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Progress Trackers

  • Activity Tracker (activity metric)

  • Attendance Tracker (participation metric)

  • Achievement Tracker (Binary indicator) - this must belong to an Outcome

  • Numerical Tracker (Value indicator) - this must belong to an Outcome

  • Multiple Choice Tracker (Scale Indicator) - this must belong to an Outcome

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

Get Started with Progress Trackers and Outcomes

Create New Goals and Subgoals

  • Create an Activity Tracker

  • Create an Attendance Tracker

  • Create an Outcome

  • Create a Achievement Tracker

  • Create a Multiple Choice Tracker

  • Create a Numerical Tracker

Use Goals and Subgoals

  • Add an Activity Tracker to a project

  • Add a Participation Tracker to a project

  • Add an Outcome to a project

  • Add a Achievement Tracker to a project

  • Add a Multiple Choice Tracker to a project

  • Add a Numerical Tracker to a project

Log progress towards a Goal or subgoal

For Developers only

Rules that govern where Changes, Outcomes and Indicators appear

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”

Difference between Changes and Indicators

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

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

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