Journey to Excellence Program: Performance, Recognition, and Support

1. Performance Recognition Program

2. What is Journey to Excellence? Journey to Excellence is the new performance assessment, communication and recognition program for Councils, Districts and Units.

3. A Special Thanks to the Task Force • Hab Butler - Journey To Excellence Task Force Chairman • Jamie Shearer - Program Impact Department Manager • Neil Lupton – Vice President Program Boston Minuteman Council • Bob Longoria - Assistant Commissioner Western Region Area 6 • Bob Coons - National Commissioner Service Team • Steve McGowan - Vice President Outdoor Adventure Central Region • David Biegler - Vice President Council Operations Southern Region • Jan Perkins - Regional Commissioner Western Region • Chris Wolfe - Finance Impact Department Manager • Mark Moshier - Council Fund Development Team Lead • Jim Gilbert - Strategic Planning Team Lead • Kenn Miller - Deputy Regional Director Central Region

4. A Special Thanks to the Task Force • Larry Brown - Scout Executive • Shane Calendine - Scout Executive • Alan Anderson - Area Director Central Region • Ignacio Gonzalez - Council Strategic Management Team Lead • Mike Hale - Council Organizational Solutions Team Lead • Stan Willey - Organizational Specialist • Michael Watkins - Council Assessment Team • Jeff Rand - Council Assessment Team • Anthony Gibbs - Council Assessment Team • Chuck Keathley - Mission Impact Department Manager • Bob Paladino - Consultant

5. Here’s how we believe the Journey to Excellence Program can help your Council Planning Assessment Recognition Incentive for Continuous Improvement Benchmarking Early warning of Potential Problems Non-Intrusive Support for your Districts and Units Support from the Area, Region and National Council

6. Planning • Journey to Excellence Scorecard is a planning framework for your year’s performance targets • Tie your council’s plans into the National Strategic Plan • Plan for improvement and for frequent review of achievement

7. Assessment Your Council’s Journey to Excellence Balanced Scorecard gives: • An honest and objective evaluation of your council’s strong points and areas needing improvement • Evaluation in overall performance and in 17 specific criteria including areas of: • Finance • Program • Membership • Governance • Criteria are coordinated with BSA National Strategic Plan

8. Recognition • Councils with a satisfactory performance receive the “Bronze” level of recognition • Councils which do better than satisfactory receive higher recognition • Excellent Performance – “Silver” level • Outstanding Performance – “Gold” level • Levels of recognition are determined and published each year

9. Incentive for Continuous ImprovementTwo Ways to “Travel”Three Levels of Recognition • Gold • Silver • Bronze • Determined Standard (DS) • – set benchmarks • Performance Standard (PS) • – continuous improvement

10. Benchmarking • Bronze, Silver and Gold levels are tracked in overall performance and in each of the 17 criteria • Performance of all Councils is published • Identify Councils doing well in areas you need to improve • contact them through BSA leadership or directly to receive ideas, tips and techniques for improvement.

11. Early Warning of Potential Problems Balanced Scorecard has several criteria shown to be leading indicators of Council performance You can be alerted if these criteria become negative and take early action to head off more severe problems

12. Leading vs Lagging Indicators Leading Indicator Lagging Indicator Captain, there’s an iceberg on the far horizon Captain, the inventory of the galley shows a lot more ice than we expected

13. Non-Intrusive Journey to Excellence criteria are based on information your council is already submitting or is being recorded Calculation of the Council level Journey to Excellence Balanced recognition requires no extra work and will appear on the dashboard Balanced Scorecard is provided with your Council’s annual rechartering

14. Support for your Districts and Units Journey to Excellence evaluation is available for Districts and Units (Packs, Troops, Teams, Crews, Ships) Criteria are based on factors shown to produce successful, healthy, growing Scouting Recognition can be awarded based on performance measured or improvement Evaluation is made at time of district or unit recharter

15. Support by Area, Region and National Council Area Directors and Area Volunteer Leadership plus Regional and National Leadership have access to Journey to Excellence Balanced Scorecards Need for and benefit of help and support can be identified very early and provided in a timely manner Specific areas of strength and weakness are identified so assistance can be very focused Achievement in line with the National Strategic Plan is tracked

16. Journey to Excellenceuses the Balanced Scorecard Quality Growth Quality, growth, and sustainability must all be in balance for success to be truly achieved. Sustainability

17. You are the Leader:Your financial results are yellow, why?What is this strategy map telling you?Where is the root cause of the issue?Where would you focus your improvement team? What is the value of the “Cause and Effect” Strategy Map? Houston Hobby Strategic Theme:Operating Efficiency Financial Profitability Lagging (Outputs) Fewer planes More customers Customer Flight Is on time Lowest prices Process Fast ground turnaround Leading (inputs) People Ground crew alignment

