Logic Model, Strategic and Sustainability Planning

1. Logic Model, Strategic and Sustainability Planning Bruce Strahl, Regional Technical Assistance Coordinator, TA Partnership Debbie Bartlett, Director, Better Days Ahead. ACCESS System of Care, Rochester, NY Mario Hernandez, Professor, Department of Child and Family Studies, University of South Florida Sharon Hodges, Research Assistant Professor, Department of Child and Family Studies, University of South Florida Jody Levison-Johnson, Co-Principal Investigator/TA Coordinator, ACCESS System of Care, Rochester, NY Brittany Couch, Youth & Social Marketing Coordinator,Oklahoma Systems of Care, Oklahoma City, OK 1

2. Meet the Presenters! Sharon Hodges Brittany Couch Mario Hernandez Jody Levison-Johnson Debbie Bartlett Bruce Strahl

3. Benefits of Planning • Plans and the planning process are business tools that assist groups in reaching their goals and organizing their work for optimum effectiveness and efficiency. A by-product of the planning process is increased buy-in to the plans and improved communication. • Anything as complex as transformation needs a plan and the plan captures the strategies (steps) to get you from here (where you are today) to there (where you want to be in the future = vision). 3

4. Benefits of Planning(Continued) • The dynamics, team work, agreements, discussions, and collective knowledge sharing that take place during the planning process are powerful and sometimes can be said to be more important than the plan itself. • A completed plan serves as a communication device, and a selling, marketing and advocacy tool, as well as an orientation document. 4

5. 2005 Guidance for Applicants (GFA) • 2.3.5 System Development Schedule (p. 12) • First Year Activities • Develop a logic model of the system of care • Develop a strategic plan for implementation of the system of care • The strategic plan should include a technical assistance plan • The plan must also address: • Social marketing needs • Local level evaluation • State level transformation • Sustainability strategies 5

6. 2005 Guidance for Applicants (GFA)(Continued) • Other Possible System Wide Plans: • Service delivery • Cultural and linguistic competence plan • Family and youth involvement plan • Strengthening the collaboration NOTE: Infrastructure development and complex transformation requires a variety of plans • The Challenge Becomes How to Manage Multiple Plans 6

7. Strategic Plan: Your Master Plan that Encompasses All Other Plans or Goals • Strategic Plan (Example) • Goal 1: Family and Youth Involvement • Goal 2: Infrastructure Development and Strengthening the Collaboration • Goal 3: Service Delivery • Goal 4: State Level Transformation • Goal 5: Local Level Evaluation • Goal 6: Social Marketing • Goal 7: Sustainability • Goal 8: Cultural and Linguistic Competence • Goal 9: Technical Assistance Plan 7

8. The Strategic Planning Process Starts with your local ideas from your system of care, then using the logic model as a tool, helps you create the major components used for your strategic plan • Vision • Mission • Population • Definition • Local Context • Strategies • Outcomes • Evaluation 8

9. Strategic Planning Process(Continued) Once the logic model process is complete, the strategic planning continues by identifying: • Work groups for each goal • Specific actions for goals • Dates for completion of actions • Responsible person for each action 9

10. Strategies for Involving Families in Planning • Providing special orientation and training and ongoing assistance; consulting with parents before meetings. • Having more than token representation. • Contracting with community-based and parent organizations to develop/sustain process. • Working through parent organizations. • Asking agencies that work with families to recommend parents to participate in planning. • Paying stipends, transportation, child care. • Holding planning meetings in the evenings or on weekends and in locations such as schools. • Conducting surveys to elicit views of many parents. 10

11. Strategies for Involving Families in Planning(Continued) • Using parents who work regularly with other parents to conduct focus groups. • Working with family support groups to tap into informal networks. • Working with home visiting programs and health clinics to reach out to families. • Working with family preservation and family reunification programs. • Conducting sessions for planning group members with trained facilitators to explore attitudes about race, culture, and families. • Publicly acknowledging the contributions of families. 11

12. Keeping the Plan Alive • The plan must move forward and be ever- changing • Rotating work groups present 4-minute updates in regular partnership meetings including information on: • progress, • next steps, • obstacles, and • who and what is needed from the larger group for barrier busting Back to the first step: logic model . . . 12

