journey to excellenceoa.samhoustonbsa.org/data/sites/6/media/nlats/... · what is the journey to...
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2/27/2016
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JTEJourney To Excellence
2016
Order of the ArrowLodge JTE Requirements
2
Objectives
Understand the purpose of JTE
Identify requirement changes since 2016
Review the requirements for 2016 JTE
Understand JTE concepts and calculations
Identify resources to assist my lodge with JTE
3
Contents
Purpose of JTE
History
Target award distribution
Changes since 2014
Eight key metrics
Point value changes
2016 JTE requirements
JTE resources
2016 JTE requirements
Finance
Membership
Program
Unit Service
Council Support
Leadership & Governance
to go to the slidesClick
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WHAT IS JTE?
What is the Journey to Excellence program?
5
Journey to Excellence
• Evaluate and recognize lodge performance
• Encourage continuous improvement
• Measure many aspects of lodge program – multi-
faceted
• Provide visibility into the success of our program
• Identify opportunities for program enhancement
Goals of the JTE program
6
Lodge Operations and Lodge Program
How are we doing?
Are we on track?
How can we improve?
Where did we have difficulties?
Where should we focus?
JTE can help answer these questions!
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JTE Data
• Data never before gathered
• More info regarding lodge performance and operations
than ever before available
• Visibility into the success of our program
• More than only the JTE requirements
What about all of these detailed data and statistic s?
• Understand performance of lodges
• Improve the OA program
• Focus on key operational elements
8
JTE – Consistent throughout BSA
• Other programs of the BSA use Journey to Excellence :
o Council JTE
o District JTE
o Troop / Pack / Team / Crew JTE
• Consistency in performance measurement
• Other Order of the Arrow JTE programs:
o Chapter JTE
o Section JTEDefined by the lodge
HISTORY OF JTE
Replaced the Quality Lodge program in 2012
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A Brief History of JTE• 1st year of OA JTE• Optional2012
Requirements change
for the first time
• No change to requirements• JTE and recharter integrated• Submitted via spreadsheet or OA Lodge Master
2013
• No change to requirements• Benchmarks changed
2014
• Requirements and point values changed• OA Lodge Master required2015
2016 • Benchmarks changed• BSA membership & number of units automated
2016 JTE CATEGORIES
JTE categories and target award distribution
12
Six Categories:
FINANCE
MEMBERSHIP
LEADERSHIP GOVERNANCE
PROGRAM
COUNCIL SUPPORT
UNIT SERVICE
Three Award Levels:
Silver
Bronze
Gold
JTE Program Overview
What is the target award distribution?
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Target Award Distribution
Target award distribution to encourage continued improvement
80 % of lodges
recognized
Gold is difficult!
14
Target Award Distribution
How were the awards distributed in 2015?
Target award distribution 2015 award distribution
JTE
AWARD LODGES PERCENT
Gold 88 32%
Silver 102 37%
Bronze 73 26%
None 16 6%
Total 279 100%
Gold,
31.7%
Silver,
36.7%
Bronze,
26.3%
None,
5.8%
Gold
Silver
Bronze
None
15
2013
Award Distribution – 2013 - 2015
Target award distribution
Gold,
38.8%
Silver,
14.0%Bronze,
4.0%
None,
39.9%
2014
Gold,
31.7%
Silver,
36.7%
Bronze,
26.3%
None,
5.8%
2015
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2016 JTE REQUIREMENTS
The JTE requirements changed in 2015
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1) Fiscal Management
2) Contribution to Council
FINANCE
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Lodge Leadership
17) Annual Report
PROGRAM7) Unit Elections
8) Section & National Events
9) Communications
10) Event Participation
11) Lodge Planning
COUNCIL SUPPORT12) Service Projects
13) Camping Support
14) Council Program Support
15) Council Designated Support
*
*
* = Required
5) Brotherhood Completion
4) Ordeal Completion
3) Growth Growth and Brotherhood Completion
no longer mandatory
We begin with the 2014 JTE +
Start with the 2014
JTE
22
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
5) Brotherhood Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Lodge Leadership
17) Annual Report
PROGRAM7) Unit Elections
8) Section & National Events
10) Event Participation
11) Lodge Planning
COUNCIL SUPPORT12) Service Projects
