In the preparation stage of evaluation, it is very important to clarify the evaluation content and index system. In practice, the evaluation content and index system are ever-changing according to different projects. Then, the following is the analysis of the establishment of the social work evaluation index system that I have compiled for you. Welcome to learn from it.
Project scheme index
The Guide to Performance Evaluation of Social Work Service Projects proposes that the evaluation of the project scheme should include the following contents: whether the planning of social work service projects is professional and standardized; Whether the service plan is logical and operable, and whether it effectively responds to customer needs and project objectives; Whether the definition of service object meets the basic requirements of the project; Whether the investigation and analysis of the demand is accurate, whether the structure of the demand analysis report is complete, and whether the coverage and target positioning of the project service can be reasonably defined according to the demand; Whether the budget scheme embodies the principles of target relevance, policy consistency, economic rationality and public welfare orientation.
The evaluation indicators of the project plan are:
◇ Research plan: Whether the project research plan is comprehensive, reasonable and feasible, and write the demand report according to the scientific analysis of the research information.
◇ Service demand responsiveness: Whether the project scheme is highly responsive to service demand.
◇ Content setting: Whether the project scheme is highly matched with the clients and whether professional working methods are adopted.
◇ Scheme implementation: the degree to which the project services are implemented according to the project scheme.
human resource index
According to the Guide to Performance Evaluation of Social Work Service Projects, it is necessary to examine whether the corresponding social workers and related professionals can be equipped as planned in the project plan and play a corresponding role in the project implementation. Whether the division of labor is clear, the advantages are complementary and teamwork can be achieved in the process of personnel use.
Take the evaluation indicators of the following three project schemes as an example:
Option 1:
◇ There should be the number of personnel suitable for the project requirements.
There should be a certain number of professionals suitable for the project requirements.
Should have the ability to provide training for employees or volunteers to meet the professional requirements of the project.
Should have the ability to organize, recruit and manage human resources.
Option 2:
◇ Have a clear person in charge and clear management responsibilities.
According to the service content carried out by the service point, a service team is composed of people with corresponding professional backgrounds.
◇ There are opportunities for communication and sharing among service team members.
The service team has a sense of belonging to the service point.
◇ Establish effective personnel management methods.
◇ According to the post requirements, assign personnel with corresponding qualifications.
Sign labor contracts with full-time staff.
Pay attention to ability training and construction, and have training records.
Option 3:
The project is equipped with professional social workers. Equipped with social workers required by the project, and have a professional background in social work or have obtained a professional level certificate of social workers.
Equipped with professional supervision. Every five social workers are equipped with 1 full-time supervisors with corresponding work experience.
Project management/operation management indicators
Mainly concerned about whether the relevant personnel management, financial management, material management and other systems have been established. The evaluation indicators of one or two project plans are as follows:
Option 1:
◇ The management system/professional system required for project operation is perfect and the record is clear.
◇ It has a system setting to ensure service ethics, participation and protection of customers' rights and interests.
◇ Employees have a clear understanding and cognition of the system.
◇ Effective human resources required for service allocation.
◇ Personnel positions are set reasonably and responsibilities are clear.
Have a written and effective resource delivery plan or project service plan.
◇ Organize actions and operate projects according to plans or programs.
Have a service supervision and management mechanism.
Option 2:
◇ There is an overall project plan and a phased plan. The phased plan of the project is clear and clear, and the decomposition is in place.
There are specific measures and countermeasures for the implementation of the project. The project management and operation system has been established. The project has a division of responsibilities, a complete process and emergency measures for risk control.
◇ The project was evaluated internally. The initial evaluation, mid-term evaluation and final evaluation of the project were carried out as required, and the project plan was improved according to the evaluation.
Professional service management indicators
Pay attention to whether the perfect social work professional service norms and procedures have been formulated and implemented; Whether the project service documents are completely, originally and truly saved; Whether a system for safeguarding customers' rights and interests has been formulated; Whether the project team has formulated the overall work plan and phased work arrangement according to the service plan; Whether the service schedule management system is formulated and whether the work schedule is reasonable; Whether the service quality evaluation index system has been established; Whether to establish a professional supervision and training mechanism; Whether to establish a feedback and complaint handling mechanism; Whether to propose a continuous improvement mechanism; Whether the project executing agency has estimated the risks existing in the project implementation process and formulated the project emergency plan.
Option 1:
◇ Improve the standardized service steps.
◇ Service records/documents are professional and classified and filed.
◇ Clear demand screening.
◇ The goal setting is reasonable.
Planning major.
◇ The service is effective and responds to the demand.
◇ Provide effective supervision and conduct effective training for social workers on a regular basis.
Option 2:
◇ Equip and use sufficient and suitable social work professionals to implement the project.
Whether the implementation progress, fund use and beneficiary groups are consistent with the project task plan.
◇ Apply the concept of social work professional service in project implementation and follow the principle of professional value of social work.
