1. Creating a Dashboard for Frontline Staff to Improve Performance Training Institutes 2010 Shannon Van Deman, MBA Knute Rotto, ACSW

2. Agenda Introduce ourselves Why use dashboards? Who should use dashboards? Go through the steps involved in creating a dashboard –Small group work –Introduce Choices’ dashboard Lessons learned and next steps

3. Choices, Inc. Non profit care management organization created in 1997 Developed around a community need: “high cost youth out of state” Blended system of care principles with wraparound values and managed care technology.

4. 220 180 100 80 20 Indianapolis – Indiana (1997) Cincinnati – Ohio (2002) Rockville – Maryland (2005) Baltimore County – Maryland (2006) Washington DC (2008) Choices Care Management Over 150 Employees $36 Million Annual Budget Over 600 youth served in Child Family Teams daily Working across ALL child serving systems – 60% CW

5. PLAN Child Welfare Teacher Family Pastor Friend Mental Health/ Substance Abuse Care Coordinator Care Coordination Case RateProvider Network

6. Why Use a Dashboard? Simple presentation of information Available as needed Common language Improves performance

7. Who Should Use a Dashboard? Board of Directors o Growing focused Executive management o Improvement focused Frontline staff o Operations focused

8. Steps to Build a Dashboard 1.Identify key performance metrics

9. Choices’ Dashboard: Key Performance Metrics Youth and family functioning Time spent with youth and families Dollars spent on youth and families Service mix

10. Steps to Build a Dashboard 1.Identify key performance metrics 2.Figure out how to capture the information

12. Steps to Build a Dashboard 1.Identify key performance metrics 2.Figure out how to capture the information 3.Figure out how to deliver the information

13. DashboardsDashboards

14. DashboardsDashboards

15. DashboardsDashboards

16. DashboardsDashboards

17. DashboardsDashboards

18. Steps to Build a Dashboard 1.Identify key performance metrics 2.Figure out how to capture the information 3.Figure out how to deliver the information 4.Introduce the dashboard to staff - Lesson Learned - Roll out is KEY!

19. Next Steps: Fun Future Directions Ticker Tapes “Business School”

20. Visualizing Demographics

21. Visualizing Strengths & Needs

22. Summary Introduced ourselves Why should you use dashboards? Who should use dashboards? Went through the steps involved in creating a dashboard –Small group work –Introduced Choices’ dashboard Lessons learned and next steps

23. Conclusions Dashboards are beneficial for frontline staff They manage huge amounts of tax payer dollars They work across systems and facilitate meetings They are responsible for the children and families they serve Can help advance children’s mental health

24. Thank You! www.ChoicesTeam.org Choices, Inc. 4701 N. Keystone Ave. Suite 150 Indianapolis, IN 46205 (317) 726-2121