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EXECUTIVE SUMMARY: LONGER TERM BUSINESS DEVELOPMENT PLANS – 2012/13 – 2016/7
Vision: a world in which older people flourish; and
Mission: to improve the lives of older people and to promote dignity, respect and diversity
Key Objectives Actions Timelines
1. Develop and grow services and activities Grow the turnover from the present £2M
to sustain and develop the Charity now to £3M within 3 years and £5M in 5 years. £3m – 2014/15
and into the future. To achieve this through developing
income raising services such as Personal £5M – 2016/7
Care and Sitting, Help in the Home,
Personal Assistant services, Training,
Products and Services and Retail.
Fundraise to support charity services –
Information and Advice and Volunteering 2012/13
and Befriending - to meet Age UK Flagship
requirements.
Re-development of Park Street and 2012/13 – 2014/15
Sixfield Close to provide accessible service
access points and back office services.
2. Maximise income raising potential and Develop self generated income to achieve
develop into emerging and new markets. a greater degree of financial
independence – with a focus on people
able to self fund services and people with Appoint a Fundraiser in 2012/13 – on a
personal budgets. basic salary plus bonus linked to
New market areas to include – PA performance with a remit of developing
Services, Retail and Training. and implementing a fundraising strategy
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Drive on donations, bequests, legacies & to meet or turnover targets set out at 1
sponsorship including corporate above.
sponsorship.
Maximise opportunities from Grant
Making Trusts such as BIG Lottery.
Develop a greater degree of cross
promotions and cross selling between the 2012/13 and ongoing
various services and activities provided by
Age UK Lincoln
3. Respond to external market conditions Take maximum advantage of growth
arising from changing demographics, opportunities presented by this objective
personal budgets, self funders, local and by: developing close working relationships
central government policy initiatives e.g. with Local Commissioners e.g. Ongoing
Lincolnshire Adult Social Care and North
NHS Reforms and the Big Society.
West Clinical Commissioning Group;
exploring other market opportunities
working with other provider partners;
responding to tender opportunities.
Providing new services and activities that
attract younger older people to access 2012/13 – 2013/14
our services – hold a consultation exercise
to find out how we can attract people 50+
4. Continue to develop as a customer Provide more advance customer care 2012/2013 – with an annual refresh
focused organisation. training for all front facing staff.
Develop a more sophisticated customer 21012/13 – with a bi-annual review and
feedback system with regular evaluation system refinement
to inform what we provide and how we
provide it.
5. To promote and market services to raise Review and revise our marketing strategy
brand awareness and attract a wider – with external marketing specialist
range of customers. support, tapping into resources at Lincoln
University – with the aim of: getting our 2012/13
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message across to a wider audience; and
attracting younger/older people – 50+.
Using new communication methods
including internet and social networking
6. Nurture, develop and train staff to Draw up workforce development plans
support personal and organisational following completion of staff appraisals –
growth. link to personal and organisational
aspirations. 2012/13
Review reward and recognition systems
and link to personal performance – for
recruitment and retention purposes.
7. To become an effective and efficient Establish a more sophisticated quality
organisation committed to the provision assurance system[s] – linking to external Ongoing
of quality services. accreditation – e.g. CQC, CLS, IiP, ISO 9000
etc.
Regular review and audit of systems and 2 yearly
procedures to achieve maximum
efficiency and effectiveness.
Regular procurement review of goods and Yearly
support services for logistical support to
Age UK Lincoln.
8. Provide strong and dynamic leadership Develop a clear sense of purpose for the
and a businesslike approach to running organisation, with effective management
the Charity. and organisational systems including 2012/13
planning, communications, staff
engagement – training and development,
and resource management.
Have a clear link between service
development and delivery with resource 2012/13
usage and management – cost centre
approach.
Continue to develop a ‘can do’ approach
and attitude with staff teams and Ongoing
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volunteers.
9. Deliver sound resource and financial By improving fundraising and developing
management. into new markets aim to grow the
business and the surplus, in line with 1
above, for investment purposes – with a
minimum aim of achieving a balance 2012/13 and ongoing
budget.
Maintain a healthy reserve and
investment fund – at least 10% of annual
turnover.
Invest reserves in funds that provide
maximum return.
10. Deliver good governance. To develop governance arrangements by
having an appropriate mix of specialism’s
within the Board of Trustees – with
regular full Board and Committee
meetings.
To appoint 2 further Trustees with 2012/13 and ongoing
business management and care
backgrounds.
Provide appropriate training and support
to Trustees.
Review and revise the Constitution and
Memorandum and Articles to take into
account the new Age UK arrangements.
11. Products and Services T o provide products and services that
meet FSA and Age UK Enterprises 2012/13 and ongoing
requirements.
Achieve commission of at least £45K per
year.
12. Develop effective partnership Further develop partnership working with
statutory and voluntary sector partners 2012/13 and ongoing
across Lincolnshire, regionally and
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nationally, particularly with Age UK
This Executive Summary will be underpinned by detailed business/ operational plans for each of the core service areas.
