Performance Excellence Committee PEC’s Journey: From Strategies to Dashboards 5/7/18

September 2017 Identified PfP’s Key Performance Measures KPMs through 2 workgroups: Workgroup 1 - assessed current inventory of data PFP collected Workgroup 2 – KPM prioritization workgroup (financial, clinical, employees, and compliance)

November 2017 The Linkage Chart is a structured framework for focusing on key performance measurements. It will help PFP’s management team make sure the measurements they prepare are tightly aligned with strategic and operational goals. PFP’s Strategic KPIs – Outstanding Financial Health, Excellence in Health Care and Rehabilitation, Outstanding Work Environment and Effective Internal Communication, Compliance.   Strategic Objectives - Strategic objectives are long-term organizational objectives that help to convert a Vision statement from a broad view to more specific plans and projects. Strategic objectives are usually developed as a part of 2-5 year plan that identifies key strengths and weaknesses and sets out the specific expectations that will allow the organization to achieve its more broad-based mission statement. PFP’s Operational KPIs – People (P), Quality (Q), Timeliness/Delivery (D), Cost (C), and Growth (G). Operational Objectives- Operational objectives are the short-term initiatives designed to achieve the organization’s long-term strategy. Operational goals are measure daily, weekly and/or monthly. Initiatives – achieving the strategies through day-to-day work that can take 6 months to 1 year. Initiatives are a response to how far the organization wants to go in the next FY or a specified time frame. Initiatives will have associated measures that will indicate if the initiative is achieving desired result.

December 2017 Joe Y. presented on Performance Measurements and PfP’s Management Plan: Goal #1: Improve the overall health of those we serve: Objective 1: Provide quality chronic physical disease management and treatment: Goal #2: Ensure outstanding organization financial health: Objective 1: Optimize revenue from appropriate clinical/treatment services to eligible individuals and families served: Goal #3: Ensure an outstanding work environment and effective internal communications: Goal #4: Ensure compliance with regulatory, licensing, and payer’s documentation requirements:

January 2018 Tony presented a first draft of PfP’s dashboards – the presentation focused on PFP’s operational goals, targets, and actuals:

February and March 2018 The PEC Committee continued to make refinements to dashboards and metrics: Layout – owner, color coding, citing were the data is coming from Metrics - BMI, PHQ9, health indicators, HR indicators, financial indicators Defining targets – benchmark data, industry standards, first year of dashboards to create targets, or no targets at all Additions – alcohol, drug, and health indicators Specific to target audiences – board level, executive committee level, management level, and team level

April and May 2018 Presentation and discussion on newly updated dashboards: Agency Goals Clinical Goals Team Goals

What’s Next for PEC? CCBHC dashboard Dashboards for every team and/or department CQI – how dashboards are and have been driving learning and quality improvement Board level dashboard – a board overview of clinical and business practices Refinements to PFP EMR reports and data accuracy