progress review and charter presentation meeting april 10, … · 2018. 4. 10. · progress review...

Laurel Highlands Council Boy Scouts of America

Progress Review and Charter Presentation Meeting April 10, 2018

AGENDA

I. Call to Order/Welcome Erich Smith A. Pledge of Allegiance B. Invocation C. Self-introductions

II. What We Plan to Accomplish Erich Smith A. Consider and Discuss Results of 2017 B. Communicate Opportunities to Build on

2017 Strengths and Address Deficiencies C. Progress Review Team Summary Comments and

Presentation of 2018 Charter

III. Progress Review A. Introduction of PowerPoint Presentation Jamie Shearer

(JTE Layout, Leading Indicators 2018 changes, etc.) B. Progress Review with Council Response Dr. G. Warren Smith

i. Finance Paul Pigman ii. Membership Alan Parks iii. Program Gordy Gebbens iv. Unit Service Don Scandrol v. Leadership and Governance Scott Cunningham

C. Points of Pride and Best Practices Erich Smith D. 2018 Challenges Erich Smith

IV. Questions and Answers All

V. Charter Presentation Dr. G. Warren Smith

VI. Closing Comments Erich Smith Sharon Moulds

2

Introduction

3

“Looking back on this year, our organization

has so much to celebrate. In all our programs, we’ve seen young people achieve incredible

things, from incredible community-serving Eagle projects, Scouts working with NASA to send an experiment to space, and a STEM Scout being named America’s Top Young

Scientist.”

~ Chief Scout Executive Mike Surbaugh

2017 Progress Review and

Charter Presentation

Laurel Highlands Council

Pittsburgh, PA

4

Journey to Excellence

2017 Gold Recognition

2016 Silver Recognition

2015 Silver Recognition

S

G

S

5

2017 Council Performance

ObjectiveBronze

Points

Silver

Points

Gold

Points

Finance Total Points: 600

Fiscal management 100 200 300

Fundraising 75 100 200

Endowment 25 50 100

Category total needed for JTE Gold: 200

Journey to Excellence – Finance

6

2017 Journey To Excellence Criterion #1

Operating Fund Unrestricted Net Assets(Retained Earnings)

YearOperating

Surplus (Def)

2013 $26,9332014 -$529,6902015 -$90,2312016 $136,1642017 $68,518

7


LeadingIndicator

Council-Generated Support(FOS, project sales, special events, foundations & trusts, other direct)

2017 Council

Comparison

Direct

Support

Philadelphia, PA $2,951,153Baltimore, MD $2,053,568Rochester, NY $933,083East Hartford, CT $1,259,754Providence, RI $1,453,969

8

Net Friends of Scouting Income

2017 Council

Comparison

Net

FOS

Philadelphia, PA $538,631Baltimore, MD $993,116Rochester, NY $339,838East Hartford, CT $189,817Providence, RI $468,153

9

Net Special Events Income

2017 Council

Comparison

Net Spec.

Events

Philadelphia, PA $1,088,661Baltimore, MD $778,959Rochester, NY $383,529East Hartford, CT $525,939Providence, RI $289,772

10

Foundations & Trusts Income

2017 Council

Comparison

Found. &

Trusts

Philadelphia, PA $1,138,975Baltimore, MD $79,884Rochester, NY $98,020East Hartford, CT $281,124Providence, RI $669,520

11

Net Product Sales Income

Year% of Operating

Income

2013 7.6%2014 9.8%2015 10.9%2016 10.8%2017 7.9%

12

Percent Operating Income from Investments(All investment income taken directly in the operating fund divided by total operating income)

13


New Permanent Endowment Gifts

2017 Council

Comparison

Endowment

Gifts

Philadelphia, PA $137,083Baltimore, MD $2,000Rochester, NY $249,355East Hartford, CT $12,812Providence, RI $36,191

14

Permanently Restricted

Unrestricted/Temporarily

Restricted

Endowment Fund Net Assets

2017 Council

Comparison

Permanent

Endowment

Philadelphia, PA $3,859,228Baltimore, MD $1,132,113Rochester, NY $9,408,641East Hartford, CT $3,924,414Providence, RI $10,576,503

15

(Operating cash & investments less accounts payable, notes payable, long term debt, & interfund loans)

Positive number indicates no net debt

Negative number indicates net debt

Net Debt Position – Total All Funds

16

(Cash & short term investments divided by accounts payable, accrued expenses & custodial accounts)

1.33 National Standard (Liquidity Ratio)

Operating Fund Liquidity Position

YearDays of Cash

on Hand

2013 582014 722015 1232016 1602017 155

17

2018 Council Performance Standards

Objective Bronze Level Silver Level Gold LevelBronze

Points

Silver

Points

Gold

Points

Finance Category Total Needed for Overall Gold: 200 Total Points: 600

Fiscal management: Maintain positive unrestricted net assets in the Operating Fund to support annual operating expenses.

Positive unrestricted operating net assets

or increase 2% (surplus plus/minus

transfers) over expenses

.08 ratio, or positive and increase 2%

(surplus plus/minus transfers) over

expenses

.25 ratio, or .08 and increase 2% (surplus plus/minus transfers)

over expenses

100 200 300

Fundraising: Increase council-generated net contributions in the Operating Fund over prior years.

Greater than or equal to prior three-year

average

3% growth over prior three-year average

10% growth over prior three-year

average75 100 200

Endowment: Add new permanently restricted gifts to the Endowment Fund, while increasing its ability to support operations.

New endowment gifts of at least 0.5% of

expensesor $10,000,

whichever is less

New endowment gifts of at least 1% of

expenses

New endowment gifts of at least 5% of

expenses; or achieve Silver, plus

endowment net assets equal three

times operating expenses.

25 50 100

Journey to Excellence – Finance

18


Objective Bronze PointsSilver

Points

Gold

Points

Membership Total Points: 800

Market Share 100 200 300

Membership/Youth Growth 75 100 200

New Member Recruiting 50 100 150

Youth Retention 50 100 150


Journey to Excellence – Membership

19

Council Market Share

Area Market Share

7.6% 2017 National Average


Total Market Share (Includes Explorers)

2017 Council

Comparison

Total Market

Share

Philadelphia, PA 5.2%Baltimore, MD 8.4%Rochester, NY 12.2%East Hartford, CT 8.1%Providence, RI 7.1%

20


Area Market Share


Cub Scout Market Share

2017 Council

Comparison

Cub Scout

Market Share


21


Area Market Share


Boy Scout Market Share

2017 Council

Comparison

Boy Scout

Market Share


22


Area Market Share


Venturing Market Share

2017 Council

Comparison

Venturing

Market Share


23


Area Market Share


Exploring Market Share

2017 Council

Comparison

Exploring

Market Share


24

Membership/Youth Growth

Council Growth

Area Average

-2.5% 2017 National Average


2017 Council

ComparisonYouth Growth

Philadelphia, PA 1.0%Baltimore, MD 0.1%Rochester, NY 0.1%East Hartford, CT -9.9%Providence, RI 3.8%

25

Tiger Membership

26

Wolf & Bear Membership

27

Webelos Membership

28

Boy Scout Membership

29

Venturing Membership

30

Exploring Membership

31

New Member Recruiting2017 Journey To Excellence Criterion #6

2017 Council

Comparison

New Youth

Recruiting

Philadelphia, PA 3,441Baltimore, MD 5,224Rochester, NY 3,029East Hartford, CT 2,682Providence, RI 3,284

32

New Cub Scouts Recruited(Full Year)

2017 Council

Comparison

New Cub

Scouts

Philadelphia, PA 2,655Baltimore, MD 3,862Rochester, NY 1,933East Hartford, CT 2,085Providence, RI 2,400

33

New Boy Scouts Recruited(Full Year)

2017 Council

Comparison

New Boy

Scouts

Philadelphia, PA 534Baltimore, MD 641Rochester, NY 322East Hartford, CT 376Providence, RI 532

34

New Venturers Recruited(Full Year)

2017 Council

Comparison

New

Venturers


35

Youth Retention

Council Retention Rate

Area Average



2017 Council

Comparison

Youth

Retention


36


Area Average


Cub Scout Retention

2017 Council

Comparison

Cub Scout

Retention


37


Area Average


Boy Scout Retention

2017 Council

Comparison

Boy Scout

Retention


38


Area Average


Venturing Retention

Council

Comparison

Venturing

Retention


39

32.6 2017 National Average

(Members per Unit)

Average Size Pack

40

0.2 2017 National Team Average

(Members per Unit)

24.3 2017 National Troop Average

(Members per Unit)

Average Size Troop/Team

41

21.7 2017 National Post Average

(Members per Unit)

6.7 2017 National Crew/Ship

Average (Members per Unit)

Average Size Crew/Ship and Post

42

Total Traditional Units & Exploring Posts(Packs, Troops, Teams, Crews, Ships and Posts)

2017 Council

Comparison

Traditional

Units


43



Points

Silver

Points

Gold

Points

Membership Category Total Needed for Overall Gold: 300 Total Points: 800

Community Impact: Increase market share including members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot programs) and Learning for Life Participants.

6% density or 1% growth in density

(i.e. 5.00% to 5.05%)

9% density, or 6% and 1% growth in density

15% density,or 9% and 1%

growth in density75 100 200

Membership/youth growth:

Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers and pilot programs).

