Spreadsheet: 9c54e1e3-b37f-4ce7-99e0-ae689a7fd7db
Sheet: Petition

Scouting's Journey to Excellence
2012 OA Lodge Performance Recognition Program
 | Council name | Southrn New Jersey | Council number | 3.34 | HQ City/State | Millville |  | NJ
 | Lodge name | Te'Kening | Region | NE | Section | NE |  | Yes
 |  |  |  |  |  |  |  | No
Form completed by |  | [NAME] | Phone number | [PHONE] | E-mail address | [EMAIL]
To qualify for recognition lodges must renew their 2013 charter on time with appropriate fees and be in compliance with the current editions of the OA Handbook, Guide for Officers and Advisers, Field Operations Guide, Guide to Inductions, and ceremony books.
Item # | Objective |  | [NAME] level | Silver level | Gold level | [NAME] points | Silver points | Gold points
 | Finance
1 | Fiscal management:  Develop and successfully execute a lodge annual budget. |  | Complete and follow an annual budget approved by the lodge executive committee | Close the year with a positive operating balance (i.e., operate in the black) | Close with an operating balance at least as great as your budget projection
 |  |  | yes | yes | Yes
2 | Contribution to council:  Contribute cash, materials or both to the council. |  | Contribute an average  of $2.00 per lodge member | Contribute the equivalent of $3.50 per lodge member | Contribute the equivalent of $5.00 per lodge member
 | Membership
3 | Membership impact:  Experience positive growth in membership over the previous year. [REQUIRED] |  | Grow membership by at least 1 | Grow membership by at least 1% | Grow membership by at least 3%
4 | Ordeal completion: Complete induction of elected Ordeal candidates. |  | Complete induction of at least 60% of Ordeal candidates or 5% increase | Complete induction of at least 75% of Ordeal candidates or 5% increase over 60% | Complete induction of at least 90% of Ordeal candidates or 5% increase over 75%
5 | Brotherhood completion:  [NAME] eligible Ordeal members to Brotherhood. [REQUIRED] |  | [NAME] at least 30% or 5% increase over prior year | [NAME] at least 40% or 3% increase over 30% | [NAME] at least 50% or 3% increase over 40%
6 | Membership retention:  Improve retention rate of lodge members. |  | Achieve 50%  or a 4% increase over prior year | Achieve 60% or a 4% increase over 50% | Achieve 70% or a 5% increase over 60%
 | Program
7 | Unit elections:  Conduct unit elections in council troops and teams desiring them. |  | Complete elections for at least 90% of requesting units | Complete elections for at least 95% of requesting units | Complete elections for 100% of requesting units
8 | Section and national event attendance:  Attend section and national events. |  | Set and achieve  a  lodge attendance goal at scheduled section & national events | Exceed the lodge attendance goal  by 10% | Exceed the lodge attendance goal  by 20%
9 | Lodge communications:  Maintain active communications within the lodge. |  | Have and follow a written lodge communication plan | Publish a lodge newsletter or update your lodge web site at least quarterly | Contribute to the council newsletter or web site
 |  |  | yes | yes | Yes
10 | Lodge event participation: Improve lodge membership participation at full lodge events. |  | Average at least 10% of lodge membership at all lodge events | Average at least 20% of lodge membership at all lodge events | Average at least 30% of lodge membership at all lodge events
11 | Lodge planning: Maintain an active planning process that guides the lodge program and supports the council strategic plan. |  | Have a written annual plan approved by the Scout Executive | Conduct an annual review and update of your plan in conjunction with a review of the Council Strategic Plan | Have an annual meeting with the Scout Executive to review your updated plan
 |  |  | yes | yes | yes
 | Council service
12 | Council service projects: Complete Scout Executive approved service project(s) on council property and in the community. |  | Complete project(s) equal to at least 2 hours of service per lodge member | Complete project(s) equal to at least 2.5 hours of service per lodge member | Complete project(s) equal to at least 3 hours of service per lodge member
13 | Council camping support: Conduct camp promotion contacts  to council troops and teams. |  | Complete contacts to at least 75% of units or 3% increase | Complete contacts to at least 80% of units or 3% increase over 75% | Complete contacts to at least 85% of units or 3% increase over 80%
14 | Council program support:  Provide OA member staff support for council and district program events. |  | Support 2 council or district events | Support 3 council or district events | Support 5 council or district events
15 | Council designated support: Complete Scout Executive designated program support projects. |  | Complete one project | Complete two projects | Complete three projects
 | Leadership and governance
16 | Lodge and chapter leadership:  Conduct at least one LLD during the year with qualified instructors using current material. |  | Achieve at least 75% of eligible members trained or 3% increase | Achieve at least 80% of eligible members trained or 3% over 75% | Achieve at least 85% of eligible members trained or 3% over 80%
17 | Annual report:  Submit a written  annual report of accomplishments to the council executive board. |  | Written report submitted | Written report submitted and verbal report given to the executive board | Verbal report given by the lodge chief
 |  |  | yes
 |  |  |  |  | Total achieved
 | Award level: |  |  |  |  |  | Grand total
Journey to Excellence, the new performance recognition program adopted by the BSA in 2011, changes the basic way we measure and recognize success by moving away from measuring process and toward measuring performance. To be aligned with the BSA and to capitalize on this best practice used in the corporate performance measurement field today, the Order of the Arrow is adopting the Journey to Excellence format to evaluate lodge performance and evaluate opportunities for continuous improvement. Below is specific information to help you understand the criteria and exactly what data will be used to determine the three levels of performance. In planning your strategy, use actual numbers from the previous year to guide your performance improvement goal-planning.
