airs outcomes report
TRANSCRIPT
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AIRSINFORMATION&REFERRALOUTCOMESREPORT
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AIRSOUTCOMESPROJECTREPORTJuly15,2011
RevisedAugust10,2011
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Copyright2011AllianceofInformationandReferralSystemsandIntegerResearch&Consulting,LLC,
exceptasotherwisestated.
Allrightsreserved.Nopartofthisdocumentmaybereproducedinanyformorbyanymeanswithout
expresswrittenpermission,exceptforthenon-profitpurposesofeducationandscientificadvancement.
Forinformation,pleasecontacttheAllianceofInformation&ReferralSystems,P.O.Box33095,
Portland,OR97292.
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TABLEOFCONTENTS
.............................................................................................................................................EXECUTIVESUMMARY 5
.......................................................................................................................................................I.BACKGROUND 7
.........................................................................................................................................II.PROJECTCOMMITTEE 8
........................................................................................................................................III.PROJECTLITERATURE 9
...........................................................................................................................IV.CONCEPTUALFRAMEWORKS 10
.......................................................................................................................................................1.InterventionFramework 10
...........................................................................................................................................................2.OutcomesFramework 12
...............................................................................................................................................................3.ProcessFramework 15
....................................................................................................................................................4.MeasurementFramework 18
..........................................................................................................................V.MEMBEROUTCOMESSURVEY 22
........................................................................................................................................................VI.SUMMARY 29
.............................................................................................................................................VII.MOVINGAHEAD 30
................................................................................................................................................................................KeyConcerns 30
............................................................................................................................................................................ProjectStrategy 31
............................................................................................................................................................APPENDICES 33
............................................................................................................................................................Appendix1:References 34
.........................................................................................................................................................Appendix2:LogicModels 37
........................................................................................Appendix3:211LADevelopmentalScreeningProjectFactSheet 40
.........................................................................................................................................Appendix4:AIRSOutcomesSurvey 41
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EXECUTIVESUMMARY
InDecemberof2010,the AIRSBoardcommissionedIntegerResearch&ConsultingofChicagotodevelopafundingprospectusfor
I&R/Aoutcomesresearchthatwouldbesuitableforpresentationtopotentialfunders,participants,andthepublic. 1
Integer conducted a reviewof literaturepertinent toI&R/A outcomes, populateda projectwebsite withthe results,and beganworkingwitha ProjectTeamin January,2011. Withinthe firstmonth,it wasapparentthat theprojectwould haveto focus at a
foundational levelasa firststep towarddevelopinga fundingprospectus.Thisreportdefinesanddescribesthesefoundationsand
highlightsfactorsto considerabout movingthe workof I&R/Aoutcomesforward. It alsoprovides ample material withwhich to
buildaprospectusinthefuture.
ThefollowingobservationsareofferedfortheconsiderationoftheAIRSBoard.
TheliteratureonI&R/Aoutcomesis somewhat sparse, butseveralseminalsourceswereidentifiedandusedinthe project.
Theseincludeacomprehensive texton I&R/AwrittenbyRisha Levinson,oneofAIRSfounders,andthreeresearchpapersthat
provideageneralframeworkforI&R/Aoutcomes.
SolidconceptualfoundationsforI&R/Aoutcomesexistandofferexcellentdevelopmentpotential.Inexploringthese,weiden-
tifiedfourkeystructuralcomponentsthatrequirefurtherdevelopmentforourpurposes.
1. InterventionFramework: RishaLevinsondevelopedaninterventionframeworkthatencompassesallthemajor varia-
tionsofI&R/Aservices.Sheprovidesimportantsupportfortheideathatasingle,flexiblemodelcanbeusedtochar-
acterizeoutcomesacrossthe range ofI&R/Ainterventions,whetherthey arefor for agingand disabledpopulations,
thecommunityatlarge,otherspecialpopulations,orpeopleincrisis.
2. OutcomesFramework: TheresearchofMatthewSaxtonintheUSandAnnNettenintheUKprovidesarobustmodel
forunderstandingtheimpactofI&R/Aonthreelevels: on clients,oncommunityorganizations,andon society.Out-
comesdatafromallthreelevelswillofferthestrongestpossibleevidenceofthefar-reachingvalueofI&R/A.
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1Throughoutthisreport,I&R/AisusedtodesignatethefullspectrumofinterventionsthatAIRSmembersofferthepublic:information,referral,
and/orassistance.
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3. ProcessFramework:Webegandevelopinganend-to-end,client-centeredprocess framework.The processstarts with
the clientsrequestforhelpfrom theI&R/Aorganizationandencompasses allthekey stepshe orshetakesuntil the
needsorissuesareaddressedby theservicesystem.This processframeworkisessentialfordefiningthefullrangeof
I&R/A outcomes, becausethey extendbeyondthe I&R/Aorganizationto otherorganizationalandindividual actors in
thecommunity.4. MeasurementFramework: Findingameansofmeasuringoutcomes thatis understandable,affordable,practical,and
applicableacrosstherangeof AIRSmemberorganizationsandservices isa tremendous challenge. Weachievedsig-
nificant insightsby examiningseveralmeasurementandfeedbackmodels. These offerexcellentdevelopmentpoten-
tial,butthereisalongwaytogo.
Wedecidedtoassessthe interestofthe AIRSmembershipinthesubjectofI&R/Aoutcomesandrelateddevelopmentwork. We
mountedanonlinesurveyinApril;thecompiledsurveydatasuggeststhat:
- Thevastmajorityofrespondentsfeel thatI&R/Aoutcomesareveryimportanttodayandareessentialtosecuringfund-
ingfromallthemajorchannels.
- They ratethreefactorsestablishingcleardefinitions,methodsofmeasuringoutcomes,andinformationonbestprac-
ticesasveryimportantinI&R/Aoutcomesdevelopmentwork.
- Many respondentsstatedthathavinganindustrystandardforI&R/Aoutcomes isveryimportant,andtheyvoicedtheir
appreciationforAIRSconsideringsuchaninitiative.
Attheendofthispreliminaryphaseoftheproject,importantquesonsremainabouthowtoconnuethework. Theseprinci-
pallyconcern gatheringbuy-inand support fromkey memberconstuencies, defininga wayto manageextended development
work,andsecuringthenecessaryhumanandfinancialresources.
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I.BACKGROUND
November of2010,IntegerResearchand Consultingmadeits finalpresentationto theAIRSBoard onthe EnvironmentalScanRe-
searchProject. In thecourseofthe presentation,Integermade foursuggestions(Figure1,left). TheBoarddecidedtoacton the
thirdsuggestion,FormulateauniversalandmeasurableI&Rprocess (Figure1, right). Integerwas retainedbyAIRStodevelopa
fundingprospectusforoutcomesresearchsuitableforpresentationtopotentialfunders,participants,andthepublic.
DuringDecember, 2010and January, 2011,Integer conducteda reviewof literaturepertinent to I&R/Aoutcomesand evidence-
basedpractice. Theresearchwaspursuedinseveralonlineacademicdatabases,inGoogleScholarandMicrosoftAcademic,andin
generalInternetsearchesusingGoogle. Preliminaryresearchmaterialwascompiledandloadedtoa privatewebsitethatwas de-
velopedfortheproject.