Achieve growth in Cub Scout

membership.

Achieve growth in Cub Scouting and growth in

overall membership.

Achieve growth in Cub Scouting and 2% growth in overall membership.

75 100 200

New member recruiting:

Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot programs).

New Cub Scouts joining represent at

least 4% of TAYor increase in

recruiting new Cub Scouts by 1%

Achieve bronze, plus have an increase in new Boy Scouts or an increase in

new young adults (Venturers/Sea

Scouts/Explorers)

Achieve bronze, plus have an increase in new

Boy Scouts and an increase in new young adults (Venturers/Sea

Scouts/Explorers)

75 100 200

Youth retention: Improve retention rate of Cub Scouts, Boy Scouts, Venturers, and Sea Scouts.

67% retention or2 percentage points

increase(i.e. 58%-60%)

75% retention,or 67% and

2 percentage points increase

80% retention,or 75% and 2 percentage

points increase75 100 200

Journey to Excellence – Membership

44


ObjectiveBronze

Points

Silver

Points

Gold

Points

Program Total Points: 500

Cub Scout advancement 25 50 100

Boy Scout advancement 25 50 100

Cub Scout camping 25 50 100

Boy Scout camping 25 50 100

Community service 25 50 100


Journey to Excellence – Program

45

Council Advancement Rate

Area Average



LeadingIndicator

Cub Scout Advancement Rate(Per 100 Youth)

46

Council Advancement Rate

Area Average



LeadingIndicator

Boy Scout Advancement Rate(Per 100 Youth)

47

Total Attending Day Camp,

Resident Camp, or Family Camp

(Council Youth in or out-of Council)


LeadingIndicator

Cub Scout Camp Attendance

48


Total Attending Long term Camp

Total Council Scouts Attending

its Own Camp

LeadingIndicator

Boy Scout Long Term Camp Attendance

49

Net Camping Surplus (Deficit)

Operating Surplus (Deficit)

Net Operating/Camping Surplus (Deficit)(Using Council’s Accounting for Direct Income & Expenses)

50

Community Service Hours per Member2017 Journey To Excellence Criterion #12

YearTotal Service

Hours

2013 128,5342014 107,0312015 102,6372016 102,8742017 100,841

51



Points

Silver

Points

Gold

Points

Program Category Total Needed for Overall Gold: 125 Total Points: 500

Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.

48% or 2 percentage points increase(i.e. 35%-37%)

60%, or 48% and2 percentage points

increase


increase25 50 100

Boy Scout advancement: Increase the percentage of Boy Scouts and earning rank advancements.



increase


increase25 50 100

Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.



increase


increase25 50 100

Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.


67%, or 57% and 2 percentage points

increase


increase25 50 100

Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.

Average 4 hours per youth member or

.2 hour growth(i.e. 2.8 to 3.0)

Average 5 hours per youth member,or 4 hours and.2 hour growth

Average 8 hours per youth member,or 5 hours and.2 hour growth

25 50 100

Journey to Excellence – Program

52


ObjectiveBronze

Points

Silver

Points

Gold

Points

Unit Service Total Points: 600

Youth-serving executives 100 200 300

Unit retention/growth 75 100 200

Unit contacts 25 50 100


Journey to Excellence – Unit Service

53


LeadingIndicator

Total Available Youthper Youth-Serving Executive

YearTypical Count

YSE

2013 252014 232015 152016 152017 16

11,468

Gold Level

8,000 or Less

Bronze Level

14,001 to 22,000

Silver Level

8,001 to 14,000

54

Council Ratio



Unit Retention/Growth

55


Unit Contacts(As Recorded in Commissioner Tools)

YearTotal Units with

1 or More Visits

Grand Total

Visits Recorded

2015 66 1,2082016 71 1,2452017 129 2,215

56



Points

Silver

Points

Gold

Points

Unit Service Category Total Needed for Overall Gold: 200 Total Points: 600

Youth-serving executives: Maintain or improve ratio of youth-serving executives to total available youth.

1 YSE per 22,000 TAY or increase by 1 YSE over prior year

mode

1 YSE per 14,000 TAY 1 YSE per 8,000 TAY 100 200 300

Unit Retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.

Retain 90% of packs

and troops, or

maintain retention rate of packs and

troops and have an

increase in new units.

Retain 90% of packs

and troops and have

an increase in new units.

Retain 90% of

packs, troops,

crews, ships, clubs, and posts and have

an increase in new

units.

75 100 200

Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of unit contacts to packs, troops, crews, ships, clubs, and posts.

10% of units have 6 total assessments,

including one detailed assessment

recorded in Commissioner Tools.







25 50 100

Journey to Excellence – Unit Service

57


ObjectiveBronze

Points

Silver

Points

Gold

Points

Leadership and Governance Total Points: 500

Council Leadership 100 200 300

District Leadership 25 50 100

Unit Leadership 25 50 100


Journey to Excellence – Leadership & Governance

5858


Council Leadership

2017

Current Strategic Plan and selection of five targeted criteria accepted by the area.

Achieve bronze and improve in three of the five targeted criteria.

Achieve bronze and improve in four of the five targeted criteria.

Council Leadership Measures

59

Council Average

Regional Average



LeadingIndicator

Average District Committee Size

60

Council Percentage

Area Average



LeadingIndicator

Contact Leaders Trained(BSA Records for TL, DL, WL, CM, SM, 10, VC, NL, SK)

61

Youth Protection Training (All Positions)

62


(Volunteers per Unit)

Unit Level Volunteers(Packs, Troops, Teams, Crews, Ships)

63



Points

Silver

Points

Gold

Points

Leadership and Governance Category Total Needed for Overall Gold: 150 Total Points: 500

Council leadership: Have an active strategic plan with an engaged executive board.

Council has a current strategic plan that drives

its annual priorities and budget. Board selects five JTE criteria to target for

improvement in support of its strategic goals.

Achieve Bronze requirements, plus

show improvement in three of the five

targeted JTE criteria.

Achieve Bronze requirements, plus

show improvement in four of the five

targeted JTE criteria.

100 200 300

District leadership: Increase the number of volunteers serving on district committees.

Average of 14 per district or increase average by two persons per district

Average of 21, or average of 14 and

increase average by two persons per

district

Average of 32 or average of 21 and

increase average by two persons per

district

25 50 100

Unit leadership: Increase the number of direct contact leaders who are trained.

50% or 2 percentage points increase (i.e. 32%-

34%)


increase


increase25 50 100

Journey to Excellence – Leadership & Governance

64

Five JTE Criteria Targeted for Improvement

1 Fundraising

2 Youth Growth

3 Cub Scout Camping

4 Boy Scout Camping

5 District Leadership

65

THANK YOU!

66

JTE Metrics & Slide Data Source/Explanation

JTE Metrics are Updated Annually

➢ Past performance is considered

➢ Metrics are analyzed with correlations to growth

➢ Volunteer and professional representatives from each region review metrics and make recommendations

➢ Final standards for councils, districts, and units are approved in July

Slides:

#6 Retained earnings. The net value of the council operation which represents assets less liabilities, excluding any restricted funds.

#8 Includes gross FOS less uncollectible.

#9 Includes gross special events income less direct benefits to donors.

#11 Includes gross sales less cost of goods sold and commissions.

#12 Includes all investment income taken directly in the operating fund divided by total operating income.

#13 Endowment gifts are the total of current permanently restricted contributions recorded in the Endowment Fund during 2017 calendar year, divided by total expenses (Operating Fund) as of 12/31/17 and measured on 1/31/18.

67

JTE Metrics & Slide Data Source/Explanation

#14 Permanently restricted endowment is corpus of original gifts that can't be expended.

#15 Cash and short-term investments in the operating fund less accounts

payable, notes payable, long term debt, and Inter-fund loans representing all

funds. Does not include custodial funds.

#53 Total youth market divided by youth-serving executives. Includes Learning

for Life executives.

#60 Leaders of 11-year old Scouts- LDS (10)

Laurel Highlands Council #527 - Pittsburgh, PA

Boy Scouts of America

Final 2016 Journey to Excellence Performance

SNortheast Region Area 4

Fiscal Management:Fundraising:Endowment:

Market Share:Youth Growth:Retention:

Cub Scout Advancement:Boy Scout Advancement:Cub Scout Camping:Boy Scout Camping:Community Service:

Youth-Serving Executives:

Unit Contacts:

Council Leadership:District Leadership:Unit Leadership:

Operating unrestricted net assetsCouncil-generated contributionsNew permanent endowment gifts

Percent of available youth servedTraditional members and ExplorersTraditional members only

Number of boys advancing a rankNumber of boys advancing a rank

Long-term, high adventure, and moreService hours per member

TAY per youth-serving executive

Board leadership performanceDistrict committee membersDirect contact leaders trained

Day camp, family camp, resident camp

Voice of the Scout: Net Promoter Score

0.09 3.37% 300

DeterminedAchievement

PerformanceGrowth

PointsScore

Units visited 6 or more times

-12.19% 06.02% 100

8.93% -12.31% 100-15.75% 070.07% -1.42% 75

53.54% -5.35% 2552.79% 7.61% 10041.98% 0.08% 2566.75% 3.87% 1006.36 1.01 100

12,406 0 20090.15% 0.88% 5012.57% 1.55% 2544.19 25

2 20017.47 0.59 2565.70% 13.20% 100

Journey to Excellence Points Comparing to Same Month

0

250

500

750

1,000

1,250

1,500

1,750

2,000

Council Pts 1050 1100 1125 1575 1425 1675 1500 1350 1550 1875

Area Avg 992 1148 1202 1490 1425 1660 1652 1555 1888 1928

National Avg 896 1044 1117 1287 1310 1331 1506 1550 1593 1483

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

G

G

B

B

B

G

B

G

G

S

S

B

B

S

B

G

1,550 S

Finance (200 Points Minimum for Gold)

Membership (275 Points Minimum for Gold)

Program (125 Points Minimum for Gold)

Unit Service (175 Points Minimum for Gold)

Leadership & Governance (150 Pts Minimum for Gold)

Total Score (Bronze: 1000 Silver: 1350 Gold: 1650)

Traditional units onlyUnit Retention

Printed on 2/6/2018

Laurel Highlands Council #527 - Pittsburgh, PA

Boy Scouts of America

Final 2017 Journey to Excellence Performance

GNortheast Region Area 4

Fiscal Management:

Fundraising:

Endowment:

Market Share:

Youth Growth:

New Youth Recruiting:

Cub Scout Advancement:

Boy Scout Advancement:

Cub Scout Camping:

Boy Scout Camping:

Community Service:

Youth-Serving Executives:

Unit Contacts:

Council Leadership:

District Leadership:

Unit Leadership:

Operating unrestricted net assets

Council-generated contributions

New permanent endowment gifts

Percent of available youth served

Traditional members and Explorers

New Cubs/TAY and gain in new youth

Number of boys advancing a rank

Number of boys advancing a rank

Long-term, high adventure, and more

Service hours per member

TAY per youth-serving executive

Board leadership performance

District committee members

Direct contact leaders trained

Day camp, family camp, resident camp

0.08 1.01% 200

DeterminedAchievement

PerformanceGrowth

PointsScore

Units contacted 6 or more times

0.89% 75

3.84% 50

9.13% 2.22% 300

0.53% 75

5.58% 2.46% 50

62.84% 9.30% 100

50.66% -2.13% 50

37.59% -4.38% 25

65.67% -1.08% 25

6.20 -0.15 50

11,468 +1 200

94.43% -7 100

22.79% 10.22% 50

3 300

17.76 0.29 25

66.37% 0.67% 50

Journey to Excellence Points Comparing to Same Month

0

250

500

750

1,000

1,250

1,500

1,750

2,000

Council Pts 1050 1100 1125 1575 1425 1675 1500 1350 1550 1875

Area Avg 992 1148 1202 1490 1425 1660 1652 1555 1888 1928

National Avg 896 1044 1117 1287 1310 1331 1506 1550 1593 1483

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

S

B

S

G

B

B

G

S

B

B

S

S

S

S

G

B

S

1,875 G

Finance (200 Points Minimum for Gold)

Membership (275 Points Minimum for Gold)

Program (125 Points Minimum for Gold)

Unit Service (175 Points Minimum for Gold)

Leadership & Governance (150 Pts Minimum for Gold)

Total Score (Bronze: 1000 Silver: 1350 Gold: 1650)

% Retained and gain in new unitsUnit Retention/Growth

Retention: Traditional members only 79.24% 9.17% 150 G

Printed on 3/20/2018

Laurel Highlands Council #527

62- Unit Level Volunteers

2013 2014 2015 2016 2017Total 8,152 7,554 6,874 5,651 5,425Unit Avg 11.6 11.7 11.5 10.0 9.8

8,1527,554

6,874

5,651 5,425

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000


Points

Silver

Points

Gold

Points

Finance 600

#1Fundraising performance: Achieve district Exploring goals as defined by the council.

Meet/exceed goal established for bronze.

$__________

Meet or exceed goal established for silver.

$__________

Meet or exceed goal established for gold.

$__________150 200 400

#2Fundraising manpower: Achieve district goals as defined by the council.

Meet or exceed goal established for bronze.

Total of ______


Total of ______


Total of _____75 100 200

Participation 900

#3 Market share: Increase market share.0.25% density or 2%

growth(i.e. .200% to .204%)

0.60% density or 5% growth

1.75% density or 8% growth 100 200 300

#4Youth participation growth: Increase number of Explorers. Greater than last year 3% over prior year 5% over prior year 75 100 200

#5 Post/Club growth: Increase over prior year. 3% 5% 10% 75 100 200

#6Student interest data: Collect data on specific student career interests.

Collect data on 15 times year-end participation goal

Collect data on 20 times year-end participation goal

Collect data on 23 times year-end participation goal 75 100 200

Program 500

#7Post/Club programs: Posts and clubs Include interactive activities in meetings and programs.

40% of meetings include interactive activities

70% of meetings include interactive activities

85% of meetings include interactive activities 25 50 100

#8 Super activity: Posts conduct super activities. 30% of posts participate in a super activity

50% of posts participate in a super activity

60% of posts participate in a super activity 25 50 100

#9Community service: Increase community service provided by Explorers.

Average 3 hours per Explorer or 0.25 hour

increase

Average 4 hours per Explorer, or 3 hours and

0.25 hour increase

Average 6 hours per Explorer, or 4 hours and

0.25 hour increase25 50 100

#10Youth leadership: Have trained youth leadership.

40% of posts and clubs have youth officers

60% of posts and clubs have youth officers

80% of posts and clubs have youth officers 25 50 100

#11

Open house recruiting: Posts and clubs conduct a recruitment event annually during September - November.

65% of all posts and clubs based on 12/31 registration

75% of all posts and clubs based on 12/31 registration

85% of all posts and clubs based on 12/31 registration 25 50 100

Service Team 600

#12

Service team members: Increase the number of registered Service Team Members over prior year.

Ratio of 1:8, or 5% increase in number of

registered Team Members

1:6, or 1:8 ratio and 5% increase in total number of registered Team Members

1:4, or 1:6 ratio and 5% increase in total number of registered Team Members

100 200 300

#13

Post/Club performance: Improve the performance ratings using National Exploring Journey to Excellence Award metrics.

40% of the posts and clubs in the district achieve the Bronze award or above



100 200 300

Leadership & Governance 400

#14

District leadership: Increase number of registered volunteers on Exploring district committee.

At least 6 members or increase of one person

At least 12, or at least 6 and increase of two people

At least 19, or at least 12 and increase of three

people75 100 200

#15Trained Adults: Have registered and trained adult leaders.

30% completed Adult Explorer Leader training

55% completed Adult Explorer Leader training

75% completed Adult Explorer Leader training 75 100 200

Category Total Needed for Overall Gold: 150 Max Points:

Category Total Needed for Overall Gold: 200

Scoring: Gold- Total of 1,650 total points plus minimums in every category, Silver- Total of 1,350 points, Bronze- Total of 1,000 points

2018 District Planning, Performance, and Recognition




Exploring's Journey to Excellence

Max Points:

1 Achieve district fundraising goals in the name of Exploring as defined by the council.

2 Achieve district goals related to volunteers involved in fundraising as defined by the council.

3Total registered Explorers on 12/31/18 divided by total available youth. Total available youth (TAY) is defined as boys and girls, ages 14-17. TAY totals available from the National Exploring office.

4 Difference between 12/31/17 total number of Explorers and 12/31/18 total Explorers, divided by 12/31/17.

5 Total posts and clubs year-end 2018 less year-end 2017, divided by year-end 2017.

6

Collect student career interest data for 5th - 12th grade students. Data can be collected from either Learning for Life student career interest survey OR a school's own method. Data is defined as student name, grade and at least one career interest. Student phone numbers and addresses are not necessary, but very beneficial.

7 Post and club meetings consist of interactive activities that engage Explorers beyond lectures, reading handouts or watching slide shows.

8 A super activity is a major trip, activity or project requiring advanced planning and promotion by Explorers.

9Total service hours by club and post participants recorded on the Service Hours website on 12/31/18, divided by registered Explorers on 12/31/18.

10Youth officers - post/club president, vice president, secretary, and treasurer (or career field equivalent) - are active and trained. Training is defined as completion of a Youth Officers' Seminar.

11 The posts and clubs annually conduct an open houses or similar recruiting events.

12Increase the number of registered Service Team Volunteers over prior year, or maintain an appropriate ratio of service team members to number of registered posts/clubs.

13 Total number of posts and clubs rated as bronze, silver, or gold on 12/31/18, divided by the total number of posts and clubs.

14Increase the number of registered volunteers serving on the Exploring district committee who meet at least quarterly to address student career interest data collection, Exploring events, awards and recognitions and fundraising efforts.

15Percentage of all registered post and club leaders have completed Adult Explorer Leader Training. This is a proven indicator of post success and longevity.

Revised 7/11/17

Scoring the district's performance: To determine the district's performance level, the council will use the above information to measure the points earned for each of the 15 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Councils may offer up to 100 bonus points to their districts for strategic initiatives. These will be added to the total score, but will not be included in any category.

Leadership & Governance Measures

Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in thecorporate performance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvementduring the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guideyour performance improvement goal-planning. The district may qualify by meeting either determined or performance improvement standards.

2018 District Planning, Performance, and Recognition


Program Measures

Service Team Measures

Finance Measures

Participation Measures


Points

Silver

Points

Gold

Points

Finance 600

#1

Fiscal management: Maintain positive unrestricted net assets in the Operating Fund to support annual operating expenses.

Positive unrestricted operating net assets or increase 2%

(surplus plus or minus transfers) over expenses

.08 ratio, or positive and increase 2% (surplus plus or

minus transfers) over expenses

.25 ratio, or .08 and increase 2% (surplus plus or minus transfers)

over expenses100 200 300

#2

Fundraising: Increase council-generated net contributions in the Operating Fund over prior years.

Greater than or equal to prior three year average

3% growth over prior three year average

10% growth over prior three year average 75 100 200

#3

Endowment: Add new permanently restricted gifts to the Endowment Fund, while increasing its ability to support operations.

New endowment gifts of at least 0.5% of expenses or $10,000,

whichever is less

New endowment gifts of at least 1% of expenses

New endowment gifts of at least 5% of expenses; or achieve Silver, plus endowment net

assets equal three times operating expenses

25 50 100

Membership 800

#4

Community impact: Increase market share, including members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot programs) and Learning for Life participants.

6% density or 1% growth in density (i.e. 5.00% to 5.05%)


15% density, or 9% and 1% growth in density 75 100 200

#5

Membership/youth growth: Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.)

Achieve growth in Cub Scout membership.

Achieve growth in Cub Scouting and growth in overall

membership.

Achieve growth in Cub Scouting and 2% growth in overall

membership.75 100 200

#6

New member recruiting: Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.)

New Cub Scouts joining represent at least 4% of TAY or increase in recruiting new Cub

Scouts by 1%

Achieve bronze, plus have an increase in new Boy Scouts or

an increase in new young adults (Venturers/Sea

Scouts/Explorers)

Achieve bronze, plus have an increase in new Boy Scouts and an increase in new young adults

(Venturers/Sea Scouts/Explorers)

75 100 200

#7Youth retention: Improve retention rate of Cub Scouts, Boy Scouts, Venturers, and Sea Scouts.

67% retention or 2 percentage points increase (i.e. 58%-60%)

75% retention, or 67% and 2 percentage points increase

80% retention, or 75% and 2 percentage points increase 75 100 200

Program 500

#8

Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.

48% or 2 percentage points increase (i.e. 35%-37%)

60%, or 48% and 2 percentage points increase

72%, or 60% and 2 percentage points increase 25 50 100

#9

Boy Scout advancement: Increase the percentage of Boy Scouts earning rank advancements.




#10

Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.




#11

Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.




#12

Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.

Average 4 hours per youth member or .2 hour growth (i.e.

2.8 to 3.0)

Average 5 hours per youth member, or 4 hours and .2 hour

growth

Average 8 hours per youth member, or 5 hours and .2 hour

growth25 50 100

Unit Service 600

#13

Youth-serving executives: Maintain or improve ratio of youth-serving executives to total available youth.

1 YSE per 22,000 TAY or increase of 1 YSE over prior

year mode1 YSE per 14,000 TAY 1 YSE per 8,000 TAY 100 200 300

#14

Unit retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.

Retain 90% of packs and troops, or maintain retention rate of

packs and troops and have an increase in new units.

Retain 90% of packs and troops and have an increase in new

units.

Retain 90% of packs, troops, crews, ships, clubs, and posts and have an increase in new

units.

75 100 200

#15

Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of unit contacts to packs, troops, crews, ships, clubs, and posts.

10% of units have 6 total assessments, including one

detailed assessment recordedin Commissioner Tools.





25 50 100

Leadership and Governance 500

#16Council leadership: Have an active strategic plan with an engaged executive board.

Council has a current strategic plan that drives its annual

priorities and budget. Board selects five JTE criteria to target for improvement in support of its

strategic goals.

Achieve bronze requirements, plus show improvement in three of the five targeted JTE criteria.

Achieve bronze requirements, plus show improvement in four of

the five targeted JTE criteria.100 200 300

#17District leadership: Increase the number of volunteers serving on district committees.

Average of 14 per district or increase average by two

persons per district

Average of 21, or average of 14 and increase average by two

persons per district

Average of 32, or average of 21 and increase average by two

persons per district25 50 100

#18Unit leadership: Increase the number of direct contact leaders who are trained.




Category Total Needed for Overall Gold: 150 Total Possible:





Scouting's Journey to Excellence

2018 Council Planning, Performance, and Recognition

Item


1

Unrestricted net assets (Operating Fund) as of 12/31/18, divided by total expenses (Operating Fund) as of 12/31/18, and measured on 1/31/19. Performance improvement standard is measured by taking the operating surplus, adding transfers into the operating fund, while subtracting transfers out, and dividing the net result by total operating expenses. The council must complete a December transmittal for JTE by 1/31/19 in order for the finance results to be counted.

2Total of current and reclassified contributions in the Operating Fund, including FOS, project sales, net special events, foundations and trusts, and other direct support accounts (except legacies and bequests) as of 12/31/18 (A), and measured on 1/31/19, minus the average of same contributions accounts for the years of 2015-2017 (B), divided by the same prior three years' average (B). (A-B)/B

3Endowment gifts are the total of current permanently restricted contributions recorded in the Endowment Fund during 2018 calendar year, divided by total expenses (Operating Fund) as of 12/31/18, and measured on 1/31/19. Endowment net assets include total of unrestricted, temporarily restricted, and permanently restricted as of 12/31/18, and measured on 1/31/19.

4 Total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot program members, and Learning for Life participants on 12/31/18, divided by total available youth (TAY).

5 Bronze: Difference between 12/31/18 total Cub Scouts and 12/31/17 total Cub Scouts, divided by 12/31/17 total Cub Scouts. Silver/Gold: Same calculation including total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.

6

Bronze: Number of new Cub Scouts registered during 2018 divided by total available youth of Cub Scout age OR increase in number of new Cub Scouts registered in 2018 as compared to 2017. Silver/Gold : Increase in number of new Boy Scouts registered in 2018 as compared to 2017. Increase in number of new Venturers, Sea Scouts, and Explorers registered in 2018 as compared to 2017. New members in approved membership pilots will be included in the appropriate age groups.

7 Percent of Lone Cub Scouts, Cub Scouts, Lone Boy Scouts, Boy Scouts, Venturers, and Sea Scouts remaining registered after one year (12/31/17 to 12/31/18), including all transfers. Youth who turn 18 within the year are not included in the calculations.

8 Total number of Cub Scouts advancing at least one rank (Bobcat - Arrow of Light) during 2018, divided by total Cub Scouts on 12/31/18.

9 Total number of Boy Scouts advancing at least one rank (Scout - Eagle) during 2018, divided by total Boy Scouts on 12/31/18.

10 Council Cub Scouts attending any in-council/out-of-council day camp (including STEM), twilight camp, resident camp, or family camp during the period of 9/1/16 through 8/31/17, divided by Cub Scout membership on 6/30/17.

11 Council Boy Scouts attending any in-council/out-of-council long-term summer camp, high-adventure experience, jamboree, specialty camp (such as STEM), or serving on camp staff during the period of 9/1/17 through 8/31/18, divided by Boy Scout membership on 6/30/18.

12 Total service hours by Scouts, leaders, and other participants recorded on Service Hours website or through Scoutbook on 12/31/18, divided by registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers) on 12/31/18.

13 Total available youth population divided by the typical count (monthly modal average) of youth-serving executives (LFL-certified executives plus unit-serving executives) employed during 2018. Part-time executives and others in approved positions are included.

14Bronze/Silver: Percent of packs and troops remaining registered after one year (12/31/17 to 12/31/18). Gold: Percent of units (packs, troops, crews, ships, clubs, and posts) remaining registered after one year. Performance improvement standard is measured by taking the number of new units (packs, troops, crews, ships, clubs, or posts) organized during 2018 and subtracting the number of new units organized during 2017.

15Number of unique units receiving six or more assessments, as recorded in Commissioner Tools during 2018, divided by total number of packs, troops, crews, ships, clubs, and posts on 12/31/18. Every unit is required to have a detailed health assessment annually, and it must be recorded in Commissioner Tools in order to be counted.

16

It is recommended that the council engages with the BSA Strategy Team to develop or update its strategic plan and uses the tools available. Bronze: Council has sent to the Strategic Performance Department its current strategic plan that expires on or after 12/31/18. The executive board uses its council strategic plan to drive its annual priorities and budget, selecting 5 JTE criteria to improve—in support of its strategic plan. The

selection of 5 JTE criteria is accepted by the area and submitted to the Strategic Performance Department by 12/15/17. Silver: Bronze, plus achieve growth (improved percentage, not necessary to have more points) in three of the five targeted criteria. Gold: Bronze, plus achieve growth in four of the five targeted criteria.

17Total of district committee members, including District chairmen (61), District vice chairmen (62), Neighborhood chairmen (64), District members-at-large (75), and District commissioners (81) on 12/31/18, divided by the number of districts containing traditional units on 12/31/18. A person will be counted only once, even if registered in more than one position.

18Number of Cubmasters (CM), Tiger Cub den leaders (TL), Den leaders (DL), Webelos den leaders (WL), Scoutmasters (SM), Leaders of 11-year old Scouts- LDS (10), Crew advisors (NL), and Skippers (SK), paid or multiple registration, completing essential training requirements for their position by 12/31/18, divided by total number in the positions listed above on 12/31/18.

