1 Strategic Plan! W! E! S! S! I! D! E! WALT Pr gram by HELP ismart Home Permanent Affordable Housing Community-Driven Land Trust R! U! S! L! N! L! N! D! Westside Atlanta Land Trust an Innovative Community-Driven Land Trust Program v1.0 Drafted December 13, 2014 Adopted December 20, 2014 HELP ORG INC a 501(c)(3) nonprofit organization Page 1 of 7
2 EXECUTIVE SUMMARY The 501(c)(3) nonprofit organization HELP ORG INC (Help Elevate & Liberate People Organization Incorporated) co-designed with the Raccoon Hogg Community Development Corporation, the Westside Atlanta Land Trust (affectionately called WALT), which is an innovative community land trust program. This strategic plan is about meaningfully building the capacity of people with modest incomes to have the opportunity to live in an affordable home of their own. Over the next three years we will significantly increase the number of permanently affordable housing units in our target area, uplift the capacity of in-place residents and small business owners, and ensure that WALT members operate more effectively and sustainably. To meet this goal we will focus on three strategic priorities, each with a set of specific goals and deliverables Strategic Priorities Catalytic Growth Institutionalize Support Optimize Impact Grow the impact and sustainability of our members and promote WALT s permanently affordable housing model. Garner formal support and political will from private and public institutions for WALT s permanent affordable housing model. Further develop a high-capacity CLT Program that fully engages its members and continuously acts in service of families and communities who experience marginalization. TARGET: Advance the Mission The WALT Program mission is to organize the community s power for self-determination to serve and preserve in-place residents, small business owners and their successive generations in redeveloping areas. WALT practices providing permanently affordable housing (PAH) and durable control of tenure. A broader member base will increase and unify the voice of the sector and streamline practices to recruit stronger financial and political support. Ultimately, sector development will result in an industry that is well-defined, well-known, reputable, quality-assured, and high-impact. Over the next three years we will develop a legislative definition of permanently affordable housing as well as a brand identity and useful messaging adopted throughout the sector, complete evaluative research on the performance and outcomes of the sector, and create new legal documents aligned to the model ground lease to minimize barriers for institutional support. During the first half of 2015 WALT will engage in a joint planning process with EcoDistrict to examine how the work of both organizations contributes to unifying the sector and achieving impact at a meaningful scale. We will consider a range of options for ongoing coordination and collaboration. Catalytic Growth. WALT will increase the pace and breadth of growth among members by raising awareness about what impact means (scale, sustainability, and reach), encouraging members to adopt goals for impact and measure performance; and developing tools that will help members understand how growth occurs in different environments, conditions, and situations. The focus on impact will also be seen in efforts to enable members to successfully compete for limited funding resources and to develop productive partnerships with lenders, city officials, housing finance agencies, appraisers and Realtors. WALT will direct its capacity building resources to help members HELP ORG INC a 501(c)(3) nonprofit organization Page 2 of 7
3 strengthen, sustain, and grow their impact through grants and scholarships, tools and resources, training, knowledge-sharing and research on innovations or empirically-supported best practices. Measuring the change effected in our members as a result of our capacity building program is extremely difficult. However, over the next three years we expect to incorporate program impact measurement and evaluation efforts into many of our activities. The quantity and quality of our tools and resources will increase significantly including the addition of new online tutorials and advocacy toolkits, and members at all levels of expertise will find resources applicable to their needs. Other specific products will include: webinars, conference sessions, and technical assistance grants focused on impact; a new CLT Start-up Hub on the website accompanied by webinars; tools and resources designed specifically around individual standards; how-to toolkits and marketing materials for lenders, Realtors, and other partners. Institutionalize Support. WALT is working to institutionalize support from private and public entities that will result in funding, financing, and property for the sector locally and nationally. National policy efforts will focus on three major goals: 1) Increase access to mortgage financing for homebuyers in CLT or PAH programs; 2) Increase the availability of funding and properties for CLTs and PAH programs; and 3) Build strategic allies and a civically engaged membership to ensure policy wins. Impacting public policy, particularly at the national level, is a slow process and some of our work over the next several years is really about laying the foundation for future wins by developing relationships with allies and elected officials and building a base of advocates among our membership and critical stakeholders of WALT. During the next three years we expect FHA to issue a waiver and rule changes to allow FHA-insured loans for permanently affordable housing programs. We also expect to make substantial progress in our efforts to remove barriers for CLTs using HOME funds and generate regular and significant advocacy actions on the part of our members. In additional to national-level policy work, WALT will support member efforts at