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The Center for What Works
The Urban Institute                                                             3074 West Palmer Boulevard
2100 M Street, NW                                                               Chicago, Illinois 60647
Washington, D.C. 20037                                                          (773) 398-8858
(202) 833-7200



Candidate Outcome Indicators: Affordable Housing Program
Implementing an outcome monitoring process enables organizations to track progress in achieving the
program’s mission. With this information, program managers can better develop budgets, allocate
resources and improve their services. This document includes the following suggestions for starting or
improving outcome measurement efforts:

1. Outcome sequence chart – Identifies key outcomes presented in the sequence that are normally
   expected to occur. The chart illustrates how one outcome leads to the next and identifies specific
   indicators that might be used to track each outcome. Intermediate outcomes tend to be on the left,
   and end (or final) outcomes are on the right. The program description at the top of the chart is
   meant to encompass a range of similar programs.
2. Candidate outcome indicators – Lists outcomes and associated indicators as a starting point for
   deciding which outcomes to track. They were chosen based on a review of the program area and
   consultation with program experts. Only outcome indicators are included (not physical outputs,
   such as number of classes held; not efficiency, such as cost per counseling session; and not
   organization issues, such as success in fundraising or staffing). The focus is on program
   beneficiaries (clients, customers, citizens, participants) and what has been accomplished for them.
   A data source or collection procedure is suggested for each indicator.

Suggestions and Limitations for Use of the Materials
•   Involve others in deciding which outcomes and indicators to track. Obtain input from staff, board
    members, and clients. As an early step, prepare your own version of an outcome sequence chart–
    one that you believe fits the needs of your program.
•   Review the project report for additional ideas on relevant indicators and additional resources:
    Building a Common Framework to Measure Nonprofit Performance.
•   Tabulate the outcome information by various categories of clients to see if outcomes are different
    for different clients (e.g., gender, age group, income level, handicap level, and race/ethnicity). Use
    that information to help better target your efforts.
•   Start with a small number of the indicators, especially if you have had only very little experience
    with such data collection and have very limited resources. Add more outcomes and indicators to
    the performance measurement system later, as you find that information is likely to be useful.
•   Outcome information seldom, if ever, tells why the outcomes have occurred. Many internal and
    external factors can contribute to any outcome. Instead, use the outcome data to identify what
    works well and what does not. Use the data to determine for which categories of clients your
    procedures and policies are working well and for which they are not working well. To the extent
    that the program is not working as well as expected, then attempt to find out the reasons. This
    investigation process leads to continuous learning and program improvement.
Affordable Housing Program Description
  For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and communities, by helping to develop, produce and manage
  low-cost affordable housing in safe neighborhoods including rental units and home ownership programs. This program area does not include support services. Organizations
  providing support services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth mentoring, prisoner re-entry.

  Outcomes Sequence Chart
                                               Intermediate Outcomes                                                                                                End Outcomes




                                                   Increased                                                                                                      Increased long-         Improved
OUTPUT             Increased access                housing                    Increased                  Increased                  Increased resident            term housing            quality of life
Develop            to available                    applications               neighborhood               housing                    safety                        opportunities           for families/
affordable         affordable                      received from              support for                opportunities                                                                    neighborhood
housing            housing                         target                     affordable                 for low-income
units                                              population                 housing                    families




  Indicators                                                                                                                                                                              16. Percent
                                                                                                                                  10. Number and percent
1-3. Number of         4. Number and          5. Number of             6. Number and percent        8. Number and percent of      of building code                13-14. Number and       increase in
housing projects       percent of target      applications for         of favorable policy          homebuyers/tenants: (a)       violations in the project,      percent of resident     investment dollars
receiving joint        population in          housing received         measures passed.             with low incomes              broken out by severity of       turnover and            in neighborhood
funding, amount of     jurisdiction X         from targeted                                         receiving housing             the violations.                 unit/house vacancy.     re-development.
loan funds available   without access to      population.                                           subsidies; (b) in minority
                                                                       7. Number and percent of
and number of loans    affordable housing.                                                          racial/ethnic/disability      11. Number, and rate, of
                                                                       community
received per year.                                                                                  groups.                       crimes in the housing           15. Number of           17. Number and
                                                                       residents/business in the
                                                                       area reporting a positive                                  neighborhood.                   legislative             percent of low-
                                                                                                    9. Number and percent of                                      policies passed to      income units in
                                                                       image towards the
                                                                                                    low-income families housed                                    create or protect       market-rate
                                                                       housing complex.                                        12. Number and
                                                                                                    in affordable, well-                                          long-term housing       neighborhood.
                                                                                                    maintained units.          percent of
                                                                                                                                                                  opportunities.
                                                                                                                               homeowners/tenants rating
                                                                                                                               their feeling of safety in and
                                                                                                                               around their homes as
                                                                                                                               satisfactory.

