Other+Great+Resources

1. Related Articles

 * FSG article on the Foundation Performance Dashboard [] This article on Performance Dashboards is from 2003, the key questions and thoughts raised in the article are still quite relevant.
 * California HealthCare Foundation study on measuring Foundation Performance [] Talks about different Foundations and their approach to Foundation-wide assessments.
 * [] Great article on non-profit dashboards and transparency.
 * New Profit, Inc. (case study of different impact investors approaches to performance management) [] "A Catalog of Methods for Entrepreneurs and Investors to Define, Measure and Communicate Social Impact and Return in Privately-Held Companies". This is an interesting collection of different organizations in the impact investment community approach and methodology towards performance management measures.
 * [] In this guide, there are references to how Gates develops and uses their internal dashboards.

2. Trade/Journal Resources
SSIR
 * [] Irvine Foundation’s approach to performance assessment. Explicitly outlines the key learning questions that drive the assessment.
 * [] Talks about the efforts within the social capital markets industry to get meaningful, comparative, and valuable data.

HBR > COP
 * [] The authors of this article, Robert S. Kaplan and David P. Norton, pioneered the concept of the balanced scorecard.
 * []Seven common mistakes that impede the relevance and usefulness of performance measures.
 * []Looks at scorecards and dashboards and how these tools work together in a performance management system.
 * []Discusses two major approaches to dashboard design (bottom-up and top-down). The author also has do's and don’ts and outlines other major considerations.
 * [] Highlights the "Balanced Scorecard Step-by-Step for Government and Nonprofit Agencies" book and how the scorecard can be adapted to nonprofits and government agencies.

AEA
 * Eval10 Session 755: Data Dashboard Design for Quality Monitoring and Decision Making Guide to good dashboard design principles and key learning questions.
 * CBD085: Design & Build a Useful Data Dashboard on a Budget - Veronica Smith Very similar to the previous presentation (one of the same presenters). A brief discussion on resource implications.
 * 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 Questions for assessing a board’s/organization’s dashboard readiness.
 * Eval11 Session 614: Use What you Have: Creating Automated Visual Displays Using Word and Excel Easy to follow guide on how to create a dashboard using Work and Excel.
 * Eval11 Session 961: Definitions and Dashboards at Room to Read: Data Quality in an International Education Organization A dashboard example.
 * SI11 Session 62: Design Principles of Dashboards and Interactive Applications From Juice Analytics. Great presentation on design principles.
 * Eval11 Session 253: Data and Information Visualization Throughout the Evaluation Life Cycle Guide to design principles.

GEO
 * [] Roberto's insights on Dashboards and the lessons learned section are particularly interesting.
 * [] Provides a look at Irvine's quarterly dashboards and annual performance report.
 * [] A look at RARE's balance scorecard.


 * 3. Fun Links **


 * Viz of the day from Tableau: []
 * Infographic of the Day: []
 * Infographics from GOOD: []
 * Blog focused on data visualization and good design all within the scope of excel: []
 * One of my favorite data visualization sites: []
 * Interactive gallery from Juice Analytics (you can actually input your own data in many of the charts!): []