IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
In-Pact will
continue to offer
alternatives to
tradition
services for
people with
disabilities.
1.
We will continue to expand
our Structured Family
Caregiving program in
North Central Indiana and
Northwest Indiana from its
census of 37 consumers in
January of 2013.
Associate Executive
Director and the SFC
Program Coordinators
Medicaid
Waiver
July 2013
through
June 2017
Possible change in
state’s emphasis
on this program as
a viable
residential
alternative to
traditional
settings.
State agencies have placed new
demands on this program that make it
untenable for us to continue it with
the changes they demand. Therefore
we are in discussions with Dungarvin
to take over the supervision and
management of this program.
In-Pact will
develop a
comprehensive
information
technology
system.
1.
Our IT Workgroup will
develop a comprehensive
information technology
plan.
Associate Executive
Director and the IT
Workgroup
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
There should be
no barriers to the
development of an
IT plan.
The IT Workgroup has come up with
an IT plan that will be reviewed with
senior management and the board for
their input and possible approval for
implementation.
2.
On a year-to-year basis we
will implement the
recommendations of the IT
plan until it is completed.
Associate executive
Director and the
Department Directors
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
Lack of funding
or lack of positive
results in the
budgeting process
The specific objective to be achieved
this year is the purchase of ten PC’s
for ten group homes and supported
living sites which either don’t have
one right now or need an upgrade.
In-Pact will
utilize
community
resources better
and more fully.
1.
We will continue to accept
interns from Purdue
University - Calumet,
Calumet College of St.
Joseph and other colleges to
assist our Social Services
Coordinator.
Social Services
Coordinator, Executive
Director and the
Associate Executive
Director
College and
university
funding
July 2013
through
June 2017
Interest in the
internships by
students may
diminish over
time.
We are accepting and utilizing
interns on a regular basis. Most
recent we have used the talents of an
intern in our Group Home
Department with great success.
In-Pact will
develop a new
activity or
service in the
upcoming
months and
years.
1.
We will keep our minds
open and eyes looking out
for any new trends or ideas
in the field that might
benefit our consumers or the
community.
Executive Director,
Associate Executive
Director, Dept.
Directors, Coordinators,
Managers and Assistant
Managers
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
Limiting our
scope and vision
to narrow
parameters or
service
definitions.
Currently we are only looking at
maintaining most of our current
services because the State has
changed its emphasis on the way they
conduct business with us.
1
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
In-Pact will
develop a more
comprehensive
and inclusive
communications
process.
In-Pact will
continue to
provide quality
health care for
its consumers.
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
1.
We will continue to have an
annual consumer-staff forum
where consumers and staff
can meet with senior
management staff to discuss
their ideas and concerns.
Associate Executive
Director and
Department Directors
Agency
Operating
Funds
July 2013
through
June 2017
Lack of interest
and participation
by consumers and
staff.
We held consumer-staff forums in
September of 2013 and October of
2014 which had good participation
(between 40-50 people in
attendance).
2.
We will continue to have an
annual staff management
retreat where we take a day
to meet and discuss different
ideas and strategies.
Executive Director,
Associate Executive
Director, Dept.
Directors, Coordinators,
Managers and Assistant
Managers
Agency
Operating
Funds
July 2013
through
June 2017
Difficulty in
coordinating time
frames and
schedules.
We held a staff management retreat
in July of 2013 at which 28 staff
were in attendance. We also held a
staff management retreat in
September of 2014 which also had 28
people in attendance.
3.
We will continue to have an
annual board retreat where
the board of directors gets
together with our senior
management staff to get an
update on the status of
programs and discuss plans
for the upcoming year.
Executive Director,
Associate Executive
Director and
Department Directors
Agency
Operating
Funds
July 2013
through
June 2017
Finding a good
time of the year to
get everyone
together for a
retreat.
We held a board retreat on April 20,
2013 at which time we discussed and
reviewed our 5-year strategic plan.
We were unable to hold a board
retreat last year.
