1 AECF and RBA: A Journey Into the Past, Present and Future

Presentation Overview 1. AECF Overview 2. Our RBA Journey History Present Future 3. Summary 4. Questions & Answers

The Annie E. Casey Foundation The Annie E. Casey Foundation (AECF) dedicates all of its resources to creating a brighter future for vulnerable children in America. FAMILYOPPORTUNITYCOMMUNITY We foster public policies, human services practices, and community supports that help struggling families meet their children’s needs.

AECF Quick Facts o Founded: 1948 o President/CEO: Dr. Patrick T. McCarthy o Headquarters: Baltimore, Maryland o Staff: 201 o Assets: $2.7 Billion (#24 in the U.S.) o 2014 Budget: $174 Million

The Annie E. Casey Foundation creates a brighter future for the nation’s children by developing solutions to strengthen families, build paths to economic opportunity and transform struggling communities into safer and healthier places to live, work and grow. AECF Mission 5

6 AECF Strategic Framework All children and youth have a nurturing and supportive family Child Welfare System Reform Juvenile Justice System Reform Evidence-Based Practice Frontline Practice Reform Casebook Jim Casey Youth Opportunities Initiative Workforce Development Tax Credits and Asset Building Centers for Working Families Strategies for Special Populations Housing and Quality Services Grade-Level Reading Campaign Two-Generation Approaches Youth Economic Success Atlanta Civic Site Baltimore Civic Site Family-Centered Community Change Influencing the Field All families achieve financial stability and their children are on a path to success All families live in thriving communities that support their financial stability and their children’s development DEVELOPING CAPACITY TO SCALE KIDS COUNT and State Policy National Policy Reform Strategic Communications Policy, Civic and Philanthropic Partnerships Talent and Leadership Development Research, Evaluation and Learning Social Investments FamilyOpportunity Community All Children in the U.S. have a Bright Future

AECF’s RBA History: How it All Started o Culture of using data to inform decision- making o Flagship KIDS COUNT index and data book since 1990 o RBA introduced over a decade ago to allow AECF to: Identify population results Align data and work with population results Tell a more cohesive story about the Foundation’s work 7

AECF’s RBA History: Why RBA Was Chosen o Consistency with AECF culture o RBA framework has population and performance accountability o Supports data-driven, transparent decision making o Identifies appropriate levels of performance accountability Aligns the work of each unit to the Foundation's stated results o Incorporates the use of qualitative data to help communicate how we are able to Turn the Curve o Is a common sense, easy-to-use framework and approach 8

AECF’s RBA History: How We Incorporated the RBA Framework o Results-Based Leadership (RBL) training for all staff (July 2013 – October 2014) Six days of training for units, Senior Leadership and select consultants Unit training co-designed with individual units o Products and tools developed that support the work o Post-RBL technical assistance provided to units and teams across the Foundation

10 Results Based Accountability at Casey All Children in the U.S. have a Bright Future Race for Results Index - Twelve birth-to-adulthood family and community indicators How much? How well? Difference made?

11 AECF’s RBA History: How the Process Is Unfolding Performance Management Protocol 1.Decide on Performance Measures 2.Buy-in/Take- up with Key Stakeholders 3. Develop a Data Collection Plan 4. Data Collection and Analyses 5. Assess Data to Inform Decision Making 6. Communicate with Key Stakeholders Supports staff in the development of performance measures Builds capacity for units to regularly track, analyze and use performance data Develops tools for applying and using performance measures

AECF’s RBA History: How the Process Is Unfolding o Ongoing technical assistance across the Foundation o Focus on clarifying: Contributions of each unit/team to population results Program-level results Performance measures  High action and high alignment, including ensuring that the unit measures are aligned with Foundation results o Headline measures identified for all units (including program units, capacity building units and infrastructure units)

AECF’s RBA History: How the Process Is Unfolding o Increasing # of units/portfolios supported by PM Portfolio o Use of common language o Implementation challenges encountered (anticipated and unanticipated) o Culture shift underway throughout AECF o Change management process undertaken to facilitate and speed up the work

AECF’s RBA History: Where We Are Now o Results Scorecard system selected o 18-month performance management system pilot in progress  Family-Centered Community Change (FCCC)  Research, Evaluation and Learning (REAL)  KIDS COUNT** **Possible pilot group

15 Developed unit’s results statement Developed unit’s performance measures RBA refresher and introduction to Results Scorecard were done Refined performance measures and identified headline measures Developed data collection plan, including frequency and methods Introduce grantees to Results Scorecard Train grantees on Results Scorecard system Undertake data collection and analyses Develop unit-level scorecard Assess data to inform decision making Communicate with key stakeholders (internal and external) AECF’s RBA History: REAL Unit’s Experience

16 1. All AECF staff understand and incorporate RBA into their work 2. All AECF units and portfolios regularly measure and report on their performance 3. All AECF staff routinely use performance and results data for decision-making and strategy improvement 4. There will be greater alignment across the Foundation related to: o The annual budgeting and grant making processes o Decision-making & Collaboration All Casey staff, partners, and grantees who impact the lives of children, families and communities will make research-informed and data-driven decisions to improve the lives and outcomes of children AECF’s RBA History: Vision for the Future

AECF’s RBA Journey: Summary o Multi-year effort to incorporate RBA o All units have performance measures o Greater alignment of grant making activities with desired population-level results o Steady progress; culture change underway o 6-step PM Protocol tool supports the work o Web-based data collection tool implemented (Results Scorecard) o Ongoing TA and support to train both staff and grantees o Expansion to additional units and teams over time o Broader agenda to influence the field of philanthropy 17

AECF RBA Journey Questions 18

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