Mission, Vision & Values

Policy FND-010  · Volume 1 · Governance & Administration  · Issued: 10/07/2025  · Updated: 10/14/2025
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This policy addresses maintaining Harbor Home Healthcare's current Mission, Vision, and Values statements as foundational guidance for ethical, person-centered, culturally sensitive service delivery and agency decision-making, ensuring they are kept as official, accessible documents and reviewed at least annually by the Governing Body, with the Administrator responsible for maintaining and presenting them during the annual policy review process.

This foundational policy states Harbor Home Healthcare LLC’s (“Harbor”) mission, vision, and values. Harbor uses this document to support governance, personnel orientation, client-centered service expectations, and consistent agency communication. This policy is intended to guide Harbor’s culture and decision-making, but it does not replace specific operational policies that govern client rights, personnel practices, supervision, complaints, records, quality improvement, or service delivery. (; ; ; ; )

Requirements

Harbor shall maintain this foundational statement in a simple, current, and accessible format so staff, leadership, clients, families, and reviewers can understand Harbor’s purpose, direction, and expected service values.

  • 1.1 Harbor shall maintain one current approved Mission, Vision and Values Statement. (; Ref: 5.1; Ref: 6)
  • 1.2 Harbor shall use the Mission, Vision and Values Statement as a foundational guide for governance, service delivery, personnel conduct, and client-centered decision-making. (; Ref: 5.2)
  • 1.3 Harbor shall introduce personnel to Harbor’s objectives and philosophy during orientation. (; Ref: 5.3)
  • 1.4 Harbor shall align its service culture with courtesy, consideration, respect, privacy, and client dignity. (; Ref: 5.2)
  • 1.5 Harbor shall review this foundational policy and the Mission, Vision and Values Statement at least annually and update them when needed. (; Ref: 5.5)
Mission, Vision and Values Statement

The following statement is Harbor’s approved Mission, Vision and Values Statement.

  • Mission: Harbor’s mission is to provide dependable, respectful, and client-centered non-skilled personal care and respite services that help clients remain safe, supported, and as independent as possible in their homes.
  • Vision: Harbor’s vision is to be a trusted home care provider known for reliable service, respectful care, responsible operations, and practical support for clients and families.
  • Values: Harbor’s core values are dignity, respect, reliability, safety, privacy, accountability, cultural awareness, and continuous improvement.
Definitions

The following definitions apply to this foundational policy.

  • Mission means Harbor’s statement of purpose and the reason Harbor provides services.
  • Vision means Harbor’s long-term direction and the standard Harbor seeks to achieve in service quality and community trust.
  • Values means the principles Harbor expects personnel to follow when serving clients, communicating with families, and performing assigned duties.
  • Mission, Vision and Values Statement means Harbor’s approved written statement describing its purpose, direction, and core service principles.
  • Foundational Policy means a policy that supports Harbor’s culture, governance, and organizational expectations but does not replace a specific operational policy.
Implementation Guidance

The following guidance explains how Harbor should apply this policy in a practical way.

  • A1 This policy should remain simple and practical. It defines Harbor’s organizational direction without creating unnecessary operational steps.
  • A2 Specific requirements for client rights, complaints, personnel conduct, training, service delivery, records, and quality improvement are addressed in separate Harbor policies.

This section identifies who is expected to understand and apply Harbor’s Mission, Vision and Values Statement. The statement applies across Harbor’s licensed home care operations and provides a common foundation for governance, personnel orientation, client interactions, supervision, and service expectations. (; )

Requirements

Harbor shall apply this foundational policy in a manner that supports consistent organizational direction, staff understanding, and client-centered service culture.

  • 2.1 Harbor leadership shall use the Mission, Vision and Values Statement to support consistent organizational direction and service expectations. (; Ref: 5.2)
  • 2.2 Personnel shall be introduced to Harbor’s objectives and philosophy during orientation. (; Ref: 5.3)
  • 2.3 Personnel shall conduct themselves in a manner consistent with Harbor’s approved values and applicable Harbor policies. ( Ref: 5.2; Ref: 7)
  • 2.4 Harbor shall apply this policy to client-facing materials, personnel-facing materials, and public-facing statements when Harbor uses its Mission, Vision and Values Statement outside the policy manual. ( Ref: 5.4)
Implementation Guidance

The following guidance explains how Harbor may communicate this foundational statement.

  • A3 Harbor may communicate the Mission, Vision and Values Statement through orientation materials, personnel handbook materials, client-facing materials, office postings, website content, or the policy manual.
  • A3.1 Harbor should avoid creating multiple versions of the statement. One approved version is easier to maintain and easier to verify during review.

This section explains why Harbor maintains a Mission, Vision and Values policy as part of its controlled policy system. This is a foundational policy. The citations below support governance oversight, written policy management, annual review, personnel orientation on the organization’s objectives and philosophy, and client-centered service expectations. They do not create a separate service requirement beyond the cited regulations. (; ; ; ; )

Requirements

Harbor shall use this foundational policy to support the following regulatory expectations.

