Planning and Evaluation Director at Northeast… · Jacksonvi…

Position Summary

The Planning and Evaluation Director provides strategic leadership for agency-wide planning, emergency preparedness, research, evaluation, performance management, compliance monitoring, quality improvement, and data analytics activities. This position is responsible for directing the development, implementation, monitoring, and evaluation of ElderSource's Area Plan, Strategic Plan, Disaster Preparedness Plan, Continuity of Operations Plan (COOP), and other planning initiatives. The Director ensures organizational compliance with applicable federal, state, local, contractual, and accreditation requirements while utilizing data-driven decision-making to improve organizational performance and outcomes for older adults, caregivers, and persons with disabilities.

The Planning and Evaluation Director serves as the agency's lead resource for needs assessments, research, program evaluation, performance measurement, consumer satisfaction, quality improvement, compliance monitoring, and reporting. The position works closely with executive leadership, management staff, community partners, funding agencies, and regulatory entities to ensure accountability, transparency, continuous improvement, and strategic alignment with ElderSource's mission.

I. Essential Duties and Responsibilities

The following duties are representative of the responsibilities assigned to this position. Other duties may be assigned.

A. Strategic Planning and Evaluation

• Direct all activities related to planning for ElderSource and Planning and Service Area (PSA) 4.
• Lead the development, revision, implementation, monitoring, and evaluation of the Area Plan.
• Works with the CEO to coordinate the development, implementation, and ongoing evaluation of the agency's Strategic Plan.
• Conduct community needs assessments and demographic analyses to identify emerging trends, service gaps, unmet needs, and opportunities.
• Conduct public meetings and hearings for community input.
• Utilize data from eCIRTS, GIS, referral systems, census data, consumer surveys, and other databases to support planning and evaluation activities.
• Support department leadership as needed with development and and evaluation of organizational performance measures and outcome indicators.
• Track and evaluate agency and PSA performance against established goals, objectives, and contractual requirements.
• Prepare reports, presentations, and recommendations for executive leadership, the Board of Directors, advisory councils, funding agencies, and community stakeholders.
• Conduct annual consumer satisfaction surveys and other evaluation activities to measure service effectiveness and quality.

B. Compliance, Quality Assurance, and Risk Management

• Direct and oversee agency compliance monitoring activities to ensure adherence to federal, state, local, contractual, accreditation, and regulatory requirements.
• Develop and implement monitoring systems to assess compliance with funding source contracts, laws, regulations, policies, and procedures.
• Conduct internal reviews, audits, and assessments of programs, operations, and contracted services.
• Review organizational policies and procedures on a regular basis and recommend revisions as needed to maintain compliance and improve organizational effectiveness.
• Collaborates with department leadership regarding organizational quality improvement initiatives utilizing data analysis and performance outcomes.
• Monitor implementation of corrective action plans and quality improvement initiatives.
• Assist departments in interpreting regulatory requirements and translating those requirements into operating procedures and business practices.
• Support preparations for accreditation reviews, state monitoring visits, audits, and other external evaluations.

C. Data Analytics and Research

• Direct the collection, validation, analysis, interpretation, and reporting of organizational and programmatic data.
• Ensure data integrity and effective utilization of agency information systems and reporting tools.
• Evaluates data related to aging services, caregiver support, health equity, social determinants of health, grant opportunities, and community needs.
• Develop meaningful dashboards, reports, and metrics to support executive and operational decision-making.
• Utilize research findings and evaluation results to support program development, innovation, and continuous improvement.
• Establish collaborative relationships with universities, research organizations, and community partners to advance research and evaluation efforts.

D. Emergency Preparedness and Continuity Planning

• Serves as the agency’s Emergency Coordinating Officer.
• Direct the development, maintenance, testing, and implementation of the Disaster Preparedness Plan and Continuity of Operations Plan (COOP).
• Represent ElderSource in disaster preparedness and emergency response coalitions, including VOAD, emergency management organizations, and other applicable community partnerships.
• Coordinate planning activities with local emergency operations centers, the Florida Department of Elder Affairs, FEMA, the American Red Cross, and other partners.
• Support disaster preparedness and recovery activities for older adults, caregivers, service providers, and community partners.

E. Grants, Reporting, and Organizational Development

• Identify, research, and support grant opportunities that align with organizational priorities.
• Assist with grant development, proposal preparation, evaluation design, and outcome measurement.
• Assist with completion of required annual reports, performance reports, and special studies.
• Communicate findings and recommendations to internal and external stakeholders through written reports, presentations, and public meetings.
• Facilitate stakeholder engagement activities including public hearings, focus groups, advisory council meetings, surveys, and community forums.

