1. Building a Key Performance Indicator Report Using MS Excel Texas Association for Institutional Research Annual Conference March 03, 2009 Bao Huynh, Director of Institutional Research Richland College Dallas, Texas

2. 2 Thunion Report

3. 1.1.1 Contact hours from dual credit and tech-prep 2008-2009 Target Range 90% – 100% 379,390 – 421,544 Performance as of January 2009 345,296 Score 10.24 Adjusted Score 10.00 3 Thunion Report – Raw Data

4. Thunion Report – Layer 3

5. Thunion Report – Layer 2

6. Thunion Report – Dashboard

7. 7 Thunion Report – Raw Data

8. 8 Performance Score SCORE = (Monthly Performance/(Target * Prorating)) * 10 ADJUSTED SCORE = MIN (ADJUSTED SCORE,MAX SCORE)

9. Thunion Report – Calculations

10. Paste Special & Paste Link

11. 11 Weighted Score Weighted SCORE = Measure Score * Weighting Factor KPI SCORE = Sum of Measure Scores * KPI Weighting

12. Thunion Report – Calculations

13. Stoplights Camera Tool CHOOSE Function Define Name

14. Lessons Learned Strategic Framework is Key Definitions Document KPI Meeting Action Items Rubber Meets the Road

15. Rubber Meets The Road

16. There are two reasons to submit a Departmental Action plan: to support an Organizational Action, or to address a performance issue or initiative in your department.

17. Rubber Meets The Road PIIPs document process changes in two ways-- record the initiation of a new process; document changes in an existing process.

18. Rubber Meets The Road The Benchmarking Process form provides a standardized institutional process for benchmarking.