Unit Service Measures


Scoring the council's performance: To determine the council's performance level, the National Council will use the above information to measure the points earned for each of the 18 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Bonus points may be offered and added to the total score, but will not be included in any category.


2018 Council Planning, Performance, and Recognition

Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in the corporateperformance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvement during the year, andrecognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guide your performanceimprovement goal-planning. The council may qualify by meeting either determined or performance improvement standards.

Finance Measures

Membership Measures

Program Measures

Revised 7/20/17 513-109

Objective Bronze Level Silver Level Gold LevelBronze Points

Silver Points

Gold Points

Finance 500

#1Fundraising performance: Achieve district finance goals as defined by the council.




100 200 300

#2Fundraising manpower: Achieve district goals related to volunteers involved in fundraising as defined by the council.




75 100 200

Membership 800

#3Market share: Increase market share of members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers).

6% density or 1% growth in density (i.e. 5.00% to

5.05%)



75 100 200

#4

Membership/youth growth: Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.

Achieve growth in Cub Scout membership.

Achieve growth in Cub Scouting and growth in

overall membership.

Achieve growth in Cub Scouting and 2% growth in

overall membership.75 100 200

#5

New member recruiting: Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, pilot program members, and Explorers.)

New Cub Scouts joining represent at least 4% of

TAY or increase in recruiting new Cub Scouts

by 1%

Achieve bronze, plus have an increase in new Boy Scouts or an increase in

new young adults (Venturers/Sea

Scouts/Explorers)

Achieve bronze, plus have an increase in new Boy

Scouts and an increase in new young adults (Venturers/Sea

Scouts/Explorers)

75 100 200

#6Youth retention: Improve retention rate of traditional members.

67% retention or 2 percentage points increase

(i.e. 58%-60%)

75% retention, or 67% and 2 percentage points

increase

80% retention, or 75% and 2 percentage points

increase75 100 200

Program 600

#7Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.




75 100 200

#8Boy Scout advancement: Increase the percentage of Boy Scouts earning rank advancements.




25 50 100

#9Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.




25 50 100

#10Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.




25 50 100

#11Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.

Average 4 hours per youth member or .2 hour growth

(i.e. 2.8 to 3.0)

Average 5 hours per youth member, or 4 hours and .2

hour growth

Average 8 hours per youth member, or 5 hours and .2

hour growth25 50 100

Unit Service 600

#12Unit retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.

Retain 90% of packs and troops, or maintain

retention rate of packs and troops and have an


Retain 90% of packs and troops and have an


Retain 90% of packs, troops, crews, ships, clubs,

and posts and have an increase in new units.

75 100 200

#13

Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of significant unit contacts to packs, troops, crews, ships, clubs, and posts.


detailed assessment recorded

in Commissioner Tools.







75 100 200

#14Unit performance: Improve the performance ratings of units using Journey to Excellence metrics.

Have 50% of the units in the district achieve the

Bronze award or above.


Bronze award or above.


Bronze award or above.75 100 200

Leadership & Governance 500

#15District committee: Increase the effectiveness of the district committee.

Have a registered district chairman, vice chairman,

commissioner, and 11 other members - 14 total

Have a registered district chairman, 2 vice chairmen,


Have a registered district chairman, 3 vice chairmen,


75 100 200

#16Unit leadership: Increase the number of direct contact leaders who are trained.




100 200 300


Scouting's Journey to Excellence2018 District Planning, Performance, and Recognition

Item

Category Total Needed for Overall Gold: 175 Total Points:





1The council will approve goals for the district, defining bronze, silver, and gold determined standards. The district may be evaluated based upon achieving an overall fundraising goal or achievement of the individual elements, as defined by the council. There is no improvement performance standard for this criterion, as it is being measured against goals.

2The council will approve goals pertaining to the recruitment and involvement of volunteers for the district fundraising campaigns, defining bronze, silver, and gold determined standards.

3 Total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers on 12/31/18, divided by total available youth (TAY).

4Bronze: Difference between 12/31/18 total Cub Scouts and 12/31/17 total Cub Scouts, divided by 12/31/17 total Cub Scouts. Silver/Gold: Same calculation including total of Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.

5

Bronze: Number of new Cub Scouts registered during 2018 divided by total available youth of Cub Scout age OR increase in number of new Cub Scouts registered in 2018 as compared to 2017. Silver/Gold: Increase in number of new Boy Scouts registered in 2018 as compared to 2017. Increase in number of new Venturers, Sea Scouts, and Explorers registered in 2018 as compared to 2017. New members in approved membership pilots will be included in the appropriate age groups.

6Percent of Lone Cub Scouts, Cub Scouts, Lone Boy Scouts, Boy Scouts, Venturers, and Sea Scouts remaining registered after one year (12/31/17 to 12/31/18), including all transfers. Youth who turn 18 within the year are not included in the calculations.

7 Total number of Cub Scouts advancing at least one rank (Bobcat - Arrow of Light) during 2018, divided by total Cub Scouts on 12/31/18.

8 Total number of Boy Scouts advancing at least one rank (Scout - Eagle) during 2018, divided by total Boy Scouts on 12/31/18.

9Council Cub Scouts attending any in-council/out-of-council day camp (including STEM), twilight camp, resident camp, or family camp during the period of 9/1/17 through 8/31/18, divided by Cub Scout membership on 6/30/18.

10Council Boy Scouts attending any in-council/out-of-council long-term summer camp, high-adventure experience, jamboree, specialty camp (such as STEM), or serving on camp staff during the period of 9/1/17 through 8/31/18, divided by Boy Scout/ membership on 6/30/18.

11Total service hours by Scouts, leaders, and other participants recorded on Service Hours website or through Scoutbook on 12/31/18, divided by registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers) on 12/31/18.

12

Bronze/Silver: Percent of packs and troops remaining registered after one year (12/31/17 to 12/31/18). Gold: Percent of units (packs, troops, crews, ships, clubs, and posts) remaining registered after one year. Performance improvement standard is measured by taking the number of new units (packs, troops, crews, ships, clubs, or posts) organized during 2018 and subtracting the number of new units organized during 2017.

13Number of unique units receiving six or more assessments, as recorded in Commissioner Tools during 2018, divided by total number of packs, troops, crews, ships, clubs, and posts on 12/31/18. Every unit is required to have a detailed health assessment annually, and it must be recorded in Commissioner Tools in order to be counted.

14Total number of packs, troops, crews, ships, clubs, and posts rated as bronze, silver, or gold on 12/31/18, divided by the total number of packs, troops, teams, crews, ships, clubs, and posts.

15

Bronze: Minimum of 14 district committee members with paid or multiple registration on 12/31/18, including a District Chairman (61), at least one District Vice Chairman (62), and a District Commissioner (81). Other members may be registered as Neighborhood Chairmen (64) or District Members-at-large (75). Silver: Minimum of 21 district committee members on 12/31/18, including a District Chairman (61), at least two District Vice Chairmen (62), and a District Commissioner (81). Gold: Minimum of 32 district committee members on 12/31/18, including a District Chairman (61), at least three District Vice Chairmen (62), and a District Commissioner (81).

16Number of Cubmasters (CM), Tiger Cub den leaders (TL), Den leaders (DL), Webelos den leaders (WL), Scoutmasters (SM), Leaders of 11-year old Scouts- LDS (10), Crew advisors (NL), and Skippers (SK), paid or multiple registration, completing essential training requirements for their position by 12/31/18, divided by total number in the positions listed above on 12/31/18.

Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in the corporateperformance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvement during theyear, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guide yourperformance improvement goal-planning. The district may qualify by meeting either determined or performance improvement standards.

Scouting's Journey to Excellence2018 District Planning, Performance, and Recognition

Scoring the district's performance: To determine the district's performance level, the council will use the above information to measure the points earned for each of the 16 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Councils may offer up to 100 bonus points to their districts for strategic initiatives. These will be added to the total score, but will not be included in any category.


Unit Service Measures

Program Measures

Membership Measures

Finance Measures

Revised 8/31/17 513-108


Points

Silver

Points

Gold

Points

Planning and Budget 200

#1

Planning and Budget: Have a program plan and budget that is regularly reviewed by the pack committee, and it follows BSA policies relating to fundraising.

Have an annual program plan and budget adopted by the

pack committee.

Achieve Bronze, plus pack committee meets at least six

times during the year to review program plans and finances.

Achieve Silver, plus pack conducts a planning meeting involving den leaders for the

following program year.

50 100 200

Membership 500

#2Building Cub Scouting: Recruit new youth into the pack in order to grow membership.

Conduct a formal recruitment program by October 31 and register new members in the

pack.

Achieve Bronze, and either increase youth members by

5% or have at least 40 members.

Achieve Silver, and either increase youth members by


50 100 200

#3Retention: Retain a significant percentage of youth members.

Reregister 60% of eligible members.


Reregister 75% of eligible members. 50 100 200

#4

Webelos-to-Scout transition: Have an effective plan to graduate Webelos Scouts into Boy Scout troop(s).

With a troop, hold two joint activities or 75% of second

year Webelos have completed "The Scouting Adventure."

60% of eligible Webelos register with a troop.

80% of eligible Webelos register with a troop. 25 50 100

Program 900

#5Advancement: Achieve a high percentage of Cub Scouts earning rank advancements.

