show me the outcomes - united states

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Show Me the Outcomes! Evaluating and Proving Your Impact on the Community Kathryn Engelhardt-Cronk Founder/CEO/President Community TechKnowledge, Inc. [email protected]

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Show Me the Outcomes! Evaluating and Proving Your Impact on the Community Learn how to: 1. Understand how to build a successful outcomes plan for your nonprofit organization 2. Increase your funding by proving your program success to your funders 3. Make informed decisions about future programming and resource allocation You will also receive an inside view of the Apricot Outcomes Palette™, a dynamic outcomes reporting tool Presented by: Kathryn Engelhardt-Cronk Founder/CEO/President Community TechKnowledge, Inc.

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Page 1: Show Me the Outcomes - United States

Show Me the Outcomes! Evaluating and Proving Your Impact on the Community

Kathryn Engelhardt-Cronk Founder/CEO/President Community TechKnowledge, Inc. [email protected]

Page 2: Show Me the Outcomes - United States

Why Are You Here Today?

  How am I going to continue to raise funds to keep my nonprofit running?

  How am I going to prove that our services are a success?

  How do I keep my staff focused on what works?

  How can I save money, while increasing our capacity to serve?

  How do I keep my board and other volunteers informed of our organization’s progress

  How do I engage and empower our consumers in their progress

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You Will Need Technology Tools to Support Your New Outcomes/Evaluation Plan

Solution to Your “Pain”- #1

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Benefits of Technology in Implementing an Outcomes Model

1.  Provide a simple, completely secure and straightforward, easy and efficient, unique data entry at the point of service

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Benefits of Technology in Implementing an Outcomes Model

1.  Simple, completely secure and straightforward, easy and efficient, unique data entry at the point of service

2.  Provide sophisticated, visually clear and attractive, informative reports in a variety of color-coded, graphic formats

Page 6: Show Me the Outcomes - United States

Benefits of Technology in Implementing an Outcomes Model

1.  Simple, completely secure and straightforward, easy and efficient, unique data entry at the point of service

2.  Sophisticated, visually clear and attractive, informative reports in a variety of color-coded, graphic formats

3.  Allow you to provide consumers, policy makers, staff and funders with timely critical information re: your mission, progress & success

Page 7: Show Me the Outcomes - United States

Benefits of Technology in Implementing an Outcomes Model

1.  Simple, completely secure and straightforward, easy and efficient, unique data entry at the point of service

2.  Sophisticated, visually clear and attractive, informative reports in a variety of color-coded, graphic formats

3.  Consumers, policy makers, staff and funders receive critical information re: your mission, progress & success

4.  You won’t have to be Archimedes to track your data

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You (or me) Tracking Outcomes Without Technology

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You Reporting Outcomes WITH Technology

Permanent Senior Access Green Arts Access Increased Pre-School Decrease

Housing to Health Care Strategy for School Voter Readiness School

Education Age Children Registration Drop Out %

Page 10: Show Me the Outcomes - United States

Develop an Outcomes/Evaluation Plan!

Solution to Your “Pain” - #2

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1.  To define program/project success

At Least 5 Good Reasons …

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1.  To define program/project success 2.  To understand the components and process

of success

At Least 5 Good Reasons …

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1.  To define program/project success 2.  To understand the components and process

of success 3.  To prove program/project success

At Least 5 Good Reasons …

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1.  To define program/project success 2.  To understand the components and process

of success 3.  To prove program/project success 4.  To make informed decisions about future

programming and resource allocation

At Least 5 Good Reasons …

Page 15: Show Me the Outcomes - United States

1.  To define program/project success 2.  To understand the components and

process of success 3.  To prove program/project success 4.  To make informed decisions about

future programming and resource allocation

5.  To qualify for more and larger grants and for other funding

At Least 5 Good Reasons …

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In a Perfect World …

Outcome/Evaluation models are implemented as a part of a total community-wide Impact Strategy

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(Where YOU, the Service Provider, Gain Focus and Begin Planning)

Impact Area/s

Outcomes

Indicators

Milestones Target Achievement

Impact Strategy/Statement

5 Step Impact/Outcomes Framework

Page 18: Show Me the Outcomes - United States

Step 1: What is an Impact Strategy Statement?

MANY stakeholders develop a community-wide, long-term strategy that includes the relevant universe and that results in a quality of life-based statement.

Page 19: Show Me the Outcomes - United States

In Other Words…

Most service provider organizations DO NOT create or sustain community-wide Impact Strategies.

Page 20: Show Me the Outcomes - United States

Sample Impact Strategy Statements

Promote community-wide wellness

Build vibrant and tolerant democracies whose governments are accountable to their citizens.

