1. RBA Results-Based Accountability The Fiscal Policy Studies Institute www.raguide.org www.resultsaccountability.com Book - DVD Orders amazon.com resultsleadership.org TM MASTER CLASS

2. PURPOSES of a Master Class 1. LEARN NEW STUFF 2. MEET NEW PEOPLE 3. SHARE WHAT YOU'VE LEARNED 4. ASK QUESTIONS IN A SAFE ENVIRONMENT

3. Another View of the Agenda o RBA Review o Choosing Performance Measures o Next Generation Contracting o LUNCH o Self Assessment Questionnaire o How do we…? Questions Round 2 o Next Steps – Community of Practice o How do we…? Questions Round 1 o How to embed RBA in strategic planning

4. RBA REVIEW

5. 3 - kinds of performance measures. How much did we do? How well did we do it? Is anyone better off? RBA in a Nutshell 2 – 3 - 7 2 - kinds of accountability Population accountability Performance accountability 7 - questions from ends to means in less than an hour. plus language discipline Results & Indicators Performance measures Baselines & Turning the Curve

6. Self Assessment Questionnaire Write score anonymously on cards.

8. Two lessons One Question Put your score (anonymously) on a card and hand it in. We'll show you a distribution of scores later.

9. How to choose Performance Measures

10. How much did we do? Performance Accountability Types of Measures found in each Quadrant How well did we do it? Is anyone better off? # Clients/customers served # Activities (by type of activity) % Common measures e.g. client staff ratio, workload ratio, staff turnover rate, staff morale, % staff fully trained, % clients seen in their own language, worker safety, unit cost % Skills / Knowledge (e.g. parenting skills) # % Attitude / Opinion (e.g. toward drugs) # % Behavior (e.g.school attendance) # % Circumstance (e.g. working, in stable housing) # % Activity-specific measures e.g. % timely, % clients completing activity, % correct and complete, % meeting standard Point in Time vs. 2 Point Comparison # %

11. How much did we do? Service: __________________________________ How well did we do it? Is anyone better off? Primary customers # studentspatients persons trained Primary activity # hours of instruction diagnostic testsjob coursesalarms responded to If your service works really well, how are your customer's better off? # students who graduate patients who fully recover fires kept to room of origin % Unit cost Workload ratio % of ___x___ that happen on time persons who get jobs School HospitalJob Training Fire Department

12. How much did we do? Choosing Headline Measures and the Data Development Agenda How well did we do it? Is anyone better off? Quantity Quality Effect Effort # Measure 1 ---------------------------- # Measure 2 ---------------------------- # Measure 3 ---------------------------- # Measure 4 ---------------------------- # Measure 5 ---------------------------- # Measure 6 ---------------------------- # Measure 7 ---------------------------- #1 Headline #2 Headline #3 Headline #1 DDA #2 DDA #3 DDA % Measure 8 ---------------------------- % Measure 9 ----------------------------- % Measure 10 --------------------------- % Measure 11 --------------------------- % Measure 12 --------------------------- % Measure 13 --------------------------- % Measure 14 --------------------------- # Measure 15 ---------------------------- # Measure 16 ---------------------------- # Measure 17 ---------------------------- # Measure 18 ---------------------------- # Measure 19 ---------------------------- # Measure 20 ---------------------------- # Measure 21 ---------------------------- % Measure 15 ---------------------------- % Measure 16 ---------------------------- % Measure 17 ---------------------------- % Measure 18 ---------------------------- % Measure 19 ---------------------------- % Measure 20 ---------------------------- % Measure 21 ----------------------------

13. Select 3 to 5 Performance Measures ACROSS THE BOTTOM OF THE ORG CHART 3 - 5

14. PERFORMANCE 20-MINUTE EXERCISE If we have time:

15. 2 customers 1 measure Discuss how we’re doing 2 partners 2 what works ideas (1 nc/lc) Discuss how to implement 20 Minute Exercise 40

16. Next Generation Contracting 1. Pick one (or more) provisions 2. Discuss how it should be implemented 3. LESSONS & QUESTIONS

17. Next Generation Contracting Contract Provisions Provision 1. Specify the 3 to 5 most important performance measures (from the How well did we do it? and Is anyone better off? categories). Provision 2. Specify that the contractor will use a continuous improvement process (the RBA 7 Questions). Provision 3. Specify how the funder and contractor will work in partnership to maximize LR customer results (quarterly meetings using the 7 questions as the agenda). Provision 4. Specify that the funder will work with the funding community to simplify and standardize contracting and performance reporting.

18. Provision 5: : Clear articulation of role in population/community well-being using the language of contribution not attribution. Provision 6: 10% for quality management and administration. Provision 7: Multi-year funding using 3 year rolling contracts Provision 8: Use of targets that are fair and useful. Provision 9: Fund flexibility and virtual funding pool: transfer of up to 10% across line items and program lines. Provision 10: Request for Results: Getting past the sometimes negative effects of competitive RFP contracting or tendering. Next Generation Contracting Contract Provisions

19. A (very) BRIEF DISCUSSION OF RESULTS-BASED BUDGETING

20. RESULTS BASED BUDGETING Do we need it? Is it working? POPULATION ACCOUNTABILITY PERFORMANCE ACCOUNTABILITY

21. THE VERMONT ACCOUNTABILITY COMPACT - Read the Compact - Would you sign an AU or NZ version of this? - How would you change it? - Do you think it would help?

24. LESSONS & QUESTIONS

25. NEXT STEPS 1. One thing I can do with what I learned today? 2. How do we continue to build the Vermont and Worldwide Community of Practice

26. THANK YOU ! Book - DVD Orders amazon.com resultsleadership.org

28. How to embed RBA into Strategic Planning

32. Strategic Planning Questions 1. What outcome do you most directly contribute to? 2. What is the role of your agency in VT quality of life? 3. Do you think you could do a better job fulfilling this role? 4. Are there other roles you should consider? 5. What does this tell you about the direction your agency should take in the next 3 to 5 to 10 years?

33. Every time you present your program, Use a two-part approach. Result: to which you contribute to most directly. Indicators: Story: Partners: What would it take?: Your Role: as part of a larger strategy. Population Accountability Program: Performance measures: Story: Partners: Action plan to get better: Performance Accountability Your Role

34. Result: to which you contribute to most directly. Indicators: Story: Partners: What would it take?: Your Role: within the larger strategy. Population Accountability Program: Performance measures: Story: Partners: Action plan to get better: Performance Accountability Your Role Every time you present your program, Use a two-part approach.

35. Every time you present your program, Use a two-part approach. Result: to which you contribute to most directly. Indicators: Story: Partners: What would it take?: Your Role: as part of a larger strategy. Population Accountability Program: Performance measures: Story: Partners: Action plan to get better: Performance Accountability Your Role Shortcut