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Overview of metrics and stages on MakerbleThere are five types of Progress Tracker

Type

Indicative

(this means that it is designed to indicate progress towards an outcome and therefore must be associated with an outcome)

Back-end term

Activity Tracker

No

activity metric

Attendance Tracker

No

participation metric

Achievement Tracker

Yes

Binary indicator

Multiple Choice Tracker

Yes

Scale Indicator

Numerical Tracker

Yes

Value indicator

When to use each type of Progress Tracker and Outcome

Activity Tracker

Use this to track the number of each type of activity or event you do.

Examples: “Sessions Run”, “Events Held”, “Workshops Delivered”

Attendance Tracker

Use this to track people’s attendance at your activities and events

Example: “Attendees”

Outcome

Use this to describe the difference that your work makes

Example: “People increase their confidence”

Achievement Tracker

Use this to track an individual’s progress using a tickbox.

This is useful when a subgoal is binary, i.e. it is either Yes or No

Example: “Got a Job”, “Got an Increase in Benefits”, “Got a new home”

Multiple Choice Tracker

Use this to track an individual’s progress along a scale with a set of predefined levels.

Example: “Level of confidence.” With levels: Low, Medium, High

Numerical Tracker

Use this to track an individual’s track progress using a number.

Examples: (Number of) “Presentations given”, (Number of) “Ideas proposed”

Explanation video https://www.loom.com/share/f7fb0aad9c8441f0b53a23567c812643

Log progress using a Progress Tracker

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For Developers only

Rules that govern where Changes, Outcomes and Indicators appear

Note

Note: we

...

use

...

the terms Metric, Outcome, Indicator, Change and Progress Tracker. They each have specific meanings as explained

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in the table below.

Name in the

database

back-end

Rules

Name in the front-end

Change

In order for a CHANGE to appear on a Project Page, it must be in Stage 1 or Stage 2

If it is in Stage 1 it is called an Activity Change. (The

database

back-end name for Stage 1 is Activity Outputs)

If it’s in Stage 2 it’s called a Participation Change. (The back-end name for Stage 1 is Participation Outputs)

Now we are using the term

“Goals”

“Progress Tracker”

so we

We call the STAGE 1 changes an “Activity

Goals”

Tracker”

and we

We call the STAGE 2 changes

“Participation Goals (or sometimes Engagement Goals”

an “Attendance Tracker”

Indicator

Must be of one of three types:

  • scale

  • binary

  • value

In order to appear in the Create Story page or to be added to a Project, the indicator must be part of an Outcome

Now we call the indicators “sub goals” because we call the Outcome an Outcome Goal

We call the indicators “Progress Trackers” - each type has a different name

Scale Indicator = Multiple Choice Tracker

Binary Indicator = Achievement Tracker

Value Indicator = Numerical Tracker

Outcomes

Must be in Stage 3, Stage 4 or Stage 5.

Stage 3 is called Short-term otucomes in the back-end

Stage 4 is called Medium term Outcomes in the back-end

Stage 5 is called Long-term Outcomes in the back-end

Now we call them “Outcome Goals”

Stages

Info

There are five stages on Makerble

The code requires the Names of the stages to remain unchanged. So therefore in the back-end:

  • Stage 1 will always be called Activity outputs

  • Stage 2 will always be called Participation outputs

  • Stage 3 will always be called Short-term outcomes

  • Stage 4 will always be called Medium-term outcomes

  • Stage 5 will always be called Short-term outcomes

...

However because we now want to use alternative language in the front-end,

How Changes, Outcomes and Indicators appear

On a Project page

Example of a project page https://www.makerble.com/projects/mixed-netball

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  • Stage 1 will only ever show Changes (goals)

  • Stage 2 will only ever show Changes (goals)

  • Stage 3 will only ever show Outcomes (goals) and Indicators (sub goals)

  • Stage 4 will only ever show Outcomes (goals) and Indicators (sub goals)

  • Stage 5 will only ever show Outcomes (goals) and Indicators (sub goals)

...

on a Template page

Every template has something similar to the progress panel that is on the Project page.

Note

On the Template show page, the progress panel never actually shows any progress.

  • This is because a template does not have any stories.

  • The template is simply a way to quickly group Changes, Outcomes and Indicators together.

Template page

  • the Use Strategy button (Purple Arrow) enables a user to apply all the Changes, Outcomes and Indicators of a template, to one or more projects.

  • Stage 1 will only ever show Changes (goals)

  • Stage 2 will only ever show Changes (goals)

  • Stage 3 will only ever show Outcomes (goals) and Indicators (sub goals)

  • Stage 4 will only ever show Outcomes (goals) and Indicators (sub goals)

  • Stage 5 will only ever show Outcomes (goals) and Indicators (sub goals)

...

On the Create Story pages and popups

  • Whenever a story is created, the story author can add progress related to Changes and Indicators

  • There are three places that stories can be created from

    • Create Story page

    • Quick Update popup

    • Build A Story section on the My Home or on a Beneficiary Profile Page

How to create a story that logs progress against a Value indicator

  • For a Value Indicator such as aaaa value (just an example) user can only enter a Numerical Value for each beneficiary

...

How to create a story that logs progress against either a Binary Indicator or a Participation Change

  • user can only tick whether a beneficiary is tagged to that metric (indicator or change)

...

Creating a story about a Scale indicator

  • User can choose a Sub Ratio to tag each beneficiary in

...

Creating a story about an Activity change

  • User can only enter a number. A beneficiary cannot be tagged in an Activity change

These are called “Outcomes” in the front-end as well as in the back-end

Difference between Changes and Indicators

And how How to spot the difference while creating or editing a Progress Board

Explanation video: https://www.loom.com/share/27ee4bda152c42c9bd8affda62804f93

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