ROMA in the Time of Crisis

Texas Responds Using Rapid ROMA (recording)
Tune in to see Rapid ROMA at work in Texas.

Consider the usefulness of ROMA principles and practices in a time of crisis.
It is still important to:
-- Identify the need before you get started with implementing services and strategies.
-- Use the needs assessment and mission statement to make plans.
-- Understand importance of observation, reporting and evaluation in short bursts.
-- Acknowledge that re-assessment in a short time period (30 days? 60 days?) and revision of plans based on the re-assessment may be crucial to success.

Introduction to ROMA Participant Manual

Ordering the Participant Manual
The Introduction to ROMA Participant Manual 5.1 is now available to order. It can be ordered through Amazon (link above to Amazon site). The cost for a single copy is $25.00 plus shipping.

In addition to ordering through Amazon, the Participant Manual can be ordered through The Center for Applied Management Practices (call 717-645-6473 or email Place the order and an invoice will be sent to you. (Sorry but there is no capacity for taking credit card payment at this time.)

Note to National Certified ROMA Trainers and Implementers: You will receive discount pricing. See the Network Login tab for information.

Local Theory of Change

Economic Security Corporation, MO
Here is a link to a local Theory of Change
shared by Debbie Markman, CCAP, NCRT from Economic Security Corporation, MO
Check it out!!!

Complete the Family Level Logic Model

Logic Model Checklist (word)

ROMA Implementation

Are you implementing the full ROMA Cycle? (word)
This checklist can help to answer that question.
It includes a brief description of each of the cycle phases.

A key factor of this checklist is to consider WHO is doing the various activities, and what processes are already in place to demonstrate that the activities are occurring.

We do not want agencies to add another layer to processes already working well, just want to be able to identify that all aspects of ROMA are being implemented.
This will help Certified ROMA Professionals and their agencies consider how they can best be used to improve agency processes (and therefore: outcomes).

Conduct an Organizational Culture Assessment (docx)
This document includes some behaviors, artifacts, principles, etc. that are displayed in organizations and which make up the culture of the organization. It is a starting point for considering what is "behind the scenes" in your agency that could become supports or challenges to increased implementation of the full ROMA Cycle.

Considerations and Acknowledgements

For those considering becoming an Implementer (word)
See attached document with some information about expectations and skills related to the Implementer role.
NCRI Acknowledgements (word)
More details about the four phases of the process to become an Implementer can be downloaded from the Application tab. Here are also some things expected following certification.
Thinking about being a ROMA Trainer?
Here are some things to consider related to the Trainer role.
NCRT Acknowledgements
This identifies both expectations for becoming a Trainer and following certification. More info about the training process can be downloaded at the Application tab.

Customer Satisfaction

Background on ACSI
Eligible Entities as Customers

Analysis of Data

Examples of Analysis (word)
Taken from the ROMA Trainer Manual, this document has a brief introduction to a few techniques that could be useful as agencies work on prioritizing the needs they have identified in their assessment process.
NASCSP Targeting Field Manual (pdf)
While this focuses on techniques for establishing targets, it also includes some basic information about trend analysis and other techniques that could be used more widely to analyze data.

Applying the Trainer Manual

Link to Video - assistance in preparation
Are you an NCRT candidate preparing to present the material in the Introduction to ROMA curriculum?

This is a link to a video recorded by Community Action Partnership of North Alabama to help NCRT Candidates as they try to figure out how to use the Trainer Manual and the Participant Manual to prepare their presentations.

You can click on the title above or use this in your browser:

Posters for Your Office

ROMA Cycle (MS-Word)
Here is one document you can enlarge and hang on your wall!
It will remind you of the basic elements of high quality management and accountability that are taken from the core activities identified in IM 49.

National Community Action Theory of Change (pdf)
A colorful graphic representation of the work of Community Action, this PDF includes the Three National Goals adopted for the 2018 CSBG Annual Report OMB clearance.
Historic Six National Goals (MS-Word)
The National Goals of the CSBG network, identified by the MATF in 1996, were based on direction from the 1994 legislation, and helped to guide implementation of performance management over two decades.

Early Community Action Documents

OEO Memo 1970 (pdf)
The Mission of the Community Action Agency is defined in this Office of Economic Opportunity Instruction document issued in November 1970.

Suggested Timing

Timing for One Day Training Event (excel)
This is a spread sheet of suggested timing for one day session. (first tab is overall, second tab breaks out for 2 presenters and third tab is 3 presenters)
The spread sheet is designed to help co-facilitators schedule the Modules they will each present during the one-day Introduction to ROMA session.

