data collection method s · • all in one place — comprehensive management of ida programs •...
TRANSCRIPT
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Data Collection Method s
AFI Virtual Coffee Webinar SeriesMarch 22, 2017
Office of Community Services Administration for Children and Families U.S. Department of Health and Human Services
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Introduction of Speakers
• Megan Bolado, CFED
• Latorrie Geer, Community Works Carolina
• Renee Smith, Ifetayo Cultural Arts
Academy, Inc
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Connecting to Audio
• Having trouble dialing in?
– Listen on your computer by clicking the option on the Control Panel.
– Connect your speakers or a headset to your computer for best quality
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Technical Issues & Questions
• Having technical
difficulties?
– Use the questions box
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Housekeeping
• This webinar is being recorded!
– All attendees are muted to ensure sound quality
– A video recording and transcript will be available on idaresources.acf.hhs.gov at a later date.
• The webinar will last approximately 90 minutes.
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Webinar Objectives
Participants will:
Hear about tips and tools for developing and
delivering a robust, sustainable, and manageable
data collection system for your AFI grant.
Hear from fellow AFI Grantees about their data
collection ideas lessons learned.
Ask questions and share ideas for data collection
methods.
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Questions and Comments
• Ask your questions or
share comments using
the box on the right
side of your screen
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A Few Questions For You
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What is your level of experience with
managing an AFI project?
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What is your role with your AFI project?
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Where are you in your AFI grant
project life cycle?
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What system do you currently use to
collect and track data for your AFI
project? (write your responses in the
question box)
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What is the greatest challenge you face when it comes to data
collection?
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Core Programs & Services
• Microbusiness Loans
• Affordable Housing and Community Loans
• Homebuyer Assistance Program
• IDA Matched Savings
• Financial Wellness Checkups
• Financial Education & Training
• Credit Union
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Business Strategy
Community Development
Financial Institution
Community Development
Credit Union
Building
Places
Building
People
Strengthening
Families,
Neighborhoods
, and
Communities
Community
Facilities
Microbusiness
Loans
Advocacy
Developer
Loans
Financial
Literacy
Downpayment
Assistance
Asset Building
Credit Builder
Loans
Financial
Wellness
Individual
Development
Accounts
Training &
Technical
Assistance
Second
Chance
Loans
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Data Collection
Outcome Tracker
• All in one place — Comprehensive management of IDA programs
• Integrated — IDA data is integrated with other programs your agency offers
• Flexible— adapt to changing needs
• Client access — via a web portal or the Outcome Tracker Mobile App
• Outcomes based— understand your impacts and tell your story to funders
• Cloud based— securely access your data anywhere
• Import/Export — import from or export to a spreadsheet file
• Built-In AFI reports to complete progress/annual data reports
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Items to Consider
• Initial Costs to Purchase a Database
• System setup
• Management of Database
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I
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Partnership
• Partnership with Santander for 10 years
• Currently runs the Financial Education Classes that are required for both youth
and adults on the 3rd Saturday of each month
• Offers assistance with students who are out of town to create consistent
electronic savings
• Opening new branches which deepens the partnership in the community
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IDA Tracking Account Detail
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Account Deposit Detail
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Match Request Detail
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Account Balance Report
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Deposit Reports
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Questions?
• Ask your questions
using the box on the
right side of your
screen
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AFI Resource Center
• Home: idaresources.acf.hhs.gov
• Calendar: http://idaresources.acf.hhs.gov/Calendar
• Help Desk:
– Email: [email protected]
– Phone: 1-866-778-6037
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Thank You!
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