How do you prove the ROI of your case management services?

1 Define your objectives and outcomes

The first step to proving the ROI of your case management services is to define what you want to achieve and how you will measure it. What are the specific goals and outcomes that your case management services aim to deliver for your clients and your organization? How do they align with the expectations and priorities of your funders and stakeholders? How will you track and quantify the progress and results of your case management services? You need to have clear and realistic objectives and outcomes that are relevant, measurable, achievable, and time-bound.

2 Identify your inputs and outputs

The next step to proving the ROI of your case management services is to identify what resources and activities are involved in delivering your case management services, and what outputs they produce. What are the inputs that you invest in your case management services, such as staff time, training, equipment, materials, and overheads? What are the outputs that you generate from your case management services, such as number of clients served, hours of service provided, referrals made, assessments completed, and plans developed? You need to have accurate and consistent data on your inputs and outputs to calculate the cost and efficiency of your case management services.

3 Calculate your impact and value

The final step to proving the ROI of your case management services is to calculate the impact and value of your case management services, using a simple formula. The formula is:

ROI = (Benefits - Costs) / Costs x 100%

The benefits are the monetary value of the outcomes that your case management services achieve for your clients and your organization, such as increased income, reduced expenses, improved health, enhanced satisfaction, and avoided problems. The costs are the total amount of inputs that you invest in your case management services, as calculated in the previous step. The ROI is the percentage of return that you get from your case management services, compared to the cost of providing them. You need to have credible and relevant sources and methods to estimate the benefits and costs of your case management services, and to account for any uncertainties and assumptions.

4 Communicate your results and stories

The last but not least step to proving the ROI of your case management services is to communicate your results and stories to your funders, stakeholders, and potential clients, using a compelling and concise format. You need to present your ROI calculation in a clear and simple way, highlighting the key findings and implications. You also need to supplement your ROI calculation with qualitative data and stories that illustrate the human and social impact of your case management services, such as testimonials, case studies, and success stories. You need to tailor your communication to the needs and interests of your audience, and to use appropriate channels and media to reach them.

By following these steps, you can prove the ROI of your case management services, and showcase the value and impact that you deliver for your clients and your organization. Proving the ROI of your case management services can help you secure and sustain funding, attract and retain clients, improve and innovate your services, and enhance your reputation and credibility in the field of case management.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?