Post on 11-Apr-2017
Maya Romicmayaromic@resultsleadership.org.au
Embracing Technology to Measure Outcomes
Technology and RBA™
• Implementation and Sustainability • Efficiency • Transparency • Connection
• Why is technology important?
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
• 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
• 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
PERFORMANCE ACCOUNTABILITY
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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?
“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*
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”
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.
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
INDIVIDUAL PERFORMANCE DASHBOARDS
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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
RESULTS SCORECARD
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Results Scorecard
Data CollectionData is
collected within ETO Software’s
TouchPoints
ETO Results
An aggregate
report is
built within ETO
Results
Export Data
Once the data has been collected and aggregated, users can select ‘Options’ to the right of the Report name.
RBA Scorecard Load
Select the date range of
data you’d like to appear in the Results
Scorecard
Results Scorecard
IN PRACTICE AT THE BROTHERHOOD OF
ST LAURENCE
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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
Thanks!Maya Romic
mayaromic@resultsleadership.org.au
Greg Simmonsgreg.simmons@blackbaud.com.au