United Way of San Diego County
Request for Proposals (RFP)- Impact Networks
United Way Overview
United Way of San Diego County envisions a vibrant community built on opportunity for
everyone and is committed to sparking breakthrough community action that elevates every child
and family to a brighter future.
In Fiscal Year 2014-15, United Way of San Diego County (United Way) will focus impact
investments on two community level goals: kindergarten readiness and 3rd grade reading
proficiency with the understanding that family stability and health are critical foundations for
healthy development and academic success.
Research shows that quality early learning experiences for children are a key driver of school
readiness and are vital to improving high school graduation rates1. In 2009, only 21 percent of
children in San Diego County under age six attended a quality pre-school program for 10 hours
a week or more2. According to 2013 STAR research for San Diego, 38% of 3rd graders are not
reading proficiently3. In addition, nearly 20% of children 0-17 in San Diego are living below
100% of the Federal Poverty Level4, which research indicates greatly impacts family stability,
access to regular healthcare and academic achievement.
In addition to the established community impact goals and strategies, United Way has made a
commitment to the following values:
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Work will be informed by research, driven by data, confirmed by community voice;
Goal achievement will be accomplished in cross-sector partnerships and by using the
principles of collective impact;
We will support and build a culture of continuous learning and “failing forward”.
United Way believes that by working collaboratively with partners towards shared goals, and
specifically using the principles of collective impact, we can and will change the trajectory for the
children and families most in need throughout our community.
Purpose of Funding
The available funding is intended to seed, build capacity and/or expand Impact Networks to
achieve significant progress towards increasing kindergarten readiness and/or 3rd grade reading
proficiency. We define Impact Networks as structured, cross-sector groups working towards a
common goal using the core principles of collective impact. Impact Networks must be clearly
aligned with United Way’s identified goals and at least one strategy area. See Addendum A for
a full description of United Way’s goals and strategies.
Impact Networks:
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May be population or geographic based, or focus countywide;
May focus on programmatic, advocacy/ policy, and/or systems-level alignment;
Must track, measure and evaluate progress within the goal and strategy areas, as well
as the quality and effectiveness of the collective effort(s);
While this RFP will not require partners from certain sectors, we believe that the key to
success in collaborative and collective impact work is having the necessary cross-sector
stakeholders involved to achieve change and finding new, strategically aligned ways of
working together. Stakeholders may include nonprofits, social service providers, health
and mental health providers, the faith-based community, school districts, early learning
centers, out-of-school providers, government, business, philanthropy, leaders in
advocacy or public policy, parents, students and others.
For the goal of increasing kindergarten readiness (ages 0-5), United Way will provide support
within four key strategy areas:
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Increasing family stability and supports;
Ensuring social-emotional health;
Increasing positive parenting;
Increasing quality preschool for children ages 3-5.
Towards the goal of increasing 3rd grade reading proficiency (ages 5-8) United Way will provide
support within two key strategy areas:
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Increasing family stability and supports;
Ensuring social-emotional health.
This funding is intended to support both new and innovative approaches, as well as helping to
spread, scale and catalyze best and promising practices.
United Way embraces FSG’s concept of collective impact as “highly structured cross-sector
coaltion(s)”5, including the five defined conditions of collective impact6:
The Five Conditions of Collective Impact
Common Agenda
All participants have a shared vision for change including a
common understanding of the problem and a joint approach to
solving it through agreed upon actions.
Shared Measurement
Collecting data and measuring results consistently across all
participants ensures efforts remain aligned and participants hold
each other accountable.
Mutually Reinforcing
Participant activities must be differentiated while still being
Activities
coordinated through a mutually reinforcing plan of action.
Continuous
Consistent and open communication is needed across the many
Communication
players to build trust, assure mutual objectives, and create
common motivation.
United Way of San Diego County- Impact Network RFP
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Backbone Support
*United Way has adapted this
description
Creating and managing collective impact requires dedicated staff
facilitators with a specific set of skills to serve as the backbone for
the entire initiative and coordinate participating organizations and
agencies.
Visit http://www.fsg.org/OurApproach/CollectiveImpact.aspx for more information on FSG’s
collective impact research and literature.
