1. BOOTCAMP SOCIAL INNOVATION ACCELERATOR TO CREATE LASTING CHANGE
POWERED BY SANTANDER
TO CREATE LASTING CHANGE

2. SUCCESSFUL MEASURING

3. Director, Strong Nonprofits, United Way of Metropolitan Dallas
Nissy New
Director, Strong Nonprofits, United Way of Metropolitan Dallas

4. CLIENT FLOW CHART

5. CLIENT FLOW
1. Indicate the conscious and unconscious services offered to clients Are there unintentional or intentional barriers preventing clients from accessing services?
Client Flow is a visual representation of how a client moves through your program.  Indicate the duration of the program from the perspective of the client as well as when key milestones occur.  If specific dates are associated with key activities such as enrollment, graduation/completion, volunteer recruitment, advocacy efforts, or other activities, please include them as well.  This visual client flow should align with program activities and help reinforce program activities. 
This is helpful for funders to not just understand how you are serving clients through specific activities, but to get the whole client experience

6. CLIENT FLOW Put yourself in the client shoes:
What’s the goal for each client that walks through your doors?
Do you have paths they follow based on their purpose for coming to you or their goals?
How does each client flow through those programs?
What/Where are their touchpoints? Who connects with them, staff wise? How many?
What services does each client receive at each touchpoint?
What information is collected at each touch point?

8. What is the entry point? How are clients recruited or identified for services?
Is there a hand-off to other services or even other agencies?

9. CLIENT FLOW CHART ACTIVITY
1. Review your Client Flow Chart (homework); are there gaps?
2. Make quick changes or edits
3. Share your Client Flow Chart with a neighbor for feedback. Preferably, work with an individual that serves a different population/different impact area for a fresh perspective.
4. Make updates and changes as necessary based on feedback.
5. Walk us all through your Client Flow Chart!

10. IMPACT

11. Why are Logic Models necessary?
LOGIC MODELS: PURPOSE
What is a Logic Model?
Visual representation of how the program transforms resources into action and action into impact
Why are Logic Models necessary?
Help to assess the program’s effectiveness and impact
Illustrate a client’s progress through the program
Developing a realistic picture of what the program can reasonably expect to accomplish over a set timeframe
NISSY
It is an “If – Then” sequence of changes that the program intends to set in motion through inputs, activities, and outputs.
A graphic representation of your program showing the intended relationships between investments and results.
Logic Models help to identify the key program components that must be tracked to assess the program’s effectiveness.
Logic Models illustrate the client’s progress through the program, and developing a realistic picture of what the program can expect to accomplish.
Logic Models provide the program description that guides the evaluation process
Helps the audience match evaluation to the program
Helps organizations to know what and when to measure

12. HOW TO READ A LOGIC MODEL
Nissy

13. Why is impact necessary?
What is impact?
The community level improvement eventually achieved by the program
7-10 years
Why is impact necessary?
Proof that your program does what it’s supposed to do
Increase accountability to donors and the community
Enhance marketing and fundraising messages
An improved image and greater visibility in the community

14. LOGIC MODEL Resources Activities Outputs Outcomes - Short
Outcomes - Long
Community Impact
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Environment
Social conditions
Economic conditions
Political conditions

15. ACTIVITY BREAK: IMPACT STATEMENT
Take a 10 minutes to develop an impact statement.
If you really got it right, what would it look like in 7-10 years?
Share your impact statement with your tablemates
10 mins
5 mins to report out

16. PARENT & CHILD OBESITY REDUCTION PROGRAM
Resources
Activities
Outputs
Outcomes - Short
Outcomes - Long
Community Impact
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Decreased risk for factors for chronic disease
Lower per capita spending on healthcare
There is nothing more important to first determining if there is product-market fit. Every other assumption will flow from here.

17. RESOURCES & ACTIVITIES

18. Why is identifying resources necessary?
What are resources?
Resources are everything needed to effectively run your program.
Why is identifying resources necessary?
Show the quality of the program; evidence based curriculum, skilled employees; research
Show external support; funders, partners and volunteers

19. Why are identifying activities necessary?
What is an activity?
ACTIVITIES
What is an activity?
Things that are done in the program; program activities
Why are identifying activities necessary?
Provides a clear understanding of the client experience
Informs the program evaluation plan; final goals are developed based on activities

20. LOGIC MODEL Resources Activities Outputs Outcomes - Short
Outcomes - Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Time
Money
Research
Technology
Staff
Volunteers
Materials
Partners
Facilities
Workshops
Case management
Assessments
Appointment
Trainings
Environment
Social conditions
Economic conditions
Political conditions

21. ACTIVITY BREAK: RESOURCES & ACTIVITIES
STEP 1: Take a 5 minutes to list the resources & activities needed to deliver your program:
What do you need to do to create the intended impact?
What do you have and what do you need to make this happen?
STEP 2: Share your findings with the group. As others present, think about what is missing on your own list.
5 mins
5 mins to report out

