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SFF Thriving Nonprofit Sector Series 2017 May 2017 LEARNING FOR IMPACT Using Data to Improve Performance

LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Page 1: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

SFFThrivingNonprofitSectorSeries2017May2017

LEARNINGFORIMPACTUsingDatatoImprovePerformance

Page 2: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Welcome!

Page 3: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

3

Today’sspeakers

§ Presenter:

StevenLaFrance,FounderandCEO,LearningforAction

§ PanelSpeaker:

EliseCutini,CEOSiliconValleyChildren’sFund

Page 4: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Join the ConversationHave your cell phone ready to answer our poll questions throughout the presentation.

Text SOBRATOFDN to 22333 to join the conversation. You will receive text confirmation that you’ve joined the session

and can then respond to multiple polling questions.

You may also reply via web at PollEv.com/sobratofdn

Join us on twitter at #LearningforImpact

Page 5: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,
Page 6: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,
Page 7: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,
Page 8: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,
Page 9: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Today’sAgenda

9

ToolsandConceptsforEvaluationandLearning

CaseStudy:SiliconValleyChildren’sFund

IntroductiontoTheSobratoImpactLab

Closing,Lunch,&Networking

Page 10: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Objectives

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Understandbasicconcepts

Becomeinspiredtotakeaction

Gainaccesstonewtoolsandresources

GetexcitedabouttheSobratoImpactLab

Page 11: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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ToolsandConceptsforEvaluationand

Learning

Page 12: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

WhyshouldIcare?

Page 13: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Todemonstrateeffectiveness

Todemonstrate

“socialreturnon

investment”

Todemonstrateandreplicatewhatworks

ToPROVE

Evaluationforaccountability,fundraising andpolicydevelopment

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Page 14: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Toimproveprogramdesign

Toimprovepractice

Toinformstrategicplanning

anddecision-making

ToIMPROVE

Evaluationforlearning andcontinuousimprovement

14

Page 15: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Mostimportantly…

ToEMPOWERAndtakechargeofyour:

15

Page 16: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,
Page 17: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Whatneedstobeinplaceforevaluationand

learning?

Page 18: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

The3C’sofEvaluationandLearning

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*Values*CommunicationProcesses

*Relationships

*Time*Systems*Resources

Culture

ContinuousImprovement

*ProgramModel*TheoryofChange

*Data

Page 19: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

WhatisaTheoryofChange?

19

Whatyoudo,why

Withwhom

Howyoudo

it

Towhatend

Page 20: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

TheoryofChange:WritingDowntheRecipe

20

Page 21: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

ComponentsofaTheoryofChange

21

2.ProgramModel

1.NeedThe“why”

a.TargetPopulationThe“who”

b.Components&ActivitiesThe“what”

c.OutcomesThe“Towhatend”

3.HypothesisThestakeintheground

Page 22: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

YourDataRoadmap

22

TargetPopulation

Components&Activities Outcomes

Collectdataoneachpartofthemodel

Numbersserved,characteristics Participation Change

Page 23: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Questions?

Page 24: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

24

CaseStudy:SiliconValleyChildren’sFund

EliseCutini,CEO

Page 25: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Silicon Valley Children’s Fund

MISSIONImproving education and life outcomes for foster youth.Foster youth in Silicon Valley are self-reliant.① Youth-advised innovation② Cost-effective social solutions③ Cross sector collaboration

VISION

VALUES

① Identify gaps in services② Convene partners to develop strategies③ Create, test, and scale innovative solutions

STRATEGY

Page 26: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

N=All Target for Santa Clara County (~600 between the ages of 14-21)

2016

2017

2018

2019

► Served 384 youth

► Serving 400 youth

► Target 445 youth

► Target 518 youth

3% FY National College Graduation Rate

SVCF Scholars graduate college at 10x the National Rate

A 10-year commitment to self-reliance for foster youth.