Timing - detail breakout (word)
This document has details to help you with your pacing. It shows both the minimum possible timing for each segment and also the timing for longer events, or when modules are used seperately. The first page is an overview of each module's timing (from the minimum, without many activities for participants, to "if you have lots of time"). The second page is more detailed by all of the activities in the course.

Phase III Resources

Report on Practice Sessions
Candidate must practice presenting all of the module segments, including all of the activities. There are many ways that practice sessions are done - hopefully other NCRTs acting as Mentor are available, or groups of Candidates join together to assist each other. Candidates report the delivery of Practice Sessions by sending this form to the NPtP Project Director (or in some cases to local State/Regional Coordinators who are assisting in supporting Candidates through Phase III).
Request for Evaluaton (word)
Once the Candidate has mastered the content and delivery of the Introduction to ROMA curriculum, a request is sent to the NPtP Project Director to schedule the final evaluation (Phase IV).
Field Evaluation Criteria (word)
The criteria listed covers both the presentation of indivdiual modules (module segments) and the overall presentation. Scoring is described with examples of each indicator.
Blank Evaluation form
There are several versions of evaluation forms that the Mentor can use to record observations, comments and scores when observing candidates during Phase III. Mentors provide feedback, noting what went well and what could be done differently, to help the candidates improve both their delivery of the content and their understanding of the principles and practices of ROMA. The criteria for evaluation is included in the Phase III information above.
Another scoring format
Scoring form example1
Scoring form example2

Trainer Tips

Managing Groups (MS-Word)
Here are some tips for Trainers regarding group management.
Presentation Tips (MS-Word)
Even the most experienced Trainer needs to be reminded of the basics some times. Here are a few tips.
Trainer Checklist (MS-Word)
Please use this document as you begin to plan for a training session. It will help you assure you have thought of most of the details that can de-rail your presentation.
Assisting Organizational Change (MS-Word)
Here are some ideas from Margie Dubrow that may help Trainers assist agencies make organizational change.

Information Memos from OCS

IM 123 (Word)
This is the memo in word document.
IM 103 (MS-Word)
This IM, issued August 2007, should be used as a guideline for all NPtP ROMA Trainers as they plan their activities. It identifies OCS priorities for training and capacity building, and indicates activities that address these priorities. It also identifies a program improvement plan for the network.
IM 82 (word)
Here is the IM that will give you guidance regarding Board make up, roles, responsibilities and more!
IM 49 (word)
Information Memorandum (IM) 49, issued 2/21/01 just before the first mandatory ROMA reporting, provides guidance to states and local CAAs about how OCS views the implementation of ROMA. IM 49 reminds us of the original purpose of our network and focuses on the family, agency and community dimensions (the six national goals) of our work. IM 49 is the public policy document that sets ROMA within the context of compliance under GPRA, and provides guidance for both state CSBG agencies and the CAAs for managing client activities and reporting results.

Master Trainer Information

Guides for the Master Trainer
Guides to Phase 3 and 4 of NCRT training for Master Trainers can be found at the Network Login tab.
Application to become Master Trainer
Prior to applying to become a Master Trainer, an NCRT must first demonstrate excellence in providing training and must have acted as a Mentor for at least two candidates who have become certified.
For more information on being a Master Trainer, NCRTs should go to the Network Login tab.

Planning for Results

Introduction to P4R
This power point is a brief intro to the "Planning for Results" curriculum, authored by Julie Jakopic and Barbara Mooney (2006). The full text of Trainer Manual, Participant Manual and Poster kit is available to Certified ROMA Trainers under the Network Items tab.

NPtP Materials in Spanish

Materials in Spanish
NPtP Materials are available in Spanish at the Network Items tab, for Certified ROMA Trainers only.

For more information or questions use the Contact Us tab.

Power Points - historic references

ROMA for Boards (pp)
We left this posted but new material is available on the Community Action Partnership web site.

History, a presentation by John Wilson (PPT)
This is an old power point presentation, done for our network's 40th anniversary - but still has a good overview of the CAA history. You have to either imagine (or actually download) the Bruce Hornsby song: "The Way It Is" to get the full effect of the introduction. You'll see the words to the song in the first few slides if you don't have the music, but the music is a really powerful way to set the scene for the information that follows.
Quality Assurance, by David MacDonald (PPT)

Benefit, Income, Expense Graphic

Comparision Chart
This chart shows a comparison of resources and expenses from 0 income to $54,000 gross income. It is for Pennsylvania in 2003. If you want to find more info, go to the National Center for Children in Poverty web site and you can customize the graph for your state. There are several ways you can select to display the info. Thanks to Barry Nazar for helping me re-find this!!!