Sustainability Planning Framework and Process Cheri Hayes Consultant to Nebraska Lifespan Respite...

Sustainability Planning Framework and Process

Cheri HayesConsultant to Nebraska Lifespan Respite

Statewide Sustainability WorkshopJune 23-24, 2015

© 2011 The Finance Project. Used under license.

Goal of the Training Workshop

To introduce participants to the contents and tools that will enable you to develop effective sustainability plans for your Local Lifespan Respite Networks


Why Sustainability Planning is Important

Because many funding sources that support your work are short-term

Because you operate in a rapidly changing environment (political, economic, demographic, fiscal)

Because Nebraska families can’t afford to lose the resources you provide


Uses of a Sustainability Plan

Clarify where you are and where you are going

Develop strategies for long-term success Provide benchmarks to measure progress

along the way Demonstrate the value of your work Provide overarching guidance for your

Local Lifespan Respite Network over time


Key Elements of Sustainability

Vision Results orientation Strategic financing orientation Adaptability to changing conditions Broad base of community support Key champions Strong internal management systems A sound plan


Elementsof theLogic Model

What Do You Want to Sustain?

How Will You Measure Progress?

Vision andUltimate Results

Interim Results:Conditions and

Causes

Strategies andActivities

Indicators and Performance

Measures

Steps for Completing Module II

1. Clarify vision and desired results 2. Identify interim outcomes:

conditions and causes3. Identify and prioritize strategies and

activities4. Define scale and scope5. Identify measures of progress


1. Clarify Vision and Desired Results

Vision – Conception of what success would look like

Ultimate Results – Long-term goals for family members with disabilities, family caregivers, and the community


Step 1

Vision and Results are your answer to the question, “How would the children, families, and community that we are trying to benefit be changed if we are successful in our work?”




Vision: Nebraska has a well-developed system to support high-quality planned and emergency respite care across the lifespan for all families caring for a loved one at home, regardless of the family member’s disability and/or chronic illness diagnosis, special needs, family circumstances and location within the state.

Desired Results: All family caregivers are supported and have easy access to respite resources in their communities, including both information and services that enable them to care for their loved ones at home.

Tips for Completing Step 1

Review/Complete Worksheet 1Remember that results are ends, not meansOnly define results that are true prioritiesConsider whether your results align with existing agendas – e.g., NE state-levelClarifying specific language for vision is difficult for a group – assign task and review


2. Identify Interim Outcomes: Conditions and Causes

Conditions and causes are the factors or circumstances that you need to affect in order to achieve your results.

Identify conditions and causes based on:

Target population trends and growth

Target population perspective

Research

Experience and best practice


Step 2 What Do You Want to Sustain?



Conditions and CausesLack of knowledge about what respite is, the benefits, identifying as a family caregiver and how to access paid and volunteer resources.


Gather and summarize research on conditions and causes before group meeting

Use existing data sources for demographic info – AEB eLR reporting; increase in referrals and sources of referrals to Subsidy and defined DHHS programs offering respite; also reporting to eLifespan Respite Data Dashboard.

Use interviews, focus groups, group meetings to gather perspectives of key stakeholders

A single initiative will not address all conditions and causes – identify broadly and then focus in on those that are most critical


3.Identify and Prioritize Strategies and Activities

Strategies – Broad practice approaches Activities – The specific services and

interventions that you implement. Step 3 involves:

Looking critically at current strategies and activities

Considering whether there is a need for new strategies and activities

Determining which strategies and activities are priorities to sustain


Step 3

Strategies: Broad practice approaches

Activities: The specific services you implement



Strategies: •Update respite care information on the websites every 3 months.•Produce web videos and webinars for Respite Network staff, families and other parties involved in respite service delivery for training and educational purposes.




Complete Worksheet 3 AnalysisCan focus analysis at level of strategies/activities, partner agencies/organizations or both, depending on:

The size of your initiative Who is involved with planning Available resources – time/information

Strategies and activities can be policy and systems-focused approaches as well as information resources and direct services


4. Define Scale

At what scale do you want to sustain key strategies and activities? Do you want to expand, contract or keep constant:

The number of families you serve

The range of services your offer

Who will be responsible for this work? (you, you in partnership with others, others)



Complete Worksheet 4

When defining scale, consider:

Need: evidence of demand for information resources and services

Capacity: what stage of development is your local Lifespan Respite Network initiative?

Funding Status and Climate: does the initiative have the capacity to raise and track funds?


5. Identify Measures of Progress

Indicators – Means of capturing community-wide progress toward desired results

Performance Measures – means of capturing the effect that programs, services or activities have on the target population or systems they reach.

Measures of effect – changes in family members with disabilities, caregivers, families, community

Measures of effort – quantity or quality of work


Step 5

Indicators andPerformance Measures



Indicators: % increase in the number of family caregivers who have access to respite care resources as shown in reporting of employer engagement activities, other strategies defined in specific work plans

Performance Measures

Measures of Effort: # of agency/organization websites that update respite care information every three months.

Measures of Effect: % increase in the number of families and caregivers matched with respite providers over FY 2015 baseline

Strategies: •Update respite care information on the websites every 3 months.•Produce web videos and webinars for Respite Network staff, families and other parties involved in respite service delivery for training and educational purposes.




Be realistic about the amount of data that you can collect and use.

Use measures for which existing sources of data exist.

If you have many measures, prioritize based on: Data availability Data relevance Data power


Next Steps

Review Nebraska Lifespan Respite state-level logic model

Work through worksheets with your local team

Identify what information/resources you need

Identify what major questions you want to address


Sustainability Planning Framework and Process Cheri Hayes Consultant to Nebraska Lifespan Respite...

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