We understand that collaborative and collective impact efforts may span a continuum of
developmental phases, from start-up and implementation to establishing sustainability and
solidifying systems change. Addendum B provides an overview of United Way’s definition of
developmental phases for collective impact efforts. Addendum C of this application is an
Impact Network Self-Assessment Tool, to be completed by you and your partners to determine
the developmental phase of your effort. We have defined the developmental phases of
collective impact efforts as:
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Exploring: assessing the possibility of starting an Impact Network/ collective impact effort
Initiating: laying the groundwork to get an Impact Network/ collective impact effort
started
Emerging: implementing an Impact Network/ collective impact effort
Sustaining and Systems Change: adjusting through continuous improvement practices
and establishing sustainability of an Impact Network/ collective impact effort
United Way values collaboration to achieve community change at all levels, and funding will
provide support to efforts along the entire developmental continuum. Award amount ranges are
based on the developmental phase of the effort and are outlined below.
United Way Support Available- Expectations of Funded Entities
To support Impact Networks, United Way will make available the following supports:
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Funding for implementation of Impact Networks (see Section V for budget restrictions
and requirements).
Impact Network Facilitators Applicants may request a United Way staff facilitator to
support their effort, or may choose to utilize United Way funding to hire their own
network facilitator.
Coaching and Support for Impact Network Facilitators. All facilitators (regardless of
employer) will be required to participate in on-going, monthly coaching and support
sessions facilitated by United Way staff.
Convene “Communities of Learning” around goal/ strategy work as well as collective
impact implementation. All funded entities will be required to participate in on-going,
monthly learning and sharing sessions, facilitated by United Way staff.
3rd Party Evaluator to support the use of data for continuous learning.
If awarded, your agency/entity will be asked to:
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Participate in on-going evaluation of the design and implementation of your collective
impact effort;
Submit on-going qualitative and quantitative performance reports related to your goals,
outcomes and indicators;
Provide meaningful individual or group volunteer opportunities (as appropriate);
Establish and submit a sustainability plan following United Way funding;
Consistently identify your partnership with United Way by making use of our current logo
and name in print materials, on your website, and public forums/media presentations;
We encourage partner agencies to be a contributing organization to the United Way
fundraising campaign, or agree to host a workplace campaign.
Eligibility
First preference will be to nonprofit organizations falling under the federal tax code 501c(3) or
590(a) (1), (2) or (3), schools and religion organizations. These organizations will be required to
maintain a Board of Directors with a minimum of five independent members that meet at least
quarterly. We typically require a minimum annual budget of $100,000 (as reported in the 990),
although smaller budgets may be considered on a case-by-case basis.
Existing efforts currently funded, in whole or part, by United Way are not eligible to apply. Due
to our work through the Partnerships for Children, if you are proposing an effort focused in City
Heights or Vista, please email impact@uwsd.org before you begin any significant work on your
application and no later than February 11, 2015 to establish eligibility.
AWARD AMOUNTS
There is up to $2 million available. Awards will be based on 6, 12 or 18 month cycles, all
beginning July 2015. Contracts will be performance based with the potential opportunity to
reapply for additional funding at the end of the grant cycle, depending on performance and
funds available.
Applicants will submit an application based on the developmental phase of their effort, and may
apply for awards in the following ranges:
Developmental Phase
Exploring
Initiating, Emerging or
Sustaining and Systems
Change
Award Range
$15,000- $100,000
$100,000- $249,000
Award Cycle
6 or 12 months
18 months
OR
$250,000- $500,000
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2015 APPLICATION INSTRUCTIONS, PROCESS, AND TIMELINE
This will be a competitive process, and United Way staff may seek clarifications during the
review process. United Way reserves the right to award contracts to applicants that are
determined to be most advantageous to and in the best interest of the community, are cost
effective, and other factors considered as appropriate.
Press announcement of funding opportunity and RFP release:
Submission deadline for questions to be addressed at the Information Session:
Information Session at United Way (RSVP required):
Phase 1- Initial Application due:
(Please note change in deadline)
Phase 2- Lead Applicant Interviews & Site Visits:
Electronic notification to all applicants:
Phase 3- Follow-Up Application due:
Final decisions and notification:
February 5
February 11
February 13
March 16
March 30- April 10
April 13-17
May 6
June 1
Submit 5 printed copies of your application to United Way of San Diego County (4699 Murphy
Canyon Road, San Diego, 92123) no later than 4pm on March 16, 2015. Applications should be
single spaced with 12 point font and one inch margins. There is not a page or character limit for
this proposal, but preference will be given to applications that are concise and succinct. Please
also submit your application electronically to impact@uwsd.org by close of business on March
16, 2015.