18. How are Balanced Scorecard Criteria Determined? 3 levels Bronze Silver Gold 20th percentile of Councils OR show a measurable improvement 50th percentile of Councils OR show a measurable improvement and be over a minimum standard 90th percentile of Councils OR show a measurable improvement and be over a good standard The Balanced Scorecard for Councils is determined based on a calendar year A key to Journey to Excellence is Continuous Improvement

19. How is your overall rating determined? • You receive points in each of the 17 Categories Gold, Silver, Bronze or no rating (no points) • Your total points are added to give your total score • Criteria which correlates most with success receives the most points • No one criterion is mandatory • Your total score determines your overall rating For 2011 Gold is 1200*, Silver is 950, Bronze is 700(*Overall Gold requires at least Bronze on req. 1)

20. Here are the Criteria areas • FINANCE BronzeSilverGold • Fiscal Management: Maintain positive 75100 200 • Unrestricted net assets in the Operating Fund • to support Annual Operating expenses. • 2) Fundraising: Increase council-generated 75100200 • net contributions in the Operating Fund over • prior year. • 3) Endowment: Add new permanently 2550100 • restricted gifts to the Endowment Fund.

21. MEMBERSHIP BronzeSilverGold 4) Membership Impact: Increase market 75 100 200 share (traditional plus Exploring) 5) Membership/Youth Growth:Increase 75 100 200 number of registered youth (traditional plus Exploring) 6) Youth Retention: Improve retention 75 100 200 rate of traditional youth

22. PROGRAM BronzeSilverGold 7) Cub Scout Advancement: Increase the 25 50 100 percentage of Cub Scouts earning rank Advancements. 8) Boy Scout Advancement: Increase the 25 50 100 Percentage of Boy Scouts earning rank Advancements. 9) Cub Scout Camping: Increase the percentage 25 50 100 of Cub Scouts attending day camp and/or resident camp 10) Boy Scout Camping: Increase the percentage 25 50 100 of Boy Scouts and Varsity Scouts attending long-term camp and/or high-adventure program 11) Community Service: Increase the amount 25 50 100 of community service provided by Scouts, leaders and other participants.

23. UNIT SERVICE BronzeSilverGold Youth-Serving Executives: Maintain or 75 100 200 improve ratio of youth-serving executives to total available youth. 13) Commissioner Service: Increase the 25 50 100 number of registered commissioners over prior year. Unit Visitations: Improve the rate of 25 50 100 visitations to units by commissioners.

24. LEADERSHIP AND GOVERNANCE Bronze SilverGold Council Leadership: Have a trained 25 50 100 and engaged executive board. 16) District Leadership: Increase the 25 50 100 number of volunteers serving on district committees. 17) Unit Leadership: Increase the 25 50 100 number of direct contact leaders who are trained. TOTAL POINTS ALL CRITERIA 725 1150 2400

25. Here’s how a Balanced Scorecard might be calculated for a typical Council Total is 1025 points. Since Silver is 950 and Gold is 1200, this Council qualifies for Silver BronzeSilverGold Fiscal Management 75 100 200 Fundraising 75 100 200 Endowment 25 50 100 Membership Impact 75 100 200 Membership/Youth Growth 75 100 200 Retention 75 100 200 Cub Scout Advancement 25 50 100 Boy Scout Advancement 25 50 100 Cub Scout Camping 25 50 100 Boy Scout Camping 25 50 100 Community Service 25 50 100 Youth Serving Executives 75 100 200 Commissioner Service 25 50 100 Unit Visitations 25 50 100 Council Leadership 25 50 100 District Leadership 25 50 100 Unit Leadership 25 50 100 Sum 325 400 300

26. Criteria Standards Change Each Year • Each year, the criterion requirements will be tightened to reflect the improved performance by councils • New standards for 2012 will likely be announced in early 2012 • Council performance for 2011 will determine the 2012 standards, so 2011 data will need to be collected and analyzed • A Silver performance for 2011 might only rate Bronze in 2012 • The criteria will likely be the same; it will never hurt to do better and improve

27. Who now uses the Balanced Scorecard Concept? • American Express • Anheuser Busch • AT&T Mobility • Bank of America • Caterpillar • Chrysler • Consolidated Edison • Coors • Department of Defense • Federal Reserve Bank • GE Capital Key Scouting Volunteers use and are comfortable and familiar with the Balanced Scorecard Johnson & Johnson Halliburton Hewlett Packard Mastercard Merck & Co. Microsoft Pricewaterhouse Procter and Gamble Verizon American Red Cross And Many Others

28. District and Pack Criteria

29. Future Measures • Voice of the Customer (VOC) youth survey ratings – age appropriate- including Net Promoter Score (NPS) • VOC – parents (NPS) • VOC – council (NPS) • VOC – chartering organizations (NPS) • VOC – camper (NPS) • Diversity indicator • Innovation 29

30. Journey to Excellence Summary Measuring our Continuous Improvement Recognizing and Publicizing Outstanding Performance Identifying Potential Problems so they can be addressed and corrected Encouraging Mutual Assistance and Support Building Better Scouting for More Scouts Contact us at JTE@Scouting.org