Form - Annual Program Appraisal

One appraisal per program, completed by the program manager with the team, due March 15 for an April to March fiscal year (two months before the budget submission where the municipality’s cycle is earlier), presented to the senior leadership team and received by the management review (06 Program Improvement Teams section 10; Management Review section 4). It is also the exhibit a CFAI peer team expects for the “formal and documented program appraisal, at least annually” indicators (CPSE, 2019, criterion 11B.6 and the Category V closing indicators such as 5E.3 and 5G.2), so a department pursuing accreditation writes it once for both purposes. Six to 12 pages plus the budget worksheet. Writing conventions: present tense for the description; every continuous quality improvement item tied to the audit category, the CFAI indicator where one applies, and the register ID; status tags in capitals at the start of each bullet (COMPLETED, IN PROGRESS, ONGOING, ON HOLD, FIRST DRAFT COMPLETED, CANCELLED); quarter and year on every plan statement; SWOT cells of three to six words; people by role; stakeholders by organization type.

Narrative, present tense: what the program is, who runs it (team composition by role, including standing consultants), what it covers (stations, modules, career and volunteer), what standards and the applicable regulation it is assessed against (see J01 OHS Legislation, Regulator and Enforcement and the program’s other topic pages in 00 Jurisdiction Index), the outcome statement from the charter, and how the program is delivered day to day.

One sentence per audit item or CFAI indicator scored below 3 or not met: “The program plans to {{Action}} by {{Quarter}} {{Year}}.”

Five-year outlook (three to five lines): where the program should be, what has to be true for that, and what decisions the senior team needs to make this year.

Development and succession status: understudy acted this year (Y/N); members’ development plans reviewed (Y/N); rotation rule met (Y/N); capability gaps.

Attach the completed Form - Program Team Budget Worksheet (the 14 lines of the owner’s model: current fiscal year actual or forecast, next fiscal year request, and years two, three and four, each figure with its basis). Its annual totals are the appraisal’s financial section; the appraisal does not carry a second table, so the two never disagree (06 Program Improvement Teams section 11).

Safety-critical items in this worksheet that, if not funded, leave a legal duty unmet or a critical control absent (listed plainly for the management review’s section D and the council report):

This chapter relies on the following legal requirements, which differ by province and territory. Check your jurisdiction’s section on each topic page before adopting it.