1、Performance Dashboards Driving Your Agencys Success,Presented by: Mary E. McEneany, Chief Financial Officer NIQCA Conference, October 22, 2008,What is a “Performance Dashboard”?,A combination of software, data and technology designed to give you “at a glance” information on strategic initiatives, pr
2、ojects, or processes.,From the general to the specific - A tool for every level of the organization,What is a “Performance Dashboard”?,A blossoming field to help you monitor, measure, analyze and manage your agencys “exceptions” based on Key Performance Indicators that YOU identify and develop.,Gets
3、 only the information NEEDED to those who NEED it to make the day-to-day, month-to-month, or year-to-year organizational decisions,Why do “Performance Dashboards”?,To provide focus To give flesh to “mission”To “globalize” strategic initiativesTo reinvigorate and challenge staffTo integrate and invol
4、ve ITTo examine and solve exceptionsTo provide new tools To create audit trails,Performance Dashboards,What Questions to Ask?,Do I have the personnel/time/interest to do this right? What additional investments am I able to make? (IT, Staff Time) How do I want the “Dashboard” to appear for Board Memb
5、ers, Executives, Managers, Staff ? What should my first “Dashboard” look like project, process, initiative? Whats bothering me?What do I hope to achieve What do I want to measure?How do I want to aggregate the data?,Creating a Performance Dashboard,Key Performance Indicators Those critical factors t
6、hat measure and describe what “success” looks like. Employee Evaluation Internal Processes Project Initiatives,Key Performance Indicators,Mission/Vision/Values,Strategic Initiatives & Issues,Financial results,Customer Satisfaction,Professional Development,Internal Processes,Staff Satisfaction,Commun
7、ity & Environment,Key Result Indicators,Key performance Indicators,Key Performance Indicators,Financial Performance- FYE surplus - improvement in cash flow- collection of fees - workplace safety- ease of use- confidence,Key Performance Indicators,Customer Satisfaction- Response time - agency recogni
8、tion- quality service - materials/direction- confidence/reputation,Key Performance Indicators,Professional Development- project opportunities - internal leadership- promotional opportunities - learning & growth- confidence,Key Performance Indicators,Internal Processes - successful project completion
9、-employee performance evaluation - technology integration- availability of resources - caseload,Key Performance Indicators,Staff Satisfaction- key employee retention - increased recognition- open decision making - work environment- confidence,Key Performance Indicators,Community & Environment- emplo
10、yment factors- working relationships- reputation - waste management- confidence,At the Dana-Farber Cancer Institute a constantly updated dashboard on an internal Web site looks like a notebook, with tabs pointing viewers to 180 pieces of information that an be used to monitor the finances, fund rais
11、ing, patient care, nd other operations of the $600-million cancer hospital and research institute.,Miriams Kitchen, a much smaller Washington group that serves homeless people, created a “management dashboard“ with about two dozen sets of statistics that its executive director and the governing boar
12、d review monthly.decisions, she says.,At Kaboom, a non-profit that makes and installs childrens playgrounds, they use a dashboard, accessible on the EDs computer that is filled with colored graphs, charts, and tables that allow her access to both broad and detailed measures of Kabooms progress and e
13、fficiency.,Performance Dashboards in Use,The Dashboard for You,Strategic lets executives chart progress toward achieving strategic objectives Operational Enable front line staff and supervisors to track core operational processes Tactical help managers to analyze department activity, processes and p
14、rojects,The Dashboard for You,- % of days lost to sick time - % of parent fees collected within (timeframe)- Workers Comp claims/injury lost time due to injury- revenue/expense monitoring- customer service standards- enrollment monitoring - caseload performance - fundraising costs/activities,Perform
15、ance Dashboards in Use What do I need to get started?,Pilot project (start small) Good, accessible data Technology that is interactive and accessible (web-based) Committed management and team Knowledgeable IT staff,Dashboard Examples,Financial Performance,Revenue vs. Expense,Financial managements at
16、 a Glance,Dashboard Examples,Fundraising,HR,Dashboard Examples,Performance Dashboards,Exercise/Homework,Other Resources,mmceneanycommunityaction.us (413) 376-1126,BooksThe Nonprofit Dashboard: A Tool for Tracking Progress, BoardSource The One Page Business Plan for Non-profits, James Horan, Jr. Key Performance Indicators, by David Parmenter Performance Dashboards, by Wayne Eckerson,Performance Dashboards The Road Ahead,
