The document outlines the agenda and activities for a CashBack portfolio day meeting. The agenda includes welcome and introductions, summaries of evaluation meetings with CashBack partners, refining the program's logic model and evaluation framework, discussions on communications and sustainability, and a question and answer session. Three priority areas - impact and evaluation, communications, and sustainability - will be the focus of discussions. [END SUMMARY]
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Cashback Portfolio day presentation - October 2012
2. 10:00 Welcome - Actions since August
10:30 Summary of key findings from the evaluation meetings with
CashBack partners
11:30 Tea & coffee
11:45 Refining the logic model/outcome framework and
methodological support for evaluation
12:30 Lunch
13:30 Communication
Andrea Pearson – Copytakers
Andrea is a journalist providing an insight into what journalists
look for, how to write effective press releases & documents
14:45 Tea & coffee
15:00 Questions and Answers
15:30 Close
4. IMPACT and EVALUATION
Points Raised Actions
Lack of clarity on requirements 1-2-1 meetings with PA’s
Framework and definition of outcomes PA’s support
Evaluation audit with RfR
Support on expressing outcomes On going support and
training cross portfolio
5. COMMUNICATION
Points Raised Actions
Who is who – and what do they do? Portfolio day
Who’s who guide
Profile raising and effective communication Comm’s Group
Co-ordinated approach
re-defining messages
Social media
6. SUSTAINABILITY
Points Raised Actions
Alternative funding sources/engage 1-2-1 support from
PA’s
with the private sector
Grouping together/maximise portfolio Networking and PA’s
9. CashBack is a diverse portfolio of interventions.
There is a need to agree outcomes, including
priorities.
◦ There is no overall ‘logic model’ for the CashBack
programme
◦ Frequent confusion between outputs and outcomes
◦ Some logic models not linked through to evaluation plans
and data sources
10. Impact – the intended longer term or
structural changes
Outcome – The differences or changes
as a result of what the organisation or
programme has done.
Output – this describes what the
organisation or programme does
Input – Resources put into the work to
achieve objectives and aims. (e.g.
money, practical resources, staff or
volunteer time)
11. ISSUESTATEMENT: Young people, families and other community
members can benefit from engagement in positive activities that develop
their interests and skills.
Those living in challenging and difficult circumstances may have limited
opportunities to be involved in positive activities in their communities.
They may be at a higher risk of becoming involved in the criminal justice
system. Anti-social behaviour, violence and crime particularly affects the
life chances of those living in the most deprived communities. It is
expected that such behaviours and their wider effects can be both
prevented and tackled through the provision of various sporting, cultural,
educational, developmental and social activities.
PROGRAMME GOAL(S): To expand the horizons of young people,
families and other community members and increase opportunities to
develop interests and skills in enjoyable, fulfilling and supportive ways,
though sporting, cultural, educational, developmental and social activities.
12. ‘Menu’ of generic outcomes – short term and
intermediate.
CB partners and IS could use this to agree a
minimum/maximum number of priority outcomes
(eg. 3-6) that are appropriate for each
intervention, with timescales and clear links to
data and priorities for data collection.
13. Programmes with larger funding, longer programmes and larger
scaled interventions should be required to provide more information.
What is appropriate to undertake is also related to the stage of the
funding cycle and the prospective use of any evaluation.
Collection and analysis of monitoring data also needs to be
proportionate and an agreement made between individual partners
and IS. The CHRE Evaluation Framework could provide a helpful
starting point, but should be advisory, rather than mandatory.
Agreements need to also tie in with agreed priority outcomes for
individual projects.
14. Many programmes need to have better
quantitative and qualitative data, particularly
around outcomes
2 steps:
◦ CashBank Question Bank
◦ Simple guidance on case studies
15. This is frequently missing or subdued and is linked
to the relative lack of outcome data.
Better case studies would help to address this.
There is a need for guidance on innovative/fun
ways to get feedback from YP and others at
regular intervals.
16. Self-evaluation can support learning and the management
and improvement of the delivery of projects.
◦ What’s working well? What’s not? What do we need to do
differently?
5% funding rule not necessarily helpful given variations in
scale of projects and split with ‘marketing’.
Role of external evaluation not always clear.
