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LBWN Staffing Study

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by

James Carlson

on 30 September 2014

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Transcript of LBWN Staffing Study

PRESENT
NEIGHBOR OUTREACH
Jeremy Belot
Director of Projects
Community Safety Network
2.1 Ensure a clean and safe neighborhood by promoting positive behaviors
2.2 Build a sense of safety throughout the neighborhood by creating a neighbors' network
2.3 Increase and improve communication among neighbors, landlords, business owners, community organizations, and law enforcement
Social Engagement
3.1 Build leadership among neighbors
3.2 Promote new opportunities for social interaction
3.3 Develop partnerships with community service organizations to meet our neighbors' needs
Youth Education And Leadership
4.1 Partner with local schools to engage students in healthy living, academic achievement, leadership development, and community service programs
4.2 Encourage youth to pursue a post-secondary education
4.3 Prepare youth for the workforce by connecting them with job-readiness resources
4.4 Identify community sites for youth programs and attract youth service organizations
Community Identity
5.1 Increase awareness and build accurate perceptions of Layton Boulevard West
5.2 Use the arts to build community identity and create a sense of place
5.3 Retain existing homeowners and attract new homeowners
Healthy Living
6.1 Increase knowledge about nutrition and promote access to healthy food choices
6.2 Increase access to free or affordable fitness, sports, and recreation activities
6.3 Promote a more pedestrian- and bike-friendly environment
6.4 Educate the community about environmental issues, and promote strategies to create eco-friendly, sustainable neighborhoods
Economic Development
7.1 Identify and promote the neighborhood's potential for economic development
7.2 Develop a long-term initiative that promotes existing businesses, encourages the establishment of new businesses, and advocates for innovative business practices
7.3 Provide opportunities for residents to reach their financial goals
Neighborhood Appearance
1.1 Promote the improvement of homes and commercial buildings
1.2 Engage residents and partners in improving the appearance of public spaces
1.3 Enhance the neighborhood's appearance through the creation of public art
Quality of Life Plan
Strategic Plan Elements
Catalytic Projects
School Model
Block
Greenfield Avenue Improvements
Layton Boulevard West Legacy Homes
Pierce Street
Resource/Community Center
Turnkey
Homes
Arlington Heights
Park
Burnham Park
Silver City Commercial Corridor
Welcome
to our Community!
Farmers' Market
Lisa Mecha
Finance Manager
Functional:
Finance, Administrative/Office, some Human Resources
Charlotte
John-Gomez
Executive Director
Functional:
Strategy Design / Project Development, Partner Cultivation, Fund Development, Human Resources, Board Governance, oversight of all functions
Projects:
Real estate development programs
Dan Adams
Neighborhood Plan Coordinator
Functional:
IT, Data, Neighbor Outreach, Grant Management, Partnership Cultivation
Overall Quality of Life Plan implementation
Strategies:
Community Identity & Neighborhood Appearance
Catalytic Projects:
Burnham Park, Welcome to our community
Other Projects:
(CI) Arts and community improvement projects - murals etc, safety projects - alley lights, etc. Facilitating projects happening through other orgs
Natanael Martinez
Economic Development Manager
Kate Wolf
Home Improvement Coordinator
Functional:
Some Data & Marketing (as applies to role), Neighbor Outreach, Direct Service
Strategies:
Neighborhood Appearance
Other Projects:
In House Matching Grant, TIN program, other home improvement efforts/resources
Brianna Perez
Community Outreach Manager
Functional:
Neighbor Outreach, some Marketing & Event Coordination
Strategies:
Neighborhood Appearance, Community Safety, Social Engagement, Economic Development, Community Identity
Catalytic Projects:
Arlington Heights Park
Other Projects:
General community improvements & Block Projects
Jezamil
Vega-Skeels
Neighborhood
Planner
Functional:
Program Management, Neighbor Outreach
Overall Quality of Life Plan implementation
Strategies:
Healthy Living, Youth Education & Leadership
Catalytic Projects:
School Model Block, Turnkey Homes, bits of others (Pierce Street, Farmers Market, etc.)
Other Projects:
Water Matter Initiative, Mobile Bike Hub
Danielle McLean
Event Coordinator
Functional:
Event Planning (and related Marketing, Data, Fund Development & Outreach)
Other Projects:
Executive Breakfast, Mining for Silver, International Food & Art Walk
Tim Hoye
Turnkey Project Assistant
Functional:
Accounting, Data, Marketing, minor Neighbor Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
LIHTC-24, help other depts as needed (Neighborhood Coordinator, Economic Dev)
Jorian Giorno
Mobile Bike Hub Coordinator
Strategies:
Youth Education & Leadership
Other Projects:
Mobile Bike Hub
Will Sebern
Director of Fund Development & Communication
Functional:
Communications, Fund Development/Grant Management
Functional Areas
Accounting / Compliance
Communications & Marketing
Fund Development / Grant Management
Strategy Design / Project Development
Data tracking, analysis, & evaluation
Partnership Cultivation
Neighbor Outreach
Business Outreach
Event Coordination
IT/ Infrastructure
Staff Members
Functional:
Some past/informal Neighbor Outreach / Business Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
Low Income Tax Credits, Affordable Housing Real Estate Development
Functional:
Business Outreach/assistance, Marketing, Event Planning
Strategies:
Economic Development
Catalytic Projects:
Silver City Commercial Corridor
Other Projects:
Charrettes session, Business recruitment, commercial property improvements, business assistance/relationships
Other projects and activities that
advance plan strategies...
Mobile Bike Hub
Most Improved Home Contest
Block clubs
And more...
EXISTING STRUCTURE
DISCOVERIES
WHAT'S WORKING
High functioning organization/staff overall
PAIN POINTS
Unclear role boundaries
WHAT'S NEEDED
Clearly defined responsibilities and boundaries for positions that are working on multiple projects
Program Management
Administration
WHAT STAFF ENJOY MOST
Variety of the work

Flexibility (of hours, personal approach, etc.)

