progress review and charter presentation meeting april 10, … · 2018. 4. 10. · progress review...
TRANSCRIPT
Laurel Highlands Council Boy Scouts of America
Progress Review and Charter Presentation Meeting April 10, 2018
AGENDA
I. Call to Order/Welcome Erich Smith A. Pledge of Allegiance B. Invocation C. Self-introductions
II. What We Plan to Accomplish Erich Smith A. Consider and Discuss Results of 2017 B. Communicate Opportunities to Build on
2017 Strengths and Address Deficiencies C. Progress Review Team Summary Comments and
Presentation of 2018 Charter
III. Progress Review A. Introduction of PowerPoint Presentation Jamie Shearer
(JTE Layout, Leading Indicators 2018 changes, etc.) B. Progress Review with Council Response Dr. G. Warren Smith
i. Finance Paul Pigman ii. Membership Alan Parks iii. Program Gordy Gebbens iv. Unit Service Don Scandrol v. Leadership and Governance Scott Cunningham
C. Points of Pride and Best Practices Erich Smith D. 2018 Challenges Erich Smith
IV. Questions and Answers All
V. Charter Presentation Dr. G. Warren Smith
VI. Closing Comments Erich Smith Sharon Moulds
2
Introduction
3
“Looking back on this year, our organization
has so much to celebrate. In all our programs, we’ve seen young people achieve incredible
things, from incredible community-serving Eagle projects, Scouts working with NASA to send an experiment to space, and a STEM Scout being named America’s Top Young
Scientist.”
~ Chief Scout Executive Mike Surbaugh
2017 Progress Review and
Charter Presentation
Laurel Highlands Council
Pittsburgh, PA
4
Journey to Excellence
2017 Gold Recognition
2016 Silver Recognition
2015 Silver Recognition
S
G
S
5
2017 Council Performance
ObjectiveBronze
Points
Silver
Points
Gold
Points
Finance Total Points: 600
Fiscal management 100 200 300
Fundraising 75 100 200
Endowment 25 50 100
Category total needed for JTE Gold: 200
Journey to Excellence – Finance
6
2017 Journey To Excellence Criterion #1
Operating Fund Unrestricted Net Assets(Retained Earnings)
YearOperating
Surplus (Def)
2013 $26,9332014 -$529,6902015 -$90,2312016 $136,1642017 $68,518
7
2017 Journey To Excellence Criterion #2
LeadingIndicator
Council-Generated Support(FOS, project sales, special events, foundations & trusts, other direct)
2017 Council
Comparison
Direct
Support
Philadelphia, PA $2,951,153Baltimore, MD $2,053,568Rochester, NY $933,083East Hartford, CT $1,259,754Providence, RI $1,453,969
8
Net Friends of Scouting Income
2017 Council
Comparison
Net
FOS
Philadelphia, PA $538,631Baltimore, MD $993,116Rochester, NY $339,838East Hartford, CT $189,817Providence, RI $468,153
9
Net Special Events Income
2017 Council
Comparison
Net Spec.
Events
Philadelphia, PA $1,088,661Baltimore, MD $778,959Rochester, NY $383,529East Hartford, CT $525,939Providence, RI $289,772
10
Foundations & Trusts Income
2017 Council
Comparison
Found. &
Trusts
Philadelphia, PA $1,138,975Baltimore, MD $79,884Rochester, NY $98,020East Hartford, CT $281,124Providence, RI $669,520
11
Net Product Sales Income
Year% of Operating
Income
2013 7.6%2014 9.8%2015 10.9%2016 10.8%2017 7.9%
12
Percent Operating Income from Investments(All investment income taken directly in the operating fund divided by total operating income)
13
2017 Journey To Excellence Criterion #3
New Permanent Endowment Gifts
2017 Council
Comparison
Endowment
Gifts
Philadelphia, PA $137,083Baltimore, MD $2,000Rochester, NY $249,355East Hartford, CT $12,812Providence, RI $36,191
14
Permanently Restricted
Unrestricted/Temporarily
Restricted
Endowment Fund Net Assets
2017 Council
Comparison
Permanent
Endowment
Philadelphia, PA $3,859,228Baltimore, MD $1,132,113Rochester, NY $9,408,641East Hartford, CT $3,924,414Providence, RI $10,576,503
15
(Operating cash & investments less accounts payable, notes payable, long term debt, & interfund loans)
Positive number indicates no net debt
Negative number indicates net debt
Net Debt Position – Total All Funds
16
(Cash & short term investments divided by accounts payable, accrued expenses & custodial accounts)
1.33 National Standard (Liquidity Ratio)
Operating Fund Liquidity Position
YearDays of Cash
on Hand
2013 582014 722015 1232016 1602017 155
17
2018 Council Performance Standards
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Finance Category Total Needed for Overall Gold: 200 Total Points: 600
Fiscal management: Maintain positive unrestricted net assets in the Operating Fund to support annual operating expenses.
Positive unrestricted operating net assets
or increase 2% (surplus plus/minus
transfers) over expenses
.08 ratio, or positive and increase 2%
(surplus plus/minus transfers) over
expenses
.25 ratio, or .08 and increase 2% (surplus plus/minus transfers)
over expenses
100 200 300
Fundraising: Increase council-generated net contributions in the Operating Fund over prior years.
Greater than or equal to prior three-year
average
3% growth over prior three-year average
10% growth over prior three-year
average75 100 200
Endowment: Add new permanently restricted gifts to the Endowment Fund, while increasing its ability to support operations.
New endowment gifts of at least 0.5% of
expensesor $10,000,
whichever is less
New endowment gifts of at least 1% of
expenses
New endowment gifts of at least 5% of
expenses; or achieve Silver, plus
endowment net assets equal three
times operating expenses.
25 50 100
Journey to Excellence – Finance
18
2017 Council Performance
Objective Bronze PointsSilver
Points
Gold
Points
Membership Total Points: 800
Market Share 100 200 300
Membership/Youth Growth 75 100 200
New Member Recruiting 50 100 150
Youth Retention 50 100 150
Category total needed for JTE Gold: 275
Journey to Excellence – Membership
19
Council Market Share
Area Market Share
7.6% 2017 National Average
2017 Journey To Excellence Criterion #4
Total Market Share (Includes Explorers)
2017 Council
Comparison
Total Market
Share
Philadelphia, PA 5.2%Baltimore, MD 8.4%Rochester, NY 12.2%East Hartford, CT 8.1%Providence, RI 7.1%
20
Council Market Share
Area Market Share
11.6% 2017 National Average
Cub Scout Market Share
2017 Council
Comparison
Cub Scout
Market Share
Philadelphia, PA 8.5%Baltimore, MD 13.0%Rochester, NY 18.2%East Hartford, CT 13.0%Providence, RI 11.8%
21
Council Market Share
Area Market Share
12.8% 2017 National Average
Boy Scout Market Share
2017 Council
Comparison
Boy Scout
Market Share
Philadelphia, PA 8.7%Baltimore, MD 14.5%Rochester, NY 17.3%East Hartford, CT 14.1%Providence, RI 12.0%
22
Council Market Share
Area Market Share
0.7% 2017 National Average
Venturing Market Share
2017 Council
Comparison
Venturing
Market Share
Philadelphia, PA 0.2%Baltimore, MD 0.8%Rochester, NY 1.1%East Hartford, CT 0.4%Providence, RI 0.2%
23
Council Market Share
Area Market Share
0.9% 2017 National Average
Exploring Market Share
2017 Council
Comparison
Exploring
Market Share
Philadelphia, PA 0.5%Baltimore, MD 0.7%Rochester, NY 3.9%East Hartford, CT 1.3%Providence, RI 0.7%
24
Membership/Youth Growth
Council Growth
Area Average
-2.5% 2017 National Average
2017 Journey To Excellence Criterion #5
2017 Council
ComparisonYouth Growth
Philadelphia, PA 1.0%Baltimore, MD 0.1%Rochester, NY 0.1%East Hartford, CT -9.9%Providence, RI 3.8%
25
Tiger Membership
26
Wolf & Bear Membership
27
Webelos Membership
28
Boy Scout Membership
29
Venturing Membership
30
Exploring Membership
31
New Member Recruiting2017 Journey To Excellence Criterion #6
2017 Council
Comparison
New Youth
Recruiting
Philadelphia, PA 3,441Baltimore, MD 5,224Rochester, NY 3,029East Hartford, CT 2,682Providence, RI 3,284
32
New Cub Scouts Recruited(Full Year)
2017 Council
Comparison
New Cub
Scouts
Philadelphia, PA 2,655Baltimore, MD 3,862Rochester, NY 1,933East Hartford, CT 2,085Providence, RI 2,400
33
New Boy Scouts Recruited(Full Year)
2017 Council
Comparison
New Boy
Scouts
Philadelphia, PA 534Baltimore, MD 641Rochester, NY 322East Hartford, CT 376Providence, RI 532
34
New Venturers Recruited(Full Year)
2017 Council
Comparison
New
Venturers
Philadelphia, PA 95Baltimore, MD 392Rochester, NY 168East Hartford, CT 139Providence, RI 76
35
Youth Retention
Council Retention Rate
Area Average
76.4% 2017 National Average
2017 Journey To Excellence Criterion #7
2017 Council
Comparison
Youth
Retention
Philadelphia, PA 80.4%Baltimore, MD 80.6%Rochester, NY 81.7%East Hartford, CT 77.2%Providence, RI 78.9%
36
Council Retention Rate
Area Average
70.2% 2017 National Average
Cub Scout Retention
2017 Council
Comparison
Cub Scout
Retention
Philadelphia, PA 77.1%Baltimore, MD 76.7%Rochester, NY 78.8%East Hartford, CT 73.8%Providence, RI 75.0%
37
Council Retention Rate
Area Average
84.9% 2017 National Average
Boy Scout Retention
2017 Council
Comparison
Boy Scout
Retention
Philadelphia, PA 86.3%Baltimore, MD 86.3%Rochester, NY 86.5%East Hartford, CT 83.2%Providence, RI 85.1%
38
Council Retention Rate
Area Average
87.7% 2017 National Average
Venturing Retention
Council
Comparison
Venturing
Retention
Philadelphia, PA 75.1%Baltimore, MD 87.2%Rochester, NY 83.4%East Hartford, CT 62.6%Providence, RI 77.7%
39
32.6 2017 National Average
(Members per Unit)
Average Size Pack
40
0.2 2017 National Team Average
(Members per Unit)
24.3 2017 National Troop Average
(Members per Unit)
Average Size Troop/Team
41
21.7 2017 National Post Average
(Members per Unit)
6.7 2017 National Crew/Ship
Average (Members per Unit)
Average Size Crew/Ship and Post
42
Total Traditional Units & Exploring Posts(Packs, Troops, Teams, Crews, Ships and Posts)
2017 Council
Comparison
Traditional
Units
Philadelphia, PA 451Baltimore, MD 595Rochester, NY 348East Hartford, CT 461Providence, RI 351
43
2018 Council Performance Standards
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Membership Category Total Needed for Overall Gold: 300 Total Points: 800
Community Impact: Increase market share including members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot programs) and Learning for Life Participants.
