Collective Force: A Brief History

CC Oakland and CC Portland begin independent processes to research, purchase and implement client information systems Our two agencies initially shared RPI and vendor evaluation information for existing software products Collaborative discussions intensified a third service agency joined the process Reached consensus that no existing software/ system would meet our needs Mutually found the right developer working on the wrong platform!

2010

2011

Structuring Our Collaborative

Consensus Based, Joint Purchasing

Creating a Vision
Client success through creating and sustaining a best-in-class, collaborative technology solution for human service agencies.

 Must be strongly client centered Will promote Case Manager efficiency and effectiveness Helps foster collaboration and service integration Identifies effective service interventions Allows for easy integration with multiple databases Manageable for the average social service agency Will account for social media functionality Has ability to link services to specific benchmarks and agency performance metrics Will enhance accountability to clients, Board of Directors, donors and funders

Creating a Vision Critical Features

 Selection of Salesforce as system platform Clear structure & roles Defining our common core service workflow Clarity of mission for Development Team Key Contributions from Executive and Service Administrators Blue Sky Visioning and Beta Teams Anticipate change management needs newsletters, updates, champions, Board support, etc.

Critical Success Factors

 Pan-agency work teams need inter-dependent tasks to build cohesion and effectiveness. J Team and service specific groups have achieved high performance in these instances. A process of this complexity will test partnerships, build deep understanding and trust, but will also more clearly define differences. The depth of detail, level and volume of work requires clearly defined roles and team purpose. Plus the willingness of upper management to delegate, empower, and allow staff at all levels ownership in the process. Involve end users in the process early, in the middle, at the end and often! It has taken contributions from every partner agency, work team, individual employee, and many outside parties to make this successful.

What Weve Learned/ Are Learning

Our Core Workflow

Universal Workflow Client Makes Contact Screening Referrals General Intake Reporting

Program Specific Workflow Program Intake Discharge Assessment Service Plan Case Coordination

Aftercare

End

Goals
Collective Force Outcomes Matrix

Economic Emotional Physical Knowledge Well-being Well-being Well-being Attainment

Employment Housing/Shelter Assets Income Financial Management Basic Needs (access to food, clothing, utilities etc.) Immigration Status Child Care Transportation Health Insurance Relationships Mental Health Family Functioning Social Support Network Nutrition Health Care Physical Safety Parenting Skills Formal Education Life Skills Vocational Training Functional Ability

Domains

Physical Health Human Substance Abuse Development

Psychosocial/ Environmental Stressors Cultural Identity Community Engagement

Physical Environment

English Language Skills Job Readiness Literacy School Readiness

Domain Scoring

In Crisis

Vulnerable

Stable

Safe

Thriving

Example: Housing

0-2 Temporary shelter Doubled up/couch surfing Homeless

3-4 5-6 Temp/transiti Safe & onal housing secure Unaffordable subsidized housing rental, Eviction section 8 notice/immin or public ent risk of housing losing housing Marginally adequate housing

7-8 9-10 Housing of Safe and secure nonchoices such subsidized, as home ownership or affordable non-subsidized choices rental housing limited due to moderate income

Collective Force Performance Architecture HDI Outcome (Universal) : Economic Well-Being

Service Domain (Universal) : Financial Management (scored at Intake, every 90 days, & at Program Exit)

Program Indicator (Agency Defined): Client IDA savings will average $1000
Client goal (Client Defined):
I want to save $500 in my IDA by the end of the year

 http://www.youtube.com/watch?v=gDIHXc S2p3M&list=PLFkCRWDRrTMAJwHqftyS7lF arLqiGdWLK&index=5 Demo as of 12/17/12

Demo: What Weve Built

How is the Collective Force Experience relevant for my organization? Structuring Partnerships Client Data Management

Groups