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Practical, Affordable Performance Measurement: Why and How?. Shelley H. Metzenbaum smetzenbaum@verizon.net www.complianceconsortium.org www.facilityreporting.org. Northeast Environmental Summit September 2005. Overview. Why Measure? How to Measure and Use the Measures? Examples
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Practical, Affordable Performance Measurement:Why and How? Shelley H. Metzenbaum smetzenbaum@verizon.net www.complianceconsortium.org www.facilityreporting.org Northeast Environmental Summit September 2005
Overview • Why Measure? • How to Measure and Use the Measures? • Examples • Issues to Consider • Workshop Tomorrow
Why Measure? • Increase Accountability • Learn to Achieve Better Outcomes • Strengthen Democracy
Measurement for Accountability (Program Justification?) • Ethical: Self-Dealing/Fraud (track $ flows to whom for what – accounting & fiscal audits) • Fiscal: Unallowed spending/Waste/Efficiency ($ spent/$ allocated & goods or services bought per input cost) • Performance: Improve social outcomes/reduce risk/more cost-effective (better outcomes; better outcomes at lowest cost)
Measurement to Learn so Achieve Better Outcomes • DETECTION: Detect problems needing attention; progress deserving replication- what works and what doesn’t? • Look for anomalies, unexpected direction, speed ups, slow downs, etc. • Use measurement to trigger focused follow up • DIAGNOSTICS: Why? What is the reason for variation? Is it a problem or lesson? • ASSESSMENT: Did it seem to work? Replicate, expand, or stop and fix?
Goals/Measures to Strengthen Democracy • Cannot Do Everything: Goals/ Targets Communicate: • What You Will Do • What You Won’t Do • Are You Doing Right Thing? Democracies can respond when unhappy with agency choices • How Well Are You Doing It? Measurement
Start with Learning Emphasis of Measurement • Detection, Diagnostics, Assessment • Do this well … Accountability & Democracy will Rise, as well • Practical, Affordable Examples
DETECTION : Look for Pattern Changes to Sense Problems Why the Downturn ? Source: http://www.chesapeakebay.net/status/status_print.cfm?sid=101&print=yes
DETECTION: Volunteer Data -- Look for Unexplained Variations
DETECTION : Look for Pattern Changes to Find Progress Recognize Progress ! Source: http://www.chesapeakebay.net/status/status_print.cfm?sid=101&print=yes
DETECTION/DIAGNOSTICS: Inspec. Data“Scout & Survey” Detect low comp. rate Diagnose: Is it a problem? Why is it happening? NH, CO
Diagnostics: MA ERP Self-Audit Data 1997 & 1998 DETECT, DIAGNOSE, ASSESS: Self-Reported Practices Trends (97/98) Changes over Time: Progress? Lower than Other Areas: Problem? (10) Leak Checks (18-19) Controls (36i) Emergency Procedures MA ERP
DETECTION and DIAGNOSTICS: Mapping/Segmentation Highlights Problem Areas and Progress 1996 DRY WEATHER BACTERIA Swim Standard Some Failures Failed 1996/97 WET WEATHER BACTERIA
DIAGNOSTICS/ASSESSMENT:Slice & Dice by Categories to Identify Cause of Problems, Progress
Detection: # Complaints(Cleveland Air Pollution) • General Environmental Mgt. – 64 • ISG – 52 • Ford Motor Company – 29 • Kirkwood Industries – 18 • Landfill – 14 • Wabash Alloys -12
DIAGNOSTICS: Complaint Relevance? Source: PA DEP
ASSESSMENT: Pictures ConsolidatedTailings Pile (CO) After Reclamation 1999 Prior to 1989
Lots of Affordable Ways to DETECT, DIAGNOSE, ASSESS • Air and Water Quality Data • Volunteer & govt collected data useful • Water, Energy Supply – Boston Water and Sewer Commission use data to cut water use and costs • Cameras – Texas detects problem air plumes; Rutgers extension helps farmers cut pesticides and costs • Incident and Inspection Data: • Repeat Violators - Accidents • Nature of Non-Compliance – Complaints • Fires
DETECTION, DIAGNOSTICS, ASSESSMENT: Interim Outcome Indicators Ideas Measure Awareness (OR) Information Attention Measure Understanding Comprehension Measure Attitudes Beliefs/Attitudes Measure Motivation Behavior Motivation Measure Behavioral Changes (ERP)
Newspaper Content Analysis, Surveys, Observational Measurement Chemical Industry Trade Press Content Analysis (Hoffman 1999)
STRENGTHEN DEMOCRACY: Specific Goals Clarify What Govt Will Do and What It Won’t • Where: Lower Charles River • When: 10 years • How much: Swimmable • Who: All Sources • Invite public attention • Public can respond
Strengthen Democracy: Make Goals, Progress, Problems Clear Goal Not Met, Past and Future Strategy Described Goal Met; Commitment to New Goal Described
Issues to Consider • Data Accuracy: Match to need. Can be lower for Detection; higher for Rules and Enforcement. For assessment, consider program $ • Project and Measurement Scale: indiv. facility level work OK only if have context/control. Count costs and cost-effectiveness when project level. Start with env. problem. • Comp asstc and P2 activity counts not useful indicator; may have occasional diagnostic value
Tomorrow’s Workshop: Brainstorming Your Specific Measurement Challenges Together 1:30 - 3:30 Shelley H. Metzenbaum smetzenbaum@verizon.net www.complianceconsortium.org www.facilityreporting.org