Omni Institute Report

Co-Response
Impact-Driven
Evaluation

Toolkit

A practical guide for co-responder and alternative response programs to showcase effectiveness, measure outcomes, and build sustainable impact through rigorous, human-first evaluation.

Explore the Toolkit
6 Guiding Processes
5 Practical Worksheets
85% On-scene Resolution (example)
Purpose

Built for Programs Ready to Show Their Impact

This toolkit provides a range of resources to help co-responder and alternative response programs showcase their effectiveness, evaluate existing tools, and create implementation strategies to maximize positive outcomes.

Showcase Effectiveness

Arm your program with the evidence and narrative tools to demonstrate real-world impact to funders, communities, and leadership—in language that resonates.

Evaluate Existing Tools

Review and refine your current data collection processes to better align with program goals, closing gaps and strengthening your measurement approach.

Design Implementation Strategies

Build evaluation workflows that integrate seamlessly into your team's daily operations, minimizing burden while maximizing the quality of data collected.

Support Sustainability

Develop a long-term plan for program sustainability—securing funding, building community trust, and continuously improving based on what the data reveals.

About Co-Responder Programs

Interdisciplinary Response to Crisis

Alternative and co-response programs adopt a collaborative approach to assist community residents experiencing mental or behavioral health crises—pairing law enforcement with trained mental health professionals.

This collaborative approach aims primarily to decrease unnecessary arrests, use of force incidents, hospitalizations, and incarcerations among individuals with mental and behavioral health issues, substance use disorders, and other vulnerabilities.

Despite the critical importance of these programs, there is currently no uniform evaluation process or data-tracking system across agencies. This variability stems from differences in funding, management, and program design—making consistent impact measurement a persistent challenge.

Funders, communities, stakeholders, and leadership often require program evaluations. Even without mandates, evaluations are crucial for measuring effectiveness and guiding future direction.

Key Challenges in Evaluation
  • 01 Subjective SuccessEach individual using crisis response services may have different goals and definitions of success, making universal metrics difficult.
  • 02 Tailored to Community NeedsPrograms customize methods to suit individual and community needs—a strength that also creates challenges for consistent outcome tracking.
  • 03 Lack of StandardizationThe co-response field lacks standardization because theories about effective practices vary—and community needs, funding, and politics differ by location.
Why Evaluation?

Evaluation Is More Than Compliance

Even without external mandates, evaluation is a powerful tool for understanding what works, directing resources effectively, and building the credibility your program deserves.

01

Improve Program Design & Implementation

No matter how important your work is, a flawed program design or incorrect implementation can prevent you from reaching your goals. Evaluations collect the information needed to verify your program is on track—and adjust when it isn't.

02

Demonstrate Program Impact

Showing the impact of co-responder and alternative response services is essential both for the program itself and for the wider field. It increases awareness, promotes growth, and reduces the stigma associated with mental health services.

Additional Benefits of Evaluation

Reflect on Progress

Create structured opportunities for your team to assess what's working and what needs adjustment.

Build Community Capacity

Engage community partners and people with lived experience in shaping your program's direction.

Influence Policymakers

Translate data into compelling evidence that drives policy change at local and state levels.

Understand What Works

Distinguish effective strategies from well-intentioned but less impactful approaches.

Benchmarking & Direction

Establish baseline data that guides where your program should invest energy and resources next.

Strengthen Accountability

Demonstrate responsible stewardship of funding through transparent, evidence-based reporting.

Six Guiding Evaluation Processes

A Framework for Impact-Driven Evaluation

Below are six guiding processes for conducting an impact-driven evaluation of co-responder and alternative response programs. Each program may start or progress through these differently based on its unique evaluation requirements.

There is no one-size-fits-all approach, but these six processes provide a roadmap for identifying the most effective evaluation strategy for your program or organization.

Some programs may have already defined their core values and aligned outcomes—in which case, the evaluation process can begin at a later stage. The goal is always a continuous cycle of learning and improvement.

