Transcript Slide 1
CSB PLANNING SOP US Lacrosse Constituent Support Budget Planning Session Standard Operating Procedure CSB Planning Session SOP What is the CSB? (CSB) is the Constituent Support Budget, it is a budget planning process created by the (CES) Chapter Effectiveness Subcommittee in 2012. The CSB is an integral part of the New Resource Allocation Budget program which replaces the old rebate system in 2014. The New Resource Allocation Budget is the method that Chapters will use to receive funds to operate the chapter, provide programs and services for constituent organizations and apply for grants to augment the needs of the constituents in their region. The CSB Planning session is the process that each US Lacrosse Chapter will undergo with all of its constituent organizations , groups, leagues , townships , counties and or municipalities that require programmatic needs. CSB Planning Session SOP The CSB process has 3 Phases Phase I: Chapter Leadership Meeting to develop Performance Indicator Plan – Self assessment – Plan vs. Actual review Phase II: Chapter/League meeting to develop priority list of programs and services Phase III: Chapter leadership meeting to finalize CSB – Allocations against performance indicators – Allocations to support needs of groups/leagues Phase I Chapter Leadership Meeting to Develop Performance Indicator Plan Conduct a Chapter Effectiveness Self Assessment Survey with Chapter & League Leadership Chapter & League Leadership will be sent a Self-Assessment Survey that will require completion prior to the CSB planning Session. Chapter & League Leadership will return the completed Self-Assessment surveys to US Lacrosse for feedback prior to the CSB planning session. Chapter Leadership will consult with a US Lacrosse regional staff representative to review the feedback from both chapter and league leadership to determine budget strategy prior to the CSB planning session. Phase I Chapter Leadership Meeting to Develop Performance Indicator Plan Review Chapter Effectiveness Self-Assessment Survey with the Chapter Leadership Identify Chapter Strengths and Weaknesses • Strengths-Those programs , services and actions that the chapter should(continue/do more). • Weaknesses- Those programs , services and actions that the chapter should(do better). Discuss efforts needed to strengthen Chapter effectiveness in areas of : Communication, Volunteer Development and Organizational Capacity. Phase I Chapter Leadership Meeting to Develop Performance Indicator Plan Review Chapter Financial Position with Chapter Leadership Review of Previous actuals and current year budget • (eg: 2012 actuals and 2013 budget) Review of “must have” historical programs • (eg: Convention / Super Juniors) Develop initial budget allocation for Chapter Effectiveness initiatives as well as programs and services to support constituent organizations . Phase II Chapter/League meeting to develop priority list of program and services Review Chapter Self Assessment and Plan with Leagues Review Self – Assessment • (eg: review (do better) and (continue/do more)) Review Effectiveness Strategies • (eg: create chapter sub committees to address areas that are identified as (do better) and assign a key contact/leader to spearhead the initiative) Resource needs for Chapter • (eg: align chapter funding with programs, services ,events and actions that will address areas that need to be strengthened and support areas that need to be continued.) Phase II Chapter/League meeting to develop priority list of program and services Review League objectives and needs for the next year (eg:2013) Coaches • (eg: (CEP) coaches education program- level 1 or 2 Clinic) Officials • (eg: (OEP)officials education program- certification) Parents • (eg: (PCA) positive coaching alliance workshops / books & video education of youth rules (boys & girls)) Players • (eg: clinics, all star events) Phase II Chapter/League meeting to develop priority list of program and services Prioritize the Shared Needs and Initiatives of the local Constituents as a group • • • • • • CEP OEP/Rules Interpretation Sessions PCA workshops Playing Opportunities Camps Clinics Tournaments First Stick Parent Training Guidebooks- youth rules / best practices Video Education Phase II Chapter/League meeting to develop priority list of program and services Develop a Preliminary list of Chapter Resource Allocation Initiatives Create chapter sub committees to address each initiative w/ a key person in charge. Set a follow up date to have the chapter executive committee meet to examine the “top priorities” of the constituent organizations with the goal of developing the CSB budget for submission to US Lacrosse by August 1st for the following year’s resource allocation. Phase III Chapter Leadership Meeting to Finalize CSB Prioritize the Allocation of Resources to match the Performance Indicators that support the Chapter’s Effectiveness Strategy for the upcoming year. Performance Indicator (PI)Positive (PI)(PI) Improvement Opportunity(IO)Tactic to deliver on (IO)Resource Allocation($) Programs and Services Increase the ratio of Certified Coaches to players Certify more coaches CEP Level 1 MG/WG$500.00 Broad Constituent Communication Quality and Consistent Communication with Constituents Update and formalize communication with all Constituents Keep the website current and set up a calendar driven email blast program $750.00 Quality Volunteers Identify and Recommend leaders for National Volunteer Opportunities Implement Volunteer Recruiting & Training Activities Recruiting and Training Event$300.00 Organizational Capacity Consistently Meet Compliance Requirements Need for strategic plan Out source Organizational Consultant to assist with strategic plan$600.00 Phase III Chapter Leadership Meeting to Finalize CSB Prioritize the Allocation of Resources to match the Performance Indicators that support the Constituent Organization’s (groups/leagues) Needs for the upcoming year. Performance Indicator (PI)Positive (PI)(PI) Improvement Opportunity(IO)Tactic to deliver on (IO)Resource Allocation($) Programs and Services Increase the number of Certified Officials Certify more Officials OEP Certification MG/WG$750.00 Broad Constituent Communication Increase the Communication with Constituents Update and formalize communication with all Constituents Update the website and set up a calendar driven email blast program $750.00 Quality Volunteers Recruit , train and retain Quality Volunteers Implement Volunteer Recruiting & Training Activities Recruiting and Training Event$500.00 Organizational Capacity Re- populate the board Out reach to Constituent Organizations Set up a USL Chapter Tent at League Events$300.00