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

1. DRIVING COMPONENT SUCCESS
WITH PERFORMANCE
DASHBOARDS
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2. WELCOME

Brian Costanzo
Senior Vice President, Global Membership
Entrepreneurs' Organization

Katie Paffhouse
Program Manager
Institute of Food Technologists

Peter Houstle
CEO
Mariner Management
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3. WHY ARE WE/YOU HERE?
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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
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6. Identify Opportunities
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7. Identify Opportunities
Detect Threats
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8. Identify Opportunities
Detect Threats
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Inform Decisions

9. Identify Opportunities
Detect Threats
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Inform Decisions
Drive Behavior

10. DATA QUALITY MANAGEMENT
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11. INTERACTIVE DATA DISCOVERY
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12. DATA MINING & PREDICTIVE ANALYTICS
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13. DASHBOARDS/REPORTS
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14. BIG DATA!
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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
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17. TO WHOM ARE WE TALKING?
AUDIENCE
With whom are we sharing our data?
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18. •Motivate
•Correct
WHY?
•Inform

19. KEY PERFORMANCE INDICATORS:
WHAT ARE WE MEASURING?
 Membership
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20. KEY PERFORMANCE INDICATORS:
WHAT ARE WE MEASURING?
 Membership
 Financial
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21. KEY PERFORMANCE INDICATORS:
WHAT ARE WE MEASURING?
 Membership
 Financial
 Activity
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22. KEY PERFORMANCE INDICATORS:
WHAT ARE WE MEASURING?
 Membership
 Financial
 Activity
 Perceptions
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23. IDEAL KPIS?
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Juice Analytics

24. IDEAL DESIGN ATTRIBUTES

Eyes on the Road
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25. IDEAL DESIGN ATTRIBUTES

Tell a Story
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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

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27. BUILDING

YOUR DASHBOARD
What are the strategic goals for your components?
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28. BUILDING

YOUR DASHBOARD
What are the strategic goal(s) for your dashboard?
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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 …)
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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
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31. QUESTIONS...COMMENTS…IDEAS
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32. THANK YOU!


Katie Paffhouse
Institute of Food Technologists
312.604.0218
kpaffhouse@ift.org

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Brian Costanzo
Entrepreneurs' Organization
703.519.6700
bcostanzo@eonetwork.org
Peter Houstle
Mariner Management
301.725.2508
phoustle@marinermanagement.com