1.
Medically related high risk
plans will be implemented
as needed for all consumers
with staff training on each
plan to take place initially
with follow-up training
annually and as needed with
any change to a plan.
Nursing Services
Coordinator,
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
Changes taking
place all the time.
Always updating
staff retraining.
High risk plans are in place for all
consumer medical issues. They are
updated annually, and also as needed,
with any changes necessary. Staff
are retrained annually, and as needed,
when any changes occur.
2
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
In-Pact will
continue to
develop and
expand our
Behavior
Services
Department.
Objective
1.
Funding
DDRS
Medicaid
Medicaid
Waiver
Private Funding
Time Frame
July 2013
through
June 2017
Barrier
Increase service delivery by:
a. Offering services paid
through private
insurance.
b. Maximizing FSW
consumers needing
BMAN.
c. Outreach through
brochures and other
distribution of services
description.
Behavior Services
Coordinator and
Behavior Specialists
Increase professional
development by:
a. Attending IN-ABC
conference.
b. Providing monthly
inter-dept. in-service on
theory and application
of theory.
c. Providing weekly
supervision towards
licensure (LCSW).
Behavior Services
Coordinator and
Behavior Specialists
3.
Increase program
development by:
a. Expanding BSW/MSW
internship program.
b. Study, evaluate and
author a functional
assessment tool.
Behavior Services
Coordinator and
Behavior Specialists
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
Interest in the
internships by
students may
diminish over
time.
1.
We will work to increase
our training opportunities
through the use of on-site
training modules.
Staff Training
Coordinator
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
Not having
sophisticated
enough computer
equipment at each
of our sites.
2.
In-Pact will
continue to
provide training
opportunities to
our staff.
Responsible
Party
None noted.
Report
a.
b.
c.
DDRS
Medicaid
Medicaid
Waiver
Private Funding
July 2013
through
June 2017
None Noted.
.
a.
b.
c.
3
a.
b.
This has not been pursued
but remains an appropriate
objective.
This continues to be
pursued.
The In-Pact website now
has behavior support
information.
This continues to be an
active objective.
This continues to be active,
including coursework in
ABA.
This has been achieved as of
5-1-15.
This continues to be active.
This will not be pursued due
to poor reliability and
validity of all tools.
Over the past 2 years, we have
increased online training
opportunities for staff from 0 options
to 4 options of online resources
which staff can view relevant
documentaries and webinars.
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
In-Pact will
balance its
budget every
year by having
more revenues
than expenses.
In-Pact will
expand its
budget and
grow its
services.
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
1.
Monthly budget reports will
be distributed to department
directors and senior
management on a timely
basis.
Executive Director,
Associate Executive
Director and the
Chief Financial Officer
DDRS,
Medicaid,
Medicaid
Waiver
July 2013
through
June 2017
Outside forces
such as slow audit
reports and
delayed billings
Budget reports are distributed on a
monthly basis to each department
director for their particular
department to be reviewed and
discussed with their upper and
middle management staff.
2.
Financial targets for each
department will be
developed by those
departments to meet or
exceed the financial goals of
the agency.
Executive Director,
Associate Executive
Director and the
Chief Financial Officer
DDRS,
Medicaid,
Medicaid
Waiver
July 2013
through
June 2017
Program staff not
meeting up to
expectations
Each department has developed their
own target goals for their financial
goals and budgeting. For the most
part they have achieved those goals
for the past year.
3.
Revenues, as much as
possible, will increase for
each group home or
consumer and expenses will
decrease for each group
home or consumer on a
yearly basis.
Departmental Directors,
Coordinators, Managers
and Assistant Managers
DDRS,
Medicaid,
Medicaid
Waiver
July 2013
through
June 2017
Some staff not
paying close
enough attention
to their budgets
and monthly staff
hours reports.