◇ In the implementation of the project, analyze the service demand according to the professional theory of social work, and formulate and provide appropriate service content.
◇ In the process of project implementation, properly use social work methods and skills to provide customers with services that meet the needs and are easy to obtain.
Option 3:
◇ Information disclosure channels of the project: whether the project has information disclosure channels that can help the public obtain service information.
◇ Processes and standards of various services of the project: whether there are written service processes and standards for various services of the project, and whether all requirements can be implemented in the implementation process.
◇ client management mechanism: whether the project has a corresponding written client management mechanism, whether the provisions can be effectively implemented, whether a client feedback mechanism is established, and whether a good professional service relationship is established.
◇ Project file management system: whether the file management system is established, whether the project tracking data is complete and standardized, whether the storage method is standardized, whether the classification is clear, and whether the service system records are complete.
Option 4:
◇ Community research: whether the research scheme is comprehensive, reasonable and feasible; Whether the implementation as planned is good; Whether to write a demand report for scientific analysis of scientific research information; Whether to continuously improve the needs of service groups according to the research information.
◇ service plan: goal setting (whether the plan responds to community needs); Content setting (how well the service scheme matches the service object, and whether professional working methods are adopted to carry out the service); Planning arrangement (whether the planning process arrangement is reasonable and whether the staffing is scientific).
◇ Process and record: service plan implementation (good/average/poor/not implemented); Use of function room (reasonable/reasonable/general use of function room in combination with service requirements); Professional supervision (whether there is relevant service supervision system and its implementation); Service records (whether the service records are complete and archived).
Evaluation and follow-up: service evaluation (whether the service process and results can be comprehensively evaluated); Service follow-up (whether the feedback information can be sorted out in time and the service can be improved and consolidated according to the evaluation results).
Option 5:
Customer demand survey: there is a clear idea of customer demand survey; Be able to conduct service demand survey and identify customer's service demand; Able to design corresponding service projects; Be able to carry out related services.
Annual plan: there is a clear annual plan; The annual plan is feasible (economically, politically and socially feasible); The annual plan conforms to the characteristics of customers; The annual plan is open and transparent.
◇ Customer basic information file: records of customer basic information, including: name, gender, age, address, household registration, emergency contact person, contact telephone number, brief description of service content, remarks, etc. Part-time (or full-time) personnel are responsible for the establishment and filing of files; Whether the confidentiality of documents is perfect and whether there is a locker to store documents; Electronic information file.
Customer participation: customers have the opportunity to participate in event planning or service planning; The client participates in management; The staff will give appropriate feedback to the objections or complaints raised by customers during the participation.
Option 6:
Professional services: resource integration (actively strive for government resources and related policies; Fully integrate unit resources; Strive for other social funds); Service workload (how many cases are opened and how many cases are closed; How many groups carry out activities and how many plates carry out activities; How many club activities have been held and how many people have participated).
◇ Volunteer team management: How many volunteers are registered; How many people have volunteered?
◇ File management: whether there is a complete record of cases, groups and community work services; Whether the service materials are rich in content, well documented and standardized in management; Whether there is a monthly (quarterly) work summary.
Project fund management index
Whether the use of project funds conforms to the budget implementation plan and financial management system.
Option 1:
◇ Have independent and reasonable financial supervision configuration.
Have a complete and effective financial management system.
◇ Reasonable and effective use of service funds.
◇ Reimbursement expenses in time and fill in the detailed list.
The service funds can be earmarked.
Option 2:
Formulate a special fund management system.
◇ Standard use of funds, with ledger.
The expenditure scope meets the project requirements.
Option 3:
◇ Daily financial application and use conform to system procedures and norms: all expenditures of the project can be seen in the classified budget; All expenditures of the project can be classified and accounted for; All project grants are used for the implementation of this project; Illegal use of project funds.
◇ Financial bill management standard: whether the financial reimbursement is timely, whether it conforms to the relevant processes, whether the bill entry is standardized and whether it meets the relevant requirements of the organization.
Option 4:
◇ Compliance of project expenditure: The capital expenditure of the project complies with relevant laws and regulations of China and legal documents such as the project contract.
Rationality of project expenditure: the ratio of the unit price of project service to the average value of several similar services is below 1 10%.
◇ Financial management: establish and improve the project financial management system to ensure the standardized and safe operation of project funds; The financial accounting and account opening of the project conform to the Accounting System for Non-profit Organizations, the Basic Accounting Work Standard and the Notice of the District Disabled Persons' Federation on Regulating the Financial Management of Public Welfare Tendering Projects; Use project funds in strict accordance with the project bidding, and use them for special purposes.
◇ Budget management: under the condition that the project budget adjustment is legal and compliant and conforms to the adjustment procedures of the organizer, the budget adjustment ratio is below 5% (refer to this data for the detailed quotation of the project budget, and the adjustment due to objective reasons cannot exceed 10%).
◇ Asset management: The allocation, use, disposal and income of more than 95% project assets comply with relevant asset management regulations, and government-funded projects should refer to relevant regulations on state-owned assets management.
