Due
                                                                                                                            diligence…"

                  Submitted tax credit applications to City of St Paul and MHFA for Rolling Hills. Funding from city        Point 3, Immediate: submit
                  appears likely.                                                                                           applications…

                  Continued due diligence on CFCL-Duluth with trip to Duluth in June to meet would-be funders,              Point 4, Immediate: Continue due
                  engineers, and real estate brokers. Gained better understanding of dynamics in that area, in Duluth       diligence…
                  (@ City), etc


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                                                                                                                                                     FY   2011
                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
Housing Dev      Submitted applications to LISC Duluth for two different grants/0% loans for CFCL-Duluth                 Continuing due diligence on CFCL-
(cont.)                                                                                                                  Duluth, submitting funding
                                                                                                                         applications

                  Met with Rural Development about rural housing opportunities. Meeting resulted in real possibilities   Continuing due diligence on RD
                  for partnership.                                                                                       portfolio opportunity

                  Productive meetings with Steve Wellington about future opportunities.                                  Continue to 'beat bushes' and build a
                                                                                                                         pipeline.

                  Closed the book on Trinity First Terraces                                                              Continuing due diligence on Trinity.

Human             qtr 1: Seven Focus Groups across the state on Career Growth                                            Employee Expressions Survey
Resources
                  qtr 1: Smooth transition of PICS staff in the HRIS system to handle all employee data and benefits.    Increased efficiency through
                                                                                                                         technology

                  qtr 1: Defined parameters of document imaging project and the process for housing the data and         Increased efficiency through
                  conducted testing in partnership with IT (Phase I)                                                     technology

                  qtr 1: Developed a document of understanding to maximize the full capabilities of Kronos System        Increased efficiency through
                                                                                                                         technology

                  qtr 1: Ben-4-Life Wellness program coordinated wellness fairs in Duluth and Minneapolis                Wellness

                  qtr 1: Redesigned health plan to provide for medical premium deduction to employees who                Wellness and Medical Plan
                  participated in health assessment. 475 participated in the health assessment, 680 employees are
                  enrolled in the medical plan.

                  qtr 1: Medical plan design allowed for medical premium reimbursement for employees from June           Wellness and Medical Plan
                  ’09 to December ’09.

                  qtr 1: Awarded Department of Labor and Industry safety grant for $6,787 with LSS match totaling to     Wellness
                  $13,575, developed the required training material, and all trainers completed the training.

                  qtr 1: Developed Talent Management module and integrated it into the online Performance                Talent Management
                  Management System which includes the development process. The system is currently in test mode.

                  qtr 2: Star Tribune Top Workplaces Survey - 53% overall participation rate - 67% online responses,     Employee Engagement
                  45% paper.

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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS           Achievements                                                                                                 does this achievement correlate?
Human            qtr 2: Launched Wellness survey. Over 650 employees participated in the survey providing great            Bene-Fit4Life
Resources        feedback.
(cont.)          qtr 2: Researched and identified a wellness website that will provide cardio/resistance exercise          Bene-Fit4Life
                 planners, meal/nutrition planners, e-coaching classes, health trackers, wellness library, daily
                 wellness email reminder, personal health assessment, national fitness discounts, and more. It is
                 expected to be available to employees in June.

                  qtr 2: Kicked off our first Do Campaign. Over 600 employees participated; received great feedback.       Bene-Fit4Life

                  qtr 2: Developed strategy for compensation education of employees and managers with Comp                 Employee Engagement - Compensation
                  Talks; obtained senior management feedback and buy-in; now scheduling meetings.

                  qtr 2: Partnered with a Risk Management Consultant to develop safety trainings (with dollars from        Wellness
                  the Department of Labor grant) and provided training to LOS trainers.

                  qtr 2: Built a great partnership with AcountAbility Minnesota and collaborated in their Saver's Credit   Employee Benefits
                  Project to provide benefits to employees during the tax season.

                  qtr 2: Successfully implemented the discretionary contribution payments to employees.                    Employee Engagement - Benefits

                  qtr 2: Introduced Goal Development writing training and presented to Senior Nutrition and Financial      Talent Management
                  Counseling.

                  qtr 2: Talent Management module testing successful. In process of developing the online training         Talent Management
                  which is projected to be ready in May.

                  Star Tribune Top Workplaces recipient - Number 21 of Large Employers                                     Employee Engagement

                  Talent Management online training complete                                                               Talent Management

                  Collaboration with Employment Services and American Indian OIC for partnership opportunities             Collaboration

                  Wellness Website, HealthyRoads, launched at General Assembly. Communication issued to all                Bene-Fit4Life
                  employees at their homes.

                  Started system analysis to build Kronos Manager Self-Service                                             Increased efficiency through
                                                                                                                           technology




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS           Achievements                                                                                                 does this achievement correlate?
Human            Introduced Comp Talks meetings to increase employee and manager understanding of                          Employee Engagement - Compensation
Resources        compensation program.
(cont.)
                  Pilot in-home interviews for Metro PSS group homes which should reduce time to fill positions from       Expedite Hiring Process
                  60 days to 30 days.

                  Completed the work necessary to implement 1% merit contingent budget and medical premium                 Employee Engagement - Compensation
                  holidays.

                  Developed a compensation model for pay for productivity and supported the change process for             Compensation
                  implementation.

                  Built wellness programs for 2012 roll-out.                                                               Bene-Fit4Life

                  Launched e-learning for online harassment prevention training.                                           Increased efficiency through
                                                                                                                           technology
                  Initiated organization dialogue with leadership teams for building strategies to embed Anti-Racism       Anti-Racism
                  into the lines of service.

Older Adults      Senior Nutrition: We provided numerous shelf stable meals to seniors this quarter to provide             These achievements that we have
                  service during the closure days for inclement weather. We successfully closed our central                experienced this quarter correlate with
                  preparation kitchen in Hector and negotiated with a local restuarant to provide our meals. The           delivering the FY 2011 budget and the
                  dining site in Bird Island was moved from the City Hall location to Athmann's Inn to operate as a        targeting goals set forth by our
                  diners club so that we are able to attract more seniors to this program. We closed our Pennock           program.
                  congregate site and moved the service to a meals on wheels program in partnership with the city
                  staff who are now distributing our dining tickets and delivering meals for us from a local cafe versus
                  a food service in Willmar. We relocated our nutriton program meal service site in Sherburne from
                  the Senior Center to the Temperence Lake Ridge Assisted Living Center as a way to reach more
                  targeted seniors. This facility is an assisted living facility that will be open to community seniors
                  also.




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS           Achievements                                                                                                does this achievement correlate?
Older Adults     Caregiver Support and Respite: Our major achievement this quarter was the receipt of the MN              These achievements that we have
(cont.)          Board on Aging to approve the waiver for our respite program to utilize the Title IIIE Federal funding   experienced this quarter correlate with
                 as match for our Americorps grant. We were also informed that we were the project selected by the        delivering the FY 2011 budget.
                 University of Maryland staff to receive an additional 12 Americorps volunteer member slots for our
                 upcoming year. This will greatly benefit our provision of services. All our caregiver coordinators
                 received training to become certified in the Powerful Tools for Caregivers training. This allows them
                 to go out and be a trainer at upcoming events for caregivers. We are in the process of setting up
                 new morning out programs in Pelican Rapids and Eagle Bend. We also received our assessment for
                 the region 6E caregiver program and received a clean assessment with no corrective action items or
                 recommendations for charges.

                  Guardianship Options: A new staff person was hired and a home office was opened in St. Cloud.           Open new office in the St. Cloud area
                  The rough draft of a press release was prepared for distribution announcing the opening of the St.
                  Cloud Guardianship Options office.

                  Guardianship Options: increased private pay revenue by $24,864.81 (12.2%) over budget.                  Deliver 2011 budget.

                  Guardianship Options: has over 100 trust clients enrolled in the LSS Pooled Trust.                      Deliver 2011 budget.

                  Guardianship Options: negotiated a new contract for services with Winona County.                        Deliver 2011 budget.

                  Sr Corps: First 6 month interim report submitted to UCare. Received an additional $150,000 grant        deliver budget
                  to bring funding level to $350,000 for the 3 year project

                  Sr Corps: Phase one of FGP training manual completed                                                    Implement training manual

                  Sr Corps: Plan developed and implemented to reduce carry over of stipended time off for                 monitor recruitment targets
                  volunteers.
                  Sr Corps: John B. elected to National Senior Corps Association Board for term starting July 1, 2011     High visability with key organizations,
                                                                                                                          and be voice for regulatory change

                  Sr Corps: Initial meeting held with Health Partners for discussion of additional 3rd party payer        biggest possibility




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS           Achievements                                                                                                does this achievement correlate?
Older Adults     qtr 2: Senior Nutrition: We were successful in our advocacy efforts which included the distribution      These achievements that we have
(cont.)          of postcards, annual report mailings to local legislators and stakeholders and the invitation of local   experienced this quarter correlate with
                 officials to our meal sites to experience the impact this service has for our seniors. A dining          delivering the FY 2011 budget and the
                 manager training was held in each service area this quarter and we discussed the mission and vision      targeting goals set forth by our
                 of LSS and the Senior Nutrition Program. Several Emergency Food and Shelter Fund applications            program.
                 have been submitted this quarter for funding along with some new united way applications. As a
                 result of the severe weather we have had in these months, we have distributed additional shelf
                 stable meals to all our customers.
                  qtr 2: Caregiver Respite: We sucessfully opened a new Morning Out program in Eagle Bend. We             These achievements that we have
                  also received 12 additional slot for the Americorps program which will expand the respite we are        experienced this quarter correlate with
                  able to provide in our service areas. We also implemented our first Powerful Tools caregiver            delivering the FY 2011 budget.
                  training session with 8 caregivers participating in these 6 consecutive trainings.

                  qtr 2: Sr Corps: Hired 1/2 coordinator to manage UCare project                                          support biggest possibility
                  qtr 2: Sr Corps: extraordinary advocacy effort at federal and state level has prevented initial         deliver budget
                  threatened cuts.

                  qtr 2: Sr Corps: chapters of FGP training manual completed for initial staff available for staff        Improve FGP training through new
                  review.                                                                                                 modules

                  qtr 2: Sr Corps: SCP client and site surveys ready for spring distribution.                             Survey development
                  qtr 2: Guardianship Options: Guardianship was accredited for the first time through COA.
                  qtr 2: Guardianship Options: New positions were filled including: Trust Administrator, PT               This helps with the continued growth
                  Supervisor for West Metro and 8th Guardian was added to St. Paul Office.                                of Pooled Trust Services and growing
                                                                                                                          Guardianship contracts

                  qtr 2: Guardianship Options: Finalized new contract with Winona County.                                 Grow County Contracts

                  qtr 2: Guardianship Options: Completed the client transfer process in St. Cloud with our new
                  office set up.

                  qtr 2: Guardianship Options: Implementation of the CAMPER system.




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
Older Adults     Sr Nutrition: We successfully developed a staffing plan within our existing structure to include a      delivering the 2011 budget.
(cont.)          portion of time for development for the region 1 & 2 service areas. We also provided an all staff
                 training for the Senior Nutrition site staff in all the service areas.

                  Caregiver Respite: We successfully opened a new Morning Out Program in Pelican Rapids in               These achievements correlate with
                  collaboration with the Good Samaritan Society. We were successful in our advocacy efforts to divert    delivering the 2011 budget.
                  of complete funding cut. We provided training for 47 new Americorps volunteer members.

                  Sr Corps: Initiated first ever "survey monkey" evaluation to Foster Grandparent and Senior             "Begin using redesigned client
                  Companion partner sites. Completed first ever expansive survey to Senior Companion clients (783        surveys"
                  surveys returned)

                  Sr Corps: Completed first year report to UCare on pilot project. Very positive year one results, and   "effectively implement UCare project"
                  report was well received.

                  Sr Corps: Director began first term on National Senior Corps Association Board                         "Maintain involvement with
                                                                                                                         organizations working to expand
                                                                                                                         community based services"

                  Sr Corps: Director and VP collaborated to work with Vital Aging Network to sponsor scholarships        "Maintain involvement with
                  for 2 Senior Corps volunteer leaders to attend EVOVE leadership training                               organizations working to expand
                                                                                                                         community based services"

                  Sr Corps: Completed Federal and state grant reports. Received at least same level of support from      Deliver FY11 Budget
                  state and federal governments, which we believe is related to very strong advocacy efforts by LSS
                  Advocacy and Senior Corps.

                  Sr Corps: Maintaining large postive budget variance, assuring the budget will be delivered in 2011,    "effectively monitor program expenses
                  despite effects from governmentt shutdown.                                                             and income…to deliver budget"

                  Guardianship Options: Continue to work on developing plans to address key retirements

                  Guardianship Options: Continued increase growth of Pooled Trust services                               Increase Pooled Trust clients

                  Guardianship Options: Contacted to add service in Rock County                                          Grow County Contracts

                  Guardianship Options: Continue to increase growth of Pooled Trust Services (working on hiring new      Deliver on Budget
                  staff)


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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                       With what part of your One Year Plan
  LOS           Achievements                                                                                             does this achievement correlate?
Older Adults     Guardianship Options: Average of 9 new referrals from Ramsey county each month                        Growth - Deliver on Budget
(cont.)
                  Guardianship Options: Hired Accounting Manager and Supervising Conservator to address                Service Improvement
                  retirement/ restructuring

                  Guardianship Options: Added Rock County for Guardianshiop                                            Growth - Deliver on Budget

                  SR Corps: FGP program chosen to receive an additional $95,000 to implement pilot project with the
                  Minnesota Reading Corps through June 30, 2013

                  Sr Corps: FGP and SCP awarded $150,000 more than was anticipated and budgeted for in Grant
                  year of July 1, 2011 - June 30, 2012

                  Sr Corps: New part time staff hired to replace resignation in Grand Rapids area.

                  Sr Corps: Foster Grandparent, Verneil Gale, receives LSS Volunteer of the Year Award at Gala.

                  Sr Corps: Director attends first National Senior Corps Association Board meeting in DC as new
                  Board member. Visits with staff of 5 Minnesota legislators

                  Sr Corps: CADI waiver rate negotiated at higher rate ($12.00/hour) for Companionship with 3
                  counties.
                  Caregiver Respite & Support: Coaching certification was completed by the coordinators in Regions 5   This will provide additional funding to
                  and 6E.                                                                                              meet budget through coaching
                                                                                                                       services in both service areas.

                  Caregiver Respite & Support: Opened a morning out program in Region 6E in the community of           Meeting outcomes goals of expanding
                  Cosmos.                                                                                              our morning out group respite
                                                                                                                       services.

                  Caregiver Respite & Support: Regional staff attended Fall health fairs, conducted workshops,         Continued relationship building within
                  presented the annual report to county commission boards, senior service providers, and held radio    the counties and service areas to
                  interviews.                                                                                          develop referrals and marketing of the
                                                                                                                       program.

                  Sr Nutrition: Implemented a new program fundraising position July 1, 2011, in conjuction with a      This position will create financial
                  current staff position and have secured promised funding of $59,000 through this quarter.            stability for our program in meeting
                                                                                                                       the budget.



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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
Older Adults     Sr Nutrition: Our organization was selected as the successful bidder for the Request for Proposal in    This award will fulfill our biggest
(cont.)          2012 for service areas of Regions 6E, 8 & 9.                                                            possibility in becoming the largest
                                                                                                                         provider of nutrition in the state.

                  Sr Nutrition: We were awarded a $50,000 grant from the Walmart Foundation to provide our shelf         This grant award will help us to meet
                  stable meals to nutrition sites.                                                                       our program budget and will provide
                                                                                                                         much needed service of weather
                                                                                                                         related shelf stable meals for our
                                                                                                                         customers.
PICS              qtr 1: In December 2010 began working with selected vendor (Meritide) to implement CRM, web            Client outcome & implement new
                  portal, and GP payroll. Target date for completion of the new system is 4/1/2011                       software

                  qtr 1: Worked with Dwight Porter on determining if a new fee structure was feasible for PICS. In the   Implement new fee structure
                  end the decision was made to continue with our current fee structure.

                  qtr 1: Enrolled 25 new customers in 1st quarter (7 better than budgeted)                               Increase enrollment

                  In December 2010 began working with selected vendor (Meritide) to implement CRM, web portal,           Client outcome & implement new
                  and GP payroll. Target date for completion of the new system is June 2011.                             software

                  qtr 2: Enrolled 25 new customers during the 2nd quarter.                                               Increase enrollment

                  qtr 2: All PICS employees became LSS employee on January 1st

                  qtr 2: Added two new county contracts. Cass County and Olmsted                                         Increase Enrollment

                  qtr 2: Participated in the DHS workgroup designing the Title III Self Directed Program                 Increase Enrollment

                  In December 2010 began working with selected vendor (Meritide) to implement CRM, web portal,           Client outcome & implement new
                  and GP payroll. Due to issues with the vendor the contract was cancelled and a new vendor will be      software
                  selected

                  Enrolled 44 new customers during the 3rd quarter.

                  Participated in the DHS workgroup designing the Title III Self Directed Program

                  Participated in the My Life My Choices Steering Committee




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
PICS (cont.)     Increased enrollment by 15 customers                                                                    Enrollment/Growth

                  Continued to participate on the My Life My Choices committee                                           Growth

                  Continued to work on the implementation of CRM. Waiting to settle with Meritide and bring in new       Service Process Improvement
                  provider.
                  Participated in numerous meetings to develop two new self directed programs - Title III and Veterans   Growth
                  CDCS
                  Had various check in meetings with Counties to see how we were doing and what we could improve         Relationship/Growth
                  upon
PSS               qtr 1: Trained all exempt level staff on a new medication administration training and process          Quality Services

                  qtr 1: Met Quarterly turnover goal.09                                                                  Reduce turn over

                  qtr 1: Met with and presented Host home to 10 Counties                                                 Grow host home program

                  qtr 1: Donations from WELCA bought 8 TVs for homes around the state                                    Meet the botton line

                  qtr 1: For the 2nd year in a row metro churches adopted Metro SLS's for Christmas                      Meet the bottom line

                  qtr 1: Met occupancy goal for the Quarter                                                              Meet the bottom line

                  qtr 2: ARRM Day at the Capitol                                                                         Advocacy

                  qtr 2: Continue to bank for expected cut                                                               Meet the bottom line

                  qtr 2: VIVA awards to: Community Carol Crust and Individual we support Tim Borchart                    Meet the bottom line

                  qtr 2: Received donation of appliances for 8 homes                                                     Meet the bottom line

                  qtr 2: First Host Home Family on board                                                                 Implement Host home

                  qtr 2: First person transition from BI to CFCL                                                         Continuum of services

                  Increased Occupancy to 95.88% by June                                                                  Bottom Line

                  Continued advocacy efforts meeting - over 1,000 contacts.                                              Advocacy



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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                         With what part of your One Year Plan
  LOS           Achievements                                                                                               does this achievement correlate?
PSS (cont.)      PSS staff presented at the ARRM conference, One God, One Call, LSA                                      Advocacy

                  Write offs remain at historical low levels                                                             Bottom Line

                  First Host home family Licensed and ready to accept an individual                                      new services

                  Received lower cut from the legislature in part due to the unbelievable work of the PSS advocacy       Advocacy
                  network teams. Over 1800 contacts during the year

                  Due to the lower then antipated cut from the legislature, PSS had the largest bottom line in the       Bottom Line
                  history of the service

                  Write offs remain at historical low levels less than 20K                                               Bottom Line

Youth,            qtr 1: LSS Youth Services in Willmar received an SHP grant of $177,636 for 9 units of housing for      Assist in the implementation of 9 units
Housing &         two years. This grant may be renewable.                                                                of Permanent Supportive Housing for
Family                                                                                                                   Youth in Willmar
Resources
                  qtr 1: The LSS Crisis Nursery in Duluth moved from the Bethany Crisis Shelter to the Ordean            Assist in the redesign and marketing
                  Building giving better access for families as well as volunteers.                                      of services in the Duluth area.

                  qtr 1: Completed restructure of Duluth area services with half being under Cathy Bergh and half        Same as above.
                  being under Dawn Shykes.

                  qtr 1: Park Avenue Apartments has accepted its first GRH (Group Residential Housing) tenant. This
                  tenant is from the TBI group home through Personal Support Services. We hope to continue this
                  partnership with future GRH units in Park Avenue Apartments.
                  qtr 1: It's All About the Kids Collaborative was informed in July 2010 that funding from the City of
                  Minneapolis ($200,000) would not be renewed in 2011. Collaborative members along with LSS staff
                  were able to secure $125,000 of the $200,000 that would have been lost.

                  qtr 1: Brainerd received a new Basic Center Grant RHY for $49,916.

                  qtr 1: St. Paul Street Outreach received a collaborative RHY grant with Face to Face of $35,791.

                  qtr 1: All the directors and managers were involved in the COA process with submission as well as      Work with Youth directors and
                  getting sites ready for the site visit.                                                                managers on COA accreditation.



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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                          With what part of your One Year Plan
  LOS           Achievements                                                                                                 does this achievement correlate?
Youth, Hous-     qtr 2: Rezek TLP has obtained Independent Living Program Licensure from Ramsey County by                 #1 to pursue Independent Living
ing & Family     providing case management services with the new law for IV E elligible Youth.                            Licensure with counties.
Resources
(cont.)           qtr 2: Nine units of Permanent Supportive Housing are now under contract in Willmar.                    #2 The goal of implementation of PSH
                                                                                                                          for youth in Willmar.

                  qtr 2: Redesign continues of community based services at CFCL integrating domestic violence             #4 Redesign programming at CFCL
                  prevention with programming funded by United Way.

                  qtr 2: Part of the redesign for the Duluth area has been to partner with First Lutheran Church to       #5 Redesign and market services in
                  build a CFCL in Duluth. The church has signed a MEO and we are beginning the next steps in that         Duluth.
                  process.
                  qtr 2: The Drop-In Center in Mankato has opened with donated dollars and other sustainable dollars      #6 Pursue funding for a Drop-in Center
                  are being sought. They are also meeting with Rochester YMCA about TLP possibly in the future.           in Mankato.

                  qtr 2: Housing Services collaborated with Grants Services in their interviewing and hiring of a new     Not part of one year plan
                  Grants Manager

                  qtr 2: Housing Services secured initial revenue to begin the production of their biggest possibility.   Housing Services will lead
                                                                                                                          collaboration to provide Property
                                                                                                                          Owner education through web-based
                                                                                                                          applications
                  qtr 2: During this quarter, 69% of students receiving 90% attendance. This is an increase of 17%        Not part of one year plan
                  from the same timeframe one year ago.

