U4C Presentation v16
Transcript of U4C Presentation v16
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Merryl Belhocine Ajay KothuriYangdi Li Kartik MadaneHelen Wang Daisy Shi
TECHNOLOGY ASSESSMENT & RECOMMENDATI
ON
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Meet Our Team!
Kartik MadanePMBA
Yangdi LiMSCA
Helen WangMSCA
Merryl BelhocineMBA
Daisy ShiMSSCM
Ajay KothuriPMBA
3Recommendation
AGENDAOrganizational
Background
Project Objectives
Methodology
Current State
Analysis
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ORGANIZATION BACKGROUND
Mission• Improve the social, emotional, physical, and educational well being of
children by enriching the knowledge of families, teachers, and caregivers
• Envision a future where all children achieve educational and life success• United 4 Children considers the four pillars as the foundation of
their work.Organization• Size of Organization: 36 staff
Service Overview• 8 service models• Each has unique goals and outcomes, funding sources, database and
requirement s• United Way funds U4C overall
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
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Organization Background
Project Objectives Methodology Current State Analysis Recommendatio
ns
PROBLEM STATEMENT
Manual IT Procedures
Data Redundancy
Operational Inefficiency
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1• Understand the interrelationships among current IT processes
and tools adopted by the organization
2• Identify redundancies and duplication of activities
3• Recommend a software solution that streamlines work
processes and satisfies outcome tracking and reporting requirements of each service model
Organization Background
Project Objectives Methodology Current State Analysis Recommendatio
ns
PROJECT OBJECTIVES
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METHODOLOGY
Current State Analys
is
Data Type & Collection Method
Reporting Requirement & Schedule
Current Tools
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
Future State
Analysis
Least Customization
Least Maintenance
Most User-friendliness
Integrated Solution
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U4C Programs – Career Development
Enrollment
Training
Assessment
Send out brochures Track membership info
Input training session info
Input training session info
Request certificate
Sign in
Fill in survey/evaluation
Enroll i
n train
ing sessi
ons
Record attendance
Record attendance
Track assessment resultsConduct assessment with ERS data system
Track service requests
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
Reporting
Financial data / invoice
Progress Update
U4C Programs – Road to Quality
Enrollment
Pre-Training
Post-training
Input training session info
Input training session info
Request certificateSurveys
Record attendance
Record attendance
Selection via partner organizations
Track attendance and progress
Selection done by
Done by ARCHS
Progress Update
Done by ARCHS
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
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ANALYSIS – Areas for Improvement
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
Data Redundancy & Duplication
Manual IT Procedure
Operational Inefficiency
Problem Statement
Technical Assistance
Alignment of business and IT Process
Integration of Internal and External Application
Improvement
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ANALYSIS : FUNCTION <-> PROGRAM
Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
Functionality \ProgramsCareer Development
Early Childhood Learning Center
Social Emotional Early Childhood
Healthy Nutrition
Inclusion Services
Programs Achieving quality
Road to Quality
Strengthening Families
Membership management X X X X X X X XIndividual Organization Donor Management X X X X X X X XGrants report to Donor Event Management X X X X X X Xregistration Payments Events schedule/Calendar Integration with MO Calendar Survey X X X X X X XTeaching Curriculum managements X X X X X X XCourse management Assessments Advertise/Campains X X X X X X XReports X X X X X X X XFianance X X X X X X X X
PRIMARYSOFTWAREPLATFORM
CLOUDBASED
GOODINTEGRATION WORKFLOW
ENABLED
KEY
OUT
OF B
OXFU
NCTI
ONS
IMPORT
EXPORT MOBI
LEEN
ABLE
D
SMARTWEBPAGEBUILDER
RECOMMENDATION – KEY FEATURES
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Organization Background
Problem Definition Methodology Current State Analysis Recommendat
ions
TEMPLATES
FOR
COMMUNICATION
RECOMMENDATION – TOOL EVALUATION
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Organization Background
Problem Definition Methodology Current State Analysis Recommendat
ions
IMPLEMENTATION OF RECOMMENDATION
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Organization Background
Problem Definition Methodology Current State Analysis Recommendat
ions
Software
Platform
POLICIES
PEOPLE
PROCEDURES
PROCESS
• Personnel with basic technical knowledge
• Assign roles to people.
