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1 Outcome Measurement 101 Outcome Measurement 101 47 Thinking differently Thinking differently 48 Critical Thinking Critical Thinking 49 …and during Step 1 we …and during Step 1 we practiced practiced thinking differently! thinking differently! 50

Outcome Measurement 101web.mnstate.edu/ginther/499_OA/499_OA_Slides/UWCC_WS_D2.pdfActivities Activities 33--kk Mission Why you exist? Overarching philosophy Gross organizational direction

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    Outcome Measurement 101Outcome Measurement 101

    47

    Thinking differentlyThinking differently

    48

    Critical ThinkingCritical Thinking

    49

    …and during Step 1 we …and during Step 1 we practicedpracticed thinking differently!thinking differently!

    50

  • 2

    ...now we will apply actual ...now we will apply actual QuasiQuasi--sciencescience to our programto our program

    51

    Step 2Step 2ChCh

    52

    Choose your Choose your outcome outcome measuresmeasures

    “Agency”“Agency”An organization that hosts one An organization that hosts one or more individual programsor more individual programs

    53

    “Program”“Program”••Occurs in the context of an Occurs in the context of an agency or larger agency or larger organizationorganization••A program will likely produce A program will likely produce

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    p g y pp g y pmultiple outputsmultiple outputs

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    “Program”“Program”A set of related activities and A set of related activities and outputs directed at common outputs directed at common or closely related purposes that a or closely related purposes that a meaningful portion of themeaningful portion of the

    55

    meaningful portion of the meaningful portion of the agency’s resources agency’s resources is is dedicated dedicated to achieveto achieve

    ““Output”Output”The The direct direct productproduct of program activities!of program activities!

    (E i t )(E i t )

    56

    (E.g., services, etc.)(E.g., services, etc.)

    For this exercise, For this exercise, Choose one Choose one

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    Choose one Choose one organizing program organizing program

    outputoutput58

  • 4

    SASA

    EsteemEsteem

    Determine 3 unmet needs it addressesDetermine 3 unmet needs it addresses

    BelongingBelonging

    SafetySafety

    PhysiologicalPhysiological59 60

    Construct its logic model Construct its logic model

    61 62

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    ““InputInput””A A dedicated resource the program dedicated resource the program consumesconsumes!!

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    “Activity“Activity””“Behaviors” “Behaviors” to to createcreate the thing(s) the thing(s) a program provides to fulfill its a program provides to fulfill its mission. mission.

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    ((E.gE.g., talking, observing, assessing, ., talking, observing, assessing, demonstratingdemonstrating, reasoning, teaching, , reasoning, teaching, transporting, etctransporting, etc.).)

    ALSOALSO:: How the program turns How the program turns inputs into productsinputs into products!!

    Logic ModelLogic Model

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    Program Logic ModelProgram Logic ModelTemporal-outcome Hypothesis

    66

    IfIf XX ThenThen

    OutcomeOutcome--PPOutcomeOutcome--II

    OutcomeOutcome--DD

    InputsInputs ActivitiesActivities OutputsOutputs

    YY ss

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    67 68

    PerformancePerformance--Based ManagementBased Management

    Thinking differentlyThinking differently

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    Critical ThinkingCritical Thinking

    70

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    JJ

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    Go Go FishinFishin’’

    “Client outcome fishing”“Client outcome fishing”A process whereby organizational A process whereby organizational members analyze a program’s members analyze a program’s components, stakeholders, and components, stakeholders, and strategic statements to determinestrategic statements to determine

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    strategic statements to determine strategic statements to determine valuable client outcomes worth valuable client outcomes worth assessingassessing

    “Client outcome fishing”“Client outcome fishing”This process is crucial because scarce This process is crucial because scarce resources are spent… resources are spent…

    11 evaluating the worth of various clientevaluating the worth of various client

    73

    1.1. evaluating the worth of various client evaluating the worth of various client outcomesoutcomes

    2.2. choosing those with the most utility, then choosing those with the most utility, then 3.3. eventually measuring and tracking the eventually measuring and tracking the

    selected client outcomes over timeselected client outcomes over time

    Brainstorm possible client outcomesBrainstorm possible client outcomes••Proximal (4)Proximal (4)••Intermediate (4)Intermediate (4)••Distal (4)Distal (4)

    74

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    Client outcome ListClient outcome List

    75

    Sources for client outcome ideasSources for client outcome ideas••Internal key informantsInternal key informants

    ••Folks involved in target output transactionFolks involved in target output transaction••ClientsClients••StaffStaff

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    ••VolunteersVolunteers••Board membersBoard members

    77 78

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    79 80

    State GovernmentState Government

    L l G tL l G tFederalFederal

    CourtsCourts

    External sources for client outcome ideasExternal sources for client outcome ideas

