System of Care Start-up Webinar Series 1 Logic Model, Strategic and Sustainability Planning Bruce Strahl, Regional Technical Assistance Coordinator, TA Partnership Debbie Bartlett, Director, Better Days Ahead. ACCESS System of Care, Rochester, NY Mario Hernandez, Professor, Department of Child and Family Studies, University of South Florida Sharon Hodges, Research Assistant Professor, Department of Child and Family Studies, University of South Florida Jody Levison-Johnson, Co-Principal Investigator/TA Coordinator, ACCESS System of Care, Rochester, NY Brittany Couch, Youth & Social Marketing Coordinator, Oklahoma Systems of Care, Oklahoma City, OK 1

Meet the Presenters! Bruce Strahl Debbie Bartlett Mario Hernandez Sharon Hodges Jody Levison-Johnson Brittany Couch

System of Care Start-up Webinar Series 3 Benefits of Planning  Plans and the planning process are business tools that assist groups in reaching their goals and organizing their work for optimum effectiveness and efficiency. A by-product of the planning process is increased buy-in to the plans and improved communication.  Anything as complex as transformation needs a plan and the plan captures the strategies (steps) to get you from here (where you are today) to there (where you want to be in the future = vision). 3

System of Care Start-up Webinar Series 4 Benefits of Planning (Continued)  The dynamics, team work, agreements, discussions, and collective knowledge sharing that take place during the planning process are powerful and sometimes can be said to be more important than the plan itself.  A completed plan serves as a communication device, and a selling, marketing and advocacy tool, as well as an orientation document. 4

System of Care Start-up Webinar Series Guidance for Applicants (GFA)  System Development Schedule (p. 12)  First Year Activities Develop a logic model of the system of care Develop a strategic plan for implementation of the system of care The strategic plan should include a technical assistance plan The plan must also address:  Social marketing needs  Local level evaluation  State level transformation  Sustainability strategies 5

System of Care Start-up Webinar Series Guidance for Applicants (GFA) (Continued)  Other Possible System Wide Plans: Service delivery Cultural and linguistic competence plan Family and youth involvement plan Strengthening the collaboration NOTE: Infrastructure development and complex transformation requires a variety of plans  The Challenge Becomes How to Manage Multiple Plans 6

System of Care Start-up Webinar Series 7 Strategic Plan: Your Master Plan that Encompasses All Other Plans or Goals  Strategic Plan (Example) Goal 1: Family and Youth Involvement Goal 2: Infrastructure Development and Strengthening the Collaboration Goal 3: Service Delivery Goal 4: State Level Transformation Goal 5: Local Level Evaluation Goal 6: Social Marketing Goal 7: Sustainability Goal 8: Cultural and Linguistic Competence Goal 9: Technical Assistance Plan 7

System of Care Start-up Webinar Series 8 The Strategic Planning Process Starts with your local ideas from your system of care, then using the logic model as a tool, helps you create the major components used for your strategic plan  Vision  Mission  Population  Definition  Local Context  Strategies  Outcomes  Evaluation 8

System of Care Start-up Webinar Series 9 Strategic Planning Process (Continued) Once the logic model process is complete, the strategic planning continues by identifying:  Work groups for each goal  Specific actions for goals  Dates for completion of actions  Responsible person for each action 9

System of Care Start-up Webinar Series 10 Strategies for Involving Families in Planning  Providing special orientation and training and ongoing assistance; consulting with parents before meetings.  Having more than token representation.  Contracting with community-based and parent organizations to develop/sustain process.  Working through parent organizations.  Asking agencies that work with families to recommend parents to participate in planning.  Paying stipends, transportation, child care.  Holding planning meetings in the evenings or on weekends and in locations such as schools.  Conducting surveys to elicit views of many parents. 10

System of Care Start-up Webinar Series 11 Strategies for Involving Families in Planning (Continued)  Using parents who work regularly with other parents to conduct focus groups.  Working with family support groups to tap into informal networks.  Working with home visiting programs and health clinics to reach out to families.  Working with family preservation and family reunification programs.  Conducting sessions for planning group members with trained facilitators to explore attitudes about race, culture, and families.  Publicly acknowledging the contributions of families. 11

System of Care Start-up Webinar Series 12 Keeping the Plan Alive  The plan must move forward and be ever- changing  Rotating work groups present 4-minute updates in regular partnership meetings including information on: progress, next steps, obstacles, and who and what is needed from the larger group for barrier busting Back to the first step: logic model... 12

