How to Create a Citizen Centric Report (CCR)

Transcription

1 General title How to Create a Citizen Centric 2017 AGA Southeast Regional PDT April 6-7, 2017 Karen B. Hale, MAOM, CGFM SVP for Regional Services Section IV

2 General title How to Create a Citizen Centric What is a Citizen Centric Report? It is a clear and concise way to convey government financial information to its citizens and allows for a better understanding of government operations.

3 Where did it begin? The late Dr. Relmond Van Van Daniker, past AGA Executive Director, developed the CCR model in He recognized that while the CAFR contained vital information, most taxpayers would not read and sort through reams of paper. He encouraged governmental entities to create a CCR to provide financial information in a clear, concise way.

4 Next A partnership for Intergovernmental Management and was established in 2007 This partnership allowed open communication between AGA and governments and enhanced government AGA Surveys, 2008 and 2010 Research Series e-reporting July 2012 (Sponsored by Ernst & Young, LLP and researched by Dr. Billy Morehead)

5 Discoveries Trust of government information is earned and necessary for success has an obligation to provide information Citizens are entitled to transparent financial information We need to give citizens numbers they can understand

6 Thoughts on breeds response-ability -- Steven Covey Trust is the essence of leadership -- Colin Powell A body of men holding themselves accountable to nobody ought not to be trusted by anybody -- Thomas Paine

7 Who Should Generate a CCR? AGA chapters Chair Other professional organizations State and state departments City and county governments Law enforcement Schools and Universities

8 Benefits of Preparing a CCR Make government more transparent to its citizens Address concerns about fraud, waste and abuse Builds trust and creditability with citizens Makes governments more accountable to their citizens Provides helpful information that is easy to read and understand.

9 Benefits of Preparing a CCR Provides easy access to volumes of financial, program and service information Helps citizens to become better educated and better equipped to participate in government activities Better enables governments to plan strategically Provide information during an administration transition

10 Why Prepare a CCR? Budget planning Recruiting employees or students Seeking grant dollars Strategic planning and performance

11 Report How to Get Started Visit AGA s website at: Review the guidelines to get ideas on colors, graphics, types, fonts, layout, etc. Download the CCR logo Word template Be creative!

12 Report Things to Consider Audience (small or wide reaching) Distribution ( , hand delivery, mail, newspaper, publication, press conference, website, etc.) Cost of publication (budget, who pays?) Who will gather the information, design and publish?

13 Report Guidelines Visual appeal Font types and size Physical layout, white space and consistent look Readability (remove technical language) Color scheme (based on entity branding, popularity) Trends (columns, art, content) Photos and graphics Be creative!

14 CCR Model Four Page Design Page One Explains who the organization is (governmental entity, service industry, academic, etc.) Details the demographics Provides the mission and goals Shows the governance structure Table of Contents, dashboards

15 Chapter Example

16 Federal Example

17 State Example

18 CCR Model Four Page Design Page Two Lists the key service or activity goals/benchmarks Indicates whether performance measures were met Explains what has been accomplished Shows how this year compares to others Draw conclusions and show trends

19 City Example

20 State Example

21 City Example

22 Chapter Example

23 CCR Model Four Page Design Page Three Financial information Revenues and expenses for programs or budget items (can indicate by budget allocation or by program)

24 Federal Example

25 State Example

26 Chapter Example

27 CCR Model Four Page Design Page Four Major challenges faced (new administration, aging population, technology, multi-generational workforce) Future concerns or issues that may impact the entity Changes in the law

28 Chapter Example

29 County Example

30 Chapter Example

31 Who Should Receive a CCR? Governor, legislators and state officials City manager, board and commission members Law enforcement Potential employees Prospective businesses, media and realtors Schools and universities Students (tool for learning about government)

32 Promote the CCR Annual Virtual Finance Case Challenge Undergraduate students develop a CCR Raises accountability awareness Challenges moral reasoning Opens door to a career in government Gift cards for champion

33 Promote the CCR Chapter-hosted case challenge (college students, high-school students, early career members) Newsletter (chapter, office) Media (newspaper, local TV) Social media (Facebook, Instagram, Twitter, LinkedIn) Website

34 Chapter/Entity Benefits Recruiting Tool for Membership Setting the Standard/Thought Leader Recognition Chapter Recognition Program Certificate of Excellence Program

35 Chapter Recognition Points Guideline Prepare a chapter CCR 350 Second Chapter CCR 500 Subsequent Chapter CCRs 100 Post CCR to website 50 Submit Chapter CCR to Certificate of Excellence review 250 Encourage governments/agencies to produce a CCR Prepare for governments/agencies Help a government/agency to prepare a CCR 500 Help a government/agency publicize a CCR in local media Points 50/entity 500/CCR 250/entity (if successful)

36 Chapter Recognition Points Guideline Points /agency submits CCR to Certificate of Excellence review program 250 /agency prepares second consecutive CCR 500 /agency prepares subsequent consecutive CCR 750 AOC gives CCR presentation at chapter or regional event 100 AGA national staff/officer gives a CCR presentation at chapter/regional event AOC arranges for government/agency to make presentation on CEAR/CCR submission at chapter or regional event AOC arranges government/agency to make presentation on CEAR/CCR report at chapter or regional event Chapter members participates as a CCR reviewer /member

37 Recognition People work for money but go the extra mile for recognition, praise and rewards Dale Carnegie Recognition is the greatest motivator Gerard C. Eakedale

38 Certificate of Excellence Program Offered to entities that prepare and distribute a highquality CCR Incorporate recommended content Follow guidelines A Certificate of Achievement recognizes entities that do not meet all of the requirements

39 Certificate of Excellence Program

40 Summary CCR offers transparency and builds trust Easy to read and understand Benefits to citizens, chapters and entities Multiple ways to promote Numerous resources to create a CCR

41 Questions/Answers

42 Let me know how I can assist you in having the best chapter in the region and nation. General chart Thank you! Karen.B.Hale@cot.tn.gov (615)