Working Families Success Network
November 7, 2013


How can we help the staff in our centers
experience data as a useful resource, not just
an administrative burden?
What are some of the practical strategies
centers are using to address the challenges of
creating a “data-driven culture”?
But first…..a short video!

Dean Johns, Dept. Dir. for Financial Foundations-
John H. Boner Community Center (Indianapolis)
◦ djohns@jhbcc.org

Ena Yasuhara Li, Director, SparkPoint Network -
United Way of the Bay Area (San Francisco)
◦ eyasuhara@uwba.org

Marty Miles, Consulting Associate – Corporation for
a Skilled Workforce (Moderator)
◦ mmilesconsulting@gmail.com
A SparkPoint Center integrates best-inclass services provided by multiple
organizations in order to create
financial stability for low- and
moderate-income clients.



CWF model implemented Oct. 2008
3 Core Services Already Being Offered
All Were New to the Model
Our Staff

1 Case Manager / Income Supports Counselor
3 Financial Coaches (1Asset Devt. Coord. /2 Financial

3 Employment Core Staff (1 Employment Specialist / 1

1 Data Quality Manager

Coaches)
Network Job Developer)
1.
2.
3.
4.
Connect with staff’s passion for serving client
needs
“Make the time” regularly for data entry
Create user-friendly reports to manage work and
understand performance trends
Build buy-in and energy with cross-staff input,
internal “champions” and external “experts”

SparkPoint Client Progress Report



Define Core Outcomes
Design Bundling Strategies to Specifically Impact
Outcomes
Develop a Staff and Customer Tracking Tool that
Highlights Customers’ Financial Baselines,
Progress, and Staff Efforts Related to Specific
Customers
John H. Boner
Community Center
Case Conference Tool

Make Data Relevant to Those Responsible for
It

Build a Process

Create Reports for Multiple Audiences

Build Data Entry into the Appointment
Schedule

Data Entry Fridays (or Data & Donuts Days)

Getting as much data up front as possible

Weekly reports, to keep the data load manageable
and catch issues quickly
SparkPoint Sample Weekly Report
Staff
ID
Name
Point of
Service
Name
Point of Contact Date of Time Date of
Service Location/ Contact Spent
Next
Value
Method
Contact
Notes
Staff name 22532
xxxxxx
Obtain Actively Phone 10/24/
Employm searching (services 2013
ent
and
provided
applying over the
for jobs phone)
10
10/28/
2013
xxxxxx
Staff name 22600
xxxxxx
Obtain Preparing SparkPoi 10/18/
Employm
job
nt Center 2013
ent
search
tools
15
11/1/
2013
Staff name 22704
xxxxxx
General
Engagem
ent and
Administ
ration
Staff name 23173
xxxxxx
Obtain Addressi Phone 10/21/
Employm
ng
(services 2013
ent
barriers provided
to
over the
employm phone)
ent
No
Email
10/21/
(services 2013
provided
via email)
Welcome Baseline Follow- Clarifying
Form
Assessup
Questions
ment
Assess- /Comment
ment
3/11/
2013
3/11/
2013
9/16/
2013
xxxxxx
3/15/
2013
3/15/
2013
8/22/
2013
5
xxxxxx
3/20/
2013
3/25/
2013
30
xxxxxx
4/9/
2013
4/9/
2013
10/22/
2013
SparkPoint Example:
Follow-up assessments are the only way we can
track progress from the baseline.
But we aren't collecting enough follow-up
assessments.
Why? How can we resolve this?
Site #1 Retention Report
90
# of People Who Became Clients in FY12
80
# of People Who Returned for an Effort in FY13
70
60
218
50
40
30
20
67
10
0
FY12Q1
FY12Q2
FY12Q3
# Clients Served
FY12Q4
FY13Q1
FY13Q2
FY13Q3
# Clients Served w/ follow-up
180
Site #2 Retention Report
160
140
# of People Who Became Clients in FY 12
# of People Who Returned for an Effort in FY13
120
100
80
221
60
144
40
20
0
FY12Q1
FY12Q2
FY12Q3
# Clients Served
FY12Q4
FY13Q1
FY13Q2
# Clients Served with a follow-up
FY13Q3
United Way of the Bay Area Assessment Tool




Data Capacity (documenting / managing data)
Evaluation Capacity (tying outcomes & indicators to
program goals / analyzing data about effectiveness)
Communicative Capacity (communicating program
impact externally
Learning Capacity (implementing change / managing
staff performance to improve program effectiveness)

Time for a few questions
DISCUSSION:
 What new ideas do these presentations spark?

What are other strategies that work for you?

What other challenges would you like input on?