2. Performance Dashboards For Non Profit Organizations By Debra Scott, JD, MPH SP Consulting A Division of The Scott Practice, LLC 1230 Peachtree Street Suite 1900 Atlanta, Georgia 30309 Phone | 678-855-7041 www.scottpractice.com

3. Presentation Objectives  History of Performance Dashboards  Purpose of Performance Dashboards  Designing a Performance Dashboard  Conclusion

4. History of Performance Dashboards Business Case  Large levels of data  Poor integration & management of data  Time consuming = Ineffective Decision-Making

5. History of Performance Dashboards 1990s Movement for Better Systems  Balanced Scorecard  Key Performance Indicators (KPI)  Data Warehousing (DW)  Business Intelligence (BI)

6. Learning and Growth Are we able to sustain innovation, change, and continuous improvement? Internal Business Process How well do we perform at key internal business processes? Customer How well do we satisfy our internal and external customer’s needs? Financial How do we look to our stakeholders? History of Performance Dashboards Kaplan & Norton Balanced Scorecard The Four Perspectives of the Balanced Scorecard Adopted from The Performance Based Management Handbook

7. History of Performance Dashboards An IBM Systems Journal article published in 1988, coined the term “business data warehouse” Data warehousing would give end users access to information on a large scale for reporting and data analysis

8. History of Performance Dashboards Business Intelligence Is the framework, processes, technologies and tools used to timely transform data into information that is relevant and actionable, and that can be immediately disseminated across the organization. Business Intelligence Developments:  Easier Access to Operational Data  Ability to Query Various Combinations of Data  Stronger Focus on Performance Measurement

9. History of Performance Dashboards Performance Measurement System A system that enables execution of an organization’s operations strategy and consists of integrated technology- based processes that help organizations better communicate, monitor, measure and manage their performance goals.

10. History of Performance Dashboards Business Intelligence & Data Warehousing One Source of the Truth: Common Business Intelligence Terms Defined by Steve Dine Source of Data Data Storage Presentation

11. Purpose of Performance Dashboards What is Performance Management? Method of measuring activities critical to organizational success through the selection and use of quantitative measurements in order to gain better information on the impact of such activities.

12. Purpose of Performance Dashboards Corporate Strategic Initiatives  Define clear missions and desired outcomes  Measure performance to gauge progress  Use performance information as a basis for decision making

13. Purpose of Performance Dashboards Strategic Planning Requires Data Performance measures flow from organizational strategic planning and determines the data that will be collected, analyzed and reported to management in support of the decision making process. It is essential for a nonprofit organization’s strategic development process to include the regular collection, analysis and dissemination of data in order to track outputs and performance results.

14. Purpose of Performance Dashboards How Do We Monitor In Real-Time ???????? Mission/Vision/Values Strategic Initiatives Financial Viability Constituent Satisfaction Professional Development Internal Processes Key Performance Indicators

15. Purpose of Performance Dashboards RPM X 1000 Odometer Maturity How long has our organization been meeting community needs?” Is it time for newer programs? Are we meeting population trends? 054000 A performance dashboard is an information system that captures financial and nonfinancial measurements and is often compared to the dashboard of a car. Internal Business Process Do we have sufficient technical skills in areas of operations, compliance, and grant management so that we are efficient and effective.? Learning and Growth Are our volunteers knowledgeable about our mission objectives? How effective and skilled are our volunteers in serving our clients?

16. Purpose of Performance Dashboards MonitoringAnalysis Purpose Analyze Performance Trends In Less Time Ability To Identify Possible Root Causes Elements  Multi-paneled screens  Graphical metrics (i.e. dials and gauges,)  Charts and tables  Status, trend, and threshold indicators  Color-coded, conditional formatting  Drill down/up hierarchies  Drill through to operational data  Predictive, and other analyses  Reporting

17. Purpose of Performance Dashboards Performance Measurements OUR GRADE TRENDTRACKEDNOWPREVIOUSGOAL VOLUNTEERS No. of Volunteers UPPer Month 539 7 5281100 00 Full Time Volunteers DOWNPer Month 14111639200 0 New Volunteers UPPer Month 116102420 Ave. Volunteers Per Day ‘ DOWNPer Week 379 9 3689600 0 MEALS QUALITY No. Meals Provided ON TRACKPer Month 280 0 2700300 0 Nutritional Standards IMPROVE D Per Quarter 77%71%80% Meals Delivered Hot ON TRACKPer Week 92% 100 % Persons Turned Away IMPROVE D Per Week 50%42%0%

18. Designing a Performance Dashboard Program Demand Labor & Statistics data Fiscal data Donor History Demographics Program Quality What Do We Track?

19. Designing a Performance Dashboard Date of DonationAmount of DonationProgram Expense 1/18/2013$2,500$300.00 1/18/2013$2,500$300.00 2/28/2013$800$450.00 2/28/2013$1,400$300.00 3/10/2013$1,200$400.00 3/10/2013$550$200.00 3/12/2013$720$320.00 3/18/2013$620$280.00 3/30/2013$900$150.00 3/30/2013$1,200$200.00 4/8/2013$750$300.00 4/18/2013$720$400.00 4/28/2013$500$300.00 4/30/2013$680$400.00 5/7/2013$2,500$280.00 5/10/2013$2,200$300.00 5/30/2013$850$400.00 6/11/2013$900$300.00 6/18/2013$1,800$350.00 6/27/2013$500$400.00 7/7/2013$1,800$500.00 7/10/2013$400$300.00 8/11/2013$650$320.00 8/27/2013$800$200.00 9/10/2013$920$520.00 10/30/2013$500$250.00 10/5/2013$780$350.00 10/7/2013$1,500$200.00 11/10/2013$2,800$250.00 11/28/2013$650$300.00 11/19/2013$600$320.00 Generic Program Data

20. Designing a Performance Dashboard

23. 80 $1,061 Aggregate Meals Costs $4 Past Due Accounts 9 Price Per Person No. Meals Available 1300 No. Persons In Need No. Volunteers Per Day $2,800 Largest Donation $2,052 Highest for Year 31 Number of Donations YTD $87,125 Gross Income LaraLara Best Performing David Highest for Year NonProfit Dashboard Expense DataIncome Data Program DataFundraising Data Largest Donation Gross Revenue YTD 3,0002,000 Total Administrative $18,733 30,00010,000 Total Program Cost $18,065 $2,800$87,125 5003,00020,00050,000 900

24. Designing a Performance Dashboard

25. Conclusion Performance Dashboards Allow Non Profit Organizations to Reach Their Strategic Objectives By Continuous Real-Time Monitoring of Key Performance Indicators and Better Decision-Making Support Tools.

26. Questions.