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					              Welcome!
         Measuring Success: the
          Practice and Vision
Facilitated by Marian Doub, Independent Consultant with
Friedman Associates, MicroTest and others

With Special Presenters:

•    Nancy Swift, Executive Director, Jefferson Economic
     Development Institute (JEDI), Mt. Shasta, CA
•    Alex Forrester, Chief Operations Officer, Rising Tide
     Capital, Jersey City, NJ

                              May 2010
             Association of Enterprise Opportunity (AEO)
               Microenterprise Conference, Arlington, VA
Rising Tide Capital, Inc.
               Measuring Success Goals

1. Name and Define Mission-driven outcomes

2. Build your tool kit and best practices resources
   for measuring microenterprise program success:
   • Program performance data analysis and use
   • Performance and outcomes measurement & monitoring
   • Management Information Systems (MIS)

3. Steps, activities, and resources it takes to
   build a data management system that tracks
   outcomes and fits your program.

4. Get Inspired! to use data and information to improve
   program performance and outcomes.

                                                          2
  Rising Tide Capital, Inc.
     Measuring Success Training Agenda
     (Handout #1: Session Agenda & Action Plan Worksheet)

I.         Agenda Review and Introductions


II.        Measuring Success-Vision: Why?
         A. Overview: What is Measuring Success?
         B. Practitioners:
               1) Motivation & Desires
               2) Investment
               3) Project Status & Plans for the future—what will change
         C. National standards, benchmarks & practical
            resources
         D.Q&A and Healthy Systems Action Planning
                                                                    3
      Rising Tide Capital, Inc.
  Measuring Success Training Agenda
  (Handout #1: Session Agenda & Action Plan Worksheet)

III. Measuring Success-Practical Steps:
     Tools & Resources
         A. Overview-Four Practical Steps for Measuring Success
            1) Name and Define Success

               2) Assess & Align Program & Data Management
                        Capacity
               3) Redesign & Implement integrated systems

               4) Use and Sustain Results

         B. Q&A and Healthy Systems Action Planning

IV.      Closing: More Q&A, Session Evaluations
                                                                  4
      Rising Tide Capital, Inc.
   Measuring Success Guidelines
 You are not alone and do not need to develop
  systems from scratch. Look to colleagues and
  local, regional, and national best practices
  resources.

 ‘To be of use’ is the litmus test for your system
  changes.

 Foster a spirit and practice of appreciative
  inquiry and cooperative learning.

 Share your strengths and weakness…ask
  questions no matter how silly or small or critical
  or big.
                                                       5
  Rising Tide Capital, Inc.
Marian Doub
• One of the nation's top specialists in integrated systems for
  monitoring and evaluating microenterprise development
  programs—the first MicroTest certified consultant
• Research and Evaluation Manager for Women’s Initiative for
  Self Employment (S.F. & Oakland, CA) from 1998-2004
• Developed practical systems for promoting best practices
  and innovation with dozens of microenterprise and/or
  community econ. development providers and intermediaries
  (LISC, NeighborWorks America, Aspen Institute, MicroTest)
• MA in Urban and Environmental Policy from Tufts
  University’s Department of Urban and Environmental Policy
  & Planning in Medford, MA
• Currently: Working in-depth with JEDI and Rising Tide
  Capital and others to integrate and redesign data
  management systems for outcome tracking (revising tools,
  policies and procedures, new ways to use results, and
  conducting staff training)
                                                              6
   Rising Tide Capital, Inc.
Nancy Swift
• Ms. Swift is a 19 year veteran to the field and has served as a
  practitioner, advocate and visionary. Her experience is varied
  including:
           • Managed one of the very first Grameen-style peer lending
             programs in the country
           • Managed one of the early microloan programs for women-run
             businesses in frontier northern California
           • Founded and is currently the executive director of JEDI
           • 7 years as board member of both the state and national trade
             associations ~ AEO and CAMEO.

• Ms. Swift has also worked internationally providing training for a
  women’s cooperative in Kazakhstan through ACDI VOCA

• Ms. Swift has an MA from World Learning School for International
  Training and a BA from the University of Pennsylvania

• Ms. Swift is the proud new mama of an 18-month girl named
  Meskerem 

                                                                            7
  Rising Tide Capital, Inc.
JEDI
•   The Jefferson Economic Development Institute is an award-winning
    microenterprise and asset development corporation located under the
    volcano in northern most frontier region of California.

