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Eval10 Session 224: A Strategic Planning Case Study: Implementing a Data Dashboard for a Nonprofit Board’s Self-Evaluation, Monitoring, and Evidence-based Decision Making 

11-15-2010 15:58

As strategic planning committee co-chair, I led the effort to more systematically monitor and evaluate a public radio station’s progress against its strategic plan, resulting in the design and implementation of a strategic planning dashboard. This paper serves as a practicum project report, summarizing the initiative process and offering lessons learned. The process began with a facilitated board discussion, which resulted in a list of committee action items, including creating and organizing metrics for more frequent board review. We partnered with management and board to identify metrics for the organization’s strategic priorities. We also thoughtfully designed the dashboard to ensure effective and efficient communication. Finally, we created practices and protocols to sustain data quality, use, and accuracy. The dashboard rollout represented a successful strategic planning initiative that 1) resulted in improved management and board partnership and 2) increased the quality of management’s and board’s self-evaluation, monitoring, and evidence-based decision making.

#Non-ProfitsandFoundationsEvaluation #visualization #2010Conference #Data

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Strategic Planning Dashboard Case Study handout.pdf   263 KB   1 version
Uploaded - 11-15-2010