AFI PERFORMANCE INDICATORS
Focus on 1.C: Outreach, Recruitment, Enrollment
The Performance Measurement Initiative has developed a set of performance outcomes and performance indicators to help better manage the IDA program and tell the AFI story to program partners and the public. The series of 25 performance indicators are tied to four key activities undertaken.
- Effective Participant Recruitment and Management of IDA Savings/Withdrawals and Purchases
- Effective Participant Training and Counseling
- Timely, Responsive Awarding of Grants and Effective Grantee Support
- Timely, Accurate Program Reporting and Monitoring
INDICATOR DEFINITION –
1.C The number of people engaging in program activities that prepare them to enter into the savings program.
Annual AFI Data Report source: Question D.2: As of the end of the reporting period, the total number of individuals who had attended an AFI project orientation or informational meeting.
TARGET FORMULA –
| Formula | Average Grantee Result | Best Practice Grantee Result | Target for End of Project Period |
|---|---|---|---|
| the target for the number of IDAs opened during the reporting period (1.B) x the ratio of the number of clients attending orientation to the number opening an account | 1.B x 2.5 | 1.B x 2.2 | 1.B x 2.35 (2.35 is the midpoint between average and best practice grantees) |
EXAMPLES –
| Grantee with a $100,000 AFI grant | $1,000 Match 169 x 2.35 = 397.15 |
$2,000 Match 102 x 2.35 = 239.7 |
| Grantee with a $200,000 AFI grant | $1,000 Match 341 x 2.35 = 801.35 |
$2,000 Match 200 x 2.35 = 470 |
| Grantee with a $300,000 AFI grant | $1,000 Match 510 x 2.35 = 1,198.5 |
$2,000 Match 301 x 2.35 = 705 |
| Grantee with a $500,000 AFI grant | $1,000 Match 848 x 2.35 = 1,992.8 |
$2,000 Match 501 x 2.35 = 1,177.35 |