Because of a rate reduction in the
rate report effective October 1, 2014
that reduced GH rates by 3-5% for
the months of October 2014 through
January 2015, five of the GH’s are in
the red for FY 15 and four are in the
black with net revenues for all GH’s
of only $17K for the fiscal year.
1.
New ideas for services and
new ways of developing
programs will be explored
and evaluated for their
internal possibilities,
effectiveness and
profitability.
Executive Director,
Associate Executive
Director and the
Chief Financial Officer
DDRS,
Medicaid,
Medicaid
Waiver, Private
Funding
July 2013
through
June 2017
Lack of
commitment to
new ideas or new
funding streams.
We have been limited for the past
two years in developing new
programs or expanding existing ones
because of the moratoriums BQIS
has placed us under. We are hopeful
of getting out from under the current
moratorium in the next 6-9 months.
4
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
The Community
Resources
program will
achieve
financial
viability and
stability.
The Community
Resources
program will
maintain CARF
accreditation
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
1.
Maintain good working
relationships with funding
sources such as Medicaid
Waiver.
Community Resources
Staff and Management
Medicaid
Waiver
May 2013
through
May 2017
Management and
administrative
staffing
reductions
5/15-Positive working relationships
have been established with case
managers and will continue through
regular communication
2.
Maintain proper consumer
to staff ratios in day
programs outlined in
approved NOA’s
Community Resources
Staff and Management
Medicaid
Waiver
May 2013
through
May 2017
Consumers with
high support
needs
Consumers with
poor attendance
records
5/15- There remains 2 groups not at
full capacity due to challenging
behaviors/ personality conflicts
between consumers
3.
Determine alternate funding
sources/ grants for classes
and programs at the
Clubhouse
Community Resources
Management and
Senior Management
Internal
Funding/
Community
Funding
May 2013
through
May 2017
Administrative
time involved
5/15-Not yet achieved
4.
Ensure Managers maintain
billable hours (minimum 8
per week)
Community Resources
Management
Internal
Funding
May 2013
through
May 2017
Lack of
administrative
assistant
Increase in
demands for
administrative
responsibilities
5/15- Clubhouse manager has
maintained staffing of 4:1 ratio group
for 80% of his hours
1.
Monitor/ ensure
implementation of all
quality improvement plans
Community Resources
Director
Internal
Funding
May 2013
through
May 2017
Lack of
administrative
assistant
Increase in
demands for
administrative
responsibilities
5/15- Not yet achieved. Managers
working together to create Program
Status Report tool
5
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
The Community
Resources
Department will
expand
educational
opportunities
The Community
Resources
Department will
incorporate the
use of current
technology
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
2.
Stay current of all changes/
updates to CARF standards
via CARF website and INARF trainings
Community Resources
Director and staff
Internal
Funding
May 2013
through
May 2017
Lack of
administrative
assistant
Increase in
demands for
administrative
responsibilities
5/15- Director has become a CARF
surveyor
1.
Develop an adult education
component
Community Resources
Director
Medicaid
Waiver, Grants
May 2013
through
May 2017
Financial
Lack of expertise
5/15- Not yet achieved
2.
Increase FHIO/ CHIO
service participants
Community Resources
Director
Medicaid
Waiver
May 2013
through
May 2017
Lack of Waiver
funding
5/15- Not yet achieved due to lack of
funding in consumer budgets
1.
Go paperless by maintaining
computer files
Community Resources
Management
Internal
May 2013
through
May 2017
Outdated/
inadequate
technology to
store data
5/15- All monthly summaries are
maintained on computer. Still
working to find technology to
support additional ways to go
paperless
2.
Acquire updated/ additional
computer hardware and
software
Senior Management
Internal
May 2013
through
May 2017
Upfront cost
5/15- Not yet achieved
Researching current affordable
technology systems
3.
Update data collection and
billing procedures.
Senior Management
Internal
May 2013
through
May 2017
Upfront costs
5/15- Not yet achieved. Researching
current affordable technology
systems
6
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
The IN-PACT
group homes will
attract potential
consumers to
maintain full
occupancy.
