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Putting the elation in reconciliation

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Project Director, Hawthorne School District. Network for a Healthy California ... Ineffective tracking of activities in an ambitious SOW. Paperwork and filing glut ... – PowerPoint PPT presentation

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Title: Putting the elation in reconciliation


1
Putting the elation in reconciliation
  • A case study in fiscal and program accountability

Presented by Steve Baldwin, MS, RD Project
Director, Hawthorne School District Network for a
Healthy California
2
Part 1 Oh ya? Reconcile THIS!
  • Problem
  • We cannot meet your deadlines.
  • Too much to reconcile in 30 days.
  • Solution
  • Put the team together, brainstorm
  • Reconcile monthly!

3
Part 1 Oh ya? Reconcile THIS!
  • Results
  • Reduced workload, improved accuracy
  • Four years of flawless reconciliation and on-time
    invoicing

4
Part 2 Activities Gone Wild!
  • Problem
  • Ineffective tracking of activities in an
    ambitious SOW
  • Paperwork and filing glut
  • Always playing catch-up
  • Response
  • Activities database
  • All users enter activities in real time, back-up,
    easy filing

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Part 2 Activities Gone Wild!
  • Results
  • Less rushing, less catch-up
  • Time to think ahead time to plan
  • Make adjustments as needed
  • I have a clear picture of where we are at any
    point during the year
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