All questions shall be submitted by e-mail to impact@uwsd.org.
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1. LEAD ORGANIZATION/ ENTITY INFORMATION
Impact Network Name:
Lead Organization/Entity
Name:
Address (including city, state
and zip code):
Phone:
Website:
Lead Organization/Entity
CEO/ED Contact (name,
email and phone number):
Amount Requested:
Annual Budget Amount:
Who is the primary staff contact at your organization/entity if United Way needs clarification or
has questions about the material in this funding request?
Name:
Phone:
Email:
CERTIFICATION: I certify that all statements and information contained in this proposal are
true and complete to the best of my knowledge and belief. I certify to the best of my knowledge
that our agency operates in compliance with all applicable Federal, State of California and local
laws and regulations governing not-for-profit corporations.
Name: Organization/Entity, Executive Director
Signature:
Date
United Way of San Diego County- Impact Network RFP
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Indicate which metrics and strategies this proposal addresses; check all that apply. In order to
be considered for funding, your proposal must address at least one specific goal and strategy
area. Please refer to Addendum A for more complete descriptions, including leading
indicators, for each strategy area.
Kindergarten Readiness Goals
☐ Metric I: Increase % of children identified ready for Kindergarten, ages 3-5 years
☐ Metric II: Increase % of children progressing on a developmentally appropriate scale, ages
0-3 years
Strategies
☐ Family stability and social supports
☐ Social-emotional health
☐ Positive parenting
☐ Quality preschool for all children ages 3-5 years
3rd Grade Reading Proficiency
☐ Metric I: Increase % of students increasing at least one proficiency level in Reading
☐ Metric II: Increase % of students that improve their school attendance rates
Strategies
☐ Family stability and social supports
☐ Social-emotional health
III. IMPACT NETWORK SCOPE OF WORK
Please provide narrative responses to the following questions based on what your group has
established to date, or is in the process of defining/ establishing. Based on the developmental
phase of your effort, you may not have answers to all questions included in this proposal.
Please indicate which decisions have been established for your effort, which are in process and
which have not yet been decided, as appropriate. As your effort grows and evolves, the goals,
strategies, impact measures and infrastructure may need to be re-evaluated and adjusted to
achieve the intended outcomes. Again, United Way values and will fund efforts across the
entire developmental continuum. We suggest that you review the Impact Network Phase
Assessment Overview (Addendum B) and the Impact Network Self-Assessment Tool
(Addendum C) before you begin the narrative section of the application.
1. Describe the Impact Network that you are requesting support for.
a. Please include a general overview, area(s) of focus, and intended goals.
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b. What specific activities (if defined yet) do you anticipate your Impact Network will
undertake?
c. If this is an existing effort, please describe the current status of the effort, activities
and accomplishments to date, and the capacity building/ expansion that funding
would support.
d. If a new effort, please describe planned next steps (with and without funding).
e. Are there any current/ potential policy or advocacy activities for this area of work? If
so, please describe.
2. Using data and research, please describe the need and/or opportunity for this Impact
Network.
a. In addition to the quantitative data cited, feel free to include and describe any
additional qualitative data you’ve collected and/or used to inform your work and this
proposal.
b. How would you characterize the community’s readiness for change and degree of
urgency for change in this issue area? What is this based on and how do you define
“community” for this purpose?
c. How has the community been engaged in identifying the issue area(s) and/or the
potential strategies?
3. You have indicated the overarching goal and strategy area(s) you will focus on for this
proposal.
a. Please describe any evaluation plan you have developed or have in place to
measure the impact, progress and results of your work.
b. How will you collect, track and report on the high level metrics you’ve indicated you
will address?
c. What are the additional, specific outcomes and indicators you expect to produce
within the grant period? Be sure to outline the various levels of change you expect to
see as a result of this proposal (ie: client, programmatic, community level, systems
change, etc.), including a starting point/ baseline.
d. What specific measures and assessment tools will you use for each of the metrics,
outcomes and indicators? Please include an explanation of why you have selected
the measurement tools, and how you will meet fidelity to those measures.
e. What staffing and/or infrastructure is in place or proposed to collect, manage, and
analyze data for continuous learning?
f. Are you open to adjusting these impact measures/ tools in partnership with a
professional evaluator, other funded entities and United Way staff to create
alignment and best leverage resources, as appropriate?