01
Identify Values
02
Choose Relevant Outcomes
03
Optimize Data Collection
04
Plan for Implementation
05
Refine & Storytell Results
06
Demonstrate Impact & Sustain
Process 01

Identify Values

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Program values are the guiding principles that shape your program's objectives. If everything worked as intended, what experience would individuals in your program encounter?

Key ActionsClearly define the core values of your organization. Ensure those values align with your program's mission and goals. Engage community partners and those with lived experience in creating values and evaluation criteria.

  • Define core values that steer decision-making and actions
  • Incorporate values into your program's mission and goals
  • Engage key partners with lived/living experience
  • Continuously collect data to monitor performance against benchmarks
  • Reflect on the process and refine the approach over time
Process 02

Choose Relevant Outcomes

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Once you've clarified your program values, use them to identify and track the outcomes you want to achieve. It's essential to monitor what is necessary to determine if outcomes are being met—not everything that's interesting.

Relevance TestOutcomes are relevant when they reflect your identified values AND are clearly measurable. For example, if measuring "success," clarify what it means—diversions from the hospital, types of referrals made, or follow-up completion rates.

  • Reflect your identified program values
  • Are specific enough to be evaluated accurately
  • Draw on existing co-responder literature—don't reinvent the wheel
  • Include both quantitative measures (diversions, referrals) and qualitative outcomes (client experience)
Process 03

Optimize Data Collection

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Once you determine the outcomes to measure, focus on how the data you collect aligns with your program's goals. For co-responder programs, demonstrating impact with data can be challenging due to the complexity of crisis response work.

Data Audit QuestionsFor each data point collected, ask: Why is this gathered? Is it still relevant? Is it "interesting" or "critical"? Is it realistic to track? Does it align with program goals?

Initial Call
  • 911 call information
  • Dispatch data
  • Officer data entry
On-Scene
  • Assessments
  • Resources provided
  • Interventions made
After the Call
  • Outcomes / disposition
  • Transportation
  • Referrals & warm hand-offs
  • Follow-up & case management
Process 04

Plan for Successful Implementation

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A key aspect of program evaluation is considering how data collection integrates into your program's workflow. Logistics can differ greatly based on setting, staff capacity, and program structure.

Information SharingA data sharing agreement is a contract specifying the purpose of sharing, how data is handled, and which standards apply. Identifying these needs early is crucial—finalizing these documents can take considerable time.

  • Generate a workflow that outlines a typical encounter from call receipt to outcome
  • Determine who inputs data and where it is stored (Julota, EHR, spreadsheets, etc.)
  • Establish information-sharing agreements before data collection begins
  • Ensure compliance with HIPAA and 42 CFR Part 2 for behavioral health records
  • Document agreements in a Memorandum of Understanding (MOU)
Process 05

Refine & Tell Your Story Through Results

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This phase focuses on improving data collection, emphasizing practical analysis, and showcasing program impact. To obtain meaningful results, each step of data collection and analysis should be reviewed and refined continuously.

Core Analysis MethodsMost programs can use four foundational approaches—data cleaning, frequency counts, mean calculations, and percentages—to generate compelling, credible findings without specialized data staff.

  • Monitor workflow effectiveness and adjust data collection processes as needed
  • Check data regularly for accuracy, completeness, and consistency
  • Minimize open-ended questions—multiple choice options improve reliability
  • Ensure easy data extraction for reporting purposes
  • Use Excel, Google Sheets, or Microsoft Forms for accessible analysis
Process 06

Demonstrate Impact & Plan for Sustainability

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Sustainability is a crucial element of impact-driven evaluation, guiding future actions. The main goal of evaluation is to showcase the program's impact and maintain the resources that enable it.

SWOT AnalysisA Strengths, Weaknesses, Opportunities, and Threats analysis is an effective way to review your program's implementation and identify various ways to improve it—using real evaluation data as your foundation.