    Home owner/tenant
    satisfaction              Satisfaction with program services is an outcome that occurs within almost every program area, yet does not necessarily have a sequential placement. The indicators may
                              include: Number of homeowners/ tenants satisfied with application process and other processes in obtaining affordable housing; satisfaction with conditions and
                              maintenance of housing units; number of complaints received and satisfactorily resolved.

  Sources Consulted: Community Foundations, Living Cities, LISC, Business and Professional People for the Public Interest (BPI), Metis Associates, Illinois office of Governor – Housing, Lakefront
  Supportive Housing, Latinos United
AFFORDABLE HOUSING
Program Description:          For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and
                              communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental
                              units and home ownership programs. This program area does not include support services. Organizations providing support
                              services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth
                              mentoring, prisoner re-entry.
     Common Outcome               Program Specific Outcome                            Indicator                      Data Collection        Note          Outcome
                                                                                                                         Strategy                           Stage
 1 OUTPUT                     Develop affordable housing units      Number of housing projects having/receiving    Organizational       See Note # 1   Intermediate
                                                                    joint funding.                                 records
 2 OUTPUT                     Develop affordable housing units      Amount of loan fund available to support the   Program                             Intermediate
                                                                    program.                                       budget/financial
                                                                                                                   records
 3 OUTPUT                     Develop affordable housing units      Number of loans received (per year) to         Program                             Intermediate
                                                                    support the program.                           budget/financial
                                                                                                                   records
 4 Increased Access to        Increased access to available         Number and percent of target population in     Survey of            See Note # 2   Intermediate
   Services                   affordable housing                    jurisdiction X without access to affordable    jurisdiction;
                                                                    housing.                                       homeless,
                                                                                                                   transitional shelter
                                                                                                                   records, local
                                                                                                                   church records

 5 Increased Participation/   Increased housing applications        Number of applications for housing received    Program records    See Note # 2 Intermediate
   Attendance                 available from target population      from targeted population.
 6 Increased Support          Increased neighborhood support for    Number and percent of favorable policy       Review of official See Note #3        Intermediate
                              affordable housing                    measures passed.                             documents/local
                                                                                                                 government
                                                                                                                 records
 7 Increased Support          Increased neighborhood support for    Number and percent of community              Survey/interviews                     Intermediate
                              affordable housing                    residents/business in the area reporting a   of local area
                                                                    positive image towards the housing complex. residents and local
                                                                                                                 businesses
 8 Provide Direct Services    Increased Housing Opportunities for   Number and percent of homebuyers/tenants: Review of             See Note # 2       Intermediate
                              Low-Income Families                   (a) with low incomes/receiving housing       applications/
                                                                    subsidies; (b) in minority                   survey of
                                                                    racial/ethnic/disability groups.             accepted
                                                                                                                 applicants
 9 Provide Direct Services    Increased Housing Opportunities for   Number and percent of low income families    Program records/                      Intermediate
                              Low-Income Families                   housed in affordable, well-maintained units. survey of
                                                                                                                 neighborhood
                                                                                                                 residents
AFFORDABLE HOUSING
Program Description:         For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and
                             communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental
                             units and home ownership programs. This program area does not include support services. Organizations providing support
                             services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth
                             mentoring, prisoner re-entry.
      Common Outcome              Program Specific Outcome                        Indicator                    Data Collection        Note        Outcome
                                                                                                                   Strategy                         Stage
10 Client Satisfaction       Increased resident safety          Number and percent of building code           Local government                 Intermediate
                                                                violations in the project, broken out by      records
                                                                severity of the violations.
11 Client Satisfaction       Increased resident safety          Number, and rate of crimes in the housing     Local government See Note # 4 Intermediate
                                                                neighborhood.                                 or agency records;
                                                                                                              survey of tenants

12 Client Satisfaction       Increased resident safety          Number and percent of homeowners/tenants Survey of tenants                     Intermediate
                                                                rating their feeling of safety in and around
                                                                their homes as satisfactory.