13) Camping Support
14) Council Program Support
15) Council Designated Support
9) Communications
Remove
Communications
Remove Communications +
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1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
5) Brotherhood Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Lodge Leadership
17) Annual Report
PROGRAM7) Unit Elections
8) Section & National Events
10) Event Participation
11) Lodge Planning
COUNCIL SUPPORT12) Service Projects
13) Camping Support
14) Council Program Support
15) Council Designated Support
Remove
Communications
17) Annual Report
11) Lodge Planning
Merge Planning and Annual Report +
Merge
Lodge Planning and
Annual Report
24
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
5) Brotherhood Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Lodge Leadership
PROGRAM7) Unit Elections
8) Section & National Events
10) Event Participation
COUNCIL SUPPORT12) Service Projects
13) Camping Support
14) Council Program Support
15) Council Designated Support
Merge
Lodge Planning and
Annual Report
17) Annual Report
11) Lodge Planning
Merge Planning and Annual Report +
25
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
5) Brotherhood Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Lodge Leadership
PROGRAM7) Unit Elections
8) Section & National Events
10) Event Participation
COUNCIL SUPPORT12) Service Projects
13) Camping Support
14) Council Program Support
15) Council Designated Support
17) Planning & Reporting
Merge
Lodge Planning and
Annual Report
17) Annual Report
11) Lodge Planning
Merge Planning and Annual Report +
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1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
8) Section & National Events
10) Event Participation
COUNCIL SUPPORT
13) Camping Support
14) Council Program Support
15) Council Designated Support17) Planning and Reporting
5) Brotherhood Completion
7) Unit Elections
Recategorize several criteria
12) Service Projects
+
27
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
8) Section & National Events
10) Event Participation
COUNCIL SUPPORT
13) Camping Support
14) Council Program Support
15) Council Designated Support17) Planning and Reporting
5) Brotherhood Completion
7) Unit Elections
12) Service Projects
Rearrange a few +
28
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
5) Brotherhood Completion
8) Section & National Events
COUNCIL SUPPORT
13) Camping Support
14) Council Program Support
15) Council Designated Support17) Planning and Reporting
12) Service Projects
7) Unit Elections
10) Event Participation
Rearrange a few +
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COUNCIL SUPPORT
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
4) Ordeal Completion
6) Membership Retention
Changes from 2014 to 2015
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
17) Planning and Reporting
7) Unit Elections
COUNCIL SUPPORTCOUNCIL SUPPORT
15) Council Designated Support
14) Council Program Support
13) Camping Support
PROGRAM
8) Section & National Events
10) Event Participation
5) Brotherhood Completion
12) Service Projects
+
UNIT SERVICE
) Unit Visitation
) Unit of Excellence Award
A brand new category!
30
1) Fiscal Management
2) Contribution to Council
FINANCE
Changes from 2014 to 2015
LEADERSHIP GOVERNANCE
16) Leadership Development
17) Planning and Reporting
UNIT SERVICE
Unit Visitation
Unit of Excellence Award
3) Growth
4) Ordeal Completion
6) Membership Retention
MEMBERSHIP
7) Unit Elections
PROGRAM10) Event Participation
5) Brotherhood Completion
12) Service Projects
8) Section & National Events
COUNCIL SUPPORT15) Council Designated Support
14) Council Program Support
13) Camping Support
7)
8)
9)
10)3)
4)
5)
6)
1)
2)
16)
17)
11)
12)
13)
14)
15)
Renumber +
31
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
6) Ordeal Completion
4) Membership Retention
2015 Journey to Excellence!
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
10) Section & National Events
7) Event Participation
COUNCIL SUPPORT13) Council Designated Support
14) Council Program Support
15) Camping Support17) Planning and Reporting
8) Brotherhood Completion
5) Unit Elections
9) Service Projects
UNIT SERVICE
11) Unit Visitation
12) Unit of Excellence Award
+
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2016 KEY JTE METRICS
There are eight “key JTE metrics”
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1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