•   Incorporated in 1996, JEDI is known for its strong leadership and
    effective community development strategies.

•   JEDI’s territory is a very rugged sparsely populated region with marginal
    economies. Sixty percent of the region is managed public lands.

•   JEDI serves approximately 350 people annually who are primarily low
    income, half own businesses and are most likely to be women, Native
    American, African American or have a disability.

•   Since its incorporation, JEDI has assisted over 4,500 people to create
    1365 jobs or new businesses.

•   Nearly 50% of businesses increased their revenues by 50% after working
    with JEDI an average 1.5 years




                                                                                8
    Rising Tide Capital, Inc.
Alex Forrester

• Graduated from Harvard University in 2003 with
  a degree in Postmodern Philosophy and Theology

• Co-founded Rising Tide Capital in 2004 with
  fellow classmate Alfa Demmellash

• Serves as Chief Operations Officer of RTC, with
  primary oversight on financial management,
  institutional fundraising, grants management,
  outcome measurement, and technology.


                                                    9
  Rising Tide Capital, Inc.
Rising Tide Capital
• Founded in 2004
• Headquartered in Jersey City, NJ – primarily serving
  residents of Jersey City and surrounding region of Northern
  NJ.

• Training-led, with two core programs: The Community
  Business Academy (40-hour training course) and Business
  Acceleration Services (year-round coaching and seminars)

• 280 graduates of The Community Business Academy since
  Dec 2006. 100 currently in business; 128 in the planning
  stages.

• 2010 Budget: $800,000; 2009 Budget: 600,000; 2008
  Budget: 400,000

• Selected in 2009 as CNN Heroes; Recognized by President
  Obama in White House speech in June 2009
                                                             10
  Rising Tide Capital, Inc.
 Participant Introductions- Activity:
 Your Best Resources are Your Peers in the Room
 Look around the room at your Measuring Success
  peers: (raise your hand)
• Role? front-line staff, entrepreneur/client, ED/CEO, Manager,
  Board, donor, policy maker/advocate, activist/organizer
• Mission focus? Asset building, entrepreneurship, business
  development, economic justice
• Program focus? Training-led/microfinance/both, youth,
  immigrants, marginalized/distressed communities, Low income
  entrepreneurs
• Location? Urban, Rural, Both
• Program experience/age? Pre-venture, under 5 years, 5-10,
  older than 10 years
• Program scale? Small: fewer than 125 clients, Medium: 126-
  299 client/year, Large: more than 300 clients/year
                                                              11
    Rising Tide Capital, Inc.
Participant Introductions- Activity:
Your Best Resources are Your Peers in the Room
Raise hands (continued):
• How many track outcomes (what happens for clients after
  loan paid off or training graduation)? For 1 year after? For
  more than 1 year?
• Role managing data (use, collect, enter, analyze,
  MIS/database)
• How many use Excel to track program participant and
  activity information? What other database systems?
• MicroTest members?
• 3 favorite (most useful or compelling) ways you know you
  and/or your program are successful--
         • What does success look like?
         • I know we are successful when within 1 or more years
           our clients….
                                                             12
   Rising Tide Capital, Inc.
What’s going on with you?
How do you know you are successful within 1
 or more years? Do your clients:
 Start businesses?
 Stay in business?
 Create and retain jobs for owner and
  others?
 Expand business (increase revenue and net
  earnings)?
• Secure business financing?
• Strengthen businesses?
                                          13
  Rising Tide Capital, Inc.
 II.      Measuring Success—the Vision
A. Overview: What is Measuring Success?

B. The JEDI and Rising Tide Capital Journeys
 What is your Measuring Success return on investment/value proposition?

    Why & How Much Do You Measure Success?
    How Do You Know and Use Your Results?
        Gather and organize information to improve results for clients
         and the program
        Make the case well
        Improve work-flow: efficiency and effectiveness
        What are your ‘data treasures’? What do you need to know vs.
         want to know?
C. National standards, benchmarks & practical resources

                                                                    14
    Rising Tide Capital, Inc.
What is Measuring Success?
• The regular, systematic tracking of the extent to
  which program participants experience the
  benefits or changes intended by the Mission
  (United Way, 2002)


• Measuring Success fosters continuous learning as
  you use data & measures of success to:
           Plan
  Act &          Manage Data & Info
  Improve
           Analyze
           & Reflect

                                                      15
  Rising Tide Capital, Inc.
Measuring Success answers 3 kinds of questions*:
      1.          How is our program performing?
      2.          How are our clients doing?
      3.          Are we achieving our Mission?

