Let me begin by thank you for agree to discuss the matter of dual reporting, its challenges and possible solutions. Because I came to Cornerstone after its creation, I can only make an educated guess as to the reasons the dual reporting system currently exists. I suspect the goal was to maintain adequate staffing while simultaneously providing a compromise for Oklahoma and Arkansas credit unions that might have feared elimination of a local presence. While perhaps necessary during the league’s formative months, the organization has evolved to the point that this system is no longer necessary or advisable. After nearly two years as a consolidated organization, it is evident the dual reporting concept is administratively cumbersome and difficult
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Solutions
If the dual reporting system were eliminated many, if not most of the previously stated challenges could be eliminated report exclusively to one manager many of these issues could be eliminated. I propose the following structure:
Events/CU House Manager - report exclusively to Vice President of Training and Events. This would include work assignments, evaluation, payroll and all items related to employee management. Related costs would shift to the training and events department.
Certain aspects of Credit Union Management would remain in Oklahoma City. Since the facility is owned by a separate entity (Credit Union House LL), the President of the Oklahoma Association would serve as primary liaison to the board of trustees. General operating costs such as utilities, minor maintenance costs, etc. would remain within the association budget.
The training and events department would assume responsibility for promoting, scheduling, pricing, event contracts and related cost such as linen and table rentals. The only exception being advocacy related events such as political fundraisers, receptions, meetings, etc. Scheduling, pricing and other related details would fall under the purview of the association
Solutions
If the dual reporting system were eliminated many, if not most of the previously stated challenges could be eliminated report exclusively to one manager many of these issues could be eliminated. I propose the following structure:
Events/CU House Manager - report exclusively to Vice President of Training and Events. This would include work assignments, evaluation, payroll and all items related to employee management. Related costs would shift to the training and events department.
Certain aspects of Credit Union Management would remain in Oklahoma City. Since the facility is owned by a separate entity (Credit Union House LL), the President of the Oklahoma Association would serve as primary liaison to the board of trustees. General operating costs such as utilities, minor maintenance costs, etc. would remain within the association budget.
The training and events department would assume responsibility for promoting, scheduling, pricing, event contracts and related cost such as linen and table rentals. The only exception being advocacy related events such as political fundraisers, receptions, meetings, etc. Scheduling, pricing and other related details would fall under the purview of the association