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XE4 offers unique "smartsheets"
- Excel spreadsheets that perform as a management information system
- for non-profit and donor
organisations and the public benefit. Errol Goetsch’s software is
intended for building managerial capacity to achieve operational and
strategic excellence, sustainability, and win respect, loyalty and
trust for the individual and organisation. The software is
open-source in MS-Office and increasingly OpenOffice versions.
Whether you are an NGO, a
company or donor, you probably need to collect a lot of data with
inadequate time, resources and skills, and often within difficult
circumstances. XE4 software is always economical in resources,
efficient in time and effective in use, so you can report your
performance and impact quickly enough to be on time and richly
enough to be useful.
For Transparency,
Accountability and Sustainability
Many organisations
struggle to capture their operational data on the fly, and convert
them into strategic wisdom and quality reports. This Excel
spreadsheet fetches info automatically from project or programme
staff and has full reports for Finance, Programme and Strategy
managers. Crucially, it gives organisations a new and powerful way
to demonstrate their force, reach, visibility, transparency,
participation, impact and value.
Sustainability Management Toolkit
NGO's / NPO's cannot price like a business
or tax like the government. To this weakness in their Finance, NGO's
/ NPO's all too often add defects in their Human Resources, Marketing and Operations. These defects are self-inflicted: short cuts, stop gaps, or plain flaws in selecting or managing staff, describing jobs, allocating resources, buying materials, running projects etc. These problems can tip the organisation over, costing jobs and funding, and frustrating the goodwill of donors and communities. Avoiding self-inflicted wounds is the process of sustainability management and depends on exploiting the opportunities open to the organisation. The toolkit is a set of Word documents and Excel graphs driven by questionnaires for each function that measure performance in the areas that matter. Combining sophisticated "back-end" and straight-forward "front-end" technology, even IT novices can complete their questionnaires and get instant feedback on what to do and where to act first.
Operations Toolkit
Actions speak louder than words. Using the first day's outputs as its inputs, the second day divides the group into teams that develop and propose action plans "to start next Monday". This is the process of operations planning and depends on agreeing the practice of the organisation. The day begins with agreeing aspirations - what is needed and what should be done - and approach - how to develop and present plans. The groups divide along structured lines, and are monitored and mentored to produce action plans that are sound yet ambitious. The day ends with commitments that give individuals tasks they can do, that connect them to the higher purposes of corporate governance, excellence, sustainability and making a difference. The toolkit comprises findings and presentations as documents in Excel and Word that are enduring take-aways from the workshop.
Strategy Toolkit
The long march of sustainability begins with a first step - unity of purpose. To take this
step, the organisation must overcome differences of opinion, conflicts of interest, disagreement or uncertainty over what to do, and why. This is the process of strategy development and depends on knowing the theory of the organisation. We offer a one-day strategy workshop that packages insights that employees know (or happily accept) into a framework of common reference and develops a language that Board and Staff members can share. The insights together with the language mean that workers, managers and directors can begin to agree on why the organisation exists, what its inputs, outputs and outcomes need to be, and decide who must do what, what with, what for, if, where and when. The toolkit comprises findings and presentations as documents in Excel and Word that are enduring take-aways from the workshop.
Programme Management Toolkit
To dream and plan is nothing without the deed. The organisation needs to know and show that its programmes are on track. This is the process of operations management and depends on tracking the performance of programmes and partners against target. The toolkit is a set of Word and Excel files that ask the questions that capture programme essentials, carry the answers necessary to understand the organisation's portfolio as well as individual programmes, and then produce the reports for project partners, managers, directors and project funders.
Annual Report Toolkit
All organisations have stakeholders that need information. Our Annual Report combines the above into a document that reflects the roles and performance of the Finance, HR, Marketing and Operations departments within the needs for Corporate Governance and Sustainability. The workshops above satisfy the one challenge: knowing what to report on, and to who. The toolkits satisfy another: assembling the facts to report, together with what they mean. The Annual Report answers the King Code on Corporate Governance by understanding and addressing the organisation's stakeholders, and follows the GRI guidelines on sustainability reporting. The process of writing the report also trains employees on their roles, the purpose of their department, and brings together the detail into the "big picture". The toolkit comprises templates in Word and examples that guide high-performance annual reporting on corporate citizenship, sustainability and corporate social investment.
FOR
HIV/AIDS PROGRAMMES
AIDS Programme
Toolkit
HR managers want their AIDS
workplace programmes to succeed. However, a lifestyle change
programme is the most complex, and most challenging, exercise the
company can face. This set of Excel tools offers templates and
guides for designing, delivering and demonstrating successful
prevention, treatment and care programmes. Intended originally to
help organisations win funding for their workplace programmes, the
toolkit addresses the problematic quantitative and qualitative
challenges HR and EAP officers face. Especially, the toolkit helps
HR managers “mainstream” their work.
KAP Survey
KAP surveys are essential to
prepare the way for customised leadership training and peer
education. However, most KAP surveys are high in cost and low in
value. This Excel-based KAP survey tool is a fully-automated
system that supplies the questions for the answers HR managers
need and has the built-in reports the HR manager wants.
Leadership Training
Managers cannot support
workplace programmes they do not understand. These tools allow HR
Managers to plan, schedule and implement high-quality training for
the organisation’s leaders and managers, and comes equipped with a
best-practice curriculum.
Peer Education / VCT Register
Peer Education is the
strongest workplace behaviour change programme for reducing the
risk of HIV/AIDS. It offers the best chance for an effective
prevention programme that is economical and efficient. However,
success depends on a quality curriculum supported by inspired peer
educators matched to structured groups with good scheduling, low
absenteeism and high VCT. These tools help participants perform at
their best and HR Managers to report the impact and manage the
programme.
Treatment
Register
To give HIV+ staff the best
treatment they can within the limited time they have, occupational
health nurses need good case histories that protect patient
confidentiality. Nurses also want to report their caseload to the
company. This Excel-based treatment database covers a range of
AIDS prevention, treatment, symptomatic and counselling
interventions, with some important innovations. Disclosure by the
patient – essential for longer and happier life – is monitored.
The effectiveness of different medication is reported, helpful for
clinical trial purposes. Management reports are built-in and
automated, meaning nurses can focus on their patients and save on
administration. |
