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Using Salesforce for Performance Monitoring and Program Evaluation

Using Salesforce for Performance Monitoring and Program Evaluation. www.missionedge.org. What is Monitoring and Evaluation. Monitoring - Regular tracking of program/staff outputs against specific targets or benchmarks AKA – Performance monitoring, performance management

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Using Salesforce for Performance Monitoring and Program Evaluation

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  1. Using Salesforce forPerformance Monitoring and Program Evaluation www.missionedge.org

  2. What is Monitoring and Evaluation • Monitoring - Regular tracking of program/staff outputs against specific targets or benchmarks • AKA – Performance monitoring, performance management • Evaluation - The application of social science research methods to determine the outcomes and impacts of an intervention.

  3. Technology and Evaluation • Technology cannot help design and implement an evaluation • Technology can help • Data Management • Streamline processes like data collection • Reporting – Statistics and Visualization

  4. Salesforce and Performance Monitoring • Salesforce Can Help: • Centralize data storage on donors, programs, constituents • Analytics – output and outcome reporting • Dashboards • Regular Grant Reporting • Real time tracking for program monitoring • Automate data collection • Enable longer term impact evaluations • Salesforce can’t do advanced statistical analysis • Dashboards are basic

  5. 2 Data Models for Performance Monitoring in Salesforce 1) Constituent-focused model 2) Project-focused model

  6. Report Sample – Pre-Post Survey Avgs.

  7. Dashboard Sample – Pre-Post Survey Results

  8. Report Sample – Employment Status

  9. Report Sample – Avg. Length Employment

  10. Project-Focused Data Model Plus Org-wide Indicators

  11. Some Best Practices • Focus on your indicators • Map out entire system before building it, from data collection reports • Reports Data Model Data Collection • Formula on the object, not on the report • Before going mobile, consider the end user • Important to get your theory of change and indicators right before using Salesforce for evaluation

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