Page 27: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

The Evolution to becoming a stronger learning organization

Data in ExcelSet metrics and targets

Program year-end reports, challenging our outcomes

Employee performance tied to outcome and output objectives

All-staff annual continuous improvement retreat to set objectives

Developed Program Model and Theory of Change, implemented new data system

Utilizing real-time data on program quality, engagement and progress

►2009 ►2012 ►2013 ►2015 ►2016 ►2017

Proving

Improving without a point of reference

Improving with data against theory of change

Page 28: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Why should we do this data collection & evaluation?

►Leads to good questions and important conversations►Creates curiosity, allowing for creativity►Builds strong storytelling about why you are doing this and

how it is having an impact►Moves you away from a “one-size-fits-all” approach►Keeps employees engaged, builds ownership

►Builds innovation into your culture…we all love to create!

Page 29: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Ways to get started at any level

Reward Curiosity

Get comfortable with “bad” information

Inject culture with continuous improvement

Gather constituent voice

Start measuring what you can

Keep it simple and have fun with it

Internal reflection, not external selling

Page 30: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Start at the end and work your way backwards

Why you do what you do How you do it What you

claim to do

What your constituents

say / think you do

►What can you measure in each of these areas?

Opportunities for learning and improving areembedded in each of these!

Page 31: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

LearningfromtheData:SiliconValleyChildren’sFund

Page 32: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

“Step Up” Program Recruiting Pipeline

KeyTakeaways:§ Only8youthmetthe

originaltargetpopulationcriteriaasdefinedinourTheoryofChange.

§ WeexpandedeligibilitybyusingabroaderGPArangeandloweredtheminimumnumberofunitsaccumulated.

70

61

8

0

10

20

30

40

50

60

70

80

#of12thGradersinFosterCarein

SCC

RecordsReviewed

MetCriteria

Page 33: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Step Up Program:Student Engagement by Activity

16

13

1110

98

4

7

4

109

12

0

2

4

6

8

10

12

14

16

18

20

SUCommitmentLetterSigned

Receivedanytutoring

Referredfortutoring

CompletedYESApplication

Atleast1CCPlacementTestPrepSession

Orientation

StudentEngagement

Yes No

KeyTakeaways:§ Student

engagementinprogramactivitiesvaries.

§ Wewanttoincreasethenumberofstudentsreceivingtutoring.

Page 34: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

OnTrack85%

NotOnTrack15%

Step Up Student Progress:On Track To Graduate

Ourontrackgraduationgoalwas80%.Weareexceedingthisgoal!

N=20OnTracktoGraduate

GradPlan55%

NoGradPlan,45%

N=20

MetwithCoachandAcademicCounselorforGraduationPlan

Page 35: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

PairShare:

WhatisonethingthatyouwilltakeawayANDDO basedonthepresentationandcasestudy?

Page 36: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Page 37: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

PurposeoftheImpactLab

Expandandaccelerateeffortstoevaluateandlearnfrom

theimpactofyourwork

Page 38: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

ProgramDetails

1. FullGroupInstructionalSessionsØ Twofull-daysessionsperyearwith2-3participantsperorganizationusinginstruction,breakoutsessionsandpeerlearning

2. CoachingØ 8hourspermonthperorganizationoftailoredone-on-onecoachingwithaseasonedconsultant

3. ReflectionandLearningØ Ongoingassessmentofwhat’sworkingandwhatcouldbeimproved

Page 39: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Timeline

Sept‘17

Feb‘18

LearningSession1LayingtheFoundation

withTheoryofChange

LearningSession2DevelopingMetricsandMeasurement

Tools

Sept‘18

Feb‘19

LearningSession3

AnalyzingandReportingonDatafor

ReflectionandLearning

LearningSession4

SustainablyEmbeddingData-DrivenLearning

withintheOrganization

Phase1 Phase2

Mar‘19

InitiativeCompletion

Event

Page 40: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

Questions?

Page 41: LEARNING FOR IMPACT - The Sobrato Organization · LEARNING FOR IMPACT Using Data to Improve Performance. Welcome! 3 Today’s speakers § Presenter: Steven LaFrance, Founder and CEO,

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Thankyou!