dashboards focus session

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Dashboards

http://www.milstonconsulting.com/



What gets measured, gets done.




Facing Out

Indianapolis Museum of Art




Facing Out




Principles of Creation1. Define your audience

• Internal or external2. Ask what they need to know3. Pick the right data – status or

progress4. Automate as much as you can5. Always display it in context




DOsKeep it to one pageGive context – graphs, trends, colorsKeep to high level informationChoose the right displayColor code to help interpret dataHighlight what is most important




DONTs

• Angst over fancy graphics

• Make something that takes hours to update

• Has so much color you can’t see straight

• Fudge the numbers• Neglect context




Numbers




Parts of your business: Program Outcomes• Balance between outputs and outcomes




Parts of your business: Finance• Working Capital• Cash Balance to Current Assets

• Days in Cash• Unrestricted Net Assets• Cash Flow




Parts of your business: Development• Overall Progress Year to Date• Scorecard on a Donor• Scorecard on an Event• Retention• Conversions




Parts of your business: Development

http://www.slideshare.net/seattledrury/beyond-cash-fundraising-management-dashboard




Parts of your business: Strategic Planning• Celebration or management

• Timeline or objectives




Parts of your business: Social Media




Parts of your business: Board Governance• Strategic Planning• Financial Data• Fundraising Data• Tell the story that matters




Parts of your business: Board Governance

http://www.docstoc.com/docs/121810825/sample-dashboard---Nonprofit-Risk-Management-Center




Exampleshttp://www.dosomething.org/files/2012-q2-small.pdf




Examples




“Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.

– Antoine de Saint-Exupery

”




Tools




Sparkwise




http://bit.ly/14rh5b8




Questions Laterwww.milstonconsulting.com

•www.linkedin.com/in/sarahmilston

•804.852.6409•[email protected]



dashboards focus session

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