Page 21: Show Me the Outcomes - United States

(Where YOU, the Service Provider, Gain Focus and Begin Planning)

Step 1

Impact Area/s

Outcomes

Indicators

Milestones Target Achievement

Promote community-wide wellness

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This is where strategic thinking begins to focus on the specific needs of a community or special demographic

Tip #1. Allows Service Providers and Funders to begin to understand where their organizations and programs “fit” within the strategy and how they can make a measureable difference.

Step 2: Impact Areas

Page 23: Show Me the Outcomes - United States

Sample Impact Areas

Promote community-wide wellness

Impact Area: Health

Impact Area: Housing

The Open Society Institute works to build vibrant and tolerant democracies whose governments are accountable to their citizens.

Page 24: Show Me the Outcomes - United States

Step 2

Outcomes

Indicators

Milestones Target Achievement

Promote community-wide wellness

Housing

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…where your work begins

Step 3: Outcomes

But first, let’s create a fictitious organization that needs an Outcomes/Evaluation Plan.

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The Nonprofit: “Life Skills Housing Access”

Program for which funding

is needed: Homeless Housing

Services

Mission: “To provide effective and enhanced housing options that meet the needs of all community members.”

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Outcomes Definition

Outcomes are benefits or changes for individuals or populations during or after participating in program activities and/or influenced by a program's outputs.

(a.k.a. Objectives; Strategic Themes)

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Outcome Attributes

 Can be measured

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Outcome Attributes

 Can be measured  Are directly related to Impact Areas

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Outcome Attributes

 Can be measured  Are directly related to Impact Areas  Acts to define performance goals of

Impact Strategy

Page 31: Show Me the Outcomes - United States

Outcome Attributes

 Can be measured  Are directly related to Impact Areas  Acts to define performance goals of

Impact Strategy  Requires periodic review

Tip #2. Individual or multiple Outcome/s can be collaboratively imposed by funders OR developed by the service provider or a communicating consortium of providers.

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“Permanent Housing Access for Homeless Individuals in Our Community”

Sample Outcome

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Outcomes Statement

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Step 3 Permanent Housing For Our Homeless

Indicators

Milestones Target Achievement

Promote community-wide wellness

Housing

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 Specific, measure-able performance goals, consisting of individual outputs, inputs and milestones/targets.

Step 4: Indicators

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What Are Indicators?, con’d.…

 Specific, measure-able performance goals, consisting of individual outputs, inputs and milestones/targets.

 These Indicators are tracked to measure how well a program is achieving an Outcome.

Page 37: Show Me the Outcomes - United States

Indicator Attributes

 Definable, quantifiable, measure-able

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Indicator Attributes

 Definable, quantifiable, measure-able

 Metrics are drawn upon analysis of available national /regional information

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Indicator Attributes

 Definable, quantifiable, measure-able

 Metrics are drawn upon analysis of available national /regional information

 Aligns Outcomes with your services’ relevance

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Two (2) Sample Indicators

Indicator #1: 80% of program Participants Will Successfully Acquire Permanent Housing

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Two (2) Sample Indicators

Indicator #1: 80% of program Participants Will Successfully Acquire Permanent Housing

Indicator #2: 85% of Enrollees Will Report a Better Understanding of Available Housing Options

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Permanent Housing for Our Homeless

Milestones Target

Achievements

Promote community-wide wellness

Housing

80% of program Participants Will Successfully Acquire Permanent

Housing Step 4

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Indicator/s Statement

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Step 5: The Evaluation Plan

Now comes the hardest (and the most satisfying) component of Outcomes Modeling.

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The Definition:

Strategies and objectives for a program's, client’s/consumer’s or group of clients’/consumers’ level of achievement and how you will prove success.

What is Performance Evaluation?

a.k.a Service or Consumer Goals; Results

Page 46: Show Me the Outcomes - United States

Performance Evaluation / Measurement Attributes

  Definition of target population/s

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Performance Evaluation / Measurement Attributes

  Definition of target population/s   Identification of service/program inputs, and

outputs and goals that tie to each Indicator

Page 48: Show Me the Outcomes - United States

Performance Evaluation / Measurement Attributes

  Definition of target population/s   Identification of service/program inputs, and

outputs and goals that tie to each Indicator   Expectations defined that directly correlate

with analysis of what constitutes successful performance

Page 49: Show Me the Outcomes - United States

Performance Evaluation / Measurement Attributes

  Definition of target population/s   Identification of service/program inputs, and

outputs and goals that tie to each Indicator   Expectations defined that directly correlate

with analysis of what constitutes successful performance

  Progress is monitored via defined methodologies to measure Indicator fulfillment

Page 50: Show Me the Outcomes - United States

Permanent Housing for Our Homeless

Milestones Target

Achievements: Evaluation Plan

Promote community-wide wellness

Housing

80% of program Participants Will Successfully Acquire Permanent

Housing Step 4

Page 51: Show Me the Outcomes - United States

Unique Performance Milestones

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  Target Population: 50 males and females, aged 18+ who are currently homeless or living in temporary quarters