Figure1:SlidesfromIntegersPresenta\ontotheAIRSBoardinNovember,2010
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II.PROJECTCOMMITTEE
DuringJanuary,the AIRSBoardandstaffwerecanvassedforsuggestionsonOutcomes Committeemembership.Thoughtleadersin
I&R/A,healthandhumanservicesresearch,andlibrarysciencewereinvitedtojointheCommittee,withtwelveaccepting.
Fiveteleconferences wereconductedfromFebruarythroughApril,withmembersparticipatingasfrequently as theirschedulesandinterests allowed. In the intervals betweenteleconferences,workpapersand researchmaterialswereadded tothe websiteand
teammemberswereinvitedtoreviewandcommentuponthem.Theagendaandnotesforeachteleconferencewereprovidedto
theteamseveraldaysinadvance,andservedasaguidelineforeachdiscussion.
Table1:OutcomesProjectCommi`ee
Commi`ee embers TeleconferenceDates
DR.SHERRYBAME,Professor,HealthPlanning&Policy
TexasA&MUniversity
LINDADAILY,Director2-1-1andDisasterServices
UnitedWayWorldwide
HELENELTZEROTH ,ChiefPrograms&CommunicaZons
Officer
NaZonalAssociaZonofAAA(n4a)
ANGELAFISHER,DirectorofClientServices
AAAforSouthwestFlorida/ADRC
MARYHOGAN,LibraryDirector
CoraJ.BeldenLibrary
DAVIDJOBE,Directorof2-1-1
UnitedWayofGreaterHoustonAMYLATZER, ChiefOperaZngOfficer
211LACounty
RANDYNICKLAUS,President
2-1-1BigBend
JOHNOHANIAN,ChiefExecuZveOfficer
211SanDiego
JACKYRODDY
InformCanada
PATRICKROGERS,ExecuZveDirector
InsZtuteforHumanServices
MICKITHOMPSON,ExecuZveDirector
2-1-1TampaBayCares,Inc.
CHARLENEHIPES,ChiefOperaZngOfficer
AllianceofInformaZonandReferralSystems
CLIVEJONES,Consultant
AllianceofInformaZonandReferralSystems
MARKH.NEUFFER,PresidentIntegerResearch&ConsulZng,LLC
February3,2011
February17,2011
March3,2011
March17,2011
April14,2011
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III.PROJECTLITERATURE
Severalhundredarticles andpublications werescanned by theprojectconsultant duringDecember,2010and January,2011. The
searchproducedover 20 books,articles, and presentations published between1998 and2011 relevant to I&R/A outcomes, per-
formancemeasurement, quality,andcost/benefitanalysis.The Committeesuppliedseveral useful additionstotheliterature. Lit-
eraturewasuploadedtotheprojectwebsiteandmadeavailabletotheteam.AlistofreferencesappearsinAppendix1.
Fourresourceswereidentifiedashavingessentialimportancetotheproject:
Risha W.Levinsonis anAIRSfounderanda retiredprofessorofsocial work. Hersecondbook onthe I&R/A field,NewRoutesto
HumanServices: InformationandReferral,waspublishedin2002andisthemostauthoritativeandcomprehensiveoverviewwrit-
tentodate.HerdepictionofI&R/Ainterventionsasacontinuumhasbeenimportanttoourproject.
MatthewSaxtonisaprofessorattheInformationSchoolattheUniversityofWashington.HeandseveralcolleaguesattheInforma-
tionSchool werecommissionedto reviewthe states2-1-1systemandtosuggestanimpactframeworkthatwouldextendbeyond
the usual measuresofoutputsintotherealmofuseroutcomes. In2-1-1Informa@onServices:OutcomesAssessment,BenefitCost
Analysis,andPolicyIssues,Saxtonandhis colleagues presentamodel ofI&R/Aoutcomes astheyrelatetotheindividual,tocommu-
nityorganizations,andtosocietyingeneral.
AnnNettenandJulienForder,bothfromtheUniversityofKent(UnitedKingdom)receivedgovernmentfundingtoreviewInforma-
tionandAdvice(I&A)services andtorecommendhowoutcomescouldbemeasured.UsingtheSaxtonoutcomesmodelasafoun-
dation,NettenandForderextendedand detailedtheframework, anddevelopedan approachformeasuringI&Aoutcomesat the
leveloftheindividualclient. MeasuringtheOutputsofInformationandAdviceServices:InitialReport waspublishedin2008.
Inthetwoyearsfollowing,KarenWindleandAnn Nettenconducteda detailedstudyand authoredMeasuringtheOutcomesofIn-
forma@onandAdviceServices:FinalReportin2010.Todate,thisisthemostcomprehensiveandrelevantresearchfoundonI&R/A
outcomes. Theconceptualunderpinningsofthe outcomeslogicmodelfromNetten(andearlierfromSaxton)arereviewedand
amplified. All thedetails ofthestudy arepresented,andthe study closeswithfiverecommendationsforexpandingI&R/A out-
comesresearch.
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IV.CONCEPTUALFRAMEWORKS
1.InterventionFramework
TheAIRSEnvironmentalScanunderscoredthediversityofAIRSmembership,operations,andservices.Thisraisesthequestionof
whetheritispossibletoevaluateoutcomesofthevariousI&R/Aserviceswithasingleoutcomesmodelthatusesstandardizeddefi-nitions,measures,andmethods.
ThisquestionisaddressedbyRishaLevinsonsworkin
NewRoutestoHumanServices.AsshowninFigure2,
shemapsawiderangeofI&R/Ainterventions.
Inourunderstanding,thehorizontalaxisshowsthe
degreeofinterventionactivity,withlessattheleftof
thematrixandmoreattheright.Onthefirstline,for
example,themostbasicinterventionisprovidingin-
formation(informationassistance).Thisisex-
tendedbyaddingareferral,andfurtherextended
withafollow-up.
Theverticalaxisshowsthedegreeofaninterven-
tionsprofessionalinvolvement,withtheleastin-
volvementatthetopandthemostatthebottom.
Forexample,thereisminimalornoinvolvementin
providinginformation(informationassistance)in
thetoprow.Bycontrast,caseadvocacy(thirdrow)requiresin-depthknowledgeoftheclientandsignifi-
cantprofessionalinvolvement.
ThismodelmakesitpossibletocharacterizeI&R/A
servicesasafamilyofrelatedinterventions.Iten-
ablesI&R/Aprofessionalstodepict,analyze,andquantifytheirworkwithinanextensibleframeworkthatdefinesthecommonfea-
turesof,andthedifferencesbetween,thevariousservicepermutationsofI&R/A.
Figure2:RishaLevinsonsModelofI&R/AInterven\ons
FromNewRoutestoHumanServices:Informa@onandReferral(p.63),
byR.W.Levinson,2002,NewYork,NY:SpringerPublishingCompany,Inc.,
ISBN0-8261-2393-7. 2002bySpringerPublishingCompany,Inc.Reprintedwithpermission.
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Figure3adaptstheLevinsonmodeltodepictthe I&R/Ainterventions
practicedtodaybyAIRSmembers. Thediagramaims toshowthees-
sentialcontinuityoftheinterventions;theactualcontentandplace-
mentoftheinterventiontypes wouldbemoreaccuratelysuppliedby
I&R/Aprofessionals. The toprow,I&RBasicComponents,showsthestandardinformation,referral,andfollow-upservicesprovidedtothe
generalpublic.
Crisis Intervention2 requires greater professional involvement with
the caller(placingitfarther downthevertical axisasa supportserv-
ice) and isalsomoreextensivein termsof process, time, andre-
sources (thus extending it farther along the horizontal axis). Amy
Latzer introducedthe CareCoordination intervention inour project
work.Callerswithaparticularproblemareguidedbythe I&R/Apro-
fessional topre-qualifiedcommunityserviceproviderssuitedtodeal
withthat problem. Theextentof the interventionandprofessional
involvement aresomewhatbroaderand deeper thantheBasic I&R
model.3 The Assistance intervention (I&R/A) encompasses the
broadestsetofinterventiontransactionsandpotentiallythe greatest
professionalinvolvement. Itincludesalltransactionsthatsupport theclienton anongoingbasisthroughtheclientssearchfor
help;it thereforeencompasses services suchas advocacy,assistance withtransportation,helpgettinganappointment, motivational
support,andcasemanagement.
ThemodelshowsthatI&R,CrisisIntervention,CareCoordination,andAssistance areclosely-relatedmembersofthesamefamilyofprofessionalpractice whichdemanddifferentextentsofinterventionandprofessionalinvolvement.TheseI&R/Ainterventionsmay
becharacterizedandassessed witha commonoutcomesframeworkthatprovidesadditional definitions, measures, andmethods
applicabletospecificvariations.
Figure3:Adapta\onoftheLevinsonModel
FromNewRoutestoHumanServices:InformationandReferral (p.63),
byR.W.Levinson,2002,NewYork,NY:SpringerPublishingCompany,Inc.,
ISBN0-8261-2393-7. 2002bySpringerPublishingCompany,Inc.
Adaptedwithpermission.
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2CrisisInterventionreferstoassistingcallerswithmentalhealthissues.
3TheCareCoordinationinterventionisdescribedonthe211LACountywebsiteat http://www.211la.org/?page_id=150 andintheFactSheetfor211LA
CountysDevelopmentalScreeningProjectinAppendix3ofthisreport.
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2.OutcomesFramework
MatthewSaxtonandhis colleagueshave made animportantcontributiontothe I&R/Afield byconceptualizinga three-levelout-
comesframeworkforindividualservice recipients,community organizations,and thecommunityorsocietyatlarge.AlthoughSax-
tondevelopedthemodelfora2-1-1systemstudy,wefeelitisentirely applicabletothefullcontinuumofI&R/Ainterventions.Fig-
ure4provides a high-levelrepresentationthat
isfurtherdetailedonpage13.
The terminology is probably familiar to most
readers: inputsincludefunding,information,
otherresources,andclients.Processesinclude
thefullrangeof I&R/Ainterventionsoutlined
onthe previous page. Outputsconsist ofthe
quantifiableresultsoftheprocesses:totalcli-
ent calls, client contacts, crisis interventionsandsoon. Outcomes are themeasurableim-
pactsof theseI&R/Ainterventions: crisesde-
escalated; service provider contacts madeby
theclientafter he or shereceived a referral;
andserviceuptakebytheclientafterreceiving
areferraland/orassistance.
This framework provides a means of broadly
quantifyingtheoutcomesandbenefitsofI&R/Afortheindividual,communityorganizations,andsocietyatlarge;itinvitesfurther
elaborationby I&R/Aprofessionals. I&R/Aorganizations andthe I&R/A professionwould thenhavea robust andrigorousframe-
workfordemonstratingthehelptheyprovidetoallthepeopleandorganizationstheytouch.
Figure4:Schema\za\onofSaxtonsThree-LevelOutcomesFramework
From2-1-1InformaZonServices:OutcomesAssessment,Benefit-CostAnalysisandPolicyIssues,
byM.L.Saxton,C.M.Naumer,andK.E.Fisher,2007,GovernmentInforma@onQuarterly,24,
pp.202-203.2007byElsevierInc.Adaptedwithpermission.
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Thefollowingpageshowsthe Saxtonframeworkwithdetailslater suppliedby Netten. Herearea fewnotes tohelpthereaderre-
viewthediagrammoreeasily.
TheHorizontalAxisshowsthecompletespanofI&R/Aacvityfrominputs tooutcomes.Theinputsare showninonelargeboxto
suggestthattheyaresharedbythethreelevelsoftheindividual,organizaons,andcommunity.
TheVer\calAxisencompassesthethreelevelsofI&R/Aimpact:theindividual,communityorganizaons,andsociety.
Individual-LevelProcesses: this boxincludes mulpletypes ofI&R/Aintervenons. Thisis Neens conceptualizaonbased on
Informaon &AdviceservicesintheUnitedKingdom. Forthe purposesofour OutcomesProject,thisbox wouldbe populated
withthetypesofintervenonsprovidedbyI&R/AorganizaonsinNorthAmerica.
Outcomesare characterizedas short-term, intermediate,andlong-term;themodelaffordsthe flexibility todefine thelength of
theseintervalsonacase-by-casebasis.
TheOutcomesCommitteenotedthatitisimportanttodistinguishoutcomesthataremoredirectlyinthechainofI&R/Acause
andeffect(forexample,aserviceconnectionenabledbyanaccurateandappropriatereferral)fromoutcomesthatarefarther
downthechainandwhicharenot directly impactedby I&R/Aactivity(forexample,theclientsproblemisresolvedafter he
receivesservices).
Theredtrianglesymbol inthetop right cornerof someboxesindicates thatthe original Saxtoncontenthas beenreplaced with
subsequentrefinementsbyNeen.
TheOutcomesCommitteerecognizedthatthe Saxton-Nettenoutcomesframeworkinvitesfurtherelaboration;muchremains tobe
addedinspecificdetail. Yet,as alreadynoted,the frameworkprovidesanexcellent basisforbroadlycharacterizingthe beneficial
impactofI&R/AandisthusawayofbothdeepeningandbroadeningthediscourseonthevalueofI&R/Atoallstakeholders.
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Figure6:CombinedSaxtonandNe`enOutcomesFrameworks
From2-1-1InformaZonServices:OutcomesAssessment,Benefit-CostAnalysisandPolicyIssues,byM.L.Saxton,C.M.Naumer,andK.E.Fisher,2007,
GovernmentInforma@onQuarterly,24,pp.202-203.2007byElsevierInc.;and
MeasuringtheOutputsofInformaZonandAdviceServices:IniZalReport,byA.NeenandJ.Forder,2008,PSSRUDiscussionPaper2543/2,pp.17-18.
PersonalSocialServicesResearchUnit,UniversityofKent,Canterbury.
Adaptedwithpermission.
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3.ProcessFramework
TheSaxton-Netten modelsuppliesa general definition ofI&R/Aoutcomes forindividuals,organizations, andsociety.In ordertode-
fineandmeasureoutcomesatanoperationallevel,adetailedprocessandoutcomesframeworkisneeded.Thisframeworkwould:
Provideastandardizedapproachtodescribingprocesses,outcomes,andmetricsusableforallI&R/Aintervenontypes. DefinethekeyprocessstepsforI&R/Ainteraconswithindividuals,communityorganizaons,andsociety.
