1. January 2012 TRAINING PROGRAM AGENCY GOALS & OUTCOME MEASUREMENT

2. 2 Purpose of This Training Program? Agency’s Strategic Plan ( Vision/Mission/Objectives ) Program Goals Fund Raising Goals Operational Goals Staff Development Goals 2012 United Way Funding Application Performance Measurement Rpt Program Goals Performance Measurement Rpt ProgramsResultsProgram Goals UWSCC Training Goal Improve Report Quality Improve Agency Results

3. 3 What we will cover today Developing Powerful Agency Goals using the “SMART” Model What are SMART Goals? Turning Your Goals Into SMART Goals Tying SMART Goals to the Outcome Measurement Model Review the Outcome Measurement Model Review UWSCC Performance Measurement Reports & Due Dates

4. 4 What are SMART Goals? Specific Measurable Attainable Relevant Timeframed

5. 5 Turning Your Goals into SMART Goals S MART – S pecific: You know what you want to accomplish. Vague goals equate to vague results. Goals must be fully furnished with detailed description of the what, when and how.  Vague goal – I will complete my college degree at night  SMART goal – I will take classes at night towards a degree in accounting and will graduate in four years time. I will commit myself to studying to get a minimum 3.5 grade-point average in accounting and 3.0 in all other subjects

6. 6 Turning Your Goals into SMART Goals S M ART – Measurable : You can assess your progress. Goals which cannot be measured cannot be managed. Your goal is measurable if anyone can tell you at the end of the deadline whether or not you have completed your goal.  Vague goal - I want to be successful in my work  SMART goal – I want to save the agency at least 5% in Administrative expenses in each of the next 5 years

7. 7 Turning Your Goals into SMART Goals SM A RT – A ttainable : Goals must be within reach. High goals that stretch you are okay, but high AND realistic goals are better. Unattainable goals don’t motivate. Easy goals aren’t challenging and do not contribute to growth.  Vague goal – I will run a marathon  SMART goal – I will take brisk walks around the block every day for a month. Then I will jog every day for a month. I will continue this routine and run in a 5k race by next spring.

8. 8 Turning Your Goals into SMART Goals SMA R T – Relevant: Goals need to parallel your agency’s purpose. Relevant goals are a sure way to direct your efforts towards attaining something that is supportive of your agency’s mission.  Vague goal – Within a year, I will become a politician and support my agency through political contacts  SMART goal – By the end of the year, I will advocate for my agency by becoming active and visible in politics to increase and improve my agency’s fundraising and grant proposals

9. 9 SMAR T – T imeframed: Goals need to have deadlines. A goal free from a time element is susceptible to procrastination.  Vague goal – I will write a grant proposal  SMART goal – I will start writing my proposal for an XYZ grant on Monday and finish by Friday Turning Your Goals into SMART Goals

10. 10 Goal Specific Measurable AttainableRelevantTimeframed I will take classes at night towards a degree in accounting and will graduate in four years time. I will commit myself to studying to get a minimum 3.5 grade-point average in accounting and 3.0 in all other subjects. YYYY I want to double my salary in 8 years by starting my own food business and attending business and management classes and workshops. YYYY I will start writing my proposal for an XYZ grant on Monday and finish by Friday. YYYYY SMART Report Card Turning Your Goals into SMART Goals

11. 11 Provide Recreational Activities Initial Goal Specific? Measurable? Attainable? Relevant? Timeframed? Ensure that 95% of all seniors enjoy at least one social recreational activity every day Is this Goal… Revised Goal Turning Your Goals into SMART Goals

12. 12 What is Your Goal? Review your initial agency goal and turn it into a SMART Goal Use the “smart goal vs. vague goal” handout to help you revise your goal

13. OUTCOME MEASUREMENT MODEL 13

14. 14 Review of Outcome Measurements The Power of Outcome Measurements Shifts focus from running your programs to gauging the effectiveness of your programs “Outcomes” are about the participants (someone learns) rather than the process (someone instructs) Outcomes move the focus from how a program operates to the good it accomplishes Outcomes assist you in selling your funding & grant requests. (Agency met the food needs of 70% of all seniors in Kennett Sq. at or below Pennsylvania Dept of Health guidelines.) 14

15. 15 Program Outputs (These are the counts, numbers, totals - the raw data collected from the programs) Outputs Participant Benefits (These are agency measurable results that support the goals and impact your clients) Outcomes Outcome Measurement Model Agency Program SMART Goals Activities (This is what programs do) Programs Agencies request funding for these

16. 16 Outputs Outcomes Outcome Measurement Model Agency Program SMART Goals Programs Feed and shelter Provide training Educate public Provide counseling Establish mentoring programs What to include in each section of the model Number of Classes taught Counseling sessions Materials distributed Hours of service Participants served New knowledge Increased skills Changed attitudes Changed values Modified behavior Improved conditions Altered status

17. 17 Outcome Measurement Model - Example GOAL 80% of adults who take program score 75 or better on final exam Outputs Outcomes Adult Literacy Rating Comprehension course 100 participants100 took exams Comprehension course – (M & W) 50 participants 50 test results 95% scored 75 or higher Comprehension course 100 participants 100 test results 80% scored 75 or higher Comprehension course – (T & Th) 50 participants 50 test results 65% scored 75 or higher Overall goal met and high- lights the potential problem Overall goal met but masks a potential problem No information on effectiveness Call Dr. Recovering Great Shape

18. UWSCC PERFORMANCE MEASUREMENT REPORT 18

19. 19 UWSCC Performance Measurement Report Program Goals Specific Program Activities to Reach each Goal Activity Outputs Expected Outcome Measure Ensure that 95% of all seniors enjoy at least one social recreational activity every day Bingo Checkers Chorus # participants # participants per activity Completed satisfaction survey For every activity, 95% of participants satisfied Initial Program Funding Request Form for 2012 Completed by Feb. 2012 Actual Outcome Measure Comments on Actual vs. Expected Outcome Differences For every activity provide the actual % achieved Provide explanation for every variance between expected and achieved Final Program Results Form for 2012 Completed by Feb. 2013

20. 20 Recap Developing Powerful Agency Goals using the “SMART” Model What are SMART Goals? Turning Your Goals Into SMART Goals Tying SMART Goals to the Outcome Measurement Model Review the Outcome Measurement Model Review UWSCC Performance Measurement Reports & Due Dates What did we cover today?

21. 21 Submission Timeline Current Year - 2012 Jan UWSCC Distributes Current Yr Initial Form (Blank Form) Prior Yr Program Results Report (4 columns completed) Feb Agency Returns Current Yr Initial Form (4 columns completed) Prior Yr Program Results Report with all columns filled in March Allocation Panels Receive Both Forms What Happens Next?

22. 22 Agency’s Strategic Plan ( Vision/Mission/Objectives ) Program Goals Fund Raising Goals Operational Goals Staff Development Goals 2012 United Way Funding Application Performance Measurement Rpt Program Goals Performance Measurement Rpt ProgramsResultsProgram Goals What Happens Next? Refine & Revisit Yearly to get the Results You Intend!

23. 23 One-on-One Training and Online Resources Agencies may request one-on-one assistance in January on filling out the SMART Goals and Outcome Measurements on the application form. UWSCC Online Training Resources ( www.unitedwayscc.org/campaigncentral/onlinetrainingprograms.aspx ) www.unitedwayscc.org/campaigncentral/onlinetrainingprograms.aspx Agency Goals and Outcome Measurement Training Document Online Video on Outcome Measurement Model