4. If you are proposing to use any evidence-based or promising practices as programmatic
interventions, please provide the model name and references, and indicate how you will
meet fidelity to the model(s).
a. Does your plan include any two-generational strategies? If so, please describe.
5. Who is the intended population to be impacted by your Impact Network (population,
geography, demographic, etc.)?
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a. Please include how many clients you expect to be served, in what ways (direct/
indirect) and please differentiate clearly between # of families, parents, and children
to be impacted.
6. Please describe your agency/collaborative effort’s experience and demonstrated success in
the goal and/or strategy area(s) proposed in this application.
7. Please describe how the work outlined in this proposal is aligned with systems leaders in the
area(s) of work you are addressing (e.g: First 5 San Diego, local school district, County
Health and Human Services, etc.).
8. Are there other collaborative efforts convening around this same goal, population or
geography that you know of? Describe why you have decided not to align with the existing
effort(s).
IV. COLLECTIVE IMPACT PHASE/ EXPERIENCE
9. Complete and attach the Impact Network Self-Assessment Tool (Addendum C). Based on
the assessment, please indicate the phase that you believe your effort to be in:
_______________________________.
10. Please list which partners participated in the self-assessment and how.
11. What is your agency/entity’s previous experience/ demonstrated success in collaborative
and/or collective impact efforts?
12. Describe your agency/ entity’s previous experience/ demonstrated success in using shared
data to track progress to common objectives, outcomes and/or indicators.
13. Please describe any shared data collection and evaluation plans you have developed/ have
in place for the outcomes you have indicated.
14. What is your agency/ entity’s level of interest in working with a United Way contracted (and
funded) 3rd party evaluator, and what would you hope to gain/benefit from such a
partnership?
15. Does your effort currently have a backbone, anchor entity, and/or any dedicated staff that
manage the day-to-day needs of the work?
16. Are you interested in utilizing a UWSD staff facilitator or hiring your own facilitator?
☐ UWSD staff facilitator
☐ Hiring own facilitator
17. What challenges have you experienced/ do you anticipate encountering in implementing this
proposal and how do you plan to respond?
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V. BUDGET AND BUDGET NARRATIVE
Please submit a detailed budget and budget narrative that includes all costs associated with the
seeding, expanding or capacity building of an Impact Network. Please clearly detail the total
costs, in-kind or leveraged resources, and the amount requested from United Way for each line
item. As well, every line item that you are requesting funding for should be included in the
budget narrative including personnel, operating costs and calculation of indirect costs.
References
1.
2.
3.
4.
5.
6.
Jack Shonkoff and Deborah Phillips. “From Neurons to Neighborhoods: The Science of Early Childhood
Development.” National Research Council and Institute of Medicine (2000). http://iom.edu
“California Report Care 2011: Setting the Agenda for Children.” Children Now (2011).
http://www.childrennow.org/uploads/documents/reportcard/2011.pdf.
“San Diego Education Research Overview.” United Way of San Diego County (2012).
http://issuu.com/uw_sandiego/docs/uwsd_education_report?e=4315262/2805751
“San Diego County Report Card on Children and Families”. The Children’s Initiative (2013).
http://www.thechildrensinitiative.org/pdfs/report_card/CI_Report_051614_webpost.pdf
John Kania and Mark Kramer, “Collective Impact,” Stanford Social Innovation Review, Winter 2011.
John Kania and Mark Kramer, “Embracing Emergence: How Collective Impact Addresses Complexity,”
Stanford Social Innovation Review, January, 21, 2013.
United Way of San Diego County- Impact Network RFP
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ADDENDUM A: United Way Goals & Strategies
Goal: Increase the % of children Ready for Kindergarten
Metric I: % of children identified ready for Kindergarten, ages 3-5 yrs.
Metric II: % of children progressing on a developmentally appropriate scale, ages 0-3 yrs.
Strategy 1: Family stability & supports
→
→
→
Strengthen families through increasing family knowledge, skills, relationships, resources and other protective factors to
promote positive and healthy child development (ie: increase family stability, consistency, and/or increase use of family
strengthening practices by providers)
Increase family access to social supports and resources (case management, system navigation, life skills coaching, etc.)
Increase continuity of care for families by increasing coordination between schools, health and social service providers (case
management, coordinated tracking systems, shared data, etc.)
Strategy 2: Social-emotional health
→
→
Increase screening and assessment of children ages 0-5
Increase referrals, follow-through, and successful interventions of children ages 0-5
Strategy 3: Positive parenting
→
→
Increase positive parenting skills, knowledge, behavior (discipline, communication, role as child’s first teacher, etc.)
