Project Sanctuary, Board of Directors Retreat

Saturday, June 7, 2008 s 10 AM  - 3 PM s Conrado Residence

 

Minutes

 

 

A         CALL TO ORDER

Chair Boyes called the meeting to order at 10:10 AM. The following members were present: Boyes, Webster, Conrado, Conway, and Puthuff. Members absent: Briggs and Meek. Executive Director Dina Polkinghorne was also absent.

 

B         AGENDA APPROVAL

ACTION: Upon motion by Webster, 2nd by Conway and carried (5-0) the agenda was approved as presented.   

 

C         CONSENT CALENDAR

  1. Approval of Minutes – May 2008
  2. Acceptance of April  2008 Financial Reports

 

ACTION: Upon motion by Conway, 2nd by Conrado and carried (5-0) the April financial reports were removed from the consent calendar and deferred to the July board meeting; the remainder of the consent calendar was approved.   

 

D         PUBLIC COMMENT

None   

 

E          TEAM BUILDING EXERCISE   

 

F.         RETREAT SESSION

 

1.      Review Last Year’s Goals

a.       Were goals accomplished, if not why?

b.      Should unaccomplished goals be kept or modified?

 

The board reviewed the goals. #1 - 3 have been completed. Regarding #4 (Develop a group of community advisors who would provide consultation services pro bono, as needed) the board determined that although PS Board has not formalized a group, they do have access to and have used several individual community members as needed.  Regarding goal #5 Director Conrado did attend non-profit performance training.

 

The Board reviewed the some individual member goals. Chair Boyes data collection goal was not met. The Board is in process regarding developing third prong (Prevention, Survivor Services, Transition)

 

Director Meeks were completed with the exception of recruiting Board Members and Personnel Policies

 

Director Saunders goals were completed.

 

Director Conrado’s goals regarding the Transition House are in process. .

 

Director Conway’s goal regarding a Tax Specialist (legal issues) has not been completed nor has there been a review of PS labor law compliance for employees.

 

The Board is in process with regard to Director Briggs goal of the removal of the dwelling behind the Transition house.

 

 

2.      Board Goal Setting for 08-09

 

The board set the following goals for 08-09.

 

1)    Shelter

a) to do maintenance list

b) feasibility study for converting child care building to  transition bldg.

2)    Data statistics - bench mark

3)    Continue to develop comprehensive Transition Plan

4)    Review and update Personnel Policies

5)    Recruit board members with variety of skills and knowledge

6)    Develop greater board awareness of programs and services

7)    Develop a plan for demolition of dwelling behind Transition house

8)    Restrict costs to grants to desired expenses

9)    Review budget develop method

 a) baseline budget

b) expense actual time

c) realistic revenue expectation

10)    Organization financial solvency

 

3.      Review of ED Priorities/Goals for 08-09 - Can board help reach those?

 

Tabled

 

4.   Budget Discussion and Possible Action

(If time allows, if not item will be table until the July 1, 2008 regular board meeting.)

 

            Tabled

 

G         MATTERS FROM THE BOARD

            None

 

H         ANNOUNCEMENT OF NEXT MEETING

Tuesday, July 1st, 2008

564 S. Dora St. Ukiah

6:00  PM

 

I           ADJOURN