Management session presentation

2. From SMT to MIS: Creating successful
dashboard projects
Russell Pearson
Sharon Batchelor

3. Russell Pearson - Background
• In the FE sector for 24 years & as a Consultant for the last 6
• Started off as an Computing Lecturer in the 80’s
• From 1997 – 2009 a Senior Manager in 3 different FE Colleges covering the
curriculum, ILT & MIS initially and then moving onto Finance & Resources
• 2009 to Present – FE Consultant, some highlights include
• AoC Create ‘Sector Management College’ programmes
– writing & delivering modules on Finance and MIS for 5 years to over 200+ middle managers
– Reviews of Finance & MIS systems etc.
• Click CMS
– Interim Director posts in ICT , MIS & Finance
• Protocol
– Interim Director of MIS & review of staffing, systems, processes & reporting
– Dynistics Dashboard Project Implementation Manager at Bolton Community College
• RMAP Consulting Ltd
– Dynistics Dashboard Project Implementation Manager at a large West London College

4. Key elements to a successful project
• Stakeholder Buy In
• Keeping the project on track
• Maintaining Momentum
• Increasing adoption

5. Stakeholder Buy In: The Issues
• Changing mind-sets
• MIS ‘resistance’ – existing reports not good enough?
• Transparency of information and accountability

6. Stakeholder Buy In: The Resolution
• Base Project on Key Business Drivers
• Meet with Curriculum Management
• Set Up Dashboard Implementation Group (Strategic)
• Set Up Dashboard Delivery Group (Operational)
• 2 Phase Project Implementation Plan

7. Phase 1
Identify
• The rationale
• Expectations for SMT, managers and staff
• Impact on SMT, managers and staff
• Project scope to include ethos (6 steps)and rollout
• Resources required- staff and physical
• Dashboard Functionality
• Groups and Levels (permissions for visibility and hierarchical tiers)
• Scoping meetings (e.g. Set up 1:1 meetings with KPI leads, each
stakeholder, business managers)
• Identifying KPIs, data sources and priorities
• Set a delivery deadline – e.g. Governors meeting, OFSTED visit etc

8. Phase 2
• management feedback - listen
• Identify milestones
• Build in additional suggestions/ feedback from phase 1
• Re-engage with those stakeholders

9. Keeping Up Momentum
Communication
• Weekly reviews via DDG
• Monthly DIG meetings and attendance at SMT and CMT
meetings
• 2-3 weeks in – initial dashboard rollout to build and keep
interest
• Ensure manager’s requests are incorporated
• Feedback

10. Increasing Adoption
• Corporate feel to dashboards - not just disparate items
• Consistency of graphs, charts etc for user friendly, fast
adoption
• No more than 3 clicks or drill downs to end data
• Include more complex (good) reporting services report as
final 4th click

11. Streamlining Dashboard Projects - Tools
• Example Dashboards
• Pre Implementation Worksheets
• End User Navigation Videos
• Available on the Portal:
http://support.dynistics.com/support/home