The document announces the Social Services Performance Summit 2009, which will be held on September 22-23, 2009 in Washington, DC, with optional pre-conference and post-conference workshops. The summit will focus on improving social services delivery through performance management, measurement, and accountability. Topics will include implementing performance measures, navigating transparency and accountability requirements, and using data to evaluate programs. Attendees will learn best practices for compliance, continuous improvement, and demonstrating results.

1. The Social Services Performance Mandated Social Services Reporting
Plan to Meet Summit 2009
and Performance Requirements
Social Services
Performance Summit 2009
Improve Your Agency’s Delivery in a New Era of Performance Management for Social Services
September 22-23, 2009 | Washington, DC
Optional Pre-Conference Workshop September 22, 2009
Optional Post-Conference Workshop September 24, 2009
Understand the Recovery Act to Drive Successful Programs Implement Performance Measurement Best Practices to
Prepare for and Navigate Standards under the Recovery Implement Change
Act to increase social services effectiveness Develop and utilize performance measures to evaluate
progress and develop a plan to increase positive outcomes
Amplify Grants Management and Performance Based
Contracting Techniques Navigate Your Agency through Transparency and
Devise, implement and maintain performance-based Accountability Practices
service contracts, and learn proven methods win Enhance performance management by understanding new
performance-based grants. reporting mandates
www.SocialServicesSummit.org1
www.SocialServicesSummit.org

2. The Social Services Performance Summit 2009
Day One:
Who Tuesday, September 22, 2009
Should Attend: Pre-Conference Workshops are hands-on, interactive sessions with specially designed
exercises and projects that have immediate application. With this application session,
you will enhance your training experience by establishing a reference point of
knowledge, language and methodologies for the rest of the event. This seminar will dive
deep into the process or winning and managing grants to help improve your expertise
• Federal, State and and gain knowledge of practical tools to implement from field experts. Enrollment space
is limited, so register today to reserve your place.
Local Social Services
Officials 8:30
Pre-Conference Seminar Registration & Continental Breakfast
• Federal, State and 9:00
Pre-Conference Workshop
Local Contract Implement the Balanced Scorecard for Successful Agency Outcomes
Administrators and In today’s difficult and uncertain economy, all personnel must come together to appreciate
and understand the value of strategic management to sustain and grow business. Learning
Officers the basics of Balanced Scorecard design and deployment while gaining insights into the
potential pitfalls and hurdles to successful implementation will put your agency ahead.
Through the integration of proven BSC tools and techniques understand how to achieve
• Program Managers breakthrough outcomes for success. In this comprehensive workshop, you will achieve
understanding of the Balanced Scorecard and its applicability to social services agencies
and Directors and help your agency better define outcomes and drive change from within.
• Implement and execute the Balanced Scorecard methodology
• Learn to make your agency strategy focused with the Balanced Scorecard
• Grants Managers
• Identify growth opportunity from within your agency
• Grantees
12:00
Pre-Conference Adjourns/Lunch Break/Conference Registration
• Certified Case
Managers 1:00
Meet and Greet: Get to Know Your Fellow Attendees
... And anyone else
involved in the social
services field!
