Identify and preview options. Create cost analysis to determine if feasible and incorporate into budget

Expect a 3-6 month roll-out. Double the cost and twice as long. Get the pre-work complete, audits done, and merge of all GLs. ERP system may include inventory system.

Review and update internal processes to ensure all aspects of the finance department are functioning at high capacity.

Continue to enhance process created earlier in the year where Directors review billings prior to submission. Create billing template to ensure all expenses are categorized and added to billing. Leverage new system to incorporate changes

Review existing platforms and identify opportunity to merge platforms and create cosistency across different programs. Identified an essential software program that needed to be overhauled. Work with developer to create a new database system. Identify and present to other stakeholders that may be willing to either cost-share in development or purchase post-development.

Identify possible funding sources to pay for this much needed community resource

Create a dynamic dashboard

We look at dashboard twice a month to make sure everything is on track)

Should be asking when people are reporting info for their dashboards, “what did we learn from these outcomes” Goals need to be “measurable and controllable”. What is the activity to get to that goal.