Increase language and literacy within home environments (closing the word gap)
Strategy 4: Quality pre-school for children ages 3-5
→
Fully utilize existing resources to support preschool enrollment for low and moderate income families
→
Increase the percentage of children enrolled in quality pre-school programming (quality as defined by the local Quality
Preschool Initiative requirements; which is the county’s Quality Rating and Improvement System)
ADDENDUM A: United Way Goals & Strategies
Goal: Increase 3rd Grade Reading Proficiency
Metric I: % of students increasing at least one proficiency level in Reading
Metric II: % of students that improve their school attendance rate
Strategy 1: Family stability & supports
→
→
→
Strengthen families through increasing family knowledge, skills, relationships, resources and other protective factors to
promote positive and healthy child development (ie: increase family stability, consistency, and/or increase use of family
strengthening practices by providers)
Increase family access to social supports and resources (case management, system navigation, life skills coaching, etc.)
Increase continuity of care for families by increasing coordination between schools, health and social service providers (case
management, coordinated tracking systems, shared data, etc.)
Strategy 2: Social-emotional health
→
→
Increase screening and assessment of children ages 5-8
Increase referrals, follow-through, and successful interventions of children ages 5-8
United Way of San Diego County- Impact Network RFP
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ADDENDUM B: COLLECTIVE IMPACT PHASE ASSESSMENT OVERVIEW
Key Elements of Collective
Impact
Common Agenda
 Cross sector
partnership
established
 Common
understanding of the
problem and a shared
vision for change
 Community
involvement and
engagement
EXPLORING
INITIATING
EMERGING
“Assessing the possibilities”
“Laying the groundwork to
get started”
“Implementation”
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Identifying champions
and potential partners
Establishing a common
understanding of the
problem
Exploring a shared
agenda/ vision for
change
Determining will,
momentum, energy,
etc. to work together
Community outreach
and engagement plan in
development
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United Way of San Diego County- Impact Network RFP 
Convening and
establishing a crosssector group with
representation from
relevant sectors and
constituencies
Common understanding
of the problem is
established and
components of a
common agenda are
defined
Shared community level
outcomes are
established with some
work done on defining
goals, strategies and
core indicators
Implementation plan is
in development
Community outreach
and engagement plan
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Cross-sector group and
leadership team are
established with
representation from
relevant sectors and
constituencies
Shared community level
outcomes, goals,
strategies and core
indicators are firmly
established
Implementation plan
created, and some work
has begun
Community
engagement plan is
being implemented,
including ongoing
development/ nurturing
of public will
SUSTAINING (AND)
SYSTEMS CHANGE
“Adjusting through
continuous improvement
practices and establishing
sustainability”
 Partners continuously
and actively participate
 Partners demonstrate
shared accountability,
credit and responsibility
for Network
accomplishments
 Partners mobilize the
community for ongoing
outcomes achievement
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Shared Measurement
 Collecting data and
measuring results
 Focus on
performance
management
 Shared accountability
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Qualitative and
quantitative data is
being reviewed to
identify key issue areas/
gaps
Partners have
committed to using
continuous
improvement processes
for ongoing learning
and “course correction”
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are in place and
beginning to be
implemented
Qualitative and
quantitative data
analysis has been
completed to identify
key issue areas/ gaps
Plan is being developed
for shared data
collection and tracking
for outcomes and
continuous
improvement
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Mutually Reinforcing
Activities
 Differentiated
approaches
 Willingness to adapt
individual activities
 Coordination through
joint action plan

Cross-sector landscape
assessment conducted
(key players, activities,
etc.)
