Overview of outcomes, indicators, changes and stages on Makerble
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 database | 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 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” so we call the STAGE 1 changes “Activity Goals” and we call the STAGE 2 changes “Participation Goals (or sometimes Engagement Goals” |
Indicator | Must be of one of three types:
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
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
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.
Example of a template https://www.makerble.com/templates/1139
In the front-end, we call a Template a “strategy”
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
The Site Overview page: https://www.loom.com/share/dca51237d3174e1eb58adc90b92eeb3d