July 2009

WISMS - IM&T WorkgroupFinalizing the Balanced Scorecard

Kevin Truby

Defining the objective

✤ “In two years time how will we know that the WISMS ICO project has been a success?”

✤ What are the indicators (from each of the task-groups) that will show improvement?

✤ Where are we starting (the baseline)?

✤ What is ‘better’?

✤ 3 metrics per worksgroup

We need to....

✤ Agree each metric (this week)

✤ Design the collection, storage and reporting systems (I,M&T)

✤ Weight each metric within each group (not as urgent)

✤ Weight each group against the others (not as urgent)

✤= A Balanced Scorecard

For each Metric define:

✤ Definition – what is it?

✤ Baseline or Comparator – Oct 1 2009 or similar control

✤ Currency – Attendances / Service Users / Events / Completions

✤ Timescale – per day / week / month / quarter / year / project

✤ Validations – is the data accurate?

SMART metrics

✤ Specific

✤ Measurable

✤ Achievable

✤ Realistic

✤ Timebound

✤ Able to be described as a single set of data

✤ Can we put a figure / element of data against it

✤ Can we achieve it (i.e. not more outcomes than available Service Users)

✤ No, can we really achieve it?

✤ per day / week / month / year / project

Workshop 1 – Economic Benefit

✤Social Return on Investment Model

✤Reduction in Crime

✤Reduction in A&E Attendances (ICD10 Primary diagnosis??)

✤Reduction in Benefits Paid

Workshop 1 – Economic Benefit scratchpad

✤ EB1 – Reduction in crime

✤ Collect Turning Point data on number of Referrals from Criminal Justice System for SU

✤ Collect data from Police of number of these SU offences after the referral

✤ Assume £x X 3(?) X cost of drug habit

Workshop 1 – Economic Benefit scratchpad

✤ EB2 – Reduction in A&E

✤ Count number of Service Users attending A&E per month

✤ List ICD10 codes applicable (Primary and Secondary)

Workshop 1 – Economic Benefit scratchpad

✤ EB3 – Reduction in Benefits paid

✤ Collect Benefits paid (average per SU) per month

✤ (Income??)

Workshop 1 – Economic Benefit scratchpad

✤ WISMS Database (List by WISMS Service User)

✤ Who is in the dB?

✤ How do we add SU? (New / Returners)

✤ How do we (do we??) remove SU from dB?

✤ Impact Map (Paula)

✤ Other metrics

Workshop 1 – Economic Benefit scratchpad

✤Information sharing agreement✤Third Sector / DWP

✤Information✤Map✤Narrative✤Data Design

✤Benchmarking

Workshop 1 – Balanced Scorecard

✤ What will it be used for?

✤ DH reporting

✤ Management Reporting

✤ Service Development

ActionAction

Workshop 2 – User Experience

✤Outcomes

✤Personal Development

✤Professional Development

✤Social Integration

✤‘The Village Project’

Workshop 2 – User Experience

✤User Groups

✤1 – already engaged

✤2 – new access

✤Measures?

✤Attendance v outcome

✤Per month / year / project

Workshop 2 – User Experience scratchpad

✤PD1 – No of SU / VP (attendances) attending Harm Reduction per month

✤PD2 – No of SU / VP (attendances) attending a Personal Support session each month

✤PD3 – No of SU /VP (attendances) attending a Structured Day Programme

✤PD4 – No of SU engaged in Village Project

Workshop 2 – User Experience scratchpad

✤Prof1 – No of SU / VP attending College Training (courses) each month

✤Prof2 – No of SU / VP attending an internal /on-site Training (courses) session each month

✤Prof3 – No of SU / VP attending JC+ employment Training each month

Workshop 2 – User Experience scratchpad

✤ Social Reintegration

✤ SR1 - No of SU / VP attending P2W each month

✤ SR2 - No of SU / VP attending JC+ Interviews each month

✤ SR3 - No of SU / VP becoming volunteers each month

✤ SR4 - No of SU / VP becoming employed each month

Workshop 3 - Individual Health and Wellbeing

✤3 Groups of Metrics

✤Physical Health

✤Social Integration

✤Financial Management

Workshop 3 - Individual Health and Wellbeing

✤ 2 measures per Group of Metrics

✤ Physical Health (Well-Being Screen / WISMS)

✤ Increase in SU participating in 30 minutes of activity on 3 or more days per week (IHW-P1)

✤ Increase in number of referrals to smoking cessation clinics (IHW-P2 a,b,c) – Referrals / Attendances / 4wQ

Workshop 3 - Individual Health and Wellbeing

✤ 2 measures per Group of Metrics

✤ Social Integration (Turning Point / Care Plan)

✤ Increase in the number of SU reporting positive relationships with family and carers (IHW-S1)

✤ Increase in the number of SU involved in community groups, activities and involvement (IHW-S2)

Workshop 3 - Individual Health and Wellbeing

updated

Workshop 3 – IH &WB scratchpad

✤ Qualitative Answer (Turning Point / Care Plan)

✤ Q1 – Social (0 - - 20)

✤ Q2 – Physical

✤ Q3 – Financial

✤ Q4 - Happiness

Workshop 3 – IH &WB scratchpad

✤ Individual SU Survey

✤ Baseline

✤ Quarterly (Care plan review)

✤ Summary data

✤ Physical Exercise Questions

✤ 3 Smoking questions

Workshop 3 – IH &WB scratchpad

✤ Social integration

✤ Monthly / quarterly assessment / care plan / System 1

✤ Improvement compared with baseline / previous assessment?

0 1 = +

1 1 = 0

2 1 = -

Workshop 3 – IH &WB scratchpad

✤ Financial Management

✤ Survey

✤ “Final Demand” guidance?

Workshop 4 – Community

✤Percentage of Service Users with parental responsibility accessing mainstream family support (Comm-1)

✤Percentage of Service Users moving from Unsettled accommodation to Settled (Comm-2)

✤Community perception of levels of alcohol and drug activity (Comm-3)

Workshop 4 – Community scratchpad

✤ Percentage of Service Users with parental / guardian responsibility accessing WISMS family support team (Comm-1a) and Mainstream Family Support Services (Comm–1b)

✤ Quarterly from WISMS Family Support Team✤ Sara / Sue✤ S/Worker Assessments✤ Referred to SureStart / GASPED ✤ Of c2,000 cohort, c850 have contact with children, ✤ Count of SU that are referred to Specialist / Mainstream

Support

Workshop 4 – Community scratchpad

Workshop 4 – Community scratchpad

✤ Community perception of levels of alcohol and drug activity (cf John)

✤ Service User Reps carry out simple survey

✤ 6 monthly

✤ Horsefair Flats

✤ 3 Questions (rated 1-5) x 300 ish

Actions

✤ Data Design✤ Elements✤ Sources✤ Information Sharing

✤ Data Calendar✤ Baseline✤ Monthly / Quarterly Returns / extracts

✤ Input sheets