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Being Data Centric Using a Whole Agency Data Approach

June 13, 2018: 2 PM ET

The Promise of Community Action

Community Action changes people’s lives, embodies the spirit of hope, improves communities, and

makes America a better place to live.

We care about the entire community and we are dedicated to helping people

help themselves and each other.

AgendaJune 13, 2018

• Learning Community Information

• Introductions

• Being Data-Centric Using a Whole Agency Data Approach

• Question & Answer Session

– type your questions in the chat box at anytime throughout the webinar!

• Meeting Schedule & Wrap Up

Purpose: The purpose of the LCRC is to analyze Community Action outcomes and identify effective,

promising, and innovative practice models that alleviate the causes and conditions of poverty.

BUILD CAA CAPACITY TO FIGHT POVERTY!

Open LCGs • Health Intersections• Decreasing Family Homelessness• Results at the Community Level

• Cultivating Data Centered Organizations

Intensive LCGs• Integrated Services to Improve Impact• Financial Empowerment for Families• Whole Family Approaches for Economic Mobility from Poverty 1.0

Communities of Practice • Rural Integration Model for Parents and Children to Thrive (IMPACT)• Whole Family Approaches for Economic Mobility from Poverty 2.0

THE LEARNING COMMUNITY

FRAMEWORK COMPONENTS:

THE LEARNING COMMUNITY

RURAL

URBAN

CULTURALLY DIVERSE

FIELD LEADERS

407 Counties

Total individuals served: 1,640,775

LCRC TEAM

Tiffney MarleyProject Director, LCRC

Jeannie ChaffinConsultant

Subject Matter Experts

Dr. Barbara MooneyDirector of ANCRT

Paige TeegardenGeneral Manager of CSST Software

Webinar Objectives

This webinar will focus on:

The benefits and challenges facing agencies who have begun

to move to a data centric approach.

Some general ideas about establishing this approach will be

provided.

Some case studies from the field will identify why they

decided to make this move, what they changed and what they

have observed in the process.

Being Data Centric

What does it mean?

Core Values that Characterize the

Data-centric Organization

The data-centric approach values decisions that are

supported by verifiable data.

The success of this approach is based on data that is

accurate, reliable, timely and complete.

This requires a management system that monitors data entry

and provides follow up.

It is imperative that the agency also has a system (or process)

to store, retrieve and aggregate the data so it can be

analyzed.

Data-centric Organizational Culture A key element of data-centric organizations is the fostering

and maintaining of a culture that embraces data and the

various functions we just identified.

It is important that the organization integrates a data focus

(data collection, storage, aggregation, analysis and use) into

standard operations…not something ‘extra’ that is done later

Data must be turned into information to support decision

making -- every day in every decision.

Both long term strategic and day-to-day operational decisions

should be based on facts that can be sourced back to reliable and

accessible data.

Ideas about how this happens:

The organization must embrace some core principles such as:

“clients own their data”

“ask once, use many times”

“Data is an asset for the organization”

Maintaining the Data Centric Organizational Culture is a

function of leadership

It is exemplified by modeling from the leadership

Include Data concepts in your TOC Organizations must include information about how data

fits into your objectives – into the “big picture” results and outcomes you want to achieve.

Consider what you want to do as stated in

Your local agency wide Theory of Change (TOC)

Program Logic Models

Strategic Plan

Have conversations internally, with partners and funders about what you are trying to achieve and how your data systems (collection, storage, reporting, etc.) fit into your ability to achieve those goals.

Some Benefits in Being Data Centric

Continuous improvements in processes leading to better outcomes for clients

Data for new initiatives

Keep public trust

Efficiencies for staff and customers

Better use of funds

In the Whole Family Approach, being data centric can help to find out what is happening to the family unit, not just the separate members

Challenges of Becoming Data Centric

Currently tracking outcomes for adults and children separately

Cannot show progress for the whole family

Multiple systems already in the agency

Cannot communicate with each other, making it difficult to aggregate or share

Staff buy-in and organization cultural shifts

Requires new job descriptions and responsibilities

Requires understanding of services provided to all the members of the family

Funding to help build initial capacity or support shift can be difficult (identify the real cost of changing systems )

electronic supports - new hardware and software

staff training, etc.

Stories from the Field

Taking the First Steps

What do agencies say?

What changes in processes and practices were

made? What still needs to change?

“Intake” of customers

Communication (internal and external)

Other……

What changed in the organization’s culture?

What decisions became data based?

Community Action Partnership of Kern

Motivation for Change (The Need):

CAPK lacks the tools to respond to a changing non-profit environment

that is leaning towards outcomes and data-driven information…

CAPK lacks coordination and standardization in data collecting…

CAPK lacks integrated software system…

CAPK lacks a centralized client intake system…

Broad Goal: Community Action Partnership of Kern aims to

develop specific methods and tools to assess needs and analyze, track,

and use information to manage and improve services, enhance

workflow, and collaborate across multiple programs and data bases.

Community Action Partnership of Kern What will they do?

Assess current platforms used by all programs, including Human Resources and Finance, by a hired consultant.