13. Introduction to Logic Models • What is a logic model? • A tool to identify your core ideas for system change • A statement of what stakeholders believe will make a difference for children and families in your community • A method for articulating your theory of change 13

14. Core Components of a Logic Model Theory of Change: The underlying assumptions and strategies that guide local system of care development and are believed by local planners/builders to be critical to producing changes in available service/supports that are expected to lead to improvements for children and their families. 14

15. Benefits of Having a Logic Model • Guides planning and implementation efforts • Fosters collaboration and shared understanding of goals and strategies • Supports use of evaluation to support data-driven decision-making 15

16. How to Get Started • Identify a core workgroup of committed system stakeholders • 6-8 people • Must have authority and responsibility within system and grant • Use logic model development resources and seek additional assistance if needed 16

17. How to Get Started(Continued) • Review purpose of grant and clarify what system development efforts are intended to accomplish • Use grant proposal as baseline for logic model development • Clarify the values, principles, and goals that stakeholders bring to the system change effort 17

18. Youth Involvement In Logic Models • Engaging youth for the process • Youth are full partners in the development of the logic model • Delivering the final product • Youth are valuable resources in the marketing of the logic model to the community when they have been full partners in the design 18

19. Keys to Success • Use your logic model process as a core planning tool • Use your theory of change (your broadest statement of system change) to guide all levels of your planning and implementation • Use evaluation information to track your progress toward your goals 19

20. Logic Model Resources • Download the Monograph, Crafting Logic Models for Systems of Care: Ideas Into Actionand View Featured Logic Models at http://logicmodel.fmhi.usf.edu • Jody Levison-Johnson, LCSW Director, Child & Family Service Quality & System Development Coordinated Care Services, Inc. and Co-Principal Investigator/Technical Assistance Coordinator, Monroe County ACCESS jlevison-johnson@ccsi.orghttp://www.ccsi.org • Contact your Regional Technical Assistance Coordinator or Mario and Sharon directly for assistance with your community’s logic model Sharon Hodges: hodges@fmhi.usf.edu Mario Hernandez: hernande@fmhi.usf.edu • Logic Model Development Guide, W.K. Kellogg Foundation, http://www.wkkf.org (click evaluation resources) 20

21. Sustainability • Sustainability results from developing a strategic plan for maintaining the key elements that make an initiative successful and generate positive outcomes. Sustainability inevitably requires identifying and accessing adequate funding streams, and also requires an array of other resources: political, technical and administrative. Sustainability planning should be done throughout the life of an initiative and will work best when it is used and reviewed on a periodic and continuing basis. 21

22. Sustainability • We Often Think Sustainability is About Money: • Where will we get the replacement money? 22

23. General Strategies Rated Most Effective for Sustainability • Cultivating strong interagency relationships • Involving stakeholders • Establishing a strong family organization • Creating an ongoing focal point for managing SOC • Using evaluation results • Making policy/regulatory changes for managing SOC • Infusing the SOC approach into broader system Results from an ORC Macro survey given to 22 graduated communities and 9 communities in final year of funding. 23

24. Evaluation, Social Marketing, Youth, and Families Are Essential to Sustainability • Data from evaluation is proof your system is effective • Families and youth provide the emotion of the positive effects your system has had on their lives • Social marketing drives your message and tells your story to different target audiences in ways they can hear the information 24

25. Social Marketing is a Tool to Drive Your Sustainability Efforts • Phase I - selling SOC principles and practices to partners, including families and youth, to draw them into the collaborative process. • Phase II - communicating service provision and access to the system for families. • Phase III – using your results to convince policy- makers and the community-at-large of the SOC power. This often carries an anti-stigma message to the community. • Phase IV - convincing and capturing funding streams and an array of resources. 25

26. Webinar: Logic Model, Strategic and Sustainability Planning • Bruce Strahl 813-383-2472; bstrahl@ffcmh.org • Debbie Bartlett 585-325-3145; dbartlett@mharochester.org • Mario Hernandez 813-974-4651; hernande@fmhi.usf.edu • Sharon Hodges 813-974-4651; hodges@fmhi.usf.edu • Jody Levison-Johnson 585-613-7648; jlevison-johnson@ccsi.org • Brittany Couch 405-522-0994; Bcouch@odmhsas.org 26