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3. The Social Services Performance Summit 2009
Top 5 Day One, Continued:
Tuesday, September 22, 2009
Reasons to Attend: 1:15
Keynote Address
Stimulus SuccessHow the Obama Administration, the Recovery Act and
1. Use performance New Funding Requirements are Shaping the Future of Social Services
measurements The Obama Administration has made strides to work with social services to increase fund-
ing and manage programs more effectively. With new mandates under the Recovery Act
and evaluations to funding, agencies and organizations will be under increased pressure to measure, evaluate,
ensure continual improve and report the results of their programs. How will the agenda of the next four years
impact your work? During this keynote address, hear about and discuss the future of social
program growth and services and:
improvement • Capitalize on the President’s agenda and obtain new resources to grow your program
• Utilize federal assistance to revitalize your efforts to mirror federal progress
• Acquire strategies to harness alternative funding sources to further your program initiatives
2. Implement
performance-based
2:15
contracts to increase Break & Refreshments
accountability and
transparency of 2:30
services Comply and Communicate in an Era of Transparency and
Accountability
3. Establish a • Increase agency and program accountability and performance by making information
transparent and readily accessible
performance
• Comply with government mandates and dialogue with stakeholders to ensure performance
evaluation system to accountability
manage grants and • Disseminate pertinent information to appear transparent to the public and
contracts
3:30
4. Understand how Define and Measure Success through a Focus on Social
Services Outcomes
implementation of
• Review various approaches to assess program effectiveness that matches your agency’s
performance measures needs and situation
will positively affect • Learn from the experiences of the Administration for Children and Families to measure the
your organization performance of a broad range of social services programs
• Determine how to develop the right questions for your organization and identify the best
approaches for answering them.
5. Improve your agency
data collection and 4:30
analysis practices Adjourn
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4. The Social Services Performance Summit 2009
Day Two:
Wednesday, September 23, 2009
“The information 8:30
Continental Breakfast
was great to help
9:00
develop performance Keynote Address
Create a Culture of Performance to Drive Innovation in Social Services
measures and Innovation is one of the most important factors to drive social services performance in tough
economic times. Investing personnel and other resources into driving innovative practices can
create a culture of performance management that can carry your agency through difficult
transform our times. In this keynote address you will learn how the innovation can positively impact and
transform social services.
department mission • Leverage internal resources to drive innovation and increase performance
• Integrate strategies for innovation and enhance further growth
and vision.” • Develop unique and differentiated solutions to meet performance mandates
Julia Morey-DiRuggiero
Performance Planning and 10:00
Operations Manager, Break & Refreshments
New Mexico Human Services
Department
10:15
Incorporate Planning, Evaluation and Performance Measurement
Practices
• Establish clear program goals and objectives to plan effectively
• Learn to avoid common pitfalls agencies make in evaluation and performance
measurement
• Develop consistent and mutually supportive approaches to evaluation, planning and
performance measurement
11:15
Identify and Examine Success Factors for Enhanced Performance
Management Objectives
• Gain a high return on investment with effective performance management systems
• Discuss barriers plaguing the implementation of strategy and performance
management systems
• Measure agency outcomes with performance management practices
12:15
Lunch Break
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4

5. The Social Services Performance Summit 2009
Day Two, Continued:
Wednesday, September 23, 2009
1:15
Track A: Performance-Based Contracting and Grants Management Track B: Transparency in Data and Program Analysis
Implement Approaches to Performance -Based Implement Agency-Wide Initiatives for Quality Data
Contracting for Social Services Improvement
• Utilize performance measures to design and manage programs • Collaborate with other agencies to create an integrated approach
that meet your needs and comply with federal and state mandates to collection and coordination standards
• Build partnerships to create innovative strategies to procure funding • Learn to use HHS national standards while performing your data
and improve efficiency collection process
• Develop and implement new approaches to performance-based • Formulate a data collection strategy that is effective for your
contracting development for Human Services agency
Jayme Sokolow
President
The Development Source, Inc.
2:00
Break & Refreshments
2:15
Track A: Performance Based Contracting and Grants Management Track B: Transparency in Data and Program Analysis
Design and Use Performance Measures in Your RFPs Analyze Agency Data for Improved Results
and Grant Applications • Encourage strong data analysis by partnering with other agencies
• Understand emerging accountability and transparency • Align your agency’s efforts with current analysis suggestions and
requirements in grants management initiatives
• Set your organization apart by linking performance measures to • Understand how your effective analysis fits into the overall data
the effectiveness of your grant analysis completed by HHS
• Acquire and utilize strategies to monitor performance and report
back to stakeholders
3:00
Working Group
Develop Performance Measures for Social Services Programs: The Logic Model Approach
In this hands-on workshop, you will develop a framework for measuring and reporting the performance of health and human services pro-
grams. Align your performance indicators so that they are consistent with long-term development goals of health and human services. Use
logic modeling as a tool for establishing clear intermediate and final outcome goals and measures, while linking resources to results. Identify
and implement the elements of effective health and human services programs.
