Effective Practices for AmeriCorps Grantee Training and Leadership Transition

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Enhance your knowledge transfer and leadership transition practices with key elements highlighted at the AmeriCorps Grantee Training Conference. Explore timelines, funding sources, program documents, technology, and more for successful planning and management.

  • AmeriCorps
  • Training Conference
  • Leadership Transition
  • Knowledge Transfer
  • Funding

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  1. AmeriCorps Advantage: CaliforniaVolunteers Grantee Training Conference, July 2017 Knowledge Transfer & Leadership Transition Practices Eddie Aguero AmeriCorps Specialist AmeriCorps Grantee Training Conference 2017

  2. This session will highlight: Key elements for Knowledge Transfer and Leadership Transition Peer Practices/Discussion Tools and Resources AmeriCorps Grantee Training Conference 2017

  3. Elements of Knowledge Transfer & Leadership Transition Planning Timelines Funding/Match Sources Program Documents/Tools Technology Recordkeeping Performance Measurement/Reporting Member Management/Support Resources/Exiting Staff Knowledge AmeriCorps Grantee Training Conference 2017

  4. Timelines CaliforniaVolunteers Continuation & Re-Compete Applications Due Dates Contracting (Program Start Date) Program Calendar (Check-ins, Reports etc ) National Service Days Host & AmeriCorps Organization AmeriCorps Activities Calendar - Host Organization Activities Calendar Other Grants/Partner Dates School Calendars! Non-CV/CNCS local community activities AmeriCorps Grantee Training Conference 2017

  5. Funding/Match Resources # and Types of Grants Funding Level Match requirements In-Kind Sources Budget Year/Program Year Budgeted/actuals Budget Revisions Finance staff associated with Program AmeriCorps Grantee Training Conference 2017

  6. Program Documents/Tools Agency Policies and Procedures Manual AmeriCorps Requirements CV AmeriCorps Program Specific Documents CV Contract Exhibit D Written Guidance/Memos Transition Plans for All Key AmeriCorps Staff Positions Host Organization Requirements Member Management Forms/Checklists . AmeriCorps Grantee Training Conference 2017

  7. Technology for AmeriCorps Program Computer Hard/Software Phone/Email Protocols Cell Phone Usage/Policies Website Social Network Connections Support Equipment AmeriCorps Grantee Training Conference 2017

  8. Recordkeeping & Sharing CV Contract Requirements - Eligibility - Background Checks - Member/Staff Records System for Member/Staff Records Sharing Key Contractual Items - AmeriCorps Program Design Elements (Program Narrative, budget, diagram, & PMWs) Storage Contract requirements AmeriCorps Grantee Training Conference 2017

  9. Performance Measurement/Reporting CV Contract Requirements Data Collection Processes/PMWs Staff/Member Responsibilities Telling Your Story Continuation/Re-Compete Apps AmeriCorps Grantee Training Conference 2017

  10. Member Management & Support Recruitment/enrollment/exits (eGrants) Training Supervision Criminal history checks Timekeeping and payroll Member files Number and location of members (Program Diagram) Current grievance practices/issues Performance Reviews Special Needs, etc AmeriCorps Grantee Training Conference 2017

  11. Table Exercise Task: Address the following topics (next slide) sharing practices, experiences, and next steps your program can take to address leadership transition and/or knowledge transfer challenges Report Out: One person from each table will report out per the following 4 topics AmeriCorps Grantee Training Conference 2017

  12. Table Exercise Topic 1: How many know your AmeriCorps program has a transition plan? Have you seen it? Topic 2: Share any experience using a transition plan and/or the consequences of not having one. Topic 3: What are your next steps for ensuring your program addresses knowledge transfer and/or leadership transition? Topic 4: Recommendations for resources to assist others??? AmeriCorps Grantee Training Conference 2017

  13. Table Exercise Report Out! AmeriCorps Grantee Training Conference 2017

  14. Resources CV Contract (Exhibits D, H, &?) AmeriCorps, provisions, regulations, FAQs CV Program Officers CNCS Knowledge Network Service Associations Exiting Staff Knowledge/Peer Mentoring State and Regional Trainings Program Management Checklists CV Grantee Central CV Program Continuity Checklist (CV Grantee Central) CV Staff Transition Template (CV Grantee Central) AmeriCorps Grantee Training Conference 2017

  15. Sustainability Planning eCourse Link https://www.nationalservice.gov/resources/americorps/sustaina bility-planning This course defines CNCS expectations for grantees sustainability planning; describes several challenges facing grantees (structure of national service funding/programing and nature of nonprofit work); outlines components of sustainability planning (play books, talent management, and infrastructure); and includes examples of planned and unplanned transitions (retirement of founding program director, change in governor, and natural disaster). AmeriCorps Grantee Training Conference 2017

  16. Wrap-Up Determine where your program is in its knowledge transfer and leadership transition planning process Calendar the updating or creation of transition plans Create/Update written transition plans for all key staff positions Encourage knowledge transfer practices across program management positions Utilize existing resources available to you - Your CV PO, CNCS Knowledge Network, Grantee Central Memorize CV contract Exhibit D AmeriCorps Grantee Training Conference 2017

  17. Q & A AmeriCorps Grantee Training Conference 2017

  18. Thank You For Attending! AmeriCorps Grantee Training Conference 2017

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