  • 3.1 Harbor shall maintain Governing Body oversight of agency management, operations, and organizational direction. (; Ref: 4.1; Ref: 5.2)
  • 3.2 Harbor shall maintain this foundational policy as part of its controlled written policy system. (; Ref: 5.1; Ref: 6)
  • 3.3 Harbor shall review this foundational policy at least annually and submit recommended changes for Governing Body approval when needed. (; Ref: 5.5)
  • 3.4 Harbor shall introduce personnel to the organization’s objectives and philosophy during orientation. (; Ref: 5.3)
  • 3.5 Harbor shall support a service culture that treats clients with courtesy, consideration, respect, and privacy. (; Ref: 5.2; Ref: 7)
Implementation Guidance

The following guidance explains the purpose of this section.

  • A4 This policy supports regulatory compliance but does not replace the specific policies that govern client rights, personnel requirements, training, service delivery, records, complaints, or quality improvement.
  • A4.1 Detailed citation mapping and policy traceability are maintained in Section 8. ( Ref: 8)

This section assigns responsibility for approving, maintaining, communicating, and applying Harbor’s Mission, Vision and Values Statement. Clear responsibility helps ensure the statement remains current, practical, consistent with Harbor’s services, and useful for orientation, supervision, client service expectations, and policy review. (; ; ; )

4.1 Governing Body

The Governing Body provides oversight of Harbor’s foundational direction and approves material changes to the Mission, Vision and Values Statement.

  • 4.1.1 The Governing Body shall approve the Mission, Vision and Values Statement and any material revisions. (; ; Ref: 5.1)
  • 4.1.2 The Governing Body shall review this policy as part of Harbor’s annual policy review process. (; Ref: 5.5)
4.2 Administrator

The Administrator is responsible for maintaining the current approved statement, communicating it during orientation, and keeping commonly used versions consistent with the approved version.

  • 4.2.1 The Administrator shall maintain the current approved Mission, Vision and Values Statement in Harbor’s controlled policy or administrative records. (; Ref: 6)
  • 4.2.2 The Administrator shall ensure personnel are introduced to Harbor’s objectives and philosophy during orientation. (; Ref: 5.3)
  • 4.2.3 The Administrator shall ensure public-facing, client-facing, and personnel-facing versions of the statement remain consistent with the approved version when used. ( Ref: 5.4)
  • 4.2.4 The Administrator shall present recommended changes to the Governing Body when the statement or policy needs revision. (; Ref: 5.5)
4.3 Supervisors or Designees

Supervisors or designees support the practical use of Harbor’s values when coaching staff, responding to service concerns, or reinforcing conduct expectations.

  • 4.3.1 Supervisors or designees shall reinforce Harbor’s values when coaching staff, reviewing service concerns, or addressing conduct concerns. ( Ref: 5.2; Ref: 7)
4.4 Personnel

Personnel are responsible for following Harbor’s policies and representing Harbor in a manner consistent with the agency’s values.

  • 4.4.1 Personnel shall follow Harbor’s approved policies and conduct themselves in a manner consistent with Harbor’s values when representing Harbor or serving clients. ( Ref: 7)
Implementation Guidance

The following guidance explains how Harbor may apply these responsibilities without adding unnecessary administrative steps.

  • A5 In a small agency, the Administrator may maintain the Mission, Vision and Values Statement, provide orientation, and coordinate annual review without creating separate committees or extra forms.
  • A5.1 Staff conduct concerns should be handled under the applicable personnel, client rights, supervision, complaint, or quality improvement policy, not under this foundational policy alone.

This section describes the simple procedures Harbor uses to maintain, communicate, and review its Mission, Vision and Values Statement. These procedures are intentionally practical and limited to what is needed for governance, orientation, consistency of published materials, and annual policy review. (; ; )

5.1 Maintain the Mission, Vision and Values Statement

Harbor shall maintain one approved version of the Mission, Vision and Values Statement so staff and reviewers can identify the current version.

  • 5.1.1 Harbor shall maintain one current approved Mission, Vision and Values Statement. ()
  • 5.1.2 The statement may be maintained in the policy manual, personnel handbook, orientation materials, or another controlled administrative location. (; Ref: 6)
5.2 Use the Statement as a Foundational Guide

Harbor shall use the statement as a practical guide for agency culture and service expectations while relying on specific policies for operational requirements.

  • 5.2.1 Harbor shall use the Mission, Vision and Values Statement as a general guide for leadership decisions, personnel expectations, client service approach, and organizational culture. ()
  • 5.2.2 Harbor shall apply the statement together with specific Harbor policies that govern client rights, personnel conduct, service delivery, documentation, complaints, and quality improvement. ( Ref: 7)
5.3 Communicate During Orientation

Harbor shall introduce personnel to the agency’s objectives and philosophy during orientation using this statement or another approved summary.

  • 5.3.1 Harbor shall introduce personnel to Harbor’s objectives and philosophy during orientation using the Mission, Vision and Values Statement or another approved summary. ()
  • 5.3.2 Completion of orientation shall be documented through Harbor’s orientation process. (; Ref: 6)
5.4 Keep Published Versions Consistent

When Harbor uses the Mission, Vision and Values Statement outside the policy manual, the content should remain consistent with the approved version.