Objective
1.
2.
3.
Group Home staff will market the
homes through participation in
vendor fairs and talking with
families to help them get services.
Maintain our five adult group homes
as ICF-DD.
Maintain our four children’s group
home as ICF-DD.
Responsible
Party
Funding
Time Frame
Group Home Management
staff
No extra funding
needed
Immediately
and ongoing
Group Home Management
staff
Medicaid
Immediately and
ongoing
Group Home management
staff
Medicaid
7
Immediately and
ongoing
Barrier
Availability of fairs.
Approval through
FSSA/BDDS
offices statewide
Approval through
FSSA/BDDS
offices statewide
Report
2013: CSRI-Vender fair
Valpo provider fair
Autism expo
Information given to Dr. Magno for
families
2014: TAPP provider fair, Updated web
& on social media/face book
2012 Discussion of group home
conversions to waiver. ICAPS had been
completed on everyone.
2013 Letter from DDRS, voluntary
conversion is now mandatory by June‘15.
5/13 Hold on conversion time table
8/13 Conversion now strictly voluntary
1/14 My Life My Choice: interview
clients/families giving them an option to
stay in the GH’s or get a CIH wavier.
8/14 & on-going, BDDS ask
consumer/family at annual if they are
happy & want to remain in a group home
or explore CIH waiver.
2012 Discussion of group home
conversions to waiver and possibly aging
the home out and license to adult group
homes due to lack of children’s referrals
through BDDS.
2012 Memorandum of understanding
between DDRS/DCS. BDDS is not
making any referrals with children. All
referrals are done through DCS and
filtered through central office BDDS.
2013 Child GH’s will remain as ICF-DD.
6/13 Age discrepancy issue, BDDS aging
out kids at 18 vs. 22. This effected
Forest/76th/Heavilin.
2/14 Relicensed 76th to an adult home.
5/14 Filled up vacancies at Forest.
6/14 Heavilin/consumer’s were able to
remain and age discrepancy is not a focus
point anymore.
2015 Still having problems with getting
referrals and referrals that are an
appropriate placement.
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
The Group Home
Department will
provide
information to
families and
consumers.
Objective
1.
Each Group Home will develop and
send out to their families a quarterly
newsletter that highlights activities,
calendars and accomplishments.
Responsible
Party
Group Home management
staff
Funding
No extra funding
needed
Time Frame
Immediately and
ongoing
Barrier
Some homes not
following through
timely
Report
2012 Group Homes are generating
quarterly newsletters and sending them
out to their families.
2013 Quarterly newsletter was added to
our PSR to ensure completion.
2012 There is currently an informational
handout.
2013 Handout was updated
2.
The Group Home Department will
develop a handbook providing
information to existing families and
a guide for new consumers’
families.
3.
Each group home will hold monthly
consumer meetings.
Group Home Management
staff
Group Home Management
staff
No extra funding
needed
No extra funding
needed
8
By Oct., 2017
Immediately and
ongoing
None
Some homes not
meeting up to the
expectation
2012 Managers will hold meetings to
inform consumers, get input from
consumers and address any of their
concerns
2013 Added consumer monthly meetings
to PSR to ensure completion.
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
The Group Home
Department will
continue to train
to expand our
knowledge to
better service our
clientele.
Objective
1.
2.
Quarterly, research a topic to share
with the group during our weekly
meetings.
Develop a high level crisis protocol,
so staff knows how to react quickly
in a potentially dangerous situation.
Responsible
Party
Funding
Group Home Management
staff
None
Management staff
None
Time Frame
Immediately and
ongoing
By March 2013
Barrier
Lack of time or
interest
None
Increase revenues
through fund
raising efforts.
1.
2.
Develop another fundraising
activity.
Develop more foundation support.
Group Home Director and
fundraising committee.