 With 3 kinds of Monitoring and Evaluation data:
 Program Performance questions can be answered with data that a
   microenterprise program needs to collect and maintain in order to
   function:
        • In client contact database, in loan portfolio management
          systems, in accounting systems, etc.

 Client Outcomes questions can only be answered by going outside
    the program and surveying clients who have received substantial
    services and have had time to put what they learned/received into
    use.

 Program Impact measures how strongly the outcomes are related
   to the program experience using a control group, statistical tests,
   large sample sizes, or data gathered at set points in time over a
   long period.
 *Thank you to the Aspen Institute’s MicroTest Program for material on this page.


                                                                                    16
     Rising Tide Capital, Inc.
 Measuring success requires both Performance and
 Outcome Data which require*:
 Developing a good management information system

            A management information system is the series of
          processes and actions involved in capturing raw data,
                processing it into usable information and
               disseminating it to users in the form needed
                 in order to make appropriate decisions.

Information technology (IT) are the computer hardware, networks, software
used in an MIS.
Databases (DB) manage the data, usually software or services (web based).
Staff time and capacity to manage and use the system well.
   *Thank you to the Aspen Institute’s MicroTest Program for material on this page.
                                                                                      17
     Rising Tide Capital, Inc.
Measuring Success-the Practitioner Vision

Your Vision-JEDI and Rising Tide Capital:
• Why & How Much Do You Measure Success?
• How Do You Know and Use Your Results?
   Gather and organize information that can help you
    improve program management and decision-making
   Make the case well
   Improve work-flow
   What are your ‘data treasures’? What do you need to
    know vs. want to know?
• What is your return on investment/value
  proposition for Measuring Success?
                                                          18
   Rising Tide Capital, Inc.
Why Do You Measure Success?
JEDI ‘data treasure’: P.R. Fact Sheet 2009
(Handout #3: JEDI Fact Sheet-Results 2009)




                                             19
   Rising Tide Capital, Inc.
Why Do You Measure Success?
RTC ‘data treasure’: Program Progress Report      (for staff)
(Handout #4: RTC 2009 Major Outcomes Progress Chart)




                                                        20
  Rising Tide Capital, Inc.
Why Do You Measure Success?
RTC ‘data treasure’: Tools for Program Management &
Customer Service (for staff)
(Handout #5: RTC CBA Graduation Report)




                                               21
  Rising Tide Capital, Inc.
Why Do You Measure Success?
RTC ‘data treasure’: Tools for Program Management &
Customer Service (for staff)
(Handout #6: RTC Client Status Tracking Report)




                                                  22
  Rising Tide Capital, Inc.
What’s Going On in the Big Picture?


• The pressure is on to ‘make the case’ for
  programs that support micro- and small
  businesses in competitive funding and policy
  environments.


• Demand for accountability and evidence of
  outcomes results (what happens during or after
  services) is also at an all time high.



                                                   23
  Rising Tide Capital, Inc.
What’s Going On—Big Picture
Most commonly required indicators of success
  prove our role in economic development and
  recovery:
   New businesses (start ups)
   Jobs created and retained (HUD/CDBG, SBA, HHS,
    others?)
   Annual business revenue (HUD/CDBG, SBA, HHS,
    others?)
   Existing businesses stay in business and survive
  • Business profitability
  • Owners improve their personal and household financial
    stability and security
  • Serving distressed, underserved communities: women, people
    of color, un- and under- employed, etc.
                                                            24
  Rising Tide Capital, Inc.
What’s Going On—Big Picture
(Handout #2- Monitoring & Evaluation Resources)

         Standards             (basic or minimal expected
          performance)

• Overall organizational (institutional) capacity
  standards for Monitoring and Evaluation
  Systems (AEO)

    Standard Practices: client satisfaction, Monitoring &
    Evaluation Plan, program performance targets & standards,
    needs assessments & market research, MIS for internal and
    external reporting of outcomes/results



                                                             25
    Rising Tide Capital, Inc.
What’s Going On—Big Picture
         Standards              (basic or minimal expected
          performance)

• Program standards validate your results. Sources:
    1. AEO Program Performance Standards
                      Program Performance Standard 1 (of 11):
                      At least 50% of the program’s clients are women.