13 Provide Direct Services   Increased long-term housing        Number and percent of turnover of residents. Program Records                   End
                             opportunities
14 Provide Direct Services   Increased long-term housing        Number and percent of unit/house vacancy.     Program Records                  End
                             opportunities
15 Provide Direct Services   Increased long-term housing        Number and percent of legislative policies    Review of official   See Note # 5 End
                             opportunities                      passed to create or protect long-term housing documents/Local
                                                                opportunities.                                government
                                                                                                              records
16 Increased Incidence of    Improved quality of life for       Percent increase in investment dollars in     Program                          End
   Desireable Activity or    families/neighborhood              neighborhood re-development.                  Budget/Financial
   Condition                                                                                                  Records
17 Increased Incidence of    Improved quality of life for       Number and percent of low-income units in     Organizational       See Note # 6 End
   Desireable Activity or    families/neighborhood              market-rate neighborhood.                     Records
   Condition
   Client Satisfaction       Home owner/tenant satisfaction     Indicators include: Number of homeowners/ Survey of                See Note # 7 End
                                                                tenants satisfied with application process and tenants/Program
                                                                other processes in obtaining affordable        Records
                                                                housing; satisfaction with conditions and
                                                                maintenance of housing units; number of
                                                                complaints received and satisfactorily
                                                                resolved.
AFFORDABLE HOUSING
Program Description:         For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and
                             communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental
                             units and home ownership programs. This program area does not include support services. Organizations providing support
                             services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth
                             mentoring, prisoner re-entry.



  Note # 1: Sources of funding could be from grants: foundations or local, state or federal government
  Note # 2: Population types may include: racial and minority groups, immigrants, ex-offenders, low income bracket
  Note # 3: Policy measures such as: whether an inclusivity ordinance was passed in support of affordable housing; number of developments with affordable housing
  units that renew subsidized contracts. See Advocacy program area
  Note # 4: Crimes include murder, rape, robbery, aggravated assault, burglary, larceny, motor vehicle theft, and arson
  Note # 5: Long-term is defined to refer to a rental period of 1 year or the potential for ownership with a 30 year mortgage
  Note # 6: Market-rate is defined as housing not requiring government subsidy
  Note # 7: Satisfaction with program services is an outcome that occurs within almost every program area, yet does not necessarily have a sequential placement


  General Notes:
  Note that same data collection strategies could be used to gather information for various indicators.
  People may not agree with designations presented here of "intermediate" or "end" outcome stage. While these designations are generally the common order of
  events for this program area, some organizations may order events differently. The important issue is what should be measured and its relative significance, not
  how it is labeled.

  Sources Consulted: Community Foundations, Living Cities, LISC, Business and Professional People for the Public Interest (BPI), Metis Associates, Illinois office of
  Governor - Housing, Lakefront Supportive Housing, Latinos United