17. Encourages organisations to develop the use of evaluation
logic and skills to develop and enhance their practice and
show the difference they are making
Better use of data increases motivation among delivery
organisations to help develop more effective interventions
Builds reflection into practice in order to create a
learning organisation
Evaluation is done by organisations themselves rather than
being done to organisations – specialist external support
may be used.
It increases ownership of findings and responsibility to act
on them back into the hands of delivery organisations.
18. The collection and analysis of equalities
monitoring data is frequently weak.
Inspiring Scotland should agree the appropriate
breadth and depth of monitoring of equalities
19. The scoping and delivery of a future impact
evaluation of the programme would be assisted by
the production of a digest of funded projects with
brief details of each funded intervention/sub-
programme.
This should be collated to a standard, short (2
page?) format and include the agreed outcomes.
20. Assessing Progression
Eg. minor adjustments and simple recording
conventions could yield more data on progression
eg. membership renewals/retention/progression.
Health warnings eg. attribution – value of local
intelligence /qualitative data
23. Effective Evaluation can be. . . .
• A tool for business development
• A tool for raising funds
• A tool for raising your profile
24. COMMUNICATIONS
Points Raised Actions
who is who – and what do they do? Portfolio day
Who’s who guide
profile raising /effective communication Comms Group
Co-ordinated approach
Defining ‘messages’
Social media
25. Communication aims
•Improve the co-ordination and planning
•Increase visibility
•Increase the collaborative impact
36. Why bother with PR?
• Funders will look good
• You have to compete
• Volunteers and staff will feel good
• Coverage generates more coverage
• You get good value for money
37. Advertising Value Equivalent
30 seconds on Scottish TV news AVE £5000
Quarter page in The Herald AVE £2500
Quarter column Evening Times AVE £250
600 words in Third Force News AVE £250
38. Reach
BBC Radio Scotland Newsdrive 900,000
The Herald 44,000
Evening Times 50,000
Third Force News 16,000
39. • The only two things you need to do are:
• Talk to the right people
• Present the story well
40. Talking to the right people
• Monitor coverage to find out who writes
about this and talk to them
• Or target a specific publication or outlet and
find out who is the relevant person to speak
to
10 am Introductions What you asked for last time? 10.30 am Evaluation – a Logic Model? 11.30 am Refreshments 11.45 am Evaluation – Data requirements 12.30 pm Lunch 1.30 pm Communications – its good to talk 3.10 pm Questions and Answers 3.30 pm Depart
Celia’s slides Understanding Impact / Evaluation This will be the morning session kindly being operated by Cathy Sharp and Mark Bitel of Research for Real – who the majority of you have now met Communications In relation to actions from the last portfolio day and needs expresses by many of the partners in the room - this will be the afternoon session Sustainability – for another day – aktouugh both Evualationa dn Profikle raising contribuet to this
Celia’s Slide 11 weeks to the day since the last/first portfolio day! Time flies when you are having fun! at that meeting you requested we deliver for you on a number of items pamphlet completed – completed
These are headline demonstrating what the day will entail – we will hear more about each sector as we go on
Not as heavily investigated as yet as more detail on this area needs to be collated by all, and to effectively look to the future you need to understand what you business MAY be doing in the future – hence understanding demand and strength of your services BY EFFECTIVE EVALUATION Leads to – introduction to Cathy and Mark – the sessions that will take us through this morning Celia – can you do an introduction as to who they are and why they are involved please.
Our task has been diagnostic – to take the temperature about where CashBack partners are at now with their monitoring and evaluation activities. This was commissioned with a view to informing the overall CashBack programme evaluation. This needs to be built from the ‘bottom-up’ – by ensuring that all projects have good monitoring data and quality case studies that address agreed outcomes. We want to see much greater valuing of evaluation. We recognise the existence of the CHRE framework. We wish to take a pragmatic and simple view to avoid investing time into activities with little practical value and risk re-producing earlier guidance.
We should not expect everyone to be doing the same thing or retro-fitting agreed activities into an inappropriate outcome framework. Any guidance must remain aware of ‘outlier’ projects that may not easily fit into the generic picture. Many delivery agents have never had a conversation with the previous CashBack team about outcomes. A pressing need is for projects to agree clear outcomes for their work with Inspiring Scotland.