6% density or 1% growth in density
(i.e. 5.00% to 5.05%)
9% density, or 6% and 1% growth in density
15% density,or 9% and 1%
growth in density75 100 200
Membership/youth growth:
Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers and pilot programs).
Achieve growth in Cub Scout
membership.
Achieve growth in Cub Scouting and growth in
overall membership.
Achieve growth in Cub Scouting and 2% growth in overall membership.
75 100 200
New member recruiting:
Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot programs).
New Cub Scouts joining represent at
least 4% of TAYor increase in
recruiting new Cub Scouts by 1%
Achieve bronze, plus have an increase in new Boy Scouts or an increase in
new young adults (Venturers/Sea
Scouts/Explorers)
Achieve bronze, plus have an increase in new
Boy Scouts and an increase in new young adults (Venturers/Sea
Scouts/Explorers)
75 100 200
Youth retention: Improve retention rate of Cub Scouts, Boy Scouts, Venturers, and Sea Scouts.
67% retention or2 percentage points
increase(i.e. 58%-60%)
75% retention,or 67% and
2 percentage points increase
80% retention,or 75% and 2 percentage
points increase75 100 200
Journey to Excellence – Membership
44
2017 Council Performance
ObjectiveBronze
Points
Silver
Points
Gold
Points
Program Total Points: 500
Cub Scout advancement 25 50 100
Boy Scout advancement 25 50 100
Cub Scout camping 25 50 100
Boy Scout camping 25 50 100
Community service 25 50 100
Category total needed for JTE Gold: 125
Journey to Excellence – Program
45
Council Advancement Rate
Area Average
57.9 2017 National Average
2017 Journey To Excellence Criterion #8
LeadingIndicator
Cub Scout Advancement Rate(Per 100 Youth)
46
Council Advancement Rate
Area Average
42.5 2017 National Average
2017 Journey To Excellence Criterion #9
LeadingIndicator
Boy Scout Advancement Rate(Per 100 Youth)
47
Total Attending Day Camp,
Resident Camp, or Family Camp
(Council Youth in or out-of Council)
2017 Journey To Excellence Criterion #10
LeadingIndicator
Cub Scout Camp Attendance
48
2017 Journey To Excellence Criterion #11
Total Attending Long term Camp
Total Council Scouts Attending
its Own Camp
LeadingIndicator
Boy Scout Long Term Camp Attendance
49
Net Camping Surplus (Deficit)
Operating Surplus (Deficit)
Net Operating/Camping Surplus (Deficit)(Using Council’s Accounting for Direct Income & Expenses)
50
Community Service Hours per Member2017 Journey To Excellence Criterion #12
YearTotal Service
Hours
2013 128,5342014 107,0312015 102,6372016 102,8742017 100,841
51
2018 Council Performance Standards
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Program Category Total Needed for Overall Gold: 125 Total Points: 500
Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.
48% or 2 percentage points increase(i.e. 35%-37%)
60%, or 48% and2 percentage points
increase
72%, or 60% and2 percentage points
increase25 50 100
Boy Scout advancement: Increase the percentage of Boy Scouts and earning rank advancements.
44% or 2 percentage points increase(i.e. 35%-37%)
50%, or 44% and2 percentage points
increase
55%, or 50% and2 percentage points
increase25 50 100
Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.
40% or 2 percentage points increase(i.e. 28%-30%)
60%, or 40% and2 percentage points
increase
90%, or 60% and2 percentage points
increase25 50 100
Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.
57% or 2 percentage points increase(i.e. 38%-40%)
67%, or 57% and 2 percentage points
increase
80%, or 67% and2 percentage points
increase25 50 100
Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.
Average 4 hours per youth member or
.2 hour growth(i.e. 2.8 to 3.0)
Average 5 hours per youth member,or 4 hours and.2 hour growth
Average 8 hours per youth member,or 5 hours and.2 hour growth
25 50 100
Journey to Excellence – Program
52
2017 Council Performance
ObjectiveBronze
Points
Silver
Points
Gold
Points
Unit Service Total Points: 600
Youth-serving executives 100 200 300
Unit retention/growth 75 100 200
Unit contacts 25 50 100
Category total needed for JTE Gold: 200
Journey to Excellence – Unit Service
53
2017 Journey To Excellence Criterion #13
LeadingIndicator
Total Available Youthper Youth-Serving Executive
YearTypical Count
YSE
2013 252014 232015 152016 152017 16
11,468
Gold Level
8,000 or Less
Bronze Level
14,001 to 22,000
Silver Level
8,001 to 14,000
54
Council Ratio
93.2% 2017 National Average
2017 Journey To Excellence Criterion #14
Unit Retention/Growth
55
2016 Journey To Excellence Criterion #15
Unit Contacts(As Recorded in Commissioner Tools)
YearTotal Units with
1 or More Visits
Grand Total
Visits Recorded
2015 66 1,2082016 71 1,2452017 129 2,215
56
2018 Council Performance Standards
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Unit Service Category Total Needed for Overall Gold: 200 Total Points: 600
Youth-serving executives: Maintain or improve ratio of youth-serving executives to total available youth.
1 YSE per 22,000 TAY or increase by 1 YSE over prior year
mode
1 YSE per 14,000 TAY 1 YSE per 8,000 TAY 100 200 300
Unit Retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.
Retain 90% of packs
and troops, or
maintain retention rate of packs and
troops and have an
increase in new units.
Retain 90% of packs
and troops and have
an increase in new units.
Retain 90% of
packs, troops,
crews, ships, clubs, and posts and have
an increase in new
units.
75 100 200
Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of unit contacts to packs, troops, crews, ships, clubs, and posts.
10% of units have 6 total assessments,
including one detailed assessment
recorded in Commissioner Tools.
25% of units have 6 total assessments,
including one detailed assessment
recorded in Commissioner Tools.
45% of units have 6 total assessments,
including one detailed assessment
recorded in Commissioner Tools.
25 50 100
Journey to Excellence – Unit Service
57
2017 Council Performance
ObjectiveBronze
Points
Silver
Points
Gold
Points
Leadership and Governance Total Points: 500
Council Leadership 100 200 300
District Leadership 25 50 100
Unit Leadership 25 50 100
Category total needed for JTE Gold: 150
Journey to Excellence – Leadership & Governance
5858
2017 Journey To Excellence Criterion #16
Council Leadership
2017
Current Strategic Plan and selection of five targeted criteria accepted by the area.
Achieve bronze and improve in three of the five targeted criteria.
Achieve bronze and improve in four of the five targeted criteria.
Council Leadership Measures
59
Council Average
Regional Average
22.6 2017 National Average
2017 Journey To Excellence Criterion #17
LeadingIndicator
Average District Committee Size
60
Council Percentage
Area Average
44.3% 2017 National Average
2017 Journey To Excellence Criterion #18
LeadingIndicator
Contact Leaders Trained(BSA Records for TL, DL, WL, CM, SM, 10, VC, NL, SK)
61
Youth Protection Training (All Positions)
62
9.2 2017 National Average
(Volunteers per Unit)
Unit Level Volunteers(Packs, Troops, Teams, Crews, Ships)
63
2018 Council Performance Standards
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Leadership and Governance Category Total Needed for Overall Gold: 150 Total Points: 500
Council leadership: Have an active strategic plan with an engaged executive board.
Council has a current strategic plan that drives
its annual priorities and budget. Board selects five JTE criteria to target for
improvement in support of its strategic goals.
Achieve Bronze requirements, plus
show improvement in three of the five
targeted JTE criteria.
Achieve Bronze requirements, plus
show improvement in four of the five
targeted JTE criteria.
100 200 300
District leadership: Increase the number of volunteers serving on district committees.
Average of 14 per district or increase average by two persons per district
Average of 21, or average of 14 and
increase average by two persons per
district
Average of 32 or average of 21 and
increase average by two persons per
district
25 50 100
Unit leadership: Increase the number of direct contact leaders who are trained.
50% or 2 percentage points increase (i.e. 32%-
34%)
60%, or 50% and 2 percentage points
increase
70%, or 60% and 2 percentage points
increase25 50 100
Journey to Excellence – Leadership & Governance
64
Five JTE Criteria Targeted for Improvement
1 Fundraising
2 Youth Growth
3 Cub Scout Camping
4 Boy Scout Camping
5 District Leadership
65
THANK YOU!
66
JTE Metrics & Slide Data Source/Explanation
JTE Metrics are Updated Annually
➢ Past performance is considered
➢ Metrics are analyzed with correlations to growth
➢ Volunteer and professional representatives from each region review metrics and make recommendations
➢ Final standards for councils, districts, and units are approved in July
Slides:
#6 Retained earnings. The net value of the council operation which represents assets less liabilities, excluding any restricted funds.
#8 Includes gross FOS less uncollectible.
#9 Includes gross special events income less direct benefits to donors.
#11 Includes gross sales less cost of goods sold and commissions.
#12 Includes all investment income taken directly in the operating fund divided by total operating income.
#13 Endowment gifts are the total of current permanently restricted contributions recorded in the Endowment Fund during 2017 calendar year, divided by total expenses (Operating Fund) as of 12/31/17 and measured on 1/31/18.
67
JTE Metrics & Slide Data Source/Explanation
#14 Permanently restricted endowment is corpus of original gifts that can't be expended.
#15 Cash and short-term investments in the operating fund less accounts
payable, notes payable, long term debt, and Inter-fund loans representing all
funds. Does not include custodial funds.
#53 Total youth market divided by youth-serving executives. Includes Learning
for Life executives.
