SMARTIE Goals: The Elder Index and Strategic Planning - A Tool for Achieving Equity

5 (1 vote)

Goals are the only way to achieve results for capacity building, strategic planning, and movement making. However, incorporating an equity framework within your goal setting process can take practice. Are the right people at the table? Who is not in the room? What can implementation and planning look like when inclusion and equity principles in strategic planning and goal setting are a need to have, and not a nice to have? How can our goal setting and planning activities meet the needs of a dynamic, diverse, and aging society? Join the National Council on Aging's Equity in Aging Collaborative leaders to shed some light on their work in elevating the Elder Index, examples of strategic planning and goal setting with diversity, equity, and inclusion at the forefront, and the need for guidance from tools like the SMARTIE Goals concept from The Management Center out of Washington, DC.

In this webinar, participants will be able to:

1. List examples of strategic planning and goal setting with diversity, equity, and inclusion at the forefront. 

2. Describe the need for guidance from tools like the SMARTIE Goals.

Vivian Nava-Schellinger (Moderator)

Director, Diversity, Equity, Inclusion and Community Impact

The SCAN Foundation

Vivian is the Director, Diversity, Equity, Inclusion and Community Impact at The SCAN Foundation. 

For over a decade, Nava-Schellinger has used equity as a baseline principle, whether working on large-scale reimbursement programs focused on Medicare/Medicaid populations, securing funding for health literacy programs to drive Affordable Care Act (ACA) outreach in vulnerable communities, or advocating for greater health and economic security across the lifespan for underrepresented populations.

A proud Tejana, born and raised along the U.S.-Mexico border in El Paso, Texas, Nava-Schellinger has successfully merge business strategy, development, organizational management, and health equity to ensure that all communities have access to the information they need to make informed decisions about their health and financial well-being. 

Nava-Schellinger is a graduate of the University of Texas at El Paso (B.A. Political Science, M.S. National Security Studies), and the Sandra Day O’Connor College of Law at Arizona State University (J.D.)

Alfreda Davis, MBA, JD, CPM

Chief of Staff

National Council on Aging

Alfreda Davis is a passionate, focused and results-driven, executive-level advisor with a history of accomplishments in promoting the success of high-impact public, private, and nonprofit organizations and developing talent to manage change and lead organizations. She has extensive real-life work experience as a leader, advocate, innovator, and problem solver. 

She has served in a number of prominent roles, including Chief of Staff to the Mayor of the District of Columbia; Chief of Staff to a City Councilmember; Chief of Staff to three City Administrators; Executive Director of two state labor education federations; Senior Federal Government Official; Political Campaign Manager; and Executive Director of two historic advocacy organizations for people of color.

Most recently, she completed service as Interim Chief of Staff for Women for Women International where she championed governance, strategic planning, and built a global diversity framework to guide WfWI in becoming a more equitable and inclusive organization. Davis is the Immediate Past Chair of the Board of Directors of the Thurgood Marshall Center Trust, where she has served as a volunteer for the past several years.

Davis earned her Bachelor's of Arts Degree in Political Science from George Mason University and a Juris Doctor (JD) and Master's in Business Administration (MBA) from George Washington University. She is also a graduate of the District of Columbia Government Certified Public Management Program.

Beyond work, Davis treasures spending time with her family. She also enjoys traveling to exotic locations, reading a good action novel, fishing, and has recently taken up golf again after a 10-year hiatus. Davis is also a native Washingtonian and is a proud graduate of DC Public Schools.

Ana R. Melgoza, MPA

Vice President of External Affairs

San Ysidro Health

Ana R. Melgoza, MPA, is Vice President of External Affairs for San Ysidro Health (SYHealth).  Ms. Melgoza  is committed to SYHealth’s mission of improving the health and well-being of the communities  served with access for all. Throughout her 18 year tenure, SYHealth has grown exponentially and today has 145,000 lives in their care.  Daily, over 2,600 staff members, of which 77% are women, deliver high-quality, compassionate medical, dental and behavioral health services in over 50 program and clinic sites throughout San Diego County.   SYHealth’s San Diego Program for All Inclusive Care for the Elderly (SD PACE) program is one of the nation’s fastest growing program.

 

As part of the Executive Team, Ms. Melgoza oversees government relations/advocacy, public/private/non-profit partnerships, private fund development, social media, media relations and corporate communications. She is a graduate of the National Urban Fellows Program, earning her Masters Degree in Public Administration from the Baruch School of Public Affairs in New York City.  Ms. Melgoza is an alumna of the Hispanas Organized for Political Equality Leadership Institute and a graduate of LEAD San Diego. 

 

Ms. Melgoza serves as: Advisory Member for the National Council on Aging- Equity in Aging Collaborative; Commissioner and Inaugural Chair for the Healthy Chula Vista Advisory Commission; District 1 Representative -San Diego County Health Services Advisory Board; and Boardmember for Circulate San Diego.  Ana was recently honored with the San Diego County Health Equity SHEro award for her advocacy and exemplary representation of service to all especially underserved families by County Vice Chair Nora Vargas.

S. Orlene Grant

President, Founder, and CEO

Juanita C. Grant Foundation

S. Orlene Grant, RN, MSN, is the President, Founder and CEO of the Juanita C. Grant Foundation whose mission is “to improve the lives of older adults through economic development, education, and training.” Ms. Grant is a innovative leader in the aging field as is known for building partnerships with government entities, higher education, local and national non-profit organizations in delivering national programs and services at the local level. Ms. Grant works collaboratively in the community to develop inclusive outreach programs to address high levels of elder poverty, lack of social connectedness, and financial hardships as a result of elder abuse and fraud. She is an advocate for equity in aging and elder justice. Ms. Grant leads training programs with Federal, state and local law enforcement on preventing elder abuse and fraud.  Ms. Grant is a frequent speaker and panelist at professional conferences such as the NCOA Age + Action Conference the Prince George’s County League of Women Voters. She has been  a frequent  guest on WHUR shows the Daily Drum and Taking It To the Street as well as WUSA9 Morning Show speaking on the topics of the value an intergenerational work culture, and financial scams targeting older adults. 

Ms. Grant serves on regional and national boards including elected to the National Alliance of Non-profit Insurance and elected Vice Chair of the Virginia Fairfax County’s Long Term Care Coordinating Counsel. Ms. Grant was also appointed Chair of the LTCCC Equity in Aging and Disabilities Committee.

In continuing her development as a non-profit leader, Ms. Grant has completed the American Society on Aging 2021 Leadership Class Certificate training, the 2022 Georgetown University McCourt School of Public Policy Center for Public and Nonprofit Management Executive Certificate program and 2023 SAGE Platinum level training certification.

 Ms. Grant received her Nursing undergraduate degree and Master’s in Community Mental Health and Psychiatric Nursing from Indiana University-Purdue University in Indianapolis, Indiana.

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SMARTIE Goals: The Elder Index and Strategic Planning - A Tool for Achieving Equity
05/26/2023 at 2:00 PM (EDT)  |  Recorded On: 05/25/2023  |   Closed captions available
05/26/2023 at 2:00 PM (EDT)  |  Recorded On: 05/25/2023  |   Closed captions available Join the National Council on Aging's Equity in Aging Collaborative leaders to shed some light on their work in elevating the Elder Index.
Evaluation: SMARTIE Goals: The Elder Index and Strategic Planning - A Tool for Achieving Equity
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