This document contains guidance, and required actions, for Branch and Divisional Secretaries prior to the transition into NDP. As a Region transitions into NDP each branch will move on a set week - you will have been provided with this timetable approximately 1-2 months before the move.
Key Information
- Under NDP all casework and caseworkers will be supported by the Regional Office and not by Branches/Divisions. We greatly appreciate your support in ensuring a smooth transition, especially for cases that will still be live over the period of change, so that beneficiaries to do feel any impact.
- Regardless of the move it is caseworkers who remain the main point of contact for the beneficiary, with direct support from the Regional Office.
- The Branch/Divisional Treasurer has been provided guidance regarding the financial side of transitioning.
Preparation Actions
As the Branch/Divisional Secretary we would ask that you work with your Treasurer and Regional Office to organise the move of all ongoing casework by completing the following actions:
- If you, or any of your Caseworker volunteers, are holding hardcopy casework files or other client personal information please speak to your Regional Manager who will provide you with guidance on how to destroy the information, or store the information on Mosaic if relevant, in accordance with GDPR.
- Please request that caseworkers have updated all cases to the extent that they can and support where necessary.
Please ensure that the Regional Office are asked to close all cases that have reached that stage. - Support your Treasurer in carrying out the requested actions they have been provided with, in relation to ensuring all monies are correctly allocated to a case.
- Please provide your Regional Office with a list of all cases that will be live at the point of your branches transition into NDP, providing relevant information on the status of each case.
- Please work with your RM inform all relevant stakeholders who may need to know of the change in casework leadership.
- O365 will be closed for most volunteers (Branch Execs and volunteers who also hold other roles in some other SSAFA services will be identified and retain O365), four weeks after transition into NDP. Please support you Caseworkers should they have queries regarding if information needs to be kept in any capacity. Guidance on this can be found here.
Queries and Support
Your Branch Chair should be able to help with any queries.
Your Regional Office and your Regional Manager will also be able to support.