program monitoring checklist

Program Monitoring Checklist

This checklist is a collection of action items that we recommend completing on a regular basis in order to keep your data collection efforts running smoothly.

	Action	Instructions	Suggested Frequency
	Identify and communicate with members that have overdue timesheets	tracking and following up with reporters with overdue timesheets	Weekly / Bi-Weekly
	Identify and communicate with supervisors that have timesheets pending their review	tracking and following up with timesheet supervisors who need to screen timesheets	Weekly / Bi-Weekly
	Run a report for some quick timesheet stats	exporting reporter profile + limited timesheet data (to Excel)	Weekly / Bi-Weekly
	Update member timesheet settings as needed. If using Finish Line Status, it is essential that members' personal start & end dates, blackout days, and time off calendars are accurate and up to date.	assigning reporters to their timesheet settings	As needed
	Run a program-wide timesheet report to identify members that are falling behind and make plans to intervene	Timesheets: Reports - Timesheet Totals	Monthly
	Archive exiting members	archiving, restoring and deleting reporters	As needed
	Review member files for completion	exporting reporter profile data to Excel (and creating reporter segments)	Daily / Weekly during onboarding and exiting; Monthly / As Needed during service year
	Identify and communicate with members that have overdue surveys	completion tracker	Weekly / Monthly