Need to Schedule Self-Assessment Meeting

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This year, the Journey to Excellence (“JTE”) scorecard will be required in Rechartering. In April District Commissioner Jeff Heck emailed a link to a self-assessment form to each unit. An article about this email was posted on this blog.

JTE and the self-assessment are two parts of the same processJTE. National council’s goal with JTE is to encourage units to become more self-aware of what elements of their programs work well and what elements need a boost. JTE scorecard is designed to help units see where these elements in a simplistic scoring method. The self-assessment is designed to take those simplistic scores and translate them into actions that improve the unit in a meaningful way.

Let’s take a look at what has been recent experience versus how this process is supposed to work. We will use the example of a Cub Pack.

Before JTE and self-assessments, the Pack Key 3 (i.e., Chartered Organization Representative (“COR”), Pack Committee Chair, and Cubmaster) were expected to sit down and agree on the principles and personnel used to run the Pack. They were expected to read through all of the manuals for Cubmasters, Committee Members, and COR and figure out what needed attention. What often happened is that some of the Key 3 had read everything, some had read only what applied to them, and others read nothing. When the Key 3 did meet, there was no clear agenda on what the Pack’s principle focus for improvement should be.

Unit Commissioner PatchWhere a Unit Commissioner was assigned to the Pack, the Commissioner would sometimes offer some verbal guidance or an outline on how to proceed. More often than not, especially in North Star District, the Pack Key 3 neither knew what a Commissioner was or who was assigned to the Pack.

With the new JTE and self-assessment combination, the Pack is asked to have a dedicated meeting for the Pack Key 3 and the Unit Commissioner every six (6) months. The agenda is to review the a self-assessment form with focus on identifying the Pack’s strengths and weaknesses today and designing a plan for improvement over time. The self-assessment form emphasizes identifying specific areas that a healthy pack needs to thrive. Within those areas, the Key 3 are asked to describe what specific tasks that they would like to undertake, who will be delegated primary responsibility, and when the deadline for completion will be.

This process is designed to mimic the business planning processes of any healthy organization. The process is broad in scope of what needs to be reviewed. The process is systematic in its regular method of assessment to avoid complacency or reckless ignorance. The process is brief in documentation necessary. The process is clear on delegation and responsibility to avoid confusion or omission.

With these a self-assessment forms in hand, JTE scoring should be much similar. The categories in the JTE scorecard and the self-assessment match up nearly identically. Within an outline of an action plan from the self-assessment form in mind, the JTE scorecard’s intent and focus is much easier to decipher. The expectation is that a regular self-assessment with clear delegation of responsibility and accountability will make the scores on the JTE scorecards go up as a natural consequence of successful planning.

Rather than using the sample form on this page, please print out your own form from the link emailed to you (or contact your Unit Commissioner to send you a new link). This form from my.scouting.org will be automatically populated with some of the BSA’s records about your unit. This will allow you to double check your unit’s records versus BSA’s and make sure that you know your unit’s training status.trained patch

The District Commissioner’s Service is working hard to prepare our units for October’s rechartering and the added requirements of preparing the JTE scorecard. Please discuss with your unit’s Key 3 when they can meet to review your self-assessment and invite your Unit Commissioner to attend. Attend a District Roundtable or Commissioner’s Coffee to learn more.

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