System of Care Start-up Webinar Series 13 Introduction to Logic Models  What is a logic model? A tool to identify your core ideas for system change A statement of what stakeholders believe will make a difference for children and families in your community A method for articulating your theory of change 13

System of Care Start-up Webinar Series 14 Core Components of a Logic Model Theory of Change: The underlying assumptions and strategies that guide local system of care development and are believed by local planners/builders to be critical to producing changes in available service/supports that are expected to lead to improvements for children and their families. Logic Model Framework for System of Care Development Mission: Local population of children and youth: Local Context What are the strengths and challenges of the existing system as they relate to serving local children and families? Strategies What strategies will be put into place to accomplish the intended goals and outcomes? Outcomes What are the goals and outcomes of this system development effort? Evaluation and other feedback mechanisms to support decision-making. 14

System of Care Start-up Webinar Series 15 Benefits of Having a Logic Model  Guides planning and implementation efforts  Fosters collaboration and shared understanding of goals and strategies  Supports use of evaluation to support data-driven decision-making 15

System of Care Start-up Webinar Series 16 How to Get Started  Identify a core workgroup of committed system stakeholders 6-8 people Must have authority and responsibility within system and grant  Use logic model development resources and seek additional assistance if needed 16

System of Care Start-up Webinar Series 17 How to Get Started (Continued)  Review purpose of grant and clarify what system development efforts are intended to accomplish Use grant proposal as baseline for logic model development  Clarify the values, principles, and goals that stakeholders bring to the system change effort 17

System of Care Start-up Webinar Series 18 Youth Involvement In Logic Models  Engaging youth for the process  Youth are full partners in the development of the logic model  Delivering the final product  Youth are valuable resources in the marketing of the logic model to the community when they have been full partners in the design 18

System of Care Start-up Webinar Series 19 Keys to Success  Use your logic model process as a core planning tool  Use your theory of change (your broadest statement of system change) to guide all levels of your planning and implementation  Use evaluation information to track your progress toward your goals 19

System of Care Start-up Webinar Series 20 Logic Model Resources  Download the Monograph, Crafting Logic Models for Systems of Care: Ideas Into Action and View Featured Logic Models at  Jody Levison-Johnson, LCSW Director, Child & Family Service Quality & System Development Coordinated Care Services, Inc. and Co-Principal Investigator/Technical Assistance Coordinator, Monroe County ACCESS  Contact your Regional Technical Assistance Coordinator or Mario and Sharon directly for assistance with your community’s logic model Sharon Hodges: Mario Hernandez:  Logic Model Development Guide, W.K. Kellogg Foundation, (click evaluation resources) 20

System of Care Start-up Webinar Series 21 Sustainability  Sustainability results from developing a strategic plan for maintaining the key elements that make an initiative successful and generate positive outcomes. Sustainability inevitably requires identifying and accessing adequate funding streams, and also requires an array of other resources: political, technical and administrative. Sustainability planning should be done throughout the life of an initiative and will work best when it is used and reviewed on a periodic and continuing basis. 21

System of Care Start-up Webinar Series 22 Sustainability  We Often Think Sustainability is About Money: Where will we get the replacement money? 22

System of Care Start-up Webinar Series 23 General Strategies Rated Most Effective for Sustainability  Cultivating strong interagency relationships  Involving stakeholders  Establishing a strong family organization  Creating an ongoing focal point for managing SOC  Using evaluation results  Making policy/regulatory changes for managing SOC  Infusing the SOC approach into broader system 23 Results from an ORC Macro survey given to 22 graduated communities and 9 communities in final year of funding.

System of Care Start-up Webinar Series 24 Evaluation, Social Marketing, Youth, and Families Are Essential to Sustainability  Data from evaluation is proof your system is effective  Families and youth provide the emotion of the positive effects your system has had on their lives  Social marketing drives your message and tells your story to different target audiences in ways they can hear the information 24

System of Care Start-up Webinar Series 25 Social Marketing is a Tool to Drive Your Sustainability Efforts  Phase I - selling SOC principles and practices to partners, including families and youth, to draw them into the collaborative process.  Phase II - communicating service provision and access to the system for families.  Phase III – using your results to convince policy- makers and the community-at-large of the SOC power. This often carries an anti-stigma message to the community.  Phase IV - convincing and capturing funding streams and an array of resources. 25

System of Care Start-up Webinar Series 26 Webinar: Logic Model, Strategic and Sustainability Planning  Bruce Strahl ;  Debbie Bartlett ;  Mario Hernandez ;  Sharon Hodges ;  Jody Levison-Johnson ;  Brittany Couch ; 26