Identify all program requirements and crosswalk similarities among program pertaining to data collection.

Provide recommendations on next steps, which may or may not include proposing integration software systems.

Identify how the data is used, for example:

Are reports generated from the information and if so when, to whom and for what purpose

How is information shared: electronically, hard copy, verbal reports, etc.

How else is data collected reported and used either internally and externally:

York County Community Action, ME

The first step: Intentionally becoming data informedHow to do it:

Leadership recognized hat it was important for staff to understand the “why” behind this approach

Provided training to staff to produce interest Worked with a group in the Portland, ME area that helps agencies identify their

data needs and how they can be used

Getting people talking

Results Based Accountability tied the data back to the work of the agency. Accept that “It is about moving the needle.”

Start with asking questions (a place of curiosity)

What evidence do we have that we are on the right track?

Look at the data that each program has

Have trend lines (look at multiple years)

Who do we serve (look at the demographics)

YCCAC Mission: Create a centralized data base so

we can run reports and have great data to help us

make decisions

Committees established to develop a pilot for centralized data (staring with case management, health center, children’s services)

Technical issues

Program issues

Identify a universal data set –What are we collecting? What do we need to know? Identified 15 data points.

Digging into the data – identify how data elements are named in different data bases; how can they be “matched” so they can talk together.

Challenge – use particular data base from funders (ex: health info system will not change their system)

Response: a universal intake to allow staff to use different systems while making the systems be more aligned.

Using Data

The key to being Data Centric

Using DATA

Actually using data is key to being data driven.

There are different kinds of data and ways to use data.

Planning

Program / services management.

Often is output and quality/satisfaction data;

Can include frequency and efficiency measures

Outcome/Progress evaluative

Change in ‘participant’

Analysis: Change for whom, when, why

Data needs vary by audience…

Front line staff

Managers and Directors

Senior Leadership / Board

Funders

Community

Partners

Understanding The Data You Need

Data Use Vision Connected to

Outcomes

Target Families

Data points and who will use

Why? What and For Whom?

01

0203

04

Tools and

Software

Bringing it All

Together – Bite

sized chucks

When in ‘client flow’ for what

program(s) is data collected?

Where is data entered/stored?

When? Where?

Action Steps

What will you do?

What Works?

Plans for what will be observed, documented, reported and

analyzed must be established at the start of the change in

approach.

After tracking comes analysis:

Analysis of the integrated data will produce an on-going

active understanding of what is happening.

Analysis will also help to distinguish outcomes achieved from

this approach from outcomes achieved from single and

multiple non-integrated services.

Contact Info:

Barbara Mooney, Ed.D., SME, Community Action Partnership Learning Community, barbaramooney@windstream.net,

o: 724-852-2272, c: 717-756-3109

Paige Teegarden, MPP, General Manager, CSST Software, LLC

pteegarden@empoworbycsst.com, Cell: 571-233-2627

Questions?

Follow the Learning Community BlogVisit: www.lcrcweb.com

and Subscribe!

www.csbgtta.org

CSBG TTA Resource Center

Stay ConnectedContinue Learning

Join the online Community Action

Academy!Free, online learning hub for the

Community Action Network

1. Go to https://moodle.communityactionpartnership.com & create an account.2. Once the account confirmation is complete (via email), login.3. In the Course Categories box to the right of the screen, click Learning Communities.

Engage through online discussion, accessing resources, and agency resource sharing!

Webinar Wednesdays!

https://www.communityactionpartnership.com/menus/webinars.html

Upcoming Webinar Wednesdays• June 20 at 2pm ET: Decreasing Homelessness (Register)

– National Alliance to End Homelessness (NAEH)

• June 27 at 2pm ET: Impact & Evaluation of the Social Determinants of Health (Register)– Dr. Dayna Long

• July 18 at 2pm ET: Collective Impact Roles and Developing Your Common Agenda (Register)– FSG Consulting

2018 National Community Action Partnership Annual Convention

Register, Advertise, Sponsor Today!

#CAPCON18Click here to learn more.

LCRC Staff Contact Info:Tiffney Marley, Project Director, LCRC

tmarley@communityactionpartnership.com

Jarle Crocker, Director of Training and Technical Assistance (T/TA)jcrocker@communityactionpartnership.com

Courtney Kohler, Senior Associate, T/TAckohler@communityactionpartnership.com

Hyacinth (Xandy) McKinley, Program Associate, LCRChmckinley@communityactionpartnership.com

Liza Poris, Program Associate, T/TAlporis@communityactionpartnership.com

Charity Frankowski, VISTA Leadercfrankowski@communityactionpartnership.com

Jeannie Chaffin, Consultant for CA Economic Mobility Initiativechaffin.jeannie@gmail.com

This presentation was created by the National Association of Community Action Agencies – Community Action Partnership, in the performance of the U.S. Department

of Health and Human Services, Administration for Children and Families, Office of Community Services Grant Number, 90ET0466. Any opinion, findings, and

conclusions, or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the U.S. Department of Health and

Human Services, Administration for Children and Families.

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