The Project Plan and Performance Measures Tutorial #3 for AmeriCorps*VISTA

This tutorial will cover: 1. Performance Measurement Requirements 2. Completing the Project Plan 3. Performance Measurement Enhancements: IndicatorsIndicators TargetsTargets InstrumentsInstruments 4. Additional Resources

This tutorial will cover: 1. Performance Measurement Requirements 2. Completing the Project Plan 3. Performance Measurement Enhancements: IndicatorsIndicators TargetsTargets

This tutorial will cover: 1. Performance Measurement Requirements 2. Completing the Project Plan 3. Performance Measurement Enhancements: IndicatorsIndicators TargetsTargets InstrumentsInstruments

This tutorial will cover: 1. Performance Measurement Requirements 2. Completing the Project Plan 3. Performance Measurement Enhancements: IndicatorsIndicators TargetsTargets InstrumentsInstruments 4. Additional Resources

Performance Measurement Requirements

One project plan containing one or more goals One project plan containing one or more goals

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes Label 3-5 of these results as performance measures Label 3-5 of these results as performance measures

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes Label 3-5 of these results as performance measures Label 3-5 of these results as performance measures - -One Output

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes Label 3-5 of these results as performance measures Label 3-5 of these results as performance measures - -One Output - -One Intermediate Outcome

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes Label 3-5 of these results as performance measures Label 3-5 of these results as performance measures - -One Output - -One Intermediate Outcome - -One End Outcome

Performance Measurement Requirements One project plan containing one or more goals One project plan containing one or more goals Identify activities and results for each goal Identify activities and results for each goal Results are written as outputs, intermediate outcomes, or end outcomes Results are written as outputs, intermediate outcomes, or end outcomes Label 3-5 of these results as performance measures Label 3-5 of these results as performance measures –One Output –One Intermediate Outcome –One End Outcome Identify indicators, targets, and instruments for each performance measure Identify indicators, targets, and instruments for each performance measure

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 2 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 3 Etc.

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 2 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 3 Etc.

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 2 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 3 Etc.

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 2 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 3 Etc.

Multi-Year Goals, Annual Activities and Results Activities and results may vary from one year to the next. Activities and results may vary from one year to the next. Each year the project builds on the previous years activities and results. Each year the project builds on the previous years activities and results. Goals can be multi-year. Goals can be multi-year. Only list activities and results for current year. Only list activities and results for current year.

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 2 Activities Results Outputs Intermediate Outcomes End Outcomes GOAL 3 Etc.

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 GOAL 2 Activities Results Output Performance Measure Indicator Target Instrument Intermediate Outcome Performance Measure Indicator Target Instrument End Outcome Performance Measure Indicator Target Instrument

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 GOAL 2 Activities Results Output Performance Measure Indicator Target Instrument Intermediate Outcome Performance Measure Indicator Target Instrument End Outcome Performance Measure Indicator Target Instrument

AmeriCorps*VISTA Project Plan Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL 1 GOAL 2 Activities Results Output Performance Measure Indicator Target Instrument Intermediate Outcome Performance Measure Indicator Target Instrument End Outcome Performance Measure Indicator Target Instrument

What is an Indicator? Information you collect to determine progress toward achieving results Information you collect to determine progress toward achieving results Concrete and measurable Concrete and measurable Answers the question, What is my that something has occurred? Answers the question, What is my evidence that something has occurred? Output indicator usually begins with Number of... Output indicator usually begins with Number of... Outcome indicator usually begins with Percent of... Outcome indicator usually begins with Percent of...

What is a Target? Describes amount of change you anticipate achieving each year due to efforts of VISTA members. Describes amount of change you anticipate achieving each year due to efforts of VISTA members. Based on indicator – specific, measurable amount of change that will signify Based on indicator – specific, measurable amount of change that will signify success Outcome Target: Outcome Target: – will experience change? –Who will experience change? – people will experience change? –How many people will experience change? – change will occur (compared to baseline)? –How much change will occur (compared to baseline)? –Over will change occur (one year)? –Over what time period will change occur (one year)?

