Strategic Plan Request for Proposals. March 2018

Transcription

1 Strategic Plan Request fr Prpsals March 2018 Cntact: Denyse Newtn, Executive Directr Alzheimer Sciety Durham Regin Champlain Avenue Whitby, Ontari L1N 9B2 (905) ext 5223

2 TABLE OF CONTENTS Timeline 3 Backgrund 3 Purpse 3 Scpe 4 Anticipated Prcess fr Strategic Plan Develpment 5 Prpsal 6 Criteria fr Evaluating Success f the Prject 7 Applicatin Review Criteria 7 Reference Checks 8 2 P a g e

3 TIMELINE March 31, 2018 April 23, 2018 May 4, 2018 May 14 June 15 June 19, 2018 July 1 Sept 30 Octber 31, 2018 Release Request fr Prpsals Cnsultant questins due Prpsal deadline. Prpsals t be submitted via t Denyse Newtn at dnewtn@alzheimerdurham.cm Interview cnsultants Cnsultant selected & advised Public Cnsultatin perid Cnsultant s reprt due BACKGROUND The Alzheimer Sciety f Durham Regin ( ASDR ) is a nt-fr-prfit charitable rganizatin whse missin is t imprve the quality f life fr thse living with Alzheimer s disease and related dementias, their care partners and families, and the cmmunity at large thrughut Durham Regin. ASDR is nearing its 40 th year f peratin. In Durham Regin, it is estimated that 10,000 peple live with Alzheimer s disease r a related dementia with this number expected t duble in the next 15 years. The current Visin, Missin & Values f ASDR can be fund in the attached Appendix A. With a staff rster f 28, ASDR prvides educatin and supprt t persns living with dementia and his/her caregiver & family (1:1 and grup), public educatin, and scial/recreatinal prgramming. Our perating budget f $2.4 millin ( ) is funded thrugh the Central East LHIN, private dnatins and ther fundraising effrts. An rganizatinal chart and Bard rster has been included as Appendix B. Fr mre infrmatin, please visit PURPOSE ASDR is seeking prpsals frm qualified cnsultants and/r cnsulting firms t assist in the develpment f a fur-year cmprehensive strategic plan that will fcus n the rganizatin s values, services and visin fr the future. Strategic plans have been develped and are available frm the Alzheimer Sciety f Ontari (ASO) and the ASiO (the prvincial federatin cnsisting f the 29 lcal AS lcal chapters). The ASiO 3 P a g e

4 updated strategic plan will be available in May Our strategic plan must be cnsistent with these as well as meeting the current bjectives f the Central East LHIN and its Integrated Health Service Plan (IHSP). The successful candidate, in cnsultatin with the Bard and ur key stakehlders, will use the abve plans as a base t prepare a cmprehensive plan which wuld map ut the strategic directin fr ASDR fr the next 3-5 years. Our stakehlders include the Bard f Directrs, staff, clients and caregivers, ther Alzheimer chapters (particularly thse in the CE LHIN) and cmmunity partners. Prpsals must be received n later than May 4, 2018 at 4:30 p.m. t Denyse Newtn, Executive Directr at dnewtn@alzheimerdurham.cm. Please qute RFP Strategic Plan in the subject line. SCOPE The cnsultant shall, at minimum, accmplish the fllwing: Planning Activity and Final Deliverable 1. Design and execute a strategic visining and cmprehensive planning prcess including cnsultatin with ASDR Bard f Directrs, staff, users f ASDR services and key cmmunity partners 2. Develp an actinable fur-year strategic plan 3. Develp recmmendatins regarding the plan s implementatin and supprt structure Research It is anticipated that these tasks will be accmplished thrugh a cmbinatin f activities, such as: Fcus grups, interviews, and/r any ther methd that will be useful in receiving stakehlder and cmmunity input Facilitated grup meetings with partners t create cnsensus regarding a strategic plan (including gals, bjectives, strategies, and tactics) Review and present available related data and stakehlder strategic plans as well as any relevant research and best practices. The cnsultant will have knwledge and experience in: Nn-prfit trends/issues Research methdlgy Public cnsultatin Market research Statistical analysis Presentatins Wrking with multiple stakehlders Demnstrated knwledge f the healthcare/cmmunity supprt sectr in Durham Regin 4 P a g e

