Affordable Housing Organization Gets A Remodel | Case Study

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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