Building a Key Performance Indicator Report Using MS

Building a Key Performance Indicator Report Using MS Excel Texas Association for Institutional Research Annual Conference March 03, 2009 Bao Huynh, Director of Institutional Research Richland College Dallas, Texas

Thunion Report 2

Thunion Report – Raw Data 2008 -2009 Target 1. 1. 1 Contact hours from dual credit and Performance tech-prep Adjusted Range as of. Score 90% –January 100% 2009 379, 390 – 421, 544 345, 296 10. 2410. 00 3

Thunion Report – Layer 3

Thunion Report – Layer 2

Thunion Report – Dashboard

Thunion Report – Raw Data 7

Performance Score SCORE = (Monthly Performance/(Target * Prorating)) * 10 ADJUSTED SCORE = MIN (ADJUSTED SCORE, MAX SCORE) 8

Thunion Report – Calculations

Paste Special & Paste Link

Weighted Score Weighted SCORE = Measure Score * Weighting Factor KPI SCORE = Sum of Measure Scores * KPI Weighting 11

Thunion Report – Calculations

Stoplights • Camera Tool • CHOOSE Function • Define Name

Lessons Learned • Strategic Framework is Key • Definitions Document • KPI Meeting Action Items • Rubber Meets the Road

Rubber Meets The Road

Rubber Meets The Road There are two reasons to submit a Departmental Action plan: to support an Organizational Action, or to address a performance issue or initiative in your department.

Rubber Meets The Road PIIPs document process changes in two ways- record the initiation of a new process; document changes in an existing process.

Rubber Meets The Road The Benchmarking Process form provides a standardized institutional process for benchmarking.