► Reggie Townsend, Account Director

► Olga Masevich, Project Manager

► Miquel Lewis, Strategy Consultant

► Jean McDonnell, Strategy Associate

► Nicole Lun, Strategy Associate

PRO BONO CONSULTANT TEAM:

GRANT

AWARDED:

Taproot is a nonprofit organization that makes business talent available to organizations working to improve society

Development of Strategic Scorecard

Year Up Chicago was awarded a “Strategic Scorecard” service grant by Taproot Foundation for the purpose of helping the organization with its strategic growth and expansion goals.

A strategic scorecard is a tool an organization can use to monitor and measure progress towards achieving their strategic plan.

Project Inputs › Phase 1: Review of Year Up goals and

internal documents

› Phase 2: 10 interviews with key Year Up team members

› Phase 3: 10 work stream sessions (one per each area of strategic focus)

› Phase 4: Board feedback to preliminary Scorecard

› Ongoing team meetings and status updates

Project Participants › 12 Year Up Team members/leaders

› 5 Taproot team members/consultants

› Year Up Board members

Project Timeline › Project completed in approximately 20 weeks

(June thru October, 2013)

› Project required approximately 200+ consultant hours and 100 Year Up staff hours

Project Summary and Outputs › The Taproot team identified three essential qualities that collectively define Year Up and

give it a distinct competitive edge .

› Conversion (Change/Cycle/Transformation)

› Convergence (Unite/come together to serve YU core values)

› Tension (Interconnectedness/Interdependency)

› By design, it was determined that an effective framework for Year Up must be capable of incorporating these three essential Year Up qualities (playing to its strengths), while also being:

› Simple – able to capture complex information at a glance

› Systemic – able to integrate all moving pieces

› Sustainable – able to change and adapt over time

› Ultimately, a 10-legged “spider” scorecard tool was designed and refined for its ability to meet both sets of these critical criteria. The final product consisted of:

› 10 legs, each representing a key area of strategic focus

› 4 leading performance indicators per area of focus that drive the results

› Data captured in 6 month periods (Year Up’s student cycles) and by “target” vs. “actual” goals

› A visual “windshield” view of integrated directional movement (vs. a dashboard view of functional status updates)

EXECUTIVE SUMMARY

For more information please contact:

Year Up Chicago: Tshilumba Ngandu, TNgandu@yearup.org

Taproot: Reggie Townsend, rtownsend@knowledge-advantage.com

DRIVING RESULTS

Windshield

Predictive Modeling

Strategy

View of Converged Activities

Directional

6 month cycle

Composite of Leading Performance Indicators

Users: Board & Management

Rear View Mirror

Measurement of What Happened

Tactics

View of Each Department

Exact

Weekly

National Metrics / Goals

Users: Staff/National

PAST PRESENT FUTURE

AM/FM

RADIOSTRATEGIC

SCORECARD

ACTIONS

OUTPUT

DEMOSTRATEGIC SCORECARD