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LOGO

Rania Mohamed El-Sharkawy
rania.elsharkawy@alex-mri.edu.eg
Lecturer of clinical chemistry, MRI-Alexandria University
,CPHQ,LSSGB
Health governance –MRI-Alex university unit coordinator
IHI Egypt & NAHQ member
LOGO

How to develop a reliable
dashboard of indicators……….
LOGO

Are you a manger?
LOGO

Are you a leader or
decision maker?
SO…….

How do you monitor the
performance of your organization?
Do you
monitor
by doing
this ?
OR This ?
LOGO

OR This
MANAGEMENT CANNOT BE
BASED ONLY UPON
INTUITION
IT HAS TO BE UNDERPINNED
BY FIGURES
LOGO

Applications
programmes
such as ERP
LOGO

Effective
but ….
Expensive
Reports

but……
 It might not be right on
time
 Not reliable
 Contains insufficient data
enough for decision
making
 Based on intuition of the
mangers
Here comes the role of the
dashboard of indicator
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
Flickr Credit ~rednuht
Why dashboard of indicators
1.It is highly interactive and usually
provides information and not only data
2.It is primarily used to find correlations, trends,
outliers (anomalies), patterns, and business conditions in data
3.Real-time data could be analyzed
4. Reliable for performance monitoring
5. HELPS THE MANAGERS FOR
DECISION MAKING EVEIDENCE BASED
How simply develop a
dashboard
HOW?
A
Identify you KPI and check for its
criteria

plan for the dashboard

B
C

Create your dashboard elements

D
Check for validity , reliability and then and Deploy your
dashboard
KEY PERFORMANCE
INDICATORS…….
KPIs are those chosen indicators that
can directly or indirectly influence the
effectiveness of a product or process
(The daily QC at the managerial level)
An Ocean of Data ...

(c) 2008 Emerald Strategies Inc.
All Rights Reserved

21
An Ocean of Data ...

KPIs are your lifesaver
(c) 2008 Emerald Strategies Inc.
All Rights Reserved

22
Types of indicators
1

Outputs vs Outcomes

2

Short term vs Long term

3

Lagging vs Leading
Strategic and Operational

4
Strategic indicator…

Strategic Plan

Mission

Action Plans

Why we exist

Vision

Evaluate Progress

What we want to be

Goals
Objectives
Initiatives

Measures
Targets

AI1

M1 M2
T1

T1

O1
AI2
M3
T1

O2
AI3

Specific outcomes expressed in
measurable terms (NOT activities)
Planned Actions to
Achieve Objectives
Indicators and
Monitors of success
Types of indicators
1

Structure

2

process

3

outcome
Criteria of “Good” indicator….

1-Reflect the organizational
goals

5-Reliable

2-key to organizational success

6-Sensitive

3-It needs to be actionable
4-Measurable

7-Valid
8-Feasibility
Transparency

Trans-par-en-cy:
“The full accurate and timely
disclosure of information”
-Wall Street Words
http://www.dictionary.com
Flickr Credit: ~marcomagrini
Compared to a standard
When to accept and when to take
action
Pit falls for indicators selection……
Inaccurate or
incomplete data
represents
Too many KPIs are
selected

Ignore non-financial metrics

Selection by
inexperienced team

Selecting KPI the
measures immeasurable
goal

Don’t align with the strategic
direction
How simply develop a
dashboard
HOW?

A
Identify you KPI and check for its
criteria

plan for the dashboard

B
C

Create your dashboard elements

D
Check for validity , reliability and then and Deploy your
dashboard
2-Plan for the dashboard
Draft you dashboard
2-Plan for the dashboard
Build a Standard Dashboard Template
Choose the color theme
Include some standard components
such as logo , structure of the final
report
2-Plan for the dashboard
Identify the user roles (audience) and their
access to information
2-Plan for the dashboard
Define KPI variance notification rules
SCREEN
``How simply develop a dashboard
A
Identify you KPI and check for its
criteria

plan for the dashboard

HOW?
B
C

Create your dashboard elements

D
Check for validity , reliability and then and Deploy your
dashboard
3-Create your dashboard elements
Identify the data sources from which the KPIs are derived

.

