embracing technology to measure outcomes

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Maya Romic [email protected] Embracing Technology to Measure Outcomes Technology and RBA™

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Page 1: Embracing Technology to Measure Outcomes

Maya [email protected]

Embracing Technology to Measure Outcomes

Technology and RBA™

Page 2: Embracing Technology to Measure Outcomes

• Implementation and Sustainability • Efficiency • Transparency • Connection

• Why is technology important?

Page 3: Embracing Technology to Measure Outcomes

Outcomes Focused Organisation• Mission and Vision Statements use language of contribution and are backed by data

• Strategic Plan starts with clear Service Outcomes the organisation is responsible for

• Each Service Outcome has identified performance measures

• Each Program has identified performance measures which align with Service Outcomes measures

• Data is captured and updated regularly

• Turn the Curve process is utilised regularly and is used to drive decision making in the organisation

• Outcomes drive Operation

• Outcomes-focussed culture is maintained

Page 4: Embracing Technology to Measure Outcomes

• Research • What are your needs?• Product reputation• Get second/third/fourth opinion

• Cost Benefit Analysis• Product cost vs. time saved• What value does it bring? • Support needed

• Think long-term • Is it sustainable?

• Using Technology

Page 5: Embracing Technology to Measure Outcomes

• Data collection, storage and analysis: • How the Results Scorecard® module in Efforts to

Outcomes® helps with this crucial work

• Data is captured and updated regularly• Turn the Curve process is utilised regularly and is used to

drive decision making in the organisation

Page 6: Embracing Technology to Measure Outcomes

PERFORMANCE ACCOUNTABILITY

6Confidential - Copyright, 2014 Social Solutions Global All Rights

Reserved

Page 7: Embracing Technology to Measure Outcomes

Programs & OrganisationsFor programs and organisations, the performance measures focus on whether customers are better off as a result of your services.  These performance measures also look at the quality and efficiency of these services.  RBA asks three simple questions to get at the most important performance measures:• How much did we do?• How well did we do it?• Is anyone better off?

Page 8: Embracing Technology to Measure Outcomes

“You Can't Manage What You Don't

Measure”paraphrasing of an original quote by Lord Kelvin. The first to use this

paraphrasing was Bill Hewlett, the co-founder of Hewlett Packer.

“…if I keep no record of what I do, I can always assume I’ve succeeded.”

- Stephen Colbert- *10 Key Takeaways From Bill Gates' Annual Letter 2013*

Page 9: Embracing Technology to Measure Outcomes

Formal Definition of Performance Management

“The systematic process by which an agency involves its employees, as

individuals and members of a group, in the accomplishment of agency mission

and goals”

Page 10: Embracing Technology to Measure Outcomes

PerformWell Performance Management Definition

• Performance management is a dynamic process that is designed to better understand program operations, monitor outcomes, and ultimately, help nonprofits become high performing organisations which produce outcomes.

• It involves regular, ongoing performance measurement, reporting, analysis, and program modification.

Page 11: Embracing Technology to Measure Outcomes

Performance Management in Action

DIRECTSERVICE

CASE MANAGEMENT

MANAGECASE LOAD

TRACK SERVICES AND

PROGRESSPROGRAM

MANAGEMENT

MONITOR SERVICE DELIVERY

DETERMINE WHAT WORKS

AND WHAT NEEDS TO BE

FIXED

EXECUTIVE LEADERSHIP

VALIDATE AND IMPROVE

EVIDENCE OF IMPACT

BUILD CAPACITY AND INCREASE FUNDRAISING

Page 12: Embracing Technology to Measure Outcomes

INDIVIDUAL PERFORMANCE DASHBOARDS

Page 13: Embracing Technology to Measure Outcomes

Confidential - Copyright, 2015 Social Solutions Global All Rights Reserved

ETO AS THE HUB OF YOUR ORGANISATION

Assessment / Identify NeedsService DeliveryInteroperabilityReferralReporting / Outcomes TrackingClient Enrollment

Client / Patient Records

Intake Eligibility Demographics Enrollment Families/Households 360 View

Pre/Post Baseline/Follow up Surveys Progress tracking Touch Points Point in time Snapshots

Case Management 1:1 or Group Services Dashboards To Do Lists Service Plans Efforts Tracked Outcomes Measured Case Progress tracking Individualized Case

Planning

ETO has 3 options: Open API’s – “Magic Data Bridge” Automated Import/Export (Scheduled,

FTP Secure server) Batch Import/Export (Manual, Excel,

CSV)

Collaboration Community Approach

Target Populations Comparing Programs Measuring Progress

IndividualsStaffProgramOrganization

Service delivery trends Required Reporting

Page 14: Embracing Technology to Measure Outcomes

RESULTS SCORECARD

wConfidential - Copyright, 2014 Social Solutions Global

All Rights Reserved

Page 15: Embracing Technology to Measure Outcomes

Results Scorecard

Page 16: Embracing Technology to Measure Outcomes

Data CollectionData is

collected within ETO Software’s

TouchPoints

Page 17: Embracing Technology to Measure Outcomes

ETO Results

An aggregate

report is

built within ETO

Results

Page 18: Embracing Technology to Measure Outcomes

Export Data

Once the data has been collected and aggregated, users can select ‘Options’ to the right of the Report name.

Page 19: Embracing Technology to Measure Outcomes

RBA Scorecard Load

Select the date range of

data you’d like to appear in the Results

Scorecard

Page 20: Embracing Technology to Measure Outcomes

Results Scorecard

Page 21: Embracing Technology to Measure Outcomes

IN PRACTICE AT THE BROTHERHOOD OF

ST LAURENCE

7Confidential - Copyright, 2015 Social Solutions Global All Rights

Reserved

Page 22: Embracing Technology to Measure Outcomes

IMPLEMENTATION PROCESS AND TIMELINE

DevelopingOutcomeMeasures

Requirements Gathering Blueprint Configuration Training and

Go-LiveOutcome Reporting

Definition of goals and objectives

Setup of programs, assessments,

outcomes, and reports

Demonstrated Return on

Investment

Mapping of requirement

s to Technology

Gathering of existing reports, processes, and

programs

Customised Administrator and End

User Training

Month 1 Month 2 Month 3 Month 4 Month 6