1 aecf and rba: a journey into the past, present and future
TRANSCRIPT
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AECF and RBA:
A Journey Into the Past, Present
and Future
Presentation Overview
1. AECF Overview2. Our RBA Journey
History Present Future
3. Summary4. 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. FAMILY OPPORTUNITY COMMUNITY
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
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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 SCALEKIDS COUNT
and State Policy
National Policy
Reform
Strategic Communications
Policy, Civic and Philanthropic Partnerships
Talent and Leadership
Development
Research, Evaluation and
Learning
Social Investments
Family Opportunity CommunityAll 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
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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 approach8
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
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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?
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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 Foundationo 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
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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
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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 RBAo All units have performance measureso Greater alignment of grant making activities with desired population-level resultso Steady progress; culture change underwayo 6-step PM Protocol tool supports the worko Web-based data collection tool implemented (Results Scorecard)o Ongoing TA and support to train both staff and granteeso Expansion to additional units and teams over timeo Broader agenda to influence the field of philanthropy
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AECF RBA Journey
Questions
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