Problem 1 of 5 I help solve

Define success and the path

Get your team, partners, and community agreeing on what success means, and how you will know you are getting there.

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Sound familiar?

When this goes unsolved, it shows up like this.

Success is vague

"Equity" and "quality jobs" mean something different to each partner.

Metrics are unclear or missing

No one can tell if the work is on track.

The team is not aligned

Priorities blur, work gets duplicated, time is lost.

Stakeholders are confused

Partners hear different stories, and trust erodes.

The plan is too big to start

Thirty metrics on day one, and nothing gets tracked.

How I approach it

Three moves, done with your team.

01

Find the real problem

Map root causes and consequences together.

02

Agree on success

Leaders, partners, and community choose the measures.

03

Phase the plan

What to track now, next, and later.

In practice

We Prosper Together

Valley VisionCalifornia Jobs FirstCapital Region, CA2024 to 2025
Where they started

Many partners, many definitions of success, and no shared way to track progress.

What we built together

Problem tree, theory of change, success thresholds, 14 metrics, and a phased tracking plan.

Where they are now

One shared framework that partners helped shape, and a team ready to run it.

3workshops and training sessions
13 → 6metrics rated, then chosen by the Leadership Council
40%of investments to benefit disinvested communities
3tracking phases: now, next, later
Problem tree: from root causes to consequences
Problem tree: from root causes to consequences
Theory of change: four strategies, one goal
Theory of change: four strategies, one goal
Dashboard concept for tracking progress
Dashboard concept for tracking progress
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The lessonDefine success with the people who will be measured by it. Then start with what your team can track this quarter.

Delivered by The Triangle, with advisory support from colleagues at UC Berkeley.

Also applied in

The same approach, in other settings.

California Jobs FirstDesigned evaluation methods for the $600M statewide program, as Senior Advisor in the Governor's Office.

SHCLA, The UnionA logic model linking supportive housing to lower crisis-system costs. See the story

Three ways to work on this

Start small with a workshop, or go deep together.

Core offer

Build with you

Build your problem tree, theory of change, metrics, and tracking plan with your team.

Training and coaching

A workshop where leaders and partners agree on success and choose the measures.

Learning and evaluation

A review of your current metrics: what is missing, what to cut.

Tools you can use

Measure What Matters diagnosticTwelve questions on how ready you are to track success. [link]

Success metrics templateMetric, threshold, baseline, frequency, and data source. [Coming soon]

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Explore the problems I help solve

Each one comes from real work with public initiatives.

Starting something new, or stuck on what success looks like?

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