Specific aspects of position that fits with their passions

Supporting LBWN's mission, improving people's lives
CORE VALUES
We work to break down stigma about the near south side as a place to live.
DAN
GOALS
Overview:

Play a key role in creating substantial neighborhood physical changes, to helping facilitate substantial private investment in the neighborhood through business expansion, real estate developments, and private investments in the housing stock.
Learn:

Real estate development process (LBWN activities such as rent to own homes, affordable housing development, rehabbing commercial storefronts)
Focus:

Substantial public improvement projects (parks, bike/pedestrian infrastructure, schools, and so on)
ROLE
SKILLS
Urban Design and Planning Experience
Project Management
Resident and Partner Communication and Outreach
Relationship Building
Excellent personal communication skills
Speak Spanish
Meeting Facilitation
Grant Writing and Reporting
Data analysis and collection
IT Skills
Google Apps Administrator
Atrium Administrator
Adobe Products (InDesign, Photoshop, Illustrator)
Social Media Savy (Facebook, Twitter, YouTube, LinkedIn)
Limited network support ability
Some GIS knowledge
Title:
Neighborhood Plan Coordinator
Functional:
IT, Data, Neighbor Outreach, Grant Management, Partnership Cultivation
Strategies:
Community Identity & Neighborhood Appearance
Catalytic Projects:
Burnham Park, Welcome to our community
Other Projects:
(CI) Arts and community improvement projects - murals etc, safety projects - alley lights, etc. Facilitating projects happening through other orgs
LISA
GOALS
Overview:

Wants to continue on with current role, but do so at a higher level.
Learn:

Higher level accounting knowledge
Focus:

Streamline focus on finance by reducing responsibility for office management
ROLE
SKILLS
Accounting & finance
Detail minded
Excel spreadsheet master
Organized
Personable
Level headed
Title:
Finance Manager
Functional:
Finance, Administrative/Office, some Human Resources
ADMINISTRATION
FUNCTIONS
JEZAMIL
GOALS
Overview:

Move away from community programs and neighbor outreach, toward neighborhood planning and development, real estate development. Serve as a "neighborhood development specialist."
Learn:

More about real estate development (managing contract, site visits, bid estimates, etc.) In alignment with acceptance to ACRE program
Focus:

Continue working with Turnkey Home program
Built environment development and renovation
Working with City of Milwaukee departments
Developing visions and ideas for neighborhood development
ROLE
SKILLS
Design/build
Neighborhood Planning & Development
Commissioner at City Plan Commission
Creative thinking
Time Management
Graphic Design
Public Speaking (for presentations, not a fan of TV)
Good Listener
Title:
Neighborhood Planner
Functional:
Program Management, Neighbor Outreach
Strategies:
Healthy Living, Youth Education & Leadership
Catalytic Projects:
School Model Block, Turnkey Homes, bits of others (Pierce Street, Farmers Market, etc.)
Other Projects:
Water Matter Initiative, Mobile Bike Hub
DANIELLE
GOALS
Overview:

Interested in working in Event Coordinator role full time, and doing more fundraising events throughout the year.
Learn:

Ideas for fundraising events
Focus:

Continue with and expand current role
Enjoy involvement with things like website committee

ROLE
SKILLS
Building partnerships (come from a good network, take with her - sponsors, etc.)
Liasing between people - taking ideas from people in committee, taking back and making into an action (role of an event planner - carrying out people’s ideas)
Flyer design / Graphic design
Seeing the bigger picture, while knowing every single detail going in (detail oriented)
Strategic planning
Background: social policy, political science (degree)
Lobbying (interned in DC)
Press releases, grant writing/reporting, media relations, public relations, marketing
Title:
Event Coordinator
Functional:
Event Planning (and related Marketing, Data, Fund Development & Outreach)
Projects:
Executive Breakfast, Mining for Silver, International Food & Art Walk
WILL
GOALS
Overview:

Ideal role something like "Director of Communications and Partnerships."
Learn:

More complete understanding of Adobe Creative Suite
How to film/edit videos
Management/supervision of other staff possibly
Continue developing Writing/Public Speaking
Focus:

Continue with Communications work
Might enjoy Fund Development more if it weren't so heavy on grant management
Would enjoy taking on responsibility for partnership cultivation

ROLE
SKILLS
Relationship/partnership building
Working with the media
Ability to develop concise, informative messaging
Writing (speeches, newsletters, web content, grants)
InDesign (limited)
Project management
Understanding the neighborhood context of our work
Balancing forward-looking vision with reality
Delegation of tasks/projects
Public speaking
Consensus building
Bilingual Writing/Speaking (English-Spanish)
Title:
Director of Fund Development and Communication
Functional:
Communications/Marketing, Fund Development, Grant Management
BUSINESS OUTREACH
NATANAEL
GOALS
Overview:

Enjoys working in the economic/business development area and feels that the Event Coordinator position has helped him focus more.
Learn:

How to better empower neighbors to take on projects
Web design, tools, and marketing strategies for businesses
Focus:

Would like to focus on businesses farther along in the process and refer out for startups
Would appreciate any ways that paperwork burden (grant management, CRM entry, etc.) could be reduced or streamlined
Would be okay if Will took on Silver City website/social media so he could focus on marketing for area businesses work with
Would like to focus on more events that help area businesses
ROLE
SKILLS
Proficient in professional software to create documents and presentations
Bilingual in English and Spanish
Able to gain trust with business owners, follow up with them on their needs
Creative
Outgoing and able to connect with people at community events
Title:
Economic Development Manager
Functional:
Business Outreach/assistance, Marketing, Event Planning
Strategies:
Economic Development
Catalytic Projects:
Silver City Commercial Corridor
Other Projects:
Charrettes session, Business recruitment, commercial property improvements, business assistance/relationships
CHARLOTTE
GOALS
Overview:

Would like to reduce time spent on administrative details in order to work more with the board and engage philanthropists and investors.
Learn:
How other Executive Directors of CDC’s have grown their organizations and increased their impact
Nuts and bolts of real estate development
Technology skills like creating a prezi

Focus:

Increase engagement with the board
Be more visible publicly
Support from an administrative assistant would be helpful
ROLE
SKILLS
Can translate ideas/vision to reality
Creating new strategies to address challenges/opportunities
Persistent in finding and implementing a solution when faced with a challenge
Listen to a situation and identify possible options
Human Resources
Budget development and monitoring
Grant writing
Relationship building
Contract monitoring
Board and elected official relations
Title:
Executive Director
Functional:
Strategy Design / Project Development, Partner Cultivation, Fund Development, Human Resources, Board Governance, oversight of all functions
Projects:
Real estate development programs
FUND DEVELOPMENT
BRIANNA
GOALS
Overview:

Interested in making the Community Outreach Manager position as effective as possible, streamlining processes, and so on.
Learn:

What really brings change? What does change look like?
How do you, or CAN you, change perception without gentrifying an area? Is that a concern?

Focus:

Increasing the effectiveness of the Community Outreach Manager position
Clarifying what it does and does not do
ROLE
SKILLS
Good Excel user; quick to learn various other programs (minimal skills with Adobe CS, GIS, Google Sketch Up)
Bilingual
Bicultural
Thoughtful; ask questions and can think through all options
Can see how things are connected and/ how they influence one another
Research /analysis skills
Title:
Community Outreach Manager
Functional:
Neighbor Outreach, some Marketing & Event Coordination
Strategies:
Neighborhood Appearance, Community Safety, Social Engagement, Economic Development, Community Identity
Catalytic Projects:
Arlington Heights Park
Other Projects:
General community improvements & Block Projects
JORIAN
GOALS
Overview:

Interested in taking on a (full time) role that involves project management and infrastructure planning
Learn:

How project management & planning work in non-profit setting
More formal landscape design tools & principles
Focus:

Possibly time to hand off the bike hub to a partner org
Enthusiastic about taking on new roles with LBWN
Would appreciate a full time position
ROLE
SKILLS
Software: CAD, Google SketchUp, Arc GIS, InDesign, Photoshop, Stata10 (statistical analysis software), SPSS (statistical analysis software)
Strong understanding of bicycle and pedestrian infrastructure
Strong knowledge of bicycle repair
Very comfortable with youth engagement, organizing, teaching, communication
Personable
Knowledgeable in planning process and landscape design
Knowledgeable land use and zoning law as well as bureaucratic process
Willingness to help or undertake tasks outside of role
Fast learner and meticulous when intrigued by an event or project
Analytical and rational problem solving ability (process based
without being conformed to a box).
Strong writing and editing ability
Typesetting and publication design
Conflict resolution and mediation
Title:
Mobile Bike Hub Coordinator
Strategies:
Youth Education & Leadership
Other Projects:
Mobile Bike Hub
GRANT MANAGEMENT
JEREMY
GOALS
Overview:

Wants to build on experience to continue growing the Turnkey program.
Learn:

Financial aspects of tax credit developments
Construction/building science
Focus:

Begin implementing larger scale developments
Explore/implement additional tax credit developments
Continue implementing developments with renewable energy systems
ROLE
SKILLS
Ability to see the big picture and actually implement the project in an cost and time efficient manner due to my experience and contacts.
Title:
Director of Projects
Functional:
Some past/informal Neighbor Outreach / Business Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
Low Income Tax Credits, Affordable Housing Real Estate Development
KATE
GOALS
Overview:

Interested in combining programs that are working, such as the matching grant, with the development of new resources for homeowners.
Learn:

Continue to learn more about the Latino community in Milwaukee, particularly in regards to immigration and legal status, and how that affects working within the system
Focus:

Would like to expand options available for home improvement resources
Interest in collaborating with researchers to produce community-based research that attempts to understand trends within different communities.
ROLE
SKILLS
Spanish fluent
Research & data analysis
Proposal writing
Negotiation
Listening - hearing both what has and hasn’t been said
Presenting/public speaking
Real Estate Salesperson licensed
CRM troubleshooting
Public notary
Title:
Home Improvement Coordinator
Functional:
Some Data & Marketing (as applies to role), Neighbor Outreach, Direct Service
Strategies:
Neighborhood Appearance
Other Projects:
In House Matching Grant, TIN program, other home improvement efforts/resources
NEIGHBOR OUTREACH
ACCOUNTING
COMPLIANCE
MARKETING
IT & INFRASTRUCTURE
TIM
GOALS
Overview:

Would enjoy taking on more responsibility in the Turnkey program.
Learn:

Neighborhood development
Continuing to learn about affordable housing development
Focus:

Would appreciate full time hours
Interested in getting more involved with contract process, home buying process
Enjoys marketing pieces more than accounting (though has been happy to help with that too)
ROLE
SKILLS
Project design
Communication & outreach
Marketing
Creating reports
Title:
Turnkey Project Assistant
Functional:
Accounting, Data, Marketing, minor Neighbor Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
LIHTC-24, help other depts as needed (Neighborhood Coordinator, Economic Dev)
PARTNERSHIPS
EVENTS
PROJECT DEVELOPMENT
STRATEGY DESIGN
PROGRAM MANAGEMENT
DATA
PROJECT
FUNCTIONAL AREA
PROGRAM
PERSON
COMMUNITY GOAL
Mobile Bike Hub
Most Improved Home Contest
Block clubs
And more...
School Model
Block
Greenfield Avenue Improvements
Layton Boulevard West Legacy Homes
Pierce Street
Resource/Community Center
Turnkey
Homes
Arlington Heights
Park
Burnham Park
Silver City Commercial Corridor
Welcome
to our Community!
Farmers' Market
PROJECTS / PROGRAMS
STRATEGIES
KEY
Social Engagement
Youth Education And Leadership
1.1 Promote the improvement of homes and commercial buildings
1.2 Engage residents and partners in improving the appearance of public spaces
1.3 Enhance the neighborhood's appearance through the creation of public art
3.1 Build leadership among neighbors
3.2 Promote new opportunities for social interaction
3.3 Develop partnerships with community service organizations to meet our neighbors' needs
Community Safety
Network
2.1 Ensure a clean and safe neighborhood by promoting positive behaviors
2.2 Build a sense of safety throughout the neighborhood by creating a neighbors' network
2.3 Increase and improve communication among neighbors, landlords, business owners, community organizations, and law enforcement
Neighborhood Appearance
1.1 Promote the improvement of homes and commercial buildings
1.2 Engage residents and partners in improving the appearance of public spaces
1.3 Enhance the neighborhood's appearance through the creation of public art
Economic
Development
7.1 Identify and promote the neighborhood's potential for economic development
7.2 Develop a long-term initiative that promotes existing businesses, encourages the establishment of new businesses, and advocates for innovative business practices
7.3 Provide opportunities for residents to reach their financial goals
Healthy
Living
6.1 Increase knowledge about nutrition and promote access to healthy food choices
6.2 Increase access to free or affordable fitness, sports, and recreation activities
6.3 Promote a more pedestrian- and bike-friendly environment
6.4 Educate the community about environmental issues, and promote strategies to create eco-friendly, sustainable neighborhoods
Community
Identity
5.1 Increase awareness and build accurate perceptions of Layton Boulevard West
5.2 Use the arts to build community identity and create a sense of place
5.3 Retain existing homeowners and attract new homeowners
DAN
GOALS
Overview:

Play a key role in creating substantial neighborhood physical changes, to helping facilitate substantial private investment in the neighborhood through business expansion, real estate developments, and private investments in the housing stock.
Learn:

Real estate development process (LBWN activities such as rent to own homes, affordable housing development, rehabbing commercial storefronts)
Focus:

Substantial public improvement projects (parks, bike/pedestrian infrastructure, schools, and so on)
ROLE
SKILLS
Urban Design and Planning Experience
Project Management
Resident and Partner Communication and Outreach
Relationship Building
Excellent personal communication skills
Speak Spanish
Meeting Facilitation
Grant Writing and Reporting
Data analysis and collection
IT Skills
Google Apps Administrator
Atrium Administrator
Adobe Products (InDesign, Photoshop, Illustrator)
Social Media Savy (Facebook, Twitter, YouTube, LinkedIn)
Limited network support ability
Some GIS knowledge
Title:
Neighborhood Plan Coordinator
Functional:
IT, Data, Neighbor Outreach, Grant Management, Partnership Cultivation
Strategies:
Community Identity & Neighborhood Appearance
Catalytic Projects:
Burnham Park, Welcome to our community
Other Projects:
(CI) Arts and community improvement projects - murals etc, safety projects - alley lights, etc. Facilitating projects happening through other orgs
LISA
GOALS
Overview:

Wants to continue on with current role, but do so at a higher level.
Learn:

Higher level accounting knowledge
Focus:

Streamline focus on finance by reducing responsibility for office management
ROLE
SKILLS
Accounting & finance
Detail minded
Excel spreadsheet master
Organized
Personable
Level headed
Title:
Finance Manager
Functional:
Finance, Administrative/Office, some Human Resources
ADMINISTRATION
JEZAMIL
GOALS
Overview:

Move away from community programs and neighbor outreach, toward neighborhood planning and development, real estate development. Serve as a "neighborhood development specialist."
Learn:

More about real estate development (managing contract, site visits, bid estimates, etc.) In alignment with acceptance to ACRE program
Focus:

Continue working with Turnkey Home program
Built environment development and renovation
Working with City of Milwaukee departments
Developing visions and ideas for neighborhood development
ROLE
SKILLS
Design/build
Neighborhood Planning & Development
Commissioner at City Plan Commission
Creative thinking
Time Management
Graphic Design
Public Speaking (for presentations, not a fan of TV)
Good Listener
Title:
Neighborhood Planner
Functional:
Program Management, Neighbor Outreach
Strategies:
Healthy Living, Youth Education & Leadership
Catalytic Projects:
School Model Block, Turnkey Homes, bits of others (Pierce Street, Farmers Market, etc.)
Other Projects:
Water Matter Initiative, Mobile Bike Hub
DANIELLE
GOALS
Overview:

Interested in working in Event Coordinator role full time, and doing more fundraising events throughout the year.
Learn:

Ideas for fundraising events
Focus:

Continue with and expand current role
Enjoy involvement with things like website committee

ROLE
SKILLS
Building partnerships (come from a good network, take with her - sponsors, etc.)
Liasing between people - taking ideas from people in committee, taking back and making into an action (role of an event planner - carrying out people’s ideas)
Flyer design / Graphic design
Seeing the bigger picture, while knowing every single detail going in (detail oriented)
Strategic planning
Background: social policy, political science (degree)
Lobbying (interned in DC)
Press releases, grant writing/reporting, media relations, public relations, marketing
Title:
Event Coordinator
Functional:
Event Planning (and related Marketing, Data, Fund Development & Outreach)
Projects:
Executive Breakfast, Mining for Silver, International Food & Art Walk
WILL
GOALS
Overview:

Ideal role something like "Director of Communications and Partnerships."
Learn:

More complete understanding of Adobe Creative Suite
How to film/edit videos
Management/supervision of other staff possibly
Continue developing Writing/Public Speaking
Focus:

Continue with Communications work
Might enjoy Fund Development more if it weren't so heavy on grant management
Would enjoy taking on responsibility for partnership cultivation

ROLE
SKILLS
Relationship/partnership building
Working with the media
Ability to develop concise, informative messaging
Writing (speeches, newsletters, web content, grants)
InDesign (limited)
Project management
Understanding the neighborhood context of our work
Balancing forward-looking vision with reality
Delegation of tasks/projects
Public speaking
Consensus building
Bilingual Writing/Speaking (English-Spanish)
Title:
Director of Fund Development and Communication
Functional:
Communications/Marketing, Fund Development, Grant Management
BUSINESS OUTREACH
NATANAEL
GOALS
Overview:

Enjoys working in the economic/business development area and feels that the Event Coordinator position has helped him focus more.
Learn:

How to better empower neighbors to take on projects
Web design, tools, and marketing strategies for businesses
Focus:

Would like to focus on businesses farther along in the process and refer out for startups
Would appreciate any ways that paperwork burden (grant management, CRM entry, etc.) could be reduced or streamlined
Would be okay if Will took on Silver City website/social media so he could focus on marketing for area businesses work with
Would like to focus on more events that help area businesses
ROLE
SKILLS
Proficient in professional software to create documents and presentations
Bilingual in English and Spanish
Able to gain trust with business owners, follow up with them on their needs
Creative
Outgoing and able to connect with people at community events
Title:
Economic Development Manager
Functional:
Business Outreach/assistance, Marketing, Event Planning
Strategies:
Economic Development
Catalytic Projects:
Silver City Commercial Corridor
Other Projects:
Charrettes session, Business recruitment, commercial property improvements, business assistance/relationships
CHARLOTTE
GOALS
Overview:

Would like to reduce time spent on administrative details in order to work more with the board and engage philanthropists and investors.
Learn:
How other Executive Directors of CDC’s have grown their organizations and increased their impact
Nuts and bolts of real estate development
Technology skills like creating a prezi

Focus:

Increase engagement with the board
Be more visible publicly
Support from an administrative assistant would be helpful
ROLE
SKILLS
Can translate ideas/vision to reality
Creating new strategies to address challenges/opportunities
Persistent in finding and implementing a solution when faced with a challenge
Listen to a situation and identify possible options
Human Resources
Budget development and monitoring
Grant writing
Relationship building
Contract monitoring
Board and elected official relations
Title:
Executive Director
Functional:
Strategy Design / Project Development, Partner Cultivation, Fund Development, Human Resources, Board Governance, oversight of all functions
Projects:
Real estate development programs
FUND DEVELOPMENT
BRIANNA
GOALS
Overview:

Interested in making the Community Outreach Manager position as effective as possible, streamlining processes, and so on.
Learn:

What really brings change? What does change look like?
How do you, or CAN you, change perception without gentrifying an area? Is that a concern?