Option 5:
◇ Equipped with professional financial personnel: equipped with professional qualified financial personnel/part-time financial agents/non-financial personnel.
◇ Establishment of financial management system: A complete financial management reimbursement system has been established/the financial management system is insufficient/there is no relevant financial system.
◇ Service project fund management and use: whether the account setting, financial accounting and fund use comply with relevant laws, regulations and systems, whether the funds are earmarked for special purposes and whether the accounts are clear.
Project realization index
The evaluation content of the project realization degree includes: the realization of the service objectives stipulated in the contract; The completion of the service quantity stipulated in the contract; Customer improvement as stipulated in the contract; The growth and development of the service institutions and their professional teams stipulated in the contract from the implementation of the project.
Option 1:
◇ By collecting project data, various statistical data and questionnaire survey results, evaluate the consistency and optimization degree of project progress with project tender, project planning and project service plan.
◇ Evaluate the service output by measuring the service quantity, service frequency, service category and service area of the project.
◇ Actual results brought by evaluating customers.
Option 2:
◇ Completion of contract service indicators (percentage of completion reaching the indicators).
◇ The implementation of contract service content (the percentage of achieving the target).
◇ The realization of service objectives (the percentage of completion of objectives).
Option 3:
According to the project task book.
Number of beneficiaries and volunteers.
◇ The achievement of service objectives: the customer's current situation has been improved, the ability of continuous living has been enhanced, and there are typical service cases; If the population needs services, promote social concern and resource input.
Option 4:
◇ The project has achieved the service goal and achieved the due effect of purchasing services.
The project can summarize and demonstrate the effectiveness of the service.
◇ Fully integrate and utilize local resources and participate in many ways.
◇ Publicize projects or services regularly.
The role of projects in promoting problem solving and policy innovation.
Service deepening or sustainable development of the project.
Satisfaction index
Satisfaction degree evaluates the satisfaction degree of service objects, buyers and project implementers on the process and effect of social work service.
Option 1:
◇ Service organizations' understanding and understanding of the project.
Fit between the real needs of service groups and project development.
◇ Service groups participate in project activities.
Effectiveness of problem solving or demand response after service.
◇ Positive evaluation of team, effectiveness and professionalism by service team.
Option 2:
◇ Use questionnaires, focus group interviews and other methods to understand the customer satisfaction rate.
◇ Solicit the opinions, suggestions and evaluations of relevant parties on project implementation.
The evaluation of customer satisfaction rate is mainly based on the information obtained from the questionnaire survey based on the service quality scale; In-depth interview is the main way to collect information on the satisfaction rate of project stakeholders.
Option 3:
The customer is very satisfied with this project.
Project partners, community residents and other stakeholders are satisfied with the project.
◇ Community members have a certain degree of knowledge and recognition of the project.
Social benefit index
Mainly evaluate the influence, sustainability and popularity of the project, including: social response: rewards and punishments, publicity and reports, research results; Decision-making influence: the ideas and suggestions for the sustainable development of the project are adopted by relevant departments; Resource integration: organizational participation, social donation and volunteer participation.
Option 1:
◇ The project has achieved the service goal and achieved the due effect of purchasing services.
The project can summarize and demonstrate the effectiveness of the service.
◇ Fully integrate and utilize local resources and participate in many ways.
◇ Publicize projects or services regularly.
The role of projects in promoting problem solving and policy innovation.
Service deepening or sustainable development of the project.
Option 2:
◇ Project results: customer capabilities have been improved; Explore the formation of service standards.
◇ Publicity influence: widely publicize social work in the service area through publicity carriers such as publicity windows, brochures, posters, documentaries and theme activities; Complete the work briefing on a regular basis and submit it to the superior in time; The typical case of this project was publicized and reported by the municipal and above media.
◇ Honorary commendation: This project was commended by the district and county civil affairs bureaus, administrative organs at the same level and administrative units above in social work; The full-time (part-time) social workers in this project have been commended by district and county civil affairs bureaus, administrative organs at the same level and administrative units above for their contributions to social work.
Option 3:
◇ degree of service goal realization: the complete degree of service goal realization; Timely completion of service objectives.
◇ Service coverage: the coverage population, coverage area and frequency of the service function room.
◇ Resource integration and expansion: site resource integration; Integrate organizational resources; Integrate material resources.
Social impact: mass consciousness, mass participation, media reporting and publicity, information submission and dissemination.
◇ Service effectiveness: Establish an internal service effectiveness evaluation mechanism, implement internal service effectiveness evaluation, and comprehensively evaluate service effectiveness.
◇ Awards: During the year of operation, it won awards in related fields and above in Jie Zhen.
◇ Publish research papers: Publicly publish research results in professional journals.
Social financing other than government funding.
Option 4:
◇ Impact on similar services.
Impact on project implementation organization.
Impact on the community public service industry.
Influence on the overall development of society.
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