PEC Committee 1/12/18

Transcription

1 PEC Committee 1/12/18

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3 Annual Agency Goals FY Agency Goals are yearly organizational goals that help to convert our mission statement from a broad vision into more specific plans and projects. They set the major targets for success and are designed to be measurable and a realistic translations of our mission statement that can be used by leadership and management to guide decision-making. Agency Goals are developed as a 1 year plan that identifies key strengths and weaknesses and sets out the specific expectations that will allow our organization to achieve its more broad-based mission or vision statement. Operational Objectives Operational objectives are daily, weekly or monthly project targets that implement our larger agency goals and strategic plan. Operational objectives are set out with annual goals in mind and provide a means for leadership and management to break down our larger annual agency goals into workable tasks. As with annual agency goals, operational objectives should be measurable and specific, however, their focus is narrower. KPIs or Performance Measures KPIs are organizational metrics to track and analyze factors deemed crucial to our success. Effective KPIs focus on our organizational process flows and functions for measuring progress towards meeting strategic objectives. Measure verse Metric The terms metric and measure have some overlap. Measures are used for more concrete or objective attributes and metrics for more abstract, higher-level, or somewhat subjective attributes. Dashboard A dashboard is a data visualization tool that displays the current status of metrics and key performance indicators (KPIs) for our organization. Dashboards consolidate and arrange numbers, metrics and sometimes performance scorecards on a single page. Key Performance Indicator A Key Performance Indicator is a metric that demonstrates how effectively we are achieving our key objectives. We use KPI's at multiple levels to evaluate our success at reaching targets. High-level KPI's may focus on the overall performance of a department (finance), while low-level KPI's may focus on processes within a Team (treatment plans completion). Initiatives Achieving the strategies through day-to-day work that can take 6 months to 1 year. Initiatives are a response to how far our organization wants to go in the next FY or a specified time frame. Initiatives will have associated measures that will indicate if the initiative is achieving desired results. Standard A standard is a set of related indicators or benchmarks which provide socially meaningful information regarding performance. Scorecard A scorecard measures and manages our strategic plan.

4 ANNUAL AGENCY GOALS Convert strategic plan from broad vision to more specific plans Used by leadership and management to guide decision making (scorecard) Developed as a 1year plan Goals that define short-term action Helps connect mission to vision Guides key activities that are needed to achieve vision Goals that are specific, measurable, and realistic

5 FY 18 AGENCY GOALS (Scorecard ) Standards quarter 1 quarter 2 quarter 3 quarter 4 Decrease number of persons served PHQ-9 score within 6 months NA 23% Improve number of persons served BMI score within 6 months NA 3% Maintain consistent 1 quarter (non-operating) cash reserve $1,486, $1,854, Meet quarterly development goals from investors $38, $54, Decrease annual workforce voluntary turnover 10.5% 9% Increase total number of active directors of governing board by 6 members 15 16

6 OPERATIONAL OBJECTIVES Track project targets and actuals by management (dashboard) Means for breaking down larger annual agency goals into workable tasks Specific and measureable Ensure operations of business runs smoothly Optimize persons served satisfaction Achieve high quality services that meet our established standards Ensure our business is profitable

7 Improve the overall health of those we serve physical health physical health physical health physical health mental health FY 18 Operational Objectives (KPIs) Jul-17 Jul-17 Aug-17 Aug-17 Sep-17 Sep-17 Oct-17 Oct-17 Nov-17 Nov-17 Dec-17 Dec-17 T A T A T A T A T A T A Key Indicator At least 37% of clients served have a body mass index (BMI) between 18.5 and 24.9 At least 60% of clients with diabetes with an A1C fewer than 8% At least 60% of clients diagnosed with hypertension with blood pressure under 140/90 At least 56% of clients served who do not use tobacco products At least 85% of clients with a diagnosis of depression and/or a PHQ-9 score > or = 10 and are currently prescribed an anti-psychotic medication and/or are receiving individual group therapy 37% 29% 37% 31% 37% 22% 37% 26% 37% 33% 37% 25% 60% 60% 60% 64% 60% 65% 60% 62% 60% 65% 60% 62% 60% 80% 60% 82% 60% 82% 60% 83% 60% 86% 60% 88% 56% 30% 56% 32% 56% 32% 56% 34% 56% 33% 56% 32% 85% 81% 85% 81% 85% 82% 85% 84% 85% 84% 85% 83% mental health At least 85% of clients with a diagnosed with schizophrenia spectrum disorders are currently prescribed an anti-psychotic medication and/or are receiving individual group therapy 85% 83% 85% 81% 85% 81% 85% 83% 85% 82% 85% 83% housing At least 90% of clients live in stable housing 90% 92% 90% 92% 90% 90% 90% 91% 90% 92% 90% 92% vocational Ensure compliance with regulatory, licensing, and payer's documentation requirements internal audit - quaterly internal audit - quaterly At least 17% of clients are employed either full or parttime, involved in educational activities, or are volunteering in their community Key Indicator Less than 5% of sample billings reviewed during internal billing and compliance audits are found to be in non-compliance status (quarterly) 95% of clinical documents audited will demonstrate compliance with CSR regulations (quarterly) 17% 27% 17% 22% 17% 23% 17% 26% 17% 24% 17% 25% 5% 4% 5% 3% 95% 93% 95% 94% Ensure outstanding organization financial health Key Indicator developemnt - quaterly $712,400 in non-event giving (quarterly) $54,243 $38,767 $54,243 $54,777 devlopment - quaterly $144,827 in grant revenue (quarterly) $12,000 $12,564 $12,000 $14,535 financial Less than 1% of claims are not filed due to lack of current, signed treatment plan 1%> 1.10% 1%> 1.08% 1%> 1.07% 1%> 1.11% 1%> 1.10% 1%> 1.04% financial Less than 1% of claims are not filed due to expiration of eligible documentation 1%> 2.80% 1%> 2.70% 1%> 2.77% 1%> 2.75% 1%> 2.87% 1%> 2.90% financial 6,955 face to face unduplicated clinical visits per month Ensure an outstanding work environment and effective internal communications human resources Key Indicator At least 80% of employees rate their employment experience as "satisfied" or "very satisfied" on the "employee satisfaction survey" 80% 88% 80% 89% 80% 90% 80% 91% 80% 91% 80% 92%

8 Outliers: Rebranding in strategic goals/plan Retooling our systems in strategic goals/plan No mention of fiscal status in strategic goals/plan Increasing the total number of active directors on board in annual agency goals Audits in operational objectives