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July 30, 2014

July 30, 2014. Implementing New Organizational Standards : Risk Assessment, Community Needs Assessment, and Evaluation. Session Panelists. September Ward, BCAEO – Facilitator Billiejo Dye, MCOP – Pathways Program Lori Offenbecher, HDC – Risk Assessment

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July 30, 2014

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  1. July 30, 2014 Implementing New Organizational Standards: Risk Assessment, Community Needs Assessment, and Evaluation

  2. Session Panelists September Ward, BCAEO – Facilitator Billiejo Dye, MCOP – Pathways Program Lori Offenbecher, HDC – Risk Assessment Mark Polega, MMCAA – Risk Assessment Teri Maisner, CAASCM – Community Needs Assessment Julie Kavanagh, MCCSA – Community Needs Assessment Carol Shafto, NEMCSA - Evaluation

  3. Pathways to Excellence Program BillieJo Dye Monroe county opportunity program

  4. History / Background In 2004 & 2005, MCOP was an “at-risk” agency As part of strategic planning, the first goal was to get removed from “at-risk” status and become fully compliant The second goal was to become an excellent CAA

  5. Pathways to Excellence Pathways to Excellence is a CAP Program aimed at promoting excellence in our network In 2010, MCOP enrolled in the Pathways Program Pathways is a 10-month self-assessment process that is team-based and looks deeply into agency policy and procedures

  6. Pathways continued… Pathways makes its assessment on “where the agency is,” no judgement Pathways has 7 topic areas, 34 standards, and 99 questions With each standard, back-up documentation is REQUIRED

  7. Pathways Feedback Report After self-assessment is complete and submitted to CAP, a Peer Review Team goes through the entire report and provides feedback on whether the standard was met or not met Areas for improvement are also noted

  8. MCOP’s Feedback Report • Notable Items: • Formalized Marketing Plan in place • Living Wage Plan was created and now being implemented • Partnerships are formally reviewed and assessed for benefit & opportunities for expansion (Partner/Benefit Matrix) • Short & Long Term Succession Plan in place

  9. How does Pathways translate to Organizational Standards? Organizational standards derive from Pathways, however focus on getting all CAA’s to compliance MCOP was well-suited to become a pilot agency for organizational standards, having gone through Pathways in 2010

  10. Helpful Hints Documenting partnerships - formal MOU’s Short & Long Term Succession Planning – formal policy Legal review of formal agency documents – Attorney invoices (not Board members who happen to be an attorney) Low-income reps on Board and process for seeking and choosing them

  11. Importance of Documentation Many agencies have a perception “Oh yes, we do that…” But when the rubber meets the road, processes are informal and not formal The back-up documentation helps guide us all to more formalized processes

  12. QUESTIONS?

  13. Risk Assessment Mark Polega Mid-michigan Community Action Agency, inc. Lori Offenbecher Human Development Commission

  14. The Standard Standard 1.5: An agency-wide risk assessment is completed at least every two years and reported to the board of directors. While “risk-assessment” is not defined, it is noted that it should be comprehensive—not just a financial risk assessment.

  15. Conducting the Assessment • Nonprofit Risk Management Center • Partner of Community Action Partnership • FREE web-based risk assessment tool • www.riskassessment.org

  16. The Tool • Comprehensive Assessment encompassing all areas: • Intro to Risk Management • Governance • Financial Management • Contracts & Procurement • Human Resources • Communication Risks • Service Delivery Risks • Protecting Vulnerable Populations • Transportation • Property

  17. The Process Web-based format offers flexibility Simple sign-up, provided a username and password Assigned each module to the appropriate department Each department logs on as convenient and completes their section

  18. The Result Comprehensive report (90+ pages!) complete with strengths & recommendations Focus on practicality—achievable Based on premise that limited time, staff and resources are available

  19. Implementation An ongoing process Establishment of an Administrative Risk Assessment Committee—leadership level Reviewing recommendations—will develop additional committees Report to board

  20. QUESTIONS?

  21. Community Needs Assessment Teri Maisner Community Action Agency of South Central Julie Kavanagh Macomb County Community Services Agency

  22. http://www.communityactioncna.org/benefits.aspx

  23. MCCSA Community Needs Assessment • Request for Proposals issued • Seeking contractor to assist with project • Project requirements • Timeframe • Two key components • Demographics • Key demographics related to poverty • Demographics required for programs and grants • Community and Customer Input

  24. MCCSA Community Needs Assessment • Demographics • Population trends • Age • Disabilities • Foster Care • Veterans • Race and Ethnicity • Language • Households & Families • Health Care • Oral Health • Nutrition • Education • Income • Employment • Poverty and Public Assistance • Lots of Figures, Tables & Images

  25. MCCSA Community Needs Assessment • Community Forum • Half day session • Input from community organizations representing many sectors • Government, health care, education, faith based, etc. • Customer Input • Four customer focus groups held in different areas of Macomb County • Variety of volunteers and clients

  26. MCCSA Community Needs Assessment • Analysis • MCCSA leadership staff met to review all data • Identified gaps • Developed recommendations • Using the CNA • Presented to agency board, elected officials • Grants, both new and existing • Provides goals

  27. QUESTIONS?

  28. Evaluation Carol Shafto Northeast Michigan community service agency

  29. WHEN?

  30. WHY? This comprehensive set of organizational standards, developed by the CSBG Organizational Standards Center of Excellence (COE) has been established to ensure that more than 1,000 CSBG eligible entities have the capacity to provide high-quality services to low-income individuals and communities. These standards have the potential to protect and enhance the structural integrity of this national network by assuring that all entities that annually receive CSBG funds have the capacity to organize and support a comprehensive community response to the devastating impacts of poverty.

  31. WHAT? The COE developed 56 organizational standards which are organized into three thematic groups: MAXIMUM FEASIBLE PARTICPATION [11] VISION AND DIRECTION [19] OPERATIONS AND ACCOUNTABILITY [26]

  32. 56 Organizational Standards MAXIMUM FEASIBLE PARTICPATION [11] • Consumer Input and Involvement (3) • Community Engagement (4) • Community Assessment (4) VISION AND DIRECTION [19] • Organizational leadership (5) • Board Governance (9) • Strategic Planning (5) OPERATIONS AND ACCOUNTABILITY [26] • Human Resource Management (9) • Financial Operations and Oversight (13) • Data and Analysis (4)

  33. Questions? September Ward, wards1@michigan.gov 517-335-0820Julie Kavanagh, julie.kavanagh@macombgov.org586-469-5913 Teri Maisner, terim@caascm.org 269-441-1613 Lori Offenbecher, lorio@hdc-caro.org 989-672-1729 Mark Polega, mapolega@mmcaa.org 989-386-3805 Carol Shafto, shaftoc@nemcsa.org 989-358-4600 BillieJo Dye, billiejodye@gmail.com 734-241-2275

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