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Creating a Dashboard for Frontline Staff to Improve
Performance
Training Institutes 2010Shannon Van Deman, MBA
Knute Rotto, ACSW
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Agenda
• Introduce ourselves• Why use dashboards? Who should use
dashboards?• Go through the steps involved in creating
a dashboard– Small group work– Introduce Choices’ dashboard
• Lessons learned and next steps
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Choices, Inc.
• Non profit care management organization created in 1997
• Developed around a community need: “high cost youth out of state”
• Blended system of care principles with wraparound values and managed care technology.
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LEGEND
Eastern Region
AL
FL
SC
TN
KY
INOH
NC
PA
ME
VA
NY
CT
WV
MD NJ
VTNH
MA
DE
RI
- USA Eastern Region
MI
GA
220180
10080
20
Indianapolis – Indiana (1997)Cincinnati – Ohio (2002) Rockville – Maryland (2005)Baltimore County – Maryland (2006)Washington DC (2008)
Choices Care Management • Over 150 Employees• $36 Million Annual
Budget• Over 600 youth served in
Child Family Teams daily• Working across ALL child
serving systems – 60% CW
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PLAN
Child WelfareTeacher
FamilyPastor
Friend Mental Health/Substance Abuse
Care Coordinator
Care Coordination
Case RateProvider Network
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Why Use a Dashboard?• Simple presentation of information• Available as needed• Common language• Improves performance
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Who Should Use a Dashboard?
• Board of Directorso Growing focused
• Executive managemento Improvement focused
• Frontline staffo Operations focused
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Steps to Build a Dashboard
1. Identify key performance metrics
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Choices’ Dashboard: Key Performance Metrics
• Youth and family functioning• Time spent with youth and families• Dollars spent on youth and families• Service mix
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Steps to Build a Dashboard
1. Identify key performance metrics2. Figure out how to capture the information
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Steps to Build a Dashboard
1. Identify key performance metrics2. Figure out how to capture the information3. Figure out how to deliver the information
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Dashboards
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Dashboards
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Dashboards
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Dashboards
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Dashboards
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Steps to Build a Dashboard
1. Identify key performance metrics2. Figure out how to capture the information3. Figure out how to deliver the information4. Introduce the dashboard to staff
- Lesson Learned - Roll out is KEY!
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Next Steps: Fun Future Directions
Ticker Tapes
“Business School”
CORPORATE NAMES
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Visualizing Demographics
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Visualizing Strengths & Needs
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Summary
• Introduced ourselves• Why should you use dashboards? Who
should use dashboards?• Went through the steps involved in
creating a dashboard– Small group work– Introduced Choices’ dashboard
• Lessons learned and next steps
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Conclusions• Dashboards are beneficial for frontline staff
• They manage huge amounts of tax payer dollars
• They work across systems and facilitate meetings
• They are responsible for the children and families they serve
• Can help advance children’s mental health
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Thank You!
www.ChoicesTeam.orgChoices, Inc.
4701 N. Keystone Ave.Suite 150
Indianapolis, IN 46205(317) 726-2121