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2014 Regional Professional Development Conference. Track #12 Citizen-Centric Reporting. General title. 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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  1. 2014 Regional Professional Development Conference Track #12 Citizen-Centric Reporting General title 2:20 PM to 4:30 PM (Break 3:20 to 3:30 PM) Bentley University Waltham, Mass. March 13, 2014

  2. Welcome and Introduction Craig C. Hall Director of Accountability, AGA-Boston Chapter and Associate Faculty, University of Phoenix School of Business General title Geovanny Diaz Student Member, AGA-Boston Chapter

  3. Agenda • Good Stewardship • Citizen-Centric Report Model • Case Studies • Break • Building your own Citizen-Centric Report • National and Chapter Technical Assistance • Questions and Answers General title

  4. General chart Good Stewardship

  5. 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

  6. The Concept of Transparency: Theory and Practical Application • 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. General title

  7. Citizen-Centric Report Model General title

  8. The Citizen-Centric Reporting Model • 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?” General title

  9. General chart Case Studies

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  13. General chart Break (3:20 to 3:30 PM)

  14. General chart Building Your Own Citizen-Centric Report

  15. How to Construct a Citizen Centric Report: Content Guidelines • 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? General paragraph

  16. How to Construct a Citizen Centric Report: Content Guidelines Cont. • 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. General paragraph

  17. How to Construct a Citizen Centric Report: Design Guidelines • Visual Appeal and Readability • Physical Layout • Colors • Images and Graphics • Type and Fonts • Publishing Software • Distribution of Your Report • Branding

  18. The Secret Formula: Primary Reasons for Success • Vision • Leadership • Staff participation • Stakeholder involvement

  19. General chart National and Chapter Technical Assistance

  20. Resources for Constructing a Report • 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 General paragraph

  21. AGA Technical Assistance: National 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 Templates

  22. AGA Technical Assistance: Local The AGA Boston Chapter can provide guidance, technical assistance, and assistance in the national award program to members as well as non-members. AGA Templates

  23. Judging Guidelines • How the entity is organized/operates (items such as vision statement and strategic goals). • Accomplishments surrounding key missions and service, along with selected performance measures. • Revenues and expenses are displayed in a way that is easy to follow (like bar and/or pie charts). • 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.” AGA Templates

  24. Judging Guidelines • Future challenges affecting the entity. • 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.“ • Report is ‘free’ of technical accounting language. • Incorporates pictures and other graphics to make it visually appealing. AGA Templates

  25. Judging Guidelines • Report has been distributed (hardcopy, posted to website and/or posted in newspaper) • Issued in a timely manner, within or after 6 months of the end of the fiscal year. • Report references the AGA Citizen-Centric Reporting Initiative and includes the new CCR logo AGA Templates

  26. Awards and Recognition Program • 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. AGA Templates

  27. Thought Leader in Advancing Government Accountability and Transparency Association of Government Accountants www.agacgfm.org Citizen-Centric Reporting www.agacgfm.org/citizen/ AGA Boston Chapter http://www.agaboston.org/ General paragraph

  28. Questions and Answers General chart

  29. Contact Information: Craig C. Hall craighallfac@email.phoenix.edu General chart Geovanny Diaz geovanny.diaz@state.ma.us

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