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2/27/2016 1 JTE Journey To Excellence 2016 Order of the Arrow Lodge 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 slides Click

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Page 1: Journey To Excellenceoa.samhoustonbsa.org/Data/Sites/6/media/nlats/... · What is the Journey to Excellence program? 5 Journey to Excellence • Evaluate and recognize lodge performance

2/27/2016

1

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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2

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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7

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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10

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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13

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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6

2016 JTE REQUIREMENTS

The JTE requirements changed in 2015

21

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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23

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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26

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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29

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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10

2016 KEY JTE METRICS

There are eight “key JTE metrics”

33

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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35

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

37

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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38

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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41

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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56

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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64

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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103

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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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]