Definethecause-and-effectrelaonshipsbetweenprocessstepsandtheiroutcomes(alsoknownasalogicmodel.)
Provideadiagnosccapabilitytorevealwheretheprocess is notworkingasdesired(e.g.,duetobarriers)orshouldberedesigned
becausetheunderlyingprocessorlogicmodelsdonotproducedesiredresults.
TheProjectTeamtook several approaches todetailingthe process/outcomesmodels. Our first effortwas tobringthe Saxton-
Nettenmodeltoafinerlevelofdefinition(seeAppendix2).Itwasthendecidedtofocusthispreliminarythinkingonoutcomesat
the individuallevel. Theteamexperimentedwithseveraldifferentapproaches,includinga tabular format,flowcharts,andhybrids
ofthese.Severalkeydesignprincipleswerecrystallized:
Theprocessneedstobedefinedasanend-to-end,client-centeredframework.The processstartswiththeclientsrequestforhelp
fromtheI&R/Aorganizaonandencompassesall thekeysteps he orshe takesunltheneedsorissues areaddressedbytheserv-
icesystem.ThisframeworkdefinesalltheI&R/Aoutcomesfromthestartoftheprocesstoitscompleon.
Themodelneedstodistinguishclearlybetweenoutcomesthataredirectlyfacilitatedby I&R/Aactivities(forexample,contact
withaserviceproviderenabledbyanaccurateandappropriatereferral)andoutcomesforwhichtheclientorserviceorganiza-
tionshaveadirectresponsibility(forexample,theoutcomesresultingfromtheclientreceivingservices).
Theprimary aimoftheI&R/A processmodelistoimprove theeffectivenessinI&R/Aasa distinct,butintegral,partofthe
largerhumanservice system.I&R/Aprocesses and I&R/Aoutcomes contributeto,butare distinctfrom,thoseofthelargersys-temwhichareassessedthrough programand system evaluations. Clearly defining andcommunicating theI&R/A process/
outcomesmodel,itsterminology,anditspracticeswouldunderscoreitscompatibleroleinthelong-establishedfieldofhealth
andhumanserviceoutcomesevaluation.
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Figure7on the followingpagewascreatedafterthe lastProjectTeamteleconferenceandreflectsasynthesisofthethinkingwhen
theprojectconcluded.
Theillustrationshowstheframeworkatthenextlevel ofdetailbelowtheSaxton-Nettenmodel.Itis stillverysimplifiedandis
presentedtoexemplifycurrentthinking,nottoprovideadefinitiveordetailedmodel.
Thetopsectionoftheframeworkincludesahigh-levelblockdiagramoftheend-to-endprocess.Notethatthe modelincludes
threeclientstates:the clientbeforegettinginformation,theclientafter receivingI&R/Ahelp,andtheclientafter receiving
helpfromthe directservice provider.Theseareplacedinthediagramtoshowexplicitlythe clients beforeand aftercondi-
tionsthatis,milestonesintheprocesswhereoutcomesshouldbedefinedandmeasured.
Thebottomportionoftheframeworkshowsa high-level logicmodelofthe processes withrepresentativeoutcomes.Forex-
ample,anoutcome ofprovidinginformationisclientknowledge:theclientsknowledgewilleitherbeincreasedorwillremain
thesameaftercontactwiththeI&R/Aspecialist.
Other outcomeshavea morecontingentcause-and-effectrelationshipwithI&R/Aactivities. Whetherthe client contactsthe
service providerafterreceivingareferraldepends uponmultiple factors,some ofwhichare withintheI&R/Ascontrol andoth-ersofwhicharenot. Ifa clientfailstoreachaserviceproviderbecausethereferralinformationis deficient,thisisa negative
outcomeoverwhichthe I&R/Ahas control. Onthe otherhand,aclientmay ormay notcontactthe providerbasedonfactors
(suchastheclientsmotivation,familyresponsibilities,andaccesstotransportation)thatareinmanycasesoutsidethecontrol
oftheI&R/A.
Definingresponsibility for outcomesenablesI&R/As tocorrectnegativeoutcomesforwhichthey areaccountable,andalsoto
identifyclient,process,serviceprovider,andsystemshortcomingswhichcanbecorrectedorimprovedtofosterbetterresults.
Outcomesinthemodelhavebeencharacterizedasshort-term,intermediate,andlong-termbasedontheelapsedtime,degree
ofcontrol,and numberof processstepsand actorsinvolved. For example,the I&R/Ahas significant controloverthe out-
comeof increasinga callersknowledgeat the timeofthe contact;hence itis a short-termoutcome. TheI&R/Ahas partial
controlover theclientcontactingaserviceproviderand itmaytake timefortheoutcometobe realized,hencetheoutcomeis
consideredintermediate. Finally,the I&R/Ahasnodirectcontroloverthe clientscourseofservice,whichmay be temporally
remotefromthe initialcontact.Totheextent,however,thattheI&R/Afacilitatedtheaccessiontoservices byprovidinginfor-
mation,areferral,oradditionalassistance,thislong-termoutcomeisessentialtorecord.
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4.MeasurementFramework
TheProjectCommitteediscussedthesignificantchallengesassociatedwithcapturingandmeasuringI&R/Aoutcomesdata:
Inmanycases,intelligence gatheredaboutprocesseffecvenessandoutcomes is limitedtoad-hocfeedbackfromclients orserv-
icepartnersreporngamaerontheirowniniave.Suchfeedbackisuseful ona case-by-casebasis,butnotforgeneralprocessoroutcomeimprovement.
InsomeI&R/Aorganizaons, aqualityassurancefollow-upprocesshasbeendesignedandimplemented(StandardAssessment
andReferralwithFollow-Up).Localpraccedetermineshowfollow-upparcipantsareselected,thenumberandmingoffollow-
ups,thenatureoftheinformaongathered,andtheuseoftheinformaon.
SomeI&R/Aintervenonsincorporateassistanceservicesthatextendbeyondinformaon,assessment,and referral.In interven-
onslikeCareCoordinaonandI&Aforthe elderlyand disabled,connuedclientcontactandawarenessofprocessoutcomes are
intrinsicto the servicemodel. Consequently,outcomesdatacolleconand analysismayactually beincorporatedin theservice
model,asitisinthe211LADevelopmentalScreeningProject.4
DavidJobe,a memberofthe ProjectCommiee,describeda publichealthresearchprojectthatuses a Navigatorwho provides
movaonal supporttotheclientandhelpstheclientcontactandengageneededservices.TheNavigatoralsodevelopsinforma-
onaboutandinsightsintothepsychological,personal,andpraccalbarrierstheclientfacesintheserviceprocess.
TheProjectTeamdiscussedthepotenalofa navigator-like funconin the contextof I&R/Aoutcomes. Ahypothecal system
navigator couldassemble informaononprocess volumes, characteriscs,andcycle mesforeach segmentof the end-to-end
process. Thefunconcoulddeterminetherootcausesofprocessfailureand couldassistinimprovingprocessperformance,de-
finingbestpracces,and sengstandards. As well, thefuncon couldhighlightclientcharacteriscsthatfosterposive service
engagementorprocessfailure.
AsketchofthevariousI&R/Aintervenons,withtheirpotenaltomeasureoutcomes,isprovidedonthenextpageinFigure8.Itwasapparentthatconsiderableeffortwouldberequiredtodevelopanoutcomesmeasurementapproachthatwouldbeunder-
standable,affordable,andapplicabletothewidevariety ofI&R/ApracticesamongtheAIRSmembers.AIRSmembers are exploring
differentfeaturesofpossiblenewapproaches,butthereisalongwaytogo.
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4TheDevelopmentalScreeningProjectisdescribedonthe211LACountywebsite: http://www.211la.org/?page_id=150
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2011IntegerResearch&ConsulZng,LLC
Figure8:MeasurementPoten\alofI&R/AInterven\ons(IndividualLevelofImpact)
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Figure9(nextpage)didnotappearintheoriginalreporttotheAIRSBoard,butwasincludedintheBoardpresentationofJune4,
2011. Itbrings the thinkingofthe Reporttoa nextstageof possibledevelopment. Likethe precedingdiagrams,it isintendedto
representconceptsratherthanliteraldetail.
Theprocess blockdiagramappearsinayellowrectangleatthetopofFigure9.Belowitarehigh-leveloutcomesfora standard
assessmentandreferralintervention(greenrectangle).
Foreachoutcome,there isafailure/successsymbolinacascadingarrangement.Forexample,theclientattempts toreachan
I&R/Aspecialistandifheorshe issuccessful[O-1],the clientreceivesastandardassessmentandreferral fromtheI&R/Aspe-
cialist.A successfuloutcome [O-2]takesplacewhentheclientsneedis accurately assessedanda referralappropriatetothe
clientsneedcanbe madetoanexistingserviceprovider. Afailedoutcomemightoccurwhennoresourceexiststomeetthe
clients needandtherefore noreferral canbemade. Aftera standardreferralissuccessfullyprovided,the clientsknowledgeis
enhancedsuccessfully[O-3]ifheorsheisabletoassimilatesufficientinformationtomakecontactwithanappropriatepro-
vider.Afailedoutcomemightoccuriftheinformationisnotassimilatedduetoalanguagebarrier,orisnotsuccessfullypassed
ontoanotherpersonwhoneedstheservices.
Everysalientactivityinthe end-to-endprocesshasidentifiableandmeasurableoutcomes.If therearefeedbackmechanisms
thatcapturethese events,thedataaboutoutcomesuccessesandfailuresmaybegatheredandanalyzed.Thisis illustratedin
thediagram withthedottedverticallinesfromthe failure/successsymbolstothedrumsymbols( ),whichrepresentdata,
andtothesummationsymbols(),whichrepresentanalysisofthedata.Thiswouldmakeitpossibletogaugewhereaparticu-
laractivityneeds toberedesignedtoincreaseits effectiveness;whereclients needadditionalhelptooperationalize the infor-
mationtheyaregiven;orwhereotherfactors,suchasavailableservicecapacity,requireattention.
AsshowninFigure9,feedbackdataandanalysisfacilitatebetter processandoutcomes managementforI&R/Aorganizations,
forserviceproviderorganizations,andforthe servicesystemas a whole.This approachrecognizesthatcommunities,govern-
ment,andfundersaremostinterestedinthe end-to-endprocessofservingthe needsofthepublic. Gatheringand analyzing
dataontheend-to-endprocessenablesthisobjective;findingapracticableandvalidmeansofaccomplishingthisiskey.
Theincorporationofclientandcommunity dataintothefeedbackprocess(shownat theleftof Figure9)wouldalsohavea
transformativeeffecton process andoutcomes management. The abilitytoanalyzeservice systemperformance segmentedby
particular demographics,serviceneeds,and accesschannels wouldmakeitpossible tocalibratethesystemtobestmeetthe
serviceobjectivesforspecificproblems,needs,andpopulations.
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2011IntegerResearch&ConsulZng,LLC
Figure9:ProcessandOutcomeMeasurementandManagementforaStandardAssessmentandReferralInterven\on
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V.MEMBEROUTCOMESSURVEYTheProject Committee agreedthat itwas importantto determineAIRSmemberinterest
indevelopingI&R/Aoutcomes concepts andapplications. An initialdraftwas reviewed by
the CommitteeandthefinishedsurveywasmountedonlinefromApril27ththroughMay
5th.Thefollowingtextreviewsresponseratesandtheanswerstoeachsurveyquestion.
ResponseRates
Thesurveygathered117responsesoverthecourseofoneweek,amountingtoaresponse
rateof9%ofthemembership(topfigure,leftpie). Responsescamefrommembersin60
percentofthestates,provinces,andoverseaslocations(topfigure,rightpie).
Ananalysis of37AIRSsurveys during2009and 2010showeda medianresponserateof
99,placingthe responserateforthe outcomessurveywithinthethirdquartileforthispe-
riod(barchart).Asanotherbasisofcomparison,the2010AIRSBoardelectionsgathered
thesamenumberofresponses(117)astheoutcomessurvey.SURVEYQUESTION2:2.Pleasedescribetheservicefocusofyourorganiza\on.
Checkmorethanoneonlyifappropriate.
Themajority ofrespondents (81%) indicatedthatthey havea singleservicefocus(blue
pieslice); 19%indicatedthat they have multipleservicefocuses(greenpie slice). The
largestsegmentsofrespondentscamefromAIRSmembersprovidingI&R/Atotheaging/
disabledpopulation(40%)and tothe general community(37%),withsmaller segments
serving special populations and multiplepopulations, and providing crisis intervention
services.Thesereflectafaircross-sectionofthemembership.
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SURVEYQUESTION3:Fortheseaudiences,howimportantisittodaytocreate
aframeworkfordefiningandmeasuringI&Routcomes?
Thevastmajorityofrespondents answeredthatitwasveryim-
portantto createanI&R outcomesframework atthe presentfor thepurposes of theindividualrespondent(74%), theI&R
organization(75%),andfunders(76%). Smaller fractionssawit
as very important to establish sucha framework for the pur-
poses of service providers(57%) andlocal government (56%).
Fractions of5percentorless oftherespondentsfeltthatcreat-
inganoutcomesframeworkwasunimportant.
SURVEYQUESTION4:Fortheseaudiences,how importantwillitbetwoyears fromnowto
haveaframeworkfordefiningandmeasuringI&Routcomes?
Theanswerswere verysimilartothepreviousquestion. Across
thefive audiences witha possiblestake inI&R outcomes, the
fraction of respondents deeming an outcomes framework to
beveryimportantincreasedoverQuestion3frombetween5%
and13%.
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SURVEYQUESTION5:Forthesepurposes,howimportantisittoyourorganiza\ontocreateaframeworkfordefiningandmeasuringI&Routcomes?
Thisquestionsoughttodetermine the importanceofestablishinganoutcomesframeworkfor securingfunding,forsystemtrouble-
shooting, andfordemonstratingthevalueofI&Rtothepublic. Themajorityofrespondentsdeemeditveryimportantto havea
frameworkforeachofthesepurposes. Fractionsofmorethan70%feltthe frameworkwas veryimportanttosecurefundingfromstategovernment(78%),federalgovernment(77%),andfoundations(74%).Respondentsrangingbetween55%and69%deemedit
veryimportantforthe purposesofgettingfundingfromlocalgovernmentandtheUnitedWay,fortroubleshootingsystembarri-
ers,andfordemonstratingthevalueofI&Rtothepublic.
