Chapter 12 — Action plan and next steps
Lesson map
Lesson 12 published. Map, example, EX056.
flowchart TD
N0["Learning outcomes"]
N1["12.1 Progress review"]
N2["12.2 The household definition"]
N3["12.3 One-year plan"]
N4["12.4 Sustaining governance"]
N0 --> N1 --> N2 --> N3 --> N4
N4 --> EX["Worked example"]
EX --> Q["Exercise EX056"]
Logical drawing
flowchart LR
N0["Learning outcomes"]
N1["12.1 Progress review"]
N2["12.2 The household definition"]
N3["12.3 One-year plan"]
N4["12.4 Sustaining governance"]
N0 --> N1 --> N2 --> N3 --> N4 --> Q["EX056"]
[Learning outcomes]
|
v
[12.1 Progress review]
|
v
[12.2 The household definition]
|
v
[12.3 One-year plan]
|
v
[12.4 Sustaining governance]
|
v
[Worked example] --> [Exercise EX056]
Learning outcomes
You will (1) review progress against goals; (2) write a one-year action plan; (3) sustain governance after the course.
12.1 Progress review
Grace reviews her goals. Northbank now knows what data it holds and where, roles are assigned, client data are better protected, donor duplicates and consent records are improved and trustees receive regular reports. One goal remains incomplete: all six food banks using one household definition. Four have adopted it; two still use their own. She records the evidence for each goal and the reasons for the gap. She shares the review with the trustee overseeing data before the board meeting, so the remaining gap is not a surprise to anyone.
12.2 The household definition
Grace visits the two food banks. Their leads explain that their referral partners count households differently, and changing forms is slow. Grace agrees a transition: both banks record the agreed definition alongside their old one for three months, then switch. She notes that some changes take longer because they depend on partners, and that a planned transition is better than forcing a sudden change that breaks partner relationships. Both leads agree to the transition, and Grace schedules a visit at the end of the three months to confirm the switch.
12.3 One-year plan
Grace writes a one-year plan: complete the household definition change, finish consent reconfirmation, automate referral deletion, run two inventory reviews, provide refresher training for volunteers and test the incident procedure with a practice exercise. Each action has an owner, a date and a measure. The trustees approve it. Mr. Nowak notes that plans with owners and measures are much more likely to be completed than general intentions. Grace adds the plan's actions to the governance calendar and reviews progress with the trustee each quarter.
12.4 Sustaining governance
Grace reflects that governance at Northbank depends on routines: monthly checks, quarterly access reviews and reports, inductions and leads meetings. She documents these in a calendar so they continue if she leaves. She plans to keep learning, starting with privacy, since client data are central to Northbank. The next course in this area turns to privacy and data protection, where governed data meet the rights of the people they describe. She thanks Mr. Nowak and her classmates, whose questions helped her see Northbank's data more clearly.
Worked example
Grace reviews goals with one incomplete, agrees a three-month dual-recording transition for two food banks, writes an owned one-year plan approved by trustees and documents routines in a governance calendar.
Synthetic case. The plan is synthetic.
Errors and limits
Governance that depends on one person's memory stops when they leave.
Exercises
- EX056 — Incomplete goal. Which goal remained incomplete? Rubric: 3 = one household definition at all six banks;; 2 = partly correct;; 1 = vague;; 0 = none.
- EX057 — Banks adopted. How many food banks adopted the definition? Rubric: 3 = four;; 2 = partly correct;; 1 = wrong;; 0 = none.
- EX058 — Transition length. How long is the dual-recording transition? Rubric: 3 = three months;; 2 = partly correct;; 1 = wrong;; 0 = none.
- EX059 — Plan test. What exercise does the plan include? Rubric: 3 = a practice incident exercise;; 2 = partly correct;; 1 = vague;; 0 = none.
- EX060 — Continuity tool. Where are routines documented? Rubric: 3 = a governance calendar;; 2 = partly correct;; 1 = vague;; 0 = none.
Continue studying — lesson 12 (chapter 12 of 12)
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