    81

    Local GovernmentLocal Government

    NonNon--governmentalgovernmentalagenciesagencies

    AdvocatesAdvocatesClientsClients(current/former)(current/former)

    CorporationsCorporations

    Federal Federal GovernmentGovernment

    External key informantsExternal key informants••StudentsStudents••Neighborhood/Community membersNeighborhood/Community members••Volunteers Volunteers (other program outputs, community)(other program outputs, community)••Staff Staff (from other program outputs)(from other program outputs)

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    ••Clients Clients (from other program outputs)(from other program outputs)••Other organizationsOther organizations••Government representativesGovernment representatives••FundersFunders

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    83 84

    85

    Sources for outcome ideasSources for outcome ideas••Program documentsProgram documents

    86

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    Client outcomes must be Client outcomes must be grounded in grounded in “Program values”“Program values”

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    ““Program values”Program values”Organizational beliefs that guide Organizational beliefs that guide how programs invest resources how programs invest resources to achieve its mission, goals, to achieve its mission, goals, objectives & client outcomesobjectives & client outcomes

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    objectives, & client outcomesobjectives, & client outcomes

    Actually written, or based on your impressionActually written, or based on your impression

    Do they suggest any unique program values?Do they suggest any unique program values?

    89

    Geographic regions embrace certain valuesGeographic regions embrace certain values

    Populations uniquely embody certain valuesPopulations uniquely embody certain values

    Certain values align with some social problemsCertain values align with some social problems

    “Valued client outcomes”“Valued client outcomes”Client outcomes the organization Client outcomes the organization embrace as evidenced in its embrace as evidenced in its strategic statements, resource strategic statements, resource allocation patterns andallocation patterns and

    90

    allocation patterns, and allocation patterns, and evaluation focievaluation foci

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    Hierarchy of PurposeHierarchy of Purpose––MissionMission

    ––GoalsGoals••““OutcomeOutcome” Objective” Objective

    ••““ProcessProcess”” ObjectiveObjective

    91

    •• ProcessProcess ObjectiveObjectiveActivity 1Activity 1Activity 2Activity 2Activities Activities 33--kk

    MissionMissionWhy you exist?Why you exist?Overarching philosophyOverarching philosophyGross organizational directionGross organizational direction

    92

    “The “The SynerjexSynerjex Treatment Treatment Center is dedicated to Center is dedicated to improving the learning improving the learning

    experiences of troubled teensexperiences of troubled teens

    A sample “A sample “MissionMission””

    93

    experiences of troubled teens experiences of troubled teens and helping them move and helping them move toward living fulfilling, toward living fulfilling,

    independent lives.”independent lives.”

    MissionMissionDo you see any key concepts Do you see any key concepts worth measuring in worth measuring in youryourprogram's mission statement?program's mission statement?

    94

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    Hierarchy of PurposeHierarchy of Purpose––MissionMission

    ––GoalsGoals••““OutcomeOutcome” Objective” Objective

    ••““ProcessProcess”” ObjectiveObjective

    95

    •• ProcessProcess ObjectiveObjectiveActivity 1Activity 1Activity 2Activity 2Activities Activities 33--kk

    GoalsGoalsWill have severalWill have severalLongLong––Range Range BenefitsBenefitsGeneral General Statements Statements of Program intentof Program intentBenchmarksBenchmarks to Judge Accomplishmentsto Judge Accomplishments

    96

    Benchmarks Benchmarks to Judge Accomplishments to Judge Accomplishments

    GoalsGoalsReflects mission Reflects mission Provide directionProvide directionGuides outcomes objectives soughtGuides outcomes objectives soughtReflectsReflects

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    Reflects… Reflects… Client’s, applicant's, staff’s Client’s, applicant's, staff’s inputsinputsProgram Program activitiesactivities

    A sample “A sample “GoalGoal””

    “The “The SynerjexSynerjex Treatment Treatment Center will collaborate with Center will collaborate with Moorhead Public Schools in Moorhead Public Schools in

    98

    developing after school developing after school mentoring programs for truant mentoring programs for truant

    teens.”teens.”

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    GoalsGoalsDo you see any key concepts Do you see any key concepts worth measuring among worth measuring among youryourprogram’s goals?program’s goals?