United Way of San Diego County- Impact Network RFP
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Areas of duplication,
overlap, gaps, and
alignment identified;
differentiated
approaches (including
realignment) are
defined
Action plan to improve
coordination is
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Baseline report
complete
Data has been
disaggregated by key
sub-populations/
geographies to help
define core indicators
Shared plan for
collecting, tracking and
reporting progress is in
place and being
implemented
Continuous
improvement practices
are in place and being
implemented for
ongoing learning and
“course correction”
Alignment/ realignment
of activities are
implemented
Action plan to improve
coordination is
implemented

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
Shared data
demonstrates
movement on
community level goals
and key indicators
Continuous
improvement practices
inform necessary
adjustments in
membership, partner
activities and roles,
accountability,
community
engagement,
implementation of
work towards outcomes
and indicators
Alignment of partner
activities and roles
contribute to
achievement in
outcomes, goals and
indicators
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Continuous Communication
 Consistent and open
communication
(infrastructure)
 Focus on building
trust

Backbone Support
 Dedicated staff
 Resources and skills
to convene and
coordinate efforts
 Governance and
infrastructure

Champions and
potential partners are
communicating
regularly and
consistently

Partners are exploring
infrastructure and
accountability models


developed
Cross-sector group and
leadership team are
meeting and
communicating
regularly and
consistently
Documented
infrastructure and
accountability plans are
in place, including
decision making
processes
Partner roles and
responsibilities are
defined for all
members, including
backbone functions
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
United Way of San Diego County- Impact Network RFP
Formal messaging is
developed and
approved
Quality of collaboration
and assessment of
partner willingness to
adapt activities is
conducted and used for
continuous
improvement
Backbone/ anchor
support is in place to
meet the needs of the
group (daily
management of
communications, action
planning, data analysis,
meeting facilitation,
etc.)
Accountability and
decision making
processes are
implemented and
adjusted as needed
Funding and
sustainability plans are
in development



Partners effectively and
consistently
communicate successes
and challenges
Partners demonstrate
high quality
collaborative
relationships
Dedicated staff and
funding is secure for 3+
years of
implementation
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ADDENDUM C: IMPACT NETWORK SELF-ASSESSMENT TOOL
Please complete this assessment with entity partners as possible and appropriate. United Way values efforts at every stage of
development, and understands that new groups will likely not have answers to all the questions below. Please answer YES or NO for
each question and provide brief details and descriptions, either in this document or as an attachment. You do not need to replicate
answers from the RFP narrative for this assessment. In the SCORE column, enter 1 for each question answered YES and 0 for NO.
You will be asked to total your scores for each section, indicate the phase you are in for each section, and then identify an overall
phase assessment (see last page for the Assessment Scoring Summary).
I.
COMMON AGENDA
SCORE
1. Has your group identified key champions for this effort?
 If yes, who are they and what role will they play?
2. Has your group convened and established a core group of committed, cross-sector stakeholders?
 Please attach a list of all partners, including sector, agency, sphere of work and influence, and members
names (template provided).
 Are there sectors/ stakeholders you would like to engage, but have been unable to bring on board (no points
allocated for this)? If yes, please describe:
 How long has this group been in existence?
3. Has your group convened and established a committed leadership team?
 Please attach a leadership team roster including sector, agency, sphere of work and influence and members
names (template provided).
 How long has this leadership team been in place?
4. Has your group established a common understanding of the problem?
Please describe the common understanding of the problem (you do not need to duplicate your statement of need
from question 2 of the RFP):
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5. Has your group defined components of a common agenda?
If yes, please describe the components of the common agenda:
6. Has your group assessed community rhythm, momentum for change, energy to work together, etc.?
Please describe how you assessed these things, and what you learned from the assessment:
7. Has your group established shared community level outcomes?
Please list /describe them:
8. Has your group defined goals, strategies and core indicators related to the desired community level outcomes?
Please describe them and/or use the template provided:
9. Does your group have an implementation/ action plan?
If so, please attach.
10. Has your group begun work on the implementation/ action plan?
If yes, please describe the progress you’ve made to date (this may be addressed/ included in the attached action
plan):
11. Has your group demonstrated shared accountability, credit and/or responsibility for accomplishments?
Please describe:
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12. Has your group (enter 1 for each yes answer):
 Developed a community outreach and engagement plan
 Conducted community outreach and engagement
 Developed significant public will
 Mobilized the community to support outcomes achievement
Please describe any activities completed for each step listed above, including solicitation of community voice:
SECTION TOTAL (range: 0-15)
II.
SHARED MEASUREMENT
13. Has your group collected/ reviewed qualitative data related to your area of focus?
Please describe:
SCORE
14. Has your group collected/ reviewed quantitative data related to your area of focus?
Please describe:
15. Has your group analyzed qualitative and quantitative data to identify key issue areas/ gaps?
Please describe:
16. Has your group completed a formal baseline report?
Please describe:
17. Has your group disaggregated data by key sub-populations/ geography to help define core indicators?
Please describe:
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18. Has your group begun to develop a plan for shared data collection/ tracking for outcomes and continuous learning?
