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EXECUTIVE SUMMARY OF THE 2001
MONTEFIORE STRATEGIC PLAN
On August 13, 2001 the Montefiore Board of Directors approved the strategic plan. The Board’s Stragetic Planning committee, through a comprehensive planning process, created a plan for Montefiore to continue to meet the increased needs of Cleveland’s aging Jewish population.
They completed an environmental scan and gathered input from Board members, staff, residents and community members. Building on Montefiore’s 120-year history of innovative programs and services, the completed plan
recommends strategic goals that will ensure Montefiore’s continued leadership position in the field of geriatric care and enhancement of senior adult lives. Key trends in senior healthcare that the Strategic Plan addresses:

  • Government regulations and
    changes in funding that impact the
    delivery of senior healthcare
  • Increased acuity of those entering
    nursing homes requires more
    extensive nursing and medical care
  • The desire of senior adults for
    independent living calls for more
    extensive community-based services

MONTEFIORE VALUE STATEMENTS
We serve people’s needs with commitment, compassion and caring, striving to assist people to live their lives with dignity and with maximum physical, mental, emotional and spiritual well-being.

We adhere to the tenets of Judaism as our foundation and operate our programs and services consistent with Jewish moral imperatives and cultures.

We are committed to integrity, excellence and continuous improvement in all aspects of our programs and services.

We believe that mutual respect and excellent communication are critical to the partnerships within our extended Montefiore family of residents, families, staff, volunteers, Board members, Auxiliary members and the community.

We are committed to serving an individual’s needs with personalized care and attention to detail, regardless of the individual’s ability to pay.

We endorse a collaborative role with other community organizations to maximize the effective delivery of services.

STRATEGIC GOAL 1:
BECOME A CENTER OF EXCELLENCE
FOR SENIOR HEALTHCARE

  • Developing and retaining the best
    trained staff
  • Redesigning Montefiore facilities to
    meet changing client needs
  • Creating Centers of Excellence for each
    service unit
  • Providing “cutting edge” medical care in
    each service unit

STRATEGIC GOAL 2:
ATTAIN FINANCIAL SELF-SUFFICIENCY
WITHIN THE MONTEFIORE FAMILY

  • Offering more extensive services
  • Ensuring a strong endowment and ongoing
    support for current and future services

STRATEGIC GOAL 3:
EXPAND MONTEFIORE’S PHYSICAL
PLANT TO PROVIDE FACILITIES IN
ORDER TO REACH A BROADER
SEGMENT OF THE AGING JEWISH
POPULATION

  • Studying the demand for new services
  • Establishing or expanding Home and
    Community-based services

STRATEGIC GOAL 4:
HEIGHTEN AWARENESS AND IMAGE
OF MONTEFIORE

  • Creating and implementing the
    Montefiore marketing plan to
    support the strategic goals and future
    organizational initiatives


MONTEFIORE STRATEGIC
PLANNING COMMITTEE:
Susan R. Hurwitz, Chair
Sally H. Wertheim, Ph.D.,
Co-Chair, Facilitator
Peggy Y. Garson
Gerald W. Goldberg
Lois K. Goodman
Harley I. Gross
Patricia Inglis
Sidney Lewine
Sylvia Morrison
Elmer I. Paull
Lauren B. Rock
Donald S. Scherzer
Karen Schleifer
Elaine Setnik
Harvey A. Siegel
Scott Wallenstein
Stanley E. Wertheim
Darrell A. Young
Keith A. Myers (Ex Officio)
Carol Weiss (Ex Officio)