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Management Checkup Training
Introductions
How did we get here?
Where are we now?
Objectives of Session
What are your expectations?
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Today’s Agenda
Essence of the Process Engage the Client Collect the Data Survey Specifics Develop Findings & Prepare Report Hands On Practice Quality Control Project Follow Up & Evaluation Wrap Up
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Engage the Client Collect the Data
Evaluate the ProjectDevelop Findings & Evaluate Results
Management Checkup Process Map
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Engage the Client
Initial Contact with Agency
CRM – Consultants Assigned
Meeting with Agency
Discussion – Purpose, Process, Role Clarifications, Questions
Send Contract Letter
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Collect the Data
Agency Provides the Participant Contact Information
Agency Sends Background Information (Recent Financials, Board Mtg Agenda/Minutes, By-Laws)
ESC Sends Survey Instructions to Participants
Agency Completes Survey
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Survey Specifics
Review of Items Being Assessed by Survey (Categories, Related Best Practices and Questions)
Use of Survey Monkey(What to be aware of)
Magic Behind the Curtain(Administrative Support)
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Develop Findings
Review Survey Results
Review Background Material Board Meeting Agendas/Minutes By-Laws Financials IRS 990 (Guidestar) Website
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Review Survey Results
Questions and Answers from the Six Sections(Board Governance, Financial Oversight, Financial Support, Operations & Quality, and Planning)
Best Practices: Standards against which the questions and answers are measured.
Focus on “Needs Work” & “No”, with special attention to comments, even when “Yes”
Identify strengths, weaknesses and key issues needing attention
Look for inconsistencies between responses and background info
Look for patterns, interdependencies, and inconsistencies between questions and sections
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Prepare Final Report
Objective:Provide client with the ability to
identify areas for improvement and help client set up and manage an improvement plan
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Management Checkup Final Report Template
Client and Consultant Information
Checkup Summary
Checkup Findings: Section by Section
Checkup Recommendations
Checkup Conclusions
Appendix: Client’s survey responses, including Best Practices
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Evaluate Results
Draft Final Report for In-House review Prepare for Client Meeting Send Draft Report Meet with ED/Board Chair to receive comments Offer ESC services & suggest
Improvement Plan (Optional) Offer meeting with Board of Directors (Optional)
Consider project complete
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Evaluate Project
Solicit client satisfaction feedback(30 days to 6 weeks)
Solicit Project Team feedback
Conduct current internal quality review
Conduct client outcomes review (Optional)
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Please take a moment to fill out the training evaluation before you leave.
Thank you for attending, and for your commitment to ESC!
Happy Consulting!
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Checkup Summary: Highlight positives, Comment on progress, Summarize numbers of Y/NW/N, Comment on areas of need, Other overview thoughts
Checkup Findings: Cite important & noteworthy strengths, weaknesses and inconsistencies, Let consultant experience & intuition be your guide, Read between the lines
Checkup Recommendations: Red-Immediate Attention, Yellow-Follow up, Identify those areas of infrastructure, financial or public vulnerability, Provide rationale and “how to” fix where necessary, Recognize resource limitations (how much can be done in 12-18 months)
Checkup Conclusions: Pull together findings & recommendations in wrap up, Overall general impressions, Identify two to five critical issues, Be prescriptive in describing how to make improvements, Offer ESC services tailored to identified needs
Management Checkup Final Report Template Notes