6) Ordeal Completion
4) Membership Retention
2016 Journey to Excellence!
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
10) Section & National Events
7) Event Participation
COUNCIL SUPPORT13) Council Designated Support
14) Council Program Support
15) Camping Support17) Planning and Reporting
8) Brotherhood Completion
5) Unit Elections
9) Service Projects
UNIT SERVICE
11) Unit Visitation
12) Unit of Excellence Award
Key JTE metrics=
POINT VALUE CHANGES
Several levels of point values added in 2015
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In 2014some requirements were worth: 75 / 100 / 200and others were worth: 25 / 50 / 100
2016 Point Values per Criterion200 100
Gold points 200 100
Silver points 100 50
Bronze points 75 25
600 400 300
Gold points 600 400 300 200 100
Silver points 300 200 150 100 50
Bronze points 150 100 75 50 25
2014
200 1002016
36
1) Fiscal Management
2) Contribution to Council
FINANCE
3) Growth
6) Ordeal Completion
4) Membership Retention
2016 Journey to Excellence
MEMBERSHIP
LEADERSHIP GOVERNANCE
16) Leadership Development
PROGRAM
10) Section & National Events
7) Event Participation
COUNCIL SUPPORT13) Council Designated Support
14) Council Program Support
15) Camping Support17) Planning and Reporting
8) Brotherhood Completion
5) Unit Elections
9) Service Projects
UNIT SERVICE
11) Unit Visitation
12) Unit of Excellence Award
600
400
400
300
300
300
300
200
200
200
200
200
200
200100
100
100
500
1500
300
900
400
700
These are the Gold point values
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FINANCE
2016 Journey to Excellence
MEMBERSHIP
LEADERSHIP GOVERNANCE
UNIT SERVICE
500
1500
300
900
400
700
PROGRAM
COUNCIL SUPPORT
Total 4,300 points
Gold 2,550 plus at least Bronze in 15 criteria
Silver 2,050 plus at least Bronze in 12 criteria
Bronze 1,400 plus at least Bronze in 10 criteria
Totals per category
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Relative Values of JTE Categories
Finance
12%
Membership
35%
Program
21%
Unit Service
9%
Council
Support
16%
Leadership &
Governance
7%
JTE Categories
Finance
Membership
Program
Unit Service
Council Support
Leadership &
Governance
2016 JTE CRITERIA
Here are the 2016 JTE detailed requirements
FINANCE
2016 JTE Requirements
Category 1 of 6
500 points
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Finance
1) Fiscal ManagementDevelop lodge annual budget
Bronze : Complete and follow budget
Silver: Close with positive balance
Gold: Close with at least projected balance
Category 1 of 6
200
100
50
Lodge Finance Manual(rev. 2008)
42
Finance Category 1 of 6
2) Contribution to CouncilContribute cash or materials to the council
Bronze : Contribute $ 4.50 per member
Silver: Contribute $ 8.50 per member
Gold: Contribute $ 24.00 per member 300
75
150
43
Contribution to CouncilContributions are not only cash but include the fair market value of materials donated
• Friends of Scouting contribution• James E. West Fellowships• Other cash contributions
Cash
• Materials donated • Materials purchased for Ordeals or
special projects
Materials
Don’t forget to include in-kind contributions
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46
2015 Southern Region Contributions
Data from 2015 JTE statistics presentation – Southern Region
SECTION
TOTAL
CONTRIBUTIONS
TOTAL
MEMBERSHIP
CONTRIBUTION
PER MEMBER
Section S-4 107,469$ 5,204 20.65$
Section S-2N 88,100$ 6,605 13.34$
Section S-6 79,640$ 4,425 18.00$
Section S-7A 72,910$ 4,623 15.77$
Section S-7B 68,448$ 5,365 12.76$
Section S-9 64,873$ 5,260 12.33$
Section S-5 60,722$ 4,608 13.18$
Section S-8 59,900$ 3,450 17.36$
Section S-2S 55,075$ 7,906 6.97$
Section S-1B 23,783$ 1,441 16.50$
Section S-1A 14,513$ 1,393 10.42$
Southern Region 695,433$ 50,280 13.83$
50
$20.65
$18.00 $17.36
$16.50 $15.77
$13.34 $13.18 $12.76 $12.33
$10.42
$6.97
$-
$5.00
$10.00
$15.00
$20.00
$25.00
Section
S-4
Section
S-6
Section
S-8
Section
S-1B
Section
S-7A
Section
S-2N
Section
S-5
Section
S-7B
Section
S-9
Section
S-1A
Section
S-2S
CONTRIBUTION PER MEMBER
2015 Southern Region Contributions
Gold
Silver
Bronze
Measured on a per-member basis
Data from 2015 JTE statistics presentation – Southern Region
MEMBERSHIP
2016 JTE Requirements
Category 2 of 6
1500 points
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2016 - Membership
3) GrowthExperience growth in membership
Bronze : Grow by at least 1 member
Silver: Grow by at least 1%
Gold: Grow by at least 9.5%
Category 2 of 6
600
150
300
57
JTE – Membership Impact (Growth)
• No longer a required criterion!Can still earn Gold without growth
• Highest point value
Growth has the highest point value of all criteria
• Compares 2016 membership to 2015 membership
Growth!