50% of Cub Scouts advance one rank during the year.

60% of Cub Scouts advance one rank during the year.

75% of Cub Scouts advance one rank during the year. 100 200 300

#6Outdoor activities: Conduct outdoor activities and field trips.

Each den has the opportunity to participate in three outdoor activities or field trips during

the year.

Each den has the opportunity to participate in four outdoor activities or field trips during

the year.

Each den has the opportunity to participate in five outdoor activities or field trips during

the year.

50 100 200

#7Day/resident/family camp: Cub Scouts attend day camp, family camp, and/or resident camp.

33% of Cub Scouts participate in a camping experience or improvement over the prior

year.

50%, or 33% and have improvement over the prior

year.

75%, or 50% and have improvement over the prior

year.50 100 200

#8 Service projects: Participate in service projects.Participate in two service

projects and enter the hours on the JTE website.

Participate in three service projects and enter the hours on

the JTE website.

Achieve Silver, plus at least one of the service projects is

conservation-oriented.25 50 100

#9Pack and den meetings and activities: Dens and the pack have regular meetings and activities.

Hold eight pack meetings a year. Den or pack meetings have started by October 31.

Achieve Bronze, plus dens meet at least twice a month

during the school year.

Achieve Silver, plus earn the Summertime Pack Award. 25 50 100

Volunteer Leadership 400

#10Leadership recruitment: The pack is proactive in recruiting sufficient leaders.

Have a registered assistant Cubmaster.

Achieve Bronze, and prior to recruiting event, the committee

identifies pack and den leadership for the next year.

Achieve Silver, plus every den has a registered leader by

October 31.50 100 200

#11

Trained leadership: Have trained and engaged leaders at all levels. All leaders are required to have youth protection training.

Cubmaster or an assistant Cubmaster or pack trainer has

completed position-specific training.

Achieve Bronze, plus the Cubmaster and den leaders

have completed position-specific training or, if new, will complete within three months

of joining.

Achieve Silver, plus two-thirds of committee members have completed position-specific

training.

50 100 200

o Bronze: Earn at least 525 points by earning points in at least 7 objectives. Total points earned:

o Silver: Earn at least 800 points by earning points in at least 8 objectives.

o Gold: Earn at least 1,050 points by earning points in at least 8 objectives and at least Bronze in #6. No. of objectives with points:

o Our pack has completed online rechartering by the deadline in order to maintain continuity of our program.

o We certify that these requirements have been completed:

Cubmaster ___________________________________________________ Date _____________________

Committee chair _______________________________________________ Date _____________________

Commissioner _________________________________________________ Date _____________________

This form should be submitted to the Scout service center or your unit commissioner, as directed by your council.

Total Points:

Total Points:

"The BSA method for annual planning and continuous improvement"

Total Points:

Pack ________ of _________________________ District

2018 Scouting's Journey to Excellence

Item

Total Points:

1

The pack has a program plan and budget that is reviewed at all pack committee meetings, and the pack follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. Program plans and budget are reviewed with den leaders and parents at the start of the program year. The pack's program plan should be shared with the unit commissioner.

2A formal recruitment event is conducted and new members are registered by October 31, 2018. On December 31, 2018, the pack has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.

3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Cub Scouts. If the pack has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.

4Hold at least two joint activities with a troop or troops, and have graduating boys register with a troop. "The Scouting Adventure" for second-year Webelos is described in the Webelos Scout Handbook. If the pack has no second-year Webelos Scouts, this requirement is met at the Bronze level.

5Total number of Cub Scouts advancing at least one rank (Bobcat, Lion, Tiger, Wolf, Bear, Webelos, Arrow of Light) during the calendar year (A), divided by the number of boys registered at the end of the year (B). Advancement = (A) / (B). The pack is encouraged to use Scoutbook to track each individual boy's advancements.

6 The pack has activities and field trips in the outdoors, which could include outdoor pack meetings, hikes, family campouts, parades, outdoor service projects, etc. All dens have the opportunity to participate.

7Cub Scouts attend an in-council or out-of-council Cub Scout day camp, family camp, and/or Cub Scout resident camp in 2018. STEM programs either as a day camp or resident camp are also included. All levels are total number of different Cub Scouts attending (A) divided by total number of Cub Scouts registered in the pack as of June 30, 2018 (B). Total = (A) / (B).

8 The pack participates in at least two service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project is conservation-oriented.

9Have at least eight pack meetings or activities within the past 12 months, with one of those meetings being to review the pack's program plans and asking for parental involvement in the pack. Den meetings start by October 31, 2018, and all dens meet at least twice each month within the past year. Pack earns the Summertime Pack Award.

10

The pack has a Cubmaster, an assistant, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The pack identifies persons for next year's leadership for existing dens, including Cubmaster, Den Leaders, and Webelos Den Leaders prior to the start of the program year. All dens have a registered leader by October 31, 2018.

11

All leaders have completed youth protection training. Bronze: Cubmaster, an assistant, or pack trainer has completed position-specific training. Silver: Bronze, plus the Cubmaster and den leaders have completed position-specific training or, if new, will complete within three months of joining. Gold: Silver, plus 2/3 of committee members (including chartered organization representative) have completed training.

Program Measures

Volunteer Leadership Measures

For more resources including workbooks and planning guides: www.Scouting.org/jte

Journey to Excellence uses a balanced approach to measure performance. It guides program planning before the year begins, monitors activities forcontinuous improvement during the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from theprevious year to guide your performance improvement goal planning. The period for measuring performance will be the calendar year.


2018 Pack Planning, Performance, and Recognition

Scoring the pack's performance: To determine the pack's performance level, you will use the above information to determine the points earned for each of the 11 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 525 points in at least 7 criteria, Silver level requires earning points in at least 8 criteria and 800 points, and Gold level requires earning points in at least 8 criteria, meeting at leaset bronze standards in outdoor activities, and earning ar least 1,050 total points.

Planning and Budget Measures

Membership Measures

Revised 7/14/17 513-105


Points

Silver

Points

Gold

Points


#1

Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies related to fundraising.


troop committee.

Achieve Bronze, plus troop committee meets at least six


Achieve Silver, plus troop conducts a planning meeting involving youth leaders for the


50 100 200

Membership 500

#2Building Boy Scouting: Recruit new youth into the troop in order to grow membership.

Have a membership growth plan that includes a recruit-

ment activity and register new members in the troop.





50 100 200





#4Webelos-to-Scout transition: Have an effective plan to recruit Webelos Scouts into the troop.

With a pack or Webelos den, hold two joint activities.

Achieve Bronze, plus recruit two Webelos Scouts.

Achieve Bronze, plus provide at least one den chief to a

pack and recruit five Webelos Scouts.

25 50 100

Program 900

#5Advancement: Achieve a high percentage of Boy Scouts earning rank advancements.

40% of Boy Scouts advance one rank during the year.

50% of Boy Scouts advance one rank during the year.

60% of Boy Scouts advance one rank during the year. 50 100 200

#6Short-term camping: Conduct short-term or weekend campouts throughout the year.

Conduct four short-term overnight campouts.

Conduct seven short-term overnight campouts.

Conduct nine short-term overnight campouts. 50 100 200

#7Long-term camping: Participate in a long-term camp with a majority of the troop in attendance.

The troop participates in a long-term camp.

60% of Scouts attend a long-term camp.

70% of Scouts attend a long-term camp. 50 100 200

#8

Service projects: Participate in service projects, with at least one benefiting the chartered organization.

Participate in three service projects and enter the hours

on the JTE website.

Participate in four service projects and enter the hours

on the JTE website.

Participate in five service projects and enter the hours

on the JTE website.25 50 100

#9Patrol method: Use the patrol method to develop youth leaders.

The troop has patrols, and each has a patrol leader.

There is an SPL, if more than one patrol. The PLC meets at

least four times a year.

Achieve Bronze, plus PLC meets at least six times. The troop conducts patrol leader

training.

Achieve Silver, plus PLC meets at least ten times. At

least one Scout has attended an advanced training course, such as NYLT or Order of the

Arrow Conference.

50 100 200


#10

Leadership and family engagement: The troop is proactive in recruiting sufficient leaders and communicates regularly with parents.

Have at least one registered assistant Scoutmaster.

Achieve Bronze, plus the troop holds two courts of honor,

where troop plans are reviewed with parents.

Achieve Bronze, plus the troop holds three courts of honor,

where troop plans are reviewed with parents.

50 100 200

#11


Scoutmaster or an assistant Scoutmaster has completed

position-specific training.

Achieve Bronze, plus the Scoutmaster and 60% of

assistants have completed position-specific training or, if

new, will complete within three months of joining.

Achieve Silver, plus two-thirds of active committee members

have completed position-specific training and at least one person has attended an

advanced training course involving a total of least 5

days.

50 100 200



o Gold: Earn at least 1,000 points by earning points in at least 8 objective and at least Bronze in #6 or #7. No. of objectives with points:

o Our troop has completed online rechartering by the deadline in order to maintain continuity of our program.


Scoutmaster __________________________________________________ Date _____________________

Committee chair _______________________________________________ Date _____________________



Troop ________ of _________________________ District


Item

Total Points:


Total Points:

Total Points:

Total Points:

1

The troop has a program plan and budget that is reviewed at all troop committee meetings, and the troop follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The troop's program plan should be shared with the unit commissioner.