• Encourage knowledge sharing
• Create a Workflow process that can be easily modified.
• Tasks in workflow assigned to roles
• Move activities done on Paper, spreadsheets, Word to screens in workflow.
• Enforce Tool usage.• Challenge comfort Zones• Reward transition to Tool
• Establish workflow procedures • Create Procedures by program• Document program tasks to
roles
PLATFORM
IMPLEMENTATION OF RECOMMENDATION
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Organization Background
Problem Definition Methodology Current State Analysis Recommendat
ions
Vendor Evaluation
Proof of Concept
Trial Period
ToolSelecti
on
IMPLEMENTATION OF RECOMMENDATION
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Organization Background
Problem Definition Methodology Current State Analysis Recommendat
ions
Vendor Evaluation
• Out of Box Functions
• Workflow Enablement
• Drag / Drop webpage builder
• Adhoc report builder
• Data Browser
Proof of Concept
• Ensure at least 2 programs are developed
• Get major Pain points answered
• Challenge Vendor to bake what you want
• Test thoroughly
Self Trials• Actively engage
in using features such as form builder
• Create 1 Program from start to finish including designing
• Ensure at least 2 people are trained
• Train the Trainer
Tool Selection
• Select 2 tools with 1st & 2nd preference.
• Give weightage to extended support, training and learning System
CONCLUSION
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Organization Background
Problem Definition Methodology Current State Analysis Recommendatio
ns
Recommendation Tools1. Wild Apricot
Scalability Mobility
2. Apricot by Social Solutions
Process Oriente
d
Enterprise
Mindset
Self Sufficie
ncy
Technology
Investment
Key DifferentiatorsGuiding
Principles
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Q&A!
Questions?
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Appendix
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Reporting
Track children info
Preform screening Track ASQ results
Financial data / invoice
Quarterly
Progress Update
Monthly
U4C Programs – Early Childhood Learning Center
Enrollment
Class for Children
PD Training for Staff
Input training session info
Input training session infoRequest certificate
Sign in
Fill in survey/evaluationRecord attendance
Record attendance
Enroll into ECLC
Track attendance and progress
Appendix
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Send out invitations
Reporting
Send consumer and stewardship reports
Monthly and QuarterlyWeb-based Portal
Contact
Update enrollment packet
U4C Programs – Social Emotional Early Childhood
Track teacher/children infoTrack ASQ results
Confirm datesEnrollment
Training
Input training session info
Input training session info
Request certificate
Sign in
Fill in survey/evaluation
Record attendance
Record attendance
Action Plan
Create Classroom Action Plan Track Classroom Action Plan progress
Appendix
Reporting
U4C Programs – Strengthening Families
Enrollment
Training
Schedule Training
Schedule TrainingConfirm dates
Input training session info
Input training session info
Sign in/follow up info/survey
Fill in survey/evaluation
Record attendance
Record attendance
Financial data / invoice
Quarterly
Progress Update
Monthly
Appendix
Reporting
U4C Programs – Inclusion Services
Enrollment
Suggest Programs
Send out invitation
Send out flyers
Confirm dates Track teacher info
Pre-Training
Post-training
Record Class ObservationSign in
Manage class logistics
Qualitative assessment
Follow-up info with family and children Collect info of children observation
Children Observation
Input training session info
Input training session info
Record attendance
Record attendance
-Child-Specific and General Classroom TA; Case Follow-up; Outreach
Quarterly
Appendix
Reporting
U4C Programs – Programs Achieving Quality
Enrollment
TrainingInput training session info
Input training session info
Sign in/follow up info/survey
Record attendance
Record attendance
Contact
Send out flyers
Confirm dates Track teacher info
Record number of action steps initiated
Data trackAssessment result
Appendix