II. Working Relationships

• Executive Leadership Team: Works with all members of the Executive Leadership Team to ensure internal compliance and to provide them with timely data for their work.
• Alternate Emergency Coordinating Officers: Works with COO and VP of Community Services related to Disaster Preparedness and Response activities.
• Board and Advisory Council members: Responds member input as well as requests for information; engages members in planning activities including staffing ad hoc committees as needed and appropriate.
• Contracted Providers: Supports contract providers by providing them with needed data for their planning, seeking their input and support related to database requirements.
• Community Partners: Works collaboratively with partners to identify and address present and emergent needs.
• Community Members: Seeks input as to the needs of the community, ensuring they are represented in the agency’s plans.
• DOEA: Responding timely to DOEA requests.
• Grantors: Responding timely to grantors requests for information/data.

III. Supervisory Responsibilities

Directly supervises the e-CIRTS LAN Administrator and the e-CIRTS LAN Administrator Assistant.

IV. Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; uses sound judgment and reasoning.
• Analytical Skills - Synthesizes complex information; designs and evaluates processes; develops meaningful conclusions and recommendations from data.
• Strategic Thinking - Develops long-term objectives and strategies; aligns planning activities with organizational mission and goals.
• Customer Service - Responds promptly to stakeholder needs; seeks feedback; demonstrates commitment to service excellence.
• Leadership - Provides direction, motivation, and support to staff and teams; promotes accountability and results.
• Interpersonal Skills - Builds effective relationships; maintains confidentiality; manages conflict constructively; works collaboratively across departments.
• Oral Communication - Communicates effectively with diverse audiences; presents complex information clearly; facilitates meetings and discussions.
• Written Communication - Writes clearly and effectively; develops reports, plans, policies, grant proposals, and presentations.
• Professionalism - Demonstrates integrity, accountability, diplomacy, and sound judgment.
• Quality Management - Promotes continuous improvement, accuracy, compliance, and organizational excellence.
• Project Management - Successfully plans, organizes, coordinates, and monitors multiple initiatives simultaneously.

V. Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Bachelor’s Degree in Public Administration, Planning, Public Health, Health Services Administration, Human Services, Social Sciences, Business Administration, Evaluation, Research, or a related field. Three years experience in planning, evaluation, quality improvement, compliance, performance management, program development, research, program administration, or related functions. Two years of supervisory experience.. Experience with government-funded programs, grants management, contract compliance, and performance measurement preferred. Experience in aging services, healthcare, human services, or nonprofit organizations strongly preferred.

VI. Language Skills

• Ability to read, analyze, and interpret governmental regulations, contracts, technical procedures, and professional publications.
• Ability to prepare reports, plans, policies, grant applications, and business correspondence.
• Ability to effectively present information and respond to questions from leadership, boards, regulatory agencies, community organizations, and the public.

VII. Mathematical Skills

• Ability to analyze statistical information and performance data.
• Ability to work with percentages, ratios, forecasting methods, trends, and outcome measurement tools.
• Ability to interpret and communicate quantitative findings effectively.

VIII. Reasoning Ability

• Ability to define complex problems, collect relevant information, establish facts, and develop practical recommendations.
• Ability to interpret regulatory requirements and apply them to organizational operations.
• Ability to manage multiple priorities and make sound decisions with limited information.

IX. Computer Skills

To perform this job successfully, an individual should possess proficiency in:

• Microsoft Office Suite
• Database and reporting software
• Spreadsheet and statistical analysis tools
• Business intelligence and dashboard applications
• eCIRTS and related aging network data systems
• Geographic Information Systems (GIS) preferred
• Survey and evaluation software platforms

X. Other Skills and Abilities

• Advanced data analysis and performance measurement skills.
• Knowledge of quality improvement methodologies and compliance frameworks.
• Excellent organizational, project management, and facilitation skills.
• Ability to work independently while managing multiple priorities and deadlines.
• Ability to establish productive partnerships with governmental agencies, community stakeholders, providers, and funding organizations.

XI. Physical Demands

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to sit; use hands to operate computer equipment; reach with hands and arms; and talk and hear. The employee may occasionally lift and/or move up to 25 pounds.

XII. Work Environment

The work environment characteristics described here are representative of those encountered while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

XIII. Equal Opportunity Employer

ElderSource values all people in everything we do. We welcome the unique insights and perspectives of all persons in our pursuit of fulfilling our mission and serving the aging community with excellence.