1. The Visual Storyteller:
Fiscal Data Profiles

2. Objectives Learn about what fiscal data profiles are
Learn what fiscal data profiles can do for your program
Become better able to use fiscal data profiles to
identify fiscal issues, potential causality of the issue
plan for further data collection or analysis
address issues and promote effective practices as supported by the data
Learn how a new DaSy product can assist states in developing fiscal data profiles for local programs
Show of hands:
Who’s in the room: State Coordinator, data manager, other state staff, T/TA Staff, Family member, OSEP Staff
Familiar with Fiscal Data: use or access daily, quarterly, yearly
Experience with fiscal profiles: some or none

3. Fiscal Data Profile Attributes
Communicate fiscal data visually
Provide simplicity for those within and external to your state system
Designed for a purpose, audience, and the critical questions you’re trying to answer
(demographic, service, infrastructure and admin)

4. Fiscal Data Profile Utility
Answer
important fiscal questions
Monitor
general supervision
Support
fiscal management
Garner
political will
Remember: within the finance component of the System Framework there are quality indicators related to having access and using fiscal data. These are features of a high quality systems. Using fiscal data profiles helps to facilitate implementation of theres indicators of quality.

5. Critical Questions What is the financial obligation for my system?
How much funding will I need to cover the increasing number of children in my system?
Which fund sources are being used?
What is the average cost per child?
What are the amount and percentage of funding by source of funding?
What does the percentage of revenue from each program fund source look like compared to the percentage of children eligible for the program?
Source: Understanding and Using Fiscal Data
15 min

6. Wisconsin Fiscal Profile
How and why has Wisconsin used fiscal profiles?
30 min
Terri (15 min)
Link to WI Profile as a handout.
Background on impetus, development, purpose, audience, questions that are posed to locals.

7. Chart 1. Percent of Children Referred for EI Services who are Evaluated, Eligible, and Served in State and Locally
40 min
Small Group Activity with report out
What does this tell you as staff of the state lead agency? As an administrator of a local program?
This chart is about child find and initial entry into the program: Are children being appropriately identified, referred to EI, then evaluated, found eligible, and ultimately served? If children who need EI are being appropriately referred, they should move through the referral, evaluation and entry into services smoothly. If many children are referred but then not evaluated, this need to be investigated. If many children are evaluated but found to be not eligible, this needs to be investigated as it suggests that children ae being over-referred. If children are found to be eligible but never get served, this needs to be investigated to find out why the follow through is less than optimal. Each point represents a key point in the program’s process for identifying and providing EI services. Large or disproportionate drops in the number of children between points warrant targeted investigation into the related processes. Investigation findings may include a reasonable explanation for the observed drops or the identification of a program area which may benefit from a focused improvement strategy
Have this on a handout at the table:
Potential key questions to ask about this data (place in table)
Looking for differences between each data point.
Do you see a significant difference between the number of children referred and those evaluated?
Found eligible?
Served?
How does the program data compare to the statewide data?
Should that difference be smaller? Why or why not?
If this seems to be a problem, how can you find out what is not optimal? What additional questions do you have? What can you do about it?
Report out:
What did you find to be interesting about this?
Have you done similar analyses in your state?
How could this be useful for my state?

8. Shareback What did you find to be interesting about this?
Have you done similar analyses in your state?
How could this be useful in your state?
50 min
Chart responses.

9. Activity: Identify Issues and Examples
60 min
Select another chart to review and discuss.

10. Chart 2. Total Expenses by Type, Statewide Average and Locally Infrastructure & Administrative vs. Direct Services
80 (5 min for each slide/short) Asking: Did anyone review this cart? Any comments?

11. Budget by Funding Source for Local Program

12. Chart 4. Percent of Children Enrolled vs
Chart 4. Percent of Children Enrolled vs. Percent of Funding Budgeted for Private Insurance by Local Program
Chart 5. Percent of Children Enrolled vs. Percent of Funding Budgeted for Medicaid by Local Program

13. Chart 6. Current Receipts and Anticipated Receipts to meet budget by Funding Source in Local Program on 7/16/17

14. DaSy Fiscal Data Profile Template
What it can do
What the limitations are 90
DaSy’s fiscal profile tool is an Excel-based template that converts fiscal data provided by a state Part C program into a more engaging and revealing graphical display (i.e., graphs and charts).  The “profile” refers to the collection of figures and information generated from the data and formatted into a printable 1-2 page report.  The report will auto-populate with contextually relevant chart types.  Additional information that will accompany the template include key questions one might ask, “red flags” to beware of, and important findings to consider when reviewing the profiles. Comparisons between the state data, statewide average data, and individual local program data can be used and shared with different stakeholders to identify and address issues with greater specificity and utility than the original raw or aggregate data.

15. Walk-through of the DaSy Fiscal Profile Template
70 min
Short walkthrough of what it looks like in Excel
The interface is still being built – what we are trying to get it to do.
We have the charts!

16. Ideas for Use in Your State
What key purposes do you see?
Target audience?
Data you’ll need – Do you have it? In what form? Can you get access to it?
Think about application regarding your state infrastructure and what constitutes a ‘local program’
Who, within your state system or lead agency, can assist with compilation, data entry and report generation? Someone with expertise in Excel is a real plus!

17. Reach out to us! Kellen Reid: kellen.reid@unc.edu
Katy McCullough: