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Simple Measures,
Big Results:
How to Collect,
Analyze, and Share
Program Impact Data
May 28, 2019
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Presenters
Mike Yeaton
Chief Strategy Officer
Empire Health
Data and Innovation Consultant
TechSoup
Neetu Rohith
Digital Marketing Analyst
TechSoup
Katia Williams
Impact Data Intern
TechSoup
Sima Thakkar
Senior Manager, Content
TechSoup
Assisting with chat:
Zerreen Kazi, TechSoup
Katia Williams
Impact Data Intern
TechSoup
Neetu Rohith
Digital Marketing
Analyst
TechSoup
Mike Yeaton
Chief Strategy Officer
Empire Health
Data & Innovation Consultant,
TechSoup
Zerreen Kazi
Marketing
Associate
TechSoup
Sima Thakkar
Senior Manager,
Content
TechSoup
Simple Measures, Big Results
How to Collect, Analyze and Share Program Impact Data
Speakers
• Mike Yeaton
• Neetu Rohith
• Katia Williams
Finding the Middle Path
Outline
• Traditional Evaluation
• Proxy Measures
• Basic Analysis
• Dynamic Dashboarding
• Special Offer!
Traditional Evaluation
• Intended to prove that A influences B
• e.g. A=health education, B=smoking
• Control group for comparison
• Data sharing agreements, IRB review
• Many outcome / process measures
• One time process / insights at end
• Third party evaluators / costly
• Funder driven
Poll #1
Program Example: Rising Strong
• Helps families at risk of child
removal
• Provides housing, treatment,
wraparound services
• Serves up to 30 families
concurrently
https://www.seattletimes.com/education-lab/facing-opioid-and-foster-care-crisis-spokanes-rising-strong-seeks-to-keep-families-together/
Program Example: Rising Strong
Evaluation Plan:
• Required to allocate 20% ($600k)
for evaluation
• Hired university research team
• Five-year study of ~100 families
• Matched comparison group (data
sharing agreement needed)
• 35+ outcome measures
The Problem with Traditional Evaluation
• Cost
• Getting the data
• One time results at the end
• Respecting historical context
• Replicability of results?
“We found that client drinking outcomes
were highly predictable from the extent to
which therapists had manifested empathy”
- Bill Miller, “Rediscovering Fire”
What's the Alternative?
• Proxy measures
• Basic analysis
• Dynamic dashboarding
What is a Proxy?
• Substitutes something we can
measure for something we
can’t
• Proven relationship to
outcomes we are seeking
• Lightweight and low cost
• Supports ongoing monitoring of
changes
Program Example: Aging Services
Overview:
• Portfolio of programs to improve
health and well-being of seniors
• Variety of program models:
health coaching, telehealth, care
coordination
• Variety of community partners
and participants
• What measure did we choose?
Patient Activation Measure
Attributes:
• Measures confidence to manage
one’s own health (activation)
• Inexpensive
• Easy to administer
• Supports frequent collection
(every client every 3 months)
https://www.insigniahealth.com/products/pam-survey
Link to Outcomes:
• “Significantly more likely to perform self-management
behaviors, use self-management services, and report high
medication adherence.”
• “We found that higher patient activation predicted better
depression outcomes.”
• “Positively associated with higher functional
status, health care quality, and adherence to some
health behaviors.”
• “Each point increase in PAM score correlates to a 2%
decrease in hospitalization and 2% increase in medication
adherence.”
• Among cancer patients, “Higher activated patients are
more than 9 times more likely to feel their treatment
plans reflect their values, 4.5 times more likely to cope
with side effects, and almost 3.3 times more likely to
initiate a healthier diet after their diagnosis”
Even Simpler: Single Question Surveys
“A substantial body of international research
has reported the item to be significantly and
independently associated with specific health
problems, use of health services, changes in
functional status, recovery from episodes of ill
health, mortality, and sociodemographic
characteristics of respondents.”
https://jech.bmj.com/content/59/5/342
https://www.cdc.gov/brfss/index.html
Basic Analysis
Poll 2
The Problem with Averages
Why Do We Get it Wrong?
People have erroneous intuitions
about the laws of chance.
In particular, they regard a sample
randomly drawn from
a population as highly
representative, that is, similar to
the population in all essential
characteristics.
- Kahneman and Tversky, “Belief in
the Law of Small Numbers” (1974)
A Brief Detour…
Concept 1: Correlation
• Correlation (r) is a measure of the strength of
the relationship between two variables
• For example the round of PAM survey and the
client score
• Considers all the data not just the last round
• Correlation may be characterized:
• 0.5 - 1: Strong
• 0.3 – 0.5: Moderate
• Below 0.3: Weak or negative
Takeaway: Correlation (r) measures strength and the closer to 1 the better
Concept 2: Significance
• Significance (p) measures the validity of the
relationship
• Based on the amount of data and strength of
the result
• Measures the likelihood our results could
occur by chance
• A value of < 0.05 says there is less than a 5%
chance our result could be random chance
Takeaway: Significance (p) measures validity and the closer to 0 the better
In Conclusion…
Rightsizing Evaluation:
• Choose a lightweight proxy
measure with demonstrated
relationship to your objectives
• Collect data on continuous basis
• Analyze correlation(r) and
significance(p) in outcome data
• This can be done in 1 line of code
• Help is available!
