1. Commissioner Tools & The Unit Service Plan Data date: June 29, 2014

2. Overview The Continuing Evolution of Commissioner Tools Four Areas of Focus The Unit Service Plan Commissioner’s Tools Overview 2

3. Commissioning Four Areas of Focus Supporting unit growth through the Journey to Excellence Contacting units and capturing their strengths and needs in Commissioner Tools Linking unit needs to district operating committee resources Supporting timely charter renewal 3

4. Commissioner Tools Task Force 4

5. The Unit Service Plan Key element of Commissioner Tools design Replaces all other unit assessments Enables collaborative unit health assessments Enables service customized to unit needs Supports all 4 elements of excellent unit service 5

6. Supporting & Sustaining Units Unit Self Assessment Unit Health Reviews Annual Service Plan UVTS 6

7. Which Way I Ought to Go? 7

8. What Do You Measure? 8

9. DISTRICTSCOUNCILS Finance Membership Program Unit Service Leadership and Governance 9

10. What Do You Measure? PACKSTROOPSCREWS Budget Retention Building Cub ScoutingBuilding Boy ScoutingBuilding Venturing Annual Charter Renewal Process Webelos-to-Scout Transition Activities Advancement Super Activity Outdoor ActivitiesShort Term Camping Day/Resident/Family CampLong Term Camping Service Projects Fitness Pack & Den MeetingsCourts of Honor/Parents Meeting Trained Leadership Leadership PlanningPatrol MethodYouth Leadership 10

11. THE UNIT SERVICE PLAN 11

12. IMPLEMENTATION UNIT ASSESSMENT DISTRICT COMMITMENT UNIT SERVICE PLAN UNITS The Unit Service Plan 12

13. The Key 3 Professional Support Operations Support Unit Service Support AreasCouncilsDistrictsUnits YOUTH National Council Regions 13

14. A Functional Unit Key 3 COR Unit Leader Committee Chair Youth Unit Service 14

15. Linkage The Unit Commissioner The Unit The District Operating Committee The District Operating Committee 15

16. Questions To This Point? So Far We Have Discussed Significant Part of Commissioner Tool Replaces Older Measuring Methods How the USP Supports JTE and Units Linkage to District Committee Unit Key 3 16

17. Commissioner Tools Overview Multiple Releases Scheduled Current Status of Development Reports and Dashboards The Scoring Matrix and Detailed Assessments Pre-Adoption Tasks 17

18. KEY CONCEPTS Commissioner Tools design foundation: Just 4 things… – Supporting the unit’s Journey to Excellence – Recording unit contacts, strengths and needs – Linking unit needs to district operating committee resources – Timely charter renewal Journey to Excellence The Unit Service Plan Data collection Information reporting 18

19. Council Level Reports & Dashboards Council ReportsDashboard Commissioner Activity Unit Health Commissioner Contact Stats Unassigned Units District Contact Stats, Priority Units Commissioner Recruitment Expired Units Resources (Area Key 3) Registered Units (count); % Gained Unit Retention % Youth Retention % Total Unit Commissioners (count) Commissioner-to-Unit Ratio Unit Health  Green units (count & percent)  Yellow units (count & percent)  Red units (count & percent) Unit-Assessments  Count of unit contacts with completed unit- assessment; percent of unit contacts with a unit- assessment  Count of unit contacts without a unit-assessment; percent of unit contacts without a unit-assessment Contacts  Total # of units contacted; Percent of units contacted  Total # of units not contacted; Percent of units not contacted 19

20. District Level Reports & Dashboards District ReportsDashboard Commissioner Activity Unit Health Commissioner Contact Stats Unassigned Units District Contact Stats, Priority Units Commissioner Recruitment Expired Units Youth Protection Training Aging Report Trained Leaders Report Youth Member Age Report Resources (Council Key-3) Registered Units (count); % Gained Unit Retention % Youth Retention % Total Unit Commissioners (count) Commissioner-to-Unit Ratio Unit Health  Green units (count & percent)  Yellow units (count & percent)  Red units (count & percent) Priority Need Units  Priority units (count); Action Plans (count) Unit-Assessments  Count of unit contacts with completed unit-assessment; percent of unit contacts with a unit-assessment  Count of unit contacts without a unit-assessment; percent of unit contacts without a unit-assessment Unit Contacts  Total # of units contacted; Percent of units contacted  Total # of units not contacted; Percent of units not contacted Roundtable Contacts (Scheduled, In progress, Completed) 20

21. Unit Reports & Dashboards Unit ReportsDashboard Unit Rosters (Calling List, Member List, and Mailing List) Resources (District Key 3) Assigned Commissioner Unit Contacts (Scheduled, In progress, Complete) Unit Health  Green units (count & percent)  Yellow units (count & percent)  Red units (count & percent) Conduct Discussions Add Comments Archive Visits (UVTS Historical Contacts) 21

