Building A Data-Driven Culture
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Building A Data-Driven Culture Working Families Success Network November 7, 2013
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Building A Data-Driven Culture . Working Families Success Network November 7, 2013. Workshop Focus. How can we help the staff in our centers experience data as a useful resource , not just an administrative burden ? - PowerPoint PPT Presentation
Transcript of Building A Data-Driven Culture
Building A Data-Driven Culture
Working Families Success Network November 7, 2013
How can we help the staff in our centers experience data as a useful resource, not just an administrative burden?
What are some of the practical strategies centers are using to address the challenges of creating a “data-driven culture”?
But first…..a short video!
Workshop Focus
Dean Johns, Dept. Dir. for Financial Foundations-John H. Boner Community Center (Indianapolis)◦ [email protected]
Ena Yasuhara Li, Director, SparkPoint Network -United Way of the Bay Area (San Francisco)◦ [email protected]
Marty Miles, Consulting Associate – Corporation for a Skilled Workforce (Moderator)◦ [email protected]
Panelists
Bay Area SparkPoint Centers
A SparkPoint Center integrates best-in-class services provided by multiple organizations in order to create financial stability for low- and moderate-income clients.
John H. Boner Community Center
CWF model implemented Oct. 2008 3 Core Services Already Being Offered All Were New to the Model
Our Staff 1 Case Manager / Income Supports Counselor 3 Financial Coaches (1Asset Devt. Coord. /2 Financial
Coaches) 3 Employment Core Staff (1 Employment Specialist / 1
Network Job Developer) 1 Data Quality Manager
1. Connect with staff’s passion for serving client needs
2. “Make the time” regularly for data entry
3. Create user-friendly reports to manage work and understand performance trends
4. Build buy-in and energy with cross-staff input, internal “champions” and external “experts”
Strategies for a Data-Driven CultureOUR THEMES
SparkPoint Client Progress Report
Client-Focused Reports
Define Core Outcomes
Design Bundling Strategies to Specifically Impact Outcomes
Develop a Staff and Customer Tracking Tool that Highlights Customers’ Financial Baselines, Progress, and Staff Efforts Related to Specific Customers
John H. Boner Center – Lessons Learned
John H. Boner Community Center
Case Conference Tool
Make Data Relevant to Those Responsible for It
Build a Process
Create Reports for Multiple Audiences
Build Data Entry into the Appointment Schedule
JHBCC – Making Data Matter
Data Entry Fridays (or Data & Donuts Days)
Getting as much data up front as possible
Weekly reports, to keep the data load manageable and catch issues quickly
Other Strategies for “Making Time”
Staff ID Name Point of Service Name
Point of Service Value
Contact Location/Method
Date of Contact
Time Spent
Date of Next
Contact
Notes Welcome Form
Baseline Assess-ment
Follow-up
Assess-ment
Clarifying Questions/Comment
Staff name
22532 xxxxxx Obtain Employm
ent
Actively searchin
g and applying for jobs
Phone (services provided over the phone)
10/24/ 2013
10 10/28/ 2013
xxxxxx 3/11/ 2013
3/11/ 2013
9/16/2013
Staff name
22600 xxxxxx Obtain Employm
ent
Preparing job
search tools
SparkPoint
Center
10/18/ 2013
15 11/1/ 2013
xxxxxx 3/15/ 2013
3/15/ 2013
8/22/ 2013
Staff name
22704 xxxxxx General Engagement and
Administration
No Email (services provided
via e-mail)
10/21/ 2013
5 xxxxxx 3/20/ 2013
3/25/ 2013
Staff name
23173 xxxxxx Obtain Employm
ent
Addressing
barriers to
employment
Phone (services provided over the phone)
10/21/ 2013
30 xxxxxx 4/9/ 2013
4/9/ 2013
10/22/ 2013
SparkPoint Sample Weekly Report
REPORTS - SparkPoint Network
Using Data for Improvement
SparkPoint Example:
Follow-up assessments are the only way we can track progress from the baseline.
But we aren't collecting enough follow-up assessments.
Why? How can we resolve this?
Data Reveals Different Issues
218
67
Site #1 Retention Report # of People Who Became Clients in FY12# of People Who Returned for an Effort in FY13
FY12Q1 FY12Q2 FY12Q3 FY12Q4 FY13Q1 FY13Q2 FY13Q30
10
20
30
40
50
60
70
80
90
# Clients Served # Clients Served w/ follow-up
221
144
Site #2 Retention Report
# of People Who Became Clients in FY 12# of People Who Returned for an Effort in FY13
FY12Q1 FY12Q2 FY12Q3 FY12Q4 FY13Q1 FY13Q2 FY13Q30
20406080
100120140160180
# Clients Served # Clients Served with a follow-up
BUY-IN AND ENERGYGAME CHANGERS - SPARKPOINT
United Way of the Bay Area Assessment Tool Data Capacity (documenting / managing data) Evaluation Capacity (tying outcomes & indicators to
program goals / analyzing data about effectiveness) Communicative Capacity (communicating program
impact externally Learning Capacity (implementing change /
managing staff performance to improve program effectiveness)
Assessing Org’l Data Use Capacity
Time for a few questions
DISCUSSION: What new ideas do these presentations spark?
What are other strategies that work for you?
What other challenges would you like input on?
Q&A - Group Discussion