the municipal and state levels where there are significant opportunities to infuse permanent affordability into inclusionary zoning ordinances, transit-oriented development policies, and housing trust fund priorities. Optimize Impact. A strong WALT Program Advisory Board Leadership and WALT Staff that is well organized is vital in order to successfully support our members to achieve significant impact in their communities and for the field to positively impact society. Our job is to make our members work easier so that they can increase the number of families who have the opportunity to live in an affordable home. To do that, WALT must have ample and sustainable financial resources, highly skilled staff capacity, and the vision and commitment needed to effectively professionalize and grow the sector. It must be valued by and show value for its staff, leadership, members, volunteers, allies, and partners. Over the next three years WALT will develop a more sustainable business model; grow our membership by 15%; develop a high-quality communications and fundraising function; improve our personnel benefits program; develop and implement a compensation policy; build a 9-month operating reserve; and design a measurement and evaluation system. INTRODUCTION TO THE PLAN The Strategic Plan was developed over a twenty-one-month period and involved the entire HELP ORG INC Board of Directors, WALT Advisory Board Members and WALT Staff, as well as WALT Members and Funders. The strategic priorities reflect both our commitment to the success of the sector broadly and our dedication to our individual members. Review and Measurement. This strategic plan is a living document to be reviewed regularly and updated or modified as needed to meet changing circumstances and new opportunities. At least HELP ORG INC a 501(c)(3) nonprofit organization Page 3 of 7
4 thrice per year the HELP Board of Directors and WALT Advisory Board Members will review progress and address any issues that may impede success. We strive to find meaningful ways to measure the impact of our work. To that end, we plan to develop and implement an organization-wide measurement and evaluation system appropriate to our size and activities. Member Engagement. WALT is committed to involving our members in the activities of the organization and in truly representing their needs in our work. We balance the desire to be flexible and nimble with our commitment to member engagement and transparency. We rely on our members to provide feedback on their needs through surveys, committees, working groups and we use this information to formulate our policy agenda and capacity building services. ABOUT WALT WALT was officially named on Saturday, April 20, 2013 thanks to the commitment and hard work of CLT practitioners and the support of the Atlanta Land Trust Collaborative and the Athens Land Trust. WALT picked up the mantle from a learning exercise and committed to provide support and leadership for CLTs around Metropolitan Atlanta. What was once characterized as a grassroots movement spun off from the civil rights, land conservation, and community development movements, is increasingly becoming a sector, a professionalized field or industry. This sector includes CLTs as well as inclusionary zoning programs and other types of deed-restricted programs across the country that are committed to community control of land and the preservation of housing and assets in perpetuity. Since April 2013 WALT has built a strong infrastructure that now includes: 1. an active and organized membership of 37 (dues-paying representing a variety of communities) 2. a strong staff of five led by an engaged board of directors and advisory board; 3. a strong peer-to-peer network; 4. capacity building resources that include national conferences, a help desk, technical assistance grants, and a collection of tools and resources on a wide variety of topics; 5. an expansive collection of courses, webinars, seminars, and knowledgeable trainers; 6. support for critical research on CLTs and PAH; 7. a growing presence in the policy arena focused on direct and grassroots advocacy and education on issues affecting permanently affordable housing programs; 8. a website link containing a CLT directory, searchable resources, and effective communications on upcoming events and opportunities for political engagement; and 9. a Research Collaborative comprised of an internet-connected community of roughly forty researchers and an ever-growing empirical library on CLTs and lasting affordability. The Role We Play 1. Standard-bearers of Excellence: We respond to the needs expressed by our members, as well as setting the standards that push our members towards professional excellence; 2. Rooted Ambassadors: We keep the history of CLTs alive and stay rooted in the values that shaped the CLT model, inspiring others with that history, while still adapting to emerging opportunities; 3. Technical Experts: We maintain a comprehensive library of model documents (policies, procedures, statutes, research findings, treatises, etc.) and other materials, producing and disseminating new model documents and research papers, providing trainings, and facilitating the delivery of technical assistance; 4. Connectors: We are the portal to information and the convener that enables others to connect to people with the expertise they need at the time and the ability to connect peer organizations to one another (expertise provided by us and by others); HELP ORG INC a 501(c)(3) nonprofit organization Page 4 of 7
