Learning outcomes
- Simple KPI examples for coordination
- How to check invoices, time records and deliverables
- Record-keeping templates for families
Sample KPIs
- Number of provider introductions per month (target)
- Percentage of tasks with agreed written follow-up within 7 days
- Participant satisfaction (short 3-question survey after each quarter)
Invoice & time checks
Ask for simple supporting notes: date, activity, time spent and outcome. Compare billed time with agreed time in the Service Agreement.
Activity — KPI checklist
Family KPI checklist:
• Monthly activity log received? (Y/N)
• Were follow-ups completed within agreed timeframes? (Y/N)
• Any unplanned tasks billed? (list)
• Participant rating of coordination (1–5)