Creating a Dashboard for Frontline Staff to Improve

Performance

Training Institutes 2010

Shannon Van Deman, MBA

Knute Rotto, ACSW

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

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.

LEGEND

Eastern Region

AL

FL

SC

TN

KY

IN

OH

NC

PA

ME

VA

NY

CT

WV

MD NJ

VTNH

MA

DE

RI

- USA Eastern Region

MI

GA

220180

100

80

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

PLAN

Child WelfareTeacher

FamilyPastor

Friend Mental Health/Substance Abuse

Care Coordinator

Care Coordination

Case RateProvider Network

Why Use a Dashboard?

• Simple presentation of information

• Available as needed

• Common language

• Improves performance

Who Should Use a Dashboard?

• Board of Directorso Growing focused

• Executive managemento Improvement focused

• Frontline staffo Operations focused

Steps to Build a Dashboard

1. Identify key performance metrics

Choices’ Dashboard: Key Performance Metrics

• Youth and family functioning• Time spent with youth and families• Dollars spent on youth and families• Service mix

Steps to Build a Dashboard

1. Identify key performance metrics

2. Figure out how to capture the information

Steps to Build a Dashboard

1. Identify key performance metrics

2. Figure out how to capture the information

3. Figure out how to deliver the information

Dashboards

Dashboards

Dashboards

Dashboards

Dashboards

Steps to Build a Dashboard

1. Identify key performance metrics

2. Figure out how to capture the information

3. Figure out how to deliver the information

4. Introduce the dashboard to staff

- Lesson Learned - Roll out is KEY!

Next Steps: Fun Future Directions

Ticker Tapes

“Business School”

CORPORATE NAMES

Visualizing Demographics

Visualizing Strengths & Needs

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

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

Thank You!

www.ChoicesTeam.orgChoices, Inc.

4701 N. Keystone Ave.Suite 150

Indianapolis, IN 46205(317) 726-2121