Please describe:
19. Does your group have a plan in place for shared data collection for outcomes tracking and continuous learning?
Please describe:
20. Is your group collecting, tracking and reporting shared data related to progress on outcomes/ indicators and
continuous learning?
Please describe:
21. Has your shared data demonstrated any movement on community level goals or key indicators?
Please describe:
22. Has your group committed to using a continuous improvement process or model for ongoing learning and “course
correction”?
23. Has your group defined and/or implemented continuous learning/ improvement practices?
Please describe the process model, implementation plan, and any key learnings to date:
24. Has your group made any “course corrections” based on continuous improvement practices?
Please describe:
SECTION TOTAL (range: 0-12)
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III.
MUTUALLY REINFORCING ACTIVITIES
25. Has your group conducted a cross-sector landscape assessment?
If yes, please describe the process and approach you used:
SCORE
26. Has your group identified any areas of duplication, overlap, gaps, alignment opportunities, differentiated
approaches, etc.?
Please describe via narrative or using the template provided:
27. Has your group developed an action plan to improve coordination of activities related to area(s) of focus?
Please describe:
28. Has your group implemented an action plan to improve coordination of activities related to area(s) of focus?
Please describe:
29. Has your group implemented any specific alignment/ realignment activities?
Please describe:
30. Has the alignment/ realignment of partner activities and roles contributed to any demonstrated success towards
the established outcomes/ indicators?
Please describe:
SECTION TOTAL (range: 0-6)
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IV.
CONTINUOUS COMMUNICATION
31. Are your champions/ potential partners communicating regularly and consistently?
Please describe:
Score
32. Are your cross-sector groups and leadership teams meeting and communicating regularly and consistently?
Please describe:
33. Has your group developed and approved any formal messaging about your work?
Please attach key document(s):
34. Are partners effectively and consistently communicating successes and challenges internally (with participating
partners) and externally (community members and other stakeholders)?
Please describe:
35. Is your group assessing the quality of collaboration using feedback for continuous improvement?
Please describe:
36. Are partners demonstrating high-quality, collaborative relationships?
Please describe:
SECTION TOTAL (range: 0-6)
V.
BACKBONE SUPPORT
37. Have partners explored infrastructure and accountability models?
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38. Has your group agreed on and documented infrastructure, accountability and decision making plans?
Please describe:
39. Is your group implementing the agreed upon infrastructure, accountability and decision making plans?
Please describe:
40. Have partners defined roles and responsibilities for all members (including key backbone functions)?
Please describe:
41. Does your group have a backbone/ anchor support to meet the needs of your effort?
Please describe:
42. Has your group explored funding and sustainability models for your work?
Please describe:
43. Does your group have dedicated staff and secure funding for 3+ years of implementation?
Please describe:
SECTION TOTAL (range: 0-7)
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SELF-ASSESSMENT SCORING SUMMARY
Collective Impact Element
Score Ranges
I. Common Agenda
Exploring: 0-4
Initiating: 5-7
Emerging: 8-13
Sustaining/ Systems Change:
Exploring: 0-3
Initiating: 4-5
Emerging: 6-10
Sustaining/ Systems Change:
Exploring: 0-1
Initiating: 2-3
Emerging: 4-5
Sustaining/ Systems Change:
Exploring: 0-1
Initiating: 2
Emerging: 3-4
Sustaining/ Systems Change:
Exploring: 0-1
Initiating: 2-3
Emerging: 4-6
Sustaining/ Systems Change:
II. Shared Measurement
III. Mutually Reinforcing
Activities
IV. Continuous
Communication
V. Backbone Support
Your Score
Phase Assessment
for Each Element
14-15
11-12
6
5-6
7
Please indicate the overall phase you believe your effort to be in and describe why.
Overall Phase Assessment:
Description:
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TEMPLATES (Feel free to adapt as needed.)
Partner List (Question # 2)
Agency
Sector
Sphere of Influence and Work
Member Name and Job Title
Sphere of Influence and Work
Leadership Team Member
Name and Job Title
Leadership Team List (Question #3)
Agency
Sector
Goals, Strategies and Core Indicators (Question # 8)
Goal(s)
Strategies
Core Indicators
Duplication, Overlap, Alignment, etc. (Question #26)
Duplication
Overlap
Gaps
Alignment
Opportunities
Differentiated
Approaches
Other/ additional
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