Focus:

Increasing the effectiveness of the Community Outreach Manager position
Clarifying what it does and does not do
ROLE
SKILLS
Good Excel user; quick to learn various other programs (minimal skills with Adobe CS, GIS, Google Sketch Up)
Bilingual
Bicultural
Thoughtful; ask questions and can think through all options
Can see how things are connected and/ how they influence one another
Research /analysis skills
Title:
Community Outreach Manager
Functional:
Neighbor Outreach, some Marketing & Event Coordination
Strategies:
Neighborhood Appearance, Community Safety, Social Engagement, Economic Development, Community Identity
Catalytic Projects:
Arlington Heights Park
Other Projects:
General community improvements & Block Projects
JORIAN
GOALS
Overview:

Interested in taking on a (full time) role that involves project management and infrastructure planning
Learn:

How project management & planning work in non-profit setting
More formal landscape design tools & principles
Focus:

Possibly time to hand off the bike hub to a partner org
Enthusiastic about taking on new roles with LBWN
Would appreciate a full time position
ROLE
SKILLS
Software: CAD, Google SketchUp, Arc GIS, InDesign, Photoshop, Stata10 (statistical analysis software), SPSS (statistical analysis software)
Strong understanding of bicycle and pedestrian infrastructure
Strong knowledge of bicycle repair
Very comfortable with youth engagement, organizing, teaching, communication
Personable
Knowledgeable in planning process and landscape design
Knowledgeable land use and zoning law as well as bureaucratic process
Willingness to help or undertake tasks outside of role
Fast learner and meticulous when intrigued by an event or project
Analytical and rational problem solving ability (process based
without being conformed to a box).
Strong writing and editing ability
Typesetting and publication design
Conflict resolution and mediation
Title:
Mobile Bike Hub Coordinator
Strategies:
Youth Education & Leadership
Other Projects:
Mobile Bike Hub
GRANT MANAGEMENT
JEREMY
GOALS
Overview:

Wants to build on experience to continue growing the Turnkey program.
Learn:

Financial aspects of tax credit developments
Construction/building science
Focus:

Begin implementing larger scale developments
Explore/implement additional tax credit developments
Continue implementing developments with renewable energy systems
ROLE
SKILLS
Experience with the administrative requirements of funding sources (HOME, NSP, RON, HTF, Wells Fargo, Focus on Energy, Milwaukee Shines)
Ability to see the big picture and implement the project in an cost and time efficient manner due to experience and contacts
Ability to work with wide range of professions to complete development projects
Knowledge of Federal Affordable Housing Development Guidelines
Ability to navigate city planning and permitting departments
Acquisition, renovation and sale of blighted properties
Development budget planning
Property acquisition and sale
Sustainable development practices
Scope writing
Ability to assemble a development team
Construction management
Real Estate Negotiations
Grant writing
Volunteer management
Title:
Director of Projects
Functional:
Some past/informal Neighbor Outreach / Business Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
Low Income Tax Credits, Affordable Housing Real Estate Development
KATE
GOALS
Overview:

Interested in combining programs that are working, such as the matching grant, with the development of new resources for homeowners.
Learn:

Continue to learn more about the Latino community in Milwaukee, particularly in regards to immigration and legal status, and how that affects working within the system
Focus:

Would like to expand options available for home improvement resources
Interest in collaborating with researchers to produce community-based research that attempts to understand trends within different communities.
ROLE
SKILLS
Spanish fluent
Research & data analysis
Proposal writing
Negotiation
Listening - hearing both what has and hasn’t been said
Presenting/public speaking
Real Estate Salesperson licensed
CRM troubleshooting
Public notary
Title:
Home Improvement Coordinator
Functional:
Some Data & Marketing (as applies to role), Neighbor Outreach, Direct Service
Strategies:
Neighborhood Appearance
Other Projects:
In House Matching Grant, TIN program, other home improvement efforts/resources
ACCOUNTING
COMPLIANCE
MARKETING
IT & INFRASTRUCTURE
TIM
GOALS
Overview:

Would enjoy taking on more responsibility in the Turnkey program.
Learn:

Neighborhood development
Continuing to learn about affordable housing development
Focus:

Would appreciate full time hours
Interested in getting more involved with contract process, home buying process
Enjoys marketing pieces more than accounting (though has been happy to help with that too)
ROLE
SKILLS
Project design
Communication & outreach
Marketing
Creating reports
Title:
Turnkey Project Assistant
Functional:
Accounting, Data, Marketing, minor Neighbor Outreach
Strategies:
Neighborhood Appearance, Community Identity
Catalytic Projects:
Turnkey Homes
Other Projects:
LIHTC-24, help other depts as needed (Neighborhood Coordinator, Economic Dev)
PARTNERSHIPS
EVENTS
PROJECT DEVELOPMENT
STRATEGY DESIGN
PROGRAM MANAGEMENT
DATA
NEW HIRE
ROLE
SKILLS
Administrative support
Bookkeeping
Grant management
Basic IT support & troubleshooting
Title:
Office Manager
Functional:
Administrative, Bookkeeping, Grant Management, IT

GOVERNANCE
PARTNER ORGS
GOVERNANCE
AGENDA
Methodology
Discoveries
Current State Review
Recommended Changes
Future State Review
Questions / Discussion

