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Rebuild, Restore, RBA: Forging a Community
Restoration Agenda after COVID-19
Marcos Marquez, Senior Consultant, Clear Impact
About
Marcos serves as an Impact Consultant with Clear
Impact. He is project lead for the TX DFPS – PEI with
its community impact coalition work in applying RBA
and to the Annie E. Casey Foundation for its
performance management team through the
Research, Evaluation, Evidence, and Data unit.
Education
Marcos earned his B.A. in History from the University
of Texas at San Antonio and is a certified executive
coach through Coach Diversity Institute.
Marcos Marquez
Impact Consultant, Clear Impact
Marcos@clearimpact.com
210.480.1820
Forging a Community Restoration Agenda with RBA After COVID-19
Rules of Engagement:
• Use the chat function
• Engage / Ask questions
• Relate the concepts to your work
• Have fun!
Forging a Community Restoration Agenda with RBA After COVID-19
Session Objectives:
• Understand RBA utility in strategic planning within a
new COVID environment
• Learn how to use RBA around COVID planning
• Understand how new virtual meeting modalities
support RBA implementation
RBA Overview
Whole
Population
Population Accountability
The well-being of Whole Populations
Communities, Cities, Counties, States,
Nations
Client
Population Performance Accountability
The well-being of Client Populations
Programs, Organizations, Agencies,
Service Systems
Results-Based Accountability
Is made up of two parts
Performance Measure
A measure of how well a program,
agency or service system is working.
Indicator
A measure which helps quantify
the achievement of a result.
Result
A condition of well-being for children,
adults, families or communities.
Program
A program, organization, or
service system
R
I
P
P
M
Definitions
Population
Accountability (Whole Population)
Performance
Accountability (Client Population)
• Children Born Healthy
• Children Ready for School
• Safe Communities
• Rate of low-birth weight babies
• Percent ready at K entry
• Crime rate
1. How much did we do?
2. How well did we do it?
3. Is anyone better off?
Three Types
• Agency or For-Profit
• Foundation
• Non-Profit
• Stakeholder Group
© Copyright Confidential
Turn the Curve Thinking
3
4
2
5. What is our action
plan to turn the curve?
2. What’s the story
behind the curve?
3. Who are the partners
who have a role to play?
4. What works to
turn the curve?
1
5
1. How are we doing?
Turn the Curve?
3
2
RBA Usefulness
During COVID
© Copyright Clear Impact
Forging a Community Restoration Agenda with RBA After COVID-19
How is RBA useful in strategic planning?
• Planning happens when there is new data
• Planning happens when you can set a new forecast
• Where will be at the next data point, given what we know, in
the absence of anything new?
© Copyright Clear Impact
What’s the Story Behind this Curve?
%
Better
Off
Q1 Q2 Q3 Q4 Q1
% clients who are better off
© Copyright Clear Impact
Forging a Community Restoration Agenda with RBA After COVID-19
How is RBA useful in planning during COVID?
• Engages diverse perspectives simultaneously
• Zoom in or zoom out on the work as appropriate
• Get to action quickly
• If you’re not getting to action quickly, what’s keeping you?
Applying RBA
During COVID
How to Use TTC to make strategic decisions within a New COVID Environment
General considerations
• Put your agenda in the back seat
• Amplify the Active Listening
• Look for pain points or disruptions
How to Use TTC to make strategic decisions within a New COVID Environment
Story Behind the Data
• Equity lens
• Multiple-levels of factor analysis (i.e., systemic,
programmatic, political, etc.)
• Anticipated Factors/Forecasting
• Unprecedented Reality
How to Use TTC to make strategic decisions within a New COVID Environment
Partners
• Put Health partners in the center of your work
• People power versus Dollar power
How to Use TTC to make strategic decisions within a New COVID Environment
Solutions:
• Address new root causes that focus on equitable
solutions
• Involve new partners
• Focus on low-cost/no cost solutions
• Consider anticipated factors
Forging a Community Restoration Agenda with RBA After COVID-19
Data Recommendations & Challenges
• Disaggregated data, focus on equity
• Health Departments
• Economic Measures
• Highlighting low-cost/no cost solution
Forging a Community Restoration Agenda with RBA After COVID-19
Setting Parameters for the RBA Work:
• Preparing the COVID-19 container
• Factor analysis grounded in COVID-19 experience
• Being intentional about the “right” partners
• Evidence-based practices don’t exist - yet
• Raising awareness around limited resources
Forging a Community Restoration Agenda with RBA After COVID-19
Meeting Organizations Where They Are:
• Organizations are flexible and adaptive (so is RBA)
• Be ready for the strategic pivot
• Identify immediate pain points
• Apply RBA at the program-level
• Staffing, client referrals, etc.
