2. Mission Driven Social Accountability Aligning Community Benefit to: MissionVisionValues

3. Mission Driven Social Accountability Reverend Carl Anderson, M.Div. Vice President for Mission Effectiveness for Masonicare

4. Learning Objectives for Today Consider how social accountability helps fulfill and support/enhances the mission of a not-for-profit organization Discuss practical socially accountable activities that are in keeping with the mission and strategic plan of an organization Develop tools to measure the success of a social accountability program that are in keep with the mission of a not-for-profit organization

5. Social Accountability; Taking the Lead from Mission Your mission, should you choose to accept it …. Is to link social accountability to your mission as a not for profit organization. Might seem like a Mission impossible given all the pressures and resource commitments in your organization BUT….

6. Think about your “Why” from “Start with Why” by Simon Sinek

7. Your “Why” Why did your not-for-profit organization form? Why did your not-for-profit organization form? What is the founding, or traditional mission, of your organization? What is the founding, or traditional mission, of your organization? Why is mission important today? Why is mission important today? What separates your organization from the for profit providers/competition? What separates your organization from the for profit providers/competition?

8. Golden Circle As it relates to Social Accountability Leads to the mission of the organization Leads to the mission of the organization

9. Traditional Mission The heritage of Masonicare includes a traditional mission that was established by the Masonic Fraternity to “Help, Aid and Assist those in need” The heritage of Masonicare includes a traditional mission that was established by the Masonic Fraternity to “Help, Aid and Assist those in need” Our story began with $332 in 1871 Our story began with $332 in 1871 Our original property was purchased in 1894 Our original property was purchased in 1894 To open a home for Widows and Orphans To open a home for Widows and Orphans

10. The Masonic Home in 1895

11. The “Why” Never Changed, But the “What” and “How” did! The mission to help, aid and assist those in need became fuel for the growth of the organization The mission to help, aid and assist those in need became fuel for the growth of the organization However, the organization realized that the primary mission of “The Masonic Home” was to care for widows who were advancing in years and had no family support. However, the organization realized that the primary mission of “The Masonic Home” was to care for widows who were advancing in years and had no family support.

12. The Change in Direction Paved the way for Masonicare to become a large continuum of care and services for seniors throughout the state of Connecticut Paved the way for Masonicare to become a large continuum of care and services for seniors throughout the state of Connecticut The expansion of the organization would continue for decades, but the mission to “Help, Aid and Assist” those in need as a charitable organization and not-for-profit continues today The expansion of the organization would continue for decades, but the mission to “Help, Aid and Assist” those in need as a charitable organization and not-for-profit continues today

13. Non-Profit Multi-Site Senior Living Organization 13

14. Starting with the Mission Statement Social accountability includes both the primary and current mission of an organization Social accountability includes both the primary and current mission of an organization The mission statements are the compass that drive all activities of the organization The mission statements are the compass that drive all activities of the organization They contain the “True North” of the organization They contain the “True North” of the organization

15. Masonicare Mission Statement To enhance quality of life through an exceptional continuum of person-centered care. Within this mission statement are key words that help to drive Masonicare’s social accountability Within this mission statement are key words that help to drive Masonicare’s social accountability It give us a sense of Bill George’s It give us a sense of Bill George’s “True North” for social accountability “True North” for social accountability

16. What are some key words in your mission statement? How do they inspire your “why” as an organization with regards to social accountability? What are some key words in your mission statement? How do they inspire your “why” as an organization with regards to social accountability?

17. Key Words To enhance quality of life through an exceptional continuum of person-centered care. Social accountability must enhance quality of life in the communities we serve. Social accountability must enhance quality of life in the communities we serve. Social accountability must also be person centered, meeting the individual needs of the person Social accountability must also be person centered, meeting the individual needs of the person

18. Vision Statement As we enter our second century of providing person-centered care, Masonicare will remain committed to innovative, values-based delivery of a continuum of services through an engaged workforce and transformational leadership. Includes key words that help us keep on track for social accountability Includes key words that help us keep on track for social accountability Many of these word mirror the mission statement Many of these word mirror the mission statement

19. Key Words As we enter our second century of providing person-centered care, Masonicare will remain committed to innovative, values-based delivery of a continuum of services through an engaged workforce and transformational leadership. Social accountability must be person centered Social accountability must be person centered Must be in keeping with our values Must be in keeping with our values Transformational leadership in the communities we serve Transformational leadership in the communities we serve

20. The Masonicare Journey with Social Accountability Some mistakes and success

21. Mistakes Cannot be all things to all people Cannot be all things to all people There are many causes that an organization can adopt for social accountability There are many causes that an organization can adopt for social accountability But which ones are in keeping with the mission of the organization? But which ones are in keeping with the mission of the organization?

22. Mistakes Masonicare began to organize social accountability efforts about ten years ago Masonicare began to organize social accountability efforts about ten years ago We were very ambitious We were very ambitious We took on too many activities We took on too many activities The problem was we did not have a plan or vision for social accountability that was connected to the mission The problem was we did not have a plan or vision for social accountability that was connected to the mission

23. Mistakes We became too fragmented in our efforts to benefit the community We became too fragmented in our efforts to benefit the community While we did help some people and took part in many worth while projects, the ‘why’ was missing While we did help some people and took part in many worth while projects, the ‘why’ was missing We were focused on recording as much activity as we could throughout the affiliates that make up Masonicare We were focused on recording as much activity as we could throughout the affiliates that make up Masonicare Staff loss interest Staff loss interest

24. Mistakes to Avoid When social accountability is focused on the numbers to report on the 990 over mission, it will be less effective When social accountability is focused on the numbers to report on the 990 over mission, it will be less effective Reporting activity and financial contribution is important, but it cannot be the reason for community benefit activities Reporting activity and financial contribution is important, but it cannot be the reason for community benefit activities Social accountability must consider the “Why” of the organization and mission statement to be effective, the rest will organically occur as staff, clients and board members understand it from the lens of mission Social accountability must consider the “Why” of the organization and mission statement to be effective, the rest will organically occur as staff, clients and board members understand it from the lens of mission

25. Success Over the past few years Masonicare has taken a different approach to social accountability Over the past few years Masonicare has taken a different approach to social accountability We began an organization-wide focus for social accountability that we considered to be in keeping with our mission. We began an organization-wide focus for social accountability that we considered to be in keeping with our mission.