  • Consider your reporting audience—funders, public, city boards, advisory councils
  • Match format to context: slide deck, full report, one-pager, or social media
  • Avoid program-specific jargon when sharing with general audiences
  • Include diverse perspectives in sustainability review—staff, participants, partners
  • Funding is always in flux—sustainability planning is never "finished"
Data Analysis Basics

Four Tools That Tell Your Story

While having dedicated data staff is ideal, most co-responder programs can generate meaningful insights using four foundational analytical techniques—no advanced expertise required.

Method 01

Data Cleaning

Ensures entries are complete, accurate, and consistent with the measurements being recorded. Without clean data, calculations become distorted—leading to inflated or inaccurate results.

ExampleIf tracking days a co-responder is on duty and the data shows "10," this is likely an error—there are only 7 days in a week. Exclude or correct before reporting.

Method 03

Mean (Average)

The average provides an overall picture of the dataset. Sum all numbers and divide by the count to understand typical program experience and capacity needs.

ExampleThe average number of crisis calls per month helps determine staffing and program capacity. The average service utilization rate reveals community need and resource gaps.

Method 04

Percentage

Represents a portion in relation to the whole. Percentages help compare data and communicate changes over time in ways that are intuitive and persuasive.

Examples85% of co-responder encounters resolved on scene. / Hospital diversions increased from 60% in Q1 to 75% in Q2. / 25% of participants are Black vs. 50% of area residents.

Demonstrating Impact & Sustainability

Share Results That Drive Change

The impact-driven evaluation process generates the data necessary to demonstrate that a program is meeting its goals. How you share that data matters just as much as what it shows.

Who Is Your Audience?

Grant funders
General public & community
City boards or council members
Advisory committees

What Is Your Goal?

Sharing program information
Educating the public
Making service recommendations
Meeting grant requirements

What Format Works Best?

Slide deck for presentations
Full report for dissemination
One-pager for specific audiences
Social media highlights
Sustainability Planning: SWOT Analysis
S

Strengths

What does your program do well? Identify practices that are working, data points that show consistent positive outcomes, and team capabilities that set you apart.

W

Weaknesses

Where are the gaps? Acknowledge data collection challenges, implementation inconsistencies, or resource constraints that limit your program's effectiveness.

O

Opportunities

What external factors could benefit your program? New funding streams, policy shifts, community partnerships, or emerging data tools all represent growth potential.

T

Threats

What could undermine your program's sustainability? Shifting political landscapes, funding cuts, staff turnover, and community perception are all worth monitoring.

Evaluation Is Ongoing

The Cycle Never Stops—And That's the Point

Having completed the phases once, are you finished? Evaluation is a continuous process. Programs constantly improve, adapt, and encounter new challenges. Regular evaluation ensures your program remains aligned with community needs.

01
Identify Values
02
Choose Outcomes
03
Optimize Data
04
Plan Implementation
05
Refine & Storytell
06
Demonstrate Impact

You can revisit any stage of this toolkit as your program grows and your evaluation needs evolve. The goal is always a continuous cycle of learning, adaptation, and impact—in service of the communities you serve.

Practical Resources

Five Worksheets to Put This Into Practice

Each worksheet supports a specific phase of the impact-driven evaluation process, providing structured templates and examples tailored for co-responder programs.

Worksheet 01

Brainstorming Values

Record suggestions from different stakeholder groups to identify and articulate your program's core values. Includes examples to get the conversation started.

1
Worksheet 02

Logic Model

Depicts the connection between the issue you aim to solve, the strategies you'll implement, and the anticipated results. Aligns values with measurable outcomes.

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Worksheet 03

Implementation Plan Template

Guides you through implementation planning steps with examples to support your program's specific context, workflow, and data collection needs.

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Worksheet 04

Data Auditing Checklist

A checklist of common considerations for auditing your data collection, with a notes column for documenting potential solutions and improvements.

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Worksheet 05

SWOT Analysis Practice

An effective way to review your program's implementation and identify various ways to improve it—grounded in your real evaluation outcomes and data.

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