Capturing and Using Outcome Based Results to Expand Educational Programming Jason Johnson

“Clear ideas about what you plan to do and why – as well as an organized approach to capturing, documenting, and disseminating program results – enhance the case for investment in your program.” WK Kellogg Foundation, Evaluation Handbook

The Emphasis on Outcome Based Planning and Evaluation “Not how many worms the bird feeds its young, but how well the fledgling flies” United Way of America, 2002 Over 700,000 active charities in the United States DOLLARS JOBS ECONOMIC IMPACT ROI

A Logic Model is a roadmap of your program highlighting how it is expected to work.

USDA Example

Basic Elements of A Logic Model Money Staff Equipment Supplies Mentoring Training Education Counseling Advocacy Skill building activities Hours of service delivered Number of participants served Number of referrals to behavioral health resources Number of classes taught Increased knowledge Changes in attitudes and values Improved skills Modified behaviors Improved conditions Improved quality of life InputsServicesOutputsOutcomes

PROCESS FLOW CHART Your Planned Work Your Intended Results Resources & Inputs ActivitiesOutputs OutcomesImpact What your program does. What changes you hope to achieve

To know specific facts, terms, concepts, principles or theories To understand, interpret, compare, contrast, or explain To apply knowledge to new situations, to solve problems To identify the organization structure; to pull meaning from the parts, relations, and organizing principles To judge the quality of something based on its adequacy, value, logic, or use To create something, to integrate ideas into a solution, to propose an action plan, to formulate a new classification scheme Bloom’s Taxonomy of Learning

Relevant terminology, issues and/or concepts Assess current situation and potential alternatives Differentiate between alternatives and set goals for a selected course of action Create plans or compile and organize information needed to initiate action Take action to resolve open issues and Improve conditions or quality of life OUTCOME HIERARCHY Of Participant Action

SMART OUTCOMES Outcomes and Impacts should be SMART: Specific Measurable Action-oriented Realistic Timed IMPLEMENT DECIDE DEVELOP EVALUATE UNDERSTAND

Production Risk Price or Market Risk Financial Risk Institutional / Legal Risk Human / Personnel Risk Economic Competitiveness Employment / Jobs Sustainable Practices Healthcare Issues Healthy Living / Child Obesity Natural Disasters Crisis of the Day OUTCOMES / Priority Topics

Beginning Farmers/Ranchers Legal Immigrant Farmers/Ranchers Underserved Audiences / Commodity Groups Retiring or Transitioning Farmers/Ranchers Producers pursing New Markets or Technologies Veterans and those returning from active service Priority Regions / States / Geographical Areas “At Risk” Populations PARTICIPANTS / Priority Areas

Those individuals, groups, entities, etc. that share a similar MISSION, VISION, or VALUES to provide the TARGET AUDIENCE with condition/status improving OUTCOMES. provide services that address the subject matter area find it advantageous to outsource the activities stand to benefit from condition improvements INPUTS / Partnerships

Estate and Transition Planning Workshop for Agricultural Producers

154 participants attended five Estate and Transition Planning Workshops; representing 357 family members, partners or shareholders who also had a working interest in the operation. The aggregated management tenure on the present farm/ranch by participants was 5,440 Years. Owned/Managed Acreage of attendees: 77,970 acres in 58 Texas counties as well as properties in Oklahoma, Iowa, and Colorado. 18% of Farms/Ranches in operation for less than 10 years; 24% operated for 11 to 29 years; 27% operated for 30 to 49 years; 31% had been in operation for over 50 years. Average age of attendee was 64.5 years of age with 4% under 44; 40% age 45 to 64; 36% age 65 to 74; and 20% over age 75. OUTPUTS Participants PRIOR TO ATTENDING THE WORKSHOP: 85% had created a Will. 63% had created Power of Attorney forms. 64% had completed Medical Directive documents.

Which resources are you most likely to use in developing or completing your plans? 81%Estate Plan Checklist 75%Trust/Will Review Checklist 66% Transition and Estate Planning Goals Prioritization 64%Estate Planning Questionnaire 56%Fair vs. Equitable Treatment of Heirs Exercise 46% Financial Emergency Preparedness Record Keeping File 45%Integrated Balance Sheet and Net Worth Worksheet 43%Farm Transfer Plans Worksheet 34%Retirement Income and Expenses Worksheet 33%Transition Plan Goals Clarification Worksheet 30%Succession Planning Self Assessment 29%Long Term Care Insurance Assessment Tool 22%IRA Plan Alternatives Summary 19%Life Insurance Needs Assessment Worksheet OUTPUTS Activities & Products

As a result of attending the workshop 98% indicated they are more familiar with estate planning terminology. 94% indicated they are more likely to communicate their estate plans with family. 89% indicated they know the actions needed to minimize their estate subject to probate. 98% indicated they understand who should be included in their estate planning team. 98% indicated they know what information they need to compile to discuss estate planning with their professional team. 78% indicated that they know if they face potential estate/gift tax concerns. In the next 6 months following the workshop: 73% indicated that they plan to visit with their attorney to revise/modify their Will as a result of what they learned at the workshop. 84% indicated that they plan to review their retirement income needs and the reliance on the farm/ranch to meet them. 54% indicated that they plan to review their (life, Health, Long-Term Care, etc.) insurance coverage. OUTCOMES

"I wish this material was available on a website. I could refer my customers to it when they begin planning their estate, retirement planning, and the transition. I'm an officer at a bank in the area and come in contact with individuals who need this information on a daily basis." Stephenville - Estate and Transition Planning for Agricultural Producers Workshop Participant Estate and Transition Planning Workshop for Agricultural Producers Always allow time and space for open-ended feedback from participants

“We collaborate with organizations to develop proposals that align with our strategic priorities and the organization’s focus and capabilities. This is an interactive process, building on the strengths of both organizations to shape a well-crafted grant that will achieve the intended results.”