Planning Checklist for Phase Two: Prepare and Plan Products: Implementation assessment and plan, evaluation plan, formal agreement Context and history CRITERIA DECISION An analysis of possible (SWOT) to consider in the development of the new initiative’s action plan has been conducted by the key partners. YES NO Comments: The key partners have considered lessons learned from past CJS initiatives. YES NO Comments: The service delivery model respects the cultural uniqueness of each county/tribe and is adaptable based on local needs if possible. YES NO Comments: Governance The governance structure will have clear roles and responsibilities of each member, including the lead agency/fiscal agent. YES NO NOT APPLICABLE Comments: The governance structure clearly articulates member decision-making responsibilities for goals, objectives, data collection, budget, and future planning. YES NO NOT APPLICABLE Comments: The governance structure sets up conditions for continually improving communications, relationships and outcomes. YES NO NOT APPLICABLE Comments: The organizational structure is adequate to assure proper management of the CJS. YES NO Comments: Conflict resolution is addressed in the governance structure or agreement. YES NO Comments: The oversight committee has the knowledge to evaluate if services are happening as proposed or planned. YES NO NOT APPLICABLE Comments:
Fiscal and service implications The proposed service model strives for increased and effectiveness. YES NO NOT APPLICABLE Comments: The sharing arrangement increases health department capacity to meet national accreditation standards or is neutral. YES NO Comments: There are existing and potential funding streams that can assure adequate and sustainable operational funding beyond 1 – 2 years. YES NO Comments: The implementation plan assures a service level that meets or exceeds current levels of performance. YES NO NOT APPLICABLE IF NEW Comments: The implementation plan assures a quality of service that is satisfactory for expectations of our jurisdiction. YES NO Comments: Flexibility is honored for services that need to be tailored to each jurisdiction. YES NO Comments: Legal sharing agreement The type of agreement is acceptable (Informal, contract for service, MOU, Mutual Aid Agreement, Other). YES NO Comments: The agreement articulates who will have the authority to make decisions. YES NO NOT APPLICABLE Comments: The agreement is clear about who will have the authority for staffing decisions. YES NO NOT APPLICABLE Comments: The agreement articulates who will have the authority to allocate resources. YES NO NOT APPLICABLE Comments: The agreement is clear about how and when a partner can opt out of the agreement. YES NO NOT APPLICABLE Comments:
Legal sharing agreement, continued The agreement articulates the financial commitment of each partner. YES NO NOT APPLICABLE Comments: The agreement, if needed, has gone through appropriate committees and boards. YES NO NOT APPLICABLE Comments: Policies and procedures specific to the shared arrangement have been developed and approved by the members. YES NO NOT APPLICABLE Comments: Legal issues Issues related to personnel and vendor contracts (e.g., collective bargaining agreements, procurement processes, travel policies, residency requirements, information sharing, etc.) have been worked out. YES NO Comments: Liability and insurance issues have been addressed. YES NO Comments: Corporation Counsels, as needed, have been consulted. YES NO Comments: Logistical issues The agreement addresses buildings, space, transportation, other properties and other logistical issues. YES NO Comments: Adequate facilities to house all personnel, equipment and programs within reasonable geographical proximity to the customers for the shared services have been secured. YES NO Comments: Recruitment of staff with the desired expertise in the location(s) needed is progressing as planned. YES NO Comments: Strategic communications pPlan External audiences with whom the partners should communicate have been identified. YES NO Comments: The messages, messengers and communication methods have been articulated. YES NO Comments:
Change mgmt. A change management strategy has been developed for major shared service projects, especially those that impact management oversight, staffing and services. YES NO Comments: Timeline A timeline that includes steps to assure success of the sharing initiative has been developed and approved by the key partners. YES NO Comments: Monitoring An evaluation plan to measure success and effectiveness has been developed and approved by the key partners. YES NO Comments: Members agree upon the metrics to be used to evaluate progress. YES NO Comments: Data collection methods have been identified and implemented to assure the completion of the evaluation plan. YES NO Comments: Adapted from A Roadmap to Develop Cross-Jurisdictional Sharing Initiatives, Center for Sharing Public Health Services, 2013.