Layton Boulevard West Neighbors
METHODOLOGY
ASSUMPTIONS
Preserve existing staff
Align roles to passions
Greater use of partners is possible
STRATEGIES
Staffing Configuration Study
prepared by Diana Luepke and James Carlson
Youth Education And Leadership
1.1 Promote the improvement of homes and commercial buildings
1.2 Engage residents and partners in improving the appearance of public spaces
1.3 Enhance the neighborhood's appearance through the creation of public art
Social Engagement
3.1 Build leadership among neighbors
3.2 Promote new opportunities for social interaction
3.3 Develop partnerships with community service organizations to meet our neighbors' needs
Community Safety
Network
2.1 Ensure a clean and safe neighborhood by promoting positive behaviors
2.2 Build a sense of safety throughout the neighborhood by creating a neighbors' network
2.3 Increase and improve communication among neighbors, landlords, business owners, community organizations, and law enforcement
Neighborhood Appearance
1.1 Promote the improvement of homes and commercial buildings
1.2 Engage residents and partners in improving the appearance of public spaces
1.3 Enhance the neighborhood's appearance through the creation of public art
Economic
Development
7.1 Identify and promote the neighborhood's potential for economic development
7.2 Develop a long-term initiative that promotes existing businesses, encourages the establishment of new businesses, and advocates for innovative business practices
7.3 Provide opportunities for residents to reach their financial goals
Healthy
Living
6.1 Increase knowledge about nutrition and promote access to healthy food choices
6.2 Increase access to free or affordable fitness, sports, and recreation activities
6.3 Promote a more pedestrian- and bike-friendly environment
6.4 Educate the community about environmental issues, and promote strategies to create eco-friendly, sustainable neighborhoods
Community
Identity
5.1 Increase awareness and build accurate perceptions of Layton Boulevard West
5.2 Use the arts to build community identity and create a sense of place
5.3 Retain existing homeowners and attract new homeowners
Passionate, dedicated employees who enjoy working with each other
Significant successes in the community overall, good recognition/media coverage
Good communication among staff members
Identify Scope
Align to QOLP
Determine Fit
Approve / Deny
PROJECT FUNNEL
Create a new project in Atrium right away:
Description
Funding opportunities
Neighbor engagement
Time commitment
Costs
Estimated effectiveness
Mission fit.
Impact on functional areas (accounting, etc.)
Response time for deciding!
Work with outside (partners, etc) to determine these elements upfront
Assign in Atrium to the project manager for the related QOLP element
In cases where this isn’t clear, Dan (as the custodian of this process) will decide. He may develop criteria over time to understand what falls under different elements, or consult with staff to see who has passion and time.
Community Identity (Arts), Youth, & Healthy Living:
Pass on to partners for their decision
Safety / Social Engagement:

Brianna
Physical Appearance:
Dan & Jezamil
Business Development:
Natanael
Community Identity (Homeownership):
Folds into Physical Appearance
Community Identity
(Perceptions):

Connects with Marketing: Will
The project manager will approve or deny the project in atrium. If approved, they will schedule any necessary meetings with other staff members who may need to be aware or involved, and track ongoing progress going forward.
Project managers responsible for each QOLP element will create a filter for determining whether projects accepted or rejected, and present to Charlotte for approval.
DEVELOP CORE ADMINISTRATIVE CAPACITIES

PROJECT STAFF: ALIGNED 1-2 QOLP ELEMENTS
Greater Control

HAND OFF WEAK AREAS TO PARTNERS

PROCESS FOR CHOOSING PROJECTS
Staff Commitment
Saying No

DEVELOP STAFF SUPPORT & MANAGEMENT EXPERIENCE
Mapping existing organization
Interviews
Evaluation / Application of assumptions
Updated map

MOBILE BIKE HUB
Continue in current role, explore opportunities for developing new home improvement resources
Neighborhood Appearance Project Manager, focus solely in that area.
Eventually involve in Turnkey Homes program as have capacity
Also take responsibility for helping make sure staff follow new process for deciding on projects
Continue in current role, free up time for outward engagement via support from admin
Continue in current role

Admin burden lifted via new hire, as well as possibly bookkeeping assistance

Consider contracting with accounting firm for consulting
Once grant management burden transferred to office manager, take responsibility for Partnership Cultivation
Continue in current role, develop new or change existing events as appropriate

Work toward full-time via fundraising events
Hire Office Manager to assist with office management, administrative support, grant management, bookkeeping, basic IT support, and/or reporting and data tracking support
TURNKEY HOMES
HOME IMPROVEMENT
HOME IMPROVEMENT
GREENFIELD AVE IMPROVE
BURNHAM PARK
MOBILE BIKE HUB
Work with Charlotte to plan for long term development of Turnkey

Work to train/delegate to Tim & Jezamil more
Continue to expand engagement with real estate development activities/Turnkey - move to full time
Continue to expand engagement with real estate development activities/Turnkey

In the meantime, finish up, hand off projects in Youth & Healthy Living areas.
Focus on social engagement & safety only

Reconnect with original intent of Community Outreach Manager - engage more deeply with the neighbors and serve as a primary contact.
Neighborhood Appearance Project Manager, same as Dan.
Sole focus on Neighborhood Appearance, split between Turnkey and other projects.
OR - Take on role as Healthy Neighborhood Coordinator - but need to determine who/how would cover Safety & Social Engagement
Move to full time with Mobile Bike Hub and help hand it off to a community partner.


