Form a Performance Measurement Working Group

To get started, form a performance measurement working group that includes key program staff. Designate one person to lead the group. Measurement working groups typically include one to five people, depending on the size of the program or organization, and function best when they are racially diverse and include people from each level of the organization. Be sure to include anyone who will be critical to getting the performance measurement system up and running once it is in place. The experiences, values and concerns of communities of color are invaluable in monitoring performance, so members of these community should be full participants in the workgroup. 

Conduct a Performance Measurement Audit

A performance measurement audit will help you build on any existing measurement practices that your organization may already have in place. The toolkit uses the terms 'measures' and 'indicators' interchangeably.  Performance Measure Audit Tool (22.25 KB)

To conduct the measurement audit, answer the questions below. 

  1. What indicators are you currently tracking?
    • Compile a list of all the indicators that your organization currently tracks, both quantitative and qualitative.
  2. How and when are you tracking these indicators?
    • In most organizations, multiple staff members involved in activities and operations engage in data collection using a variety of tools to capture data at different times.
    • For all of your current measurement practices, list who is measuring, when, and how.
  3. Where and how are you storing your data?
    • Make sure you know where all of the data currently collected by your organization end up.
    • Take stock of all file collections, spreadsheets, databases, accounting systems, and other tools.
    • Create a master list of data storage locations, if you do not already have one.
  4. How are you reporting your data?
    • Methods of reporting your data can include dashboards, report cards, annual reports, stakeholder newsletters, and internal program reports.
    • For each report, assess which indicators and other content are reported, to whom, and how often.
    • Also document who develops the reports.
  5. How are you reviewing and using your data?
    • Assess how your organization makes use of collected data.
      • Who reviews your performance reports and when?
      • Do you hold regular performance review meetings?
      • How do you analyze and interpret data?  
      • Are data routinely disaggregated by race? 
      • How do you incorporate conclusions drawn from your data into decision making?

Consider Creating a Logic Model  

  • Logic models are a graphical depiction of the relationships between the resources, activities, outputs, and outcomes of a program

  • A logic model allows you to assess the "if-then" relationships between the elements of the program - if the resources are available for a program, then the activities can be implemented, if the activities are implemented successfully then certain outputs and outcomes can be expected

  • There are many resources available outlining how to create a logic model - including this video

More information on creating Logic Models. 

Root Cause (2009), Building a performance measurement system: Using Data to Accelerate Social Impact.