    2. MicroTest www.microtest.org
    3. External policy research-business survival
          rates, changes in demographics & income, etc..

                                                                   26
    Rising Tide Capital, Inc.
What’s Going On—Big Picture
 Best practices & benchmarks (high
  performance) resources for ‘measuring
  up’ comparisons:
1. Fund for Innovation, Effectiveness, Learning,
   and Dissemination www.fieldus.org
2. MicroTest:program performance, outcomes, and
   cost effectiveness www.microtest.org
3. Opportunity Finance Network:
  www.opportunityfinance.net and CARS CDFI
  assessment & rating system
4. CFED Center for Enterprise Development
   www.cfed.org/knowledge_center/research/
                                                   27
  Rising Tide Capital, Inc.
Why Do You Measure Success?
• Strategic visioning and decision making
• Program planning (innovation, goal setting)
• Fundraising (proposals and reports)
• Program management (decisions, work flow,
  customer service)
• Monitoring and evaluation (are we meeting the
  needs and achieving our Mission)
• Communicating our results to clients, Board,
  community, policy makers, and other supporters

                                                  28
 Rising Tide Capital, Inc.
Why Do You Measure Success?
                     What are your ‘data treasures’?
Program Performance Metrics - Community Economic Development Scorecard
(1+ Years After Program Participation)
                                                                              Business Financials (for existing
                   Business Information                                                 businesses)
1. Number of Businesses*                                                Number of Clients surveyed*               25

                                                                 Rea
                                                                 che
                                             Num   Perc   Targ                                         #    Amo        Aver
                                                                   d                                                          Diff
                                             ber   ent     et                                         Biz   unt        age
                                                                 Targ
                                                                  et?


Number of pre-business clients                                          Gross Receipts                25

Number of clients with start-up
                                                                        Annual Sales                  25
businesses
Number of clients with on-going
                                                                        Annual Expenses               25
businesses
   # involved in business watch/ capitan
                                                                        Profit/Loss                   25
                                program

                  # with long-term leases


      # increasing the # of clients by 20%
                                                                                       Business Survival Rates
                                                                                                                              >3y
            # establishing formal systems
                                                                                                      1yr   2yr        3yr    r

            # obtaining licenses/permits                                                                                             29
                                                                        Base Survey Group
     Rising Tide Capital, Inc.
    # purchased commercial/retail space
Measuring Success Action Plan Activity:
Healthy Practices for Overall Systems & Using Results
Options for Overall System healthy practices goals:
     We have a monitoring and evaluation plan.
     We collect and analyze outcomes (long term) changes with our clients on a
        regular basis.
     We dedicate between 5-10% of our overall budget to measuring success—
      including MIS databases
Options for Use of Results healthy practices goals:
     Clients and staff use our Mission, core outcomes and evidence to describe
      what they do and our success.
     Our reports tell our story well—from who we serve to the outcomes they
      achieve.
     We have the right mix of success stories and statistics.
     We manage change well and use evidence of all kinds (information, intuition,
        etc.) to make key decisions.
     We have the information we need when we need it—we submit
      comprehensive and well-presented reports on time.
     We use scorecard and dashboard reports to plan, deliver, and assess
      programs and outcomes on a regular basis.
                                                                             30
     Rising Tide Capital, Inc.
Measuring Success-the Practitioner Vision

Your Vision: Action Planning
• Why & How Much Do You Measure Success?
• How Do You Know and Use Your Results?
   Gather and organize information that can help you
    improve program management and decision-making
   Make the case well
   Improve work-flow
   What are your ‘data treasures’? What do you need to
    know vs. want to know?
• What is your return on investment/value
  proposition for Measuring Success?
                                                          31
   Rising Tide Capital, Inc.
 III.       Measuring Success-Practical Steps



 Step One:                    Name and Define Success

 Step Two:                    Assess and Align Internal Capacity
                               to Manage the Data You Need

 Step Three:                  Redesign and Implement
                               Data Management System

 Step Four:                   Use and Sustain the Results &
                               System



                                                                32
   Rising Tide Capital, Inc.
 Practical Step One:
     Name & Define Success

1. Name the purpose & path to your Mission
  Purpose: Mission-driven goals & framework for program and
  longer term benefits (measures of success)
     Tools: Theory of Change, Logic Model

2. Select your indicators of success
  Purpose: Brainstorm & select your core indicators of longer
  term success—no more than 10 indicators.
     Tools: Inventory of reporting requirements & desires
  (what do you need to know? what do you want to know?)

