GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED · 2017-12-12 · GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 3...
Transcript of GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED · 2017-12-12 · GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 3...
GIVE. ADVOCATE. VOLUNTEER.
LIVE UNITED
Measurable Impact 2017 San Antonio, Texas
November 9, 2017
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 2
You unlock this door with the key of imagination. Beyond it is another dimension—a dimension of
sound, a dimension of sight, a dimension of mind.
You're moving into a land of both shadow and substance, of things and ideas.
You've just crossed over into the Performance Measurement Zone.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 3
Objective
• Review moving from seven areas of focus to investing in education, financial stability, and health.
• Identify the difference between activities/outputs and outcomes/indicators and the relationship between the two.
• Develop performance measures that clearly identify the impact we want to track and measure.
• Identify the appropriate tools that will ensure we are collecting the performance measures we want to track and measure.
• Create examples of messaging that clearly demonstrate our impact.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 4
Introductions
Introduce yourselves to each other, including:
1. Your name;
2. Organization;
3. Your current performance measurement procedures.
Someone take note of the performance measurement discussion and be prepared to share with the larger group.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 5
Performance Measurement Trail
Funding Agencies
Identifying Focused
Areas
Funding Programs
Outcome Measures
Community Investment
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 6
Conversation
Working at your tables, identify your organizations’ early “focused care areas” or primary areas of focus.
1. What are the similarities across organizations?
2. Any major differences?
Be prepared to share your discussion with the larger group.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 7
Focused Care Areas
We had seven focused care areas:
• Helping Our Children • Guiding Our Youth • Strengthening Our Families
• Supporting Our Seniors • Turning Disabilities into Abilities • Providing Emergency Assistance
• Improving Our Community’s Health
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 8
Performance Measurement Trail
Funding Agencies
Identifying Focused
Areas
Funding Programs
Outcome Measures
Community Investment
Common Areas of Interest & Community Wide Outcomes
• Increase parental involvement with children’s education to promote academic achievement
Parental involvement with their child’s
education • Improve parents/guardian ability to provide a
stable and nurturing home environment Parental stress related
to family pressures
• Increase children’s readiness for school Child development and school readiness
• Provide effective learning experiences to promote school readiness and school performance
School performance
• Keeping our children safe Family safety
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 9
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 10
Helping Our Children 16 Performance Measures
1. Increase or maintain family involvement with child’s education
2. Increase parent/guardian awareness of early childhood development skills
3. Decrease parent stress regarding child care
4. Increase parent’s comfort with child care
5. Increased ability of parents to obtain and maintain employment
6. Increase parental awareness regarding community resources
7. Increase age-appropriate developmental performance and health indicators
8. Improve gross/fine motor skills
9. Improve social skills
10. Improve age-appropriate behavior
11. Increase readiness for kindergarten through pre-k program participation
12. Improve or maintain academic attendance
13. Improve or maintain academic performance
14. Increase or maintain children’s physical safety
15. Increase children’s knowledge and skills to protect themselves
16. Increase parent’s knowledge and skills to protect their children
Area #1: Parental involvement with their child’s education
Summary of Outcomes:
1. Increase or maintain family involvement with children’s education
2. Increase parent/guardian awareness of early childhood development skills
Community Wide Outcome: Increase parental involvement with children’s education to promote academic achievement.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 11
Rinse and Repeat
Guiding Our Youth • 7 common areas of
interest and community wide outcomes
• 23 performance measures
Strengthening Our Families • 7 common areas of
interest and community wide outcomes
• 84 performance measures
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 12
Rinse and Repeat
Supporting our Seniors • 5 common areas of
interest and community wide outcomes
• 16 performance measures
Turning Disabilities into Abilities • 5 common areas of
interest and community wide outcomes
• 38 performance measures
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 13
Rinse and Repeat
Providing Emergency Assistance • 4 common areas of
interest and community wide outcomes
• 13 performance measures
Improving Our Health • 4 common areas of
interest and community wide outcomes
• 36 performance measures
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 14
Summary
• 7 focused care areas
• 37 common areas of interest and community wide outcomes
• 226 performance measures
What could possibly go wrong?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 15
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 16
Performance Measurement Indicators & Tools
• Attendance
• Surveys
• Tests
• Self Report
• Case Management Records
• Observation
• Assessments
• Screening Tools
• Health Records
• Behavioral Inventory
• School Records
• Questionnaires
• Participation
• Medical Records
• Task Analysis
• Case Plan Reports
• Client Records/Files
• Satisfaction Surveys
• Logs/Sign In Sheets
Is This Too Complicated?
• Performance measures with no identified indicator and/or measurement tool.
• Which program is tracking which performance measure?
• The tools are just recommendations.
