Page 47 - Executive Director

11. A report is written in paragraph form with the following:
a. Action steps to KEEP in place to avoid current numbers from dropping, especially
those numbers we recently made progress in.
b. Action steps to IMPROVE at least ONE indicator we will focus on during the next
quarter. These action steps will have objective steps to take, measure, and with
deadlines each will be completed.
12. Save the “Key Strategic Indicators – Quarterly” is saved as “Key Strategic Indicators –
(Today’s Date)” under the Exec Director’s user area on server under the folder labeled
“Key Strategic Indicators”
13. Save the report in #8 above under the same folder and saved as “Key Indicators Action
Plan (Today’s Date)”
14. Both of these two files are e-mailed to the owner PRIOR to Jan. 2, Apr. 2, July 5, and Oct.
2 each year.
15. Steps in #8 are implemented or planned as written in tickler file of ED.

Drill:
1. What is the point of doing this?
2. What would likely happen if we did not measure these results?
3. After gathering the results what is the minimum number of things you should focus on
improving for the next quarter? If you choose to focus on too many what could
happen?
4. Do you have any questions about how to gather or calculate the results?

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