Giving Voice to Choice

Operational Checklist

Operational Elements / Current Practice / In Process of Review / Requires
Review
Organizational
1.  Does management have a unified vision for the organization?
2.  Is there a mission and values statement for each department based on the organization’s mission and values?
3.  Is the organization culturally aligned?
4.  Are functions in the right department?
5.  Are multiple departments doing the same work and/or re-working what they receive?
6.  Are there job descriptions for each position that outline roles and responsibilities?

5a. Do the staff have a current copy?

5b. Are they current to the work being performed?
Management Practices and Reporting
7.  Is management (including executive leadership) constantly in meetings and unavailable to the staff?
8.  Are there standards of performance for each department?
9.  Do the reports produced for each department tie to the operational and financial standards of performance?
10.  Do reports have plan vs. actual?
11.  Is management reviewing the work performed by the staff and giving quality feedback on a daily basis?
12.  Is the span of control (supervisor/manager to employee ratio) greater than 12 to 1?
13.  Are staff selecting their work or is it assigned by management?
Communication
14.  Does management meet daily with the staff to review performance, identify issues and set next steps?
15.  Are there integrated management meetings (cross-functionally)?
16.  Are there monthly department meetings?
17.  Are there quarterly company meetings?
Training and Employee Development
18.  In there an on-boarding program/process for each department?
19.  Are there current training programs by department by position?
20.  Is there a training program on communication?
21.  Are there training programs focused on how to interact with clients and families?
22.  Is there a training program focused on person centered planning and interaction?
23.  Is there a management training program?
24.  Does a three deep back-up plan exist for coverage in each department?
25.  Is there an employee skills matrix for each department? And is it current?
26.  Is there a “Train the Trainer” program in place for each department?
27.  Is each person in the organization required to upgrade their skills annually? i.e. # of training hours per year
Work Flow and Procedures
28.  Is the work flow balanced from one department to the next?
29.  Are the work processes documented for each department?
30.  Is there an onboarding process for clients?
31.  Is there a “person centered plan” process?
32.  Is there a process for reviewing, updating and managing the “person centered plan”
Internally?

With the family?

With the social worker?
33.  Are the work processes documented?
34.  Is there a performance review process?
35.  Is there a procedure manual for each department based on the work processes?
36.  Are the work processes fraught with manual forms?

24a. Are the forms different for each department?
24b. Are there duplicates produced in each area?
37.  Is the same work being done in multiple departments? (re-work, revisions, etc.)
38.  Is management controlling the flow of work or are they reacting to it?
Information Technology and Systems
39.  Are the current systems supporting the organization? (reducing paperwork, manual processing, etc.)
40.  Is there a backlog of projects for IT?
41.  Is IT available when your department needs support?
42.  Is there a standard turnaround time for getting support from IT?
43.  Does IT manage the phone system(s)?

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