3. Define your indicators of success
  Purpose: Define your outcome indicators using standard
  definitions from the field adapted for your own uses.

                                                            33
   Rising Tide Capital, Inc.
     Theory of change example*




* From Community Change:
Theories, Practice, and Evidence.
2006. Aspen Institute
Roundtable.p.225


                                        34
            Rising Tide Capital, Inc.
Step One: Name and Define—
Examples from JEDI

• From Theory of Change to core indicators &
  definitions of success

• Challenges & lessons learned

• Most useful results & surprises




                                               35
  Rising Tide Capital, Inc.
Name Your Program Success on your terms…
JEDI Theory of Change

 Mission: JEDI increases the economic well-being of people and
                      communities through
          business development and local wealth creation.

JEDI Theory of Change:

  Statement of Need: Rural Siskiyou County residents are
  challenged by persistent and disproportionate income and
  asset poverty, unemployment, and rising rates of transience
  (and some times permanent out-migration) due to declining
  natural-resource based industries, national economic trends,
  geographic isolation from major markets and investment in the
  private sector, and weak communication technology
  infrastructure.


                                                            36
    Rising Tide Capital, Inc.
Name Your Program Success on your terms…
JEDI Theory of Change
    Mission: JEDI increases the economic well-being of people and
  communities through business development and local wealth creation.

Statement of Purpose: Each year JEDI provides 400 Siskiyou
  County entrepreneurs with the training and technical
  assistance resources they need to create, stabilize, and grow
  businesses and household income and assets.
   • JEDI does this so that within 1 to 2 years: Individuals stabilize
     and increase their household incomes, assets, and confidence;
     entrepreneurs grow viable businesses; and businesses provide other
     residents with jobs, needed goods and services, and inspiration.
       • So that within 2 to 4 years: More residents have adequate
         household incomes and plans for their longer term future in Siskiyou
         County. Thriving Siskiyou County businesses attract local and regional
         connections, spending, innovation, pride, and civic involvement.
         Increased incomes and revenues increase the tax base and improve
         infrastructure & services.
            • So that within 3 to 10 years: Overall community wealth
              increases with investment and confidence in the long term future,
              poverty rates fall and quality of life improves, owners and
              supporters leverage increased resources for small and micro-
              businesses.
                                                                           37
    Rising Tide Capital, Inc.
                          JEDI Theory of Change
Name Your Program Success on
 JEDI business development & local wealth creation increases the economic well-being of people and communities.



your terms…two tools others use
 JEDI provides Siskiyou County residents                              Personal & household financial health
 with business development,                                                practices & status improves
 asset and credit building, and
 community development                                             Businesses start, strengthened & sustained
 training, technical assistance,
 and linkages to resources.                                      Small business owners create, retain, & sustain
                                                                   living wage jobs for self & local residents

                                                               Business revenue increases household income to
                                                                 improve household self sufficiency & assets




                       Local businesses create healthier local economy

                         Healthier local economy leverages more
                micro- and small business markets, financing & resources




                                                                                                              38
  Rising Tide Capital, Inc.
  Name Your Program Success on your
  terms…key outcomes indicators
Jefferson Economic Development Institute (JEDI)Core Outcome Indicators

JEDI succeeds when entrepreneurs succeed in one or more years to:
• Start businesses;
• Strengthen, formalize, and expand businesses;
• Establish and maintain profitable businesses;
• Create and/or retain employment for themselves and others; and
• Improve household financial security.


JEDI knows businesses are successful when in 2 to 6 years:
• Income from business contributes to household financial self-sufficiency and
   security;
• Business revenue allows owners and other employees to increase purchasing of
   goods and services (household & business-to-business spending) and increase
   the income tax base;
• Businesses provide local communities with needed goods and services;
• Businesses attract regional markets and investment;
• Businesses provide local communities with cultural and social assets; and
• Owners give back and reinvest in local community.

                                                                          39
     Rising Tide Capital, Inc.
Defining Success: a JEDI example




                                   40
  Rising Tide Capital, Inc.
Rising Tide Capital-comments

Core indicators & definitions of success

• Strategic planning, literature review, other

• Challenges & lessons learned

• Most useful results & surprises




                                                 41
  Rising Tide Capital, Inc.
 Practical Step Two: Assess and Align
     Internal Capacity
1. Explore promising outcome tracking
   resources: MicroTest, Success Measures, others?

