1.
Tracking Chapter
Effectiveness
Tips For Creating Powerful
Dashboards

2.
Got chapters? We’ve got solutions. Billhighway gives your
chapters the tools to automate and simplify operations while
creating data visibility across your entire organization. This
empowers you and your chapters to focus more on member
value and grow your association.
About Hosts
Billhighway & Mariner
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term
health and growth of your association.

3.
Our Shared Purpose
To build community and connect
component-based organizations and
component relations professionals (CRPs).

4.
In the chat, tell us what you need
to get out of this conversation…
what brings you here?

5.
What &
Why of
Dashboards
How to Use
Dashboards
Making
Dashboards
Useable
Checklist
01 02 03 04
Today’s Conversation…

6.
Poll
What best describes where you
are in the process?

7.
What is a Dashboard?
A dashboard
visual display of the
most important
information
a single screen so
the information can
be monitored at a
glance

8.
The Power of
Having Data
You Can Use
Identify
Opportunities
Inform
Decisions
Detect
Threats
Drive
Behavior

9.
National Staff
Volunteers
Chapter Staff
With whom are
we sharing our
data?

10.
Poll
Regardless of the audience,
what is your primary motivation
for doing this?

11.
Inform
Correct
Motivate
How do we use
dashboards?
01
02
03

12.
Informational: look for trends to
help hone support they provide
Correctional: Use it to help
chapters improve; give each chapter
a report
Motivational: tied to this year tied to
popular subsidy program
CFMA Example

13.
13
connect to organization’s
strategic goals
Membership
Financial
What are we
measuring?
Activity
Perceptions
Alignment

14.
Poll
Which of these would you most
like to benchmark in a
dashboard?

15.
Transparent,
simple
calculation
Ideal KPIs?
Accessible,
credible data
Actionable Common
interpretation
The perfect
metric
Juice Analytics

16.
“ Perfection is
achieved, not when
there is nothing more
to add, but when
there is nothing left
to take away.”
Antoine de Saint-Exuper

17.
Share aggregate data by chapter size;
median and standard deviation
Honed in on 5 areas
1. Engaged membership
2. Local participation
3. Engaged leadership
4. Brand recognition
5. Recruitment
SIOR Example

18.
Task Force
SIOR started with a
task force to aggregate
data
Lessons to Share
01
Feedback
SIOR received
feedback from
members on what they
value (priorities)
02
Ask
SIOR benchmarked
against all chapters vs
against a constant
03

19.
Keeps your eyes on the
road: focuses attention on
where we’re going
Show goals & progress:
consider Celebrate, Monitor,
Act Now
Tells a story: provides
context, color and meaning
Making It Useable: Design

20.
• Easy to aggregate data, draw trends, share results
• Easy for volunteers to submit: CFMA online form
Making It Useable: Management

21.
• What are the strategic goals for
your components?
• What are the strategic goal(s)
for your dashboard
Who are your audiences?
What are the performance goals?
Visual priorities?
Remedies/solutions?
Refresh frequency
Views (by component, by
function, be area, by…)
Design
Building Your
Dashboard: A
Checklist

22.
Questions?

23.
www.billhighway.co/associations/events
Yes! Chapters CAN Drive
Growth Workshop
Washington, D.C.
Wednesday, July 10th

24.
October 18th
Friday, October 18th, 2019
7:30 AM - 4:30 PM EDT
Happy Hour to Follow
Grand Hyatt
Washington
1000 H St. NW
Washington, DC 20001
$199 Pricing
$199 Early Bird Pricing
$249 Sleep Bird Pricing
www.leveragechapters.com

25.
Thank You!