• What are the results of our efforts?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 17
Performance Measures Database
• We designed and implemented an Access database where we could record the performance measures, indicators, measurement tools, and results.
• The purpose of this database was to allow us to “roll up” the submitted data and look for commonalities.
• This data would be used to help us modify performance measures as needed.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 18
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 19
Conversation
Working at your tables, discuss the following:
1. What do you think the data from the performance measurement database revealed?
2. What do you think a logical next step would be depending on what the data told us?
Be prepared to share your discussion with the larger group.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 20
Oh, well…
• Our performance measurement database was accidentally deleted by an inept IT director.
• The database could not be recovered.
• Years of data entry was gone.
• We didn’t get the chance to extract or study the data.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 21
Standardized Performance Measures
• We have been actively reporting performance measures to the community for over ten years.
• There was great diversity in reported performance measures making it difficult to report the true impacts of our collective work.
• Standardized performance measures will allow us to continue measuring results of funded programs and formulate a clear message to our community.
• Standardized performance measures will demonstrate how programs contribute to community level impact.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 22
Conversation
Each table will be assigned a focused care area with corresponding performance measures.
Working at your tables, develop a list of standardized performance measures for your assigned area.
Be prepared to share your discussion with the larger group.
Helping Our Children
1. Increase/maintain parent/guardian involvement with children’s education to promote academic achievement.
2. Improve parent/guardian ability to prove a stable and nurturing home environment.
3. Increase children’s readiness for school.
4. Promote school performance through effective learning experiences.
5. Keeping our children safe.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 23
Guiding Our Youth
1. Increase/maintain skills and knowledge that support academic success.
2. Improve job readiness to successfully pursue a career.
3. Increase commitment to the community through service.
4. Increase/maintain the health and wellbeing of youth.
5. Increase youth’s ability to have positive relationships.
6. Increase parent/guardian ability to have a strong positive influence in the lives of their children.
7. Keeping our youth safe.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 24
Strengthening Our Families
1. Increase/maintain the health and well being of all family members.
2. Improve the emotional and social functioning of family members.
3. Increase/maintain families’ progress toward financial self-sufficiency.
4. Increase families’ ability to live in safe and stable housing.
5. Strengthen skills and knowledge that support success in learning.
6. Improve ability of parents and children to have a positive relationship.
7. Increase or maintain family stability through access to legal services.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 25
Supporting Our Seniors
1. Keep seniors vital and independent through increased involvement in their community.
2. Keep seniors vital and independent through transportation services.
3. Keep seniors vital and independent through adequate health and medical services.
4. Keep seniors vital and independent through increased and maintained food and nutrition stability.
5. Keep seniors vital and independent by maintaining a healthy and safe home environment.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 26
Turning Disabilities Into Abilities
1. Increase the ability of people with disabilities to enjoy the benefits of employment.
2. Increase the capacity of people with disabilities to function and thrive in their daily life.
3. Increase developmentally appropriate behavior in individuals with development disabilities.
4. Increase the community participation of people with disabilities.
5. Improve the ability of the family members to enjoy life with a person with disabilities.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 27
Providing Emergency Assistance
1. Support people in crisis through meeting basic needs.
2. Improve people’s ability to move from crisis to a more stable environment.
3. Increase or maintain the safety of our community members.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 28
Improving Our Community’s Health
1. Increase healthy behaviors of community members through substance abuse treatment and prevention.
2. Increase healthy behaviors of community members through mental health treatment and education.
3. Increase the physical health of community members through dental and medical care.
4. Increase healthy behaviors of community members through health education.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 29
Results of Round 2
• Reactive to the programs we were funding, but not necessarily what we wanted to track and report to the community.
• Funded programs still had the opportunity to report their own performance measures, which provided far more information and detail because the agencies were already invested in these measures.
• The data reported for the standardized performance measures did not always yield the information we needed, especially if none or few programs were tracking and reporting.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 30
But wait…
• While attending a conference, our senior vice president of community investment learned about Results-Based Accountability™ (also known as RBA), a disciplined way of thinking and taking action that communities can use to improve the lives of children, youth, families, adults and the community as a whole.
• RBA provided a framework that provided our rambling thoughts about performance measurement with structure that helped us refine our work.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 31
RBA Clear Impact Scorecard
• After learning as much as we could about RBA, we also learned about the Clear Impact Scorecard.
• Key for us was the fact that the Clear Impact Scorecard would allow us to move beyond individual data points to show aggregate data trends over time to fully understand the story behind the curve.
• Essentially, we could demonstrate the impact of our Investing in Results work for each fiscal year, as well as cumulatively.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 32
Clear Impact Scorecard
• Implemented the Clear Impact Scorecard to help us refine our performance measurement.
