Putting the elation in reconciliation

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Putting the elation in reconciliation

• A case study in fiscal and program accountability

Presented by Steve Baldwin, MS, RD Project
Director, Hawthorne School District Network for a
Healthy California
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Part 1 Oh ya? Reconcile THIS!

• Problem
• We cannot meet your deadlines.
• Too much to reconcile in 30 days.
• Solution
• Put the team together, brainstorm
• Reconcile monthly!

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Part 1 Oh ya? Reconcile THIS!

• Results
• Reduced workload, improved accuracy
• Four years of flawless reconciliation and on-time
  invoicing

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Part 2 Activities Gone Wild!

• Problem
• Ineffective tracking of activities in an
  ambitious SOW
• Paperwork and filing glut
• Always playing catch-up
• Response
• Activities database
• All users enter activities in real time, back-up,
  easy filing

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Part 2 Activities Gone Wild!

• Results
• Less rushing, less catch-up
• Time to think ahead time to plan
• Make adjustments as needed
• I have a clear picture of where we are at any
  point during the year