In the search for programmatic coherence we did test out with you the idea of an overall ‘logic model’. We’re interested in knowing your views about the overall ‘issue statement’ and programme goals. Each CB partner should be able to see their work within that overall purpose. We think the current text version of the logic model is sufficient for the current purposes. Logic models are most useful in the planning stage of interventions and it may be worth developing one for the next stage of CashBack. We are not in the planning stage now. Let’s acknowledge that projects some have logic models and some have used these to help their thinking about delivery. Others have logic models that are not followed through into delivery, subsequent evaluation plans or data sources. Investing time in developing bespoke individual logic models runs the risk that we would be no further forward in practical terms.
Rather we propose a better option is to develop an Outcomes Framework Will look at this idea in more detail after the break
It might be useful to develop a bank of questions to help address missing outcome data. These could be used in a number of ways, and would help to bring some alignment and consistency of data between similar activities that are being delivered to achieve similar outcomes. Developing such a ‘bank’ should be done in collaboration with the Cashback family so that they assist in drafting, testing and revision. There is a need for better qualitative data that is outcome focused . Much of what exists is seen as primarily for marketing/publicity purposes. Better qualitative data can also help to understand attribution better. A ‘formula’ for writing outcome focused case studies would assist projects to structure a variety of case studies. This might also address frequently asked questions about case studies?
At present, evaluation is often too closely aligned with ‘marketing’ or publicity/good news. Some projects have expressed doubt about data quality because of reluctance to be seen to be critical in case funding is threatened. A stronger focus on learning and the value of evaluation for continuous improvement is needed to enable discussions about what’s not working well (as well as what is) and get better regular feedback from project participants. The role of external evaluation needs to be discussed, including timing, purposes, readiness and funding. The 5% rule needs review given the variation in scale and funding of projects within the overall programme. We would like to suggest that the CHRE framework should be seen as advisory.
eg. formal memberships organisations should collect deeper level of equalities data that is sensible for the context and their purpose.
Rachel and Eilidh’s area Rachel – to lead off. . . .
Reflect on why evaluation is important – it covers more than the reports to SG! Business development – meeting clients needs, getting services right, stopping services that aren’t working – remodelling and adjusting as to what needs are demonstrated Raising funds – most funders seek logic models – but also evidence of how you work to gather funding – from BIG to CiN, from Local Authorities to Trusts – outcome analysis is becoming more the ‘norm’ – so don’t miss the boat A good story is compelling good evidence is compelling so why not evaluate effectively? if the stories are good – tell more? More people might be interested? More people may access you through wider means? its so much cheaper than the days of paid adverts! Stress this element Remind what key Comms issues came out from the last portfolio day – the issues raised are – following slide
The CashBack for Communities programme partners have to-date been very successful in communicating with the target audience of young people across Scotland about the range of activities available to them in their area. They have generated a wide and diverse range of good news stories over five years of the programme and 99% of media coverage generated to-date is positive. Getting the wider message out to the general public and other relevant stakeholders about what CB for Communities does, the success it is having and the impact is it making on local communities across Scotland has also been good, but is an area to be further developed and one we seek to support. To raise awareness and promote greater understanding of the range and depth of work CashBack funds, we have indentified the follow areas to focus support: Raise the visual profile of CB as a collective. Improve partners ability to demonstrate the impact of CB activities. Improve the dissemination of the collaborative impact of CB at a national level. Support CB partners to be more co-ordinated and strategic in their communication Identify key stakeholders relevant to CB Three main areas Improve the co-ordination and planning of CB programme Increase visibility of CB activities Increase the collaborative impact of CB
Who is Who – given out earlier as a tool to network with, to review, to see where there is synergies and benefits of working together Portfolio day – regular events when you and your team can come along to the day – putting names to faces always helps Comms Group Started based on feedback from last portfolio day For all partners, great to have member of communications team Plan to have one meeting a quarter, for some reflection, some training if needed, forward planning but also to help build the collective CashBack story. What’s it for? planning ahead clear messaging support / involvement from Scottish Government
My impressions of PR are that you are always moving around, dealing with new people and always on the go.
In PR there is lots of finding information, then typing it and then adding to your information, then typing it and then sorting out your story then typing it and eventually finalising your story, then typing it. In conclusion there is lots of typing.
When working in PR you have to be able to communicate well with people, talk people into anything and talk yourself out of anything.