County Trustee Program Guidebook

Project Overview

The goal of this project is to create a comprehensive guidebook for the County Trustee Program. This guidebook will serve as a detailed reference for clients, helping them to train and navigate the various steps involved in the process—from Tax Sale through Surplus Auction. The project will also improve the internal processes and promote consistency across all client counties.

Purpose & Objectives

• Client Support: Provide clear, accessible guidance to clients at every stage of the County Trustee Program.
• Process Improvement: Streamline internal workflows and documentation for efficiency.
• Standardization: Establish consistent procedures across all counties we serve.
  

Scope

The guidebook will cover all stages of the Trustee Program process, from initial Tax Sale through Surplus Auction. Each stage will include detailed steps, required documentation, and best practices.

Guidebook Structure

The guide will be divided into modules corresponding to the various county offices JEM works with. Each module will outline responsibilities, key contacts, job aids, and timelines.

Click on a module below for a direct link to reference materials.

Expected Outcomes

• Increased efficiency and accuracy in County Trustee Program operations
• Improved client understanding and satisfaction
• Consistent communication and process execution across counties
• Centralized resources for staff training and onboarding

Conclusion

The County Trustee Program Guidebook is a vital initiative to strengthen client support and operational excellence. By creating a unified, detailed, and user-friendly guide, JEM will enhance both internal performance and client confidence throughout the County Trustee Program process.