This document summarizes a discussion between Brendon Shank and Todd Von Deak about metrics, dashboards, and reporting. Some key points included maintaining focus on goals and outcomes, using metrics to tell a story and justify resources, and selecting strategic metrics that support departmental and organizational goals. Tracking time spent on various tasks was also emphasized. The presenters suggested being flexible but strategic with metrics selection and using a narrative to link metrics to organizational success.

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Brendon Shank
Society of Hospital Medicine
Todd Von Deak, MBA, CAE
TVD Associates

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Our Big Take-Aways
Brendon’s:
“Keep an eye on your dashboard.
And your windshield.”
Todd’s:
“Metrics tell a story…and buy space”

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• Pulse Oximetry
• Heart Rate
• Systolic Pressure
• Diastolic Pressure
• Skin Tone
• Demeanor
• Awareness
• Weight
• Body Mass Index
• Heart Rhythm
• Lung Sounds
• Heart Sounds
• Fluid Intake

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No, Seriously. Answer the Question:
How Are We Doing?
• Goal Alignment
• Resource Allocation
• Return on Investment
• Why Else?

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Why Report?
• Quantifying challenges, successes
• Defining department functions
• Giving teams chance to report / contribute
• Promote, maintain & protect the brand

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The Barcelona Principles
(condensed)
• Goal-setting and measurement are fundamental
• Measuring the outcomes is preferable to measuring outputs
• Measure effect on business results
• Media measurement should include quality and quantity
• Advertising Value Equivalents not the same thing as value
• Social media can & should be measured
• Transparency & replicability are paramount to sound
measurement

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A Word On The I of ROI
Communications
ROI =
Return
Expenses + Time

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A Word On The I of ROI

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Know Where Your chips are
Time Tracking Apps:
• Toggl (www.toggl.com)
• TimeFox
(www.functionfox.com)

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The Need for Narrative
Assessment of metrics ( XYZ
happened because of ABC)
The untold stories
Links communications
success to organizational
success

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Let s Get To It!

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During this portion of the
presentation, we used
interactive technology to
decide on specific elements to
include in the group
dashboard we created during
the session

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Identify our critical metrics

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So…Thursday, After MMC:
Think about alignment with department &
organizational goals.
Brainstorm categories and metrics that support
them.
Start measuring! Use a template that makes sense
to you!

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And remember some principles
Decide on a set of metrics, but be flexible
Be Strategic - weave into the bigger story
Your biggest commodity is your time - track it
Have a windshield - tell the story
Work it...work it...work it

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IF WE CAN HELP…
Brendon Shank
Society of Hospital Medicine
bshank@hospitalmedicine.org
@bshank
Todd Von Deak, MBA, CAE
TVD Associates
todd@toddvondeak.com
@tvondeak