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SURVEYQUESTION6:How helpful to your organiza\onwould itbe to for AIRS todevelopan
OutcomesFrameworkthatincludes...
Thevast majority of respondentsfelt itto be very important to
develop a framework that includes clear definitions of outcomes(87%),methods formeasuringoutcomes(90%),and informationon
bestpracticesandimprovingoutcomes(87%).
SURVEYQUESTION7:
Whatisthebestwayofdescribingthesubjectof"outcomes"inthecontext
ofInforma\onandReferral?Do you think "outcomes"shouldstandalone
asadis\nc\veconceptandword,ordoesitlogicallyfallundertheumbrella
ofI&R"QualityAssurance"?
Themajority ofrespondents(58%)feltthatI&ROutcomeswasthe
clearestway ofdescribingthesubjectinthecontextofI&R,withsub-
stantially smallerfractionsvoting forI&R QualityAssurance(21%)orbeinguncertain(18%).
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Narra\veResponses
Respondentswereabletoprovidecommentsforeachquestion,andtheiranswerswererecordedandanalyzed.
Fivethemesemergedfromatotalof159narrative
responses. The most-frequently voiced of these
(#1 at right)is a desireto have a setof commonI&Routcomesmeasuresthatcanbeusedtocom-
pare the performance of I&R programs to each
otherortoaservicebenchmark.
The secondgroup (#2) warrants a follow-up be-
cause the respondents indicate they are already
using anoutcomes protocolof somekind. Valu-
ableinsightsorpractices mayberevealed byinves-
tigatingthesefurther.
Thethirdtheme(#3)encompassedfivesmallerresponseclusters thatexpressedsupportforoutcomemeasuresasawayofimprov-
ingservice,demonstratingvalue,gainingfunding,andevaluatingeffectiveness.
TwolesserthemeswerethedesiretoincorporateoutcomemeasureswithexistingI&Rsoftware(#4)andsupportforsuchmeasures
providedtheydidntburdenstaffthatarealreadystretchedtothelimit(#5).
ASamplingofResponses
1. QuantitativeandQualitativeEvaluationiscritical...weneedtoknownowmorethaneverthatoureffortsaretruly
makinga difference-a documentabledifference. Wecan'taffordtospend timeandmoneyon thingsthataren't
reallygettingtheinformationtothepeoplewhoneedit.Thanksfortakingupthisissueofevaluation.(UnitedWayAgency/2-1-1)
2. Ittakesourserviceto thenextlevel-helps usbe moreaccountableandis criticaltoprogramevaluationandim-
provement...(PublicHealthAssociation)
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3. Twoyears fromnowthefundingavailableisgoingtobeevenmoredifficulttoaccess.Allthemorereasontodoit
today...(CommunityActionPartnership)
4. Our stateis coveredby aconsortiumof providersand weneed thisframeworkto drive serviceuniformity and
demonstrateatruesystem.(UnitedWayAgency/2-1-1)
5. Arewejustproposingdevelopinga frameworkforI&Rperse (asanindustrytool)orareweproposingamodelto
beusedtodeterminetheeffectivenessofI&RANDtheservicestowhichwerefer?Thelatterbeingpreferableasit
wouldprovideforamore'world-view'modelthatfunderscanusetobetterservepeople/communities/aswellasto
bettercommunicatethevalueofourservices.(ComprehensiveCommunityI&R/2-1-1)[italicsadded]
6. Wedefinitelyneed a frameworktomeasure I&Routcomes. Wehave beentryingtodevelopa processforyears
withoutsuccess.(HospitalMedicalCenter)
7. I'mconstantly ongrantstoexplainthe outcomes andI finditvery difficultespeciallywhen you're not following
throughtofindoutifpeoplecalledthereferralsorwerehelped.(SeniorInformation&AssistanceAgency)
8. Iwouldliketoseeafewdifferenttoolsdevelopedforconsideration;thenpossiblyallowAIRSmemberstovoteon
utilization.I wouldthinkitwouldbeimportantforall tousethesametools toensurecredibilityand uniformityfor
reviewers/fundingsources. ThereshouldalsobesufficienttrainingprovidedfreeofchargetoallI&Rprovidersre-
gardingthe toolanditsfunction/utilization.Thankyouforallowingustoparticipateinthissurvey!(CountyCoun-
cilonAging)
9. Wearecontinuouslyaskedbyfunders foroutcomesotherthantheactivity performed(referralsandcallshandled).
Theinterest is inknowingresultsofthe activity,such as the percentageofcallerswhoconnectedwithservices or
whoselives wereimprovedindefinable ways.AIRSstandards foroutcome-basedfollow-up questions andadequate
samplesizeswouldlendvalidityasweproposeoutcomestofunders,inthatwecouldpointtonationallyrecognizedachievementstandards.(ComprehensiveCommunityI&R/2-1-1)
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Thesurvey comments express strongsupport for developinga standardizedI&R/A outcomesframework. They alsoraisesome
trenchantquestions.
Forexample,comment#5asks about thegoalof anI&Routcomes framework: is itto improvethedelivery ofinformationwithin
the scopeofI&R/A,orisit,morebroadly,toenablesystem-wideimprovementcapabilityforthe largerhumanservicesystem?This
echoesaquestionraisedbyUniversityofNebraskaProfessorandAIRSmemberNancyC.Shankinherpaper ExaminingthePotentialBenefitsofa2-1-1System:QuantitativeandOtherFactors :
Additionalexplorationoftherolethat2-1-1s playinlinkingcallerstoappropriate servicesneedstobeundertaken.
Whodetermines whatkind of serviceis appropriate andefficaciousand, therefore,should beincluded ina 2-1-1
database?Should2-1-1sbeinthebusinessofmeasuringoutcomes,suchasclientsachievingself-sufficiency?Ifso,
whatistheirroleinevaluatingprograms?(Shank&Rosenbaum,2003,p.21;italicsadded).
Comment#8suggestsadevelopmentprocess thatinvolves the AIRSmembershipandwhichincludesavote onoutcomesmeasure-
mentalternativesinthe processofdecidinganationalstandard.This kindofenthusiasmwouldbeinstrumentalinmovingthispro-jectaheadsuccessfully.
Thiscomment,and otherslikeit,alsoremindus ofthevariety ofI&R/Aorganizationsinthe AIRSmembership. Suppose fora mo-
mentthataninclusivedevelopmentprocess producedacoresetofI&R/Aoutcomespractices andstandardsthatwasacceptedby
the majorityof AIRSmembers;andfurthersuppose thatwell-designedvariationscould bebuiltinto thismodel toaccommodate the
widerangeof the members institutionalcapacities,technologies,and funderdemands. Perhapsdevelopingbasic,intermedi-
ate,andadvanced outcomesmeasurementmodelswouldgoa longwayto securingthesupportofthe membershipfor this im-
portantwork.
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VII.MOVINGAHEAD
KeyConcerns
Astheprojectunfolded,questions naturallyemergedaboutwhethertheworkshouldproceedand,ifso,how. Hereareseveral of
thekeyconcernsthatwereraised.
