1 AECF and RBA: A Journey Into the Past, Present and Future.

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AECF and RBA:

A Journey Into the Past, Present

and Future

Presentation Overview

1. AECF Overview2. Our RBA Journey

History Present Future

3. Summary4. Questions & Answers

The Annie E. Casey Foundation

The Annie E. Casey Foundation (AECF) dedicates all of its resources

to creating a brighter future for vulnerable children in America. FAMILY OPPORTUNITY COMMUNITY

We foster public policies, human services practices, and community supports that help struggling families meet their children’s needs.

AECF Quick Facts

o Founded: 1948

o President/CEO: Dr. Patrick T. McCarthy

o Headquarters: Baltimore, Maryland

o Staff: 201

o Assets: $2.7 Billion (#24 in the U.S.)

o 2014 Budget: $174 Million

The Annie E. Casey Foundation creates a brighter future for the nation’s children by developing solutions to strengthen

families, build paths to economic opportunity and transform struggling communities into safer and healthier places to

live, work and grow.

AECF Mission

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AECF Strategic Framework

All children and youth have a nurturing and

supportive family

• Child Welfare System Reform

• Juvenile Justice System Reform

• Evidence-Based Practice

• Frontline Practice Reform

• Casebook

• Jim Casey Youth Opportunities Initiative

• Workforce Development

• Tax Credits and Asset Building

• Centers for Working Families

• Strategies for Special Populations

• Housing and Quality Services

• Grade-Level Reading Campaign

• Two-Generation Approaches

• Youth Economic Success

• Atlanta Civic Site

• Baltimore Civic Site

• Family-Centered Community Change

• Influencing the Field

All families achieve financial stability and their children are

on a path to success

All families live in thriving communities that support their

financial stability and their children’s development

DEVELOPING CAPACITY TO SCALEKIDS COUNT

and State Policy

National Policy

Reform

Strategic Communications

Policy, Civic and Philanthropic Partnerships

Talent and Leadership

Development

Research, Evaluation and

Learning

Social Investments

Family Opportunity CommunityAll Children in the U.S. have a Bright Future

AECF’s RBA History: How it All Started

o Culture of using data to inform decision-making

o Flagship KIDS COUNT index and data book since 1990

o RBA introduced over a decade ago to allow AECF to:

Identify population results Align data and work with population results Tell a more cohesive story about the

Foundation’s work

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AECF’s RBA History: Why RBA Was Chosen

o Consistency with AECF culture

o RBA framework has population and performance accountability

o Supports data-driven, transparent decision making

o Identifies appropriate levels of performance accountability

Aligns the work of each unit to the Foundation's stated results

o Incorporates the use of qualitative data to help communicate how we are able to Turn the Curve

o Is a common sense, easy-to-use framework and approach8

AECF’s RBA History: How We Incorporated the RBA Framework

o Results-Based Leadership (RBL) training for all staff (July 2013 – October 2014) Six days of training for units, Senior Leadership and select

consultants Unit training co-designed with individual units

o Products and tools developed that support the work

o Post-RBL technical assistance provided to units and teams across the Foundation

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Results Based Accountability at Casey

All Children in the U.S. have a Bright Future

Race for Results Index -Twelve birth-to-adulthood

family and community indicators

How much? How well? Difference made?

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AECF’s RBA History: How the Process Is Unfolding

Performance Management Protocol

1.Decide on Performance

Measures

2.Buy-in/Take-up with Key

Stakeholders

3. Develop a Data Collection

Plan

4. Data Collection and

Analyses

5. Assess Data to Inform

Decision Making

6. Communicate with Key

Stakeholders

Supports staff in the development of performance measures

Builds capacity for units to regularly track, analyze and use performance data

Develops tools for applying and using performance measures

AECF’s RBA History: How the Process Is Unfolding

o Ongoing technical assistance across the Foundationo Focus on clarifying:

Contributions of each unit/team to population results Program-level results Performance measures

High action and high alignment, including ensuring that the unit measures are aligned with Foundation results

o Headline measures identified for all units (including program units, capacity building units and infrastructure units)

AECF’s RBA History: How the Process Is Unfolding

o Increasing # of units/portfolios supported by PM Portfolio

o Use of common language

o Implementation challenges encountered (anticipated and unanticipated)

o Culture shift underway throughout AECF

o Change management process undertaken to facilitate and speed up the work

AECF’s RBA History: Where We Are Now

o Results Scorecard system selected

o 18-month performance management system pilot in progress Family-Centered Community Change

(FCCC) Research, Evaluation and Learning

(REAL) KIDS COUNT**

**Possible pilot group

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Developed unit’s results statement Developed unit’s performance

measures RBA refresher and introduction to

Results Scorecard were done Refined performance measures and

identified headline measures Developed data collection plan,

including frequency and methods

Introduce grantees to Results Scorecard

Train grantees on Results Scorecard system

Undertake data collection and analyses

Develop unit-level scorecard Assess data to inform decision

making Communicate with key stakeholders

(internal and external)

AECF’s RBA History:REAL Unit’s Experience

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1. All AECF staff understand and incorporate RBA into their work

2. All AECF units and portfolios regularly measure and report on their performance

3. All AECF staff routinely use performance and results data for decision-making and strategy improvement

4. There will be greater alignment across the Foundation related to:

o The annual budgeting and grant making processes

o Decision-making & Collaboration

All Casey staff, partners, and grantees who impact the lives of children, families and communities will make research-informed and data-driven decisions to improve the lives and outcomes of children

AECF’s RBA History:Vision for the Future

AECF’s RBA Journey:Summary

o Multi-year effort to incorporate RBAo All units have performance measureso Greater alignment of grant making activities with desired population-level resultso Steady progress; culture change underwayo 6-step PM Protocol tool supports the worko Web-based data collection tool implemented (Results Scorecard)o Ongoing TA and support to train both staff and granteeso Expansion to additional units and teams over timeo Broader agenda to influence the field of philanthropy

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AECF RBA Journey

Questions

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