                  In John Moline's medical absence his staff continued to connect/communicate on a monthly basis          Program Quality
                  either by conference call or in person. ILS Licensure and numerous other items are discussed.

                  Pursuing the possibility of LSS becoming the ILS provider in Rochester, MN                              New opportunity outside of 1yr. Plan

                  Two successful breakfast and lunch Homeless Youth Fundraising Events were held in Duluth and            Revenue Growth
                  Metro.
                  Duluth Crisis Nursery had a successful silent auction/wine tasting event                                Revenue Growth

                  Duluth youth and financial counseling staff, along with the major gift officer attended an eighteen     Marketing/Visibility
                  Chamber Show Case and promoted LSS services

                  In Willmar, six units out of nine are currently occupied with homeless youth.                           Program Growth




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                                                  ACHIEVEMENTS - Total Year Roll-Up Report
                                                                                                                           With what part of your One Year Plan
  LOS           Achievements                                                                                                 does this achievement correlate?
Youth, Hous-     Housing Services partnered with Counseling and Family Resources to create a support group for             Not part of one year plan
ing & Family     direct service staff to encourge professional development and promote self-care.
Resources
(cont.)           Housing Services presented their final Keys to Successful Rental Living tenant education class in June   Not part of one year plan
                  2011. Over the past 2 years, we provided education to almost 500 individuals and exceeded our
                  outcomes by 7 percent.

                  Community-Based & Homeless Youth: LSS Duluth, services were consolidated from five different             Financial and visibility
                  building sites down to four.

                  Community-Based & Homeless Youth: LSS Duluth, individual marketing materials for services                Marketing/Visibility
                  were completed, sent to printer and returned.

                  Community-Based & Homeless Youth: LSS Duluth, successful silent auction/wine tasting for Crisis          Financial and visibility
                  Nursery Program

                  Metro Housing Services: On July 14, almost 200 people spent the day at Como Park in St. Paul for         Not part of one year plan
                  the 5th Annual Family Gathering for Family Roots Alliance, a permanent supportive housing program
                  of LSS. Joined by numerous volunteers, families spent the day at the zoo, enjoying carnival games
                  and going on the rides. Everyone clapped during the program as children received certificates
                  marking their completion of another school year and high school graduates were honored,
                  recognizing the program’s work helping children be successful in school. Parents had a chance to
                  spend a day of fun with their children, a rare opportunity for families living in extreme poverty!

                  Metro Housing Services: In August we participated in a Hennepin County Continuum of Care site            Not part of one year plan
                  visit. Reviewers were so impressed with services and moved by one of our families, a reviewer made
                  a personal donation to LSS Housing Services

                  Eight of the nine permanent supportive housing units in Willmar are full.                                Youth Housing

                  Funding for Drop In Center was received from State of MN and Federal DHHS.                               Youth Services




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                                                                                                                                          FY   2011
                                             SERVICE OPENINGS Total Year Roll-Up Report
                     Effective                                                                     Budgeted?
        LOS            date      Name                                 Location                       (Y/N)        Reason
      Adoption      10/1/10      Addition of part time staff in Fergus Fergus Falls, MN               Y        Program Growth
                                 Falls to cover Waiting Children and
                                 IOA clients

                    10/1/10      Pilot accepted to begin coordination Republic of Marshall            N        Strategic Growth
                                 of Infant Open Adoption services     Islands
                                 with RMI

                    4/15/11      Completion of agreement to open    Republic of Marshall              N        Strategic Growth
                                 Infant Open Adoption services with Islands
                                 RMI

      CFCL &        10/1/10      Tuesdays Together                    CFCL                            N        Volunteer Supported
      Refugee
      Svcs          12/1/10      Holiday Store                        CFCL                            N        Volunteer Supported

                    6/30/11      CFCL, qtr 3: MN Opportunity Corps Second Floor CFCL                  N        Rent will be in FY 2012

                     9/1/11      Southside Child Development          CFCL                            N        Independent Provider
                                 Center
      Camp          10/1/10      SE MN Flood Long-term recovery       Oronoco, Pine Island,           N        flood response and funding available
      Noah &                     work                                 Zumbro Falls and
      Disaster                                                        Hammond, MN
      Svcs
      Counseling    10/1/10      Westwood Lutheran Church, St.        Metro Counseling                N        Good will office space to expand Metro
                                 Andrews Lutheran Church                                                       counseling footprint


      Financial      7/1/11      Emergency Homeowners Loan            Duluth, providing services      N        One time funding through
      Svcs                       Program                              statewide                                NeighborWorks/ HUD to provide loans
                                                                                                               and counseling to prevent foreclosure -
                                                                                                               see accomplish- ments for more detail

      Older         12/15/10 Pennock Home Delivered Meals             Pit Stop Café caterer           N        We were just recently able to secure a
      Adults                 program                                                                           local caterer.

a7feefad-519a-4a08-96dd-7098397e155f.xls    Tab:   Service Openings & Closings                                                            36 of 51    11/10/11
      Older
      Adults


                    11/16/10 St. Cloud Guardianship                 St. Cloud                        Y

                     1/1/11      Senior Nutrition                   Remer Diners Club                Y        Expand meals into unserved area

                     2/1/11      Senior Nutrition                   Itasca Junction Diners Club      Y        Expand meals into unserved area

                     1/1/11      Caregiver Respite                  Eagle Bend Morning Out           Y        Expand group respite

                     6/1/11      Caregiver Respite                  Pelican Rapids                   Y        Expanding group respite

                    9/28/11      Caregiver Support & Respite:       Cosmos, MN                       Y        Group respite is a needed service and
                                 Cosmos Morning Out                                                           leads to additional in-home respite
                                                                                                              services.

