Better Health Association Finance Director Professional Plan

Plan for Better Health department

You are to prepare, using the role of a Director that you have been using throughout our course, ( Finance Director). This should be a professional presentation about your plan.

1. Prepare a professional presentation about your overall plan for your department at Better Health. ( Attached ) Prepare as if you were going to pitch the plan to Charles and the board. In addition to speaker notes and pacing, make certain that every aspect of your presentation is professional. This includes the design of your PowerPoint file, the fonts, spacing (use of white space), graphics, etc. - Present/write the overall plan you have created for Better Health during this course - Include the main elements of the plan but in presentation form,

2. Present the main points in your plan that you worked on in weeks 2 - 5 (Plan, Organize, Lead, Control assignments) You guys worked on all assignment. - Provide a forecast for your plan - after the implementation of your plan (after 6 months - 1 year), would things stay the same or need to be significantly changed. Why or why not? - Use visuals effectively to help justify your plan.

The Better Health Association is a nonprofit organization whose mission is to improve the well-being of individuals through health education, counseling, and detection screening program. They seek to serve audiences of all ages and socioeconomic levels to learn about living a healthy lifestyle and developing the skills needed to make healthy choices - to prevent disease and ameliorate conditions for those already afflicted with illnesses. Much of this work is done in evening seminars held at libraries, schools, and city buildings for a very reasonable fee - far less than what a typical health care consultant would charge. In very poor areas, the fee is waived. From time to time, private companies hire a representative from Better Health to conduct info-sessions for their employees, usually in conjunction with internal company health drives. 

In addition to its several awareness and training initiatives, Better Health also offers other services to various populations. One such effort is its "Operation Revitalize," where it takes donated items such as jump ropes, bicycles, weights, treadmills, trampolines, etc., repairs them, and resells the items at low cost to individuals and families, or even to other organizations such as orphanages and homeless shelters. Like many nonprofits, Better Health often works with other institutions to realize its mission to help improve the lives of people across Central Ohio. Hospitals and doctors' offices often refer low-income patients to Better Health for extra help and resources. Better Health is well known throughout the greater Central Ohio area and enjoys a positive reputation for its services. True to its reputation, Better Health of Central Ohio is viewed by most people in the community in a very positive light. 

Main points of Plan, Organize, Lead, Control assignments

Better Health of Central Ohio has a board of directors with a president of the board, an executive director or president of the agency, and department directors who supervise separate areas, each with varied numbers of employees or volunteers. The list of (department) directors and employees in their departments can be seen below. Tom Ingram was the executive director of Better Health Association of Central Ohio. He knew that although the organization was doing good things for people in the region, it was in weak financial shape. For 15 years, Better Health of Central Ohio did little more than break even, holding next to nothing in financial reserves. Moreover, the board of trustees had been content with the status quo for years. 

Tom saw that a strong fundraising campaign would likely go a long way toward helping shore up the organization's reserves. His new ideas were backed by the board. With few company resources available, Tom worked hard on the fundraising goal. However, Tom did not involve the others in much planning or leadership. Tom was likable but operated in a way that left the others working below their abilities. Nevertheless, with the help of the directors and mostly part-time staff, Tom worked diligently for five years in an effort to stabilize the financial security of Better Health of Central Ohio. At the end of that time, Tom was proud to have led the effort to raise more than a million dollars in reserve, vastly improving the organization's financial health. Soon after attaining this goal, however, Tom suddenly decided to accept a new, higher-paying position with a different organization. This was an unexpected move that left Better Health of Central Ohio in a temporary bind until a suitable replacement could be found. 

After a thorough search, Charles Jensen was selected as the new executive director. Charles's background included a long and successful career in the for-profit sector, as well as experience leading other nonprofit organizations. 

Tracy has been with BHO for 5 years. She is responsible for leading all aspects of strategic and organizational planning, providing overall financial management for BHO and overseeing the financial and operational activities of the organization. This includes responsibility for accounting, finance, payroll, and risk management. Prior to joining BHO, Tracy worked in the private sector as a financial analyst at Morgan Stanley. She holds a B.A. in Economics as well as an M.B.A. from Harvard Business School. Tracy has always been a go-getter and never backed down from a challenge.