Raw  data isn't useful; Add value to it!

  • Create dashboards

  • Identify team members to review performance results regularly

  • Set review schedule

  • Use your data to identify and make continuous improvements

Why A Dashboard? 

What kind of Dashboards are there?  

  • Management dashboard--high-level overview of performance intended for leadership

  • Program-level dashboard--detailed tracking of individual programs or initiatives; data from this will usually roll-up into the management dashboard

Creating a Dashboard

  • Identify performance indicators that are primary drivers of the program’s core work:

    • Capacity

    • Efficiency

    • Effectiveness/Outcomes

    • Strategic priorities

  • Present information in a logical and intuitive format

  • Help the reviewer interpret the data by including baselines and targets

Establish a Baseline 

  • Use existing data to determine baselines for each performance measure - where are you now? 

  • Disaggregate each measure by race/ethnicity of clients. If you find differences between racial groups, establish baseline measures for all clients, and for those communities experiencing a disparity. 

  • If you don’t have existing data, begin collecting the data for the baseline

Establishing a Target 

  • Targets can be moving or fixed

  • Set improvement-oriented, realistic targets

  • It may not be possible to set a target for each indicator; designate it as TBD and re-evaluate as you collect data

  • Link your targets to performance expectations

Use Your Dashboards

  • Incorporate review of dashboards into existing meetings--let it spark conversation about performance and quality improvement

  • Key questions for management review:

    • How have results changed over time?

    • How do the results compare with the baseline and target?

    • If this is a new indicator, what do the results show?

  • Look for relationships and patterns among your indicators

  • Question your data:

    • Why have results exceeded or missed the target?

    • What are the underlying drivers?

    • How does or doesn’t the data align with intuitive expectations?

    • What’s working and what isn’t?

    • Where are there opportunities for improvement?

    • What challenges need to be addressed?

    • Where should we focus time and attention?

    • How does this data guide our decisions?

  • Use charts and graphs to display your data visually

Root Cause (2009), Building a performance measurement system: Using Data to Accelerate Social Impact.