    99

    Hierarchy of PurposeHierarchy of Purpose––MissionMission

    ––GoalsGoals••““OutcomeOutcome” Objective” Objective

    ••““ProcessProcess”” ObjectiveObjective

    100

    •• ProcessProcess ObjectiveObjectiveActivity 1Activity 1Activity 2Activity 2Activities Activities 33--kk

    Objectives Objectives -- are always….are always….••Specific Specific –– specifies specifies

    ––1 result to be accomplished1 result to be accomplished––Tells Tells whatwhat & & whenwhen

    ••Measurable / evaluable / verifiableMeasurable / evaluable / verifiable

    101

    Measurable / evaluable / verifiableMeasurable / evaluable / verifiable••Practical / feasible / logicalPractical / feasible / logical••Time bound Time bound (more immediate)(more immediate)

    ““OutcomeOutcome” objectives” objectives––Describe clients targeted & served Describe clients targeted & served ––Are Are clearclear , , conciseconcise, , measurablemeasurable––Unique to your approachUnique to your approach

    WhoWho will be targetedwill be targeted

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    Who Who will be targetedwill be targetedHowHow (in what way) they will change(in what way) they will changeWhatWhat will be donewill be doneWhen When it will occurit will occurWhere Where it will happenit will happen

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    ““OutcomeOutcome” objectives” objectives•• Program impact on unmet client needProgram impact on unmet client need•• Includes time frameIncludes time frame•• Targeted client systemTargeted client system•• Expected outcomeExpected outcome

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    •• Expected outcomeExpected outcome•• Outcome indicatorsOutcome indicators

    A sample “A sample “OutcomeOutcome” objective” objective

    “Seventy percent (70%) of “Seventy percent (70%) of teen students participating in teen students participating in SynerjexSynerjex onon--site aftersite after--school school

    104

    mentoring groups will reduce mentoring groups will reduce their truancy rate by 100% by their truancy rate by 100% by

    June 1, 2010”June 1, 2010”

    Hierarchy of PurposeHierarchy of Purpose––MissionMission

    ––GoalsGoals••““OutcomeOutcome” Objective” Objective

    ••““ProcessProcess”” ObjectiveObjective

    105

    •• ProcessProcess ObjectiveObjectiveActivity 1Activity 1Activity 2Activity 2Activities Activities 33--kk

    ““ProcessProcess” objectives” objectivesPertains to… Pertains to…

    Program startProgram start--upupOngoing program operationOngoing program operationProgram growthProgram growth

    106

    Program growthProgram growth

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    ““ProcessProcess” objectives” objectivesFocuses on Focuses on

    Program implementationProgram implementationStaff developmentStaff developmentService delivery etcService delivery etc

    107

    Service delivery, etc.Service delivery, etc.

    A sample “A sample “ProcessProcess” objective” objective

    “The “The SynerjexSynerjex Treatment Center Treatment Center will implement fifteen teen afterwill implement fifteen teen after--

    school mentoring groups perschool mentoring groups per

    108

    school mentoring groups per school mentoring groups per school by March, 2010 with 2 school by March, 2010 with 2

    mentors and 15 students each”mentors and 15 students each”

    ““ProcessProcess” Objectives” ObjectivesDo you see any key concepts Do you see any key concepts worth measuring among worth measuring among youryourprogram’s process objectives?program’s process objectives?

    109 110

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    111 112

    Environmental Environmental FactorsFactors

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    ••Factors Factors such as the client’s …such as the client’s …••Cultural contextCultural context••Family lifeFamily life••Peer influencePeer influence••EnvironmentEnvironment

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    ••SchoolSchool••WorkplaceWorkplace

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    ••We use “E” to show environmental factorsWe use “E” to show environmental factors

    ••Environmental factors are forces that Environmental factors are forces that influence client outcomes (Y)influence client outcomes (Y)

    ••We consider these forces to understand We consider these forces to understand our true outcome effectour true outcome effect

    W h i i h iW h i i h i

    115

    ••We may want to enhance or mitigate their We may want to enhance or mitigate their cumulative impact on clientscumulative impact on clients

    ••Factors may be proximal, intermediate, & Factors may be proximal, intermediate, & distaldistal

    YY

    ••We can even model these factorsWe can even model these factors

    EEpp

    YY

    116EEiiEEdd

    QuestionQuestion::••Is their effect on client Is their effect on client outcome random or outcome random or patterned with patterned with program program efforts and/or client efforts and/or client characteristics?characteristics?

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    ••To answer this question we To answer this question we must collect data on must collect data on environmental concernsenvironmental concerns

    ••Identify environmental factors Identify environmental factors {+,{+,--} affecting participant } affecting participant outcomeoutcome

    ••Place them on a “factors list”Place them on a “factors list”••Then complete the worksheet: Then complete the worksheet: Cake AssessmentCake Assessment

    118

    Cake AssessmentCake Assessment

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    119

    [If X Then Y ]

    ADVICE!ADVICE!Have management supportHave management support

    Board, DirectorBoard, DirectorW itt b l + t ibl t!W itt b l + t ibl t!