FeasibilityfromaMemberPerspec\ve:The ProjectTeamcompiledandgeneratedideasofpotenalvaluetoanI&R/AOutcomes
Framework. Giventhe membershipsgeneral supportofanI&R/Aoutcomesframework(as reflectedin surveyresponses), how
woulditappraisetheTeams specificideas?Are theseideasworthyof furtherdevelopment? Wouldfocus groups bea logical
nextstepinansweringthisquestion?
Member Commitment: Howcommi[ed areAIRSmemberstodevelopinganI&R/AOutcomesFramework? The onlinesurvey
shows thatthereis stronginterestinanOutcomesiniave,and thatmembers havegoodideastocontribute. Theprojectstrat-
egypresentedinthenextfewpagesmakes itclearthata commitmentof memberme,experse,andresourcesisneededifthe
projectistoconnue.
TheRoleofAIRS: Itis clearthatthescopeofthis projectis significantin termsofits impacton I&R/A,its needfor parcipaon,resourcesandfunding,andthemerequiredfordevelopmentandimplementaon.WhatrolecanAIRStakeinthisprocess?As
theleadership, training,andcredenaling body forI&R/Aprofessionals,AIRSholds apreeminentplace inany OutcomesProject
forI&R/A.ShouldAIRSbethedevelopmentenginetodrivethisprocess?
ProjectStrategy:As notedabove,anOutcomesProjectis significantintermsofresource,funding,andmerequirements.What
strategywouldbestbesuitedforsuchaproject?
Insomeways,thisis themost readily answeredoftheseimportantquestions. Avariationofthe classicsystems analysisand
designmodel wouldprovide anexcellentmeans ofconceptualizingand managingan OutcomesProject. Thefollowingtwo
pagespresentanoutlineofaprojectstrategywhichcouldberefinedandexpandedtomeettheneedsofanOutcomesProject.
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ProjectStrategy
StatusIndicators:=complete;=startedbutnotcomplete;=notstarted
Pha
Dev
tot
se0:I
lopp
eAIR
dea\on
reliminaryideasfortheOutcomesFramework.GaugememberinterestintheOutcomesFramework.ReviewfindingsandmakerecommendaZons
Board.
1 ProjectTeamgeneratesiniZalOutcomesFrameworkideas
2 ProjectTeamgaugesmemberinterestinOutcomeswithonlinesurvey
3 AIRSstaffprovidesOutcomesProjectReporttoBoard(5/25/11)
4 IntegerpresentsOutcomesProjectReporttoBoard(6/4/11)
5 MakeOutcomesProjectReportavailabletoAIRSMembers(July,2011)
Pha
The
and
se1:
Feasib
extern
easibility
ilityPhaseestablisheswhetherdevelopingandimplemenZnganOutcomesFrameworkisfeasiblefromtheperspecZvesoftheAIRSmembership
alconsZtuents.IftherefinedOutcomesFrameworkisdeterminedtobefeasibleandfundingisavailable,theprojectproceedstotheDesignPhase.
R
eprese
AIRS
Proje
Proje
Proje
Proje
Proje
AIRS
nta\veAc\vi\es:
BoardapprovesFeasibilityPhaseproposal,funding,andprojectplan;appointsProjectTeam
tTeamdefineskeyinternalandexternalconsZtuentsegments
tTeamconductsFocusGroupsandOutreachtointernalconsZtuents;revisesOutcomesFrameworkbasedoninput
ctTeamconductsFocusGroupsandOutreachtoexternalconsZtuents;revisesOutcomesFrameworkbasedoninput
tTeamcanvassespotenZalfunders,humanserviceorganizaZons,andotherparZcipants,andcompilessalientinformaZon
tTeampresentsfindingsandrecommendaZonstoAIRSBoard
BoardapprovesDesignPhaseproposal,funding,andprojectplan;addsresourcesasneededtoProjectTeam
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StatusIndicators:=complete;=startedbutnotcomplete;=notstarted
Pha
The
are
Ifth
se2:
Desig
review
eAIRS
esign
PhasetransformsthefindingsfrompreviousphasesintooneormoredesignsthatincorporatekeydefiniZons,metrics,andprocesses.Thedesigns
edwithinternalandexternalconsZtuencies,revisedasnecessary,andpresentedtotheAIRSBoard.
Boardapprovesthedesignsandfundingisavailable,theprojectproceedstotheDevelopmentPhase.
Pha
The
eac
Ade audi
fied,
Ifth
se3:
Devel
pote
tailed iencea
conta
eAIRS
evelopment
pmentPhaseproducesworkingprototypesfromthedesign(s)ofthepreviousphase.EachprototypeisreviewedwithmulZplerepresentaZvesof
Zaluseraudience.TheuseraudienceincludesI&R/AorganizaZonsandmayincludestakeholders,suchasfunders,thatarewillingtoparZcipate.
walkthroughofeachprototypeisconducted,andrevisionsaremadeonthebasisofuserfeedback.I&R/Afieldtestagenciesareselectedfromeach ndpreparedfortesZng.Foreachtestsite,representaZvesfromlocalfundingorganizaZons,serviceproviders,andotherstakeholdersareidenZ-
cted,andengagedinreviewingtheprototypes.
Boardapprovestheprototypesandfundingisavailable,theprojectproceedstotheFieldTesZngPhase.
Pha
The
eac
tors
Bas
req
Ifth Pha
se4:
Field
field
that
dont
ireme
eAIRS e.
ieldTes\ng
esZngPhaseengagesI&R/AagenciesintesZngtheOutcomesFrameworkandMethodssuitableforaparZcularaudience.Adetailedaccountof
testiscreatedandusedtoguidecorrecZonandrefinementofdefiniZons,metrics,andprocesses.Stakeholdersprovidedetailedfeedbackonfac-
illenableorpreventsuccessfuluseofthenewFramework.Acost/benefitmodelisdevelopedtojusZfytheinvestmentinthenewmethods.
heFieldTestresults,theProjectTeamdevelopsanimplementaZonstrategythatincludesphasingbyaudienceorothermembersegment,training
nts,resourcerequirements,andotherfactors.
BoardapprovestheresultsoffieldtesZngandtheimplementaZonstrategy,andiffundingisavailable,theprojectproceedstotheImplementaZon
Pha
The
take
se5:I
AIRS
ntom
plementa\on
utcomesFrameworkisimplementedinthephasesspecifiedbytheimplementaZonstrategy.Ongoingmonitoringandqualityassuranceareunder-
aximizetheeaseandeffecZvenessofthetransiZon.
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APPENDICES
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Appendix1:References5
Flowers,A.(2009,June23).I&RInnovations:Discoveringthefoundationsofcustomerservice. PresentationforNational AgingI&R
SupportCenterLecture Series,NationalAssociationof StatesUnited forAging andDisabilities,Washington, D.C. Retrieved from
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Harris,E.(2008,May21).ABCsofsatisfaction&impactsurveys .PresentationattheAllianceofInformation&ReferralSystems30th
AnnualTrainingandEducationConference,Houston,TX.
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Lampkin,L. M.&Hatry,H.P.(2003).Keystepsinoutcomemanagement.SeriesonOutcomeManagementforNonprofitOrganiza-
tions.Washington,DC:TheUrbanInstitute.Retrievedfrom http://www.urban.org/publications/310776.html
Latzer,A.(2008,May21).211Centers:Doingit,thehowofmetrics;whattocollectandhowtouseit! PresentationattheAllianceof
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Latzer,A.(2010,May24).Quality,training,andcoachingBestpracticesforI&Rcontact centers.PresentationattheAllianceofIn-
formation&ReferralSystems32ndAnnualTrainingandEducationConference,Rochester,NY.
