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Regulatory Compliance California Dental Association Practice Support Center 866.232.6362 cda.org/compassRegulatory Compliance Checklist This checklist provides an overview of what dental practices
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How to fill out orgcompass:

01
Start by gathering all the necessary information about your organization, including its mission, objectives, and key performance indicators (KPIs).
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Identify the different departments or functions within your organization and map out their roles and responsibilities.
03
Determine the reporting structure and hierarchy within your organization, including the levels of management and their respective decision-making authority.
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Evaluate and analyze the current organizational structure to identify any gaps or inefficiencies. Consider factors such as communication channels, coordination mechanisms, and decision-making processes.
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Use the orgcompass tool to visualize and document your organization's structure. Input the relevant information gathered in the previous steps, including department names, reporting lines, and decision-making authorities.
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Review and validate the orgcompass diagram to ensure its accuracy and completeness. Make any necessary adjustments or refinements.
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Share the orgcompass diagram with relevant stakeholders within your organization, such as senior managers, department heads, and employees. It can be used as a communication tool to enhance understanding of the organization's structure and foster collaboration.
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Regularly update the orgcompass diagram to reflect any changes or developments in your organization's structure. This will ensure its ongoing relevance and usefulness.

Who needs orgcompass:

01
Organizations undergoing restructuring or reorganization can benefit from using orgcompass to visualize and document their new structure.
02
Human resources departments can utilize orgcompass to create clear and concise organizational charts, aiding in talent management and recruitment processes.
03
Managers and supervisors can use orgcompass to effectively communicate the reporting lines and decision-making authority within their teams, promoting transparency and clarity.
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Employees at all levels of the organization can refer to orgcompass to understand the overall structure, roles, and responsibilities within the company, facilitating collaboration and teamwork.
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Consultants or business advisors may find orgcompass useful when providing recommendations or advice on organizational design and efficiency improvements.
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Orgcompass is a financial reporting tool used by organizations to track their expenses, revenue, and budget.
Non-profit organizations and charities are required to file orgcompass for financial transparency and accountability.
Orgcompass can be filled out online or by using a paper form provided by the regulating authority.
The purpose of orgcompass is to provide a clear overview of an organization's financial status and operations.
Information such as income, expenses, assets, liabilities, and grants must be reported on orgcompass.
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