Work toward a Neighborhood Appearance role eventually, especially around planning/infrastructure, which might involve getting project management experience in the other elements first.
Continue in current role

Clarify what services offer and how referring others
Hand off website/social media for Silver City to Will

GRANT MANAGEMENT
NEW HIRES
Partnerships Director
Additional administrative: Bookkeeping / accounting, data management, etc.
Project managers with passions that fill in gaps (such as safety, social engagement, etc.)

Long term staffing additions
PARTNERSHIPS
DATA
ACCOUNTING
PROJECT DEVELOPMENT
TURNKEY
HOMES
Top themes: Diversity, inclusiveness, collaboration
Investing in the neighborhood (time, money, emotion, etc.)
Empowerment and community organizing (need to refocus)
Inclusive. Collaborative. Resilient. (From QOLP visioning process)
Accountability (need to embody more)
Neighborhood revitalization
Sustainability
Stewardship (of all human, natural, and financial resources)
Integrity
Diversity
In terms of work culture: fun, collaboration
Highlighting community assets
FUTURE
Consideration of next steps for staff growth and filling gaps
Using this process to say "no" more often
A process for deciding what projects are and are not taken on, who will do them, what is done through partners - and shared staff commitment to following the process
Reporting structure out of scale with growth
Heavy workloads
Can't say "no"
Administrative support insufficient
Unclear project boundaries
Quality of Life Plan mis-aligment
Part-time staff left out
not all projects are reflected here
STAFF SUPPORT
Support:

Professional Development Conversations

Troubleshooting Sticky Situations

Mentoring in specific areas

Oversight:

Ensure following project funnel process (proposed: Dan)

Ensure meeting grant requirements (current: Will, proposed: admin)

Others?

LBWN Staffing Structure
Accounting Manager
Director of Communications & Fund Development (Will)
Event Coordinator
Coordinate events
ID new events/opportunities
SD LLC Accounting (part-time new)
Executive Director
Neighborhood Plan Coordinator
Director of Real Estate Development
Turnkey Specialist
Economic Development Manager
Neighborhood Safety Specialist
Project Coordinator
Special / Catalytic Projects Manager
Healthy Neighborhoods Coordinator
Market Specialist
Home Improvement Coordinator
Tasks/Roles:
Board governance
Strategic/business Planning
HR
Budget/finance monitor
Reach out to philanthropists
Overall buck stops here
Tasks/Roles:
Grant Management and Maintenance (Project List, QuickBooks)
Project Filter and Strategy
Reporting on Zilber Grant Only
Collect data, create surveys, analyze data, create strategies with program managers to maximize impact
Cultivate partnerships in concert with program managers
Tasks/Roles:
Work with existing neighborhood businesses to help them stabilize and grow
Work to attract new businesses to the neighborhood
Be main point of contact with businesses in the neighborhood to address their issues and develop neighborhood economy (i.e. BID Director)
Tasks/Roles:
Be main organizational point of contact with neighbors.
Coordinate neighborhood wide crime & safety activities.
Implement Community Improvement Projects together with neighbors.
Coordinate social engagement activities.
Refer neighbor to resources to meed their needs (internal and external resources)
Tasks/Roles:
Employ 4 healthy neighborhood elements/strategies in specified Healthy Neighborhood area.
Coordinate work of internal staff and exterior partners to concentrate on HN feature area.
Work with Neighborhood Coordinator to collect data/measure neighborhood change
Tasks/Roles:
Coordinate all homebuying promotion activities (home tours, general home marketing, Realtor relationships, etc.) in partnership with Event Coordinator
Develop relationships with landlords in the community to promote rental opportunities/create landlord compact
Coordinator all foreclosure prevention activities in the neighborhood
Be main point of contact with Housing Counseling Agencies
Tasks/Roles:
Coordinate all home improvement activities for neighbors
Be main point of contact with home improvement organizations
Tasks/Roles:
Take on projects as assigned
Coordinate Mobile Bike Hub
Office Manager (5 hours max/week)
(Jorian)
Tasks/Roles:
Coordinate all work related to implementing catalytic projects from QOL Plan (Pierce St, Greenfield Ave, etc.)
Conduct charrettes, create design, navigate city hall, etc. for real estate development (LBWN and outside) projects
Lead work on any other real estate projects that come up that do not fit under other positions tasks/roles
Turnkey development
1.1, 2.1, 2.3, 7.1, 7.2
1.1, 5.1, 5.3
1.1,
1.2, 1.3, 2.1, 2.2, 2.3, 3.1, 3.2, 3.3
1.2, 1.3, 6.3
1.2, 1.3, 4.1, 4.3, 4.4, 6.2, 6.3, 6.4
4.2, 5.2, 6.1, 7.3
1.2, 1.3, 2.1, 2.2, 2.3, 3.1, 3.2, 3.3
(Kate)
(New full-time)
(Dan)
(Charlotte)
ID funding resources
Write grants/reports
ID press opportunities
Create social media/written marketing materials/policies
(Danielle - 25 hours/week)
Oversee all financial accounts/activity for LBWN, 3500 LLC, and other LLC's, except SD LLC
Work with auditor on all companies except SD
Generate financial data/statements for funders/board/Executive Director
Analyze financial statements and make recommendations to program staff and Executive Director
(Lisa)
Tim
Compliance Coordination
Turnkey development
grant coordination
Turnkey development/supervision
Large scale and impact project development
Pipeline development
Jeremy
Jezamil
Brianna
Full transcript