A thorough process has been laid to identify the fiscal health of a district and leverage the necessary tools to return it to where is should be.  Our process includes:

Discovery, Forecast, Gap Analysis, Report Out, and Execution.

• Identify historical financial trends.
• Develop Key Performance Indicators (KPI’s) to identify best financial metrics to look at.
• Develop ratios, primarily relating to revenues and expenses to identify the “sweet-spot”.
• Conduct one-on-one, hour long interviews with elected officials (EO’s) and department heads.

• Utilizing our proprietary tool, Munetrix, we are able to forecast top-down long- term financial forecasting.
• Local Units can use their own data or utilize Munetrix “AutoCalc” which calculates forward looking forecasts using published– Automatically.
• Since Local Units have minimal control over most key indicators, Autocalc provides and easy way to manage the numbers.
• Autocalc is typically best approach as communities minimal control of key performance numbers.

• Comparing historical Year-over-Year (YOY) as well as forecasted performance, a “Sweet-Spot” is developed from a ratio of revenues and expenses.
• Fund balances, debt, long-term capital requirements, etc. are used to determine the“real picture” for the organization.
• Compare your “Sweet-Spot” to actuals and future forecasts, determining the size of the gap.

• A PowerPoint presentation is developed that takes all the data and trends found during discovery phase and compiles it in an easy to understand format for review with the EO’s.
• During the meeting with EO’s, we graphically explain the dynamics of the old normal to the new normal. We even overlay trend revenues to published property evaluation estimates going out five yearsto clearly illustrate the situation. This report out provides a clear and concise tool to get everyone on the same page.

• The Kittle Group works through a disciplined strategic process that allows the Local Unit the chance to define their mission, vision, and values. We also identify all services and prioritize core vs. non-core. Topics for discussion will include: expectations and demands of residents as well as identifying your top goals, prioritize them and selecting the top 5 that should be addressed.
• A tight execution process will be identified giving you the tools to do it on your own or allowing us to continue to help facilitate. The entire process is driven around finding efficiencies and creating value.