Housing Lender Case Study
Affordable housing nonprofit enhances its mission impact through CSR’s strategic planning process.
"The process didn’t have fluff and got down to business."
The Situation
An understaffed and undertrained workforce
An unfocused approach for implementing the mission, and limited delivery of services
Lack of awareness and agreement on the organization’s core competencies
Multiple consecutive years of significant financial losses
Limited fundraising opportunities in the service area and an inability to tap resources that were there
Limited community awareness of the organization and its mission
A lack of consensus over the scope of the organization’s service area
Ongoing Strategies
Refocus the organization’s efforts on four core lines of business
Develop partnerships for greater efficiency, increased production, and increased impact
Improve programmatic infrastructure and production, with an emphasis on the organization’s core lines of business
Increase and diversify contributed revenue generation and resource development efforts
Increase the visibility of the organization’s services and impact in the region, and diversify its audiences and customer base
Strengthen staff and board capacity, including robust recruitment, onboarding, and development opportunities
Clearly define and reach consensus on the geographic area the organization’s mission will impact
At A Glance
Total Revenue Projection
"CSR has a really good process which fits our needs The retreat was really useful for helping the board and staff address substantive topics that needed to be covered.
- President, Affordable Housing Nonprofit
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