206833 Managing complexity: Community balanced scorecards for public health

Monday, November 9, 2009

Paul David Epstein , Results That Matter Team, Epstein & Fass Associates, New York, NY
This paper will describe the application of Community Balanced Scorecards (CBSCs) to public health. CBSC is a new methodology based on the balanced scorecard, the popular organizational strategy tool used in the public and private sectors for over fifteen years. The author will build on his description of CBSCs in his chapters of "The Public Health Quality Improvement Handbook" (Public Health Foundation-American Society for Quality, expected April 2009) by showing how the Public Health Accreditation Board's new draft standards apply, and adding experiences from five public health organizations from across the U.S. participating in a new pilot program. Key questions addressed include: How can public health professionals manage the multi-sector, multi-organization collaborations crucial to community health? How can standards-based assessment data and quality improvement be translated into better health outcomes? The paper will describe how Community Balanced Scorecards enable the strategic use of data to manage the complexity of collaborations while maintaining a sharp focus on the ultimate goal of measurable, sustainable community health improvements. Other topics covered include: “Strategy mapping,” a process that clarifies the logical steps toward achieving outcomes while also communicating roles and purpose among collaborators; How CBSCs can make best use of standards-based assessments, accreditation, or collaborative planning (e.g., MAPP) to focus on improving health outcomes; How CBSCs help identify which quality improvement initiatives are most strategic to improving community health; Use of CBSCs for managing objectives, projects, and performance data in a collaborative environment; Use of “Community Compacts” to enhance accountability and help move the needle on priority health indicators.

Learning Objectives:
1. Describe how to turn well-meaning but unproductive or unfocused partnerships into data-driven, accountable collaborations focused on achieving desired community health outcomes. 2. Design community strategy maps that build from community assets, to actions, to improved community health status. 3. Evaluate results of standards-based assessments for action, based on the community’s balanced scorecard strategy. 4. Determine which of many possible quality improvement initiatives among collaborating organizations are most timely and important to improving public health outcomes.

Keywords: Collaboration, Quality Improvement

Presenting author's disclosure statement:

Qualified on the content I am responsible for because: I have over 30 years of research, consulting, and training experience in public, nonprofit, and community performance management, and strategy management including balanced scorecards, including projects for public health departments (New York City, LA County). My practice-based research in communities in the U.S. and abroad has led to three books (latest: RESULTS THAT MATTER, Jossey-Bass, 2006) and, most recently, three chapters in THE PUBLIC HEALTH QUALITY IMPROVEMENT HANDBOOK (Public Health Foundation-American Society for Quality, forthcoming April 2009). I was lead-author of two of those chapters, including one focused on the topic of this session: "Community Balanced Scorecards for Strategic Public Health Improvement," and co-author of a related chapter.
Any relevant financial relationships? No

I agree to comply with the American Public Health Association Conflict of Interest and Commercial Support Guidelines, and to disclose to the participants any off-label or experimental uses of a commercial product or service discussed in my presentation.