CGMA Offboarding Survey
1.
Which position are you offboarding from CGMA?
Representative
Assistant Representative
Senior Case Manager
Regional Field Advisor
2.
What type of Rep Site were you assigned to?
Large operational shore unit (Sector/Base)
Cutter
Training Center
Air Station
District/Area/HQ
Other (please specify)
3.
Was this the first time you served as a CGMA Representative?
Yes
No
4.
Did you receive any training or preparation from your predecessor when you assumed the role?
Yes, I received good training.
Yes, but only a little during the actual handover.
No
Other (please specify)
5.
Did you feel you had enough knowledge about CGMA to be an effective Rep?
Yes
No
Other (please specify)
6.
Did you assist in the CGMA Annual Campaign process?
Yes
No
7.
How long did you serve as a Representative?
Less than 6 months
6 months to 1 year
1-2 years
2-3 years
8.
What source(s) did you use when you needed help with CGMA duties? (select all that apply)
CGMA website
Desk Guide
Operating Manual
CGMA HQ staff
Frequently Asked Questions (FAQs)
Another CGMA Representative
9.
What was the most difficult part of being a Representative / Asst Representative?
Making time available to meet with clients.
Managing case applications and documentation.
Using netFORUM.
Determining what program, the client should apply for.
Helping clients with their Personal Budget Form.
Understanding CGMA policies and procedures.
Other (please specify)
10.
Would you be willing to serve again in the future as a CGMA Representative?
Yes
No
11.
Did you transfer duties to your replacement in-person?
Yes
No
12.
Did you provide CGMA orientation and training to your replacement?
Yes
No
13.
Did you have routine access to Command Cadre?
Yes
No
14.
As a CGMA Representative or Assistant Representative, did you provide frequent updates to the command to keep them informed on CGMA assistance to the Rep Site and how it helped members?
Yes
No
15.
On average, how many assistance cases did you handle each month?
0-1
2-5
6-10
More than 10
I did not handle any assistance cases.
16.
As a CGMA Representative or Assistant Representative, did you encourage members to start allotments for CGMA?
Yes
No
17.
Did you complete the initial Onboarding Checklist?
Yes
No
18.
Did you complete the CGMA Representative Training modules and lessons?
Yes, I completed all the modules.
I completed some of the modules as time allowed.
I only completed a few of the lessons and job aids.
I did not do any of the training.
I did not know there were training modules available.
19.
Did you find the training helpful for your CGMA role and responsibilities?
Yes
No
20.
What additional training topics do you feel are needed for CGMA Representative and Assistant Representative duties?
21.
Do have any recommendations on how to improve CGMA processes to make it easier to administer loans and grants?