2. Assess data collection capacity:
  Intake form(s) assessment—What do we need to ask to know
  if we are measuring and success (tracking baseline and
  outcomes)?

3. Assess data storage and analysis capacity: Do
  we have the data management and analysis resources we
  need?




                                                        42
   Rising Tide Capital, Inc.
 What’s Going On in the field?
Promising & proven outcome tracking
systems & platforms built by & for practitioners—

  We do not need to reinvent the wheel!

  MicroTest                   www.microtest.org

   Success Measures
    http://www.nw.org/network/comstrat/measuringWh
    atMatters/default.asp
   Innonet             http://www.innonet.org/
   Asset Building:     www.assetplatform.org &
                        www.Creditbuilderalliance.org
   Opportunity Finance Network/CARS
                  http://www.opportunityfinance.net/
                  http://www.carsratingsystem.net/
                                                   43
   Rising Tide Capital, Inc.
Data Collection for Measuring Success—
A Good Intake Tool…
• Sets the baseline questions for measuring long term
  outcomes—the questions are asked and tracked throughout
  the system in almost exactly the same way at intake, on
  update forms, and surveys
• Encourages the program staff and clients to assess and update
  progress on a regular basis—it is useful for more than data
• Asks for 1-2 other contact people to help stay in touch
• Records the data event, collection, and entry dates as well as
  staff names
• ‘Translates’ evaluation & metrics into a language everyone can
  use
• Communicates clear guidelines for information use

                                                              44
    Rising Tide Capital, Inc.
Data Collection for Measuring Success—
A Good Survey Tool is…
• Administered no more than 1x a year by phone, web-
  based, or mail-in. Phone is usually most successful
• Uses incentives—raffle of something useful to
  business owners—for those who complete survey
• Administered by trained staff or volunteers who are
  not direct service providers
• Looked forward to once the ‘check-in’ practice is
  established
• Does not take the place of program evaluation or
  experimental research


                                                        45
  Rising Tide Capital, Inc.
Aligning Baseline & Survey Data
Collection for Measuring Success
 Key            Indicators/   Key Baseline &            Definitions/Formulas        On Intake   On Survey
 Outcomes       Measures      Outcome Questions                                      Form?       Form?
                                                                                     Yes/No      Yes/No

 Businesses     Business      Do you currently own a    Yes/no
 start          status        business?


                              Business start date       mm/yyyy; need for calc.
                                                        of years in biz, survival

 Business       Employees     Not counting yourself,    Full time = >35
 creates jobs                 how many paid full time
                                                        hours/week
                              employees does your
                              business have?




                                                                                                            46
  Rising Tide Capital, Inc.
JEDI-comments

• Assessing and Aligning Program & Data Capacity

• Examples of favorite tools-framework & data
  collection (forms):
        Application-Part A-Business Information section


• Challenges & lessons learned

• Most useful results & surprises


                                                          47
  Rising Tide Capital, Inc.
Baseline Information: JEDI Application for Services-Business
Information section (Handout #7)




                                                               48
    Rising Tide Capital, Inc.
Rising Tide Capital-comments

• Assessing and Aligning Program & Data Capacity

Examples of favorite tools-framework & data
  collection (forms): Collecting outcomes on a
  daily basis

Challenges & lessons learned

Most useful results & surprises


                                                 49
  Rising Tide Capital, Inc.
Day-to-Day Outcome Tracking and Data
Collection (Handout #8: RTC Business Outcomes Update
form data collection tool for staff, page 1)




                                                       50
   Rising Tide Capital, Inc.
RTC Day-to-Day Outcome Tracking
(data collection tool for staff, page 2)




                                           51
   Rising Tide Capital, Inc.
Practical Step Three:
Redesign and Implement Data Management
for Measuring Success
 1.   Database Needs Assessment
 2.   Database Product Assessment
 3.   Database Product Selection
 4.   Database Re-engineering (configuration) &
      Transition (conversion of existing data)
 5. Implement & Adjust
 •    Dedicate enough resources—time, staff—to do this project well—this
      is a long term investment.