None
Executive Director and
Group Home Director
None
9
By March 2013
By January 2014
None
Some foundation
only serve a specific
area or cause
Report
2013 NIAGS (guardianship issues)
Nexus/Kindle for communication
2014 INARF
Fatal Four-training
Brain & Gut
Functional assessments
2015 INARF
High risk plan training
Interpretation guidelines for ICF-DD
regulations
2/13 Completed mandatory training at all
staff
Each home came up with a site specific
plan of escape.
8/13 Peer/peer protocol was developed
2012 Entertainment books w/ on-line
sales, scrips, Chilis, car wash, candy bars,
recycle paper bin, tootsie roll drive
2013 Candy bars, tootsie roll, recycle bin,
entertainment books, scrips
2014 Candy bars, tootsie roll,
entertainment books, scripts, community
day coupon book
2015 Candy bars, scripts
2013 Grant for swing & sail shade
2014 C.P. Foundation (day of giving)
7/14 Church group volunteered to do
landscaping at some of the group
homes/office
9/14 Boy scout troop built gazebo,
4/15 Inclusion Fest
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
In-Pact
Supported
Services will
aggressively
pursue strategies
that will lead to
annual
profitability
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
In the past year In-Pact has been able to
better maximize more of the approved
hours without going over the allotted
number of hours. Supported Services has
created a Net Revenues over Expenses
for the 8 month period of $860,000. And
has been able to for the first time show an
overall profit of Net Revenues over
Housing and Subsistence Loss of
$335,000 over the same 8 month period
ending February 2015.
1.
Utilize 95 % of all state
approved hours in an
individual’s plan of care each
month. By doing so we will
maximize revenues without
over utilizing hours each month
thus creating a loss over profit
situation.
Supported Services
Director, Supported
Services Coordinator, and
Supported Services
Management Staff
Medicaid Waiver
Funding
July 2013
Staff not knowing
how to split billing
to share hours
between the
different consumers
they work with.
2.
Develop a streamlined set of
tools within the MITC
Scheduling and Time and
Attendance programs we are
currently utilize which will
allow for real time management
of the utilization of staff hours
to give In-Pact the maximum
benefit of revenues or
expenses. Train management
staff how to utilize these tools
Supported Services
Director,
Internal Funding
March 2013 and
then on- going
Management
Turnover
Management Turnover and reorganization of the management level of
Supported Services Organization Chart
has made this a somewhat limited
proposition. 6 managers now oversee a
smaller number of sites and are
accountable for all activities at these sites.
They have accepted these responsibilities
and work diligently to be on site as much
as 4-5 times per week.
3.
To have no consumer utilize
more than 100% of his or her
staffing hours each month
Supported Services
Director, Supported
Services Coordinator and
Supported Services
Management Staff
Medicaid Waiver
Funding
March 2013
and then ongoing
None
This has gotten better in that more
consumers are maximizing their hours up
to 100%, but there are outliers where
consumers at sites do not have the
required number of hours, but have needs
that drive slightly more staffing needs.
The overall percentage of overages has
gotten closer to 100% at all sites but one,
and this has to do with the way one
consumer’s funds are allocated, and his
need for one to one staffing during the
day and on weekends.
10
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
Develop an
emergency system
to be activated
immediately that
will allow for
spending cuts to
be put in place in
case of another
funding cut by
the State of
Indiana.
Develop specific
plans for how to
more
appropriately
care for an aging
and more
chronically ill
population.
Objective
Responsible
Party
Funding
Time Frame
Barrier
Report
1.
Plan must take into account the
idea that rates may be cut but
services will not be. This
means that spending will have
to be decreased while services
remain the same. Plan needs to
be able to be implemented
within the first month of
funding cuts.
Supported Services
Director, Associate
Executive Director and
Executive Director
Supported Services
Coordinator, and
Supported Services
Management Staff
Medicaid Waiver
Funding.
January 2014
Do not know the
severity of another
cut if it does
happen.
This Plan is in place, and it relies heavily
on cost cutting within the department,
limiting supply expenses and continued
decrease of overtime from current levels
back to less than 1% of all hours.