#60 Leaders of 11-year old Scouts- LDS (10)
Laurel Highlands Council #527 - Pittsburgh, PA
Boy Scouts of America
Final 2016 Journey to Excellence Performance
SNortheast Region Area 4
Fiscal Management:Fundraising:Endowment:
Market Share:Youth Growth:Retention:
Cub Scout Advancement:Boy Scout Advancement:Cub Scout Camping:Boy Scout Camping:Community Service:
Youth-Serving Executives:
Unit Contacts:
Council Leadership:District Leadership:Unit Leadership:
Operating unrestricted net assetsCouncil-generated contributionsNew permanent endowment gifts
Percent of available youth servedTraditional members and ExplorersTraditional members only
Number of boys advancing a rankNumber of boys advancing a rank
Long-term, high adventure, and moreService hours per member
TAY per youth-serving executive
Board leadership performanceDistrict committee membersDirect contact leaders trained
Day camp, family camp, resident camp
Voice of the Scout: Net Promoter Score
0.09 3.37% 300
DeterminedAchievement
PerformanceGrowth
PointsScore
Units visited 6 or more times
-12.19% 06.02% 100
8.93% -12.31% 100-15.75% 070.07% -1.42% 75
53.54% -5.35% 2552.79% 7.61% 10041.98% 0.08% 2566.75% 3.87% 1006.36 1.01 100
12,406 0 20090.15% 0.88% 5012.57% 1.55% 2544.19 25
2 20017.47 0.59 2565.70% 13.20% 100
Journey to Excellence Points Comparing to Same Month
0
250
500
750
1,000
1,250
1,500
1,750
2,000
Council Pts 1050 1100 1125 1575 1425 1675 1500 1350 1550 1875
Area Avg 992 1148 1202 1490 1425 1660 1652 1555 1888 1928
National Avg 896 1044 1117 1287 1310 1331 1506 1550 1593 1483
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
G
G
B
B
B
G
B
G
G
S
S
B
B
S
B
G
1,550 S
Finance (200 Points Minimum for Gold)
Membership (275 Points Minimum for Gold)
Program (125 Points Minimum for Gold)
Unit Service (175 Points Minimum for Gold)
Leadership & Governance (150 Pts Minimum for Gold)
Total Score (Bronze: 1000 Silver: 1350 Gold: 1650)
Traditional units onlyUnit Retention
Printed on 2/6/2018
Laurel Highlands Council #527 - Pittsburgh, PA
Boy Scouts of America
Final 2017 Journey to Excellence Performance
GNortheast Region Area 4
Fiscal Management:
Fundraising:
Endowment:
Market Share:
Youth Growth:
New Youth Recruiting:
Cub Scout Advancement:
Boy Scout Advancement:
Cub Scout Camping:
Boy Scout Camping:
Community Service:
Youth-Serving Executives:
Unit Contacts:
Council Leadership:
District Leadership:
Unit Leadership:
Operating unrestricted net assets
Council-generated contributions
New permanent endowment gifts
Percent of available youth served
Traditional members and Explorers
New Cubs/TAY and gain in new youth
Number of boys advancing a rank
Number of boys advancing a rank
Long-term, high adventure, and more
Service hours per member
TAY per youth-serving executive
Board leadership performance
District committee members
Direct contact leaders trained
Day camp, family camp, resident camp
0.08 1.01% 200
DeterminedAchievement
PerformanceGrowth
PointsScore
Units contacted 6 or more times
0.89% 75
3.84% 50
9.13% 2.22% 300
0.53% 75
5.58% 2.46% 50
62.84% 9.30% 100
50.66% -2.13% 50
37.59% -4.38% 25
65.67% -1.08% 25
6.20 -0.15 50
11,468 +1 200
94.43% -7 100
22.79% 10.22% 50
3 300
17.76 0.29 25
66.37% 0.67% 50
Journey to Excellence Points Comparing to Same Month
0
250
500
750
1,000
1,250
1,500
1,750
2,000
Council Pts 1050 1100 1125 1575 1425 1675 1500 1350 1550 1875
Area Avg 992 1148 1202 1490 1425 1660 1652 1555 1888 1928
National Avg 896 1044 1117 1287 1310 1331 1506 1550 1593 1483
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
S
B
S
G
B
B
G
S
B
B
S
S
S
S
G
B
S
1,875 G
Finance (200 Points Minimum for Gold)
Membership (275 Points Minimum for Gold)
Program (125 Points Minimum for Gold)
Unit Service (175 Points Minimum for Gold)
Leadership & Governance (150 Pts Minimum for Gold)
Total Score (Bronze: 1000 Silver: 1350 Gold: 1650)
% Retained and gain in new unitsUnit Retention/Growth
Retention: Traditional members only 79.24% 9.17% 150 G
Printed on 3/20/2018
Laurel Highlands Council #527
62- Unit Level Volunteers
2013 2014 2015 2016 2017Total 8,152 7,554 6,874 5,651 5,425Unit Avg 11.6 11.7 11.5 10.0 9.8
8,1527,554
6,874
5,651 5,425
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Finance 600
#1Fundraising performance: Achieve district Exploring goals as defined by the council.
Meet/exceed goal established for bronze.
$__________
Meet or exceed goal established for silver.
$__________
Meet or exceed goal established for gold.
$__________150 200 400
#2Fundraising manpower: Achieve district goals as defined by the council.
Meet or exceed goal established for bronze.
Total of ______
Meet or exceed goal established for silver.
Total of ______
Meet or exceed goal established for gold.
Total of _____75 100 200
Participation 900
#3 Market share: Increase market share.0.25% density or 2%
growth(i.e. .200% to .204%)
0.60% density or 5% growth
1.75% density or 8% growth 100 200 300
#4Youth participation growth: Increase number of Explorers. Greater than last year 3% over prior year 5% over prior year 75 100 200
#5 Post/Club growth: Increase over prior year. 3% 5% 10% 75 100 200
#6Student interest data: Collect data on specific student career interests.
Collect data on 15 times year-end participation goal
Collect data on 20 times year-end participation goal
Collect data on 23 times year-end participation goal 75 100 200
Program 500
#7Post/Club programs: Posts and clubs Include interactive activities in meetings and programs.
40% of meetings include interactive activities
70% of meetings include interactive activities
85% of meetings include interactive activities 25 50 100
#8 Super activity: Posts conduct super activities. 30% of posts participate in a super activity
50% of posts participate in a super activity
60% of posts participate in a super activity 25 50 100
#9Community service: Increase community service provided by Explorers.
Average 3 hours per Explorer or 0.25 hour
increase
Average 4 hours per Explorer, or 3 hours and
0.25 hour increase
Average 6 hours per Explorer, or 4 hours and
0.25 hour increase25 50 100
#10Youth leadership: Have trained youth leadership.
40% of posts and clubs have youth officers
60% of posts and clubs have youth officers
80% of posts and clubs have youth officers 25 50 100
#11
Open house recruiting: Posts and clubs conduct a recruitment event annually during September - November.
65% of all posts and clubs based on 12/31 registration
75% of all posts and clubs based on 12/31 registration
85% of all posts and clubs based on 12/31 registration 25 50 100
Service Team 600
#12
Service team members: Increase the number of registered Service Team Members over prior year.
Ratio of 1:8, or 5% increase in number of
registered Team Members
1:6, or 1:8 ratio and 5% increase in total number of registered Team Members
1:4, or 1:6 ratio and 5% increase in total number of registered Team Members
100 200 300
#13
Post/Club performance: Improve the performance ratings using National Exploring Journey to Excellence Award metrics.
40% of the posts and clubs in the district achieve the Bronze award or above
60% of the posts and clubs in the district achieve the Bronze award or above
70% of the posts and clubs in the district achieve the Bronze award or above
100 200 300
Leadership & Governance 400
#14
District leadership: Increase number of registered volunteers on Exploring district committee.
At least 6 members or increase of one person
At least 12, or at least 6 and increase of two people
At least 19, or at least 12 and increase of three
people75 100 200
#15Trained Adults: Have registered and trained adult leaders.
30% completed Adult Explorer Leader training
55% completed Adult Explorer Leader training
75% completed Adult Explorer Leader training 75 100 200
Category Total Needed for Overall Gold: 150 Max Points:
Category Total Needed for Overall Gold: 200
Scoring: Gold- Total of 1,650 total points plus minimums in every category, Silver- Total of 1,350 points, Bronze- Total of 1,000 points
2018 District Planning, Performance, and Recognition
Category Total Needed for Overall Gold: 225 Max Points:
Category Total Needed for Overall Gold: 125 Max Points:
Category Total Needed for Overall Gold: 325 Max Points:
Exploring's Journey to Excellence
Max Points:
1 Achieve district fundraising goals in the name of Exploring as defined by the council.
2 Achieve district goals related to volunteers involved in fundraising as defined by the council.
3Total registered Explorers on 12/31/18 divided by total available youth. Total available youth (TAY) is defined as boys and girls, ages 14-17. TAY totals available from the National Exploring office.
4 Difference between 12/31/17 total number of Explorers and 12/31/18 total Explorers, divided by 12/31/17.
5 Total posts and clubs year-end 2018 less year-end 2017, divided by year-end 2017.
6
Collect student career interest data for 5th - 12th grade students. Data can be collected from either Learning for Life student career interest survey OR a school's own method. Data is defined as student name, grade and at least one career interest. Student phone numbers and addresses are not necessary, but very beneficial.
7 Post and club meetings consist of interactive activities that engage Explorers beyond lectures, reading handouts or watching slide shows.
8 A super activity is a major trip, activity or project requiring advanced planning and promotion by Explorers.
9Total service hours by club and post participants recorded on the Service Hours website on 12/31/18, divided by registered Explorers on 12/31/18.
10Youth officers - post/club president, vice president, secretary, and treasurer (or career field equivalent) - are active and trained. Training is defined as completion of a Youth Officers' Seminar.
11 The posts and clubs annually conduct an open houses or similar recruiting events.
12Increase the number of registered Service Team Volunteers over prior year, or maintain an appropriate ratio of service team members to number of registered posts/clubs.
13 Total number of posts and clubs rated as bronze, silver, or gold on 12/31/18, divided by the total number of posts and clubs.
14Increase the number of registered volunteers serving on the Exploring district committee who meet at least quarterly to address student career interest data collection, Exploring events, awards and recognitions and fundraising efforts.
15Percentage of all registered post and club leaders have completed Adult Explorer Leader Training. This is a proven indicator of post success and longevity.
Revised 7/11/17
Scoring the district's performance: To determine the district's performance level, the council will use the above information to measure the points earned for each of the 15 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Councils may offer up to 100 bonus points to their districts for strategic initiatives. These will be added to the total score, but will not be included in any category.
Leadership & Governance Measures
Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in thecorporate performance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvementduring the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guideyour performance improvement goal-planning. The district may qualify by meeting either determined or performance improvement standards.
2018 District Planning, Performance, and Recognition
Exploring's Journey to Excellence
Program Measures
Service Team Measures
Finance Measures
Participation Measures
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Finance 600
#1
Fiscal management: Maintain positive unrestricted net assets in the Operating Fund to support annual operating expenses.
Positive unrestricted operating net assets or increase 2%
(surplus plus or minus transfers) over expenses
.08 ratio, or positive and increase 2% (surplus plus or
minus transfers) over expenses
.25 ratio, or .08 and increase 2% (surplus plus or minus transfers)
over expenses100 200 300
#2
Fundraising: Increase council-generated net contributions in the Operating Fund over prior years.
Greater than or equal to prior three year average
3% growth over prior three year average
10% growth over prior three year average 75 100 200
#3
Endowment: Add new permanently restricted gifts to the Endowment Fund, while increasing its ability to support operations.
New endowment gifts of at least 0.5% of expenses or $10,000,
whichever is less
New endowment gifts of at least 1% of expenses
New endowment gifts of at least 5% of expenses; or achieve Silver, plus endowment net
assets equal three times operating expenses
25 50 100
Membership 800
#4
Community impact: Increase market share, including members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot programs) and Learning for Life participants.
6% density or 1% growth in density (i.e. 5.00% to 5.05%)
9% density, or 6% and 1% growth in density
15% density, or 9% and 1% growth in density 75 100 200
#5
Membership/youth growth: Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.)
Achieve growth in Cub Scout membership.
Achieve growth in Cub Scouting and growth in overall
membership.
Achieve growth in Cub Scouting and 2% growth in overall
membership.75 100 200
#6
New member recruiting: Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.)
New Cub Scouts joining represent at least 4% of TAY or increase in recruiting new Cub
Scouts by 1%
Achieve bronze, plus have an increase in new Boy Scouts or
an increase in new young adults (Venturers/Sea
Scouts/Explorers)
Achieve bronze, plus have an increase in new Boy Scouts and an increase in new young adults
(Venturers/Sea Scouts/Explorers)
75 100 200
#7Youth retention: Improve retention rate of Cub Scouts, Boy Scouts, Venturers, and Sea Scouts.
67% retention or 2 percentage points increase (i.e. 58%-60%)
75% retention, or 67% and 2 percentage points increase
80% retention, or 75% and 2 percentage points increase 75 100 200
Program 500
#8
Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.
48% or 2 percentage points increase (i.e. 35%-37%)
60%, or 48% and 2 percentage points increase
72%, or 60% and 2 percentage points increase 25 50 100
#9
Boy Scout advancement: Increase the percentage of Boy Scouts earning rank advancements.
44% or 2 percentage points increase (i.e. 35%-37%)
50%, or 44% and 2 percentage points increase
55%, or 50% and 2 percentage points increase 25 50 100
#10
Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.
40% or 2 percentage points increase (i.e. 28%-30%)
60%, or 40% and 2 percentage points increase
90%, or 60% and 2 percentage points increase 25 50 100
#11
Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.
57% or 2 percentage points increase (i.e. 38%-40%)
67%, or 57% and 2 percentage points increase
80%, or 67% and 2 percentage points increase 25 50 100
#12
Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.
Average 4 hours per youth member or .2 hour growth (i.e.
2.8 to 3.0)
Average 5 hours per youth member, or 4 hours and .2 hour
growth
Average 8 hours per youth member, or 5 hours and .2 hour
growth25 50 100
Unit Service 600
#13
Youth-serving executives: Maintain or improve ratio of youth-serving executives to total available youth.
1 YSE per 22,000 TAY or increase of 1 YSE over prior
year mode1 YSE per 14,000 TAY 1 YSE per 8,000 TAY 100 200 300
#14
Unit retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.
Retain 90% of packs and troops, or maintain retention rate of
packs and troops and have an increase in new units.
Retain 90% of packs and troops and have an increase in new
units.
Retain 90% of packs, troops, crews, ships, clubs, and posts and have an increase in new
units.
75 100 200
#15
Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of unit contacts to packs, troops, crews, ships, clubs, and posts.
10% of units have 6 total assessments, including one
detailed assessment recordedin Commissioner Tools.
25% of units have 6 total assessments, including one
detailed assessment recordedin Commissioner Tools.
45% of units have 6 total assessments, including one
detailed assessment recordedin Commissioner Tools.
25 50 100
Leadership and Governance 500
#16Council leadership: Have an active strategic plan with an engaged executive board.
Council has a current strategic plan that drives its annual
priorities and budget. Board selects five JTE criteria to target for improvement in support of its
strategic goals.
Achieve bronze requirements, plus show improvement in three of the five targeted JTE criteria.
Achieve bronze requirements, plus show improvement in four of
the five targeted JTE criteria.100 200 300
#17District leadership: Increase the number of volunteers serving on district committees.
Average of 14 per district or increase average by two
persons per district
Average of 21, or average of 14 and increase average by two
persons per district
Average of 32, or average of 21 and increase average by two
persons per district25 50 100
#18Unit leadership: Increase the number of direct contact leaders who are trained.
50% or 2 percentage points increase (i.e. 32%-34%)
60%, or 50% and 2 percentage points increase
70%, or 60% and 2 percentage points increase 25 50 100
Category Total Needed for Overall Gold: 150 Total Possible:
Category Total Needed for Overall Gold: 200 Total Possible:
Category Total Needed for Overall Gold: 200 Total Possible:
Category Total Needed for Overall Gold: 300 Total Possible:
Scoring: Gold- Total of 1,650 total points plus minimums in every category, Silver- Total of 1,350 points, Bronze- Total of 1,000 points
Scouting's Journey to Excellence
2018 Council Planning, Performance, and Recognition
Item
Category Total Needed for Overall Gold: 125 Total Possible:
1
Unrestricted net assets (Operating Fund) as of 12/31/18, divided by total expenses (Operating Fund) as of 12/31/18, and measured on 1/31/19. Performance improvement standard is measured by taking the operating surplus, adding transfers into the operating fund, while subtracting transfers out, and dividing the net result by total operating expenses. The council must complete a December transmittal for JTE by 1/31/19 in order for the finance results to be counted.
2Total of current and reclassified contributions in the Operating Fund, including FOS, project sales, net special events, foundations and trusts, and other direct support accounts (except legacies and bequests) as of 12/31/18 (A), and measured on 1/31/19, minus the average of same contributions accounts for the years of 2015-2017 (B), divided by the same prior three years' average (B). (A-B)/B
3Endowment gifts are the total of current permanently restricted contributions recorded in the Endowment Fund during 2018 calendar year, divided by total expenses (Operating Fund) as of 12/31/18, and measured on 1/31/19. Endowment net assets include total of unrestricted, temporarily restricted, and permanently restricted as of 12/31/18, and measured on 1/31/19.
4 Total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, pilot program members, and Learning for Life participants on 12/31/18, divided by total available youth (TAY).
5 Bronze: Difference between 12/31/18 total Cub Scouts and 12/31/17 total Cub Scouts, divided by 12/31/17 total Cub Scouts. Silver/Gold: Same calculation including total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.
6
Bronze: Number of new Cub Scouts registered during 2018 divided by total available youth of Cub Scout age OR increase in number of new Cub Scouts registered in 2018 as compared to 2017. Silver/Gold : Increase in number of new Boy Scouts registered in 2018 as compared to 2017. Increase in number of new Venturers, Sea Scouts, and Explorers registered in 2018 as compared to 2017. New members in approved membership pilots will be included in the appropriate age groups.
7 Percent of Lone Cub Scouts, Cub Scouts, Lone Boy Scouts, Boy Scouts, Venturers, and Sea Scouts remaining registered after one year (12/31/17 to 12/31/18), including all transfers. Youth who turn 18 within the year are not included in the calculations.
8 Total number of Cub Scouts advancing at least one rank (Bobcat - Arrow of Light) during 2018, divided by total Cub Scouts on 12/31/18.
9 Total number of Boy Scouts advancing at least one rank (Scout - Eagle) during 2018, divided by total Boy Scouts on 12/31/18.
10 Council Cub Scouts attending any in-council/out-of-council day camp (including STEM), twilight camp, resident camp, or family camp during the period of 9/1/16 through 8/31/17, divided by Cub Scout membership on 6/30/17.
11 Council Boy Scouts attending any in-council/out-of-council long-term summer camp, high-adventure experience, jamboree, specialty camp (such as STEM), or serving on camp staff during the period of 9/1/17 through 8/31/18, divided by Boy Scout membership on 6/30/18.
12 Total service hours by Scouts, leaders, and other participants recorded on Service Hours website or through Scoutbook on 12/31/18, divided by registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers) on 12/31/18.
13 Total available youth population divided by the typical count (monthly modal average) of youth-serving executives (LFL-certified executives plus unit-serving executives) employed during 2018. Part-time executives and others in approved positions are included.
14Bronze/Silver: Percent of packs and troops remaining registered after one year (12/31/17 to 12/31/18). Gold: Percent of units (packs, troops, crews, ships, clubs, and posts) remaining registered after one year. Performance improvement standard is measured by taking the number of new units (packs, troops, crews, ships, clubs, or posts) organized during 2018 and subtracting the number of new units organized during 2017.
15Number of unique units receiving six or more assessments, as recorded in Commissioner Tools during 2018, divided by total number of packs, troops, crews, ships, clubs, and posts on 12/31/18. Every unit is required to have a detailed health assessment annually, and it must be recorded in Commissioner Tools in order to be counted.
16
It is recommended that the council engages with the BSA Strategy Team to develop or update its strategic plan and uses the tools available. Bronze: Council has sent to the Strategic Performance Department its current strategic plan that expires on or after 12/31/18. The executive board uses its council strategic plan to drive its annual priorities and budget, selecting 5 JTE criteria to improve—in support of its strategic plan. The
selection of 5 JTE criteria is accepted by the area and submitted to the Strategic Performance Department by 12/15/17. Silver: Bronze, plus achieve growth (improved percentage, not necessary to have more points) in three of the five targeted criteria. Gold: Bronze, plus achieve growth in four of the five targeted criteria.
17Total of district committee members, including District chairmen (61), District vice chairmen (62), Neighborhood chairmen (64), District members-at-large (75), and District commissioners (81) on 12/31/18, divided by the number of districts containing traditional units on 12/31/18. A person will be counted only once, even if registered in more than one position.
18Number of Cubmasters (CM), Tiger Cub den leaders (TL), Den leaders (DL), Webelos den leaders (WL), Scoutmasters (SM), Leaders of 11-year old Scouts- LDS (10), Crew advisors (NL), and Skippers (SK), paid or multiple registration, completing essential training requirements for their position by 12/31/18, divided by total number in the positions listed above on 12/31/18.
Unit Service Measures
Leadership & Governance Measures
Scoring the council's performance: To determine the council's performance level, the National Council will use the above information to measure the points earned for each of the 18 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Bonus points may be offered and added to the total score, but will not be included in any category.
Scouting's Journey to Excellence
2018 Council Planning, Performance, and Recognition
Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in the corporateperformance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvement during the year, andrecognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guide your performanceimprovement goal-planning. The council may qualify by meeting either determined or performance improvement standards.
Finance Measures
Membership Measures
Program Measures
Revised 7/20/17 513-109
Objective Bronze Level Silver Level Gold LevelBronze Points
Silver Points
Gold Points
Finance 500
#1Fundraising performance: Achieve district finance goals as defined by the council.
Meet or exceed goal established for bronze.
Meet or exceed goal established for silver.
Meet or exceed goal established for gold.
100 200 300
#2Fundraising manpower: Achieve district goals related to volunteers involved in fundraising as defined by the council.
Meet or exceed goal established for bronze.
Meet or exceed goal established for silver.
Meet or exceed goal established for gold.
75 100 200
Membership 800
#3Market share: Increase market share of members (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers).
6% density or 1% growth in density (i.e. 5.00% to
5.05%)
9% density, or 6% and 1% growth in density
13% density, or 9% and 1% growth in density
75 100 200
#4
Membership/youth growth: Increase number of registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.
Achieve growth in Cub Scout membership.
Achieve growth in Cub Scouting and growth in
overall membership.
Achieve growth in Cub Scouting and 2% growth in
overall membership.75 100 200
#5
New member recruiting: Increase number of new youth recruited (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, pilot program members, and Explorers.)