22. Exception Reports PerformanceReport/DashboardLocation No Email Address in ProfileEmail Saturation ReportReports Button Invalid Contact informationInvalid Contact Information ReportReports Button Units without a UCUnassigned Units ReportReports Button Commissioner Tools Units Dashboards (Council, District, and Unit) UCs without a UnitCommissioner Contact Stats Report, Commissioner Activity Report Reports Button Commissioner Admin Tool Dashboard New Unit UCsUnit Health ReportReports Button New Unit UCs without a UnitCommissioner Contact Stats Report, Commissioner Activity report Reports Button Commissioner Admin Tool Dashboard Commissioner Awards StatusDashboardCommissioner Admin Tool Dashboard Priority UnitsPriority Units ReportReports Button Commissioner Tools Units Dashboards (Council, District, and Unit) Unit HealthUnit Health ReportReports Button Commissioner Tools Units Dashboards (Council, District, and Unit) Unit without an AssessmentUnit Health ReportReports Button Commissioner Tools Units Dashboards (Council, District, and Unit) Units not attending RoundtableUnit Health ReportReports Button Commissioner Tools Roundtable Dashboards (Council, SA, District) Units without a Contact  All  By color code Unit Contact ReportReports Button Commissioner Tools Units Dashboards (Council, District, and Unit) 22

23. RELATIVE RANKINGSCORECOLORDEFINITIONPROGRAM PLAN HIGH5GREEN NEARLY AN IDEAL SITUATION PLAN CREATED AND DISTRIBUTED MEDIUM-HIGH4LIME MAKING PROGRESS TOWARDS THE IDEAL UNIT PLAN COMPLETED MEDIUM3YELLOW TYPICAL UNIT; COULD BE IMPROVED MEETING SCHEDULED MEDIUM-LOW2ORANGE NEEDS IMPROVEMENT; WATCH CAREFULLY UNIT WILL SCHEDULE LOW1RED WEAK SITUATION; NEEDS IMMEDIATE ACTION NO MEETING PLANNED UNIT ASSESSMENT SCORING MATRIX 23

24. Sample Of A Typical Detailed Assessment For A Troop 24

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31. Pre-Adoption Tasks Discussion with the SE about adoption, training, etc. Expectation to utilize UVTS until adoption Establish a “Council Champion” Establish a training schedule for all involved Set goals for full implementation by a specific date Get all Commissioners registered at my.Scouting.org Verify the information in my.Scouting.org is correct Verify that email addresses have been included 31

32. Pre-Adoption Tasks Administrative Commissioners log into my.Scouting.org to verify commissioner’s registrations and correct error’s with their Council as needed. Get Unit Leaders set-up with my.Scouting.org accounts and verify information, including email Work with Units to understand Key 3 concept Work with District and Council Committees to understand their role and prepare for action For the most current information: http://www.scouting.org/scoutsource/Commissioners/tools.aspx http://www.scouting.org/scoutsource/Commissioners/tools.aspx 32

33. We Have Discussed Multiple Releases Scheduled Current Status of Development Reports and Dashboards The Scoring Matrix and Detailed Assessments Pre-Adoption Tasks 33

34. Questions? 34

35. Commissioner Tools Screen Shots (as of Jun 29) 35

36. Initial login screen for Council Commish Get to Commission er Tools by Clicking HERE 36

37. Initial screen seen for the Council Commissioner in the Pennsylvania Dutch Council From here you can see the three Districts and the LFL program 37

38. All units in the district are listed in numerical order by pack, troop, team, crew and ship. 38

39. Here we see what an Area Commissioner would see, all of their assigned Councils. 39

40. HIDDEN SLIDE It only has speaker NOTES 40

41. After searching for 1790 within the Roosevelt District of the Cradle of Liberty Council 41

42. Adding a new contact. All asterisked fields must be filled in. 42

43. If the date is SCHEDULED for in the future you can optionally SEND the Unit Assessment to the Unit Key 3. In addition to sending e- mails to the Unit’s Key 3 plus on cc, the originator will be blind copied. 43

44. A SIMPLE assessment. This type of contact can be completed in less than 75 seconds starting at the login page!! 44

45. A DETAILED assessment allows you to PRINT either / or a Commissioner or Unit Assessment form 45

46. HIDDEN SLIDE It only has speaker NOTES 46

47. Pages 1 & 2 (of 6) of a BLANK Commissioner Assessment form for a SHIP 47

48. Pages 1 & 2 (of 4) of a BLANK Unit Assessment form for a SHIP 48

49. Step 1: Training and Membership Data 49

50. Step 3: Membership Assessment 50

51. See how completed Steps are marked. 51

52. Mandatory JTE evaluation of what the unit is STRIVING to achieve. 52

53. Comments and unit priorities. 53

54. What an initial RT screen will look like with NO entries. 54

55. What a Roundtable screen for the Triune District looks like with several entries. Note the Completed entries and the entries that are In Progress. 55

56. When you create a Roundtable entry, you can either create an entry for a HISTORICAL Roundtable (up to 60 days) OR create FUTURE Roundtable entries for planning purposes. To create a Roundtable entry. Fill in the Facilitator Fill in the Date Select ONLY ONE program area. For a completed Roundtable that you want to document attendance and notes, OPEN the Roundtable Form. 56

57. Here you enter who made Roundtable the contact, and can see a confirmation of the Roundtable date and the remaining steps required to complete the Roundtable entry. 57

58. You MUST provide a WHOLE number of Total Unit Leaders; no partials. Note: IF your Roundtable wants to give multiple units credit for attendance by the same individual, you can. You can also give credit for the same individual as a Commissioner, or District Committee Member, and enter the number of Guests attending. It’s up to you. Entering Roundtable Attendance  58

59. Roundtable meeting notes are a required entry. 59

60. Ready to submit 60

61. After Submitting the Roundtable Entry 61