Senior Companion Program Performance Measure Surveys: Data Collection

1. Senior Companion Program Performance Measure Surveys: Data Collection Date Time (Eastern) Time (Pacific)

2. Session Agenda SCP PM Surveys and Data Collection Overview of the SCP Independent Living Performance Measurement study Timeline and due dates Technical assistance Review the two surveys Steps involved from data collection to reporting Q & A

3. SCP Performance Measures SCP PM Surveys and Data Collection

4. SCP Independent Living Performance Measurement Study SCP PM Surveys and Data Collection Measures benefits for clients and caregivers served by Senior Companions (social support/ties) SCP grantees beginning a new grant cycle in PY 2013 are required to use the performance measure surveys. SCP clients and caregivers are being asked to complete the survey, but their participation is voluntary. Goal: More than 85 percent of clients and caregivers complete a survey.

5. Timeline: July 8 – Sept. 30 SCP PM Surveys and Data Collection Study launch date: July 8, 2013 Download survey resources. Prepare for data collection. Distribute and collect surveys. Enter survey data into the Client-Caregiver Surveys Spreadsheet (available in August). Email spreadsheet to CNCS by September 30, 2013. Report results in eGrants using your progress report.

6. Technical Assistance SCP PM Surveys and Data Collection Senior Corps Survey Help Desk Telephone: 1-800-207-0750 Email: SCSurvey@jbsinternational.com Monday – Friday, 10 AM – 8 PM Eastern Website www.nationalservice.gov/resources/sc-evaluations

7. Performance Measure Surveys SCP Independent Living Performance Measure Survey (for clients) SCP Respite Performance Measure Survey (for caregivers) • Surveys are confidential. (No names. Store in a safe place.) • Surveys are voluntary. Clients and caregivers may choose not to do a survey. Download surveys at: www.nationalservice.gov/resources/sc-evaluations SCP PM Surveys and Data Collection

8. Steps from Data Collection to Reporting SCP PM Surveys and Data Collection

9. Talking to Stakeholders SCP PM Surveys and Data Collection Keep stakeholders informed (staff, volunteer stations, advisory board, volunteers). Volunteer stations are likely to be most involved in survey effort. Offer to share results with stakeholders. See “talking points” in information packet.

10. Put together two lists: (1) clients (2) caregivers SCP PM Surveys and Data Collection • Clients who have been receiving independent living services • Caregivers who have been receiving respite services • Put together a client list and a caregiver list so you can track who gets a survey: • One+ year service • Language • If assistance is needed and what kind • Tracking, follow up

11. What about those clients who will need assistance? SCP PM Surveys and Data Collection • Someone reads the survey and takes down the answers the client gives (“interview format”) • A family member or caseworker could do the survey for the client: • Regular and recent contact with the client • Knows what the Senior Companion does for the client • Senior Companions cannot assist their own clients.

12. What advice can you share with the group about… SCP PM Surveys and Data Collection 1. How to assist clients with surveys or other confidential paperwork? 2. How to decide when someone else should provide the information for a client? a. How to determine who should provide information for a client?

13. Deciding how to give out the surveys SCP PM Surveys and Data Collection Options In person, by handing it to them to fill out; In person or over the telephone, by reading it to them and taking down their answers (on paper or on a computer/mobile device); Sending it to them through the mail; or Emailing them a link to the survey which they would fill out online. Schedule data collection See sample data collection plan and schedule

14. Preparing survey helpers SCP PM Surveys and Data Collection Volunteers or staff (survey helpers) are trained to distribute surveys to clients and caregivers. • They hand surveys with envelopes to clients/caregivers to complete on their own. • Client/caregiver gives it back in envelope or mails it. Some survey helpers can be trained to give survey as an interview. • Senior Companions cannot give the survey as an interview to their own clients/caregivers.

15. Resources for Preparing Survey Helpers Survey helpers need to know: • How to introduce the survey and answer questions about it; • How to maintain confidentiality; • What they can and cannot do to assist; and, • What to do with completed surveys. Survey helper training resources are available on the website. • Facilitator notes • Exercises • Handouts • PPT slides Use them “as is” or modify. SCP PM Surveys and Data Collection

16. Giving out the Surveys SCP PM Surveys and Data Collection • Distribute and collect surveys. • Steps depend on how you do it: in person, telephone, mail, online (see Information Packet) • Follow up to achieve high response rate. • Aim for at least 85% surveys returned. • Use your Client and Caregiver lists to track.

17. Summarizing the Data The spreadsheet will be available in August, and training is coming! www.nationalservice.gov/resources/sc-evaluations SCP PM Surveys and Data Collection • Download the Excel spreadsheet and instructions. • Enter survey data into the spreadsheet. • Calculates response rate and results for you! • Email the spreadsheet to CNCS by Sept. 30, 2013. • Report results in eGrants using your progress report on your usual reporting timeline.

18. Questions? SCP PM Surveys and Data Collection

19. Resources SCP PM Surveys and Data Collection Next Webinar: Summarizing the Data (dates to be announced ) Senior Corps Survey Help Desk Telephone: 1-800-207-0750 Email: SCSurvey@jbsinternational.com Monday – Friday, 10 AM – 8 PM Eastern Website www.nationalservice.gov/resources/sc-evaluations