1. What did we do and how well did we do it? A consistent approach to identifying and measuring outcomes

2. RBA – what it means to Family Works HB Systematic approach to planning and measuring outcomes A framework for monitoring and evaluating what we do A framework for reflection A framework for reporting A framework for planning To know we are doing is making a difference

3. How did we get started?: Evaluation cycle: monitoring, evaluation and learning Define and plan service delivery Do it Implement service Analyse data and review service outcomes Reflect on outcomes and refine service  Accountability  Clients  Governance  Funders  Communications  internal & external  Fundraising Evaluation in Action Action Research model

4. Process used to establish evaluation framework Map the programme ‘focus group’ discussions with staff describing “what we do, how we do it and how we know when its working” Build a programme logic derived from programme map Identify most useful performance measures based on an RBA approach

5. The Journey In 2008 we developed our programme logic and embarked on RBA. In July 2009 we merged another organisation into Family Works HB – 10 new staff, 2 new services and a number of new programmes. In 2010 – we purchased a data base and have spent time ensuring a fit with our tools, processes etc designed around an RBA framework. This is work largely completed.

7. INPUTSACTIVITIESOUTPUTS Direct products of the activities OUTCOMES Short-term Results we expect to see Medium term Results we want to see Longer term Results we hope to see Planned workIntended resultsImpacts PROGRAMME LOGIC: A way of describing a programme for planning and evaluation Resources+ What you do= Results Within your control

8. INPUTSACTIVITIESOUTPUTS Direct products of the activities OUTCOMES Short-term Results we expect to see Medium term Results we want to see Longer term Results we hope to see Planned workIntended resultsImpacts                   Performance Measures / Indicators             PROGRAMME LOGIC: A way of describing a programme for planning and evaluation Resources+ What you do= Results How do you know this has happened?

9. INPUTSACTIVITIESOUTPUTSOUTCOMES Short-term (working with FW ) Medium term (On closure with FW ) Longer term (6–12 mnths post?) Performance Measures / Indicators Tracking Inputs:  costs  staff time  # clients resources Quantity & quality of Activities:  Level & quality of engagement with family  Quality of the services  Monitor & review intra/inter- agency processes Tracking Outputs: Assessment completed  contract agreed  goal plan in progress  # sessions  # reviews  case status on closure  Safety assessment completed  Community participation assessment completed  Client participation rate  Change achieved in issues in Goal Plan – client reviews  Changes in Safety, Care & Stability – SW reviews  Community participation reviewed  Client participation rate  Change achieved in issues in Goal Plan – intake vs closure  Changes in Safety, Care & Stability – intake vs closure  Client service evaluation – incl. PSNZ measure  Community participation  Educational status- children  Family PHO registration- going to GP as required  Number of adverse contacts with Agencies for client families (CYF, WINZ, Police - s.15 notifications; s.19 referrals)  Families represent through PR How did we start: programme mapping

10. How much service did we deliver? Performance Measures How well did we deliver it? How much change / effect did we produce? What quality of change / effect did we produce? Quantity Quality Effect Effort Output Input

11. How much did we do? Outcomes - Effect Inputs - Effort # clients # sessions # reviews funding case completions vs non-completions Referral sources Agencies involved Client demographics Presenting issues Match with priority populations Background Info Community profiles Events / issues in community Client service evaluation – satisfaction survey Social worker satisfaction survey - [workloads, resources, support – supervision & direction etc.] Social work practice - progress with Goal plan etc., % reviews at 6-8 sessions Closures / completion rates / reasons for non- completion Client participation rates / Level and quality of engagement with clients  Ratings show changes in issues listed in Client contract – client assessed  Ratings show changes in Child Safety dimensions– SW assessed  Ratings show changes in community participation rates- SW assessed  Client service evaluation – satisfaction survey including PSNZ measure  Client engagement & participation rate After 6 & 12 months:  Educational status of children- children enrolled and attending school  Family PHO Registration-going to GP as required  Number of adverse contacts with Agencies for client families (CYF, WINZ, Police - s.15 notifications; s.19 referrals) How well did we do it? Is anyone better off?

12. What have we achieved to date. Client plans completed Client outcomes met 24% 2008 / 092009/102010/112011/12 57%45%96%95% 2008/092009/102010/112011/12 29%55%75%85%

13. Social Work results

14. Our results – what happened Review Findings Tools were okay – some minor tweeks Staff inconsistent in use of tools and reporting Inadequate QA Action plan Improve QA and monitor practice closely Policy changes and training around “forming a belief” and reporting accurately. Infrastructure changes

15. Key enablers Outcomes reporting and RBA was supported by MSD My CEO, and Executive wanted a tool to evaluate what we did. Staff understand our need to report outcomes CMS aided the process of implementation.

16. Barriers/ Challenges New Manager, new staff, new systems, new CMS. Existing capability / capacity versus increasing demand and complexity Greater levels of quality assurance needed CMS – added an additional challenge Fear – a tool to measure individual performance? Fear – of change, Inconsistent practice

17. Lessons learnt Bring all staff on the journey, don’t leave any behind Be clear with staff of our legal obligations for reporting to funders and our Board and clients One step at a time. Don’t be afraid of change This is about the service, not individuals Look for patterns – these tell a story on their own

18. Lessons learnt Be prepared to delve into the files for solutions and to get the story behind the data e.g. – 25% disengagement – find out when in the process and why and take action Review data management tools and rating scales- are they doing what you want them to do? Don’t be afraid of change.

19. What surprised me? Our results. Not all our results are good but we had a starting place from which to launch practice improvements. We have to have a framework by which to hang our results Client demographics remain stable - No surprises

20. Issues and challenges Consistency, completeness, case reviews, quality assurance – protect against garbage in garbage out. All our work is on CMS and reporting is easier. A recent restructure and subsequent staff changes challenge our ability to meet demand. Reviewing and updating our practice model- change raises levels of anxiety.

21. Recap Programme mapping Vigilance around reporting Good QA system Integrity of data

22. Would I recommend RBA Most definitely It provides structure, it asks and allows us to answer the key questions – do we make a difference in the lives of those we work with. And If not, why not. It helps to justify our existence by providing an evidence based framework.

23. Children born healthy, Children succeeding in school, Safe communities, Clean Environment, Prosperous Economy Rate of low-birthweight babies, rate of high school graduation, crime rate, air quality index 1. How much did we do? 2. How well did we do it? 3. Is anyone better off? RESULT or OUTCOME INDICATOR or BENCHMARK PERFORMANCE MEASURE A condition of well-being for children, adults, families or communities. A measure of how well a programme, agency or service system is working. Three types: A measure which helps quantify the achievement of a result. = Customer Results Whole population Client population