Advice about Targets Consider available VISTA members and other resources Consider available VISTA members and other resources Consider community context Consider community context First year targets may be educated guesses First year targets may be educated guesses Be prepared to adjust targets based on experience Be prepared to adjust targets based on experience Be realistic Be realistic

What is an Instrument? Document or form used to collect information from data source Document or form used to collect information from data source Data source: Person, place or group that provides you with information to measure indicators Data source: Person, place or group that provides you with information to measure indicators Examples: Attendance rosters, tally sheets, questionnaires, checklists Examples: Attendance rosters, tally sheets, questionnaires, checklists Adapt existing instruments or develop your own Adapt existing instruments or develop your own

Advice about Instruments Make sure instrument will measure indicators Make sure instrument will measure indicators Consider who will administer instrument Consider who will administer instrument Consider who will complete instrument Consider who will complete instrument Consider when to administer instrument Consider when to administer instrument Consider data accessibility Consider data accessibility

Project Plan: Goal Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will train agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems (i.e., job descriptions, screening, training curriculum) are developed. 2.Agency personnel are trained in new systems developed by VISTA members. Intermediate Outcome: Agency personnel demonstrate knowledge and skills to use new systems. End Outcome: trained agency personnel members pilot the new mentor recruitment systems.

Project Plan: Activities Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems (i.e., job descriptions, screening, training curriculum) are developed. 2.Agency personnel are trained in new systems developed by VISTA members. Intermediate Outcome: Agency personnel demonstrate knowledge and skills to use new systems. End Outcome: trained agency personnel members pilot the new mentor recruitment systems.

Project Plan: Results Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel are trained in new systems developed. Intermediate Outcome: Agency personnel demonstrate knowledge and skills to use new systems. End Outcome: trained agency personnel members pilot the new mentor recruitment systems.

Project Plan: Results Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation to new systems. Intermediate Outcome: Agency personnel demonstrate knowledge and skills to use new systems. End Outcome: trained agency personnel members pilot the new mentor recruitment systems.

Project Plan: Results Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems. Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: trained agency personnel members pilot the new mentor recruitment systems.

Project Plan: Results Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems. Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems.

Project Plan: Dates Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL: During the three-year project, improve quality of existing mentoring program by developing and implementing a new system to recruit, train and support volunteer mentors. ACTIVITIES (Year 1): Two VISTA members will develop components of new volunteer recruitment system, including position descriptions for volunteer mentors, procedures for screening volunteer mentors, and training curriculum for new volunteer mentors. In addition, the VISTA members will orient agency personnel in the new systems and procedures. RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems. Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems. Performance Measure Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicators: # agency personnel oriented Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who can recruit, screen, and train mentors using new systems End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who can recruit, screen, and train mentors using new systems Target: 5 personnel can recruit, screen and train mentors End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Instrument: Year-end Agency Interview Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Instrument: Year-end Agency Interview Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Instrument: Year-end Agency Interview Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Instrument: Year-end Agency Interview Qtr 1–3 Qtr 4

Project Plan: Performance Measures Column A Goals, Activities, and Results Column B Date(s) Column C Project Reporting GOAL ACTIVITIES (Year 1) RESULTS (Year 1) Outputs: 1.Volunteer mentor recruitment systems are developed. 2.Agency personnel receive orientation in new systems Performance Measure Indicator: # agency personnel oriented Target: 2 F/T and 4 P/T agency personnel oriented Instrument: Orientation Log Intermediate Outcome: Agency personnel understand how to use new systems. Performance Measure Indicator: # personnel who correctly identify staff roles and who can find info in new database Target: 5 personnel can recruit, screen and train mentors Instrument: Mentoring System User Checklist End Outcome: Agency personnel use new systems. Performance Measure Indicator: # agency personnel using # new systems Target: Four agency personnel, two systems Instrument: Year-end Agency Interview Qtr 1–3 Qtr 4

Additional Resources: Contact your CNCS State Office Contact Project STAR Performance Measurement Toolkit Project Plan Checklist