Creating a Dashboard for Frontline Staff to Improve
Performance
Training Institutes 2010Shannon 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
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
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 metrics2. Figure out how to capture the information
Steps to Build a Dashboard
1. Identify key performance metrics2. Figure out how to capture the information3. Figure out how to deliver the information
Dashboards
Dashboards
Dashboards
Dashboards
Dashboards
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!
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
