Director, Planning and Allocations (Sr. Associate)
Director, Planning and Allocations (Sr. Associate) :
The role of the Community Planning & Allocations (CP&A) Department is to identify the needs of the Cleveland Jewish community and to work with appropriate partners to meet those needs. The Planning and Allocations Director (Sr. Associate) assists in managing the work and regular meetings of the Allocations Committee, Community Planning Committee and/or Strategic Planning Committee; works with beneficiary agencies of the Federation’s annual allocations process and to collaborate on planning activity; and works closely with lay partners to develop planning processes, prepare for meetings and move initiatives forward. The ideal candidate for this position is passionate about serving the Jewish Community, detail-oriented but can be big-picture focused, intellectually curious, and resourceful. All planning and allocations activity is conducted within the context of a lay/professional planning model.
The Planning and Allocations Director (Sr. Associate) is a full-time position reporting to the Managing Director of Community Planning and Allocations and is part of a dynamic and dedicated team. The Federation offers numerous benefits, including the opportunity to collaborate on a number of projects with other staff, a robust professional development program that is designed to meet the individual needs of every staff member, and an all-around positive work environment.
Essential Functions:Committee Management
- Provide staff support and leadership for assigned committee(s) working on specific areas of focus within the department in order to ensure effective engagement of all stakeholders in the community planning and allocations processes.
- Work with appropriate lay committees, agency professionals, and other experts to identify unmet needs and initiatives that would address these needs.
- Research best practices, write “white papers” on areas of focus, and evaluate implementation regularly.
- Assist in the oversight and management of annual allocations committee process and ongoing agency oversight.
- Prepare and process material for agency allocation requests.
- Assist the Allocations Committee in preparing annual recommendations reports to the Federation Board of Trustees. Research Responsibilities
- Conduct analysis of Federation-commissioned and other research to provide important information for planning, priority setting, and program development.
- Develop and maintain relationships with local academic centers and community planning organizations in order to expand the Federation’s network of research contacts.
- Cleveland Jewish Community Population study
- Strategic Plan implementation
- Older Adult Study
- Task forces on Alzheimer’s/Dementia, Aging in Place, and Financial Distress
- Jewish Camping initiative
- PJ Library evaluation
- Agency/Federation Relationships
- Special Needs Housing
- Day School Sustainability Study
- Moishe House Cleveland
- Federation staff members have an annual fundraising campaign assignment.
- Drafting speaker notes for Federation representatives to bring greetings to agency annual meetings.
- Additional development assignments as appropriate for their position – may include relationship building with lay and agency leadership, producing ongoing written communication regarding community needs or writing grant proposals.
Knowledge, Skills, Abilities and Personal Characteristics:
- Analytical, strategic thinking and problem solving skills
- The ability to interact with a wide constituency of community members, including lay and professional leadership
- Working knowledge of and/or experience in Jewish communal structure/organizations, the Jewish community, and Jewish culture and traditions
- Demonstrated and exceptionally strong written and verbal communication skills
- Ability to produce a high quality work product in a high performance, team based, consultative organization
- Project planning, execution and tracking progress from start to finish
Education, Training and/or Experience:
- Masters or advanced degree in nonprofit management, social service, research, or related field
- Five years of experience in research and planning, and outcome measures
- Work experience in a nonprofit organization is desirable; experience with nonprofit financials is a preferred
- Significant experience in qualitative and quantitative research and analysis
If you are qualified and interested in this exceptional opportunity, please send your resume and cover letter, in a pdf format, to .
- Employee Assistance Program (EAP)