2The troop has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the troop has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.

3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Boy Scouts. If the troop has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.

4 Hold at least two activities with a pack or Webelos den, and recruit new Webelos Scouts into the troop. Den chiefs are provided to one or more Cub Scout dens.

5Total number of Boy Scouts advancing at least one rank ( Scout, Tenderfoot, Second Class, First Class, Star, Life, Eagle) during the calendar year (A), divided by the number of boys registered at the end of the year (B). Advancement = (A) / (B). The troop is encouraged to use Scoutbook to track each individual boy's advancements.

6 Conduct short-term (at least one overnight) campouts throughout the year.

7Number of Boy Scouts who attend any in-council or out-of-council long-term summer camp (of at least five nights), high-adventure experience, or jamboree, or serve on camp staff within the past year, divided by the Boy Scout membership on June 30, 2018. Youth attending long-term specialty camps such as NYLT or STEM are also counted.

8 The troop participates in service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.

9The troop is separated into patrols and each patrol has an elected patrol leader. If the troop has more than one patrol, there is an elected senior patrol leader. If the troop has more than one patrol, the PLC meets at least four times each year. The troop holds patrol leader training each year, and youth have the opportunity to participate in advanced training.

10The troop has a Scoutmaster, an assistant, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The troop conducts courts of honor where youth are recognized and program plans are shared with parents.

11

All leaders have completed youth protection training. Scoutmaster and 60% of the assistants have completed position-specific training or, if new, will complete within three months of joining. Two-thirds of active committee members (including chartered organization representative) have completed position-specific training. For Gold, one leader must have attended an advanced training course involving a total of 5 days or more, such as Wood Badge, Summit or Philmont Training Center, at some point in their Scouting tenure.

Program Measures


Scoring the troop's performance: To determine the troop's performance level, you will use the above information to determine the points earned for each of the 11 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 525 points in at least 7 criteria, Silver level requires earning points in at least 8 criteria and 750 points, and Gold level requires earning points in at least 8 criteria, meeting at least bronze standards in either short-term or long-term camping, and earning at least 1,000 total points.



2018 Troop Planning, Performance, and Recognition



Membership Measures

Revised 7/14/17 513-106


Points

Silver

Points

Gold

Points


#1

Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies relating to fundraising.


crew committee.

Achieve Bronze, plus crew committee meets at least six


Achieve Silver, plus crew conducts a planning meeting involving youth leaders for the


50 100 200

Membership 500

#2Building Venturing: Recruit new youth into the crew in order to grow membership.

Have a membership growth plan that includes a

recruitment activity and register new members in the

crew.




10% or have at least 15 members with an increase

over last year.

100 200 300





Program 800

#4Adventure: Conduct regular activities including a Tier II or Tier III adventure.

Conduct at least four activities including a Tier II or Tier III

adventure.

Conduct at least five activities and at least 50% of youth

participate in a Tier II or Tier III adventure.

Conduct at least six activities and at least 50% of youth

participate in a Tier II or Tier III adventure.

50 100 200

#5Leadership: Develop youth who will provide leadership to crew meetings and activities.

Have a president, vice president, secretary, and

treasurer leading the crew.

Achieve Bronze, plus officers meet at least six times. The

crew conducts officer training.

Achieve Silver level, plus each crew activity has a youth

leader.50 100 200

#6Personal growth: Provide opportunities for achievement and self-actualization.

Crew members earn the Venturing award.

Achieve Bronze, plus crew program includes at least three experiential training

sessions.

Achieve Silver level, plus the crew has members earning the Discovery, Pathfinder or

Summit awards.

50 100 200

#7Service: Participate in service projects, with at least one benefiting the chartered organization.

Participate in two service projects and enter the hours

on the JTE website.

Participate in three service projects and enter the hours

on the JTE website.

Participate in four service projects and enter the hours

on the JTE website.50 100 200

Adult Volunteer Leadership 500

#8

Leadership recruitment: Have a proactive approach in recruiting sufficient leaders and communicating with parents.

Have a registered associate advisor.

Achieve Bronze, plus the crew holds a meeting where plans are reviewed with parents.

Achieve Silver, plus adult leadership is identified prior to the start of the next program

year.

50 100 200

#9


Advisor or an associate Advisor has completed

position-specific training.

Achieve Bronze, plus the advisor and all associates have completed position-

specific training or, if new, will complete within three months

of joining.

Achieve Silver, plus at least two committee members have

completed crew committee training.

100 200 300



o Gold: Earn at least 1,100 points by earning points in at least 7 objectives. No. of objectives with points:

o Our crew has completed online rechartering by the deadline in order to maintain continuity of our program.


Advisor _______________________________________________________ Date _____________________

Crew President ________________________________________________ Date _____________________




Crew ________ of _________________________ District


Item

Total Points:

Total Points:

Total Points:

Total Points:

1

The crew has a program plan and budget that is reviewed at all crew committee meetings, and the crew follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The crew's program plan should be shared with the unit commissioner.

2The crew has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the crew has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.

3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Venturers. If the crew has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.

4 The crew conducts regular activities outside of meetings. At least one is a Tier II activity (may be less than four days, but requires planning and skill development) or a Tier III activity (at least 4 days and is mentally and physically challenging.)

5 The crew has youth leaders serving as president, vice president, secretary, and treasurer who are leading the activities of the crew. Crew officers hold regular meetings and receive training. Each crew activity has a youth leader.

6 Crew members complete the Venturing award shortly after joining. Experiential training at meetings allows crew members to learn from hands-on experiences. The crew encourages achievement through the advanced Venturing awards.

7 The crew participates in service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.

8The crew has an Advisor, an associate, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The crew holds a meeting where program plans are shared with parents. Volunteer leaders are selected prior to the next program year.

9 All volunteer leaders have current youth protection training. Advisor and associates have completed position-specific training or, if new, will complete within three months of joining. Two committee members have completed Crew Committee Training.


Scoring the crew's performance: To determine the crew's performance level, you will use the above information to determine the points earned for each of the 9 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 550 points in at least 6 criteria, Silver level requires earning points in at least 7 criteria and 800 points, and Gold level requires earning points in at least 7 criteria and 1,100 points.



2018 Crew Planning, Performance, and Recognition



Membership Measures

Program Measures

Revised 7/14/17 513-107


Points

Silver

Points

Gold

Points


#1

Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies relating to fundraising.


ship committee.

Achieve Bronze, plus ship committee meets at least six


Achieve Silver, plus ship conducts a planning meeting involving youth leaders for the


50 100 200

Membership 500

#2Building Sea Scouting: Recruit new youth into the ship in order to grow membership.

Have a membership growth plan that includes a recruitment

activity and register new members in the ship.




10% or have at least 15 members with an increase

over last year.

100 200 300





Program 800

#4Activities: Conduct regular activities including a super activity or long cruise.

Conduct at least four activities including a super activity or

long cruise.

Conduct at least five activities and at least 50% of youth

participate in super activity or long cruise.

Conduct at least six activities and at least 50% of youth

participate in a super activity or long cruise.

50 100 200

#5Leadership: Develop youth who will provide leadership to ship meetings and activities.

Have an elected boatswain, boatswain's mate, yeoman, and purser leading the ship.

Achieve Bronze, plus officers have Quarterdeck meetings at

least six times. The ship conducts Quarterdeck training.

Achieve Silver, plus each ship activity has a youth leader. 50 100 200

#6Advancement: Provide opportunities for advancement and personal development.

Ship members participate in advancement by earning the

Apprentice Rank.

Achieve Bronze, plus ship has organized programs

addressing fitness and citizenship.

Achieve Silver, plus the ship has members earning the

Ordinary, Able or Quartermaster Ranks.

50 100 200

#7Service: Participate in service projects, with at least one benefiting the chartered organization.

Participate in two service projects and enter the hours on

the JTE website.

Participate in three service projects and enter the hours on

the JTE website.

Participate in four service projects and enter the hours on

the JTE website.50 100 200

Adult Volunteer Leadership 500

#8

Leadership recruitment: Have a proactive approach in recruiting sufficient leaders and communicating with parents.

Have a registered mate to assist the Skipper.

Achieve Bronze, plus the ship holds a meeting where plans are reviewed with parents.

Achieve Silver, plus adult leadership is identified prior to the start of the next program

year.

50 100 200

#9


Skipper or a mate has completed position-specific

training.

Achieve Bronze, plus the skipper and all mates have completed position-specific

training or, if new, will complete within three months of joining.

Achieve Silver, plus at least two committee members have completed committee training.

100 200 300




o Our ship has completed online rechartering by the deadline in order to maintain continuity of our program.


Skipper _______________________________________________________ Date _____________________

Boatswain ____________________________________________________ Date _____________________



Total Points:

Ship ________ of _________________________ District


Item

Total Points:

Total Points:


Total Points:

1

The ship has a program plan and budget that is reviewed at all ship committee meetings, and the ship follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The ship's program plan should be shared with the unit commissioner.

2The ship has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the ship has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.

3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Sea Scouts. If the ship has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.

4 The ship has regular activities (not including normal ship meetings). Number of youth participating in at least one super activity/long cruise, divided by the number of Sea Scouts registered in the ship on June 30, 2018.

