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

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

10:45

The Ten-Step Approach to Grants Performance Management
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

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

4:30

Adjourn

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

10:00

Step Six: Selecting the Right Grantee Using
Performance Criteria
• Evaluate past grantee performance
• Determine the “best value”
• Assess potential conflicts of interest

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

4:15

Conference Adjourns

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