Training program Agency Goals & Outcome Measurement

1. Training program Agency Goals & Outcome Measurement January 2012

2. Purpose of This Training Program? Agency’s Strategic Plan (Vision/Mission/Objectives) Program Goals Fund Raising Goals Operational Goals Staff Development Goals 2012 United Way Funding Application Program Goals Performance Measurement Rpt Performance Measurement Rpt Improve Report Quality Improve Agency Results UWSCC Training Goal Program Goals Programs Results

3. What we will cover today • Developing Powerful Agency Goals using the “SMART” Model • What are SMART Goals? • Turning Your Goals Into SMART Goals • Tying SMART Goals to the Outcome Measurement Model • Review the Outcome Measurement Model • Review UWSCC Performance Measurement Reports & Due Dates

4. What are SMART Goals? • Specific • Measurable • Attainable • Relevant • Timeframed

5. Turning Your Goals into SMART Goals • SMART – Specific: You know what you want to accomplish. Vague goals equate to vague results. Goals must be fully furnished with detailed description of the what, when and how. • Vague goal – I will complete my college degree at night • SMART goal – I will take classes at night towards a degree in accounting and will graduate in four years time. I will commit myself to studying to get a minimum 3.5 grade-point average in accounting and 3.0 in all other subjects

6. Turning Your Goals into SMART Goals • SMART– Measurable:You can assess your progress. Goals which cannot be measured cannot be managed. Your goal is measurable if anyone can tell you at the end of the deadline whether or not you have completed your goal. • Vague goal - I want to be successful in my work • SMART goal – I want to save the agency at least 5% in Administrative expenses in each of the next 5 years

7. Turning Your Goals into SMART Goals • SMART – Attainable: Goals must be within reach. High goals that stretch you are okay, but high AND realistic goals are better. Unattainable goals don’t motivate. Easy goals aren’t challenging and do not contribute to growth. • Vague goal – I will run a marathon • SMART goal – I will take brisk walks around the block every day for a month. Then I will jog every day for a month. I will continue this routine and run in a 5k race by next spring.

8. Turning Your Goals into SMART Goals • SMART –Relevant: Goals need to parallel your agency’s purpose. Relevant goals are a sure way to direct your efforts towards attaining something that is supportive of your agency’s mission. • Vague goal – Within a year, I will become a politician and support my agency through political contacts • SMART goal – By the end of the year, I will advocate for my agency by becoming active and visible in politics to increase and improve my agency’s fundraising and grant proposals

9. Turning Your Goals into SMART Goals • SMART – Timeframed: Goals need to have deadlines. A goal free from a time element is susceptible to procrastination. • Vague goal – I will write a grant proposal • SMART goal – I will start writing my proposal for an XYZ grant on Monday and finish by Friday

10. Turning Your Goals into SMART Goals SMART Report Card

11. Turning Your Goals into SMART Goals Initial Goal Provide Recreational Activities Specific? Measurable? Is this Goal… Attainable? Revised Goal Ensure that 95% of all seniors enjoy at least one social recreational activity every day Relevant? Timeframed?

12. What is Your Goal? Use the “smart goal vs. vague goal” handout to help you revise your goal

13. Outcome Measurement Model

14. Review of Outcome Measurements The Power of Outcome Measurements • Shifts focus from running your programs to gauging the effectiveness of your programs • “Outcomes” are about the participants (someone learns) rather than the process (someone instructs) • Outcomes move the focus from how a program operates to the good it accomplishes • Outcomes assist you in selling your funding & grant requests. (Agency met the food needs of 70% of all seniors in Kennett Sq. at or below Pennsylvania Dept of Health guidelines.) 14

15. Outcome Measurement Model Programs Outputs Outcomes Agency Program SMART Goals Activities (This is what programs do) Program Outputs (These are the counts, numbers, totals - the raw data collected from the programs) Participant Benefits (These are agency measurable results that support the goals and impact your clients) Agencies request funding for these

16. Outcome Measurement Model What to include in each section of the model Programs Outputs Outcomes Agency Program SMART Goals • Feed and shelter • Provide training • Educate public • Provide counseling • Establish mentoring • programs • Number of • Classes taught • Counseling sessions • Materials distributed • Hours of service • Participants served • New knowledge • Increased skills • Changed attitudes • Changed values • Modified behavior • Improved conditions • Altered status

17. Outcome Measurement Model - Example GOAL 80% of adults who take program score 75 or better on final exam Rating Adult Literacy Outputs Outcomes 50 participants 50 test results Comprehension course – (M & W) 95% scored 75 or higher Overall goal met andhigh-lights the potential problem Great Shape 50 participants 50 test results Comprehension course – (T & Th) 65% scored 75 or higher Overall goal met but masks a potential problem 100 participants 100 test results Comprehension course 80% scored 75 or higher Recovering No information on effectiveness Comprehension course Call Dr. 100 participants 100 took exams

18. UWSCC Performance Measurement Report

19. UWSCC Performance Measurement Report Initial Program Funding Request Form for 2012 Final Program Results Form for 2012 Completed by Feb. 2013 Completed by Feb. 2012

20. Recap • Developing Powerful Agency Goals using the “SMART” Model • What are SMART Goals? • Turning Your Goals Into SMART Goals • Tying SMART Goals to the Outcome Measurement Model • Review the Outcome Measurement Model • Review UWSCC Performance Measurement Reports & Due Dates What did we cover today?

21. What Happens Next? Submission Timeline Current Year - 2012 Jan Feb March • UWSCC Distributes • Current Yr Initial Form (Blank Form) • Prior Yr Program Results Report (4 columns completed) • Agency Returns • Current Yr Initial Form (4 columns completed) • Prior Yr Program Results Report with all columns filled in Allocation Panels Receive Both Forms

22. What Happens Next? Refine & Revisit Yearly to get the Results You Intend! Agency’s Strategic Plan (Vision/Mission/Objectives) Program Goals Fund Raising Goals Operational Goals Staff Development Goals 2012 United Way Funding Application Program Goals Performance Measurement Rpt Performance Measurement Rpt Program Goals Programs Results

23. One-on-One Trainingand Online Resources • Agencies may request one-on-one assistance in January on filling out the SMART Goals and Outcome Measurements on the application form. • UWSCC Online Training Resources (www.unitedwayscc.org/campaigncentral/onlinetrainingprograms.aspx) • Agency Goals and Outcome Measurement Training Document • Online Video on Outcome Measurement Model