• Manage case workers and staff efficiently
• Harness the power of technology to help achieve solid results
• Devise performance measures for partnerships, contracts and grants for services
4:30
Conference Adjourns www.SocialServicesSummit.org 5

6. The Social Services Performance Summit 2009
Day Three:
Thursday, September 24, 2009
“I gained a better Post-Conference Workshops are practical, supplementary application sessions which
incorporate and review tools, techniques and methods presented during the event.
Participants will obtain a further understanding of how to use newly acquired tools and
understand of the cutting-edge strategies. Through group exercises and scenario-based learning, you’ll
walk away with the expertise and resources needed for immediate and practical appli-
balanced scorecard cation. Enrollment space is limited, so register today to reserve your place.
and the logic model 8:30
Post-Conference Workshop Registration & Continental Breakfast
approach and how
to develop strategies 9:00
Post-Conference Workshop
Show Me the Money: Effective Grants Management and Evaluation
to define measures.” Strategies During Tough Economic Times
Barbara Cline As social services organizations increasingly move towards performance-based grants, more
Director, emphasis will be placed on the application and evaluation processes. Agencies and orga-
nizations will be under increasing pressure to measure, evaluate and improve the results of
Athens County Children’s Service
their grants. Performance management is an important tool for your grant programs to ensure
clearly defined outcomes and accountability.
In this workshop, explore all aspects of grants management and proposal development and
create a framework to measure and report performance. Learn to stay compliant with grant
guidelines including new procedures under the Recovery Act that go beyond current stan-
dards of practice to ensure success.
• Understand emerging accountability and transparency issues in grants management
• Create grant applications that set your organization apart by linking performance
measures to the effectiveness of your grant
• Acquire and utilize strategies to evaluate your grants and report back to funders
12:00
Post-Conference Workshop Adjourns
www.SocialServicesSummit.org 6
6

7. The Social Services Performance Summit 2009
Bring this Program to Your Organization
Sponsorship One of the more popular vehicles for accessing the Institute’s educational offerings is the
Opportunities delivery of on-site trainings and management facilitations. Bringing a training or facilitation
in-house gives you the opportunity to customize a program that addresses your exact chal-
lenges and provides a more personal learning experience, while virtually eliminating travel
expenses. Whether you require training for your department or for an organization-wide
initiative, the advanced learning methods employed by The Performance Institute will create
As a conference and training an intimate training atmosphere that maximizes knowledge transfer to enhance the talent
provider, The Performance Institute within your organization.
is an expert in bringing together
leaders to share and discuss best Customization
practices and innovations. We
We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”.
connect decision-makers with
While many training providers will offer you some variation of their standard training, The
respected solution providers.
Performance Institute’s subject matter experts will work with you and your team to examine
your programs and determine your exact areas of need. The identification of real life ex-
The Institute offers five different
amples will create a learning atmosphere that resonates with participants while at the same
pre-designed sponsorship packages:
time providing immediate return on your training investment. Using interactive exercises that
employ actual projects or scenarios from your organization, instructors can address specific
• Event Co-Sponsor
challenges and align the curriculum of each session to your objectives. While the majority of
• Session Sponsor on-site trainings are focused on smaller groups, The Performance Institute also has the ability
to accommodate organizational-wide training initiatives. Utilizing multiple instructors, The
• Luncheon Sponsor Institute has the capacity to deliver courses to groups of up to 300 participants per day.