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Levinson,R.W.(2002).Newroutestohumanservices:Informationa ndreferral.NewYork,NY:Springer.[Springer Publishing Companyoffersa 20%discountto AIRSmembersfor purchaseof Levinson'sbook. It isavailable atthe Springer PublishingCompany
website.AIRSmembersshoulduse PromoCodeAIFS.Shipping withintheUnited Statesisfreewhenordering throughtheSprin ger website.Usedcopiesmay
beavailableatamazon.com,PowellsBooks,orotherbooksellers.]
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ReferralSystems29thAnnualTrainingandEducationConference,Jacksonville,FL.
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Michigan211,Inc.(2011).Michigan211businessplan.Lansing,MI:Author.
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5Wherepossible,linkstoarticles,books,andpresentationshavebeenprovided.ThelinkswereoperativeasofJuly15,2011,butmaysubsequentlychange.
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Miloff,M. & Associates(2007).Tappingthe211InformationGoldmine.[Reportpreparedfor 211Ontario].Toronto,Ontario,Can-
ada.
MunicipalBenefits Committee,Ontario211 Team,UnitedWays ofOntario(2007).WhobenefitsfromOntario211?[Reportpre-
paredforAssociationofMunicipalitiesofOntario].Toronto,Ontario,Canada.
Nayyar-Stone,R.,&Hatry,H.P. (2003).Findingoutwhathappenstoformerclients.Series onOutcomeManagementforNonprofit
Organizations.Washington,DC:TheUrbanInstitute.Retrievedfrom http://www.urban.org/publications/310815.html
Netten, A., &Forder, J.(2008).Measuringthe outputsof informationand adviceservices:Initialreport. (PSSRU Discussion Paper
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Neuffer,M.H.(2011).AIRSresearchatlas .Retrievedfromhttp://integerconsult.com/airs/
Reisz,I.,&Goodman,G. (2010).Whyeldersdonotfollowuponsuggestionstheyrequested:AnexploratorystudybyCareforElders
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Sheppard, V.&Christopher,J. (2001).Measuringoutcomesinthedeliveryofinformationandreferralservices: Maternalandchild
healthexample. InformationandReferral,23 ,189-235.RetrievedfromAIRSarchives.
Sim,S.C.,&Rocha,K.A.(1998).Aqualitativeandquantitativeapproachinevaluatingatelephonebasedinformationandreferral
program.InformationandReferral,20 ,1-14.RetrievedfromAIRSarchives.
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Appendix2:LogicModels
DETAILEDLOGICMODELSBASEDONSAXTON-NETTENFRAMEWORK
Becauseofitssize,themodelhasbeendividedintothethreelevelsofoutcomesasdefinedbySaxtonandNeen.Thisporonofthe
modelshowsshowstheindividualclientseekingandreceivinghelp.Posiveandnegaveoutcomesaresuppliedforeachstage;the
detailofprocessstepshasbeenomied.(A}ercomplengthismodel,theOutcomesCommieedecidedthatworkingatahigherlevelofabstraconwouldbemorehelpful,andthatthisdegreeofdetailwouldhavetobeelaboratedatalaterme.)
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DETAILEDLOGICMODELSBASEDONSAXTON-NETTENFRAMEWORK
Thesecondporonofthemodeldealswiththeorganizaonallevelofoutcomes.Toconservespace,onlytheposiveoutcomeshave
beenshowninthisdiagram.
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DETAILEDLOGICMODELSBASEDONSAXTON-NETTENFRAMEWORK
Thethirdporonofthemodeldealswiththesocietallevelofoutcomesverybriefly.Toconservespace,onlytheposiveoutcomes
havebeenshowninthisdiagram.
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Appendix3:211LADevelopmentalScreeningProjectFactSheet
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Appendix4:AIRSOutcomesSurvey
1.PLEASEIDENTIFYYOURSELFANDYOURORGANIATION
2.PLEASEDESCRIBETHESERVICEFOCUSOFYOURORGANIATION.CHECKMORETHANONEONLYIFAPPROPRIATE.
I&RandI&R?AforAgingand/orDisabledPopulaZons I&RforOtherSpecialPopulaZons(e.g.,Youth,Families) I&RforGeneralCommunity
CrisisIntervenZonServices Other(specify)
3.FORTHESEAUDIENCES,HOWIMPORTANTISITTODAYTOCREATEAFRAMEWORKFORDEFININGANDMEASURINGI&ROUTCOMES?
(a)YouasanI&RorI&R/AProfessional (b)YourOrganizaZon (c)HumanServiceProvidersinYourCommunity(d)YourFunders (e)YourLocalGovernment
Scale:NoOpinionNotImportantSomewhatImportantVeryImportant
4.FORTHESEAUDIENCES,HOWIMPORTANTWILLITBETWOYEARSFROMNOWTOHAVEAFRAMEWORKFORDEFININGANDMEASURINGI&ROUTCOMES?
(a)YouasanI&RorI&R/AProfessional (b)YourOrganizaZon (c)HumanServiceProvidersinYourCommunity(d)YourFunders (e)YourLocalGovernment
Scale:NoOpinionNotImportantSomewhatImportantVeryImportant
5.FORTHESEPURPOSES,HOWIMPORTANTISITTOYOURORGANIATIONTOCREATEAFRAMEWORKFORDEFININGANDMEASURINGI&ROUTCOMES?
( a) G eng funding fromloca lgove rnme nt( city,county) ( b) G eng funding fromstategove rnme nt ( c) G eng funding fromfe de ra lgove rnme nt(d)GengfundingfromUnitedWay (e)Gengfundingfromotherprivatesources(e.g.,foundaZons) (f)TroubleshooZngservicesystembarriersandproblems(g)DemonstraZngthevalueofI&Rtothegeneralpublic (h)Other(specify)
Scale:NoOpinionNotImportantSomewhatImportantVeryImportant
6.HOWHELPFULTOYOURORGANIATIONWOULDITBETOFORAIRSTODEVELOPANOUTCOMESFRAMEWORKTHATINCLUDES:
(a)CleardefiniZonsofwhati&Routcomesare (b)GuidelinesandmethodsformeasuringI&Routcomes (c)InformaZononbestpracZces,methodsofimprovingoutcomes,etc.
Scale:NoOpinionNotImportantSomewhatImportantVeryImportant
7.WHATISTHEBESTWAYOFDESCRIBINGTHESUBJECTOF"OUTCOMES"INTHECONTEXTOFINFORMATIONANDREFERRAL?DOYOUTHINK"OUTCOMES"SHOULDSTANDALONEASADISTINCTIVECONCEPTANDWORD,ORDOESITLOGICALLYFALLUNDERTHEUMBRELLAOFI&R"QUALITYASSURANCE"?
Scale:NoOpinionNotCertainI&ROutcomesI&RQualityAssurance
8.WHATKINDSOFOUTCOMESMEASUREMENTTOOLSWOULDBEUSEFULTOYOURI&RORGANIATION?
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