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Rare’s Management Tools: Indicators and Dashboards for Institutional Reporting June 2013. Rare at a Glance. Founded : 1973 Central office: Arlington, VA, USA Regional offices: Indonesia, China, Mexico, Micronesia, Philippines Total staff globally: 120 - PowerPoint PPT Presentation
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Rare’s Management Tools: Indicators and Dashboards for Institutional Reporting
June 2013
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Founded: 1973
Central office: Arlington, VA, USA
Regional offices: Indonesia, China, Mexico, Micronesia, PhilippinesTotal staff globally: 120
# of countries Rare has worked in: 56
Our specialty: Social marketing to reduce environmental threats.
Method Summary: Rare trains partners to run “Pride campaigns” that change attitudes and behaviors, provide sustainable alternatives, and help communities protect biodiversity at the local level.
2
Rare at a Glance
The Science of Behavior Meets the Science of Conservation
Science of Behavior
Science of Conservation
Measure Across the Program
ProgramGoals
CampaignBaseline
CampaignProcess
CampaignNear-term
ProgramImpact
CampaignSustainabilit
y
• Focus groups• Quantitative
Social Survey• Baseline
Biophysical
• Weekly Ops Reports
• Monthly leading indicators
• Quantitative Social Survey
• Follow up Biophysical
• Assess actual vs. goals
• Lessons learned
At about ½ of sites:• Quantitativ
e Social Survey
• Follow up Biophysical
• Social goals• Biophysical
goals
1 year 2 years 3- 5 years
A Pride campaign is a 2 -3 year project lead by local partners that creates opportunities for local communities to adopt new behaviors and reduce threats to biodiversity.
Rare’s Strategy MapThe Strategy Map Defines the Processes that Support Our Mission
Balance Scorecard Cascades & Cross Cuts the Organization
Rare MeasuresMost Strategic
Departmental MeasuresStrategy & Ops
Individual Measures Ops Supporting Strategy
Prio
ritie
sIn
form
atio
n
Cross-
cutti
ng
Mea
sure
s
The Balanced Scorecard Measures Progress on the Strategy Map
Summary• 18 measures across:
• Programmatic Goals• Financial Capital Goals• Human Capital Goals
• New process – surveys of partners and staff
Cascades• Organizational metrics (seen
here)• Departmental metrics• Individual metrics
Implementation• Challenge has been
organizational alignment and agreement, not technology
• Built on Clearpoint by Ascendant Consulting
• Web-based
Each Department’s Activities Link to the Overall BSC
Dashboard Provides Clarity
Decision Structure
CEO & COO
Sr. Director Global Programs
Internal Experts
• Sets strategy and priorities• Signs off on goals
• Manage processes• Aligns groups• Quality assurance
• Ensure sound methodology• Align with key process• Ensure quality assurance
Divisional Heads • Align with global goals• Set divisional goals
We moved this responsibility from Finance to Global Programs
Annual update sets new targets, refines measures and allows for some revisions
CEO & COO
Sr. Director Global Programs
Divisional Heads
Program Development Team
Quality Management & Improvement
Global Programs
• Manages the recruitment of partners• Helps select which partners and sites we should work with
• Helps set standards for all Pride campaigns• Monitors campaigns against set goals
• Designs training for programmatic staff• Creates training for our Pride campaign managers (partner staff)
Pride Management Process
Select Theme
Recruit & select
Partners Train & Support PartnersProgram Management
Initial Planning Pride Campaign Execution
Supporting Global Teams1
1 1 2
2
3
3
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Measurement is integral to operations
Since our programs last just 2 to 3 years we ensure measurement systems are in place
• For lots of reasons we chose to time constrain our programs to a few years
• However, during the campaign we can measure the process
Quarterly Measure the Implementation of Monitoring Protocols
Build partner commitment for long-term monitoring
• Set goals to measure impact after the program ends
• Get partners that are committed to measureTrack Long-term Commitment to Monitoring
Report Biological Impact at Program Level
Opportunities (Challenges) Ahead … 1.Incorporate human wellbeing measures2.Longitudinal reporting3.More donor reporting4.More program types5.Joint reporting with partners6.Show impact and stay credible