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Affordable Housing

  • 1. The Center for What Works The Urban Institute 3074 West Palmer Boulevard 2100 M Street, NW Chicago, Illinois 60647 Washington, D.C. 20037 (773) 398-8858 (202) 833-7200 Candidate Outcome Indicators: Affordable Housing Program Implementing an outcome monitoring process enables organizations to track progress in achieving the program’s mission. With this information, program managers can better develop budgets, allocate resources and improve their services. This document includes the following suggestions for starting or improving outcome measurement efforts: 1. Outcome sequence chart – Identifies key outcomes presented in the sequence that are normally expected to occur. The chart illustrates how one outcome leads to the next and identifies specific indicators that might be used to track each outcome. Intermediate outcomes tend to be on the left, and end (or final) outcomes are on the right. The program description at the top of the chart is meant to encompass a range of similar programs. 2. Candidate outcome indicators – Lists outcomes and associated indicators as a starting point for deciding which outcomes to track. They were chosen based on a review of the program area and consultation with program experts. Only outcome indicators are included (not physical outputs, such as number of classes held; not efficiency, such as cost per counseling session; and not organization issues, such as success in fundraising or staffing). The focus is on program beneficiaries (clients, customers, citizens, participants) and what has been accomplished for them. A data source or collection procedure is suggested for each indicator. Suggestions and Limitations for Use of the Materials • Involve others in deciding which outcomes and indicators to track. Obtain input from staff, board members, and clients. As an early step, prepare your own version of an outcome sequence chart– one that you believe fits the needs of your program. • Review the project report for additional ideas on relevant indicators and additional resources: Building a Common Framework to Measure Nonprofit Performance. • Tabulate the outcome information by various categories of clients to see if outcomes are different for different clients (e.g., gender, age group, income level, handicap level, and race/ethnicity). Use that information to help better target your efforts. • Start with a small number of the indicators, especially if you have had only very little experience with such data collection and have very limited resources. Add more outcomes and indicators to the performance measurement system later, as you find that information is likely to be useful. • Outcome information seldom, if ever, tells why the outcomes have occurred. Many internal and external factors can contribute to any outcome. Instead, use the outcome data to identify what works well and what does not. Use the data to determine for which categories of clients your procedures and policies are working well and for which they are not working well. To the extent that the program is not working as well as expected, then attempt to find out the reasons. This investigation process leads to continuous learning and program improvement.
  • 2. Affordable Housing Program Description For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental units and home ownership programs. This program area does not include support services. Organizations providing support services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth mentoring, prisoner re-entry. Outcomes Sequence Chart Intermediate Outcomes End Outcomes Increased Increased long- Improved OUTPUT Increased access housing Increased Increased Increased resident term housing quality of life Develop to available applications neighborhood housing safety opportunities for families/ affordable affordable received from support for opportunities neighborhood housing housing target affordable for low-income units population housing families Indicators 16. Percent 10. Number and percent 1-3. Number of 4. Number and 5. Number of 6. Number and percent 8. Number and percent of of building code 13-14. Number and increase in housing projects percent of target applications for of favorable policy homebuyers/tenants: (a) violations in the project, percent of resident investment dollars receiving joint population in housing received measures passed. with low incomes broken out by severity of turnover and in neighborhood funding, amount of jurisdiction X from targeted receiving housing the violations. unit/house vacancy. re-development. loan funds available without access to population. subsidies; (b) in minority 7. Number and percent of and number of loans affordable housing. racial/ethnic/disability 11. Number, and rate, of community received per year. groups. crimes in the housing 15. Number of 17. Number and residents/business in the area reporting a positive neighborhood. legislative percent of low- 9. Number and percent of policies passed to income units in image towards the low-income families housed create or protect market-rate housing complex. 12. Number and in affordable, well- long-term housing neighborhood. maintained units. percent of opportunities. homeowners/tenants rating their feeling of safety in and around their homes as satisfactory. Home owner/tenant satisfaction Satisfaction with program services is an outcome that occurs within almost every program area, yet does not necessarily have a sequential placement. The indicators may include: Number of homeowners/ tenants satisfied with application process and other processes in obtaining affordable housing; satisfaction with conditions and maintenance of housing units; number of complaints received and satisfactorily resolved. Sources Consulted: Community Foundations, Living Cities, LISC, Business and Professional People for the Public Interest (BPI), Metis Associates, Illinois office of Governor – Housing, Lakefront Supportive Housing, Latinos United