 •    Goal is to increase efficiency and effectiveness of internal systems—
      eliminate parallel data sources, duplicate data entry, time intensive
      reports, etc.
                                                                      52
      Rising Tide Capital, Inc.
Array of MIS Modules*(thank you to FIELD & MicroTest)
                Non-client                                Client-based
                                             Who?               What?               Why?
Financial




                 Accounting/
                                                           Loan
                   Payroll/                                               IDAs
                                                          Portfolio
                 Fixed Asset
Non-Financial




                                                             Bus.Services          Impact/
                                            Demographic          (Training,        Outcome
                                               Info             TA, Market,
                                                                     etc)            Info
                    H.R./
                 Scheduling/
                  Intranets
                                             Contact        Other Services
                                                            (Health, Counseling,
                                            Management               etc)

                                                                                             53
                Rising Tide Capital, Inc.
Step 3 Redesign: Assess MIS Needs

Database Needs Assessment
What is your:
• Program Breadth or diversity of services needed

• Program Scale of your program or organization

• Program Depth or complexity of information
  needs (do you need to track outcomes? integrate
  with other systems?)


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  Rising Tide Capital, Inc.
Step 3 Redesign: Select MIS Products for
Tracking Program Data—including Outcomes

 • Promising Options
        VistaShare Outcome Tracker;
        WebCATS (Client Activity Tracking Software, primarily SBA
         grantees;
        The Exceptional Assistant, by Common Goals Software;
        Salesforce (with other platforms for outcome tracking (MicroTest
         Outcomes or Success Measures);
        Efforts to Outcomes/Social Solutions;
        Money In, Money Out, Technical Assistance (MIMOTA) by
         Villagesoft;
        Portfol
        Applied Business Software
        Others?

                                                                       55
   Rising Tide Capital, Inc.
Step 3 Redesign: Rising Tide Capital-
comments
• Redesign and Implementation

• Database redesign

• Challenges & lessons learned

• Most useful results & surprises




                                        56
  Rising Tide Capital, Inc.
Step 3 Redesign: JEDI-comments

• Database Needs, Product Assessment and
  Selection

• Configuration and Conversion

• Challenges & lessons learned

• Most useful results & surprises



                                           57
  Rising Tide Capital, Inc.
Practical Step Four:
Analyze and Use Results

 1. Program Management: Scorecards, Dashboards,
    regular reports

 2. Public Relations Materials

 3. Learning Circles-highlight and explore strategic
    issues using results with staff, clients, Board

 4. And Many More…

                                                       58
   Rising Tide Capital, Inc.
MicroTest Program Performance Custom Report
                                      #17 Interactive Features of the
                                         custom report allow you to
                                     further personalize the document
                                              for your program.




                                         #18 Look at your program’s
                                       progress over time using trend
                                        data for all 50 MT measures.

                                      #19 Compare your
                                           program’s
                                     performance to those
                                         MT programs
                                         achieving Top
                                     Performance for key
                                          measures.


                                         #20 Compare your
                                             program’s
                                        performance to your
                                               peers.



                                FIELD - The Aspen Institute             59
    Rising Tide Capital, Inc.
How do you use your results?
                 What are your ‘data treasures’?




                                                   60
 Rising Tide Capital, Inc.
Step 4 Use Results: Rising Tide
Capital-comments
• Using Results



Challenges & lessons learned

Most useful results & surprises




                                  61
  Rising Tide Capital, Inc.
Step 4 Use Results: JEDI-comments

• Using Results



Challenges & lessons learned

Most useful results & surprises




                                    62
  Rising Tide Capital, Inc.
       Measuring Success Action Planning
                   Activity
What are Your Action Steps for Improving How You:

1. Name and Define Success?

2. Assess and Align Program & Data Management Capacity?

3. Redesign and Implement?

4. Use and Analyze Results and Sustain Data Management
   Systems?



                                                          63
  Rising Tide Capital, Inc.
    Measuring Success Session Wrap Up

Questions & Answers and

•   Most useful results & surprises
•   What are you most looking forward to?
•   What is most challenging for you?
•   Where will you turn for support and expertise?
•   Do you have requests for the group—how can we
    support your efforts?

 Please give us your business card if have other questions,
  requests or suggestions or would like to receive the
  presentation.

                                                               64
    Rising Tide Capital, Inc.
                             THANK YOU!
Please contact us for more information
  about Measuring Success:

Marian Doub Consulting
mdoub@mindspring.com, (415) 730-1873

Nancy Swift, JEDI
nswift@e-jedi.org, (530) 926-6676

Alex Forrester, Rising Tide Capital
alex@risingtidecapital.org, (201) 432-4316
                                          65
 Rising Tide Capital, Inc.

				
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