WHAT DOES A CEO DO?

Published: May 20, 2025 - The Chief Executive Officer oversees comprehensive company operations with an emphasis on fiscal oversight, strategic planning, and portfolio performance, while ensuring sound financial health and compliance through detailed reporting and budget management. This position leads property management activities including leasing, maintenance, and tenant relations, and establishes performance metrics to guide staff and evaluate capital improvement opportunities. This role cultivates strategic partnerships and aligns internal policies to foster a cohesive company culture and long-term organizational growth.

A Review of Professional Skills and Functions for Chief Executive Officer

1. CEO Duties

  • Training Management: Managing and developing the training programme and accompanying materials
  • Meeting Facilitation: Facilitating regular volunteer group meetings
  • Speaker Booking: Researching and booking a speaker for each bi-monthly support group meeting
  • Meeting Leadership: Attending and conducting meetings
  • Volunteer Supervision: Managing the supervision and support of volunteers and families
  • Caseload Oversight: Overseeing caseloads of Coordinators, matching and introducing volunteers to families, initial and ongoing assessments
  • Policy Review: Reviewing and updating processes and policies including monitoring and evaluation and risk assessment systems
  • Evaluation Development: Developing and maintaining effective monitoring and evaluation processes
  • Case Analysis: Developing case histories of families and qualitative analysis of the programme
  • Board Collaboration: Working closely with the board to ensure it has the requisite skills to govern the charity well and access to relevant external professional advice and expertise

2. CEO Details

  • Board Induction: Working with the Chairman to ensure that all members of the board receive appropriate induction, advice, information and training to gain best thinking and involvement of each member of the board
  • Fundraising Strategy: Developing, overseeing and monitoring an effective programme of income generation
  • Strategy Implementation: Developing and implementing a fundraising strategy
  • Fundraising Activities: Raising funds from charitable trusts, statutory sources, fundraising events, corporate donors, high net worth individuals and the National Lottery
  • Report Writing: Writing and delivering funding reports and evaluation/monitoring summaries for funders
  • Networking Outreach: Networking with statutory and community organisations for family referrals and fundraising
  • Community Engagement: Keeping abreast of government and local relevant initiatives
  • Meeting Representation: Attends relevant community meetings and forums on behalf of Family Friends
  • Presentation Delivery: Giving presentations to referring agents e.g. social work teams, health visitors, mental health units, family centres and local schools
  • Partnership Building: Building partnership links with local community organisations

3. Chief Executive Officer Responsibilities

  • Literature Production: Producing and/or organising all the charity’s literature, newsletters, website and occasionally preparing articles for publication
  • Governance Management: Being accountable to the board for the proper and effective management of the charity
  • Board Advisory: Ensuring that the board receives all necessary advice, guidance and information on matters relating to current performance, the short- and long-term future of the charity, regulatory and legal compliance, and other appropriate issues
  • Governance Review: Together with the Chairman ensuring that the board of trustees regularly reviews the charity’s governance structure, and assists with the board’s assessment of its own performance
  • Operational Management: Running the charity efficiently and effectively by ensuring that the charity has an appropriate management structure and management systems in order to fulfil its strategic objectives and to carry out its work
  • Risk Management: Ensure that the major risks to which the charity is exposed are reviewed regularly by the board and the executive team, and systems have been established to mitigate these risks
  • Compliance Assurance: Ensure that the charity fulfils all its legal, statutory and regulatory responsibilities
  • Financial Oversight: Responsible overall for the financial health of the charity
  • Accounts Supervision: Overseeing the production of annual accounts for auditing

4. CEO Job Summary

  • Management Oversight: Oversee all aspects of company management with a focus on fiscal management and portfolio quality
  • Property Management: Direct staff property management activities including leasing, rent collections, routine maintenance, vacancy management and unit turnover, and tenant retention
  • Performance Monitoring: Establish annual performance metrics for property management and maintenance and monitor performance
  • Budget Preparation: Prepare annual operating and capital budgets for OHA and its operating partnerships
  • Project Evaluation: Evaluate major capital improvement projects based on market conditions and prospective return on investment
  • Strategic Planning: In partnership with the Board, develop a multi-year strategic and asset management plan to identify longer-term capital improvement needs of the existing portfolio and identify potential opportunities for new unit development
  • Partnership Building: Foster strong ongoing partnership with Community Ventures
  • Collaboration Facilitation: Work with staff and Board leadership to identify additional opportunities to partner in order to leverage the strengths of the respective organizations to achieve operational efficiencies
  • Report Preparation: Prepare and review monthly and quarterly financial and operational reports for internal use, for presentation at quarterly board meetings, and to address questions from lenders and other stakeholders
  • Financial Management: Manage the overall financial condition of the organization including profitability, cash management, investment, debt management
  • Vendor Management: Manage relationships with partners/vendors
  • Culture Development: Establish policies and priorities to promote positive company culture and ensure staff align

5. CEO Functions

  • Operations Management: Manage overall operations, including resource development, financial monitoring and reporting, staff supervision, contract negotiation, marketing, and community outreach
  • Strategic Planning: With guidance from HFHI, the Board of Directors and the Advisory Council and the strategy committee, continue to develop and update the strategic plan
  • Governance Collaboration: Work with committees and Board of Directors and staff on governance, finance, fund development, operations, volunteer management, family selection, land acquisition and development, and all matters affecting the affiliate
  • Compliance Management: Work and interface with Habitat International and the Operations Manager to ensure the affiliate is in compliance with all National, State and local guidelines
  • Systems Oversight: Provide oversight to key systems (Salesforce, Zenefits, etc.) and grants (CDBG etc.)
  • Partnership Development: Develop all levels of community partnerships and manage existing alliances
  • Relationship Building: Build relationships across multiple jurisdictions in both Fresno and Madera Counties
  • Obligation Management: Manage Habitat tithe obligations to ensure global work is furthered
  • Budget Development: Work closely with Board and staff to develop annual operating budgets and tracking systems that ensure the affiliate is maintaining a sustainable model
  • Marketing Execution: Ensure annual outreach/marketing/PR plan is crafted and executed with fidelity
  • Messaging Management: Responsible for messaging delivered through website, social media, paper, press and other media

6. CEO Job Description

  • Objective Implementation: Implements center objectives as determined by governing body
  • Policy Development: Contributes to the development and revision of policies, procedures, guidelines, tools and systems that govern and guide center practices
  • Communication Coordination: Communicates with ROM when policy enforcement is not attainable
  • Resident Advocacy: Ensures resident's rights are maintained, including confidentiality of resident information, honoring resident's personal property, etc.
  • Team Leadership: Leads the Interdisciplinary Center team in daily activities, establishing an atmosphere/culture of respect, dignity and achievement
  • Relationship Management: Develops and maintains positive relationships with residents, patients, visitors, vendors, employees, and other individuals including addressing concerns or grievances
  • Compliance Monitoring: Ensures mandatory reporting requirements regarding abuse, neglect, and financial exploitation are followed
  • Department Oversight: Oversees and guides department managers in the use of departmental policies and procedures, work tools, promoting professional standards, and other management responsibilities
  • Public Relations: Promotes favorable public relations and serves as a spokesperson and role model in representing the Center in the community
  • Inspection Assistance: Meets with licensing authorities and accompanies/assists them throughout inspection or survey activity

7. Chief Executive Officer (CEO) Overview

  • Notification Communication: Communicates any and all notifications, requests or correspondence from governing or legal entities to appropriate positions within the home office
  • Credentialing Oversight: Ensures credentialing of independent contracted practitioners
  • Medical Coordination: Communicates with and facilitates role, functions and participation of the Medical Director
  • Facility Management: Oversees physical plant and plant operations, conducts rounds on a regular basis and ensures a safe, pleasant atmosphere
  • Safety Leadership: Chairs, or actively leads, the Center's safety program
  • Disaster Planning: Maintains an up-to-date disaster preparedness plan for the Center
  • Safety Maintenance: Ensures that safety equipment and information throughout the Center is maintained
  • Safety Reporting: Communicates any safety concerns to ROM that include plant or equipment concerns that require resources above and beyond what the center has access to
  • Consultation Services: Serves as a consultant for admissions, transfers and discharges
  • Performance Review: Reviews, evaluates and addresses work performance for staff

8. CEO Tasks

  • Hiring Management: Participates in hiring, disciplinary action, and firing
  • Policy Compliance: Follows and oversees personnel requirements as listed in policies, procedures, employee handbook
  • Committee Leadership: Leads, conducts, and/or participates in committee meetings that include Quality Assurance and Performance Improvement, Customer Care, Policy, Infection Control, Safety, Pharmacy, etc.
  • Staff Recruitment: Interviews and hires department heads and other staff positions within the Center
  • Consultation Coordination: Confers with home office personnel and contracted consultants concerning needs, problem areas, solutions and follows through on reports and recommendations from such
  • Budget Preparation: Participates in the preparation of the annual budget for the Center and each department
  • Financial Monitoring: Monitors financial controls and reports, communicates with the governing body, implements corrective action and budgetary constraints
  • Receivables Management: Leads in accounts receivable activity, following the outlined measures in collection
  • Billing Communication: Communicates with the home office billing department on a regular basis
  • Meeting Participation: Participates in weekly Medicare meetings and monthly triple-check
  • Licensure Maintenance: Maintains professional licensure, continuing education, and knowledge of current professional standards and practices
  • Staff Development: Promotes the professional growth of staff

9. CEO Roles

  • Strategic Oversight: Work closely with the Executive Committee and the Board of Directors to oversee and control all strategic and business aspects of the Company
  • Team Leadership: Lead and motivate subordinates to advance employee engagement and develop a high-performing managerial team
  • Operations Management: Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission
  • Investment Decisions: Make high-quality investing decisions to advance the business and increase profits
  • Compliance Enforcement: Enforce adherence to legal guidelines and in-house policies to maintain the company’s legality and business ethics
  • Report Analysis: Review financial and non-financial reports to devise solutions or improvements
  • Stakeholder Relations: Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders
  • Problem Solving: Analyse problematic situations and occurrences and provide solutions to ensure company survival and growth
  • Market Knowledge: Maintain a deep knowledge of the markets and industry of the company

10. CEO Additional Details

  • Operations Leadership: Provides senior management of all aspects of the company's operations
  • Staff Supervision: Supervises and directs managers and on-site direct reports from other departments
  • Compliance Management: Initiates, manages and monitors appropriate interventions to ensure compliance with local regulations or accrediting organizations and licensure requirements
  • Executive Collaboration: Collaborates with the rest of the executive team to optimize the growth and performance of the organization as measured by the financial statements
  • Strategic Planning: Responsible for strategic and fiscal planning, management, and accounting for the business
  • Growth Planning: Responsible for planning of future growth by assessing existing and future market needs, establishing priorities and identifying fiscal and human resource needs for future development
  • Recruitment Participation: Participates in recruitment activities
  • Scheduling Management: Establishes schedules and identifies staffing needs for the organization
  • Inspection Review: Reviews and acts on inspecting agencies' reports, and keeps department leadership informed
  • Team Development: Develops an efficient and effective collaborative relationship between team members, while fostering a positive working relationship
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