      PSS          11/1/10       Willow AFC                         Crookston                       Yes       Consolidated Summer Meadow and
                                                                                                              Pine Ridge


                                              SERVICE CLOSINGS Total Year Roll-Up Report
                     Effective                                                                    Budgeted?
      LOS              date      Name                               Location                        (Y/N)        Reason
      CFCL &        10/1/10      Refugee Preferred Communities      CFCL                             N        Contract ended
      Refugee                    (17500)
      Svcs
                    11/30/10 Southside Community Health             CFCL                             Y
                             Services Offices

                    8/14/11      Refugee Youth Services             CFCL                             N        Contract ended


      Counseling    4/15/11      "On My Own"                        Mankato                          N        Running overbudget with
                                                                                                              complimentary services offered
                                                                                                              through Youth LOS

      Older         12/15/10 Pennock Congregate dining site         Pennock Civic Center             N        We were just recently able to secure a
      Adults                                                                                                  local caterer.
                    12/31/10 Hector Community Center kitchen        Hector Community Center          N        We were just recently able to secure a
                                                                                                              local caterer.
                     2/1/11      Senior Nutrition                   Lewisville Diners Club           N        Restaurant closed




a7feefad-519a-4a08-96dd-7098397e155f.xls      Tab:   Service Openings & Closings                                                         37 of 51     11/10/11
                     7/1/11    Senior Nutrition: Closed the diners RBJ's Restaurant in   Y   The diners club was not serving many
                               club in Crookston.                  Crookston                 clients and the other three locations in
                                                                                             Crookston could provide service more
                                                                                             cost effectively.
      PSS           11/1/10    Summer Meadow 48000                 Polk County           Y   County request for financial reasons

                    11/2/10    Pine Ridge 68300                    Polk County           Y   County request for financial reasons

                    3/15/11    Park View                           Moorhead              N   Owner took over services

                     9/1/11    Riverbend                           Fergus Falls          N   Owner took over services

                    9/15/11    Mill Pond                           Pelican Rapids        N   Owner took over services

      Youth,        10/15/10 Nord House                            Golden Valley         N   Low occupancy
      Housing &
      Family        9/30/11    Park Avenue Apartments--Services'   Mpls                  Y   No longer have staffing dollars to
      Resources                budget                                                        support a case manager position in
                                                                                             this building.

                    9/30/11    Keys to Successful Rental Living    Mpls                  Y   Contract ended 6/30/11




a7feefad-519a-4a08-96dd-7098397e155f.xls   Tab:   Service Openings & Closings                                           38 of 51    11/10/11
             A                   B           C            D              E           F          G          H             I             J            K           L          M              N            O             P                Q                         R                     S

  1    Fiscal Year 2011
  2                                                                                        BALANCED SCORECARD ROLL-UP REPORT
  3    CLIENT MEASURES                                                               TARGETS                                                        ACTUALS
                                           Unit of    Actual 10                                                   FY 11 Target                                                       FY 11 Actual
  4   Data source Measurement              measure     TOTALS           Q1          Q2          Q3         Q4         Total           Q1           Q2          Q3          Q4         YTD Total Qtly Variance YTD Variance Definition
     LOS          Clients served             # of      84,110           36,848      17,102      17,218     16,766       87,934        37,126       14,599      15,615      13,792          81,132     (2,974)      (6,802) During each quarter, TOTAL # (unduplicated) of
  31              (unduplicated)           clients                                                                                                                                                                         clients served
     LOS          Client satisfaction       % of         78%                 80%         79%        78%        78%           79%           79%          79%         77%        74%             77%          -4%           -2% Only the % of clients who give LSS the top rating
                                           clients                                                                                                                                                                            for LSS' services. Clients = people whose lives are
  58                                                                                                                                                                                                                          changing with LSS support.
       LOS            Customer              % of         82%                 79%         78%        77%        77%           78%           78%          86%         84%        83%             83%          6%            5% Only the % of customers who give LSS the   top
                      satisfaction         custo-
                                            mers
                                                                                                                                                                                                                              rating for LSS' services.  Customers = people who
                                                                                                                                                                                                                              sign contracts with LSS or refer clients to LSS.
  85
       LOS            Critical Client
  86                  Outcome
                                                                                                                                                 See Attachment A
  87   INTERNAL BUSINESS PROCESSES
       LOS            New or improved
  88                  process
                                                                                                                                                 See Attachment A
     Volunteers       Total volunteer        # of      821,444                                                                      211,770       201,699     213,318     175,976        802,763
  89 Count!           hours                 hours

  90   EMPLOYEE LEARNING & GROWTH
       Kronos         Employee evalua-       %           71%             100%        100%        100%       100%             100%          83%          85%         80%        83%             83%         -17%          -17% % of employees due for review during the quarter
                      tions on time                                                                                                                                                                                           who got their review by their review date.
  91
       Kronos         # of employees due     #          1,532                                                                              364          412         347     1,610             2,733                           # of employees who were due for review during the
  92                                                                                                                                                                                                                          quarter
       Kronos         Development            %           77%             100%        100%        100%       100%             100%          81%          98%         92%        89%             90%         -11%          -10% % of randomly sampled Performance Planning &
                      objectives                                                                                                                                                                                              Reviews that contained S.M.A.R.T. Development
  93                                                                                                                                                                                                                          Objectives. 100 reviews evaluated each qtr.

  94   FINANCIAL
       Finance        KPI goal
  95
                                                                                                                                                 See Attachment B
  96                                                 in thousands:                  in thousands:                        in                        in thousands:                         in             in thousands:       FY11 Yr End Reforecast
       Great Plains   Revenue                $              $93,520    $25,339     $24,582   $24,973      $25,141    thousands:
                                                                                                                       $100,035      $24,874      $23,574   $24,789       $24,968    thousands:
                                                                                                                                                                                         $98,205        ($173)     ($1,830)                  in thousands
  97
       Great Plains   Expenses               $             $93,826     $25,141     $24,953     $25,106    $25,130      $100,330      $24,268      $24,262     $24,247     $24,362        $97,139           $768      $3,191                     in thousands
  98
       Great Plains   Change of net          $                ($306)     $198       ($371)      ($133)         $11       ($295)        $606        ($688)       $542        $606          $1,066           $595      $1,361                     in thousands
  99                  assets




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls         Scorecard                                                                                                                                                                                       39 of 51    11/15/11
             A                     B                  C           D          E       F       G        H         I          J         K           L         M            N             O            P                                      Q