5 ANTICIPATED PROCESS FOR STRATEGIC PLAN DEVELOPMENT ASDR seeks the cnsultant s recmmendatins regarding the best prcess t develp an actinable strategic plan t be cnducted in tw stages. Stage 1. Visin and key Strategic Directin and gals This stage includes cnsensus building amng the key infrmants t: a) Cnfirm that the current strategic visin and missin: Is still relevant Is clearly stated Is cmpelling Is timely Describes a clear and present need Mtivates peple t act Is a wrthwhile challenge Is audacius b) Identify key strategic directins & gals after cnsultatin with clients, inclusive f persns living with dementia and care partners, Bard f Directrs, staff,and key cmmunity partners, This stage shuld prduce the substantive dcumentatin and slutins needed fr infrming the strategic planning prcess. Stage 2. Write the strategic plan Utilizing infrmatin frm the first stage, this stage will include the develpment f an actinable strategic plan that will serve as the verall blueprint fr ASDR s actin plans fr the next three years. This plan shuld include: An Executive Summary f the main findings, including key recmmendatins numbered and pririty ranked A cmprehensive, detailed plan that identifies: Visin & Missin Key Strategic Directins Gals Objectives Strategies Tactics Stakehlders and their rles Measures Outcmes 5 P a g e

6 Supplementary infrmatin shuld include: Initial cmmunicatins strategies (What are the key messages? Wh are the targets fr thse messages? Hw are the messages delivered? Wh delivers the messages?) Key values and guiding principles t assist directin and decisin making A detailed strategic planning prcess mdel cmplete with key milestnes and timelines Perfrmance measurement tls during the implementatin phase Strategic areas f fcus and service pririties fr the next 4 years Services and prgrams (bth current and new) that will supprt gals, including ptential external partnerships A review f the current status f ASDR s rganizatin, including existing plans, plicies, financial status, lng-term gals and ther relevant, related research deemed necessary Cpies f any cmmunicatin items such as newsletters, publicatins, media releases, public meeting agendas, website updates etc PROPOSAL: Prpsals must include the fllwing: General Infrmatin The cnsultant understands that the scpe f wrk requested may be cnducted by a single cnsultant, a cnsultant grup, r by a partnership f cnsultants. The prpsal shuld prvide the name, title, address, telephne number, fax number and address fr each persn engaged in scpe activities. Further, if a cnsultant grup r partnership f cnsultants is prpsed, the prpsal shuld indicate wh will serve as the pint persn fr the purpses f this RFP and the engagement. Cnsultant Qualificatins T accmplish the scpe requested, the cnsultant will need t pssess the fllwing qualificatins: Experience at successfully develping cnsensus-based strategic plans Knwledgeable f cllective impact r cllabrative strategic initiatives Strng facilitatin skills Knwledgeable f the nn-prfit sectr and issues Knwledge f the current healthcare sectr Wrking knwledge f the healthcare & cmmunity supprt systems in Durham Regin Experience at creating a neutral envirnment fr, and sliciting input frm, individuals frm varius sectrs Experience at gathering and utilizing data t infrm the strategic planning prcess Knwledgeable in marketing, cmmunicatins, and branding Knwledgeable in resurce develpment Wrk Plan The prpsal shuld cntain a detailed descriptin f the activities t be cnducted by the cnsultant in rder t cmplete the requested scpe f wrk, including: The specific activities t be cnducted at each stage A timeline fr the activities at each stage 6 P a g e