New Cub Scouts joining represent at least 4% of
TAY or increase in recruiting new Cub Scouts
by 1%
Achieve bronze, plus have an increase in new Boy Scouts or an increase in
new young adults (Venturers/Sea
Scouts/Explorers)
Achieve bronze, plus have an increase in new Boy
Scouts and an increase in new young adults (Venturers/Sea
Scouts/Explorers)
75 100 200
#6Youth retention: Improve retention rate of traditional members.
67% retention or 2 percentage points increase
(i.e. 58%-60%)
75% retention, or 67% and 2 percentage points
increase
80% retention, or 75% and 2 percentage points
increase75 100 200
Program 600
#7Cub Scout advancement: Increase the percentage of Cub Scouts earning rank advancements.
48% or 2 percentage points increase (i.e. 35%-37%)
60%, or 48% and 2 percentage points increase
72%, or 60% and 2 percentage points increase
75 100 200
#8Boy Scout advancement: Increase the percentage of Boy Scouts earning rank advancements.
44% or 2 percentage points increase (i.e. 30%-32%)
50%, or 44% and 2 percentage points increase
55%, or 50% and 2 percentage points increase
25 50 100
#9Cub Scout camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp.
40% or 2 percentage points increase (i.e. 28%-30%)
60%, or 40% and 2 percentage points increase
90%, or 60% and 2 percentage points increase
25 50 100
#10Boy Scout camping: Increase the percentage of Boy Scouts attending long-term camp and high-adventure program.
57% or 2 percentage points increase (i.e. 38%-40%)
67%, or 57% and 2 percentage points increase
80%, or 67% and 2 percentage points increase
25 50 100
#11Community service: Increase the amount of community service provided by Scouts, Explorers, leaders, and other participants.
Average 4 hours per youth member or .2 hour growth
(i.e. 2.8 to 3.0)
Average 5 hours per youth member, or 4 hours and .2
hour growth
Average 8 hours per youth member, or 5 hours and .2
hour growth25 50 100
Unit Service 600
#12Unit retention/growth: Improve retention rate of packs, troops, crews, ships, clubs, and posts, while organizing new units for growth.
Retain 90% of packs and troops, or maintain
retention rate of packs and troops and have an
increase in new units.
Retain 90% of packs and troops and have an
increase in new units.
Retain 90% of packs, troops, crews, ships, clubs,
and posts and have an increase in new units.
75 100 200
#13
Unit contacts: Support implementation of the Unit Service Plan through detailed assessments and an increased number of significant unit contacts to packs, troops, crews, ships, clubs, and posts.
10% of units have 6 total assessments, including one
detailed assessment recorded
in Commissioner Tools.
25% of units have 6 total assessments, including one
detailed assessment recorded
in Commissioner Tools.
45% of units have 6 total assessments, including one
detailed assessment recorded
in Commissioner Tools.
75 100 200
#14Unit performance: Improve the performance ratings of units using Journey to Excellence metrics.
Have 50% of the units in the district achieve the
Bronze award or above.
Have 60% of the units in the district achieve the
Bronze award or above.
Have 75% of the units in the district achieve the
Bronze award or above.75 100 200
Leadership & Governance 500
#15District committee: Increase the effectiveness of the district committee.
Have a registered district chairman, vice chairman,
commissioner, and 11 other members - 14 total
Have a registered district chairman, 2 vice chairmen,
commissioner, and 17 other members - 21 total
Have a registered district chairman, 3 vice chairmen,
commissioner, and 27 other members - 32 total
75 100 200
#16Unit leadership: Increase the number of direct contact leaders who are trained.
50% or 2 percentage points increase (i.e. 32%-34%)
60%, or 50% and 2 percentage points increase
70%, or 60% and 2 percentage points increase
100 200 300
Scoring: Gold- Total of 1,650 total points plus minimums in every category, Silver- Total of 1,350 points, Bronze- Total of 1,000 points
Scouting's Journey to Excellence2018 District Planning, Performance, and Recognition
Item
Category Total Needed for Overall Gold: 175 Total Points:
Category Total Needed for Overall Gold: 175 Total Points:
Category Total Needed for Overall Gold: 300 Total Points:
Category Total Needed for Overall Gold: 175 Total Points:
Category Total Needed for Overall Gold: 225 Total Points:
1The council will approve goals for the district, defining bronze, silver, and gold determined standards. The district may be evaluated based upon achieving an overall fundraising goal or achievement of the individual elements, as defined by the council. There is no improvement performance standard for this criterion, as it is being measured against goals.
2The council will approve goals pertaining to the recruitment and involvement of volunteers for the district fundraising campaigns, defining bronze, silver, and gold determined standards.
3 Total Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers on 12/31/18, divided by total available youth (TAY).
4Bronze: Difference between 12/31/18 total Cub Scouts and 12/31/17 total Cub Scouts, divided by 12/31/17 total Cub Scouts. Silver/Gold: Same calculation including total of Cub Scouts, Boy Scouts, Venturers, Sea Scouts, Explorers, and pilot program members.
5
Bronze: Number of new Cub Scouts registered during 2018 divided by total available youth of Cub Scout age OR increase in number of new Cub Scouts registered in 2018 as compared to 2017. Silver/Gold: Increase in number of new Boy Scouts registered in 2018 as compared to 2017. Increase in number of new Venturers, Sea Scouts, and Explorers registered in 2018 as compared to 2017. New members in approved membership pilots will be included in the appropriate age groups.
6Percent of Lone Cub Scouts, Cub Scouts, Lone Boy Scouts, Boy Scouts, Venturers, and Sea Scouts remaining registered after one year (12/31/17 to 12/31/18), including all transfers. Youth who turn 18 within the year are not included in the calculations.
7 Total number of Cub Scouts advancing at least one rank (Bobcat - Arrow of Light) during 2018, divided by total Cub Scouts on 12/31/18.
8 Total number of Boy Scouts advancing at least one rank (Scout - Eagle) during 2018, divided by total Boy Scouts on 12/31/18.
9Council Cub Scouts attending any in-council/out-of-council day camp (including STEM), twilight camp, resident camp, or family camp during the period of 9/1/17 through 8/31/18, divided by Cub Scout membership on 6/30/18.
10Council Boy Scouts attending any in-council/out-of-council long-term summer camp, high-adventure experience, jamboree, specialty camp (such as STEM), or serving on camp staff during the period of 9/1/17 through 8/31/18, divided by Boy Scout/ membership on 6/30/18.
11Total service hours by Scouts, leaders, and other participants recorded on Service Hours website or through Scoutbook on 12/31/18, divided by registered youth (Cub Scouts, Boy Scouts, Venturers, Sea Scouts, and Explorers) on 12/31/18.
12
Bronze/Silver: Percent of packs and troops remaining registered after one year (12/31/17 to 12/31/18). Gold: Percent of units (packs, troops, crews, ships, clubs, and posts) remaining registered after one year. Performance improvement standard is measured by taking the number of new units (packs, troops, crews, ships, clubs, or posts) organized during 2018 and subtracting the number of new units organized during 2017.
13Number of unique units receiving six or more assessments, as recorded in Commissioner Tools during 2018, divided by total number of packs, troops, crews, ships, clubs, and posts on 12/31/18. Every unit is required to have a detailed health assessment annually, and it must be recorded in Commissioner Tools in order to be counted.
14Total number of packs, troops, crews, ships, clubs, and posts rated as bronze, silver, or gold on 12/31/18, divided by the total number of packs, troops, teams, crews, ships, clubs, and posts.
15
Bronze: Minimum of 14 district committee members with paid or multiple registration on 12/31/18, including a District Chairman (61), at least one District Vice Chairman (62), and a District Commissioner (81). Other members may be registered as Neighborhood Chairmen (64) or District Members-at-large (75). Silver: Minimum of 21 district committee members on 12/31/18, including a District Chairman (61), at least two District Vice Chairmen (62), and a District Commissioner (81). Gold: Minimum of 32 district committee members on 12/31/18, including a District Chairman (61), at least three District Vice Chairmen (62), and a District Commissioner (81).
16Number of Cubmasters (CM), Tiger Cub den leaders (TL), Den leaders (DL), Webelos den leaders (WL), Scoutmasters (SM), Leaders of 11-year old Scouts- LDS (10), Crew advisors (NL), and Skippers (SK), paid or multiple registration, completing essential training requirements for their position by 12/31/18, divided by total number in the positions listed above on 12/31/18.
Journey to Excellence in 2018 will proceed along the path of continuous improvement. It is based on many of the best practices used in the corporateperformance measurement field today. It guides program planning before the year begins, monitors activities for continuous improvement during theyear, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous years to guide yourperformance improvement goal-planning. The district may qualify by meeting either determined or performance improvement standards.
Scouting's Journey to Excellence2018 District Planning, Performance, and Recognition
Scoring the district's performance: To determine the district's performance level, the council will use the above information to measure the points earned for each of the 16 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 1,000 points, Silver level requires earning 1,350 points and Gold level requires earning 1,650 points (and stated minimum point totals in each of the five categories). Councils may offer up to 100 bonus points to their districts for strategic initiatives. These will be added to the total score, but will not be included in any category.
Leadership & Governance Measures
Unit Service Measures
Program Measures
Membership Measures
Finance Measures
Revised 8/31/17 513-108
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Planning and Budget 200
#1
Planning and Budget: Have a program plan and budget that is regularly reviewed by the pack committee, and it follows BSA policies relating to fundraising.
Have an annual program plan and budget adopted by the
pack committee.
Achieve Bronze, plus pack committee meets at least six
times during the year to review program plans and finances.
Achieve Silver, plus pack conducts a planning meeting involving den leaders for the
following program year.
50 100 200
Membership 500
#2Building Cub Scouting: Recruit new youth into the pack in order to grow membership.
Conduct a formal recruitment program by October 31 and register new members in the
pack.
Achieve Bronze, and either increase youth members by
5% or have at least 40 members.
Achieve Silver, and either increase youth members by
10% or have at least 60 members.
50 100 200
#3Retention: Retain a significant percentage of youth members.
Reregister 60% of eligible members.
Reregister 65% of eligible members.
Reregister 75% of eligible members. 50 100 200
#4
Webelos-to-Scout transition: Have an effective plan to graduate Webelos Scouts into Boy Scout troop(s).
With a troop, hold two joint activities or 75% of second
year Webelos have completed "The Scouting Adventure."
60% of eligible Webelos register with a troop.
80% of eligible Webelos register with a troop. 25 50 100
Program 900
#5Advancement: Achieve a high percentage of Cub Scouts earning rank advancements.
50% of Cub Scouts advance one rank during the year.
60% of Cub Scouts advance one rank during the year.
75% of Cub Scouts advance one rank during the year. 100 200 300
#6Outdoor activities: Conduct outdoor activities and field trips.
Each den has the opportunity to participate in three outdoor activities or field trips during
the year.
Each den has the opportunity to participate in four outdoor activities or field trips during
the year.
Each den has the opportunity to participate in five outdoor activities or field trips during
the year.
50 100 200
#7Day/resident/family camp: Cub Scouts attend day camp, family camp, and/or resident camp.
