Planning, Measuring (and Tracking) Success with Dashboards

Join UNA and Fund Raising Counsel, Inc. (FRCI) as we dive into the nuances and importance of board management dashboards and how to maximize the boards and staff’s effectiveness in moving your nonprofit forward.

Dashboards can help boards and staff of nonprofits get a handle on the important information to track Dashboards can also be shared with donors and grant makers to help familiarize them with a nonprofit’s impact, scope of programs, or finances. 

Some dashboards illustrate performance over time, such as numbers of people served; others offer a snap shot view of a situation, such as the current status of a nonprofit’s cash flow. Nonprofit staff can use dashboards to monitor a nonprofit’s social media influence, or to show board members financial indicators, or to illustrate how much progress has been made towards various goals. The uses are varied, and the results are usually an “ah ha!” moment. 

Some Types of Dashboards can include: 

Strategic or Business Intelligence (BI) dashboards track key performance indicators (KPIs) of departments within an organization — or the organization as a whole. These may be revisited on a monthly, quarterly, or annual basis. Strategic dashboards can be shared internally or externally as a report for stakeholders. 

  • Operational or accountability dashboards show the data of now, helping keep the ‘trains running on time’ within your organization. 

  • Analytical dashboards show information in a way that allows boards and staff to identify trends over time, explore segments, manipulate filters, and search for insights. This requires clean, consistent data that connects with or pairs to the single “source of truth” database. 

The hard work in developing a dashboard starts with setting a strategy, establishing goals, and defining the associated metrics. This process should involve the board and key staff from across the organization in rigorous, team-based discussions. These discussions should be ongoing, because no dashboard is final. While some baseline metrics, especially financial measures, might be a semi-permanent fixture on a dashboard, parts of any dashboard may be experimental. Where do you start? Here with UNA and FRCI. 

Why Attend  

To begin to identify the data that will lead to more funding, prove your impact, tell your story, understand barriers, and that will allow you to see your mission from end-to-end. 

Who Should Attend?  

CEO’s, Executive Directors, Presidents, Board Chairs, Managers, Supervisors 

Cost

Free for UNA Members/$10 for Not-Yet-Members

About Our Speaker  

With nearly forty years of experience serving the nonprofit and higher education communities, FRCI is the oldest full-service consulting firm located in the Intermountain West --having worked with clients to successfully raise hundreds of millions of dollars. FRCI consultants serve clients across a broad array and in nearly every sector of the nonprofit community. We have been recognized for our exemplary service to the nonprofit community and are frequent speakers and presenters at fund raising conferences. FRCI consultants believe their job is to create value for clients in each consulting relationship. 

Services offered include: 

  • Development and campaign counsel, including capital campaigns, feasibility studies, major gift program assessments, and corporate and foundation giving. 

  • Annual giving and planned giving programs 

  • Grant and proposal writing 

  • Cultivation and stewardship initiatives 

  • Board development and education 

  • Retreat and strategic planning facilitation 

  • Conference panel and workshop presentations 

  • Interim Executive Director and Development Director services 

  • UNIS: FRCI’s proprietary searchable, on-line, database of 700 Utah-based foundations and corporations 

 

When
August 18th, 2022 10:00 AM through 11:00 AM
Location
Online
Event Fee(s) - UNA Members: Please log in above to see member discount
Registration Fee $10.00