Implementing
RBA Virtually
Implementing RBA Virtually
• Interactive facilitation tool
• Create questions, surveys, pools
• Fun, engaging, instant responses
• Virtual software
• Free version available
Forging a Community Restoration Agenda with RBA After COVID-19
Implementing RBA Virtually
Implementing RBA Virtually
© Copyright Clear Impact
Implementing RBA Virtually
• Scorecard
- Strategic and performance
management
• Compyle
- Client level data
- Case management
© Copyright Clear Impact
© Copyright Clear Impact
© Copyright Clear Impact
Q and A
If you are interested in a copy of “Steps to Turn Curves During COVID-19” please contact
Marcos@clearimpact.com or Marcais@clearimpact.com

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Rebuild restore Covid-19

  • 1. Rebuild, Restore, RBA: Forging a Community Restoration Agenda after COVID-19 Marcos Marquez, Senior Consultant, Clear Impact
  • 2. About Marcos serves as an Impact Consultant with Clear Impact. He is project lead for the TX DFPS – PEI with its community impact coalition work in applying RBA and to the Annie E. Casey Foundation for its performance management team through the Research, Evaluation, Evidence, and Data unit. Education Marcos earned his B.A. in History from the University of Texas at San Antonio and is a certified executive coach through Coach Diversity Institute. Marcos Marquez Impact Consultant, Clear Impact Marcos@clearimpact.com 210.480.1820
  • 3. Forging a Community Restoration Agenda with RBA After COVID-19 Rules of Engagement: • Use the chat function • Engage / Ask questions • Relate the concepts to your work • Have fun!
  • 4. Forging a Community Restoration Agenda with RBA After COVID-19 Session Objectives: • Understand RBA utility in strategic planning within a new COVID environment • Learn how to use RBA around COVID planning • Understand how new virtual meeting modalities support RBA implementation
  • 6. Whole Population Population Accountability The well-being of Whole Populations Communities, Cities, Counties, States, Nations Client Population Performance Accountability The well-being of Client Populations Programs, Organizations, Agencies, Service Systems Results-Based Accountability Is made up of two parts
  • 7. Performance Measure A measure of how well a program, agency or service system is working. Indicator A measure which helps quantify the achievement of a result. Result A condition of well-being for children, adults, families or communities. Program A program, organization, or service system R I P P M Definitions Population Accountability (Whole Population) Performance Accountability (Client Population) • Children Born Healthy • Children Ready for School • Safe Communities • Rate of low-birth weight babies • Percent ready at K entry • Crime rate 1. How much did we do? 2. How well did we do it? 3. Is anyone better off? Three Types • Agency or For-Profit • Foundation • Non-Profit • Stakeholder Group
  • 8. © Copyright Confidential Turn the Curve Thinking 3 4 2 5. What is our action plan to turn the curve? 2. What’s the story behind the curve? 3. Who are the partners who have a role to play? 4. What works to turn the curve? 1 5 1. How are we doing? Turn the Curve? 3 2
  • 10. © Copyright Clear Impact Forging a Community Restoration Agenda with RBA After COVID-19 How is RBA useful in strategic planning? • Planning happens when there is new data • Planning happens when you can set a new forecast • Where will be at the next data point, given what we know, in the absence of anything new?
  • 12. What’s the Story Behind this Curve? % Better Off Q1 Q2 Q3 Q4 Q1 % clients who are better off
  • 13. © Copyright Clear Impact Forging a Community Restoration Agenda with RBA After COVID-19 How is RBA useful in planning during COVID? • Engages diverse perspectives simultaneously • Zoom in or zoom out on the work as appropriate • Get to action quickly • If you’re not getting to action quickly, what’s keeping you?
  • 15. How to Use TTC to make strategic decisions within a New COVID Environment General considerations • Put your agenda in the back seat • Amplify the Active Listening • Look for pain points or disruptions
  • 16. How to Use TTC to make strategic decisions within a New COVID Environment Story Behind the Data • Equity lens • Multiple-levels of factor analysis (i.e., systemic, programmatic, political, etc.) • Anticipated Factors/Forecasting • Unprecedented Reality
  • 17. How to Use TTC to make strategic decisions within a New COVID Environment Partners • Put Health partners in the center of your work • People power versus Dollar power
  • 18. How to Use TTC to make strategic decisions within a New COVID Environment Solutions: • Address new root causes that focus on equitable solutions • Involve new partners • Focus on low-cost/no cost solutions • Consider anticipated factors
  • 19. Forging a Community Restoration Agenda with RBA After COVID-19 Data Recommendations & Challenges • Disaggregated data, focus on equity • Health Departments • Economic Measures • Highlighting low-cost/no cost solution
  • 20. Forging a Community Restoration Agenda with RBA After COVID-19 Setting Parameters for the RBA Work: • Preparing the COVID-19 container • Factor analysis grounded in COVID-19 experience • Being intentional about the “right” partners • Evidence-based practices don’t exist - yet • Raising awareness around limited resources
  • 21. Forging a Community Restoration Agenda with RBA After COVID-19 Meeting Organizations Where They Are: • Organizations are flexible and adaptive (so is RBA) • Be ready for the strategic pivot • Identify immediate pain points • Apply RBA at the program-level • Staffing, client referrals, etc.
  • 23. Implementing RBA Virtually • Interactive facilitation tool • Create questions, surveys, pools • Fun, engaging, instant responses • Virtual software • Free version available
  • 24. Forging a Community Restoration Agenda with RBA After COVID-19
  • 27. © Copyright Clear Impact Implementing RBA Virtually • Scorecard - Strategic and performance management • Compyle - Client level data - Case management
  • 32. If you are interested in a copy of “Steps to Turn Curves During COVID-19” please contact Marcos@clearimpact.com or Marcais@clearimpact.com