Potential for pay cuts of 1 to 2 percent,
and to utilize all tools described above to
maximize hour utilization without going
over, to maximize revenues while
decreasing overall expenses for the
department in all areas including
Personnel expenses.
2.
Plan will cut spending in the
area of benefits such as mileage
reimbursements for staff who
drive consumes in their own
cars. Cut spending on costs of
Benefits Plans.
Supported Services
Director, Associate
Executive Director and
Executive Director
Medicaid Waiver
Funding
January 2014
Inability to
adequately meet
consumers needs as
outlined by ISP
Has not been necessary but plan can and
will be implemented if needed.
3.
Implement temporary across
the board pay cuts. Create
further staff sharing situations
where we can provide adequate
staff support with fewer staff
being paid
Supported Services
Director, Associate
Executive Director and
Executive Director
Medicaid Waiver
Funding
January 2014
Staff turnover and
not being able
maintain adequate
staffing with pay
cuts and cuts to
benefits
Has not been necessary but plan can and
will be implemented if needed
1.
Develop training programs that
allow staff to learn about the
specific issues of dealing with a
more elderly and chronically ill
consumers without having to
send them to nursing homes or
other modes of treatment
Supported Services
Director, Supported
Services Coordinator,
Supported Services
Management Staff and
Agency Nurse and
Training Coordinator
Medicaid Waiver
Funding
September 2014
Lack of Funding to
adequately allow for
funding of
specialized staff
Have developed a full high risk plan
under the guidance of Benchmark
Services formerly AWS. The High Risk
Plans give staff immediate information on
how to deal with any medical or physical
issues as they arise, Staff track chronic
symptoms such as high blood pressure,
constipation or seizures, and alert
management and physicians to potential
trouble as it is recognized.
11
IN-PACT, Inc.
5 Year Strategic Plan
Outcome
Statement
Develop more
parent and family
involvement with
the actual day to
day services for
consumes.
Objective
Responsible
Party
Funding
Time Frame
Report
Lack of Funding to
adequately allow for
funding of
specialized staff
Has not been planned for or implemented
at this time. Focus has been on training
and implementing the above with respect
to high risk plans.
Aging parents and
families, lack of
participation.
This has become a necessary measure of
training for new consumers both in 24
hour sites and at in home sites. The
parents know their children the best. As
such we use them to train our initial staff
grouping, and then In-Pact trains staff on
an ongoing basis.
2.
Develop training programs and
special job functions that will
allow certain staff to more
appropriately care for specific
types of chronic illnesses that
will allow In-Pact to continue
to serve people without them
having to go to nursing homes
Supported Services
Director, Supported
Services Coordinator,
Supported Services
Management Staff and
Agency Nurse and
Training Coordinator
Medicaid Waiver
Funding
1.
Involve parents and family in
the actual on-the-job training of
staff when new consumers
begin services with In-Pact.
Supported Services
Director, Supported
Services Coordinator, and
Supported Services
Management Staff
In conjunction
with Medicaid
Waiver Funding
2.
Develop a data base of parent,
family member and guardian
email addresses to utilize for
quicker and more convenient
communication between InPact and the family.
Supported Services
Director, Supported
Services Coordinator, and
Supported Services
Management Staff
In conjunction
with Medicaid
Waiver Funding
January 2015
Aging parents and
families, lack of
participation.
Our ongoing issues with BQIS have
forced this objective to the end of the list.
It is hoped that this can be completed at
some time in 2015.
3.
Create a program by which InPact stresses the need for
family time where family and
extended family come and visit
with the consumer in his or her
apartment.
Supported Services
Director, Supported
Services Coordinator, and
Supported Services
Management Staff
In conjunction
with Medicaid
Waiver Funding
January 2015
Aging parents and
families, lack of
participation.
This has not been accomplished at this
time. It is something that may have to be
carried over into the next year as a
timeframe for completion.
12
September 2014
Barrier
January 2015