commissioner tools pre-release 1 data date: april 29, 2014

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Commissioner Tools pre-Release 1 Data Date: April 29, 2014

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Commissioner Tools

pre-Release 1

Data Date: April 29, 2014

Presentation Overview

• Commissioner Tools Background• Approach & Concept• Capability Areas & Requirements• Unit Service Plan Incorporation• Reports & Dashboards• Timeline• Unit Service Plan Integration

Optional• Screenshots

2

Commissioner Tools Focus Group

Background

3

High-level view - Initial Approach

4

Focus Group

Rick Hillenbrand – Area Commissioner NER, Area 6Dom Bee – Asst. Council Commissioner, Bethesda MDRon Hathaway – Area Commissioner NER, Area 2Scott Hoopes – Asst. Council Commissioner, West Chester PAMarty Kasman – Area Commissioner WR, Area 4Garry Lewis – Unit Commissioner, Asst. Area Commissioner NER, Area 6Larry Tuell - Asst. Council Commissioner, Mechanicsburg PABill Yoder – District Commissioner, Hagerstown MDLarry Chase – National Commissioner Support Staff; Council Commissioner,

Atlanta GABob Hoffmeyer – Area Commissioner CR, Area 6Darlene Sprague – National Commissioner Support StaffDebra Kendrew – BSA National CIO Office, Program ManagerTom Ritchey – BSA Program DevelopmentDaphne Brizendine – BSA Program DevelopmentChaz Forester – BSA Development TeamSteve Sawyer – National Commissioner Support Staff Advisor

5

Concept

• Replace UVTS • Accessed via my.Scouting Tools• Natural Context sensitive• Reporting• Intuitive presentation• Supports existing “Simple and Unified”

Commissioner Mission Statement

6

Requirements Preparation

• Focus Group Established

• Review current capabilities

• Review current tools and processes

7

Two Sub-Groups

• Unit Commissioner sub-group

• Administrative Commissioner sub-group

8

Capabilities Required

9

Unit Commissioner Capability Areas (CA)

1. General Unit Commissioner Requirements

2. Support Unit Growth in JTE Criteria

3. Link Unit Needs to District Committee Resources

10

Unit Commissioner Capability Areas (continued)

4. Visiting Units & Reporting their Strengths and needs

5. Support On-time Charter Renewal

6. Support to Pre-charter, New and Reorganized Units

11

Administrative CommissionerCapability Areas

12

Release 1 - Summary of Capabilities

• Assign Unit Commissioner(s) to a Unit

• Access Unit Roster (Fieldsheet)• Record and View Commissioner Contacts

(previously called visits)

• Send and assist unit with Unit Assessment

• Ability to assess overall unit health

• Reporting

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• Summarize Contact information by

organization

• Commissioner Details (by type, number of

contacts, commissioner to Unit ratio, Units served, units by

health)

• Ability to drill down from Natural Context

through each level

Release 1 - Summary of Capabilities

14

Release 1 - Summary of Capabilities

15

Release 1 - Summary of Capabilities

16

17

Council Level Reports & Dashboards

• Unit Rosters

• Roundtable Attendance

• Leader Training Status

• Unit Contacts Report

• District Committee Roster

• Council Committee Roster

• Council Key 3

• Commissioner Cabinet Roster

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District Level Reports & Dashboards

• Unit Rosters

• Roundtable Attendance

• Leader Training Status

• Unit Contacts Report

• District Committee Roster

• Unit Health Report /Priority needs

• Unit and Youth Retention

• District Commissioner Staff Roster

• Units Assigned to Commissioners

• Commissioner to Unit Ratio

Unit Reports & Dashboards

• Unit Rosters

• Roundtable Attendance

• Leader Training Status

• Unit Contacts History Report

• District Committee Roster

• Unit Health Report /Priority needs

• Unit and Youth Retention

20

Exception Reports

• Units without a UC

• Untrained Commissioners

• Priority Units

• Unit Health

• District Committee Roster

• Unit Health Report /Priority needs

• Unit and Youth Retention

Release 1

21

Resources:•Unit Service Plan•Unit Contact Reports

IMPLEMENTATION

Process:•Execute the Plan•Maintain Accountability•Update as Needed

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Unit Service Plan

UNIT SERVICE PLAN

 

DATE: DISTRICT: 

TROOP: UNIT COMMISSIONER:

ASSESSMENT

  GREEN RED # ACTION NEEDED ACCOUNTABILITYTARGET

COMPLETIONDATE

ACTUALCOMPLETION

DATE

FINANCE

Budget    

5 4 3 2 1 1 [Describe action that will help raise assessment of performance; e.g., Develop a budget for September 1, 2013 - August 31, 2014.]

[Identify person & entity resposible; e.g., Jennifer Jones, committee member.]

MM/DD/YY MM/DD/YY

MEMBERSHIP

Retention             5 4 3 2 1          

Building Boy Scouting             5 4 3 2 1          

Annual Charter Renewal Process            

5 4 3 2 1          Webelos-to-Scout Transition            

5 4 3 2 1          

PROGRAM

Advancement             5 4 3 2 1          

Short-Term Camping             5 4 3 2 1          

Long Term Camping             5 4 3 2 1          

Service Projects             5 4 3 2 1          

Fitness             5 4 3 2 1          

Courts of Honor/Parents Meetings            

5 4 3 2 1          

LEADERSHIP

Trained Leadership            

5 4 3 2 1 1 [Describe action that will help raise assessment of performance; e.g., All unit leaders are current on Youth Protection Training.]

[Identify person & entity resposible; e.g., Ralph Johnson, troop committee member & Bob Adams, district training chair.]

MM/DD/YY MM/DD/YY

  2 [Describe action that will help raise assessment of performance; e.g., Scoutmaster to attend Wood Badge.]

[Identify person & entity resposible; e.g., Ralph Peterson, SM, and Bob Adams, district training chair.]

MM/DD/YY MM/DD/YY

5 4 3 2 1          Functioning Unit Key 3            

5 4 3 2 1          Patrol Method            

  5 4 3 2 1          

NOTES; 1. Add a checkbox in toolbox to indicate whether or not assessment was done jointly with unit leadership and COR.

2. Weight the 4 categories (Finance, Membership, Program, and Leadership) in calculating total assessment. Program should have greatest weight, followed by Membership, Leadership and then Finance.

3. Form has to be customized for various units types.  See Units 2014 tab