5 The ship has elected youth leaders as boatswain, boatswain's mate, yeoman, and purser who are leading the activities of the ship. Officers hold regular Quarterdeck meetings and receive training. Each ship activity has a youth leader.

6 Ship members earn the Apprentice Rank shortly after joining. Meetings allow ship members to participate in fitness and citizenship activities. The ship encourages achievement through the advanced Sea Scout ranks.

7 The ship participates in at least two service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.

8The ship has Skipper, mate, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The ship holds a meeting where program plans are shared with parents. Volunteer leaders are selected prior to the next program year.

9Skipper and mates have had an orientation and have completed youth protection training. Skipper and mates (paid or multiple registration) have completed position-specific training or, if new, will complete within three months of joining. Two committee members have completed committee training.

Program Measures


Scoring the ship's performance: To determine the ship's performance level, you will use the above information to determine the points earned for each of the 9 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 550 points in at least 6 criteria, Silver level requires earning points in at least 7 criteria and 800 points, and Gold level requires earning points in at least 7 criteria and 1,100 points.



2018 Ship Planning, Performance, and Recognition



Membership Measures

Revised 7-6-17 513-112


Points

Silver

Points

Gold

Points

Committee and Planning 300

#1Committee and Planning: Have an active post or club committee.

Post or club committee adopts an annual plan and meets at

least twice a year.

The post or club committee meets at least four times a

year.

The post or club committee meets at least six times a year. 100 200 300

Participants and Growth 500

#2Open house: Conduct an open house or recruitment event.

Conduct an open house or recruitment event.

Conduct an open house or recruitment event in

November.

Conduct an open house or recruitment event in

September or October.100 200 300

#3Growth: Recruit and retain youth in the post in order to grow membership.

Maintain or grow number of youth participating in post or

club programs as compared to the prior year.

Achieve Bronze, plus at least half of the youth remain

involved throughout the year.

Achieve Bronze, plus at least two-thirds of the youth remain involved throughout the year.

50 100 200

Program 700

#4Post or club program: Include interactive activities in the post or club program/meetings.

40% of meetings include interactive activities.

70% of meetings include interactive activities.

85% of meetings include interactive activities. 50 100 200

#5 Youth leadership: Have trained youth leadership. Have active youth officers.Achieve Bronze, plus post or

club Officers' Seminar is conducted for all youth officers.

Achieve Silver, plus Youth Leadership Workshop is conducted or 3 Explorers complete the Exploring Leadership Experience.

50 100 200

#6Super activity: The post or club plans and/or participates in a super activity.

Explorers participate in an activity, either nationally,

regionally, or locally.

The post or club will plan and conduct it's own super activity.

Achieve Silver with at least 50% Explorers in attendance. 50 100 150

#7Service projects: The post or club participates in one or more community service projects.

Explorers performed one or more community service

projects averaging three hours per registered Explorer.


projects averaging four hours per registered Explorer.


projects averaging six hours per registered Explorer.

50 100 150


#8APost adult leadership: Have registered and engaged adult leaders.

Have five registered adult leaders including: Advisor,

associate Advisor, committee chair, and two committee

members.

Have six registered adult leaders including: Advisor,

associate Advisor, committee chair, and two committee

members.

Have eight or more registered adult leaders including:

Advisor, associate Advisor, committee chair, and two

committee members.

100 200 300

#8BClub adult leadership: Have registered and engaged adult leaders.

Have three registered adult leaders including: Sponsor, an

associate sponsor, and a committee member.

Have four registered adult leaders including: Sponsor, co-

sponsor, and two committee members.

Have five registered adult leaders including: Sponsor, co-sponsor, and three committee

members.

100 200 300

#9

Trained adults: Have trained adult leaders. All adult volunteers have current youth protection training.

Advisor, an associate advisor, sponsor, or an associate sponsor has completed position-specific training.

Achieve Bronze, plus 50% of registered adults have

completed Adult Explorer Leader Training.

Achieve Silver, plus 75% of registered adults have

completed Adult Explorer Leader Training.

50 100 200




o Post/Club leaders have meet with the executive officer of the participating organization.

o Our post/club has submitted our renewal forms with the necessary signatures and fees prior to the deadline.


Advisor/Sponsor________________________________________________ Date _____________________

President _____________________________________________________ Date _____________________

LFL Representative _____________________________________________ Date _____________________

This form should be submitted to the local Learning for Life office.

Post / Club ________ of _________________________ District

2018 Exploring's Journey to Excellence

Item

Total Points:

Total Points:

"Exploring's method for annual planning and continuous improvement"

Total Points:

Total Points:

1 The post or club has a committee that meets throughout the year to support the program.

2 The post or club annually conducts an open house or similar recruiting event.

3 The post or club has an active recruiting program and maintains youth involvement in an annual program.

4 Post or club meetings consist of interactive activities to engage Explorers beyond listening to lectures, reading handouts, or watching slide shows. This is a proven indicator of post success.

5 The post or club provides youth leadership opportunities and training. Explorers are encouraged to complete the Exploring Leadership Experience.

6 A super activity is a major trip, activity, or project requiring advanced planning and promotion by Explorers. Qualify for Bronze by participating in an activity planned by another group.

7 The post or club participates in one or more community service projects during the year. The projects may be completed as joint projects with other organizations. Criteria is based on average hours per Explorer, not total hours for each Explorer.

8 Having a sufficient number of adults is a proven indicator of success and longevity. Posts use the measures outlined in Criterion 8A on the reverse side, while clubs use those described in 8B.

9 All adult volunteers have current youth protection training. Registered leaders have completed Adult Explorer Leader Training.


Scoring the post's or club's performance: To determine the performance level, the council will use the above information to measure the points earned for each of the 9 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 600 points in at least 6 criteria, Silver level requires earning 900 points in at least 7 criteria, and Gold level requires earning 1,200 points in at least 7 criteria.


2018 Post/Club Planning, Performance, and Recognition

Journey to Excellence uses a balanced approach to measure performance. The objectives were developed following extensive research into provenindicators of enduring post and club programs. It guides program planning before the year begins, monitors activities for continuous improvementduring the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous renewal year tochart your progress. Use the criteria in planning your strategy for the coming year to guide your performance improvement. The youth officers shouldtake the lead in making this assessment. The period for measuring performance will be the calendar year.

Committee and Planning Measures

Participants and Growth Measures

Program Measures

Revised 7/20/17 513-115

2018 Strategies for Future Growth

Journey to Excellence Bonus Points for Councils

The BSA National Key 3 offers councils opportunities to earn bonus points in these areas that contribute to the future growth of Scouting (up to a maximum of 100 total points):

• Duty to God – Conduct a substantial council-wide activity dedicated to Duty to God during 2018. (25 points)

• New Member Coordinators – Have at least 25% of packs and troops with a registered new member coordinator by the end of 2018. (25 points)

• Learning for Life Growth Plan – A growth plan for Learning for Life curriculum-based programs has been developed and implemented in the council. (25 points)

• Board Diversity – Increase the diversity of registered council executive board members in 2018 compared to 2017. (25 points)

Points will not be added to a single Journey to Excellence criterion, but will be included in the 2018 final score when the dashboard is updated at the end of January 2019. A reporting tool will be available at the end of 2018, and councils will need to submit their results by January 20, 2019.

Journey to Excellence Bonus Points for Districts

The ___________ Council Key 3 offers our districts opportunities to earn bonus points in these areas that contribute to the future growth of Scouting (up to a maximum of 100 total points):

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

• ___________________________________________________________________

Councils may offer one or more opportunities for their districts to earn bonus points based upon their key strategies. As with council bonus points, these will be added to a district’s total score at the end of January 2019, and councils will need to submit their district results by January 20, 2019.

Council Bonus Items Explained …

Duty to God

The Duty to God activity should be a substantial council-wide or multi-district activity where Scouts and Scouters from multiple faiths are invited and involved. It may be organized and guided by a single faith, but other faiths should be included, which is strongly encouraged. Ideally, youth will be deeply involved. Examples might include: Council hike to ten houses of worship (Ten Commandments Hike), special council breakfast or dinner, council day of service, council interfaith symposium, or a council chartered organization representative membership drive. A routine activity, such as a court of honor held by a single faith to present religious emblems, would not qualify. For more information, please check out: http://www.facebook.com/dutytogodbsa.

New Member Coordinators

New Member Coordinator (NMC) is a new unit level position for all units. The NMC’s job is to welcome

new members and parents, make them feel comfortable in the unit and encourage and support their

initial participation in the activities of the unit. The principal function of the NMC is to encourage

involvement and retention by new members and their families. Multiple NMCs in a unit can use a team

approach to share the benefits of Scouting, coordinate unit recruitment, and guide joining and

engagement processes. More information and training for NMCs is available at:

http://scoutingwire.org/marketing-and-membership-hub/councils/new-member-coordinator/.

Learning for Life Growth Plan

During the council staff planning conference include the Learning for Life curriculum-based program as

part of the overall council membership plan. Within the growth plan, there should be specific goals and

objectives with a specific measurement piece to achieve growth.

Board Diversity

We want to be reflective of the diversity of the communities we serve. The council has developed a

written plan to improve the diversity of registered and engaged council executive board members who

share the council’s vision and interest in accomplishing the mission of Scouting. The plan was issued as

a charge for the nominating committee.

progress review and charter presentation meeting april 10, … · 2018. 4. 10. · progress review...

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