600 150300
63
2015 Southern Region Growth
Chart from 2015 JTE statistics presentation – Southern Region
Larger sections in the Southern Region
4,500
5,000
5,500
6,000
6,500
7,000
7,500
8,000
8,500
9,000
2012 TOTAL
MEMBERSHIP
2013 TOTAL
MEMBERSHIP
2014 TOTAL
MEMBERSHIP
2015 TOTAL
MEMBERSHIP
Tota
l L
od
ge
Me
mb
ers
hip
Section S-2S
Section S-2N
Section S-9
Section S-4
Section S-7B
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2015 Southern Region Growth
Chart from 2015 JTE statistics presentation – Southern Region
Smaller sections in the Southern Region
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
5,500
2012 TOTAL
MEMBERSHIP
2013 TOTAL
MEMBERSHIP
2014 TOTAL
MEMBERSHIP
2015 TOTAL
MEMBERSHIP
Tota
l Lo
dg
e M
em
be
rsh
ip
Section S-7A
Section S-5
Section S-6
Section S-8
Section S-1B
Section S-1A
68
2016 - Membership
4) Membership RetentionKeep members active from one year to the next
Bronze : Achieve 63% retention rate or 4% increase
Silver: Achieve 74% retention rate or 4% increase over 63%
Gold: Achieve 85% retention rate or 5% increase over 74%
Category 2 of 6
300
75
150
69
What is Membership Retention?
2015InductionsNew Ordeal
Members
Current
Members
How many return?
2015End of year
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70
What is Membership Retention?
New Ordeal
Members
Current
Members
Some do not return
2015
Sash & Dash
ReturningNew Members
Become inactive Some become inactive
End of year
Returning
Members
2015End of year
71
Membership Retention
New Ordeal
Members
Current
Members
2015
Sash & Dash
Become inactive
End of year
ReturningNew Members
Current
Members
2015End of year
This is Membership Retention!
74
80%
78%
76%
74% 74%72% 72%
70% 70%69% 69%
60%
65%
70%
75%
80%
85%
Section
S-7B
Section
S-7A
Section
S-1B
Section
S-2S
Section
S-8
Section
S-1A
Section
S-5
Section
S-2N
Section
S-4
Section
S-9
Section
S-6
MEMBERSHIP RETENTION
Gold
Silver
Bronze
Chart from 2015 JTE statistics presentation – Southern Region
Membership Retention - Southern Region
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76
Two Factors in Membership Retention
Reduce“Sash & Dash”
Encourage brand new Ordeal members to become active
Increase membership retention:
Keep current members active and involved
Increase membership retention:
Decrease the number becoming inactive
77
5) Unit ElectionsConduct unit elections in all troops and teams
Bronze : Achieve 69% retention rate or 4% increase
Silver : Complete elections for 64% of units
Gold : Complete elections for 100% of units
Bronze : Complete elections for 37% of units
Category 2 of 62016 - Membership
300
75
150
78
Election Rate and Completion RateWhat is the difference?
Completion rate =
Election rate =Total number of
Troops and Teams
Elections Conducted
Requested Elections
Requested Elections
Which do you think we should measure?
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79
Did this measure:
Completion rate
Election rate?
or
Unit Elections7) Unit Elections
Conduct unit elections when requested.