33% of Cub Scouts participate in a camping experience or improvement over the prior
year.
50%, or 33% and have improvement over the prior
year.
75%, or 50% and have improvement over the prior
year.50 100 200
#8 Service projects: Participate in service projects.Participate in two service
projects and enter the hours on the JTE website.
Participate in three service projects and enter the hours on
the JTE website.
Achieve Silver, plus at least one of the service projects is
conservation-oriented.25 50 100
#9Pack and den meetings and activities: Dens and the pack have regular meetings and activities.
Hold eight pack meetings a year. Den or pack meetings have started by October 31.
Achieve Bronze, plus dens meet at least twice a month
during the school year.
Achieve Silver, plus earn the Summertime Pack Award. 25 50 100
Volunteer Leadership 400
#10Leadership recruitment: The pack is proactive in recruiting sufficient leaders.
Have a registered assistant Cubmaster.
Achieve Bronze, and prior to recruiting event, the committee
identifies pack and den leadership for the next year.
Achieve Silver, plus every den has a registered leader by
October 31.50 100 200
#11
Trained leadership: Have trained and engaged leaders at all levels. All leaders are required to have youth protection training.
Cubmaster or an assistant Cubmaster or pack trainer has
completed position-specific training.
Achieve Bronze, plus the Cubmaster and den leaders
have completed position-specific training or, if new, will complete within three months
of joining.
Achieve Silver, plus two-thirds of committee members have completed position-specific
training.
50 100 200
o Bronze: Earn at least 525 points by earning points in at least 7 objectives. Total points earned:
o Silver: Earn at least 800 points by earning points in at least 8 objectives.
o Gold: Earn at least 1,050 points by earning points in at least 8 objectives and at least Bronze in #6. No. of objectives with points:
o Our pack has completed online rechartering by the deadline in order to maintain continuity of our program.
o We certify that these requirements have been completed:
Cubmaster ___________________________________________________ Date _____________________
Committee chair _______________________________________________ Date _____________________
Commissioner _________________________________________________ Date _____________________
This form should be submitted to the Scout service center or your unit commissioner, as directed by your council.
Total Points:
Total Points:
"The BSA method for annual planning and continuous improvement"
Total Points:
Pack ________ of _________________________ District
2018 Scouting's Journey to Excellence
Item
Total Points:
1
The pack has a program plan and budget that is reviewed at all pack committee meetings, and the pack follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. Program plans and budget are reviewed with den leaders and parents at the start of the program year. The pack's program plan should be shared with the unit commissioner.
2A formal recruitment event is conducted and new members are registered by October 31, 2018. On December 31, 2018, the pack has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.
3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Cub Scouts. If the pack has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.
4Hold at least two joint activities with a troop or troops, and have graduating boys register with a troop. "The Scouting Adventure" for second-year Webelos is described in the Webelos Scout Handbook. If the pack has no second-year Webelos Scouts, this requirement is met at the Bronze level.
5Total number of Cub Scouts advancing at least one rank (Bobcat, Lion, Tiger, Wolf, Bear, Webelos, Arrow of Light) during the calendar year (A), divided by the number of boys registered at the end of the year (B). Advancement = (A) / (B). The pack is encouraged to use Scoutbook to track each individual boy's advancements.
6 The pack has activities and field trips in the outdoors, which could include outdoor pack meetings, hikes, family campouts, parades, outdoor service projects, etc. All dens have the opportunity to participate.
7Cub Scouts attend an in-council or out-of-council Cub Scout day camp, family camp, and/or Cub Scout resident camp in 2018. STEM programs either as a day camp or resident camp are also included. All levels are total number of different Cub Scouts attending (A) divided by total number of Cub Scouts registered in the pack as of June 30, 2018 (B). Total = (A) / (B).
8 The pack participates in at least two service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project is conservation-oriented.
9Have at least eight pack meetings or activities within the past 12 months, with one of those meetings being to review the pack's program plans and asking for parental involvement in the pack. Den meetings start by October 31, 2018, and all dens meet at least twice each month within the past year. Pack earns the Summertime Pack Award.
10
The pack has a Cubmaster, an assistant, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The pack identifies persons for next year's leadership for existing dens, including Cubmaster, Den Leaders, and Webelos Den Leaders prior to the start of the program year. All dens have a registered leader by October 31, 2018.
11
All leaders have completed youth protection training. Bronze: Cubmaster, an assistant, or pack trainer has completed position-specific training. Silver: Bronze, plus the Cubmaster and den leaders have completed position-specific training or, if new, will complete within three months of joining. Gold: Silver, plus 2/3 of committee members (including chartered organization representative) have completed training.
Program Measures
Volunteer Leadership Measures
For more resources including workbooks and planning guides: www.Scouting.org/jte
Journey to Excellence uses a balanced approach to measure performance. It guides program planning before the year begins, monitors activities forcontinuous improvement during the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from theprevious year to guide your performance improvement goal planning. The period for measuring performance will be the calendar year.
Scouting's Journey to Excellence
2018 Pack Planning, Performance, and Recognition
Scoring the pack's performance: To determine the pack's performance level, you will use the above information to determine the points earned for each of the 11 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 525 points in at least 7 criteria, Silver level requires earning points in at least 8 criteria and 800 points, and Gold level requires earning points in at least 8 criteria, meeting at leaset bronze standards in outdoor activities, and earning ar least 1,050 total points.
Planning and Budget Measures
Membership Measures
Revised 7/14/17 513-105
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Planning and Budget 200
#1
Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies related to fundraising.
Have an annual program plan and budget adopted by the
troop committee.
Achieve Bronze, plus troop committee meets at least six
times during the year to review program plans and finances.
Achieve Silver, plus troop conducts a planning meeting involving youth leaders for the
following program year.
50 100 200
Membership 500
#2Building Boy Scouting: Recruit new youth into the troop in order to grow membership.
Have a membership growth plan that includes a recruit-
ment activity and register new members in the troop.
Achieve Bronze, and either increase youth members by
5% or have at least 25 members.
Achieve Silver, and either increase youth members by
10% or have at least 35 members.
50 100 200
#3Retention: Retain a significant percentage of youth members.
Reregister 75% of eligible members.
Reregister 80% of eligible members.
Reregister 85% of eligible members. 50 100 200
#4Webelos-to-Scout transition: Have an effective plan to recruit Webelos Scouts into the troop.
With a pack or Webelos den, hold two joint activities.
Achieve Bronze, plus recruit two Webelos Scouts.
Achieve Bronze, plus provide at least one den chief to a
pack and recruit five Webelos Scouts.
25 50 100
Program 900
#5Advancement: Achieve a high percentage of Boy Scouts earning rank advancements.
40% of Boy Scouts advance one rank during the year.
50% of Boy Scouts advance one rank during the year.
60% of Boy Scouts advance one rank during the year. 50 100 200
#6Short-term camping: Conduct short-term or weekend campouts throughout the year.
Conduct four short-term overnight campouts.
Conduct seven short-term overnight campouts.
Conduct nine short-term overnight campouts. 50 100 200
#7Long-term camping: Participate in a long-term camp with a majority of the troop in attendance.
The troop participates in a long-term camp.
60% of Scouts attend a long-term camp.
70% of Scouts attend a long-term camp. 50 100 200
#8
Service projects: Participate in service projects, with at least one benefiting the chartered organization.
Participate in three service projects and enter the hours
on the JTE website.
Participate in four service projects and enter the hours
on the JTE website.
Participate in five service projects and enter the hours
on the JTE website.25 50 100
#9Patrol method: Use the patrol method to develop youth leaders.
The troop has patrols, and each has a patrol leader.
There is an SPL, if more than one patrol. The PLC meets at
least four times a year.
Achieve Bronze, plus PLC meets at least six times. The troop conducts patrol leader
training.
Achieve Silver, plus PLC meets at least ten times. At
least one Scout has attended an advanced training course, such as NYLT or Order of the
Arrow Conference.
50 100 200
Volunteer Leadership 400
#10
Leadership and family engagement: The troop is proactive in recruiting sufficient leaders and communicates regularly with parents.
Have at least one registered assistant Scoutmaster.
Achieve Bronze, plus the troop holds two courts of honor,
where troop plans are reviewed with parents.
Achieve Bronze, plus the troop holds three courts of honor,
where troop plans are reviewed with parents.
50 100 200
#11
Trained leadership: Have trained and engaged leaders at all levels. All leaders are required to have youth protection training.
Scoutmaster or an assistant Scoutmaster has completed
position-specific training.
Achieve Bronze, plus the Scoutmaster and 60% of
assistants have completed position-specific training or, if
new, will complete within three months of joining.
Achieve Silver, plus two-thirds of active committee members
have completed position-specific training and at least one person has attended an
advanced training course involving a total of least 5
days.
50 100 200
o Bronze: Earn at least 525 points by earning points in at least 7 objectives. Total points earned:
o Silver: Earn at least 750 points by earning points in at least 8 objectives.
o Gold: Earn at least 1,000 points by earning points in at least 8 objective and at least Bronze in #6 or #7. No. of objectives with points:
o Our troop has completed online rechartering by the deadline in order to maintain continuity of our program.
o We certify that these requirements have been completed:
Scoutmaster __________________________________________________ Date _____________________
Committee chair _______________________________________________ Date _____________________
Commissioner _________________________________________________ Date _____________________
This form should be submitted to the Scout service center or your unit commissioner, as directed by your council.
Troop ________ of _________________________ District
2018 Scouting's Journey to Excellence
Item
Total Points:
"The BSA method for annual planning and continuous improvement"
Total Points:
Total Points:
Total Points:
1
The troop has a program plan and budget that is reviewed at all troop committee meetings, and the troop follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The troop's program plan should be shared with the unit commissioner.
2The troop has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the troop has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.
3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Boy Scouts. If the troop has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.
4 Hold at least two activities with a pack or Webelos den, and recruit new Webelos Scouts into the troop. Den chiefs are provided to one or more Cub Scout dens.
5Total number of Boy Scouts advancing at least one rank ( Scout, Tenderfoot, Second Class, First Class, Star, Life, Eagle) during the calendar year (A), divided by the number of boys registered at the end of the year (B). Advancement = (A) / (B). The troop is encouraged to use Scoutbook to track each individual boy's advancements.
6 Conduct short-term (at least one overnight) campouts throughout the year.
7Number of Boy Scouts who attend any in-council or out-of-council long-term summer camp (of at least five nights), high-adventure experience, or jamboree, or serve on camp staff within the past year, divided by the Boy Scout membership on June 30, 2018. Youth attending long-term specialty camps such as NYLT or STEM are also counted.
8 The troop participates in service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.
9The troop is separated into patrols and each patrol has an elected patrol leader. If the troop has more than one patrol, there is an elected senior patrol leader. If the troop has more than one patrol, the PLC meets at least four times each year. The troop holds patrol leader training each year, and youth have the opportunity to participate in advanced training.
10The troop has a Scoutmaster, an assistant, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The troop conducts courts of honor where youth are recognized and program plans are shared with parents.
