| Day
One: February 1, 2005 |
8:30
- Registration
& Continental Breakfast
9:00
- Overview
of Federal Grants Management,
Circulars and Regulations
•
Understand applicable legislation and compliance issues
• Discuss the pros and cons of developing and implementing
performance measures to evaluate grant program success
David Zavada, Chief of Financial Standards
and Grants Branch, Office of Management and Budget*
9:45
- Trends
and Methodologies for Performance-Based
Grants Management and Evaluation
•
Understand emerging accountability and transparency issues
in grants management
• Incorporate performance measures in your awarding
strategy for managing, tracking and evaluating
Jayme Sokolow, PhD., President, The Development
Source
10:30
- Break
& Refreshments
The
Ten-Step Approach to Grants
Performance Management
10:
45
- Step
One: Comprehensive Framework for
Performance Measures and Evaluation for
Grants: Lessons for Funders and Their Grantees
•
Develop
a framework for measuring grant program performance
•
Utilize logic modeling to link end-outcomes to specific grant
program activities
Carl DeMaio, President, The Performance
Institute
12:00
- Networking
Luncheon
1:15
- Step
Two: Establishing & Training a PBGM Team
•
Identify
all stakeholders for grants programs
•
Align individuals’ responsibilities to the project’s
mission
Gail Vertz, Executive Director, American
Association of Grant Professionals
2:30
-
Step Three: Streamlining the Grant’s Terms and
Conditions to Focus on Results
•
Benchmark the purpose, objective and projected outcome of
a grant, and advertise the available assistance in required
media
•
Determine the key components of each grant
Jeffrey Lischin, Director, Consulting
Services
3:30
- Step
Four: Designing Performance Measures and
Including Them in RFP’s and/or Grant Applications
•
Design performance measures as part of the RFP and educate
potential grantees of the role of performance measures
•
Develop RFP’s to measure appropriate outcomes
Gail Vertz, Executive Director, American
Association of Grant Professionals
4:30
- Adjourn
| Day
Two: February 2, 2005 |
8:30
-
Continental Breakfast
9:00
- Step
Five: Optimize the Solicitation, Review and
Award Processes
•
Streamline the solicitation and award criteria
•
Conduct efficient and productive market-sector research
Dr. Price Connor, Scientific Review Administrator,
Center for Disease Control, National Institute for Occupational
Safety and Health (NIOSH)
Dr. Adele Childress, NIOSH Program Administrator,
Center for Disease Control, NIOSH
10:00
-
Step Six: Selecting the Right Grantee Using
Performance Criteria
•
Evaluate past grantee performance
•
Determine the “best value”
•
Assess potential conflicts of interest
Bill Bethel, Branch Chief, Grants Management
& Reporting, The Office of Budget and Planning, Office
of the CFO, The District of Columbia
11:00
- Break
& Refreshments
11:15
- Step
Seven: Evaluating the Progress of Your Grantee
•
Determine the type of follow-up required
• Assess the grantee’s operational and financial
capacity to overcome performance obstacles, take corrective
action and report progress
Diane Peal, Vice President, Community
Information and Outcome Manager, United Way of Greater St.
Louis
12:00
- Networking
Luncheon
1:00
Step Eight: Assisting Grantees with Implementing Effective
Performance Measures
•
Link performance measures to budgeting and staffing
•
Make performance measurement and evaluation part of everyday
functioning and improvement.
Veena Pankaj, Evaluation Specialist,
Innonet, Inc.
2:00
- Break
& Refreshments
2:15
- Step
Nine: Using External Evaluators to Assess
Grantee Performance
•
Develop a value-added approach to using thirdparty evaluators
•
Balance the need for an expert evaluator with the need to
incorporate evaluation into capacity building for grantees
Mark Turner, President, Optimal Solutions
Group, LLC.
3:15
- Step
Ten: Post-Award Monitoring, Oversight and
Review
•
Determine whether positive changes have been demonstrated
•
Devise clear measures of performance and accountability
Gail Vertz, Executive Director, American
Association of Grant Professionals
4:15
- Conference
Adjourns
| Day
Three: February 3, 2005 |
8:30
-
Workshop Registration & Continental Breakfast
9:00
-
Application Workshop: A Step-by-Step Case
Study on Developing Performance Based Grants
Walter
Sachs, Contract Operations, Florida State Department of Children
& Family Services
Walter Sachs is the Assistant Staff Director for Contract
operations at Florida’s Department of Children and Family
Services. His responsibilities include: providing direct technical
assistance and direct training support to operational contract
administration units throughout the State of Florida; processing
solicitation and contract documents for central office contracts;
and, developing research and training curriculum related to
social services contracting activities. Mr. Sachs has worked
with the Department of Children and Family Services for over
15 years in various positions related to contracting activities.
3:00
- Workshop
Adjourns
This
workshop will provide a comprehensive, step-by-step guide
to implementing effective performance measures to ensure the
success of your grant programs. This valueadded workshop is
designed to give you the hands on tools necessary to maximize
what you are able to take away from this conference. Participants
will learn:
A Step-by-Step Framework for Improving Grant Management
to:
•
Strengthen and streamline your grantmanagement strategies
•
Link performance measures to grant program activities and
your agency’s mission and goals
•
Incorporate evaluation indicators to measure and monitor the
effectiveness of your grant program
•
Identify your grant program’s specific results
|
