December 13, 2014 United Way CEO 211 Workgroup Performance and Quality Summit Presentation Larry Olness – United Way Heart of Florida Lisa Austin – United Way Worldwide Resource Database Requirements

2-1-1 Resource Library - Beyond the database We are not only cataloguing, we are writing the books. April 29,

United Way Performance Index –Resource Library Goals and Objectives: Define requirements and functionality needed for 211 Resource Libraries to increase consistency and alignment Define national standards that would enable interoperability and integrated functionality and reporting Better understand the UWW/AIRS Linked Data project and then initiate processes and protocols necessary for all UW 211s to participate. Establish UW 211 Resource Library best practices April 29,

4 United Way Performance Index - Database April 29, 2015

Implement: Develop tools and best practices UW 211 Tools Onboarding Hiring Data Definitions Library Style Guide Data entry audit form Peer audit tool Services required in database Agencies suggested to be in database Customer satisfaction survey Database record complexity Time and Activity tracking 5 April 29, 2015 Best Practices QA Monitoring Database Audit Multi-channel outreach for updates Consistent Indexing across UW 211 network KPI – Key Performance Indicators Reporting

Resource Database Requirements Inclusion/ Exclusion Criteria Updated at a minimum of every 2 years Any fee charged for inclusion must be included Data Elements Standardized fields for recording an organization’s information Classification System/ Taxonomy AIRS/ 211 LA County Taxonomy Content Management and Indexing Staff Training and Supervision - 50% of resource specialists and managers certified (CRS) Database Style Guide - Rules for structuring, writing and indexing resource database records 6 April 29, 2015

Resource Database Requirements(continued) Database Search Methods Records searchable by name and service Database Maintenance A standard profile used to collect information on new organizations to be listed Documented process in place for updating the resource database  Makes 3 attempts per year to request an update from all listed organizations via alternative methods (phone, website, site visits, etc.)  Unresponsive organizations are considered for removal or updated Documented procedures for identifying new resources, verifying services and following-up on resource information submitted by staff and community members 7 April 29, 2015

Resource Database Requirements(continued) Formal Update Must be done annually Must have interaction with agency being updated to include acknowledgement of data Health, Income, Education Agencies and Programs Must be updated semi-annually Must have interaction with agency being updated to include acknowledgement of data 8 April 29, 2015

Use|Measure|Share: Balanced Performance Scorecard (Resource Library) Primary Scorecard Quality – Technical Compliance to 211 Standard Operating Procedures Training CRS Designation for Resource Staff Taxonomy Training Database Audit Program Record Accuracy Level Outreach attempts Multi-channel (Phone, , Web, Mail) Taxonomy - UW Standards January 16,

Use|Measure|Share: Balanced Performance Scorecard (Resource Library) Primary Scorecard CSR Designation for Library Resource Staff Quality Assurance – Technical Compliance to 211 Standard Operating Procedures Style Guide, Content requirements and Indexing Database Audit Program Record Accuracy Level Multi-channel update outreach attempts Phone, , Web, Mail UW Taxonomy and Indexing Standards November 10,

Achieve Primary Targets: Have AIRS Accreditation CRS Designation for Library Resource Staff - within 1 year of eligibility Quality Assurance – Technical - Score of 85% Database Audit – 20 program records/FTE/month Accuracy Level – 90-95% Formal updates 100% attempted and 85% completed Multi-channel update outreach attempts Phone, , Web, Mail UW Taxonomy and Indexing Standards 11 April 29, 2015

Exceed IMPLEMENT: All UW 211 Tools and Best Practices* USE, MEASURE, SHARE: Performance Score Card ACHIEVE: Resource Library Performance Indicators Database Audit – Formal updates 100% attempted and 90% completed EXCEED: Attain all of the above and out perform Key Performance Indicators on both primary scorecards 12 April 29, 2015

Building Awareness Target Audience UW CEO Champions State Associations Council of States NPC UW 211 Directors 211 State Directors CI VP/SVP AIRS Communication/Events UW 211 Summit Great Rivers Conference 211 Network Webinar State Association Meetings CLC AIRS Conference 211.org April 29,

Pilot Sites – Adoption and Integration Heart of Florida UW UW of Greater Cleveland UW of Greater Atlanta UW of Southeastern Michigan UW of Greater Houston UW of East Central Iowa Bay Area UW UW of South Carolina Mile High United Way UW of St. Louis UW of Escambia (Pensacola) November 10,

Next Steps  Establish the United Way Worldwide Strategy and Execution Committee  Develop QA toolkit o “Rating scales o Definitions Guide o Style Guide  Recategorize Taxonomy terms to align with Education, Income, Health & Other. (90 days) o Referral reporting o Unmet needs reporting o Resource availability/mapping/capacity o Develop HIE reporting template April 29,

Next Steps  Definitions Guide (4mo) o Elements of records o What is update, record, agency, program, resource, referral, unmet need, etc.  National reporting tools (1 yr) o Mapping o Data visualization  Validation of UW 211 status, e.g. independent verification, site visits, etc. (1 year plus) April 29,

Outcomes Value Proposition Improved Trust in UW and 211 brands (internal/external) Increased Capacity Relationship Building with current and new partners Investor Guidance Better Alignment within UW 211 network Increased Transparency and Consistency of Reporting Position to better support United Way E/I/H Mission and Goals Achieve adequate funding and staffing Placement of Director on Senior/Executive Staff April 29,

Collaborators Robert H. Brown - HFUW Larry Olness – HFUW Lisa Austin - UWW David Jobe – UWGH Diane Gatto – UWGC Tom Page – United Way of Michigan Association Stephanie Sanchez – MHUW Donna Burnham – UWGA Haley Helms – HFUW April 29, Matthew Finley - UWGC Marioly Botero - UWGA Bridget Lindemood – MHUW Linda Tokarski – MI211 Nhora Plehn – UWGA Adriene King – UWGC Louise Foresman – UWGC Matt Trahan – UWGC Sarah-Ruth Hoskins – UWGC Ben Lybarger – UWGC