1 / 11

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

yamin
Télécharger la présentation

Using Salesforce for Performance Monitoring and Program Evaluation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related