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Experts and Best Practices
Other Great Resources
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
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.
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.
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.
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!):
help on how to format text
Turn off "Getting Started"