Scoring the Lodge's performance
 |  | To qualify for silver or gold points within an individual criterion, a lodge must have completed the lower level criterion (e.g., to qualify for silver level in item number 1, a lodge must have completed the bronze level in that item)
 |  | To determine the lodge’s overall performance level, the council will use the above matrix to determine the points earned in each of the 17 individual criteria, circle the criteria completed,  add the scores in each column to determine the points earned at each award level, then add the three column scores to obtain the Grand Total points earned.
 |  | Overall award levels are determined as follows using the grand total points earned:
 |  | - Bronze = at least 800 grand total points plus have completed at least bronze performance in 10 criteria, two of which must be objectives #3 and #5
 |  | - Silver - at least 1100 grand total points plus have completed bronze performance, including items #3 and #5, in at least 12 criteria
 |  | - Gold = at least 1400 grand total points plus have completed bronze performance, including items #3 and #5,  in at least 15 criteria
Note: In cases where an individual criterion states for example “Achieve 60% retention or a 4% increase over 50” the award level can only be achieved in reference to the previous year’s performance in that area. In this example, if the lodge achieved 50% retention in the previous year, achieving 54% would be required to qualify them in this area in the current year. If they then achieved 54% in the current year, they would have to achieve at least 58% in the next year to qualify.
Amplifying instructions keyed to item numbers above:
2.    Contributions are to be in either cash (e.g. an FOS contribution to the council) or materials. In the case of materials, the value should be determined on the basis of current market value or the value determined by the Scout Executive.
6.   To determine retention, take current year total membership less current year Ordeal inductions times 100 and then divide by prior year total membership. For example, ((2012 total membership less 2012 Ordeal inductions) x 100) ÷ (2011 total membership). All numbers are to be taken from the respective lodge charter renewal applications.
7.    All troops and teams must have been contacted and given the opportunity to request an election.  Election teams must be trained, all team members in proper uniform during each unit election, and team members must be from units other than the one for which the election is being held.
8.    Lodge representation at all national events is not required. The intent of this criterion is to encourage lodges to set and meet a goal for participation in as many national events as they can support. Attendance at an OA High Adventure program qualifies under this item. Recognizing that quotas to section and national events can vary from year to year, each year’s goal should be set such that the lodge leadership considers it more challenging than the previous year’s goal.
10.  To determine lodge event participation, add the attendance of all events where all lodge members were invited to attend (e.g., fellowships and lodge banquets), then divide by the number of events to get an average attendance number. Divide that number by the total lodge membership to determine the overall average percent of the lodge in attendance.
12.  At least one council project and one community service project must be conducted and a written report of each project included in the lodge annual report.
13.  What constitutes an acceptable contact under this category is determined by the Scout Executive or the council’s camping committee if delegated by the Scout Executive.
15.  Scout Executive designated projects are to be developed during a meeting with the lodge Key 3 with consideration for both the current local council and national Order of the [NAME] strategic plans.  Example projects are listed below.
16.  LLD courses must be conducted with qualified instructors and using current LLD materials (see www.oa-bsa.org) to train lodge and chapter committee chairmen and their advisers. Eligible participants include elected and appointed youth mebers of the LEC and their advisers.
Examples of item 15 - Council Scout Executive designated Council support projects:
 |  | In addition to the contributions in item 2, the lodge is to make a minimum contribution of $1,000 to the council endowment fund through the award of a [NAME] to a deserving member of the lodge.
 |  | The lodge is to publish [update] a Where to Go Camping pamphlet, CD, or information published on the council or lodge website.
 |  | The lodge Key 3 is to meet with the Scout Executive at least quarterly to discuss progress in the lodge.
 |  | The lodge is to provide manpower, resources, and/or program assistance in support of the council Cub Scout outdoor program.
 |  | The lodge is to provide support to a minimum of ten Cub Scout crossover ceremonies.
 |  | At least one adult and two youth are to attend a National Lodge Adviser Training Seminar (NLATS) and a National Leadership Seminar (NLS) respectively.
 |  | The lodge is to create and activate an OA Mentoring Program within the council.
 |  | At least one lodge member is to attend an OA national high adventure program.
 |  | The lodge is to recruit XX lodge members to serve as summer camp staff.
Note: the above project list is provided only as an example of possible projects to consider. Actual projects assigned are entirely at the discretion of the Scout Executive.