Does something in this sentence stand out to you?
7) Unit ElectionsConduct unit elections when requested .
Number of elections conducted when requested
Number of units that request an OA election
2014 requirement
80
5) Unit ElectionsConduct unit elections in all troops and teams
Bronze : Achieve 69% retention rate or 4% increase
Silver : Complete elections for 64% of units
Gold : Complete elections for 100% of units
Bronze : Complete elections for 37% of units
Category 2 of 62016 - MembershipNow measuring “Election Rate”
300
75
150
81
2015 JTE – Unit Elections
100% 100% 100% 100% 100% 100% 100%97%
50%
60%
70%
80%
90%
100%
Timuquan O-Shot-Caw Aal-Pa-Tah Osceola Seminole Echockotee Tipisa Semialachee
ELECTION COMPLETION RATE
Most lodges do an excellent job completing requested Unit Elections.
Chart from 2014 JTE statistics presentation – Section S-4
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84
2015 JTE – Unit ElectionsHowever, many units do not request Unit Elections.
Chart from 2015 JTE statistics presentation – Southern Region
85%81% 81% 80%
76%73%
63%
55% 54% 54%50%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Section S-
6
Section S-
2S
Section S-
7B
Section S-
2N
Section S-
5
Section S-
7A
Section S-
8
Section S-
4
Section S-
1B
Section S-
9
Section S-
1A
ELECTION REQUEST RATE
86
Units and Requested Elections
Units in the Region
Unserved UnitsHow many units did not
request an election?
2,857Unserved Units
10,547
Units requesting
an OA election
7,690
Southern Region
In 2015, almost 3,000 Southern Region units did not request an election.
87
Election Rate =Total Number of Units
Units Requesting Election
Election Rate
More than 1/4 of our units do not request an Order of the Arrow election!
2,931 units did not have an OA election in 2015
SECTION
NUMBER of
UNITS
UNITS
REQUESTING
OA
ELECTIONS
ELECTION
REQUEST
RATE
Southern Region 9,972 7,041 71%
National 43,028 22,349 52%
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88
NUMBER of
UNITS
UNITS
REQUESTING
OA
ELECTIONS
ELECTION
REQUEST
RATE
National 40,523 24,790 61%
Nationwide Election Rate
40% of our units do not request an Order of the Arrow election!
15,733 units did not have an OA election in 2015
Nationwide,
89
NUMBER of
UNITS
UNITS
REQUESTING
OA
ELECTIONS
ELECTION
REQUEST
RATE
Southern Region 10,547 7,690 73%
National 40,523 24,790 61%
UNITS
REQUESTING
OA
ELECTIONS
UNIT
ELECTIONS
ELECTION
COMPLETION
RATE
Southern Region 7,690 7,570 98%
National 24,790 24,020 97%
2015 JTE – Unit Elections
Election
Completion rate
Election
Request rate
Measured in2014
Measured in2015, 2016
90
6) Ordeal CompletionInduct elected Ordeal candidates
Bronze : Induct 65% or 5% increase
Silver: Induct 78% or 5% increase over 65%
Gold: Induct 100% of elected Ordeal candidates
Category 2 of 62016 - Membership
300
75
150
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91
Did all Scouts elected to the OA attend an Ordeal?
Ordeal Completion – “Induction Rate”
New Ordeal
Members
Attended Ordeal
Elected Youth
Elected
Youth
No Shows
Is thissignificant?
92
Quiz
What percentage of elected Scouts in the Southern Region attended an Ordeal?
78 %
83 %
88 %
93 %
96 %
100 %
Southern Region
Data for the Southern Region from the 2015 JTE stat istics
93
YOUTH
CANDIDATES
ELECTED
YOUTH
CANDIDATES
INDUCTED
YOUTH
INDUCTION
RATE
YOUTH NO
SHOWS
Southern Region 13,780 10,721 78% 3,059
National 43,981 33,672 77% 10,309
“No Shows”
3,059 “No Shows”
Southern Region
How many “No Shows” in your lodge this year?
More than 20% of elected Scouts did not attend an Ordeal!
This is worse than last year! 2,684 “no shows” la st year.
