ROMA Fundamentals – Quick Reference Guide
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ROMA Fundamentals Quick Reference

Essential Points from ROMA Fundamentals for CAA Employees

ROMA Fundamentals

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Lesson 1: Course Introduction

What is ROMA?

  • ROMA stands for Results Oriented Management and Accountability
  • It’s the performance framework that Community Action Agencies use to measure impact
  • ROMA ensures agencies focus on outcomes that matter: helping families become self-sufficient, improving communities, and operating efficiently
  • ROMA is the common language that all CAAs speak when talking about their work and results

Course Outcomes

  • You’ll learn what ROMA is, why it exists, and how it shapes the work your CAA does every day
  • You’ll understand the three main outcome categories that ROMA tracks
  • You’ll be able to explain ROMA to a new colleague or community partner
  • You’ll see how your role fits into your agency’s results-oriented approach

Lesson 2: Understanding Community Action Agencies

The Anti-Poverty Mission

  • CAAs were created with one clear goal: to fight poverty at the local level
  • CAAs target root causes of poverty and work to create lasting change
  • Every program connects back to the anti-poverty mission—job training increases income, early childhood education helps children succeed, weatherization reduces costs
  • You’re part of a deliberate, strategic effort to help people overcome poverty

CSBG Funding Basics

  • Most CAAs receive funding through the Community Services Block Grant (CSBG)
  • CSBG flows from the U.S. Department of Health and Human Services to state governments, then to local CAAs
  • Federal law requires agencies receiving CSBG to use a performance measurement system—ROMA is the framework most CAAs use
  • ROMA helps your agency meet federal requirements AND do better work

The Community Action Network

  • Your CAA is part of a network of nearly 1,000 CAAs across the United States
  • All CAAs share common values, goals, and approaches—all focus on fighting poverty and use ROMA to measure results
  • Every CAA employee contributes to the collective effort, regardless of role
  • The network shares knowledge through conferences, training, and collaboration

Lesson 3: What is ROMA?

Breaking Down the Acronym

  • Results Oriented: Focusing on outcomes rather than just activities—what changed for families?
  • Management: Using data and performance information to make decisions
  • Accountability: Being answerable for results to federal government, state agencies, community members, and families served
  • ROMA helps CAAs focus on creating measurable improvements in people’s lives

ROMA History and Federal Mandate

  • Created in 1994 by a task force of federal, state, and local CSBG officials
  • Based on principles from the Government Performance and Results Act of 1993
  • In 1998, Congress made ROMA implementation a legal requirement for CSBG recipients
  • Mandatory outcome reporting began October 1, 2001
  • ROMA is not optional—it’s federal law

Connection to Government Performance Results Act

  • The Act established three basic principles: set strategic goals, measure performance, report results publicly
  • ROMA translates these principles into a framework that makes sense for Community Action work
  • The Act recognized that measuring activities isn’t the same as measuring impact
  • ROMA embraces continuous improvement—agencies use performance data to get better over time

Lesson 4: Core Principles of ROMA

Results-Oriented Focus

  • Your agency cares more about what changes than what happens
  • Activity-focused: “We provided 200 families with classes” vs. Results-focused: “How many families increased their savings?”
  • Activities must connect to outcomes—if a service doesn’t create meaningful change, it needs to be reconsidered
  • Example: Instead of counting tax returns completed, track how many families received refunds and what they did with the money

Management Accountability

  • Agency leaders are responsible for using resources effectively and achieving results
  • Accountability flows to board of directors, state officials, federal agencies, and most importantly, the families you serve
  • ROMA gives leadership tools to demonstrate exactly what the agency is accomplishing
  • Accountable management investigates why results fall short and takes action to improve
  • Creates a culture where everyone thinks about results

Performance Measurement Requirements

  • Agencies must collect data consistently using standardized definitions
  • Data must be reported annually to state officials, who compile it and send it to federal government
  • Standardized measurement allows the Community Action Network to show collective impact nationwide
  • Your documentation directly contributes to demonstrating your agency’s impact
  • Evidence protects your agency when budget cuts threaten or critics question effectiveness

Lesson 5: The ROMA Framework Overview

Assessing Community Needs

  • Everything starts with understanding the community your agency serves
  • Agencies look at demographic data, economic data, and community resource data
  • Good assessment includes direct input from low-income residents through surveys, focus groups, or meetings
  • Assessment is not a one-time event—communities change and agencies must update regularly
  • You contribute to assessment when you share client observations about barriers they face

Defining Mission and Strategies

  • Mission is the agency’s fundamental purpose—always centered on reducing poverty and helping people achieve self-sufficiency
  • Strategies are specific approaches the agency will use given available resources and opportunities
  • Strategies must respond directly to identified needs and be tailored to what the specific community faces
  • Strategic plan guides budget decisions, program development, and staffing choices
  • Understanding your agency’s strategies helps you see how your work fits the bigger picture