  1   Fiscal Year 2011
  2                                                                                                  BALANCED SCORECARD ROLL-UP REPORT
  3                                                           Attachment A - CRITICAL CLIENT OUTCOMES & NEW/IMPROVED PROCESSES
  4   CLIENT MEASURES & INTERNAL BUSINESS PROCESS
  5                                                                                      Targets                                               Actuals
                                                   Unit of     Actual 10                                     FY 11                                                 FY 11 Actual      Qtly
  6    Data source   Measurement                   measure      TOTALS       Q1      Q2      Q3      Q4   Target Total     Q1        Q2          Q3        Q4       YTD Total      Variance YTD Variance Definition
      Adoption       Critical Client Outcome:        % of           100%      90%     90%     90%     90%         90%       96%       100%        100%     100%            99%            10%         9% Percentage of birth moms with whom LSS works, feel they
                     Best choices                   birth                                                                                                                                                made the best choice for their baby's outcome because of
                                                    moms                                                                                                                                                 their work with LSS.
  7
                     Improved Process: Track on-     Y/N                 Y       Y       Y       Y        Y            Y         Y         Y           Y       Y               Y             Y           Y Track on-line client satisfaction for consistency
  8                  line client satisfaction
      Camp           Critical Client Outcome:        % of             89%                     85%     85%           85%        NA        NA          90%    90%             90%             5%         5%
  9   Knutson        2nd level learning            campers
                     Improved Process: Staff         Y/N                 Y                       Y        Y            Y       NA        NA            Y       Y               Y             Y
 10                  training
      CFCL           Critical Client Outcome:       # of               591    900     900     900     900            900   1,135     1,060           995    680          1,135            (220)        235 Access to basic prosperity sources (health, learning, social
                     Access to prosperity          clients                                                                                                                                                 supports and advocacy) for 900 people (clients & customers).
 11
                     Improved Process:                #                          2       3       1        1            7        2         3            4       1             10              0           3 Brokered new partnerships with external providers to close
                     Partnerships                                                                                                                                                                          gaps in resources, ensure alignment of LSS services through
                                                                                                                                                                                                           EOC, and engage 7 volunteers throughout the year
                                                                                                                                                                                                           (unduplicated count).
 12
      Refugees       Critical Client Outcome:        % of             100%   100%    100%    100%    100%           100%   100%      100%         100%     100%             100%            0%         0% Non-anchored refugee individuals and families will have
                     Refugees' housing             families                                                                                                                                               permanent housing within one month of their arrival in MN.
                                                                                                                                                                                                          Measurement is the % of families in such homes/qtr.
 13
                     Improved Process: Enroll        # of                4       1       1       1        1            4        0         7            3       4             14              3          10 Enrolled partnership congregations to fund and/or provide
                     congregations                 congre-                                                                                                                                                 housing and support for all non-anchored families.
 14                                                gations
      Counseling:  Critical Client Outcome:         % of              68%     60%     60%     60%     60%           60%        64%       65%         61%    60%             63%             0%         3% 60% of the Counseling clients will report a significan
      Family-Based Mental Health Symptoms          clients                                                                                                                                                reduction in their mental health symptoms as a direct result
                   (CASII)                                                                                                                                                                                of getting counseling through LSS. (Data source: CASII)
 15
                     Improved Process:               Y/N                 Y       Y       Y       Y        Y            Y         Y         Y           Y       Y               Y             Y           Y Track "reduction in mental health symptoms" data at the
                     Consistent tracking via on-                                                                                                                                                           beginning pf 2011 so we can track it throughout the year with
                     line tool                                                                                                                                                                             consistency. Collection of this data will provide us with a
                                                                                                                                                                                                           benchmark for comparison in future years.
 16
      Counseling:    Critical Client Outcome:       % of              66%     70%     70%     70%     70%           70%        64%       67%         61%    62%             64%            -8%         -6% 70% of the counseling clients will report a significant
      Office-Based   Mental Health Symptoms        clients                                                                                                                                                 reduction in their mental health symptoms as a direct result
 17                                                                                                                                                                                                        of getting counseling through LSS.
                     Improved Process:               Y/N                 Y       Y       Y       Y        Y            Y         Y         Y           Y       Y               Y             Y           Y Track "reduction in mental health symptoms" data at the
                     Consistent tracking of RAND                                                                                                                                                           beginning pf 2011 so we can track it throughout the year with
                                                                                                                                                                                                           consistencyy. Collection of this data will provide us with a
 18                                                                                                                                                                                                        benchmark for comparison in future years.


C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls          Attachment A                                                                                                                                                                  40 of 51   11/15/11
            A                      B                    C           D         E       F          G        H           I           J         K           L          M            N            O            P                                       Q

  1   Fiscal Year 2011
  2                                                                                                      BALANCED SCORECARD ROLL-UP REPORT
  3                                                             Attachment A - CRITICAL CLIENT OUTCOMES & NEW/IMPROVED PROCESSES
  4   CLIENT MEASURES & INTERNAL BUSINESS PROCESS
  5                                                                                         Targets                                                   Actuals
                                                     Unit of     Actual 10                                        FY 11                                                    FY 11 Actual     Qtly
  6    Data source   Measurement                     measure      TOTALS      Q1      Q2        Q3        Q4   Target Total     Q1          Q2          Q3         Q4       YTD Total     Variance YTD Variance Definition
      Counseling:    Critical Client Outcome:         % of              63%    60%     60%       60%       60%         60%       64%          62%            62%    60%            62%           0%          2% % of clients whose CASII scores improved
      TFC            Functional outcome scores       clients
 19
                     Improved Process:                 Y/N                Y       Y        Y         Y        Y             Y           Y         Y            Y       Y              Y           Y             Y Track functional outcomes as reflected by CASII scores.
 20                  Consistent tracking
      Camp Noah      Critical Client Outcome:         % of              84%    84%     84%        80%       80%           82%         84%       84%          84%    72%             81%          -8%          -1% % of parents who indicated behavioral concerns about the
                     Improved behaviors              parents                                                                                                                                                      effects of the disaster on their child felt those behaviors
                                                                                                                                                                                                                  improved as a result of Camp Noah.
 21
                     Improved Process:                 Y/N                Y       Y        Y         Y        Y             Y           Y         Y            Y       Y              Y           Y             Y We are changing our processes for initial assessments and
                     Registration & evaluation                                                                                                                                                                    final evaluations. Each Camp Noah participant will complete
                                                                                                                                                                                                                  bot a pre- and post-camp survey in order that LSS can
                                                                                                                                                                                                                  determine the measure of our success at meeting our Critical
 22                                                                                                                                                                                                               Client Outcome.
      Financial      Critical Client Outcome:          % of             68%    60%     60%        60%       60%           60%         70%       70%          72%    76%             72%          16%          12% Families receiving financial services will report improvement
      Services       Financial stability             families                                                                                                                                                     in their financial circumstances/stability or that they met the
                                                                                                                                                                                                                  goal(s) they presented when they engaged in service.
 23
                     Improved Process:                 Y/N                Y       Y        Y         Y        Y             Y           Y         Y            Y       Y              Y           Y             Y Restructure counseling models to match funding & demand.
                     Integrated output                                                                                                                                                                            Implement specialized supervisor positions to match
                     measurement                                                                                                                                                                                  counseling specialities. Determine role financial services
                                                                                                                                                                                                                  plays in anti-poverty initiatives sponsored by the State or
 24                                                                                                                                                                                                               locally.
      Housing     Critical Client Outcome:             # of             NA        2        0         1        1            4           0         0            0        0             0            -1            -4 Attain funding for one or more developments or acquisitions
      Development Funding                            develop-
 25                                                   ments
                     Improved Process: Clearer       Cabinet            NA
                     definition of what projects I    agree-
                                                                                          Have reached a better understanding of how/where I am intersecting with Jodi, with Rod, and with Ken.
                     am going after; where; why?      ment
 26




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls           Attachment A                                                                                                                                                                        41 of 51   11/15/11
            A                     B                  C            D         E       F       G        H         I          J         K             L         M            N            O            P                                       Q