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94
2015 “No Shows”
Data from 2015 JTE statistics presentation – Southern Region
2,503 2,437
1,9691,886
1,797
1,5581,401
1,1891,042
492379
1,8761,748
1,678
1,393 1,331 1,291 1,285
1,056
748
376327
0
500
1,000
1,500
2,000
2,500
3,000
Section
S-2N
Section
S-2S
Section
S-9
Section
S-4
Section
S-6
Section
S-7B
Section
S-5
Section
S-7A
Section
S-8
Section
S-1A
Section
S-1B
CANDIDATES ELECTED CANDIDATES INDUCTED
3,059 elected Scouts did not show up for an Ordeal last year in the Southern Region!
95
Ordeal Completion
6) Ordeal CompletionInduct elected Ordeal candidates
• What does your lodge do?
– To encourage Ordeal attendance
– To contact candidates before the Ordeal
– To follow up with candidates after election / call-out
• Measures number of “No Shows”• This is called “Induction Rate”
96
Alternate Benchmarks: Improvement Silver : Induct 78% or 5% increase over 65%
What does 5% increase over 65% mean?
62% � 67%Last year This year
Silver
69% � 75%Last year This year
60% � 65%Last year This year
Silver Silver
• And, your current percentage is at least 64%.
complete
It simply means:
• Current percentage is 5 percentage points larger than last year
72% � 76%Last year This year
54% � 64%Last year This year
Bronze Bronzenot at least 5% increase
not over 65%
• And …
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PROGRAM
2016 JTE Requirements
Category 3 of 6
900 points
98
7) Lodge Event ParticipationMembership participates at full lodge events
Bronze : Average attendance is at least 7%
Silver: Average attendance is at least 10%
Gold: Average attendance is at least 18%
Category 3 of 62016 JTE - Program
400
100
200
2015
Southern Region Event Participation: 11%
99
Lodge Event Participation
15%14%
14%13%
12%
11% 11%
10% 9%
8%7%
0%
2%
4%
6%
8%
10%
12%
14%
16%
Section
S-9
Section
S-5
Section
S-1B
Section
S-4
Section
S-7B
Section
S-7A
Section
S-6
Section
S-8
Section
S-1A
Section
S-2N
Section
S-2S
PARTICIPATION RATE
Data from 2015 JTE statistics presentation – Southern Region
Southern Region
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100
Lodge Event Participation
Which events count?
• Full lodge events
– Lodge event
– All lodge members invited
Don’t count conclave
Average event attendanceNumber of
lodge events
Sum of attendance
of all lodge events=
Lodge participationTotal lodge
membership
Average event
attendance=
101
Lodge Event Participation
Event participation has strong correlation to all other metrics
Lodges with strong event participation tend to perform well in all categories
Lodges should be encouraged to increase event participation as their primary course of improvement
102
8) Brotherhood CompletionConvert eligible Ordeal members to Brotherhood
Bronze : Convert at least 25% or 5% increase
Silver: Convert at least 32% or 3% increase over 25%
Gold: Convert at least 50% or 3% increase over 32%
Category 3 of 62016 JTE - Program
200
100
50
• No longer a required criterion!
2015
Southern Region Brotherhood Conversion Rate: 33%
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Brotherhood Completion Calculation
Brotherhood Conversion
2016 Ordeal members – 2016 Ordeal inductions + 2016 BH inductions
2016 BH inductions
=
How do we calculate Brotherhood Completion rate?
104
Brotherhood Completion
Beginning of year
2016
Ordeal
Members
Brotherhood
Vigil
Honor
Become inactive
Returning
Ordeal
Members
Eligible for Brotherhoodthis year
New Ordeal Members
2016
Not eligible for Brotherhood
Who is eligible for Brotherhood?
105
Some do not
Some earn Brotherhood
BH Completion
Remained
Ordeal
New
Brotherhood
members
New Ordeal
members
2016 total
Ordeal- +2016 new
Ordeal
2016 new
Brotherhood
2016 new
Brotherhood
Returning
Ordeal
members
Eligible for
Brotherhood
This is
Brotherhood
Completion
rate!
