Senior Associate, Planning

Jewish Federation of Cleveland | Beachwood, OH, United States

Posted Date 12/22/2021

About the Senior Manager, Planning:

The role of the Community Planning & Allocations (CP&A) Department is to identify the needs of the Cleveland Jewish community in the areas of social service, health, Jewish engagement, and to work with partners to meet those needs. The Planning Senior Associate assists in managing the work and regular meetings of the Community Planning Committee, Strategic Planning Committee, and/or any relevant task forces; 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 Senior Associate is a full-time position reporting to the Vice President 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

  1. 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.
  2. Work with appropriate lay committees, agency professionals, and other experts to identify unmet needs and initiatives that would address these needs.
  3. Research best practices, write “white papers” on areas of focus, and evaluate implementation regularly.

Research Responsibilities

  1. Conduct analysis of Federation-commissioned and other research to provide important information for planning, priority setting, and program development.
  2. Develop and maintain relationships with local academic centers and community planning organizations in order to expand the Federation’s network of research contacts.

Select projects currently undertaken by the CP&A Department include:

  1. Cleveland Jewish Community Population study
  2. Strategic Plan implementation
  3. Older Adult Study
  4. Task forces on Alzheimer’s/Dementia, Aging in Place, and Financial Distress
  5. Jewish Camping initiative
  6. PJ Library evaluation
  7. Housing for Individuals with disabilities
  8. Day School Sustainability Study
  9. Young adult engagement: Moishe House Cleveland, LEV Campus Fellowship

Additional Duties/Responsibilities

  1. Federation staff members have an annual fundraising campaign assignment.
  2. Drafting speaker notes for Federation representatives to bring greetings to agency annual meetings.
  3. 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.



  1. Experience using analytical models, strategic thinking, and problem-solving skills to develop collaborative plans
  2. Ability to interact with and build trust with a wide constituency of community members, including lay and professional leadership
  3. Working knowledge of and/or experience in Jewish communal structure/organizations, the Jewish community, and Jewish culture and traditions
  4. Exceptionally strong ability to write, edit, and proofread deliverables including speeches, memos, presentations, and reports
  5. Experience with self-directed project planning, execution and tracking progress from start to finish
  6. Ability to work on independent projects, manage multiple priorities and meet deadlines
  7. Ability to exercise initiative and sound judgment and to respond resourcefully under varying conditions
  8. Masters or advanced degree in nonprofit management, social service, research, or related field
  9. Five years of experience in research and planning, and outcome measures
  10. Work experience in a nonprofit organization is desirable; experience with nonprofit financials is a preferred
  11. Significant experience in qualitative and quantitative research and analysis


About the Federation:

The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 118 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.

Full Time
Community Planning
Organization Type
401(k) or 403(b) plans | dental | FSA | kosher food option available | leave early for Shabbat | Life Insurance | medical | Paid Holidays | paid vacation | parental leave | sick leave | vision
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