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AGMS: Enhancing Client Management and Organization Planning

AGMS is a practical and efficient management and communication tool that enables accurate representation of client interactions, referrals, learner involvement, and feedback opportunities. It aids in planning with quality information, tracking, funding, and evaluation for organizations. The AEGI Records System, with its weekly staff reviews and quarterly reports, ensures effective data protection practices and record-keeping guidelines. Quantitative and qualitative data are collected for client personal information, guidance details, public queries, and activities using local analysis tools.

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AGMS: Enhancing Client Management and Organization Planning

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Presentation Transcript

  1. Practical use of AGMS • Management tool • Communication tool • Reports • Analysis

  2. The Client • Accurate representation of client interaction • Referral • Continuity • Learner involvement • Opportunity for feedback • Planning

  3. The Organisation • Information • Quality • Tracking • Funding • Evaluation

  4. AEGI Records System • Adult Guidance Management System ( database ) • Weekly review by project staff • Quarterly qualitative and quantitative reports

  5. Eight Rules of Data Protection • 1. Fairly obtained • 2. Obtained for a specific purpose • 3. Used only for that purpose • 4. Kept secure • 5. Be accurate and up to date • 6. Adequate • 7. Retained ‘as necessary’ • 8. Available on request

  6. Record Keeping Guidelines • Clearly written • Accurate • Factual • Relevant • Access to records • Objective and professional • In appropriate medium • Critical incidents appropriately recorded

  7. QuantitativeData • Client personal information • One to one guidance information • Group guidance information • General public queries • Other related activities (e.g. meetings, travel, training) • Local analysis tools

  8. QualitativeData • Client interaction • Quarterly qualitative returns • Local analysis tools

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