INDIANA

VIRGINIA

OHIO

NEW YORK

PENNSYLVANIANEW JERSEY

VT

Puerto Rico

Employee OrientationModule 1: Study of

PathStone

Updated 2009

Geographic Diversity

Description: PathStone’s operations have been divided into seven (7) Management “Best Practices” Systems that serve as the foundation for the Corporate Employee Modules.

Expected Outcome: In order to function effectively in their respective position, within one (1) year of full-time employment, each Employee will attain working knowledge of the seven (7) Employee Orientation Modules.

Employee Orientation Module I: Study of PathStoneHistory & MissionAdministrative & Central OverviewStrategic AgendaAdvocacy and Public Policy

Employee Orientation Module II: Governance Governance StructurePathStone By-lawsInterrelationship of Board & Staff

Employee Orientation Module III: Human ResourcesPersonnel Policies/Procedures Leadership Coaching

Employee Orientation Module IV: Communications Internal and External

Employee Orientation Module V: Planning & Evaluation

Integrated Planning Model/Project Life Cycle

Business Planning ProcessProject Evaluation ProcessManagement Information Systems

Employee Orientation Module VI: Financial Financial Management &

AccountabilityQuality Control Procedures

Employee Orientation Module VII: Program Operations Program IntegrationProgram Specific

In order to function effectively in their respective positions within one (1) year of full-time employment …

Each Supervisory and Management Staff Member will attain competency in Level 2 of Modules # 3, 5, 6 and 7:

In order to function effectively in their respective positions within one (1) year of full-time employment …

Each Supervisory and Management Staff Member will attain competency in Level 2 of Modules # 3, 5, 6 and 7:

• Human Resources• Planning & Evaluation• Finance• Program Operations

• Human Resources• Planning & Evaluation• Finance• Program Operations

Supervisor and Management MODULESSupervisor and Management MODULES

Key milestones in the rich history of PathStone The Mission of PathStone to the point of being able to

describe it to others The overall Administrative Structure The Central Office, corporate headquarters complex

in Rochester The Strategic Agenda Advocacy and Public Policy strategies for the

organization

Module 2: Governance

Outcomes for Participants

Participants will develop a working understanding of:

Welcome to PathStone!

HISTORY

In 1969, a small group of university educators, faith based advocacy groups, farmworker service providers, farmworkers and leaders of the New York State Agricultural Industry developed an umbrella organization for the purpose of attracting federal and state funds. These funds were to address the housing, employment, health, education, and emergency needs of farmworkers throughout New York State. The primary sponsor group was the New York State Center for Migrant Studies at State University of New York (SUNY) at Geneseo. The unincorporated group was named the Bureau of Program Funding (BPF).

The sponsor of The Bureau of Program Funding was the New York State Center for Migrant Studies at SUNY Geneseo.

PathStone

History.

History Continued…..

The Bureau of Program Funding became an incorporated not-for-profit organization and legally separated from Geneseo in 1971. The new organization was called Program Funding Inc.

The organization has gone through several name changes over the years:

– Bureau of Program Funding– Program Funding Inc. – Rural New York Farmworker Opportunities– Rural Opportunities, Inc.– PathStone Corporation

History Continued…..

Services gradually expanded from Western New York to statewide (1971) and soon into other states. The expertise and experience in providing comprehensive services to farmworkers created a positive reputation and encouragement to replicate services through a centralized administrative structure with decentralized program operations. The Adult Training & Employment Program, now called (NFJP) National Farmworkers Job Program generated our initial involvement into PA, NJ and OH.

• Pennsylvania in 1979• New Jersey in 1982• Ohio in 1985• Indiana in 1995• Puerto Rico in 1999• Vermont in 2005• Virginia in 2006

PathStone Today

To more fully reflect the geographic areas serviced by Rural Opportunities, Inc., the ROI Board of Directors have voted to rename our organization to PathStone Corporation. Our new name will allow us to represent all of the services and communities we now serve. We provide pathways to empower individuals and families to accomplish goals that will open doors to opportunities.

MISSION STATEMENT

“PathStone builds family and individual self sufficiency by strengthening farm worker, rural and urban communities. PathStone promotes social justice through programs and advocacy.”

