1. Managing Teams with Data Dashboards : A Case for Data-Driven Decision Making & Resource Allocation JeanCarlo (J.C) Bonilla Director of Enrollment Management & Student Services, New York University jb3379@nyu.edu jb3379@nyu.edu

2. Session Overview & Objectives Context for managing teams  Managing interventions * based on “milestones”  Resource allocation based on “peaks” Learning Objectives  Integrate data from multiple sources to create a data dashboard  Review history & trends to assign resources and delegate tasks  Assign KPIs for GEM  Building a culture committed to “fact-based” decision making

3. How do you manage teams?

5. Our profession (GEM) is in a transition from intuition- based management to data-driven management

6. Data

7. Information

8. Data Information Insight/Action

9. Data- Driven Weekly Ops Meeting

10. History is our working assumption. The past is relevant and your school has “memory”

11. Working with my models  Models are pre-populated MS Excel worksheets  You can break them!  Green colored cells are for data input  Download at EnrollmentAnalytics.com

12. Dashboards – the art of integration, analyzing, and visualizing data

13. Data Information

14. Dashboard vs. Reports Dashboard  Pretty (visual)  Executive  Integrates data from multiple platforms  Answers to organizational KPIs Report  Flat (text)  Operational  Standard query from a platform  Answers to “how many”

16. Dashboard Collection Curation Integrating Analyzing Visualizing

17. Dashboard Layout KPIs DESCRIPTIVE STATISTICS TRENDS or PREDICTIVE STATISTICS

19. CASE 1 - Say as of today, May 1st 2014 your Fall 2014 cycle looks as follows: LEADS APPS ADMITS DEPOSITS OR MATRIC GOAL (July 30) 5000 550 215 75 YTD (May 1) 2667 405 200 15 Should you be worried? Are you on target? What should you have your team focus on? EnrollmentAnalytics.com

20. CASE 2 - Say as of today, May 1st 2014 your Fall 2014 cycle looks as follows: Should you be worried? Are you on target? What should you have your team focus on? EnrollmentAnalytics.com LEADS APPS ADMITS DEPOSITS OR MATRIC GOAL (July 30) 5000 550 215 75 YTD (May 1) 5015 488 178 44

21. CASE 3 - What should you expect next week? Should you be worried? Are you on target? What should you have your team focus on? EnrollmentAnalytics.com LEADS APPS ADMITS DEPOSITS OR MATRIC GOAL (July 30) 5000 550 215 75 YTD (May 1) 5015 488 178 44

22. Building a dashboard  Action driven  1 st order KPIs = funnel metrics  2 nd order KPIs = school/program specific  Design with “visual checks” for data accuracy  Be “honest” about predictability features

24. Data is the new strategic asset

25. Data is not the problem… is the culture

26. Muchas Gracias! J.C Bonilla jb3379@nyu.edu