Timetable for Reporting, Portfolio Days, Training & Payments

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Monthly Portfolio Meetings Online

We host monthly meetings on Teams for both coordinators and programme managers. These provide a forum for everyone to share information, ask the community for ideas or support and improve the intandem programme. Both provide an safe space to share opportunities and challenges openly with trusted colleagues.

Coordinator Teams call – typically held on third Tuesday of the month at 11am.

Manager Teams call – typically held on the last Thursday of month at 11am.

Please ask Debbie, Susie or Christine for the link to join.

Portfolio Days and Training Days

We aim to get together in person as a whole portfolio at least twice a year, generally in May and September.

We also try and offer additional training sessions for coordinators depending on emerging developments and availability, for example in the past we have provided a session on loss and bereavement.

Reporting

Reporting is quarterly to meet the requirements of our main funder, Scottish Government. We produce a light report in the first and third quarters of the year and provide more depth and insights in the second and final quarters.

An external report using data gathered by partners from the intandem community (young people, families, volunteers) is produced in March each year.

We ask that quarterly reporting information is provided quarterly, usually at three weeks before the award payment is made. For example, we will ask for a report before 9th April in order to make a  funding payment to you before the end of April.

Quarterly reporting usually involves three elements:

  1. Updating details of referrals and matches within Viewpoint
  2. Completing a Salesforce report using an online link. Here is  sample of the form intandem Quarterly Review Form
  3. Providing details of the actual expenditure incurred against the budget agreed at the start of the funding year. This information is usually not available until later in the reporting month.

More details are available in the following pages.