11
All leaders have completed youth protection training. Scoutmaster and 60% of the assistants have completed position-specific training or, if new, will complete within three months of joining. Two-thirds of active committee members (including chartered organization representative) have completed position-specific training. For Gold, one leader must have attended an advanced training course involving a total of 5 days or more, such as Wood Badge, Summit or Philmont Training Center, at some point in their Scouting tenure.
Program Measures
Volunteer Leadership Measures
Scoring the troop's performance: To determine the troop's performance level, you will use the above information to determine the points earned for each of the 11 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 525 points in at least 7 criteria, Silver level requires earning points in at least 8 criteria and 750 points, and Gold level requires earning points in at least 8 criteria, meeting at least bronze standards in either short-term or long-term camping, and earning at least 1,000 total points.
For more resources including workbooks and planning guides: www.Scouting.org/jte
Scouting's Journey to Excellence
2018 Troop Planning, Performance, and Recognition
Journey to Excellence uses a balanced approach to measure performance. It guides program planning before the year begins, monitors activities forcontinuous improvement during the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from theprevious year to guide your performance improvement goal planning. The period for measuring performance will be the calendar year.
Planning and Budget Measures
Membership Measures
Revised 7/14/17 513-106
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Planning and Budget 200
#1
Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies relating to fundraising.
Have an annual program plan and budget adopted by the
crew committee.
Achieve Bronze, plus crew committee meets at least six
times during the year to review program plans and finances.
Achieve Silver, plus crew conducts a planning meeting involving youth leaders for the
following program year.
50 100 200
Membership 500
#2Building Venturing: Recruit new youth into the crew in order to grow membership.
Have a membership growth plan that includes a
recruitment activity and register new members in the
crew.
Achieve Bronze, and either increase youth members by
5% or have at least 10 members.
Achieve Silver, and either increase youth members by
10% or have at least 15 members with an increase
over last year.
100 200 300
#3Retention: Retain a significant percentage of youth members.
Reregister 50% of eligible members.
Reregister 60% of eligible members.
Reregister 75% of eligible members. 50 100 200
Program 800
#4Adventure: Conduct regular activities including a Tier II or Tier III adventure.
Conduct at least four activities including a Tier II or Tier III
adventure.
Conduct at least five activities and at least 50% of youth
participate in a Tier II or Tier III adventure.
Conduct at least six activities and at least 50% of youth
participate in a Tier II or Tier III adventure.
50 100 200
#5Leadership: Develop youth who will provide leadership to crew meetings and activities.
Have a president, vice president, secretary, and
treasurer leading the crew.
Achieve Bronze, plus officers meet at least six times. The
crew conducts officer training.
Achieve Silver level, plus each crew activity has a youth
leader.50 100 200
#6Personal growth: Provide opportunities for achievement and self-actualization.
Crew members earn the Venturing award.
Achieve Bronze, plus crew program includes at least three experiential training
sessions.
Achieve Silver level, plus the crew has members earning the Discovery, Pathfinder or
Summit awards.
50 100 200
#7Service: Participate in service projects, with at least one benefiting the chartered organization.
Participate in two service projects and enter the hours
on the JTE website.
Participate in three service projects and enter the hours
on the JTE website.
Participate in four service projects and enter the hours
on the JTE website.50 100 200
Adult Volunteer Leadership 500
#8
Leadership recruitment: Have a proactive approach in recruiting sufficient leaders and communicating with parents.
Have a registered associate advisor.
Achieve Bronze, plus the crew holds a meeting where plans are reviewed with parents.
Achieve Silver, plus adult leadership is identified prior to the start of the next program
year.
50 100 200
#9
Trained leadership: Have trained and engaged leaders at all levels. All leaders are required to have youth protection training.
Advisor or an associate Advisor has completed
position-specific training.
Achieve Bronze, plus the advisor and all associates have completed position-
specific training or, if new, will complete within three months
of joining.
Achieve Silver, plus at least two committee members have
completed crew committee training.
100 200 300
o Bronze: Earn at least 550 points by earning points in at least 6 objectives. Total points earned:
o Silver: Earn at least 800 points by earning points in at least 7 objectives.
o Gold: Earn at least 1,100 points by earning points in at least 7 objectives. No. of objectives with points:
o Our crew has completed online rechartering by the deadline in order to maintain continuity of our program.
o We certify that these requirements have been completed:
Advisor _______________________________________________________ Date _____________________
Crew President ________________________________________________ Date _____________________
Commissioner _________________________________________________ Date _____________________
This form should be submitted to the Scout service center or your unit commissioner, as directed by your council.
"The BSA method for annual planning and continuous improvement"
Crew ________ of _________________________ District
2018 Scouting's Journey to Excellence
Item
Total Points:
Total Points:
Total Points:
Total Points:
1
The crew has a program plan and budget that is reviewed at all crew committee meetings, and the crew follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The crew's program plan should be shared with the unit commissioner.
2The crew has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the crew has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.
3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Venturers. If the crew has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.
4 The crew conducts regular activities outside of meetings. At least one is a Tier II activity (may be less than four days, but requires planning and skill development) or a Tier III activity (at least 4 days and is mentally and physically challenging.)
5 The crew has youth leaders serving as president, vice president, secretary, and treasurer who are leading the activities of the crew. Crew officers hold regular meetings and receive training. Each crew activity has a youth leader.
6 Crew members complete the Venturing award shortly after joining. Experiential training at meetings allows crew members to learn from hands-on experiences. The crew encourages achievement through the advanced Venturing awards.
7 The crew participates in service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.
8The crew has an Advisor, an associate, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The crew holds a meeting where program plans are shared with parents. Volunteer leaders are selected prior to the next program year.
9 All volunteer leaders have current youth protection training. Advisor and associates have completed position-specific training or, if new, will complete within three months of joining. Two committee members have completed Crew Committee Training.
Volunteer Leadership Measures
Scoring the crew's performance: To determine the crew's performance level, you will use the above information to determine the points earned for each of the 9 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 550 points in at least 6 criteria, Silver level requires earning points in at least 7 criteria and 800 points, and Gold level requires earning points in at least 7 criteria and 1,100 points.
For more resources including workbooks and planning guides: www.Scouting.org/jte
Scouting's Journey to Excellence
2018 Crew Planning, Performance, and Recognition
Journey to Excellence uses a balanced approach to measure performance. It guides program planning before the year begins, monitors activities forcontinuous improvement during the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from theprevious year to guide your performance improvement goal planning. The period for measuring performance will be the calendar year.
Planning and Budget Measures
Membership Measures
Program Measures
Revised 7/14/17 513-107
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Planning and Budget 200
#1
Planning and budget: Have a program plan and budget that is regularly reviewed by the committee, and it follows BSA policies relating to fundraising.
Have an annual program plan and budget adopted by the
ship committee.
Achieve Bronze, plus ship committee meets at least six
times during the year to review program plans and finances.
Achieve Silver, plus ship conducts a planning meeting involving youth leaders for the
following program year.
50 100 200
Membership 500
#2Building Sea Scouting: Recruit new youth into the ship in order to grow membership.
Have a membership growth plan that includes a recruitment
activity and register new members in the ship.
Achieve Bronze, and either increase youth members by
5% or have at least 10 members.
Achieve Silver, and either increase youth members by
10% or have at least 15 members with an increase
over last year.
100 200 300
#3Retention: Retain a significant percentage of youth members.
Reregister 50% of eligible members.
Reregister 60% of eligible members.
Reregister 75% of eligible members. 50 100 200
Program 800
#4Activities: Conduct regular activities including a super activity or long cruise.
Conduct at least four activities including a super activity or
long cruise.
Conduct at least five activities and at least 50% of youth
participate in super activity or long cruise.
Conduct at least six activities and at least 50% of youth
participate in a super activity or long cruise.
50 100 200
#5Leadership: Develop youth who will provide leadership to ship meetings and activities.
Have an elected boatswain, boatswain's mate, yeoman, and purser leading the ship.
Achieve Bronze, plus officers have Quarterdeck meetings at
least six times. The ship conducts Quarterdeck training.
Achieve Silver, plus each ship activity has a youth leader. 50 100 200
#6Advancement: Provide opportunities for advancement and personal development.
Ship members participate in advancement by earning the
Apprentice Rank.
Achieve Bronze, plus ship has organized programs
addressing fitness and citizenship.
Achieve Silver, plus the ship has members earning the
Ordinary, Able or Quartermaster Ranks.
50 100 200
#7Service: Participate in service projects, with at least one benefiting the chartered organization.
Participate in two service projects and enter the hours on
the JTE website.
Participate in three service projects and enter the hours on
the JTE website.
Participate in four service projects and enter the hours on
the JTE website.50 100 200
Adult Volunteer Leadership 500
#8
Leadership recruitment: Have a proactive approach in recruiting sufficient leaders and communicating with parents.
Have a registered mate to assist the Skipper.
Achieve Bronze, plus the ship holds a meeting where plans are reviewed with parents.
Achieve Silver, plus adult leadership is identified prior to the start of the next program
year.
50 100 200
#9
Trained leadership: Have trained and engaged leaders at all levels. All leaders are required to have youth protection training.
Skipper or a mate has completed position-specific
training.
Achieve Bronze, plus the skipper and all mates have completed position-specific
training or, if new, will complete within three months of joining.
Achieve Silver, plus at least two committee members have completed committee training.
100 200 300
o Bronze: Earn at least 550 points by earning points in at least 6 objectives. Total points earned:
o Silver: Earn at least 800 points by earning points in at least 7 objectives.
o Gold: Earn at least 1,100 points by earning points in at least 7 objectives. No. of objectives with points:
o Our ship has completed online rechartering by the deadline in order to maintain continuity of our program.
o We certify that these requirements have been completed:
Skipper _______________________________________________________ Date _____________________
Boatswain ____________________________________________________ Date _____________________
Commissioner _________________________________________________ Date _____________________
This form should be submitted to the Scout service center or your unit commissioner, as directed by your council.
Total Points:
Ship ________ of _________________________ District
2018 Scouting's Journey to Excellence
Item
Total Points:
Total Points:
"The BSA method for annual planning and continuous improvement"
Total Points:
1
The ship has a program plan and budget that is reviewed at all ship committee meetings, and the ship follows BSA policies relating to fundraising and fiscal management as found on the Unit Money-Earning Application form and any other publication that the council has developed for fundraising and fiscal management. A meeting is held with youth leaders where they are involved in developing the plan for the next program year. The ship's program plan should be shared with the unit commissioner.
2The ship has a growth plan, and conducts a formal recruiting event. On December 31, 2018, the ship has an increase in the number of youth members as compared to the number registered on December 31, 2017. A membership growth plan template can be found at www.scouting.org/membership.
3Number of youth members on the most recent charter renewal (A) divided by the number of youth registered at the end of the prior charter year (B) minus any age-outs (C). Total = (A) / (B-C). Age-outs are youth who are too old to reregister as Sea Scouts. If the ship has a December charter, use the one expiring on December 31, 2017; otherwise use the one expiring during 2018.
