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

Changes, Outcomes and Indicators

Note: we sometimes use Metric / Goal / Sub Goal / Outcome / Indicator interchangeably. But they do have specific meanings as explained in the table below.

Name in the 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 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”

We call the STAGE 1 changes “Activity Goals”

We call the STAGE 2 changes “Participation Goals (or sometimes Engagement Goals”

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

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

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

How Changes, Outcomes and Indicators appear

On a Project page

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

Every project page has a progress panel. When viewing the Progress Panel on a project page user can choose how they want the progress towards each Change (goal) and Indicator (sub goal) to be displayed. There are three options (Strategy, List and Table) and the default view is Strategy:

  • 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.

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

Difference between Changes and Indicators

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

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

Helpful links

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