    120

    Written, verbal + tangible support!Written, verbal + tangible support!

    ADVICE!ADVICE!Keep management advisedKeep management advised

    Board, DirectorBoard, DirectorBrief updates reports!Brief updates reports!

    121

    Brief updates, reports!Brief updates, reports!Promotes Promotes

    ownershipownershipknowledgeknowledgecommitmentcommitment

    Ask yourselfAsk yourself--Does the outcome reflect the program logic?Does the outcome reflect the program logic?Can the program reasonably and significantly Can the program reasonably and significantly

    influence the outcome even though it cannot influence the outcome even though it cannot control it?control it?

    Would outcome measurement help identify Would outcome measurement help identify program success and pinpoint problems?program success and pinpoint problems?

    122

    p g p p pp g p p pWill “others” accept this as a “valid” and “reliable” Will “others” accept this as a “valid” and “reliable”

    program outcome?program outcome?Do “intermediate” and “distal” outcomes Do “intermediate” and “distal” outcomes

    represent meaningful benefits or changes in represent meaningful benefits or changes in client’s quality of life?client’s quality of life?

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    Get stakeholder feedback on your logic Get stakeholder feedback on your logic model and the outcomes model and the outcomes selected for measurementselected for measurement

    123

    Your Outcome Assessment Committee?Your Outcome Assessment Committee?••ChairChair••RecorderRecorder••Data personData personC tC t

    124

    ••Computer personComputer person••Client representativeClient representative

    Step 3Step 3Specify indicatorsSpecify indicators

    125

    Specify indicators Specify indicators for your outcomesfor your outcomes

    Recall that Recall that conceptsconceptsare not directly are not directly measurablemeasurable

    126

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    IndicatorIndicator exerciseexercise““Your dream HouseYour dream House””

    127

    IndicatorIndicator” ” exerciseexercise••““Great ShowGreat Show””

    128

    List List indicatorsindicators for these for these conceptual outcomesconceptual outcomes

    ••“Healthy lifestyle”“Healthy lifestyle”••“Increased social integration”“Increased social integration”••“Safe neighborhood”“Safe neighborhood”

    129

    •• Safe neighborhoodSafe neighborhood••“Good conflict resolution skills”“Good conflict resolution skills”

    ••““IndicatorsIndicators” signal target ” signal target outcomesoutcomes••““IndicatorsIndicators” are ” are measurable measurable thingsthings••““IndicatorsIndicators” signal ” signal outcome achievementoutcome achievement••““IndicatorsIndicators” are also “variables”” are also “variables”

    130

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    Thus…Thus…••We assess We assess proxyproxy indicatorsindicators to quantify concepts to quantify concepts ••ProxyProxy indicatorsindicators are concrete and measurableare concrete and measurable

    ••Easy:Easy: behavioral indicatorsbehavioral indicators

    131

    Easy: Easy: behavioral indicators behavioral indicators ••Hard: Hard: knowledge, feelingsknowledge, feelings, emotions, , emotions, attitudesattitudes

    ••And “proxy IndicatorsAnd “proxy Indicators” are” are……………………….……………………….

    “Variables”!“Variables”!

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    ““Indicator variablesIndicator variables” ” signify target signify target outcomeoutcome

    133

    ““Indicator variablesIndicator variables” ” are measurableare measurable

    134

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    ••““Indicator variablesIndicator variables” signal outcome ” signal outcome achievementachievement

    135

    ••ThusThus, indicators measure , indicators measure ““program successprogram success””••““SuccessSuccess” targets are hypothesized in ” targets are hypothesized in outcome objectivesoutcome objectives••““SuccessSuccess” is usually expressed as a ” is usually expressed as a number, percent, statistic, etc. of persons number, percent, statistic, etc. of persons achieving some preachieving some pre--specified targetspecified target

    136

    achieving some preachieving some pre--specified targetspecified target

    ••““SuccessSuccess” = ” = worthworth

    Measuring Measuring outcome outcome indicatorsindicators

    137

    indicatorsindicators

    What to collect?What to collect?A single conceptual A single conceptual outcome will likely have outcome will likely have

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    yyseveral indicatorsseveral indicators

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    139

    II2 2 Supports big governmentSupports big governmentII11 Voted for Gore?Voted for Gore?

    140

    II1 1 HerosHeros??II3 3 Support s high taxes?Support s high taxes?

    We will measure 4 proxy We will measure 4 proxy indicators for each of 4 indicators for each of 4

    What to collect?What to collect?

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    focus client outcomes to focus client outcomes to ensure confidence we are ensure confidence we are validly and reliably validly and reliably indicating the conceptindicating the concept

    142

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    143 144