Good Day !

Cebu Caritas
Incorporated:
Sheila Altar
Performance Roselle Diez
Kendric John Espinosa
Evaluation Lloyd Millan
Using the Balanced Mikee Sevilleno
Jeremiah Tamparong
Scorecard approach
Agenda
Introduction The Problem Methodology
 The Rationale  Statement of the Problem  Research Environment &
 Literature Background  Significance of the Study Participants
 Conceptual Framework  Research Instruments
 Research Procedures

Agenda
Presentation, Analysis Summary of Findings,
& Interpretation of Data Conclusion &
 Survey Summary
 Data Analysis
Recommendations
 Summary of Findings
 Conclusion
 Recommendation
Introduction Rationale
Growing worry about the
lack of improvement in
the performance of NPOs
While performance measurement
does bring many benefits to an
organization, Non-profits tend to
shy away from such procedures
Theoretical Effect of using a
Balanced Scorecard on
Internal Efficiency
 A Balanced Scorecard gives
management ideas and
reminders to goals previously
set so that the organization
does not stray from its mission
and simply tries to be
everything to everyone

Improvement of operations of
Not for profit Organizations &
Better services provided to
Community
 Commission on Service-Cebu Caritas, Inc.

Established in 1959
SERVICES PROVIDED Registered in SEC in January 10, 1974

DIOCESAN RELIEF,
WELFARE EMERGENCY &
SERVICES REHABILITATION
OTHERS:
HIV/AIDS PROGRAM SCHOLARSHIP
BIGASAN SA PAROKYA
 Review of Related Literature
Performance measurement is a
continuous process of monitoring and
Performance Measurement for Non- reporting on program progress.
profit Organizations (2016)
Program evaluation is a tool used to
 An NPO’s cost efficiency is of a assess how well a program is working. - US-EPA
greater concern compared to for-
profits

 Any surplus of funds will be used Evaluation is a scientifically based

to further their respective goals assessment of the strengths and
rather than be distributed weaknesses of the project
- Justine Hunter (2009)
Epstein and Buhovac (2009)
 Organizations tend to not have the
necessary staff with enough know-
how to think beyond the short-term
 In order to conduct performance
measurement one needs to be
aware of many factors
(such as monitoring efficiency and
goal achievements, fundraising
activities, program productivity
rates and the like)
Kaplan and Norton (2001)
 The balanced scorecard is a tool developed
to overcome deficiencies in the financial
accounting model
 The Role of a balanced scorecard in a non-
profit is not only limited to performance
measurement and management but also
serves to create a concise goal enabling non-
profits to not only decide what to do but also
decides what not to do
Scholey and Schobel (2016)
 Conducting a performance measurement consists of four stages: planning, strategy
mapping, use of a balanced scorecard, and review and assess stage

 The planning stage entails reappraisal of many of the organization’s goals

 The strategy mapping stage involves a series of approaches involving value

preposition and key holder strategies

 The balanced scorecard stage helps the organization have a solid view of its current
foundations

 The review and assess stage is where the organization can now set and monitor
progress to certain goals it deems necessary
 The Problem
Has the organization been
able to achieve its goals?

Which operational areas of

Cebu Caritas Inc. need
Are the strategies employed more improvement based
effective and efficient in on the results of the
providing value for the evaluation?
organization and achieving its
objectives?
Statement of the Problem
Conceptual Framework
 Significance of the Study
Benefactors/Donors

Academic and Research

Institutions Cebu Caritas Inc. and
other NPOs
 Methodology

Research Environment
Research Participants
Research Procedures
 Research Environment
Volunteer’s clinic

Cebu Caritas Incorporated

RER Beneficiaries
Participants 85% confidence level
10% margin of error

Employees RER Program

80% confidence level

20% margin of error
Beneficiaries DWS Program

80% confidence level

30% margin of error
Volunteers
Scholarship Program
 Research Instruments

Survey Questionnaire Interview Guide

Consists of questions that assess a list of topics, themes, or areas to

satisfaction, experience and be covered in the interview
impression on Cebu Caritas
Organization.
Sample Survey Form
Research Procedures
1 Gathering necessary information
2 Making of the Strategy Map
3 Establishing the Balanced Scorecard
4 Gathering data and determining the sample size
5 Survey & Interviews
6 Quantifying and Summarizing Data
7 Thorough Analysis
8 Drawing Conclusions
Presentation, Analysis
& Interpretation of Data
 Vision Strategy Map
Commission on Service as leader and prime
mover in helping the poor in building self-reliant
communities of disciplines immersed in the
Gospel Values.
Value Proposition
Stakeholder Intimacy:
To provide general services for the
development and liberation needs of individuals,
families and communities in distress
Mission
 Provide technical and financial assistance to the poor
 Initiate and organize groups to work together as
communities imbued with Gospel Values and
ecological concern
 Facilitate and create networks with other commissions
of the Archdiocese, GO’s, PO’s and NGO’s in
accordance with the Archdiocesan Plan.
Summary of Findings PERSPECTIVE OBJECTIVE MEASURE TARGET STRETCH ACTUAL

Answer
T

STAKEHOLDER  Beneficiary
stakeholders’  4  5  4
PERSPECTIVE Satisfaction
varying needs
H
E S  Fundraising
(improve income
 Fund raising
efficiency  70%  80% 9.18%
C
FINANCIAL generating projects) 
 Charitable  65%  70%
PERSPECTIVE  80.02%
Commitment
 Efficient use of
B O financial resources

A R
L E  Achieve Operational  Compliance to
INTERNAL Excellence Management  75%  95%
A C PERSPECTIVE (Improve Internal Standards of Caritas
 69.2%
Efficiency) Internationalis
N A
C R  Establish Linkages

E D LEARNING &
GROWTH
 Attract & retain  Volunteer
 4  5  4
dedicated Satisfaction
D PERSPECTIVE volunteers &
employees
Summary of
Findings,
Conclusion and
Recommendation
 Conclusion

The organization has been able to partly achieve its goals.

Its strategies were ineffective and inefficient only in relation

to its fundraising activities and its compliance with Caritas
Internationalis Management standards.

CCI was able to provide a positive feedback regarding its

mission and vision by being able to meet and exceed its
target ratios with the remaining measures.
Recommendations  Properly define its strategies

More active effort into raising funds and attracting new

donors

 Establish a proper organizational structure for proper

designation of roles

 Maintaining its positive aspects by consistently providing

quality services in line with its Mission and objectives

 The organization should regularly conduct a performance

evaluation
Thankyou