1

MANAGEMENT CHECKUPMay 17, 2012

Westminster Presbyterian Church

Welcome!

2

Management Checkup Training

Introductions

How did we get here?

Where are we now?

Objectives of Session

What are your expectations?

3

Today’s Agenda

Essence of the Process Engage the Client Collect the Data Survey Specifics Develop Findings & Prepare Report Hands On Practice Quality Control Project Follow Up & Evaluation Wrap Up

4

Engage the Client Collect the Data

Evaluate the ProjectDevelop Findings & Evaluate Results

Management Checkup Process Map

5

Engage the Client

Initial Contact with Agency

CRM – Consultants Assigned

Meeting with Agency

Discussion – Purpose, Process, Role Clarifications, Questions

Send Contract Letter

6

Collect the Data

Agency Provides the Participant Contact Information

Agency Sends Background Information (Recent Financials, Board Mtg Agenda/Minutes, By-Laws)

ESC Sends Survey Instructions to Participants

Agency Completes Survey

7

Survey Specifics

Review of Items Being Assessed by Survey (Categories, Related Best Practices and Questions)

Use of Survey Monkey(What to be aware of)

Magic Behind the Curtain(Administrative Support)

8

Develop Findings

Review Survey Results

Review Background Material Board Meeting Agendas/Minutes By-Laws Financials IRS 990 (Guidestar) Website

9

Review Survey Results

Questions and Answers from the Six Sections(Board Governance, Financial Oversight, Financial Support, Operations & Quality, and Planning)

Best Practices: Standards against which the questions and answers are measured.

Focus on “Needs Work” & “No”, with special attention to comments, even when “Yes”

Identify strengths, weaknesses and key issues needing attention

Look for inconsistencies between responses and background info

Look for patterns, interdependencies, and inconsistencies between questions and sections

10

Prepare Final Report

Objective:Provide client with the ability to

identify areas for improvement and help client set up and manage an improvement plan

11

Management Checkup Final Report Template

Client and Consultant Information

Checkup Summary

Checkup Findings: Section by Section

Checkup Recommendations

Checkup Conclusions

Appendix: Client’s survey responses, including Best Practices

12

Evaluate Results

Draft Final Report for In-House review Prepare for Client Meeting Send Draft Report Meet with ED/Board Chair to receive comments Offer ESC services & suggest

Improvement Plan (Optional) Offer meeting with Board of Directors (Optional)

Consider project complete

13

Evaluate Project

Solicit client satisfaction feedback(30 days to 6 weeks)

Solicit Project Team feedback

Conduct current internal quality review

Conduct client outcomes review (Optional)

14

Please take a moment to fill out the training evaluation before you leave.

Thank you for attending, and for your commitment to ESC!

Happy Consulting!

15

Checkup Summary: Highlight positives, Comment on progress, Summarize numbers of Y/NW/N, Comment on areas of need, Other overview thoughts

Checkup Findings: Cite important & noteworthy strengths, weaknesses and inconsistencies, Let consultant experience & intuition be your guide, Read between the lines

Checkup Recommendations: Red-Immediate Attention, Yellow-Follow up, Identify those areas of infrastructure, financial or public vulnerability, Provide rationale and “how to” fix where necessary, Recognize resource limitations (how much can be done in 12-18 months)

Checkup Conclusions: Pull together findings & recommendations in wrap up, Overall general impressions, Identify two to five critical issues, Be prescriptive in describing how to make improvements, Offer ESC services tailored to identified needs

Management Checkup Final Report Template Notes