Strategic Planning Report

In the autumn of 2002, the need for a long-range plan became apparent as the Board of Directors and
Executive Director began to think about more aggressive fundraising. Successful fundraising
involves the development of strategies that grow out of the organizations plans for specific projects
and programs. Successful fundraising also requires a year or more of lead time. It also became clear
to the Board that there was a need for consensus on PSALMs priorities before a long-range plan
could be developed.

To this end, a Strategic Planning Retreat was held on February 28-March 1, 2003, in Santa Rosa,
California, hosted by St. Seraphim (OCA) parish. Participating in the retreat were five Board
members, two Advisory Council members, the Executive Director and four PSALM
members/volunteers. Acting as facilitator for the weekend was Fr. John Reeves, of State College,
Pennsylvania.

The results of the retreat were:

• Consensus on a very clear list of core values
• A refined mission statement
• A rough draft of a three-year timeline of goals
• Greater sense of ownership and belonging by those who participated

In the three months after the retreat, the Board of Directors approved the formation of several new
committees, the existence of which will streamline the administration of the organization and make it
possible for PSALM to accomplish its ambitious goals. Some of these committees have been staffed
and others are yet to be staffed with qualified volunteers.

In the next three months, the following tasks must be accomplished:

• Refine goals and timeline
• Develop action plans for each goal and corresponding budgets
• Put plan into document form

Listed below are some of the goals which emerged in the Strategic Planning retreat. These goals will
be prioritized and then have specific action plans designed for them, including proposed budgets.

1. Administration

• Strategic Plan continued to completion (by Planning Committee)
• New administrative structure identified (by Administrative and Staffing Committee)
  • List of positions
  • Job descriptions
  • Policies and procedures
  • Competency Review process
  • Operations manuals

Board Development (by Board)

Criteria for new board members

Job description for board members

New board members recruited