Transcript Commissioner IT Toolbox Capabilities Requirements Release 1

Commissioner Tools
pre-Release 1
Data Date: April 29, 2014
Presentation Overview
• Commissioner Tools Background
• Approach & Concept
• Capability Areas & Requirements
• Unit Service Plan Incorporation
• Reports & Dashboards
• Timeline
• Unit Service Plan Integration
Optional
• Screenshots
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Commissioner Tools
Focus Group
Background
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High-level view - Initial Approach
• Dashboard incorporates JTE metrics
• Alerts
• Robust and easy-to-use
• Availability
o Traditional & Mobile platform
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Focus Group
Rick Hillenbrand – Area Commissioner NER, Area 6
Dom Bee – Asst. Council Commissioner, Bethesda MD
Ron Hathaway – Area Commissioner NER, Area 2
Scott Hoopes – Asst. Council Commissioner, West Chester PA
Marty Kasman – Area Commissioner WR, Area 4
Garry Lewis – Unit Commissioner, Asst. Area Commissioner NER, Area 6
Larry Tuell - Asst. Council Commissioner, Mechanicsburg PA
Bill Yoder – District Commissioner, Hagerstown MD
Larry Chase – National Commissioner Support Staff; Council Commissioner,
Atlanta GA
Bob Hoffmeyer – Area Commissioner CR, Area 6
Darlene Sprague – National Commissioner Support Staff
Debra Kendrew – BSA National CIO Office, Program Manager
Tom Ritchey – BSA Program Development
Daphne Brizendine – BSA Program Development
Chaz Forester – BSA Development Team
Steve Sawyer – National Commissioner Support Staff Advisor
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Concept
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Replace UVTS
Accessed via my.Scouting Tools
Natural Context sensitive
Reporting
Intuitive presentation
Supports existing “Simple and Unified”
Commissioner Mission Statement
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Requirements Preparation
• Focus Group Established
• Review current capabilities
• Review current tools and processes
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Two Sub-Groups
• Unit Commissioner sub-group
• Administrative Commissioner sub-group
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Capabilities Required
• Support unit growth in JTE criteria
• Link units to district resources
• Log unit visits/contacts
• Unit Charter Renewal
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Unit Commissioner
Capability Areas (CA)
1. General Unit Commissioner Requirements
2. Support Unit Growth in JTE Criteria
3. Link Unit Needs to District Committee
Resources
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Unit Commissioner
Capability Areas (continued)
4. Visiting Units & Reporting their Strengths and
needs
5. Support On-time Charter Renewal
6. Support to Pre-charter, New and Reorganized
Units
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Administrative Commissioner
Capability Areas
1. Health Assessment
2. Commissioner Staff Assessment –
Readiness
3. Commissioner Staff Assessment –
Effectiveness
• Uses “Natural Context”
o (Discussed further on slide 14)
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Release 1 - Summary of
Capabilities
• Assign Unit Commissioner(s) to a Unit
• Access Unit Roster (Fieldsheet)
• Record and View Commissioner Contacts
(previously called visits)
• Send and assist unit with Unit Assessment
• Ability to assess overall unit health
• Reporting
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Release 1 - Summary of
Capabilities
• Summarize Contact information by
organization
• Commissioner Details (by type, number of
contacts, commissioner to Unit ratio, Units served, units by
health)
• Ability to drill down from Natural Context
through each level
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Release 1 - Summary of
Capabilities
• Summarize Contact Statistics (% and actual values)
o Units not contacted
o Contact Data
o Commissioners entering contacts
o Commissioners not entering contacts
• Progress Charts (growth month to month)
o Membership
o Unit Training Status
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Release 1 - Summary of
Capabilities
• Roundtable Attendance
o Capture Attendance
o Note Comments
• Track Basic Leader Training
• Access to council and district officers’ contact
information
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Council Level Reports &
Dashboards
• Unit Rosters
• Roundtable Attendance
• Leader Training Status
• Unit Contacts Report
• District Committee Roster
• Council Committee Roster
• Council Key 3
• Commissioner Cabinet Roster
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District Level Reports &
Dashboards
• Unit Rosters
• Roundtable Attendance
• Leader Training Status
• Unit Contacts Report
• District Committee Roster
• Unit Health Report /Priority needs
• Unit and Youth Retention
• District Commissioner Staff Roster
• Units Assigned to Commissioners
• Commissioner to Unit Ratio
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Unit Reports & Dashboards
• Unit Rosters
• Roundtable Attendance
• Leader Training Status
• Unit Contacts History Report
• District Committee Roster
• Unit Health Report /Priority needs
• Unit and Youth Retention
Exception Reports
• Units without a UC
• Untrained Commissioners
• Priority Units
• Unit Health
• District Committee Roster
• Unit Health Report /Priority needs
• Unit and Youth Retention
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Release 1
• Now Expected June 2014
o Will initially be made available to those councils supporting User
Acceptance Testing (UAT) to use for 30-60 days before full rollout
o Will NOT deploy if not ready
• Official launch at the 2014 National Annual
Meeting (May 2014)
• More functionality will be incorporated as it is
developed
o Via planned future releases
o Via intermediate mini-releases
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IMPLEMENTATION
Process:
• Execute the Plan
• Maintain Accountability
• Update as Needed
Resources:
• Unit Service Plan
• Unit Contact Reports
Unit Service Plan
UNIT SERVICE PLAN
DATE:
DISTRICT:
TROOP:
UNIT COMMISSIONER:
ASSESSMENT
GREEN
TARGET
COMPLETION
DATE
ACTUAL
COMPLETION
DATE
[Identify person & entity
resposible; e.g., Jennifer Jones,
committee member.]
MM/DD/YY
MM/DD/YY
[Describe action that will help raise assessment of performance;
e.g., All unit leaders are current on Youth Protection Training.]
[Identify person & entity
resposible; e.g., Ralph Johnson,
troop committee member & Bob
Adams, district training chair.]
MM/DD/YY
MM/DD/YY
[Describe action that will help raise assessment of performance;
e.g., Scoutmaster to attend Wood Badge.]
[Identify person & entity
resposible; e.g., Ralph Peterson,
SM, and Bob Adams, district
training chair.]
MM/DD/YY
MM/DD/YY
RED
#
ACTION NEEDED
1
[Describe action that will help raise assessment of performance;
e.g., Develop a budget for September 1, 2013 - August 31, 2014.]
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ACCOUNTABILITY
Budget
FINANCE
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Retention
Building Boy Scouting
MEMBERSHIP
Annual Charter Renewal
Process
Webelos-to-Scout Transition
Advancement
Short-Term Camping
Long Term Camping
PROGRAM
Service Projects
Fitness
Courts of Honor/Parents
Meetings
Trained Leadership
LEADERSHIP
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Functioning Unit Key 3
Patrol Method
NOTES;
1. Add a checkbox in toolbox to indicate whether or not assessment was done jointly with unit leadership and COR.
2. Weight the 4 categories (Finance, Membership, Program, and Leadership) in calculating total assessment. Program should have greatest
weight, followed by Membership, Leadership and then Finance.
3. Form has to be customized for various units types. See Units 2014 tab
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