• Share the results to demonstrate
impact and adjust strategies
Limitations:
• This is a simplified but (I believe)
useful model
• We are focused on outcomes not
'proving' causal relationship
• There is meaningful information about
people and communities that can
never be quantified
“All models are wrong, some are useful”
- George Box
Dashboarding
Dashboards
and Sharing
with Power
BI
• Create simple yet powerful visualizations
• Connect to flexible data sources : Files,
Content Packs, Databases
• Similar to Tableau
• View your dashboards and shared
dashboards using your Mobile devices:
iPhones, iPads, Android phones, tablets,
Windows 10 devices etc.
• Build dashboards easily in a short period of
time
• Choose who you want to share your reports
with – more secure
• Schedule Auto refreshes with Power
BI Service
• Build reports using the free desktop
version: https://powerbi.microsoft.com/en-
us/downloads/
• Nonprofit Power BI Pro cost: $3 per
license per month
Create basic reports and
visualizations
DEMO
Special Offer!
• The TechSoup Impact Data team is offering (3) free half-day
consultation / dashboard prototype sessions for registered nonprofits
• Sessions will be held in June at a time to be arranged
• If interested send email to myeaton@techsoup.org
• Tell us about your challenge and (if possible) include sample
spreadsheet or .csv file
• Do not include any private or sensitive data!
• You do not need a Power BI license to participate (but should have
free desktop version installed)
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Simple Measures, Big Results: Measuring Program Impact Data

  • 1. Simple Measures, Big Results: How to Collect, Analyze, and Share Program Impact Data May 28, 2019
  • 2. Using ReadyTalk Chat to ask questions All lines are muted If you lose your Internet connection, reconnect using the link emailed to you. You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events-webinars You will receive an email with this presentation, recording, and links Tweet us @TechSoup and use hashtag #tswebinars
  • 3. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map?
  • 4. Acclivity Adobe Alpha Software Atlas Business Solutions Atomic Training Autodesk Azavea BetterWorld Bitdefender Blackbaud Bloomerang Box Brocade Bytes of Learning Caspio CauseVox CDI Computer Dealers Cisco Citrix CitySoft CleverReach ClickTime Closerware Comodo Connect2Give Dell Dharma Merchant Services Digital Wish Dolby DonorPerfect Efficient Elements FileMaker GoDaddy GrantStation Guide By Cell Headsets.com Horizon DataSys HR Solutions Partners Huddle Idealware InFocus Informz InterConnection Intuit JourneyEd Litmos Little Green Light Mailshell Microsoft Mobile Beacon NetSuite Nielsen NonProfitEasy O&O Software Quickbooks Made Easy Reading Eggs ReadyTalk Red Earth Software Sage Software Shopify Simple Charity Registration Skillsoft Smart Business Savings Society for Nonprofit Organizations Sparrow Mobile Symantec Tableau TechBridge Tech Impact Teespring Telosa Tint Ultralingua Western Digital Zoner
  • 5. Presenters Mike Yeaton Chief Strategy Officer Empire Health Data and Innovation Consultant TechSoup Neetu Rohith Digital Marketing Analyst TechSoup Katia Williams Impact Data Intern TechSoup Sima Thakkar Senior Manager, Content TechSoup Assisting with chat: Zerreen Kazi, TechSoup Katia Williams Impact Data Intern TechSoup Neetu Rohith Digital Marketing Analyst TechSoup Mike Yeaton Chief Strategy Officer Empire Health Data & Innovation Consultant, TechSoup Zerreen Kazi Marketing Associate TechSoup Sima Thakkar Senior Manager, Content TechSoup
  • 6. Simple Measures, Big Results How to Collect, Analyze and Share Program Impact Data
  • 7. Speakers • Mike Yeaton • Neetu Rohith • Katia Williams
  • 9. Outline • Traditional Evaluation • Proxy Measures • Basic Analysis • Dynamic Dashboarding • Special Offer!