Homeless Housing Services: Performance Measurement Example …

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  Target Population: 50 males and females, aged 18+ who are currently homeless or living in temporary quarters

  Service Description: Counseling and one-to-one support to prepare and place homeless individuals for permanent housing access

Plan Description

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  Target Population: 50 males and females, aged 18+ who are currently homeless or living in temporary quarters

  Service Description: Counseling and one-to-one support to prepare and place homeless individuals for permanent housing access

  Inputs: Three full-time staff counselors; Life Skills Housing Funds - total $20,000; resource lists of local AA and NA groups; bus vouchers for transportation to groups: total $500; furniture vouchers for each successfully placed participant: total $4,500

Plan Description

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Performance Measurement Example: Outputs

  50 homeless individuals recruited

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers   Each participant attends three AA or NA

meetings prior to apt application (150 meetings)

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers   Each participant attends three AA or NA

meetings prior to apt application (150 meetings)

  Each participant applies for, and views, at least three available apartments (150 views)

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers   Each participant attends three AA or NA

meetings prior to apt application (150 meetings)

  Each participant applies for, and views, at least three available apartments (150 views)

  Each participant applies for Life Skills Housing Fund assistance of $500

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers   Each participant attends three AA or NA

meetings prior to apt application (150 meetings)

  Each participant applies for, and views, at least three available apartments (150 views)

  Each participant applies for Life Skills Housing Fund assistance of $500

  Each successful participant receives Re-Use Network voucher for furniture assistance – each participant $100

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Performance Measurement Example: Outputs

  50 homeless individuals recruited   Each applicant receives $10 in bus vouchers   Each participant attends three AA or NA

meetings prior to apt application (150 meetings)

  Each participant applies for, and views, at least three available apartments (150 views)

  Each participant applies for Life Skills Housing Fund assistance of $500

  Each successful participant receives Re-Use Network voucher for furniture assistance – each participant $100

  Each applicant receives moving assistance

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Demographic/Output Data Collection

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Client Demographics

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Client Demographics: Age

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Output Tracking Form

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Sample Program Output Report

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Performance Measurement Example – Program Goals

Consumer/Program Goals  40 of all 50 of program enrollees

successfully placed in permanent housing for at least 60 days

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Performance Measurement Example – Program Goals

Consumer/Program Goals  40 of all 50 of program enrollees

successfully placed in permanent housing for at least 60 days

 47 of 50 enrollees self-report that they understand more about planning for and finding housing

Page 69: Show Me the Outcomes - United States

The Completed Impact Strategy Outcomes Framework

Basic Needs/Housing

Permanent Housing Access for Homeless

Homeless Housing

Evaluation Plan

Promote community-wide wellness

80% of Participants Will Successfully Acquire Permanent Housing

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Consumer Program Goals

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60 Day Follow Up--by Program

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Evaluation Methodology:  Enrollees self-report AA/NA Attendance

Methodology Examples

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Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application

Methodology Examples

Page 74: Show Me the Outcomes - United States

Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application  Counselors document 3 apartment applications

and viewing

Methodology Examples

Page 75: Show Me the Outcomes - United States

Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application  Counselors document 3 apartment applications

and viewing  Counselors document apartment acceptance

and furniture voucher is provided

Methodology Examples

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Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application  Counselors document 3 apartment applications

and viewing  Counselors document apartment acceptance

and furniture voucher is provided  Move-in date and event are documented by

counselor

Methodology Examples

Page 77: Show Me the Outcomes - United States

Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application  Counselors document 3 apartment applications

and viewing  Counselors document apartment acceptance

and furniture voucher is provided  Move-in date and event are documented by

counselor  Counselor schedules 60-day follow-up visit to

assess housing permanence

Methodology Examples

Page 78: Show Me the Outcomes - United States

Evaluation Methodology:  Enrollees self-report AA/NA Attendance  Counselors document Life Skills Housing Fund

application  Counselors document 3 apartment applications

and viewing  Counselors document apartment acceptance

and furniture voucher is provided  Move-in date and event are documented by

counselor  Counselor schedules 60-day follow-up visit to

assess housing permanence  Counselor contacts both unsuccessful enrollees

and successful enrollees to request self-report on knowledge gained and assesses interest in renewed attempt

Methodology Examples

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Consumer Measurements

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Attendance Measurement

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Program Measurements

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Individual Milestone Tracking to Achieve Indicator/Outcome

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Individual Breaching Milestones

Unmet

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Aggregated Milestone Tracking to Achieve Program Indicator/Outcome

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Q&A