Transcript CGFM title - Boston AGA

2014 Regional Professional
Development Conference
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Track #12
Citizen-Centric Reporting
2:20 PM to 4:30 PM
(Break 3:20 to 3:30 PM)
Bentley University
Waltham, Mass.
March 13, 2014
Welcome and Introduction
Craig C. Hall
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Director of Accountability, AGA-Boston Chapter
and Associate Faculty, University of Phoenix School
of Business
Geovanny Diaz
Student Member, AGA-Boston Chapter
Agenda
• Good Stewardship
• Citizen-Centric Report Model
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• Case Studies
• Break
• Building your own Citizen-Centric Report
• National and Chapter Technical Assistance
• Questions and Answers
Good Stewardship
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Do you have public trust?
Americans Really Don't Like Their Government Right Now,
Government Executive, January 22, 2014
State Governments Viewed Favorably as Federal Rating Hits New
Low, Pew Research Center for the People and the Press, April 15,
2013
Local Government’s Success in Maintaining Public Trust, Public
Management Magazine, International City/County Management
Association, March 2012 • Volume 94 • Number 2
Maintaining the Public Trust While Making Tough Choices,
Management Insights, Governing Magazine, January 5, 2011
Trust in Local Governments, Wendy M. Rahn and Thomas J.
Rudolph, Chapter 13, 2002
The Concept of Transparency:
Theory and Practical Application
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• Provide access to transactional
information and provide the user
aggregate data to filter and query.
• Provide customized reporting with
context and background to explain
what data means.
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Citizen-Centric Report
Model
The Citizen-Centric Reporting
Model
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• The Sloan Foundation provided funding for an
initiative to provide understandable information to
citizens.
•This initiative encourages governments to produce
and publish an annual ‘state of the government’
report that is no more than four pages long.
•The reports, designed to be visually appealing,
provide understandable information to citizens about
the financial condition and performance of the
government that answers the question, “Are we
better off today than we were last year?”
Case Studies
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Break
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(3:20 to 3:30 PM)
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Building Your Own
Citizen-Centric Report
How to Construct a Citizen Centric
Report: Content Guidelines
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Page 1: Strategic Objectives
•What do we do?
•Is there relevant demographic information?
Page 2: How are we doing – a performance
report on key mission and services plan?
•What is our mission?
•How do we plan on achieve goals and
objectives in our strategic plan?
•What are some key performance measures and
outcomes?
•What type of citizen input and feedback do we
collect?
How to Construct a Citizen Centric
Report: Content Guidelines Cont.
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Page 3: What are the costs for servicing the
citizens and how were those costs paid for?
•Explain budgetary information and relate to
program areas.
•Explain budgetary information and relate to
performance measures.
Page 4: Challenges moving forward – what’s
next? Future issues?
•Discuss specific fiscal issues?
•Discuss organizational, staffing, or other
programmatic issues.
How to Construct a Citizen Centric
Report: Design Guidelines
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Visual Appeal and Readability
Physical Layout
Colors
Images and Graphics
Type and Fonts
Publishing Software
Distribution of Your Report
Branding
The Secret Formula:
Primary Reasons for Success
• Vision
• Leadership
• Staff participation
• Stakeholder involvement
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National and Chapter
Technical Assistance
Resources for Constructing a
Report
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•Citizen Centric Reporting Fact Sheet
•Case Studies
•Content Guidelines Template
•Design Guidelines Template
•Toolkit for Media Outreach
•Technical assistance from the AGA and
experts from local AGA Chapters
AGA Technical Assistance:
National
AGA Templates
The AGA National Office has a series of
downloadable templates available for use:
 Microsoft Word
 Microsoft Publisher 2000 and 2010
 Excel 1997 and 2010 for
Revenue/Expenses
 MAC Users…CS4 and CS5
 ESP files for Revenue/Expenses
AGA Technical Assistance:
Local
AGA Templates
The AGA Boston Chapter can
provide guidance, technical
assistance, and assistance in the
national award program to members
as well as non-members.
Judging Guidelines
AGA Templates
1. How the entity is organized/operates
(items such as vision statement and
strategic goals).
2. Accomplishments surrounding key
missions and service, along with selected
performance measures.
3. Revenues and expenses are displayed in a
way that is easy to follow (like bar and/or
pie charts).
4. Statements are listed, such as, "An
independent audit was conducted or the
report has been reviewed by leadership.
Complete financial information can be
found at www.xyz.gov.”
Judging Guidelines
AGA Templates
5. Future challenges affecting the entity.
6. Feedback statements, such as, "We want
to hear from you. Do you like this report?
Do you believe it should include any other
information? Please let us know by
contacting xxx.“
7. Report is ‘free’ of technical accounting
language.
8. Incorporates pictures and other graphics
to make it visually appealing.
Judging Guidelines
AGA Templates
9. Report has been distributed (hardcopy,
posted to website and/or posted in
newspaper)
10. Issued in a timely manner, within or after
6 months of the end of the fiscal year.
11. Report references the AGA CitizenCentric Reporting Initiative and includes
the new CCR logo
Awards and Recognition
Program
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• A free peer-review evaluation of
your submitted CCR report.
• Entities are awarded either a
Certificate of Achievement or a
Certificate of Excellence, depending
on the overall quality of the report.
Thought Leader in Advancing
Government Accountability
and Transparency
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Association of Government Accountants
www.agacgfm.org
Citizen-Centric Reporting
www.agacgfm.org/citizen/
AGA Boston Chapter
http://www.agaboston.org/
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Questions and
Answers
Contact Information:
Craig C. Hall
[email protected]
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Geovanny Diaz
[email protected]