RBA 101 OBA 101 Some NEW AND

RBA 101 – OBA 101 Some NEW AND REVISED SLIDES 30 AUG 2013 FPSI www. raguide. org www. resultsaccountability. com www. resultsleadership. org RBA OBA Facebook Group

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

IS IT A RESULT, INDICATOR OR PERFORMANCE MEASURE? RESULT 1. Safe Communities INDICATO 2. Crime rate R PERF. 3. Average police response time MEASURE RESULT 4. Healthy people INDICATO 5. Rate of Type 2 Diabetes R RESULT 6. People have living wage jobs and income INDICATO R 7. % of people with living wage jobs and PERF. MEASURE income |

IS IT A RESULT, INDICATOR OR PERFORMANCE MEASURE? RESULT 1. Healthy people INDICATO 2. Rate of drug resistant tuberculosis R PERF. 3. % of kept appointments at health MEASURE clinic RESULT 4. Safe children INDICATO R 5. Rate of confirmed child abuse and RESULT neglect | INDICATO R 6. People have living wage jobs and PERF. income MEASURE 7. % of people with living wage jobs and

The 20 -60 -20 RULE

RBA expert in each unit 1. Ask each program to assign someone to become the in-house RBA expert. (Treat this like a technical support function like an in-house computer expert. ) 2. Have these people practice and get good at selecting performance measures and running the Turn the Curve Exercises. 3. Create a network of in-house experts so they can support each other, learn how to do joint RBA training and coaching. 4. Ask the in-house experts to review the RBA Self Assessment Questionnaire (and create a score if useful) on a regular basis.

Primary v. Secondary Direct v. Indirect Internal v. External LR UR Baseline & Story

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

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.

Next Generation Contracting Contract Provisions 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.

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

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

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

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

Creating a Working Baseline from Group Knowledge Indicator or Performance Measure 65% ng Forecasti ng Backcasti Now Not OK?

Turn the Curve Exercise: Population Well-being 5 min: Starting Points - timekeeper and reporter - geographic area - two hats (yours plus partner’s) 10 min: Baseline - pick a result and a curve to turn - forecast (to 2016) – OK or not OK? 15 min: Story behind the baseline - causes/forces at work - information & research agenda part 1 - causes Two pointers 15 min: What works? (What would it take? ) to action - what could work to do better? - each partners contribution - no-cost / low-cost ideas - information & research agenda part 2 – what works 10 min: Report convert notes to one page

4. ----- Off the Wall ONE PAGE Turn the Curve Report: Population Result: ________ Indicator Baseline Indicator (Lay Definition) Story behind the baseline --------------------------- (List as many as needed) Partners --------------------------- (List as many as needed) Three Best Ideas – What Works 1. ------------- 2. -------------- Sharp Edges 3. -----No-cost / low-cost 4. ----- Off the Wall

Turn the Curve Exercise: Program Performance 5 min: Starting Points - timekeeper and reporter - identify a program to work on - two hats (yours plus partner’s) 10 min: Performance measure baseline - choose 1 measure to work on – from the lower right quadrant - forecast (to 2016) – OK or not OK? 15 min: Story behind the baseline - causes/forces at work - information & research agenda part 1 - causes Two pointers 15 min: What works? (What would it take? ) to action - what could work to do better? - each partners contribution - no-cost / low-cost ideas - information & research agenda part 2 – what works 10 min: Report convert notes to one page

4. ----- Off the Wall ONE PAGE Turn the Curve Report: Performance Program: ________ Performance Measure (Lay definition) Performan ce Measure Baseline Story behind the baseline --------------------------- (List as many as needed) Partners --------------------------- (List as many as needed) Three Best Ideas – What Works 1. ------------- 2. -------------- Sharp Edges 3. -----No-cost / low-cost 4. ----- Off the Wall

Turn the Curve Exercise – Lessons Talk to Action in an hour 1. How was this different from other processes? What worked and what didn’t work? 2. Why did we ask for: a. Results before indicators? b. Forecast? c. Story? d. No cost / low cost? e. Two hats? f. Crazy idea? g. Only 3 best ideas? 3. Do you think a lay audience could understand the reports? 4. How many think you could lead this exercise with a small group? (2+ curves at the same time)

Next Steps: 1. What’s one thing I could personally do with what I learned today? 2. What’s one thing I would like to ask someone else or some organization to do to support this work?

Resources www. raguide. org www. resultsaccountability. com RBA Facebook Group Book - DVD Orders amazon. com resultsleadership. org