22. PARENT & CHILD OBESITY REDUCTION PROGRAM
Resources
Activities
Outputs
Outcomes - Short
Outcomes - Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Meeting Space
Qualified Staff
Program Materials
Funding
Community Support
Families
Recruitment of clients
Evaluation of clients
Health Education sessions
Physical Activity
Community Outreach
Decreased risk for factors for chronic disease
Lower per capita spending on healthcare

23. OUTPUTS

24. Why are outputs necessary?
What is an output?
Amount of product and/or service that is provided
Things that are done and the people that are reached. Outputs are things that can be counted
Why are outputs necessary?
Helps you see the amount of services generated from activities; 12 workshops, 15 units of services, 3 service hours per client
Quantifies program reach; 100 children received immunizations; 100 clients recruited; 85 clients participated
Nissy

25. LOGIC MODEL Resources Activities Outputs Outcomes - Short
Outcomes – Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that once
accomplished these
activities will produce
the following evidence
or service delivery:
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Time
Money
Research
Technology
Staff
Volunteers
Materials
Partners
Facilities
Workshops
Case management
Assessments
Appointment
Trainings
Participation rate
Recruitment rate
Client learning objectives
Environment
Social conditions
Economic conditions
Political conditions
Nissy

26. ACTIVITY BREAK: OUTPUTS
STEP 1: Take a 10 minutes to list the most important program outputs on your Logic Model.
What can you “count” when you successfully do the “activities” we just talked about?
How many do we serve and what do we provide them?
STEP 2: Share your findings with the group. As others present, think about what is missing on your own list.
NISSY
10 mins
5 minutes to report out

27. PARENT & CHILD OBESITY REDUCTION PROGRAM
Resources
Activities
Outputs
Outcomes - Short
Outcomes - Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that once
accomplished these
activities will produce
the following evidence
or service delivery:
We expect that if accomplished
these activities
will lead to the following
changes in 7–10 years:
Meeting Space
Qualified Staff
Program Materials
Funding
Community Support
Families
Recruitment of clients
Evaluation of clients
Health Education sessions
Physical Activity
Community Outreach
We will provide a minimum of 35,000 hours of interaction with clients over 3 years
3,400 individuals will receive the program over 3 years
Decreased risk for factors for chronic disease
Lower per capita spending on healthcare
NISSY

28. OUTCOMES – SHORT & LONG
Nissy

29. Why are outcomes necessary?
OUTCOMES - SHORT
What is an outcome?
Specific changes in program participants’ behavior, knowledge, skills, status and level of functioning
Short term outcomes are attainable within 1-3 year(s)
Long term outcomes are attainable within 4-6 years
Why are outcomes necessary?
Helps you see the results/change because of outputs
Answers the ‘so what’ question
NISSY

30. LOGIC MODEL Resources Activities Outputs Outcomes - Short
Outcomes - Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that once
accomplished these
activities will produce
the following evidence
or service delivery:
We expect that if accomplished
these activities
will lead to the following
changes in 1–3 Years:
changes in 4–6
Years:
changes in 7–10 years:
Time
Money
Research
Technology
Staff
Volunteers
Materials
Partners
Facilities
Workshops
Case management
Assessments
Appointment
Trainings
Participation rate
Recruitment rate
Client learning objectives
Awareness
Knowledge
Attitudes
Behavior
Practice
Decision making
Environment
Social conditions
Economic conditions
Political conditions
NISSY

31. ACTIVITY BREAK: OUTCOMES
STEP 1: Take a 10 minutes to list the most important short and long-term outcomes for your Logic Model.
What can you “count” when you successfully do the “activities” we just talked about?
How many do we serve and what do we provide them?
STEP 2: Share your findings with the group. As others present, think about what is missing on your own list.
NISSY
10 mins
5 minutes

32. PARENT & CHILD OBESITY REDUCTION PROGRAM
Resources
Activities
Outputs
Outcomes - Short
Outcomes - Long
Community Impact
In order to accomplish
our set of activities we
will need the following:
In order to address our
problem or asset we will
accomplish the following
Activities:
We expect that once
accomplished these
activities will produce
the following evidence
or service delivery:
We expect that if accomplished
these activities
will lead to the following
changes in 1–3 Years:
changes in 4–6
Years:
changes in 7–10 years:
Meeting Space
Qualified Staff
Program Materials
Funding
Community Support
Families
Recruitment of clients
Evaluation of clients
Health Education sessions
Physical Activity
Community Outreach
We will provide a minimum of 35,000 hours of interaction with clients over 3 years
3,400 individuals will receive the program over 3 years
50% (215) of children will increase the number of days they are physically active
70% (230) of parents will decrease their unhealthy BMI or maintain a healthy BMI between Week 2 and Week 8 follow up
50% of children will have maintained a physically active lifestyle
50% of parents will have maintained a lower BMI
Decreased risk for factors for chronic disease
Lower per capita spending on healthcare
NISSY

33. QUESTIONS?