• Added and deleted data no less than four times due to tweaking performance measures as we better understood exactly what data we were collecting.
• The Clear Impact Scorecard revealed two things:
1. Our performance measures were still all over the place and not at all focused.
2. The system was too robust for this mess. We had too many performance measures!
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 33
Community Needs Assessment
• It was time to start over…again…
• What are the most pressing issues in our community?
• For which issues can HFUW play a role in addressing?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 34
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 35
Performance Measurement Trail
Funding Agencies
Identifying Focused
Areas
Funding Programs
Outcome Measures
Community Investment
Investing In Results
Investing in Results is focused on prevention in the areas of:
• Education
• Income
• Health
We also continued our work under emergency services, called basic needs.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 36
Investing In Results
Each investment area had its own:
• Goal;
• Strategies;
• Continuum of Program Services;
• Performance Measure (including indicators).
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 37
• Our goal: Increase high school graduation rates and post-secondary access and attainment.
• Our strategy: Provide services that increase every child's chance for success in school, work and life.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 38
Building Safe Communities through Education Education
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 39
College & Career Readiness & Success
On-Time High School Graduation
Middle Grades Success
Elementary/Early Grade Reading &
Math
Early Childhood/ Kindergarten
Readiness
Investing In Results: Education Cradle to Career Continuum
Increase high school graduation rates and post-secondary success.
• Our goal: Increase the financial stability of low-income families.
• Our strategy: Provide and support services and initiatives for low-income working families to succeed in the five building blocks of financial stability: sustaining employment; income supports; affordable housing; manageable budgets; increased savings and assets.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 40
Improving Financial Stability Income
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 41
Investing In Results: Income Building Blocks of Financial Stability
Family-Sustaining Employment
Income Supports
Affordable Housing
Manageable Expenses
Savings & AssetsIncrease the
financial stability of low-income families.
• Our goal: Increase the number of youth and adults who are healthy and avoid risky behaviors.
• Our strategy: Provide and support services and initiatives to improve the health of children, youth and adults.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 42
Developing Healthy Children & Families Health
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 43
Healthy Beginnings
Access to Healthcare
Supporting Healthy Choices
Investing In Results: Health Determinants of Health
Increase the number of youth and
adults who are healthy and avoid risky behaviors.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 44
Conversation
Each table will be assigned an investment area as detailed in our most recent RFP.
Working at your tables, review the goals, strategies, and performance measures provided.
• What is your feedback regarding the performance measures we are currently tracking?
Be prepared to share your discussion with the larger group.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 45
Trends and the Impact on Performance Measures
• Common indicators, but no common measurement goals.
• What does it mean when one program sets a goal of 80% achievement, but another program tracking the same performance measure sets a goal of 50% achievement?
• Is there an impact when multiple programs tracking the same performance measure serve a different number of clients and to different degrees?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 46
Trends and the Impact on Performance Measures
• The connection to community level change is tenuous as best.
• Can program performance measures truly serve as proxies to changing community conditions?
• What community level data exists to support chosen performance measures?
• What happens if there is no community level data that relates to program performance measures?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 47
Trends and the Impact on Performance Measures
• The number of internal programs and services offered by HFUW has increased over the past ten years.
• What performance measures are collected and reported by internal programs/services?
• How do these performance measures correlate to those tracked by grant funded programs?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 48
Trends and the Impact on Performance Measures
• Decrease in allocable dollars for grant funding.
• How many programs can we fund and at what level?
• What performance measures are being tracked by grant funded programs?
• How do these performance measure “roll up” to cumulative results?
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 49
Global Results Framework
• UWW rolled out the Global Results Framework.
• Using the Clear Impact Scorecard, identified specific priority areas under education, income, and health.
• Identified key, yet specific performance measures.
• UWW reviews the submitted data and asked follow up questions to ensure we are all on the same page.
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 50
Performance Measurement Trail
Funding Agencies
Identifying Focused Areas
Funding Programs
Outcome Measures
Community Investment REIMAGINING
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 51
Education
• Performing at grade level in reading
• Performing at grade level in math
• Improving school attendance
• Promotion to the next grade level
• Graduating from high school
• Demonstrating college/career readiness knowledge
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 52
Income
• Obtaining/retaining employment
• Receiving public/employer benefits
• Obtaining/maintaining affordable housing
• Budget development/management
• Opening a bank account
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 53
Health
• Demonstrating a normal growth trajectory / physical development
• Improving parenting skills and family functioning
• Increased knowledge of healthy behaviors
• Enrolling in health insurance
• Accessing health care
• Achieving health goals
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 54
Reimagining and Next Steps
• With reimagining comes opportunity…
• Now have the opportunity to use Clear Impact Scorecard effectively.
Open Discussion
FIN