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Driving Association Components Success with Dashboards

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How can you drive association chapter and member communities success? Use a tool from the business community: performance dashboards. Presented at ASAE's Membership, Marketing & Communications 2013 conference by Mariner principal Peter Houstle, IFT Katie Paffhouse and EO Brian Constanzo

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Driving Association Components Success with Dashboards

  1. 1. DRIVING COMPONENT SUCCESS WITH PERFORMANCE DASHBOARDS #MMCCon LH7
  2. 2. WELCOME  Brian Costanzo Senior Vice President, Global Membership Entrepreneurs' Organization  Katie Paffhouse Program Manager Institute of Food Technologists  Peter Houstle CEO Mariner Management #MMCCon LH7
  3. 3. WHY ARE WE/YOU HERE? #MMCCon LH7
  4. 4. CITIZENVILLE “Opening up vast troves of government data, then letting people create apps to use them wisely. Harnessing the popularity of online games to establish a kind of ‘Angry Birds for Democracy.’ Inventing new feedback loops so people can take an active part in every facet of governing.” Gavin Newsom CA Lieutenant Governor #MMCCon LH7
  5. 5. #MMCCon LH7
  6. 6. Identify Opportunities #MMCCon LH7
  7. 7. Identify Opportunities Detect Threats #MMCCon LH7
  8. 8. Identify Opportunities Detect Threats #MMCCon LH7 Inform Decisions
  9. 9. Identify Opportunities Detect Threats #MMCCon LH7 Inform Decisions Drive Behavior
  10. 10. DATA QUALITY MANAGEMENT #MMCCon LH7
  11. 11. INTERACTIVE DATA DISCOVERY #MMCCon LH7
  12. 12. DATA MINING & PREDICTIVE ANALYTICS #MMCCon LH7
  13. 13. DASHBOARDS/REPORTS #MMCCon LH7
  14. 14. BIG DATA! #MMCCon LH7
  15. 15. #MMCCon LH7
  16. 16.  A dashboard is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance. Stephen Few is the Principal of Perceptual Edge #MMCCon LH7
  17. 17. TO WHOM ARE WE TALKING? AUDIENCE With whom are we sharing our data? #MMCCon LH7
  18. 18. •Motivate •Correct WHY? •Inform
  19. 19. KEY PERFORMANCE INDICATORS: WHAT ARE WE MEASURING?  Membership #MMCCon LH7
  20. 20. KEY PERFORMANCE INDICATORS: WHAT ARE WE MEASURING?  Membership  Financial #MMCCon LH7
  21. 21. KEY PERFORMANCE INDICATORS: WHAT ARE WE MEASURING?  Membership  Financial  Activity #MMCCon LH7
  22. 22. KEY PERFORMANCE INDICATORS: WHAT ARE WE MEASURING?  Membership  Financial  Activity  Perceptions #MMCCon LH7
  23. 23. IDEAL KPIS? #MMCCon LH7 Juice Analytics
  24. 24. IDEAL DESIGN ATTRIBUTES  Eyes on the Road #MMCCon LH7
  25. 25. IDEAL DESIGN ATTRIBUTES  Tell a Story #MMCCon LH7
  26. 26. IDEAL DESIGN ATTRIBUTES  High Priority Performance Indicators – All data is NOT equal. “Data isn’t like your kids, you don’t have to pretend to love them equally.” Amanda Cox, NY Times Emphasize Exceptions  Size Matters! - Data Appropriate Graphics  Display Timeline & Refresh Rate  Offer Comparisons (Goal/History)  Drill Down & Be Comment Capable  #MMCCon LH7
  27. 27. BUILDING  YOUR DASHBOARD What are the strategic goals for your components? #MMCCon LH7
  28. 28. BUILDING  YOUR DASHBOARD What are the strategic goal(s) for your dashboard? #MMCCon LH7
  29. 29. BUILDING  YOUR DASHBOARD Design  Who are your audiences?  What are the performance goals? What do you measure?  What are the data sources?  Are they actionable?      Visual priorities? Remedies/solutions? Refresh frequency Views (by component, by function, by area, by …) #MMCCon LH7
  30. 30. “Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.” Antoine de Saint-Exuper #MMCCon LH7
  31. 31. QUESTIONS...COMMENTS…IDEAS #MMCCon LH7
  32. 32. THANK YOU!   Katie Paffhouse Institute of Food Technologists 312.604.0218 kpaffhouse@ift.org  #MMCCon LH7 Brian Costanzo Entrepreneurs' Organization 703.519.6700 bcostanzo@eonetwork.org Peter Houstle Mariner Management 301.725.2508 phoustle@marinermanagement.com

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