Measurement Culture Survey Benchmark Report for Achieving E[value]ation Applicants May 22, 2012 This report summarizes the 14 Achieving E[value]ation applicant averages against the national survey database. 2 Achieving E[value]ation The following report contains the results of the Measurement Culture Survey conducted by Measurement Resources Company. This report compares the responses of Achieving E[value]ation applicants to the other organizations that participated in this study. Study Demographics Types of Organizations 65% Non-Profit Agencies, 9.5% County and Municipal Government Agencies, 10% State Government Agencies, 15% for-profit organizations. Aging/ Disabled 13% Education 18% Housing 2% 44.7% annual budget < $2 million, 13.2% annual budget between $2-5 million, and 42.1% > $5 million Other 28% Health 15% Total size (staff plus volunteers) ranged between 2 -1050 with the median size of 99. Legal 3% Environment 3% Youth & Children 5% Mental Health 13% Achieving E[value]ation applicants were 93% nonprofit agencies, and 7% state agencies. Sixty-three percent indicated their primary focus is education and training, 14% reported primary focus is youth and children, and 22% are listed in the other category. The average annual budget of applicants is less than $2 million. The median of total size is 73, which is slightly smaller than the average size for this study. Past Growth Future Growth 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 Significant Decrease to Significant Increase Achieving E[value]ation Others 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 Significant Decrease to Significant Increase Achieving E[value]ation Others 3 Achieving E[value]ation Measurement and Evaluation Culture Measurement Culture Achieving E[value]ation Others 40.64 41.47 12 Measurement rarely guide decisions scores 13 to 26 60 Measurement consistently guides all decisions scores 52 to 65 Measurement Fequency for Types of Decision Making Organizations with a strong measurement and evaluation culture are those that consistently use data-driven techniques to guide decision-making. The results indicate performance measurement and/or evaluation results are not consistently used in the participating organizations’ decision-making processes. Assessment Benchmarking Achieving E[value]ation participants had an average measurement culture score of 40.64, which is similar to the survey average of 41.69. The responses indicate that Achieving E[value]ation applicants use performance measures and evaluations similar to other participants. The average Achieving E[value]ation applicant uses measurement more for six of the twelve types of decision making compared to other participants. Budgeting Quality Assurance Establishing Contracts Managing Operations Measurement Utilization Program Planning Accountability to clients 100% of Programs5 Accountablity to funders 4 3 Reporting to Staff 2 Performance Improvement 1 Strategic Planning No Programs 0 0 1 2 Achieving E[value]ation Others 3 4 Performance Measures and Evaluation 5 Others Achieving E[value]ation 4 Achieving E[value]ation Measurement Effectiveness Overall participating organizations report measurement to be effective for numerous organizational management activities and outcomes. On average, ACHIEVING E[VALUE]ATION APPLICANTS report similar or more success with using data to improve management activities. Effectiveness of Measurement on Management Activities and Outcomes 5 4 3 2 1 0 Others Achieving E[value]ation Increasing Effectiveness: Improve the responsiveness to clients and increase the overall effectiveness of programs. Improving External Relations/ Communication: Increase the communication regarding measurement with others and improve client satisfaction and communication with funders and stakeholders. Improving Internal Relations/ Communication: Increase the communication and coordination between departments and programs and improve employee morale. Increasing Revenue Funding: Improve cost saving, changing appropriation levels and increase funding and sales. Strengthening Measurement Culture: Increase the focus and awareness of the results and factors that impact performance. Making Organizational Change: Change strategies to achieve desired results and reduce or eliminate ineffective services, programs, or duplicate programs. 5 Achieving E[value]ation Measurement Culture and Effectiveness in Achieving Outcomes 30% of the participants had a Culture score of 52 or higher, representing that they consistently use measurement in decision making and have a high measurement culture 55% of the participants had a Culture score between 51 and 27, representing that they use measurement for some types of decision making and not for others and have a moderate measurement culture. 15% of the participants had a Culture score less than 26, representing that they rarely use measurement in decision making and have a low measurement culture. Achieving E[value]ation applicants average Measurement Culture Score was 40.64, placing the collective group in the moderate Measurement Culture Category The more frequent and consistent organizations used performance measures in their management decisions, the more effective they were Increasing revenues (r=.50, p < .01) Improving external relations (r=.44, p < .01), Improving internal relations (r=.53, p <.01), Increased organizational efficiencies (r = .65, p < .01), Strengthening organizational culture (r=.75, p <.01) and, Implementing organizational change (r=.53, p <.01)! Comparison of Measurement Culture and Effective Accomplishment of Organizational Outcomes Organizational Outcomes % High Culture % Moderate Culture % Low Culture Reporting Reporting Reporting Effectiveness Effectiveness Effectiveness Organizational Efficiencies 83% 50% 17% External Relations Internal Relations Increased Revenues Strengthening Organizational Culture Successful Organizational Change 75% 50% 33% 83% 27% 17% 67% 23% 17% 100% 64% 17% 75% 27% 17% Source: Measurement Resources Company Measurement Culture Survey Data 6 Achieving E[value]ation Organizational Development Measurement Tools In addition to performance measures and evaluation techniques, survey participants also use a variety of other measurement-based management tools in their decision-making. The majority of organizations reported conducting strategic planning, employee satisfaction surveys, and management training around performance measures and evaluation at least once in the past two years. ACHIEVING E[VALUE]ATION APPLICANTS’ responses indicated that, on average, they have used these data-driven interventions in the past two years less than other organizations with the exception of strategic planning and line staff measurement training, which they reported using the same as others. How often the following interventions have been conducted in the past two years Other Organizations Achieving E[value]ation Applicants Comparison Strategic Planning 65% used 1-2 times 50% used 1-2 times Average Employee Satisfaction Survey 50% 1-2 times 57% Never Below Average Customer/ Consumer Satisfaction Survey 52.5% 1-2 times 43% Never Below Average Management training regarding performance measures and/or evaluation 59% 1-2 times 50% Never Below Average Line staff training around performance measures and/or evaluation 60% 1 or more times 50% 1-2 times Average 47.5% 1-2 times 50% Never Below Average Benchmarking against similar organizations Summary ACHIEVING E[VALUE]ATION APPLICANTS’s overall measurement culture appears to be moderate and similar to other non-profit and government organizations. Congratulations are in order for the high frequency of using evaluations and performance measures in almost75% of programs and seeing success with organizational outcomes. Increasing data collection efforts and strategically focusing on how you are using these results in decision making may lead to even more positive organizational outcomes.