Organizational StructureBoard of Directors

President/CEOStuart J. Mitchell

Chief Financial OfficerK. Ryck

Planning& Research

Sr VPJ. Lewis

Property Management

Sr VPK. Bryan

FinanceDepartment

Community& Economic

Develpmt(all states &Puerto Rico)

Sr VPL. Beaulac

Human Resources

Sr VP L. Zhu

CommunityServices

Sr VPG. Knapp

New York, Ohio,

Vermont

Sr ExecutiveDirectorV. Smith

Pennsylvania&

New Jersey

Sr ExecutiveDirector

K. Washington

Virginia T&E

Dir of Corporate Communications

E. Kessler

Puerto Rico T&E

Administrator of Corporate Operations

I. Barton

ExecutiveAssistantY. Ramos

Sr DirectorAsset MgmtB. Schiano

Real Estate

Develpmt(all states &Puerto Rico)

Sr VPS. Ottenweller

• 400 East Avenue• Administration• Finance• Human Resources• Planning & Research• New York State

• 404 East Avenue– Economic Development– Home Ownership

• 7 Prince Street– Community Economic

Development– Real Estate Development

• 6 Prince Street– Property Management

Central Office Complex

Rochester, New York

Administrative OversightStuart Mitchell, President/CEO

• Public Relations • Fundraising • Community Feedback• Overall Operations and Management • Governance – Board of Directors• Supervision of Executive Staff• Coordination of Public Policy and Advocacy

What Divisions are Located in Central?

What Divisions are Located in Central?

• Finance Office Kevin Ryck, Chief Financial Officer

• Human Resources Office Lisa Zhu, Sr. VP

• Planning & Research Office Jeffrey Lewis, Sr. VP

• New York State Operations Office Velma Smith, Exec. Director

• Community & Economic Development Lee Beaulac, Sr. VP

• Real Estate DevelopmentSusan Ottenweller, Sr. VP

• Property ManagementKathryn Bryan, Sr. VP

Nine Strategic Issues have been identified by the Senior Management Staff and Board of Directors as critical to address if PathStone is to continue its growth and overall effectiveness.

STRATEGICAGENDA

STRATEGICAGENDA

Strategic Issue # 1

PathStone will create a leadership culture which will provide development of and advancement opportunities for staff, resulting in attracting and retaining a committed workforce and allowing for successful transition of key positions. A way to measure results will be implemented as well as a way to recognize success.

Strategic Issue #2PathStone will teach and practice inclusion and partnership

at all levels of the organization and ensure that all staff understand and abide by our core values and action pledge.

Staff and Board will address deficits in all program operations in order to maintain and protect corporate assets. Follow up will be conducted at all Board meetings.

Strategic Issue #3

Strategic Issue #4Staff and Board will further diversify funding for both

restricted and un-restricted through sources of support that are not traditional to PathStone.

Strategic Issue #5

Staff and Board will implement a public policy strategy that is designed to protect and enhance on going support from Local, State and Federal resources for services to PathStone constituents.

Strategic Issue #6The Board of Directors and Executive Staff will develop

a well-designed plan to attract and sustain and transition competent, energized, committed volunteers for each Advisory Committee Affiliate and Corporate Board of Directors.

Strategic Issue #7PathStone will create a Brand Identity that clearly

communicates the work and value of each of the PathStone lines of business through Building Blocks, website and Elevator speech. The PathStone brand must answer the questions: Who are we? What do we do? How do we do it? Why should anyone care enough to support us?

Strategic Issue # 8

It is critically important that PathStone maintain regular communication with its participants, funding Sources, Community Partners and professional peers throughout its network of program offices. It is through networking; cooperation and regularly sharing of best practice that participants are effectively served.

Strategic Issue # 9

PathStone must engage in employee health management to ensure that the agency is able to continue offering affordable health care benefits. PathStone leadership must design a "healthy living" program which will give staff an incentive to participate in health risk assessments and other measures to improve employee health and lower medical claims, resulting in a slower rate of increase in medical premiums.

Advocacy

• Lobbying – influencing legislation – – PathStone is registered with the Internal Revenue Service and reports

lobbying activities.– Specific Senior Management are authorized by the CEO, to conduct

very specific lobbying, on their own time.

• Letter Writing, Faxes, e-mail to educate legislators and other groups – anyone on their own time

• Fundraising – – Committee for Farmworker Justice- voluntary– USA Farmworker PAC – voluntary– Deputy for Corporate Development through Building Blocks, Annual

Report, press releases

PROGRAMS WE OPERATE• Child and Family Development

• Community Revitalization [Community Building & Organizing]

• Emergency and Supportive Services

• Economic Development Services  [Community Economic Development]

• Health and Safety Services

• Home Ownership Services [Home Ownership Promotion]

• Housing Choice Services

• Housing Rehabilitation and Energy Services [Home Ownership Preservation]

• Manufactured Home Cooperative Project

• Property Management Services [Property and Asset Management]

• Real Estate Development

• Resident Services [Community Building & Organizing]

• Training and Employment Services

• Youth Education and Training Services