  1   Fiscal Year 2011
  2                                                                                                 BALANCED SCORECARD ROLL-UP REPORT
  3                                                           Attachment A - CRITICAL CLIENT OUTCOMES & NEW/IMPROVED PROCESSES
  4   CLIENT MEASURES & INTERNAL BUSINESS PROCESS
  5                                                                                     Targets                                               Actuals
                                                  Unit of      Actual 10                                    FY 11                                                   FY 11 Actual     Qtly
  6    Data source Measurement                    measure       TOTALS      Q1      Q2      Q3      Q4   Target Total    Q1         Q2           Q3         Q4       YTD Total     Variance YTD Variance Definition
      Guardianship Critical Client Outcome:        % of               95%    90%     90%     90%     90%         90%      97%         95%             95%    95%            96%           5%          6% 90% of clients under LSS Guardianship will be in the least
                   Client environment             clients                                                                                                                                                restrictive, most appropriate environment, that meets the
 27                                                                                                                                                                                                      needs of the client.
                    Improved Process: Portable      Y/N                 Y       Y       Y       Y        Y           Y          Y         Y             Y       Y              Y           Y             Y Implement portable case management tools/processes to
                    case management                                                                                                                                                                        further maximize time staff spend directly working with and
                                                                                                                                                                                                           advocating for clients and their teams. FY 10/qtr 4 goal was
                                                                                                                                                                                                           to implement notepads in all offices.
 28
      Foster Grand- Critical Client Outcome:      % of kids           79%    85%     85%     85%     85%           85%        79%       79%     Not          90%             83%          5%           -2% 75% of kids served will increase reading skills 1.5 grade levels
      parents       Reading skills                                                                                                            measured                                                     by the anniversary of last survey (end of June 2011). Ratings
                                                                                                                                              until July                                                   (actuals) in qtrs 1, 2 & 3 reflect ratings from last survey
                                                                                                                                                 11                                                        conducted in fy 2010. Next survey will be done in fy 11/qtr
 29
                                                                                                                                                                                                           4.
                    Improved Process: Reading       Y/N                 Y       Y       Y       Y        Y           Y          Y         Y             Y                      Y           Y             Y Staff trained & using on-line literacy resources.
 30                 skill module for volunteers
      Sr Compan-    Critical Client Outcome:        % of              NA     85%     85%     85%     85%           85%   Not measured until July 11          90%             90%          5%            5% This outcome matches with CNCS measurable impact, and
      ions          Decreased loneliness           clients                                                                                                                                                 survey is administered in 3rd qtr.
 31
                    Improved Process: Staff         Y/N                 Y       Y       Y       Y        Y           Y          Y         Y             Y       Y              Y           Y             Y Staff trained & using on-line literacy resources.
                    training on modules
 32
      Caregiver     Critical Client Outcome:        % of              68%    68%     68%     68%     68%           68%        72%       74%           74%    74%             74%          6%           6% Clients will be able to stay in their homes longer because of
      Support &     Stay at home                   clients                                                                                                                                                the Caregiver Support & Respite services they and their
      Respite                                                                                                                                                                                             caregivers received from LSS. Our goal is to keep at least 68%
                                                                                                                                                                                                          of them in their own homes one year after we started tracking
                                                                                                                                                                                                          this outcome (i.e. 9/30/2011).
 33
                    Improved Process: Group         Y/N                 Y       Y       Y       Y        Y           Y          Y         Y             Y       Y              Y           Y             Y Caregivers will have increased opportunity for support
                    and in-home consistency                                                                                                                                                                through utilizing LSS in-home as well as group respite, which
                                                                                                                                                                                                           will have a positive impact on their lives. LSS will develop a
                                                                                                                                                                                                           systematic way to assure that respite clients who use our
                                                                                                                                                                                                           group respite program will be matched with the same
                                                                                                                                                                                                           volunteer for in-home respite to maintain consistency and
                                                                                                                                                                                                           ensure smooth transition.
 34




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls         Attachment A                                                                                                                                                                   42 of 51   11/15/11
             A                     B                C           D         E        F        G         H         I          J         K           L          M             N            O             P                                       Q

  1   Fiscal Year 2011
  2                                                                                                  BALANCED SCORECARD ROLL-UP REPORT
  3                                                        Attachment A - CRITICAL CLIENT OUTCOMES & NEW/IMPROVED PROCESSES
  4   CLIENT MEASURES & INTERNAL BUSINESS PROCESS
  5                                                                                     Targets                                                Actuals
                                                 Unit of     Actual 10                                       FY 11                                                   FY 11 Actual     Qtly
  6    Data source   Measurement                 measure      TOTALS      Q1       Q2       Q3       Q4   Target Total     Q1        Q2          Q3         Q4        YTD Total     Variance YTD Variance Definition
      Sr Nutrition   Critical Client Outcome:     % of              73%    75%      75%      75%      75%         75%       68%        74%            76%    76%             74%           1%         -2% We will improve/maintain the nutritional status of our clients
                     Lowering nutritional risk   clients                                                                                                                                                  through the service of safe, healthy meals. Collection, review
                                                                                                                                                                                                          and update of NAPIS nutrition risk data, will report an
                                                                                                                                                                                                          improvement or maintenance of health from the current 73%
                                                                                                                                                                                                          not ranking at high risk, increasing this to 75% of clients not
                                                                                                                                                                                                          at high nutritional risk.
 35
                     Improved Process: Use of      Y/N               Y         Y        Y        Y         Y          Y          Y         Y            Y        Y              Y           Y              Y We are changing our forms process to include our staff
                     NAPIS form                                                                                                                                                                              working with clients for full completion of the NAPIS
                                                                                                                                                                                                             registration form which indicates the nutrition risk
                                                                                                                                                                                                             assessment of each individual and allows us to measure the
                                                                                                                                                                                                             nutrition status and improvement/decline of each person
                                                                                                                                                                                                             participating with us. These forms will all be reviewed and
 36                                                                                                                                                                                                          signed by out staff for verification.
      PICS           Critical Client Outcome:       #           4             <3       <3       <3        <3        < 12         1         1            1        0              3            3             9 Voluntary disenrollment in fy 2010 will be no moare than 12
                     Discharges                                                                                                                                                                              individuals/year (out of ~ 450) in our FSE services. Clients are
                                                                                                                                                                                                             benefiting by choosing their own supports & receive superior
                                                                                                                                                                                                             client services, fees that are fair, and auxiliary services.
 37
                     Improved Process: Computer Y/N (on         Y              Y        Y        Y         Y          Y          Y         Y            Y        Y              Y           Y              Y
                     services expansion         track?)
 38
    PSS-Older        Critical Client Outcome:    # of days     702         660      675      685      700           700        666       673          694    711              711          11                  Increase the number of days a person stays in our service by
 39 Adults
                     Lengthened stay                                                                                                                                                                           5%
                     Improved Process: Group       # of         Y             20       16       16        16         68         36        42           27        6            111          -10            43 Each CLS unit will provide 4 group opportunities of advocacy,
                     opportunities                events                                                                                                                                                     education or marketing to people within the apartment
 40                                                                                                                                                                                                          complex.
      PSS-           Critical Client Outcome:      # of        135         120      130      145      165           165        189       176          182    176              189          11                  165 people who we support will have a social role in the
      Disabilities   Social role                  people                                                                                                                                                       community, an increase of 22% over last year.
 41
                     Improved Process: Staff       # of        70%             0       20       30        20         70          0        20           15       15             50          (5)           (20) 70% of the units' (homes') exembpt level staff will have in-
                     training                     homes                                                                                                                                                       depth training on social roles
 42




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls       Attachment A                                                                                                                                                                       43 of 51    11/15/11
            A                    B                   C            D           E       F       G        H         I           J         K          L             M             N             O            P                                     Q

