Getting Public Agencies Started on Fund Mapping evidence2success Strategic Financing

1 INTRODUCTIONS & OVERVIEW

2 Participants will achieve the following: Understand what fund mapping is Consider how fund-map data can be used to inform their work and the development of a collaborative financing plan Provide input on the parameters that will guide collection of fund-map data Identify next steps and a timeline for collecting fundmap data Objectives

Community board Strategic use of data Comprehensive financing strategies Tested, effective programs Performance measures 3 ~20 members Systems Neighbor- hood Community YES data Admin data Map funds Align investment priorities Fidelity Monitoring CQI Dashboard Program-level Pop.-level The Evidence2Success Framework

Our Work to Date

5 WHAT IS FUND MAPPING & HOW CAN IT HELP US?

6 Investing Smarter for Greater Returns Investing in what we know works Investing efficiently – in services that provide the most benefit per dollar spent Coordinating investments in shared priorities Reducing remedial spending by investing on front end Leveraging new public and private dollars to scale and sustain programs and infrastructure Think About … The budgeting process in your agency What drives decision making about how dollars are invested? What are the limitations that make it hard to invest smarter? What works well in the process?

A process of gathering and analyzing budget and program data to understand how investments align with priorities. Brings together program, budget and administrative data to help leaders look critically at current investments Collaborative developed by multiple public agencies Can aggregate info across agencies to focus on key populations, programmatic or outcome areas Specific parameters tailored to local priorities and data capacity What is Fund Mapping? 7

Developing a Strategic Financing Plan Community partnership identifies priority programs and needed supporting infrastructure based on assessment data. 1. What are your financing goals? Finance workgroup develops cost estimates for implementing programs and supporting infrastructure. 2. What financial resources do you need to implement those goals? Finance lead coordinates development of fund- map information and partners review fund-map data for opportunities for redirection. 3. What resources do you have? Finance workgroup identifies financing strategies to support implementation with input from E2S partnership 4. What financing strategies will you implement? Finance workgroup develops work plan 5. How will you implement financing strategies?

Fund Mapping Tool What resources do you have? Web-based tool with data templates for public agencies –School system –Public health –Child welfare –Juvenile Justice –City/County –Mental health/substance abuse

Fund Mapping Tool What resources do you have? Data templates for all public agencies collect three main categories of data 1) Key agency expenditures –Aligned with E2S outcomes –Deep-end spending –Prevention spending 2) Community-based contract spending 3) Investments in Blueprints programs

Fund Mapping Tool What resources do you have? Built-in analytics to easily run individual agency or cross- agency analyses of expenditures by: –outcome area –level of intervention –program area –evidence-based programs

12 How the Fund-Mapping Process Works R&PF Finance Lead Provides Fund-Map Link to Each Agency Agencies Enter Spending and Program Data Finance Lead Can Easily Run Analyses of Cross-Agency Spending

13 Fund Mapping Helps Individual Agencies Review Investments … R&PF Individual Agency What am I spending per participant on contracted programs and services? What do I know about how effective services are? How much am I spending on prevention versus remediation? What are the range of investments I am making in one outcome area? One program area? Individual Agency analysis: Can help leaders invest smarter within their agencies Identify opportunities for redirection toward shared priorities

14 Fund Mapping Provides Foundation for Collaborative Financing Plan… R&PF Partner Agency Review for Redirection Opportunities

Understanding Fund Mapping: Key Points What resources do you have? The tool asks for aggregate participant and spending data Each agency will only have access to their own agency data The finance lead will have access to all data entered We can continue to enter data in future years and generate trend data We will reconvene after the initial data collection and analysis to consider ongoing use of tool

Fund-Mapping Tool What resources do you have? Questions? Online Tool Demo

17 PLANNING FOR HOW WE MOVE FORWARD ON FUND MAPPING

18 Review your agency homework handout As you review the sample analyses consider: –How could we use this data in our agency? –Which analyses seem most useful/of greatest interest? As you review the data fields, consider: –Who in your agency would be the right person to coordinate collection of data? Planning for Fund Mapping

19 Proposed Timeline for Completing Fund Mapping Step 1 Design Fund Map Identify and orient agency leads Month 1 Step 2 Collect Fund Map Data Tailor templates and enter data Months Step 3 Analyze and Report Fund Map Data Analyze data, hold agency meetings & convene finance workgroup Months Step 4: Plan for Ongoing Data Collection Reconvene this group to share lessons learned and develop plan for ongoing data collection Month 7

20 Identify an individual who will act as lead for fund mapping and send contact information to Evidence2Success (within 1 week) Have the person you identify as the lead or others within your agency work on the homework handout and plan to bring the completed version to the training Identify who from your management team and staff you would want to attend the meeting to share the fund map analyses and coordinate with Evidence2Success to get that meeting on the calendar Your Charge