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Dashboard Development:
Guiding the Process

August 2010




 
Your Co
 ou Communications Dashboard
        u cat o s as boa d




         A dynamic tool that presents an integrated
                                         integrated,
     interpretive snapshot on effectiveness in delivering
                   communications results.




  

                                                            2
Outco es of
Outcomes o a Dashboard
              as boa d



         Monitor                        Gain a holistic &
                        Report on
     performance in                       comparative
                        meaningful
        real time                        perspective on
                        indicators
                                             results




          Driving evidence-based decision making

  

                                                            3
Basic Requirements: State o Readiness
 as c equ e e ts:         of ead ess


            1. Communications Objectives

            2. Performance Indicators
            2 P f          I di

            3. Measurement Tools


            4. Reporting Systems/Protocols


            5. Ownership




  

                                             4
Dashboard Designs: Opt o s
 as boa d es g s: Options



      A.   Corporate Dashboard

      B.
      B    Functional D hb d
           F    i   l Dashboard

      C.   Integrated Communications Dashboard
              •   Objective-centric
              •   Audience-centric




  

                                                 5
Avoiding Pitfalls
 vo d g t alls




                    • Over-building
                    • Focusing on technology, rather than
                      content
                    • Tunnel vision
                    • Lack of ownership
                    • Gaps in integration




                                                      6
Step 1: Develop Building Blocks
      : evelop u ld g loc s




  

                                  7
Step 2: Validate the Framework
      : Val date t e a ewo



      A.   Needs assessment

      B.
      B    Buy-in
           B i

      C.   Reporting systems

      D.   Executive endorsement




  

                                   8
Step 3: Apply the Dashboard
         pply t e as boa d



      A.   Articulate business objective

      B.
      B    Define inputs and outputs
           D fi i          d

      C.   Build a prototype

      D.   Test, learn, refine




  

                                           9
Illustration: Dashboard Output
 llust at o : as boa d




                1200
                       1,000   1,000   1,000   1,000   1,000   1,000   1,000   1,000   1,000   1,000   1,000   1,000
                1000

                 800

                 600

                 400

                 200

                  0
                         Jan    Feb     Mar      Apr    May      Jun     Jul    Aug     Sep      Oct    Nov     Dec




  

                                                                                                                       10
Illustration: Dashboard Reporting
 llust at o : as boa d epo t g




  

                                    11
Gu d g
Guiding Principles: Dashboard Development
            c ples: as boa d evelop e t


      Simplicity          Easy to use, requires minimal training


     Functionality          Adaptable to various requirements


      Flexibility          Easy to modify, customize and grow


      Scalability    Easy to expand to multi-dimensional requirements




  

                                                                        12
www.ingeniumcommunications.com

1600 Scott Street, Suite 415 Ottawa CANADA K1Y 4N7   613.729.1721

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Guiding Dashboard Development

  • 1. Dashboard Development: Guiding the Process August 2010  
  • 2. Your Co ou Communications Dashboard u cat o s as boa d A dynamic tool that presents an integrated integrated, interpretive snapshot on effectiveness in delivering communications results.   2
  • 3. Outco es of Outcomes o a Dashboard as boa d Monitor Gain a holistic & Report on performance in comparative meaningful real time perspective on indicators results Driving evidence-based decision making   3
  • 4. Basic Requirements: State o Readiness as c equ e e ts: of ead ess 1. Communications Objectives 2. Performance Indicators 2 P f I di 3. Measurement Tools 4. Reporting Systems/Protocols 5. Ownership   4
  • 5. Dashboard Designs: Opt o s as boa d es g s: Options A. Corporate Dashboard B. B Functional D hb d F i l Dashboard C. Integrated Communications Dashboard • Objective-centric • Audience-centric   5
  • 6. Avoiding Pitfalls vo d g t alls • Over-building • Focusing on technology, rather than content • Tunnel vision • Lack of ownership • Gaps in integration 6
  • 7. Step 1: Develop Building Blocks : evelop u ld g loc s   7
  • 8. Step 2: Validate the Framework : Val date t e a ewo A. Needs assessment B. B Buy-in B i C. Reporting systems D. Executive endorsement   8
  • 9. Step 3: Apply the Dashboard pply t e as boa d A. Articulate business objective B. B Define inputs and outputs D fi i d C. Build a prototype D. Test, learn, refine   9
  • 10. Illustration: Dashboard Output llust at o : as boa d 1200 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1000 800 600 400 200 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec   10
  • 11. Illustration: Dashboard Reporting llust at o : as boa d epo t g   11
  • 12. Gu d g Guiding Principles: Dashboard Development c ples: as boa d evelop e t Simplicity Easy to use, requires minimal training Functionality Adaptable to various requirements Flexibility Easy to modify, customize and grow Scalability Easy to expand to multi-dimensional requirements   12
  • 13. www.ingeniumcommunications.com 1600 Scott Street, Suite 415 Ottawa CANADA K1Y 4N7 613.729.1721