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Performance Accelerator Knowledge Center

Module Two: Operationalizing
Performance Management in Behavioral Health

Putting Performance Management Plans into Action

Building on Module One, this module focuses on turning performance management strategy into practice. It guides counties through collecting and analyzing data, structuring productive performance conversations, and using data to adapt programs in real time.

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Module Two Objectives

Put performance management into practice

Turn data into actionable insights

Use dashboards to make informed decisions

Adapt programs based on performance insights

What you'll learn

PART 1
PART 2
PART 3
Collect and Analyze Data
How to effectively collect and analyze program data to translate into meaningful and actionable insights
Performance Insights
How to structure your performance management process and have productive conversations with your team(s) and stakeholder(s)
Adapt Program Models & Processes
Strategies on how to evaluate your performance management process to ensure it’s delivering on the impact you want long-term

Not sure where to start?

This 45-minute overview of Module Guide Two provides detailed insights, examples, and use cases for how to stand up a performance management process that turns program data into real decisions. It reviews structured review cycles, metric dashboards that center individuals and engage frontline staff, and productive conversations with providers focused on progress and meaningful improvement.

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Module Two Resources

Resources to help you execute on the concepts in Module Guide Two

Resource 2A

Building Performance Management Dashboards
Create a dashboard that shows monthly program performance, individual experiences, engagement, and outcomes
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Resource 2B

Develop a Performance Management Charter
Identify the key people for managing your performance management process and learn how structure complex work across multiple teams
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Resource 2C

Common Performance Management Mishaps
This document provides recommended solutions and tools to address common mishaps
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Resource 2D

Develop a Performance Period Calendar
Example performance management timelines for key BHSA programs for managing your performance management process
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Resource 2E

Develop a Performance Review Timeline
Example performance management timeline for evaluating your process at the end of the performance period
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Get hands-on support to put these resources into practice

New tools and requirements can be complex to navigate. Our goal is to make this work easier and more effective for your county. To support that, we offer one-on-one introductory sessions designed to help you understand how the Knowledge Center tools can be applied in your local context. In this session, counties will:

  • See how the Knowledge Center tools can fit your county’s priorities and capacity 

  • Learn how counties are effectively applying these tools 

  • Identify which resources are most relevant to your county’s BHSA priorities 

  • Get connected to upcoming hands‑on support: workshops, webinars, office hours, and more
Request an intro session

“The Performance Management Dashboard is really going to help our department make data-driven decisions and be able to show our story through data...I cannot wait to have our data analyst create reports for us.”

Developing a Performance Management Dashboard

Create a dashboard that clearly shows how your program is performing month-to-month and how an individual experiences, engagement, and outcomes are trending. This helps identify strengths, challenges, and opportunities for improvement in service delivery and operations

Go through Resource 1A (Building a Theory of Change (TOC)) exercise from Module One to determine the core goals of your program.
 
Your TOC will be the backbone of your dashboard.
 
Select Key Performance Indicators (KPIs) using Resource 1D that represent each step of your program’s journey. Choose KPIs that:
 
  • Directly connect to TOC elements
  • Track the progression of individuals and show successes and exceptions
  • Include the experiences of individuals in the program
  • Can be regularly reported using existing systems (EHR, provider reports).
  • Help understand performance and make decisions.

Tip: Discuss which KPIs would be best to track with key frontline staff

 
Use Resource 2A.2 (Building a Performance Management Dashboard XLS) to generate monthly visualizations of your selected KPIs. Some recommended dashboard sections include:
 
  • Outreach and Engagement: Outreach attempts, Referral Type and #, etc.
  • Service Delivery and Census: Program census, staffing service engagement, etc.
  • Progress and Outcomes: Service connections progress, outcomes, etc.
  • Exits: Exit types, exit outcomes, etc.
 
Tip: Use Resources 2B and 2E to help guide your PM strategy and timeline for discussions.
 

Get started with Module Two

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Previous Module:
Building a Performance-Focused Approach

Next Module:
Contracting as a Tool for Performance

Get in touch with the Performance Accelerator team

Fill out the form below or email us at bhtaccelerator@hbgi.org