4 The ship has regular activities (not including normal ship meetings). Number of youth participating in at least one super activity/long cruise, divided by the number of Sea Scouts registered in the ship on June 30, 2018.
5 The ship has elected youth leaders as boatswain, boatswain's mate, yeoman, and purser who are leading the activities of the ship. Officers hold regular Quarterdeck meetings and receive training. Each ship activity has a youth leader.
6 Ship members earn the Apprentice Rank shortly after joining. Meetings allow ship members to participate in fitness and citizenship activities. The ship encourages achievement through the advanced Sea Scout ranks.
7 The ship participates in at least two service projects during the year and enters them on the Service Hours website or through Scoutbook. The projects may be completed as joint projects with other organizations. At least one project must benefit the chartered organization.
8The ship has Skipper, mate, and a committee of at least three members. Ideally, the chartered organization representative should not be dual registered as one of the committee members. The ship holds a meeting where program plans are shared with parents. Volunteer leaders are selected prior to the next program year.
9Skipper and mates have had an orientation and have completed youth protection training. Skipper and mates (paid or multiple registration) have completed position-specific training or, if new, will complete within three months of joining. Two committee members have completed committee training.
Program Measures
Volunteer Leadership Measures
Scoring the ship's performance: To determine the ship's performance level, you will use the above information to determine the points earned for each of the 9 criteria and then add those individual point scores to determine a composite score. Count only the highest point total achieved in any one criterion. Bronze level requires earning at least 550 points in at least 6 criteria, Silver level requires earning points in at least 7 criteria and 800 points, and Gold level requires earning points in at least 7 criteria and 1,100 points.
For more resources including workbooks and planning guides: www.Scouting.org/jte
Scouting's Journey to Excellence
2018 Ship Planning, Performance, and Recognition
Journey to Excellence uses a balanced approach to measure performance. It guides program planning before the year begins, monitors activities forcontinuous improvement during the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from theprevious year to guide your performance improvement goal planning. The period for measuring performance will be the calendar year.
Planning and Budget Measures
Membership Measures
Revised 7-6-17 513-112
Objective Bronze Level Silver Level Gold LevelBronze
Points
Silver
Points
Gold
Points
Committee and Planning 300
#1Committee and Planning: Have an active post or club committee.
Post or club committee adopts an annual plan and meets at
least twice a year.
The post or club committee meets at least four times a
year.
The post or club committee meets at least six times a year. 100 200 300
Participants and Growth 500
#2Open house: Conduct an open house or recruitment event.
Conduct an open house or recruitment event.
Conduct an open house or recruitment event in
November.
Conduct an open house or recruitment event in
September or October.100 200 300
#3Growth: Recruit and retain youth in the post in order to grow membership.
Maintain or grow number of youth participating in post or
club programs as compared to the prior year.
Achieve Bronze, plus at least half of the youth remain
involved throughout the year.
Achieve Bronze, plus at least two-thirds of the youth remain involved throughout the year.
50 100 200
Program 700
#4Post or club program: Include interactive activities in the post or club program/meetings.
40% of meetings include interactive activities.
70% of meetings include interactive activities.
85% of meetings include interactive activities. 50 100 200
#5 Youth leadership: Have trained youth leadership. Have active youth officers.Achieve Bronze, plus post or
club Officers' Seminar is conducted for all youth officers.
Achieve Silver, plus Youth Leadership Workshop is conducted or 3 Explorers complete the Exploring Leadership Experience.
50 100 200
#6Super activity: The post or club plans and/or participates in a super activity.
Explorers participate in an activity, either nationally,
regionally, or locally.
The post or club will plan and conduct it's own super activity.
Achieve Silver with at least 50% Explorers in attendance. 50 100 150
#7Service projects: The post or club participates in one or more community service projects.
Explorers performed one or more community service
projects averaging three hours per registered Explorer.
Explorers performed one or more community service
projects averaging four hours per registered Explorer.
Explorers performed one or more community service
projects averaging six hours per registered Explorer.
50 100 150
Volunteer Leadership 800
#8APost adult leadership: Have registered and engaged adult leaders.
Have five registered adult leaders including: Advisor,
associate Advisor, committee chair, and two committee
members.
Have six registered adult leaders including: Advisor,
associate Advisor, committee chair, and two committee
members.
Have eight or more registered adult leaders including:
Advisor, associate Advisor, committee chair, and two
committee members.
100 200 300
#8BClub adult leadership: Have registered and engaged adult leaders.
Have three registered adult leaders including: Sponsor, an
associate sponsor, and a committee member.
Have four registered adult leaders including: Sponsor, co-
sponsor, and two committee members.
Have five registered adult leaders including: Sponsor, co-sponsor, and three committee
members.
100 200 300
#9
Trained adults: Have trained adult leaders. All adult volunteers have current youth protection training.
Advisor, an associate advisor, sponsor, or an associate sponsor has completed position-specific training.
Achieve Bronze, plus 50% of registered adults have
completed Adult Explorer Leader Training.
Achieve Silver, plus 75% of registered adults have
completed Adult Explorer Leader Training.
50 100 200
o Bronze: Earn at least 600 points by earning points in at least 6 objectives. Total points earned:
o Silver: Earn at least 900 points by earning points in at least 7 objectives.
o Gold: Earn at least 1,200 points by earning points in at least 7 objectives. No. of objectives with points:
o Post/Club leaders have meet with the executive officer of the participating organization.
o Our post/club has submitted our renewal forms with the necessary signatures and fees prior to the deadline.
o We certify that these requirements have been completed:
Advisor/Sponsor________________________________________________ Date _____________________
President _____________________________________________________ Date _____________________
LFL Representative _____________________________________________ Date _____________________
This form should be submitted to the local Learning for Life office.
Post / Club ________ of _________________________ District
2018 Exploring's Journey to Excellence
Item
Total Points:
Total Points:
"Exploring's method for annual planning and continuous improvement"
Total Points:
Total Points:
1 The post or club has a committee that meets throughout the year to support the program.
2 The post or club annually conducts an open house or similar recruiting event.
3 The post or club has an active recruiting program and maintains youth involvement in an annual program.
4 Post or club meetings consist of interactive activities to engage Explorers beyond listening to lectures, reading handouts, or watching slide shows. This is a proven indicator of post success.
5 The post or club provides youth leadership opportunities and training. Explorers are encouraged to complete the Exploring Leadership Experience.
6 A super activity is a major trip, activity, or project requiring advanced planning and promotion by Explorers. Qualify for Bronze by participating in an activity planned by another group.
7 The post or club participates in one or more community service projects during the year. The projects may be completed as joint projects with other organizations. Criteria is based on average hours per Explorer, not total hours for each Explorer.
8 Having a sufficient number of adults is a proven indicator of success and longevity. Posts use the measures outlined in Criterion 8A on the reverse side, while clubs use those described in 8B.
9 All adult volunteers have current youth protection training. Registered leaders have completed Adult Explorer Leader Training.
Volunteer Leadership Measures
Scoring the post's or club's performance: To determine the performance level, the council will use the above information to measure the points earned for each of the 9 individual criteria and then add those individual point scores to determine a composite score. Bronze level requires earning 600 points in at least 6 criteria, Silver level requires earning 900 points in at least 7 criteria, and Gold level requires earning 1,200 points in at least 7 criteria.
Exploring's Journey to Excellence
2018 Post/Club Planning, Performance, and Recognition
Journey to Excellence uses a balanced approach to measure performance. The objectives were developed following extensive research into provenindicators of enduring post and club programs. It guides program planning before the year begins, monitors activities for continuous improvementduring the year, and recognizes performance at the end of the year. In planning your strategy, use actual numbers from the previous renewal year tochart your progress. Use the criteria in planning your strategy for the coming year to guide your performance improvement. The youth officers shouldtake the lead in making this assessment. The period for measuring performance will be the calendar year.
Committee and Planning Measures
Participants and Growth Measures
Program Measures
Revised 7/20/17 513-115
2018 Strategies for Future Growth
Journey to Excellence Bonus Points for Councils
The BSA National Key 3 offers councils opportunities to earn bonus points in these areas that contribute to the future growth of Scouting (up to a maximum of 100 total points):
• Duty to God – Conduct a substantial council-wide activity dedicated to Duty to God during 2018. (25 points)
• New Member Coordinators – Have at least 25% of packs and troops with a registered new member coordinator by the end of 2018. (25 points)
• Learning for Life Growth Plan – A growth plan for Learning for Life curriculum-based programs has been developed and implemented in the council. (25 points)
• Board Diversity – Increase the diversity of registered council executive board members in 2018 compared to 2017. (25 points)
Points will not be added to a single Journey to Excellence criterion, but will be included in the 2018 final score when the dashboard is updated at the end of January 2019. A reporting tool will be available at the end of 2018, and councils will need to submit their results by January 20, 2019.
Journey to Excellence Bonus Points for Districts
The ___________ Council Key 3 offers our districts opportunities to earn bonus points in these areas that contribute to the future growth of Scouting (up to a maximum of 100 total points):
• ___________________________________________________________________
• ___________________________________________________________________
• ___________________________________________________________________
• ___________________________________________________________________
• ___________________________________________________________________
Councils may offer one or more opportunities for their districts to earn bonus points based upon their key strategies. As with council bonus points, these will be added to a district’s total score at the end of January 2019, and councils will need to submit their district results by January 20, 2019.
Council Bonus Items Explained …
Duty to God
The Duty to God activity should be a substantial council-wide or multi-district activity where Scouts and Scouters from multiple faiths are invited and involved. It may be organized and guided by a single faith, but other faiths should be included, which is strongly encouraged. Ideally, youth will be deeply involved. Examples might include: Council hike to ten houses of worship (Ten Commandments Hike), special council breakfast or dinner, council day of service, council interfaith symposium, or a council chartered organization representative membership drive. A routine activity, such as a court of honor held by a single faith to present religious emblems, would not qualify. For more information, please check out: http://www.facebook.com/dutytogodbsa.
New Member Coordinators
New Member Coordinator (NMC) is a new unit level position for all units. The NMC’s job is to welcome
new members and parents, make them feel comfortable in the unit and encourage and support their
initial participation in the activities of the unit. The principal function of the NMC is to encourage
involvement and retention by new members and their families. Multiple NMCs in a unit can use a team
approach to share the benefits of Scouting, coordinate unit recruitment, and guide joining and
engagement processes. More information and training for NMCs is available at:
http://scoutingwire.org/marketing-and-membership-hub/councils/new-member-coordinator/.
Learning for Life Growth Plan
During the council staff planning conference include the Learning for Life curriculum-based program as
part of the overall council membership plan. Within the growth plan, there should be specific goals and
objectives with a specific measurement piece to achieve growth.
Board Diversity
We want to be reflective of the diversity of the communities we serve. The council has developed a
written plan to improve the diversity of registered and engaged council executive board members who
share the council’s vision and interest in accomplishing the mission of Scouting. The plan was issued as
a charge for the nominating committee.