Day-to-day operations might not carry the same shine as a carefully presented strategic plan but they are essential to that plan’s success. Managing cash flows, facilities, technological requirements are all important aspects of an association’s success.
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Topics in this competency area will help you:
Manage Day to Day Financials
- Monitor cash flows
- Monitor investments
- Track actual revenues and expenses against budget
- Adjust expenses and activities as required
- Communicate financial information to stakeholders
Manage an annual external financial audit or review engagement
- Determine appropriate level of financial assurance needed for organization
- Develop internal process for audit or review engagement
- Develop action plan to address audit or review engagement findings
- Support selection and periodic review of the audit firm
Manage Facilities
- Assess facility
- Conduct facility needs assessment
- Identify opportunities to optimize facility
- Develop action plan for facility management
Manage Equipment
- Conduct equipment inventory
- Conduct equipment needs assessment
- Identify opportunities to improve equipment
Manage Technology
- Identify the organization technological scope of need
- Audit current technology use
- Conduct gap analysis of technology processes
- Implement technological improvements within current infrastructure
- Implement technological improvements beyond current infrastructure
- Establish continuous improvement plan
Develop operational practices
- Define operational practices
- Identify external authorities related to operational practices
- Identify internal authorities related to operational practices
- Document operational practices
- Implement operational practice
Resources in the Mange Operations section are helpful for association executives and staff.