7 Milestnes and deliverables tied t thse activities A detailed budget fr each stage, alng with a prpsed payment schedule tied t prject milestnes and/r deliverables. Overall budget shuld nt exceed ten thusand dllars ($10,000). Criteria fr Evaluating Success f the Prject The Bard f Directrs will deem this a successful prject when they are given a clear reprt which utlines the strategic directins, areas f imprvement and a recmmended actin plan. The plan must build upn the Alzheimer Scieties in Ontari s Strategic Plan and reference ther studies and plans. Previus strategic and ther plan materials will be prvided t the cnsultant as backgrund infrmatin upn request. References The prpsal shuld include three references f individuals wh can speak t their experience with the cnsultant in cnducting prjects f similar scpe. Infrmatin regarding each reference shuld include the individual s name, address, telephne number, and address. Previus Wrk Prduct The prpsal shuld include at least tw examples f written wrks similar t the scpe f wrk requested within this RFP (e.g., strategic plan). APPLICATION REVIEW CRITERIA The prpsals will be reviewed and evaluated based n the fllwing criteria: 1. Qualificatins (35 pints) 2. Scpe f Prpsal (30 pints) The cnsultant has the qualificatins needed t successfully cmplete the scpe f wrk The cnsultant has prir experience wrking n similar prjects The Cnsultant has extensive wrking knwledge f healthcare and cmmunity services in Durham Regin The prpsal demnstrates an understanding f the prject bjectives and desired results The prpsal illustrates an apprach t the scpe f wrk that will likely lead t the successful develpment f an actinable strategic plan The prpsal illustrates the cnsultant s ability t successfully execute the prpsed apprach The prpsal includes an apprpriate prcess t interact with the Bard members and cmmunity stakehlders 7 P a g e

8 3. Wrk Plan (25 pints) The prpsal adequately details prject activities and milestnes r deliverables assciated with each stage f the scpe f wrk The prpsal includes a detailed timeline fr each stage The wrk can be cmpleted within the prject timeline 4. Budget (10 pints) The prpsal includes a detailed budget fr each stage f the scpe f wrk Prpsed csts are reasnable Prpsed schedule f payments crrespnds apprpriately with tasks, milestnes r deliverables REFERENCE CHECKS Infrmatin frm references will be evaluated using the fllwing criteria. The evaluatin will be labeled as satisfactry r unsatisfactry. References (Satisfactry/Unsatisfactry) The reference wuld hire the cnsultant again The riginal Scpe f Services was cmpleted within the specified timeline Interim deadlines were met in a timely manner The cnsultant was respnsive t the referee s needs The cnsultant anticipated prblems, and slved them quickly and effectively The riginal Scpe f Services was cmpleted within the prject budget Cnsultants may be asked t participate in an interview t further gauge their fit and ability t wrk n this prject. If needed, interviews will be scheduled t take place between Cnsultant selectin will be based n the cnsultant s written prpsal and the results f the reference checks. 8 P a g e

9 SCHEDULE A Visin T live in a cmmunity where peple with Alzheimer s disease and related dementias are accepted and supprted in their envirnment Missin T imprve the quality f life f peple with Alzheimer s disease r a related dementia and their care partners. Values Accuntability We take persnal respnsibility fr using ur resurces efficiently, achieving measurable results, and being accuntable t individuals living with dementia, their care partners, ur funders and ur cmmunity Cllabratin We respect and value each ther, thrive n ur diversity and wrk with partners t leverage ur cllective strength in making a difference fr thse we serve. Respect We act in ways that hnur the dignity, uniqueness and wrth f every persn. Excellence We strive t be the best at what we d and a mdel fr thers t fllw. Innvatin We are cmmitted t finding new ways t enhance the quality f life fr thse living with dementia and their care partners Empwerment We supprt individual s rights t ask fr what is needed t imprve his/her quality f life. 9 P a g e

10 SCHEDULE B 10 P a g e