New Ordeal
members
2016 total
Ordeal
Remained
Ordeal
End of year
2016
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106
Brotherhood Completion
2016 BH inductions
Brotherhood Conversion =
Eligible that remained
Ordeal
Remained
Ordeal
Eligible that earned
Brotherhood
New
Brotherhood
members
+
2016 Ordeal members – 2016 Ordeal inductions + 2016 BH inductions
108
2016 JTE - Program Category 3 of 6
Bronze : Achieve 69% retention rate or 4% increase
Silver : Complete at least 6 service hours per member
Gold : Complete at least 15 service hours per member
Bronze : Complete at least 3.5 service hours per member
9) Service ProjectsComplete approved service projects
200
100
50
2015
Southern Region Service Hours per member: 9.3 hours per
member
109
Service Projects
Council service project
Include a written summary in the lodge
annual report
Community service project
Many types of service projects are possible!
Measured on a per-member basis
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110
Service Projects
• Exemplifies lodge’s commitment to support
Scouting in the local area
• Builds cooperative relationship with council
• Demonstrates positive image to unit leaders
who may not be OA members
• Inspires Scouts to become OA members
Troop Relations!
Purpose of Council Service Projects:
111
Service Projects
o A Guidebook
o For youth leaders
o By youth leaders
o Community Service Projects:
o Plan
o Mobilize
o Deliver
Lodge Community Service Guide(rev. 2004)
112
2016 JTE - Program
Bronze : Set and achieve lodge attendance goal
Silver: Exceed lodge goal by 10%
Gold: Exceed lodge goal by 20%
10) Section and National EventsAttend section and national events
Category 3 of 6
100
50
25
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113
Section and National Events
• Encourage lodges to set goals for
section and national events
• Attendance not required
• OA High Adventure attendance qualifies
• Goals will vary per year
• LEC should set challenging goals
UNIT SERVICE
2016 JTE Requirements
400 points
Category 4 of 6
New category!
115
2016 JTE – Unit Service
11) Unit VisitationConduct in-person unit visits to all units in council
Bronze : In-person visits with 31% of units
Silver: In-person visits with 60% of units
Gold: In-person visits with 100% of units
Category 4 of 6
New criterion!
200
100
50
• Unit meeting or event
• Conducted by Arrowmen from a different unit
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116
2016 JTE – Unit Service
12) Unit of Excellence AwardAssist units to earn the OA Unit of Excellence award
Category 4 of 6
Silver : Award earned by 25% of units
Gold : Award earned by 50% of units
Bronze : Award earned by 10% of units
New criterion!
200
100
50
117
OA Unit of Excellence Award
Recognize units that excel in incorporating the OA into their annual planning
1) Implement OA Team Rep Program
2) Encourage attendance at Lodge Events
3) Schedule OA Unit elections
4) Consider lodge calendar in unit planning
5) Encourage Brotherhood membership
COUNCIL SUPPORT
2016 JTE Requirements
Category 5 of 6
600 points
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119
2016 JTE - Council Support
13) Council Designated SupportComplete Scout Executive designated projects
Bronze : Complete 1 project
Silver: Complete 2 projects
Gold: Complete 3 projects
Category 5 of 6
400
100
200
120
Council Designated Support
• Recruit 12 lodge members to serve on Camp Staff
• Provide support for at least ten Cub Scout crossover
ceremonies
• At least one adult and two youth attend NLATS/NLS
• At least one lodge member attends OA High Adventure
• Lodge provides James E. West Fellowship award
• Provide manpower and resources for council Cub Scout
outdoor program
• Create and activate an OA Mentoring Program
Examples of council support projects:
Projects are designated by the Scout Executive
121
2016 JTE - Council Support
14) Council Program SupportOA staff support for council and district events
Category 5 of 6
Bronze : Achieve 69% retention rate or 4% increase
Silver : Support 3 council or district events
Gold : Support 5 council or district events
Bronze : Support 2 council or district events
100
50
25
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122
Council Program Support
• Summer Camp
• Cub Scout Day Camp
• Webelos Resident Camp
• Scout Fair
• Provide OA Staff for:
• Designate Chapters to staff particular events
• Demonstrate an American Indian Village
123
2016 JTE - Council Support
15) Council Camping SupportConduct camping promotions contacts to units
Bronze : Contact 29% of units or 3% increase
Silver: Contact 88% of units or 3% increase over 29%
Gold: Contact 100% of units or 3% increase over 88%
Category 5 of 6
200
100
50
124
Camping Support
• Conduct Camp Promotions along with Unit Elections
• Assist council with camp promotion webpage or publication
• Keep track of unit visits
Council Camping Support Tips:
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LEADERSHIP AND GOVERNANCE
2016 JTE Requirements
Category 6 of 6
300 points
126
Leadership and Governance Category 6 of 6
16) Leadership DevelopmentConduct LLD with qualified instructors & current material
Bronze : At least 60% of LEC is trained or 3% increase
Silver: At least 86% of LEC is trained or 3% increase over 60%
Gold: 100% of LEC is trained or 3% increase over 86% 200
100
50
127
Lodge and Chapter Leadership
What if we hold two LLDs?