Identifying Desired Results

  • Results must be concrete enough to measure—”Increased household income by at least 10%” not “improved well-being”
  • Results focus on individuals/families, community conditions, and agency operations
  • Everything connects: results align with strategies, which align with community needs, which align with the mission
  • Setting result targets forces honest conversation about what’s realistic given capacity and funding
  • These identified results become the benchmarks against which your agency’s performance is judged

Lesson 6: ROMA Outcome Categories

Family and Individual Outcomes

  • Measure changes in the lives of people your CAA serves directly
  • Organized around six National Performance Indicators: employment, income and asset building, housing, health and social behavioral development, civic engagement, education
  • Example: Single mother secures affordable housing and gains employment—measurable family outcomes showing movement from crisis to stability
  • Your documentation in case files and databases directly contributes to outcome measurement
  • These outcomes represent real lives changed

Community Outcomes

  • Measure changes in neighborhoods and localities where low-income families live
  • Include increased affordable housing units, reduced crime rates, more living-wage jobs, improved infrastructure, stronger community organizations
  • Harder to achieve than individual outcomes—require collaboration and long-term effort
  • Example: Agency helps establish community center and playground, leading to decreased youth crime and improved school attendance
  • Community outcomes often take years to materialize but create environments where families are more likely to thrive

Agency Outcomes

  • Measure your organization’s internal performance and capacity
  • Include organizational infrastructure, financial management, board governance, service delivery, data systems
  • Strong agency outcomes create the foundation for strong family and community outcomes
  • Example: Agency improves intake process, reducing wait time from three weeks to three days—families get help faster
  • You contribute through quality of your work, professionalism, following procedures, and suggesting improvements

Lesson 7: Why ROMA Matters to Your Work

Federal Compliance and Funding

  • Your agency needs ROMA to keep its CSBG funding—without it, many CAAs would scale back dramatically or close
  • State agencies review CAA performance regularly—agencies that fall short may receive corrective action or lose funding
  • Federal government wants evidence that CSBG works because that evidence justifies continued appropriations from Congress
  • Your agency’s ROMA data contributes to the national story that the entire Community Action Network uses to advocate for resources
  • Poor ROMA implementation has ripple effects—funding might decrease for the entire network

Demonstrating Impact to Stakeholders

  • Board of directors need concrete evidence that their oversight and support are producing results
  • Local government officials and county commissioners are more likely to support budget requests when you demonstrate specific outcomes
  • Partner organizations use ROMA data to coordinate services and strengthen collaborations
  • Individual donors respond to outcome data—“85% of participants gained employment within 90 days” is more compelling than vague promises
  • For families you serve, ROMA demonstrates respect and accountability

Continuous Improvement and Growth

  • ROMA drives your agency to get better over time by learning from results
  • Outcome data reveals patterns—what works well for which populations, where strategies need adjustment
  • Without outcome data, agencies would be guessing; with ROMA, they have evidence to guide decisions
  • Agencies committed to ROMA invest more in staff development because skilled employees produce better outcomes
  • Strong outcomes make agencies more competitive for grants, attract better partnerships, and earn community trust
  • Understanding ROMA makes you a more valuable employee

Lesson 8: ROMA and the CAA Mission

Aligning Services with Measurable Results

  • ROMA helps your agency translate the broad anti-poverty mission into specific, achievable, measurable results
  • Every service must connect to specific outcomes that support the anti-poverty mission
  • Example: Food pantry isn’t just about distributing groceries—it’s about reducing food insecurity so families can focus on other stability goals
  • When developing new services, agencies start by asking what outcome that service will produce
  • This discipline ensures resources focus on activities that actually move families toward economic stability

Connecting Daily Work to Anti-Poverty Goals

  • Every task you perform connects to ROMA outcomes in some way
  • It’s the difference between “I schedule appointments” and “I help families take the first step toward achieving stability”
  • Your agency’s strategic plan should show how different roles and departments support specific outcome goals
  • Understanding these connections transforms routine work into meaningful contribution
  • When dealing with challenges, remembering that your work contributes to helping families escape poverty provides motivation and perspective

Supporting Families and Communities Effectively

  • Effective support means meeting families where they are and helping them progress toward their own goals
  • ROMA requires individualized assessment and goal-setting with clients—agencies partner with families rather than making decisions for them
  • Effective support addresses root causes, not just symptoms (job loss, medical bills, lack of financial literacy)
  • ROMA’s emphasis on outcomes pushes agencies toward deeper support that reduces likelihood of future crises
  • The three outcome categories work together: strong agency operations enable quality services, quality services produce positive family outcomes, positive family outcomes accumulate into community change
  • Every positive interaction you have with a client contributes to their experience and reinforces that they deserve support