Discussions with Staff February 2009. Create common understanding Review and discuss expected...

Discussions with StaffFebruary 2009

Create common understanding Review and discuss expected outcomes and

needs Discuss results of discussion with volunteer

leaders Discuss uses of data Prioritize “Areas of Focus” and “Datapoints” Create matrics Discuss Next Steps

A dashboard is a visual display of the most important information needed to achieve one or more objectives and make better decisions.

Characteristics: Single computer screen Able to monitor “at a glance” Updated frequently Visually appealing

…best image, an automobile dashboard…

Sales Revenue Sales Comparisons Expenditures Customer Satisfaction Participation Safety News Feeds Demographic Information Competitive Comparisons Market Penetration Project Progress Etc.

1. Gather data and expectations2. Identify appropriate and strategic metrics3. Examine “best practices”4. Create recommendations

Additional steps…1. Design dashboard 2. Create communication strategy3. Create process for maintaining dashboard

Outcome: Practice data driven decision-making

Critical Questions for Consideration: What decision-making could be enhanced

through better data? What are the outcomes we want to achieve

through use of the data? What data points would enhance decision-

making?

Easily accessible and usable Ability to easily retrieve group (division,

roundtable, etc.) specific information Ability to compare and contrast (with other

divisions, roundtables, etc) Opportunity to customize dashboard Provides both “internal” and “external” data Ability to “cut” and “paste” information into

reports Ability to work on multiple platforms Provide historic data (for comparisons) What else?

Member/Membership Demographics Program Marketing (Primarily focused on

professional development) External Environmental Scanning Budget and Finance Communication Preference Publication Statistics Legislation and Regulation

Member/Membership Demographics Program Marketing (Primarily focused

on professional development) External Environmental Scanning Budget and Finance Communication Preference Publication Statistics Legislation and Regulation

Categories Retention Fee structure Number of members Cost Active vs. Inactive Attendance Communication preferences Career life External memberships Geographic distribution Satisfaction Others?

Content Level of programming Attendance Audience Delivery methods Evaluation/Satisfaction

Revenue Expenses Historical comparisons Macroeconomic indicators Endowments Projections

DataPoint Currently Collected

Currently Accessible

Currently Updated

Notes

y/n y/n and e/h d/m/q/a/b

Retention rate

Memberships

Product purchases

Age

Gender

Revenue Streams

Website hits

Volunteer Services

Etc.

What are we currently collecting? What additional information will we need to

collect and how? What are the opportunities and limitations of

our current system? What is our current capacity to “refresh”

information? How can we pull data from external sources? What is ALA collecting versus divisions? Other questions?