• Exhibit Booth Sponsor
Areas of Expertise
For more information on sponsorships On-site delivery of single courses, certification programs and entire packages of specialized
or to get started, contact Jessica Ward courses are available in the following areas:
at 703-894-0481 ext. 215 or • Strategic Planning
Ward@PerformanceWeb.org • Performance Measurement
• Project Management
• Lean Six Sigma
• Workforce Management
• Performance-Based Budgeting
• Performance-Based Contracting
• Performance Reporting
• Program Evaluation
• Administrative Management
• Leadership and Change
For more information about in-house training options available to you, please contact Jennifer
Mueller at 703-894-0481 or email her at Mueller@PerformanceWeb.org.
www.SocialServicesSummit.org 7

8. The Social Services Performance Summit 2009
Logistics & Registration
REGISTRATION
VENUE & HOTEL 1. ONLINE at www.SocialServicesSummit.org
The Social Services Performance Summit 2009 will be hosted at The Performance 2. VIA FAX to 703-894-0482
Institute’s Training Center in Arlington, VA, just one block east of the Courthouse stop 3. VIA PHONE to 703-894-0481
on the Orange Line of the D.C. Metro. A public parking garage is located inside of
the building for $10/day. Continental breakfast and refreshments will be provided for 4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor
delegates on each day. Arlington, VA 22201
The Performance Institute
 Yes! Register me for The Social Services Summit 2009
1515 North Courthouse Rd., Suite 600
  Add the Pre-Conference Workshop
Arlington, VA 22201   Add the Post-Conference Workshop
703-894-0481
 Please call me. I am interested in a special group discount for my team
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by
Marriott at the prevailing rate of $233.00 until August 24, 2009. This rate is based on the Delegate Information
Government Per Diem and is subject to change. Please call the hotel directly and reference
code “Social Services” when making reservations to get the discounted rate. The hotel is
conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about Name Title
a complimentary shuttle that is also available for your convenience.
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd. Office Organization
Arlington, VA 22209
Phone: 703-528-2222
Phone: 1-800-321-2211 Address
http://www.CourtyardArlingtonRosslyn.com
TUITION City State Zip
The tuition rate for The Social Services Performance Summit 2009 is as follows:
Offerings Early Bird Rate Regular Rate Telephone Fax
Conference Only $599 $699
One Workshop --------- $199
Email
Two Workshops --------- $399
For the Early Bird Rate, register register before July 14, 2009.
Payment Information
 Training Form/Purchase Order  Check (accepted by mail only)
GROUP DISCOUNTS
 Credit Card
For more information on group discounts for The Social Services Performance Summit
2009, please contact Chris Joseph at 703-894-0481 x224 or email him at Joseph@
PerformanceWeb.org.
Credit Card Number Expiration Date
Cancellation Policy
For live events: The Performance Institute will provide a full refund less $399 administration fee for cancellations four
weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be
Name on Card 3 Digit Card verification #
issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee.
For webinars: The Performance Institute will provide a full refund less $50 administrative fee for cancellations four
weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued.
Registrants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee.
Billing Zip Code
All the cancellation requests need to be made online Your confirmation email contains links to modify or cancel
registrations. Please note that the cancellation is not final until you receive a written confirmation. Please make checks payable to: The Performance Institute
Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of Priority Code: S270-WEB
payment must be presented at the time of registration in order to guarantee your participation at the event.
Quality Assurance Discounts
The Performance Institute strives to provide you with the most productive and effective educational experience • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive
possible. If after completing the course you feel there is some way we can improve, please write your comments on any discount.
the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to • Any discounts offered whether by The Performance Institute (including team discounts) must also require payment at
request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to: the time of registration.
The Performance Institute: Quality Assurance, 1515 N. Courthouse Road, Suite 600, Arlington, VA 22201 • All discount offers cannot be combined with any other offer.
• Discounts cannot be applied retroactively
Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the
program. The Performance Institute is not responsible for speaker changes, but will work to ensure a comparable speaker
is located to participate in the program.
If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no
responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. www.SocialServicesSummit.org 8