5 5. Data Collectors and Storytellers: We identify, support, facilitate, conduct and disseminate research and documented impact that enables our members to lead governments, bankers, and others in positions of power to adopt policies in support of the work. 6. Effective Advocates: We pursue an aggressive policy agenda in support of our members and support them in developing effective legislative advocacy campaigns in their communities. WALT Membership Our members are primarily in-place residents, small business owners, nonprofit or governmental organizations securing land in trust and providing affordable owner-occupied homes that aim to preserve affordability over time. This includes community land trusts, inclusionary zoning programs, local governments, and deed restricted programs. Our members are geographically diverse, providing a rich environment to demonstrate the value of the model in different regions, types of communities, and economic climates. In addition to housing, our members develop rural and urban agriculture projects, commercial spaces that serve local communities, affordable rental and cooperative housing projects, and conserve land or urban green spaces. WALT Members gain the benefit of voting privileges, a collective voice for advocacy, and exclusive access to certain resources, scholarships, and grant opportunities. WALT works closely with organizational partners, allies, research collaborative members, CLTs in other cities, counties, states, countries, and funders to carry out our work. Our Reach Our work is focused on the Westside of Atlanta, specifically in the areas where our members live, work or where there is interest in starting a CLT / PAH program. At the same time, we value international collaborations and seek to support the growth and development of the model in other countries. Our Approach to Capacity Building WALT has always strived to be responsive to member needs and inclusive in its methods. We recognize that our greatest strength is our members knowledge, experience, and generosity. When we build the capacity of our members we also build the capacity of the WALT Program. We do this by: Being member driven: WALT exists to make the work of our members easier. We create a culture of openness that encourages members to communicate their needs to WALT and we, in turn, respond as quickly and as comprehensively as possible. Focusing on underserved communities and communities of color: Like community land trusts themselves, WALT is dedicated to, whenever possible, focusing our efforts on underserved communities and on communities of color. We understand that this may not be the easiest way to work but we embrace the challenge as imperative. Being budget conscious: WALT strives to provide its capacity building opportunities in a way that is open and accessible. Many of our members provide vital services in their communities on tight budgets and so WALT minimizes fees and takes advantage of technology to efficiently provide training and technical assistance. Creating an inclusive network of top-notch trainers and technical assistance providers: WALT already has a team of expert trainers and technical assistance providers who have served the community since before WALT s inception. We will proactively seek to expand these networks to include new members and to support and strengthen the services that they provide. Online Engagement VIDEO: create a series of videos (2-3) with viral potential, interactive videos, possibly a web based meeting room. SOCIAL MEDIA: create social channels: Facebook, Instagram & Twitter. Create a system with a manager and a network of student ambassadors creating content. HELP ORG INC a 501(c)(3) nonprofit organization Page 5 of 7
6 WALT Strategic Plan Westside Atlanta Land Trust a Program by HELP Version 1.0 WEBSITE: will include information, project profiles, news and donation infrastructure. BLOG: will allow student ambassadors and others to share WALT stories. MARKETING: a personalized marketing campaign that includes partner databases and networks. Marketing Timeline (Phase One) Jan/Feb 2015 Recruit official advisory board member for WALT 2015 Raise initial funds to build WALT Membership Dues and infrastructure Hire a WALT Program Director Update new robust website capable of accepting online donations Create sponsor information packets Update WALT information video Ignite a serious conversation between key stakeholders about PHA March/April 2015 Formal Launch Event of the WALT Strategic Plan on March 14, 2015 presentation of WALT objectives, future milestones WALT Symposium April TBD May/June 2015 WALT Symposium guides next phase Learning opportunities about green infrastructure at AUC are in three parts: INSTRUCTION: Learn more about green infrastructure through upcoming classes that are part of the CAU Dual Degree Engineering Program FIELD WORK: Participate in service learning project with community members of the Proctor Creek Stewardship Council DESIGN: Develop green infrastructure conceptual designs to capture stormwater from the area covered by the AUC campuses HELP ORG INC a 501(c)(3) nonprofit organization Page 6 of 7
7 WALT Strategic Plan Westside Atlanta Land Trust a Program by HELP Version 1.0 WALT Outdoor Classroom & Learning 386 Elm Street - Rain Barrels Project Ecodistrict representatives selected a community wide rain barrel project as the initial Ecodistrict demonstration project. A neighborhood organization, HELP ORG Inc. (Help Elevate & Liberate People Organization Incorporated) was also planning a rain barrel project and a decision was made to collaborate. The rain barrel project incorporates youth training, arts, education, fundraising and community engagement. Coca-Cola Foundation has pledged to provide rain barrels. Vine City youth will be organized and trained to paint, adapt, and deploy rain barrels throughout the community. The AUC institutions will contribute to education and training. Youth participating in the Rain Barrel Demonstration project will also have an opportunity to participate in hands-on Proctor Creek restoration through the Green Infrastructure AUC. WALT Real Estate Portfolio in English Avenue & Vine City-Aerial View HELP ORG INC a 501(c)(3) nonprofit organization Page 7 of 7
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