  1   Fiscal Year 2011
  2                                                                                                   BALANCED SCORECARD ROLL-UP REPORT
  3                                                           Attachment A - CRITICAL CLIENT OUTCOMES & NEW/IMPROVED PROCESSES
  4   CLIENT MEASURES & INTERNAL BUSINESS PROCESS
  5                                                                                       Targets                                               Actuals
                                                  Unit of      Actual 10                                      FY 11                                                      FY 11 Actual      Qtly
  6  Data source    Measurement                   measure       TOTALS       Q1       Q2      Q3      Q4   Target Total      Q1        Q2         Q3           Q4         YTD Total      Variance YTD Variance Definition
    YHFR:           Critical Client Outcome: Risk  % of          88%          85%      85%     85%     85%         85%        86%        88%           88%      93%              89%            8%          4% Through LSS services provided, 85% of clients will have the
    Community-      reduction                     clients                                                                                                                                                      risk of harmful behavior reduced.
 43 Based
                    Improved Process: Data           # of    507 (last            0       0       1        1            2          0        0            0           0               0          (1)           (2) Establish a PQA process in each community-based program.
                    review                         program yr's measure                                                                                                                                           PQA = Program Quality Assessment.
                                                    s with   was # of
                                                     PQA        files)
                                                    imple-
 44                                                mented
      YHFR:         Critical Client Outcome: Risk    # of         32          < 50    < 50    < 50     < 50          < 200        31       29           31          41             132           9            68 Through LSS services provided, no more than 50 incidents will
      Residential   reduction                     incidents                                                                                                                                                      occur in each quarter.
 45
                    Improved Process: Staff      # of files       85                                                                                     0           0               0                           Crisis Prevention Intervention training. Tracking of these
                    training (CPI)                                                                                                                                                                               sessions will begin in 4th qtr.
 46
      YHFR:        Critical Client Outcome:        % of          92%           70%     70%     70%     70%            70%        50%   100%        100%         no                83%                        13% Families will increase their success of obtaining permanent,m,
      Housing Svcs Permanent housing             families                                                                                                    families                                            affordable housing after exiting the time-limited rental
                                                                                                                                                               left                                              subsidy program. Measurement is the percentage of familieis
                                                                                                                                                              during                                             that come out of the rental subsidy program and find
                                                                                                                                                               Q4                                                housing.
 47
                    Improved Process:                %           99%           95%     95%     95%     95%            95%    100%      100%        100%         100%              100%          5%            5% All case management staff will complete a transition plan with
                    Transition plans                                                                                                                                                                             families who are receiving a time-limited rental subsidy.
 48




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls            Attachment A                                                                                                                                                                    44 of 51    11/15/11
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C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls   Attachment A            49 of 51   11/15/11
               A                 B               C          D              E          F           G         H              I            J          K            L         M             N            O            P                Q

  1   Fiscal Year 2011
  2                                                                                  BALANCED SCORECARD ROLL-UP REPORT
  3
                                                                Attachment B - KEY PERFORMANCE INDICATORS (KPIs)
  4   FINANCIAL

  5                                                                                             Targets                                                      Actuals
                                               Unit of   Actual 10                                                    FY 11 Target                                                  FY 11 Actual
  6     Data source    Measurement             measure    TOTALS          Q1         Q2           Q3        Q4            Total        Q1         Q2           Q3         Q4         YTD Total Qtly Variance YTD Variance Definition
      Adoption         Month end billing         $            $1,703       $445       $330         $425      $364           $1,564      $472       $484         $636       $725          $2,317        $361         $753 in thousands
  7
      Advancement      Undesignated              $              $1,754     $924       $250         $292      $583          $2,049       $777       $259         $250       $545          $1,831          ($38)    ($218) in thousands
  8                    Donations
      Camp K           Camper/retreat days       #               8,736     1,100          600      2,500     5,275             9,475        916        334      2,194      5,078            8,522        (197)        (953)
  9
      CFCL             NA                        NA                NA          NA         NA          NA        NA               NA         NA         NA           NA        NA              NA
 10
      Refugees         # of arrivals             #                504          105        105         105       115             430          69         96           91       404            660          289          230
 11
    Counseling:        Billable hours            #              47,449    11,067     11,621       11,805    11,805         46,298      10,869     11,507       11,631     10,406         44,413      (1,399)      (1,885)
 12 Family-Based
    Counseling:        Billable hours            #              32,279     8,365      8,783        8,923     8,923         34,994       6,778      7,302        7,610      7,009         28,699      (1,914)      (6,295)
 13 Office-Based
    Counseling: TFC    Billable days of care     #              25,234     7,865      7,865        7,865     7,865         31,460       7,351      6,921        7,646      7,566         29,484          (299)    (1,976)
 14
    Disaster/Camp      # of Camp Noahs           #                  4            0          0           8        12              20           0          0            1        13             14            1            -6
 15 Noah
    Employment         NA                        NA                NA          NA         NA          NA        NA               NA         NA         NA           NA        NA              NA
 16
    Finance            KPIs issued by 7th        %               100%      100%       100%         100%      100%              100%     100%       100%         100%       100%             100%           0%           0%
                       workday after end of
 17                    qtr
      Financial Svcs   Active clients/Debt       #               3,652     4,054      4,329        4,604     4,879             4,879    3,783      3,716        3,719      3,709            3,783    (1,170)
                       Mgmt Programs -
 18                    cumulative
      Housing Dev      NA                        NA                NA          NA         NA          NA        NA               NA         NA         NA           NA        NA              NA
 19
    Human              NA                        NA                NA          NA         NA          NA        NA               NA         NA         NA           NA        NA              NA
 20 Resources
    Guardianship       % of hours billed to      %                66%          65%        65%         65%       65%             65%         67%        70%          62%       64%            66%          -1%           1%
 21                    FTE

C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls          Attachment B                                                                                                                                   50 of 51   10/25/11
              A                   B              C          D             E           F            G           H             I           J            K            L          M             N            O             P                Q

  1   Fiscal Year 2011
  2                                                                                  BALANCED SCORECARD ROLL-UP REPORT
  3
                                                                Attachment B - KEY PERFORMANCE INDICATORS (KPIs)
  4   FINANCIAL

  5                                                                                             Targets                                                         Actuals
                                               Unit of   Actual 10                                                     FY 11 Target                                                    FY 11 Actual
  6    Data source       Measurement           measure    TOTALS         Q1          Q2           Q3          Q4           Total         Q1          Q2           Q3          Q4        YTD Total Qtly Variance YTD Variance Definition
    Foster               Volunteer hours          #               308          88          87           69          51           295           90          85           84          34         293          (17)          (2) in thousands
 22 Grandparents
    Sr Companion         Volunteer hours         #               429           62          61           62          63            248          63          62           65          66           256            3             8 in thousands
 23
    Caregiver            Respite hours           #                13            3           3            3           3             12           4           3            3           3            13            0             1 in thousands
 24 Support
    Sr Nutrition         Meals served            #              1,206         294         290          296         296           1,176        289         275          229         257          1,050         (39)         (126) in thousands
 25
    PICS                 # of active clients     #               692          710         728          746         767            767         717         729          773         784           784           17
                         (FSE Svcs -
 26                      unduplicated count)
      PSS-Older Adults People served             #               104           82          82           82          82             82          84          82           72          40            84          (42)
 27
      PSS-Disabilities   Occupancy               %               96%          95%         95%          95%         95%            95%        95%          94%          95%        96%            95%           1%            0%
 28
    YHFR: Comm-          Total contribs &        $         $206,191     $36,030     $36,030      $36,030     $36,030      $144,120 $164,174         $58,522      $53,664     $35,962      $312,322           ($68)   $168,202
 29 Based                congreg (TR & UR)
    YHFR:                Occupancy (% of         %               67%          73%         73%          73%         73%            73%        66%          74%          72%        67%            70%          -6%           -3%
 30 Residential          capacity)
    YHFR: Housing        Occupancy rate, on-     %                NA          93%         93%          93%         93%            93%        94%          98%                                    96%
    Svcs                 site based
 31




C:\Docstoc\Working\pdf\a7feefad-519a-4a08-96dd-7098397e155f.xls         Attachment B                                                                                                                                         51 of 51   10/25/11

								
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