  • 5.4.1 When Harbor uses the Mission, Vision and Values Statement in client materials, personnel materials, website content, or office postings, the content shall be consistent with the approved version. ( Ref: 6)
  • 5.4.2 If the approved statement changes, Harbor shall update commonly used versions when practical. ( Ref: 6)
5.5 Review and Update

Harbor shall review the statement and this policy through the regular policy review process.

  • 5.5.1 Harbor shall review this policy and the Mission, Vision and Values Statement at least annually as part of the policy review process. ()
  • 5.5.2 Harbor may update the statement when services, leadership direction, client population, agency operations, or policy expectations materially change. ()
Implementation Guidance

The following guidance explains how Harbor should keep this process simple.

  • A6 Harbor should avoid creating multiple versions of the statement. One approved version is easier to maintain and easier to defend during review.
  • A7 The statement should be simple, practical, and understandable to staff, clients, and families.
  • A7.1 Harbor may use existing orientation records and annual policy review records instead of creating a separate Mission, Vision and Values tracking form.

This section identifies the basic records Harbor maintains to show that the Mission, Vision and Values Statement is current, approved, communicated during orientation when required, and reviewed through Harbor’s policy review process. Harbor may use existing policy records, orientation records, and administrative records rather than creating extra forms. (; ; )

Required Documentation

Harbor shall maintain documentation that is appropriate to the way the statement is used and reviewed.

  • 6.1 Current approved Mission, Vision and Values Statement. ()
  • 6.2 Evidence of Governing Body approval and annual review. (; )
  • 6.3 Orientation documentation showing personnel were introduced to Harbor’s objectives and philosophy. ()
  • 6.4 Copies or records of published versions when Harbor uses the statement in personnel-facing, client-facing, or public-facing materials.
Forms & Tools Matrix

The following matrix identifies existing records Harbor may use. A separate Mission, Vision and Values tracking form is not required unless Harbor chooses to create one.

Section 6 Requirement Form(s) / Tool(s) Used Record Location
Maintain the current approved Mission, Vision and Values Statement. Current policy or approved Mission, Vision and Values Statement. Controlled policy manual or administrative record.
Document approval and annual review. Policy approval record, policy review log, or Governing Body minutes. Controlled policy manual or governance file.
Show personnel were introduced to Harbor’s objectives and philosophy during orientation. Orientation checklist, training record, or personnel acknowledgment. Personnel file or training record.
Maintain consistent published versions when used. Personnel handbook page, client material, website copy, or office posting when applicable. Administrative record or controlled materials file.
Implementation Guidance

The following guidance explains how Harbor should maintain documentation without making the process cumbersome.

  • A8 Harbor may use existing orientation records and policy review records as evidence instead of creating a separate Mission, Vision and Values tracking form.
  • A9 The current approved statement should be easy to find in the policy manual or controlled administrative records.
  • A9.1 Published versions do not need to be separately logged unless Harbor needs a record for review, revision control, or audit purposes.

This section serves as the regulatory citation index for this foundational policy. It shows how Harbor’s Mission, Vision and Values Statement supports governance, written policy management, personnel orientation, and client-centered service expectations. This policy is a foundational document; the citations below support the use, approval, review, and communication of the statement but do not replace specific operational policies.

Citation Regulatory Requirement Summary How Used in This Policy / Internal Cross-References
Establishes Governing Body responsibility for the organization’s management, operation, and oversight. Supports Governing Body approval and alignment of Harbor’s mission, vision, values, and services. Refs: 1.2, 2.1, 3.1, 4.1, 5.2, 7
Requires written policies and procedures approved by the Governing Body. Supports approval and control of this foundational policy. Refs: 1.1, 3.2, 4.1.1, 4.2.1, 5.1, 6
Requires policies and procedures to be reviewed at least annually, with recommended changes submitted to the Governing Body for approval as necessary. Supports annual review of the Mission, Vision and Values Statement. Refs: 1.5, 3.3, 4.1.2, 4.2.4, 5.5, 6
Requires orientation to include the objectives and philosophy of the organization. Supports using Harbor’s Mission, Vision and Values Statement during orientation. Refs: 1.3, 2.2, 3.4, 4.2.2, 5.3, 6
Requires written procedures to ensure each client is treated with courtesy, consideration, respect, and privacy. Supports Harbor values related to dignity, respect, privacy, and client-centered service. Refs: 1.4, 3.5, 5.2, 7

Harbor shall maintain the current version of this policy as a controlled document within the policy and procedure manual and make it available for oversight, audit, payer review, or licensing survey activities. (; )

Implementation Guidance

The following guidance explains how this citation index should be used.

  • A11 Section 8 is the citation index for this foundational policy. Staff, leadership, inspectors, auditors, and payer reviewers may use this table to trace Harbor’s Mission, Vision and Values Statement to governance, policy review, orientation, and client-centered service expectations.
  • A12 Harbor should review this policy when services, leadership direction, agency operations, orientation content, or survey expectations change.
  • A13 This foundational policy should remain short and practical. Operational requirements should remain in the related policy sections that directly govern those activities.
Controlled document if viewed online. Uncontrolled if printed.