  • 10. Traditional Evaluation • Intended to prove that A influences B • e.g. A=health education, B=smoking • Control group for comparison • Data sharing agreements, IRB review • Many outcome / process measures • One time process / insights at end • Third party evaluators / costly • Funder driven
  • 12. Program Example: Rising Strong • Helps families at risk of child removal • Provides housing, treatment, wraparound services • Serves up to 30 families concurrently https://www.seattletimes.com/education-lab/facing-opioid-and-foster-care-crisis-spokanes-rising-strong-seeks-to-keep-families-together/
  • 13. Program Example: Rising Strong Evaluation Plan: • Required to allocate 20% ($600k) for evaluation • Hired university research team • Five-year study of ~100 families • Matched comparison group (data sharing agreement needed) • 35+ outcome measures
  • 14. The Problem with Traditional Evaluation • Cost • Getting the data • One time results at the end • Respecting historical context • Replicability of results? “We found that client drinking outcomes were highly predictable from the extent to which therapists had manifested empathy” - Bill Miller, “Rediscovering Fire”
  • 15. What's the Alternative? • Proxy measures • Basic analysis • Dynamic dashboarding
  • 16. What is a Proxy? • Substitutes something we can measure for something we can’t • Proven relationship to outcomes we are seeking • Lightweight and low cost • Supports ongoing monitoring of changes
  • 17. Program Example: Aging Services Overview: • Portfolio of programs to improve health and well-being of seniors • Variety of program models: health coaching, telehealth, care coordination • Variety of community partners and participants • What measure did we choose?
  • 18. Patient Activation Measure Attributes: • Measures confidence to manage one’s own health (activation) • Inexpensive • Easy to administer • Supports frequent collection (every client every 3 months) https://www.insigniahealth.com/products/pam-survey Link to Outcomes: • “Significantly more likely to perform self-management behaviors, use self-management services, and report high medication adherence.” • “We found that higher patient activation predicted better depression outcomes.” • “Positively associated with higher functional status, health care quality, and adherence to some health behaviors.” • “Each point increase in PAM score correlates to a 2% decrease in hospitalization and 2% increase in medication adherence.” • Among cancer patients, “Higher activated patients are more than 9 times more likely to feel their treatment plans reflect their values, 4.5 times more likely to cope with side effects, and almost 3.3 times more likely to initiate a healthier diet after their diagnosis”
  • 19. Even Simpler: Single Question Surveys “A substantial body of international research has reported the item to be significantly and independently associated with specific health problems, use of health services, changes in functional status, recovery from episodes of ill health, mortality, and sociodemographic characteristics of respondents.” https://jech.bmj.com/content/59/5/342 https://www.cdc.gov/brfss/index.html
  • 22. The Problem with Averages
  • 23. Why Do We Get it Wrong? People have erroneous intuitions about the laws of chance. In particular, they regard a sample randomly drawn from a population as highly representative, that is, similar to the population in all essential characteristics. - Kahneman and Tversky, “Belief in the Law of Small Numbers” (1974)
  • 25. Concept 1: Correlation • Correlation (r) is a measure of the strength of the relationship between two variables • For example the round of PAM survey and the client score • Considers all the data not just the last round • Correlation may be characterized: • 0.5 - 1: Strong • 0.3 – 0.5: Moderate • Below 0.3: Weak or negative Takeaway: Correlation (r) measures strength and the closer to 1 the better
  • 26. Concept 2: Significance • Significance (p) measures the validity of the relationship • Based on the amount of data and strength of the result • Measures the likelihood our results could occur by chance • A value of < 0.05 says there is less than a 5% chance our result could be random chance Takeaway: Significance (p) measures validity and the closer to 0 the better
  • 27. In Conclusion… Rightsizing Evaluation: • Choose a lightweight proxy measure with demonstrated relationship to your objectives • Collect data on continuous basis • Analyze correlation(r) and significance(p) in outcome data • This can be done in 1 line of code • Help is available! • Share the results to demonstrate impact and adjust strategies Limitations: • This is a simplified but (I believe) useful model • We are focused on outcomes not 'proving' causal relationship • There is meaningful information about people and communities that can never be quantified “All models are wrong, some are useful” - George Box
  • 30. • Create simple yet powerful visualizations • Connect to flexible data sources : Files, Content Packs, Databases • Similar to Tableau • View your dashboards and shared dashboards using your Mobile devices: iPhones, iPads, Android phones, tablets, Windows 10 devices etc. • Build dashboards easily in a short period of time • Choose who you want to share your reports with – more secure
  • 31. • Schedule Auto refreshes with Power BI Service • Build reports using the free desktop version: https://powerbi.microsoft.com/en- us/downloads/ • Nonprofit Power BI Pro cost: $3 per license per month
  • 32. Create basic reports and visualizations DEMO
  • 33. Special Offer! • The TechSoup Impact Data team is offering (3) free half-day consultation / dashboard prototype sessions for registered nonprofits • Sessions will be held in June at a time to be arranged • If interested send email to [email protected] • Tell us about your challenge and (if possible) include sample spreadsheet or .csv file • Do not include any private or sensitive data! • You do not need a Power BI license to participate (but should have free desktop version installed)
  • 34. Q&A This is your chance! Use the chat box to ask us any questions you have about this presentation.
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  • 36. Join us for our upcoming webinars. 6/4 How to Select the Right Technology for Fiscal Year-End 6/18 How Teach for America Uses Online Surveys Archived Webinars: www.techsoup.org/community-events
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