  • 3. AFFORDABLE HOUSING Program Description: For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental units and home ownership programs. This program area does not include support services. Organizations providing support services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth mentoring, prisoner re-entry. Common Outcome Program Specific Outcome Indicator Data Collection Note Outcome Strategy Stage 1 OUTPUT Develop affordable housing units Number of housing projects having/receiving Organizational See Note # 1 Intermediate joint funding. records 2 OUTPUT Develop affordable housing units Amount of loan fund available to support the Program Intermediate program. budget/financial records 3 OUTPUT Develop affordable housing units Number of loans received (per year) to Program Intermediate support the program. budget/financial records 4 Increased Access to Increased access to available Number and percent of target population in Survey of See Note # 2 Intermediate Services affordable housing jurisdiction X without access to affordable jurisdiction; housing. homeless, transitional shelter records, local church records 5 Increased Participation/ Increased housing applications Number of applications for housing received Program records See Note # 2 Intermediate Attendance available from target population from targeted population. 6 Increased Support Increased neighborhood support for Number and percent of favorable policy Review of official See Note #3 Intermediate affordable housing measures passed. documents/local government records 7 Increased Support Increased neighborhood support for Number and percent of community Survey/interviews Intermediate affordable housing residents/business in the area reporting a of local area positive image towards the housing complex. residents and local businesses 8 Provide Direct Services Increased Housing Opportunities for Number and percent of homebuyers/tenants: Review of See Note # 2 Intermediate Low-Income Families (a) with low incomes/receiving housing applications/ subsidies; (b) in minority survey of racial/ethnic/disability groups. accepted applicants 9 Provide Direct Services Increased Housing Opportunities for Number and percent of low income families Program records/ Intermediate Low-Income Families housed in affordable, well-maintained units. survey of neighborhood residents
  • 4. AFFORDABLE HOUSING Program Description: For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental units and home ownership programs. This program area does not include support services. Organizations providing support services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth mentoring, prisoner re-entry. Common Outcome Program Specific Outcome Indicator Data Collection Note Outcome Strategy Stage 10 Client Satisfaction Increased resident safety Number and percent of building code Local government Intermediate violations in the project, broken out by records severity of the violations. 11 Client Satisfaction Increased resident safety Number, and rate of crimes in the housing Local government See Note # 4 Intermediate neighborhood. or agency records; survey of tenants 12 Client Satisfaction Increased resident safety Number and percent of homeowners/tenants Survey of tenants Intermediate rating their feeling of safety in and around their homes as satisfactory. 13 Provide Direct Services Increased long-term housing Number and percent of turnover of residents. Program Records End opportunities 14 Provide Direct Services Increased long-term housing Number and percent of unit/house vacancy. Program Records End opportunities 15 Provide Direct Services Increased long-term housing Number and percent of legislative policies Review of official See Note # 5 End opportunities passed to create or protect long-term housing documents/Local opportunities. government records 16 Increased Incidence of Improved quality of life for Percent increase in investment dollars in Program End Desireable Activity or families/neighborhood neighborhood re-development. Budget/Financial Condition Records 17 Increased Incidence of Improved quality of life for Number and percent of low-income units in Organizational See Note # 6 End Desireable Activity or families/neighborhood market-rate neighborhood. Records Condition Client Satisfaction Home owner/tenant satisfaction Indicators include: Number of homeowners/ Survey of See Note # 7 End tenants satisfied with application process and tenants/Program other processes in obtaining affordable Records housing; satisfaction with conditions and maintenance of housing units; number of complaints received and satisfactorily resolved.
  • 5. AFFORDABLE HOUSING Program Description: For Community Development Corporations and nonprofit housing organizations, to improve the quality of families and communities, by helping to develop, produce and manage low-cost affordable housing in safe neighborhoods including rental units and home ownership programs. This program area does not include support services. Organizations providing support services may refer to other applicable program areas, such as employment training, adult education, youth tutoring and youth mentoring, prisoner re-entry. Note # 1: Sources of funding could be from grants: foundations or local, state or federal government Note # 2: Population types may include: racial and minority groups, immigrants, ex-offenders, low income bracket Note # 3: Policy measures such as: whether an inclusivity ordinance was passed in support of affordable housing; number of developments with affordable housing units that renew subsidized contracts. See Advocacy program area Note # 4: Crimes include murder, rape, robbery, aggravated assault, burglary, larceny, motor vehicle theft, and arson Note # 5: Long-term is defined to refer to a rental period of 1 year or the potential for ownership with a 30 year mortgage Note # 6: Market-rate is defined as housing not requiring government subsidy Note # 7: Satisfaction with program services is an outcome that occurs within almost every program area, yet does not necessarily have a sequential placement General Notes: Note that same data collection strategies could be used to gather information for various indicators. People may not agree with designations presented here of "intermediate" or "end" outcome stage. While these designations are generally the common order of events for this program area, some organizations may order events differently. The important issue is what should be measured and its relative significance, not how it is labeled. Sources Consulted: Community Foundations, Living Cities, LISC, Business and Professional People for the Public Interest (BPI), Metis Associates, Illinois office of Governor - Housing, Lakefront Supportive Housing, Latinos United