1. Improving Results-Based Management in Grants to States: Transitioning to Virtual Collaboration Training Presentation by Matthew Birnbaum, PhD., IMLS Evaluation Officer May 2011

2. Overview of Presentation What are we going to be doing? Why are we doing this? Who is responsible for what? How are we going to do this? When are we doing this? Where are we headed? 2

3. What Are We Going to Be Doing? We are focusing for the rest of the spring and summer on the first phase of reform – - logic mapping. We are going to create a series of “logic maps”. –The maps will describe what types of results we can expect to accomplish over different time intervals. –There will be one logic map for each of six priorities in the new IMLS legislation. These logic maps will be transformed into a formal master document for guiding subsequent efforts at reforming results- based management protocols in the Grants to States program over the next five years. 3

4. Why are We Doing This? 1.The public needs effective library services to improve their quality of life. 2.Results-based management (RBM) improves our ability to tell more compelling stories about the the benefits that the public receives from effective library services. 3.RBM provides a way to better demonstrate accountability to policy makers by better informing them on results benefitting the public from effective library services. 4.RBM helps libraries improve effectiveness in setting and implementing policies and programs through continued learning and adapting from results discovered about services offered to the public. 4

5. Who is Responsible for What? The State Library Administrative Agency partners are primarily responsible for producing the content. IMLS staff are primarily responsible for facilitating the process. Additional experts may be brought in at different points to increase the quality and usefulness of the effort through peer reviews. 5

6. How Are We Going to Do This? We unfortunately can no longer afford to meet face-to-face as we did in March at the Baltimore conference. We will instead move to using the power of information and telecommunications technologies in collaborating virtually through: –Webinars –The “Measuring Success” wiki 6

7. Measuring Success Wiki The Measuring Success Wiki will be the principal mode of interaction for developing the results-based management plan. This wiki is organized to enable working groups to develop logic maps, objectives and metrics for addressing each of the priorities virtually during the planning process. The Wiki is intended to be an ongoing virtual community for encouraging the sharing of knowledge between IMLS and SLAAs and among the SLAAs themselves. See: http://imlsmeasuringsuccess.wikispaces.com.http://imlsmeasuringsuccess.wikispaces.com For more questions about this wiki, contact Kim Okahara at kokahara@imls.gov. kokahara@imls.gov 7

8. When Are We Going to Be Doing This? Phase I (Logic Mapping/Planning) – March 2011 – October 2011: Process begun at the LSTA Conference in Baltimore on March 14. Bi-monthly webinars for each working group from May through July to develop initial logic maps. August webinars for each working group to review translation of logic map into planning document End of September interaction (TBD) to finalize planning document. The six working groups end. Wiki will be up and active throughout this entire period. Subsequent, Overlapping Phases: Phase 2 – Piloting (August 2011 – September 2012) Phase 3 – Transition to Full-Scale RBM (March 2012-March 2013) 8

9. Timeline for Logic Mapping and and RBM Planning Document May-June: “Concept Mapping” (aka “Backward Logic Mapping”) –Priorities  Opportunities/Obstacles  Contributing Factors  Strategies –Refining what was initiated at Baltimore conference in Baltimore June- July: “Results Chains” (aka “Forward Logic Mapping”) –Strategies/Actions  Initial Results  Opportunity Captures/Threat Reductions  Long-Term Results  Priority Results July - August: Milestones (aka “Targets”) and Metrics (Statistical and Qualitative) August-September: RBM Planning Document 9

10. Where Are We Headed? Powerpoint slides from presentations in March, April and today are available at: Emails went out on May X announcing the schedules for the webinars for individuals who volunteered to participate in one of the working groups around the six priorities. More information about the Measuring Success wiki will be sent out by email on May Y. Training on using the Measuring Success wiki will happen on ZZZ. The first webinars will happen on WWW. We will return to refining and completing the logic maps that were begun at the March conference. 10