• “Eligible members” for the LLD are
left up to the lodge’s discretion
• Do not count any extras
• Add the percentages
(cummulative)
Who is on the LEC?
What if more attend?
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128
Leadership and Governance
Bronze : Achieve 69% retention rate or 4% increase
Silver : Written report submitted to council executive board
Gold : Verbal report given by the Lodge Chief
Bronze : Written plan submitted
Category 6 of 6
17) Planning and ReportingWritten performance plan and annual report ofaccomplishments to the council executive board
100
50
25
• Gave a verbal report to the Council Executive Board
• Did not create any written plan
Our Lodge Chief:
How did we do?
129
Quiz• To earn
– Must meet both Bronze and Silver
Silver
• To earn
– Must meet both Bronze, Silver, and Gold
Gold
• Gave a verbal report to the Council Executive Board
• Did not create any written plan
Our Lodge Chief:
How did we do?
For all criteria
For all criteria
No points
JTE RESOURCES
What resources are available?
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131
o Insights into reported data
o National percentiles
o Sample of next year’s JTE
o Sent to lodge advisers
JTE Committee Insights Report
JTE ResourcesHow did my lodge do?
How did my lodge compare to other lodges?
o Colorful graphs and charts
o Compares lodges within a section
on all metrics
o Suitable for training presentations
o Sent to section advisers
JTE statistics presentation
132
Lodge Insights Report
Sample Lodge Insights Report – Wa-Hi-Nasa Lodge
133
JTE Statistics Presentations
Sample presentation for Section S-9
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134
JTE Statistics Presentations
Sample presentation for Section S-9
135
JTE Statistics Presentations
Sample presentation for Section S-9
136
How Can My Lodge Improve?
o National guidelines for JTE
o Requirements in depth
o Tips for success
o Resources for meeting each
requirement
o Frequently asked questions
Journey to Excellence Guide(rev. October, 2015)
How can my lodge do better this year?
New version completed in October, 2015!
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37
JTE PROCESS
138
Review
Previous
Year
Gather
Ideas to
Succeed
The JTE Process
JTE is a multi-step process
Set
SMART
Goals
Implement
Programs
Check
Your
Progress
Score and
Submit
Data
139
Planning for JTE
• Reviewing JTE performance ?
• Identifying areas of improvement ?
• Planning with JTE in mind ?
• Setting goals for each requirement?
Is my lodge
Is your lodge planning for JTE?
Would planning
help?
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WHAT CAN WE LEARN FROM JTE?
What is the benefit of JTE to my lodge?
141
Questions
• Why keep track of all these numbers?
• Is the recognition all that matters?
• We are a small lodge. Will we fail?
• My lodge did not grow. Should we give up?
• What if we did not perform well in a category?
142
Better Questions
• How can we measure about our lodge’s
performance?
• How can we use the JTE information?
• How do we compare?
• Where should we focus our attention?
• How can we improve?
• What strategies can we use?
Use JTE to improve your lodge!
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143
Better Questions
How are we doing?
Are we on track?
How can we improve?
Where did we have difficulties?
Where should we focus?
JTE can help answer these questions!
What did we learn?
JTE!Journey to Excel lence
144
Thanks!
Thanks for your participation!
2016 Journey to Excellence
Presentation created by: Larry A. Mobley , Southern Region OA Committee, [email protected]