Define the Data
Structures
That You Need

Define the tables
of data you need in
Excel
Table for the
query data or base
data
Tables used for
components
.

Add Dynamic Visibility If Needed
3-Create your dashboard elements

First

Define
the
refresh
rate
requirem
ents for
each KPI

Then

Define
the
visualiz
ation
type for
each KPI

Then

Identify the
reports
that are to
be
generated

Finally

The
dashboard
is
ready now
Screen
How simply develop a dashboard
A
Identify you KPI and check for its
criteria

plan for the dashboard

B
C

HOW?

Create your dashboard elements

D
Check for validity , reliability and then and Deploy your
dashboard
Check for validity , reliability and then and Deploy
your dashboard

During this phase, you preview your
dashboard and make any adjustments.
Then, you deploy your dashboard to your
end users
What problems we might face?

Selecting negatively impacting
indictors
What problems we might face?
Most dashboards use gauges, pie charts and
other graphs that can mislead the user rather
than present the quantitative information in a
meaningful way that highlights problems areas
and/or demonstrates emerging trends. Missing
critical trends is a common problem for
organizations that lack statistical skills; these
organizations use short-term
Comparisons like month-on-month rather than
analyze real trends in the data
What problems we might face?
 It is not designed exclusively for executives but rather
should be used by the general workforce as effective
dashboards are easy to understand and use
 The displayed data automatically updated without any
assistance from the user. The frequency of the update will
vary by organization and by purpose. The most effective
dashboards have data updated at least on a daily basis.
We seek to paint the
perfect picture, but each
know our limitations and
vulnerabilities…
Key performance indicators selection and implementation

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Key performance indicators selection and implementation

  • 1. LOGO Rania Mohamed El-Sharkawy rania.elsharkawy@alex-mri.edu.eg Lecturer of clinical chemistry, MRI-Alexandria University ,CPHQ,LSSGB Health governance –MRI-Alex university unit coordinator IHI Egypt & NAHQ member
  • 2. LOGO How to develop a reliable dashboard of indicators……….
  • 3. LOGO Are you a manger?
  • 4. LOGO Are you a leader or decision maker?
  • 5. SO……. How do you monitor the performance of your organization?
  • 9. MANAGEMENT CANNOT BE BASED ONLY UPON INTUITION
  • 10. IT HAS TO BE UNDERPINNED BY FIGURES
  • 13. Reports but……  It might not be right on time  Not reliable  Contains insufficient data enough for decision making  Based on intuition of the mangers
  • 14. Here comes the role of the dashboard of indicator
  • 15. 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
  • 17. Why dashboard of indicators 1.It is highly interactive and usually provides information and not only data 2.It is primarily used to find correlations, trends, outliers (anomalies), patterns, and business conditions in data 3.Real-time data could be analyzed 4. Reliable for performance monitoring 5. HELPS THE MANAGERS FOR DECISION MAKING EVEIDENCE BASED
  • 18. How simply develop a dashboard HOW? A Identify you KPI and check for its criteria plan for the dashboard B C Create your dashboard elements D Check for validity , reliability and then and Deploy your dashboard
  • 20. KPIs are those chosen indicators that can directly or indirectly influence the effectiveness of a product or process (The daily QC at the managerial level)
  • 21. An Ocean of Data ... (c) 2008 Emerald Strategies Inc. All Rights Reserved 21
  • 22. An Ocean of Data ... KPIs are your lifesaver (c) 2008 Emerald Strategies Inc. All Rights Reserved 22
  • 23. Types of indicators 1 Outputs vs Outcomes 2 Short term vs Long term 3 Lagging vs Leading Strategic and Operational 4
  • 24. Strategic indicator… Strategic Plan Mission Action Plans Why we exist Vision Evaluate Progress What we want to be Goals Objectives Initiatives Measures Targets AI1 M1 M2 T1 T1 O1 AI2 M3 T1 O2 AI3 Specific outcomes expressed in measurable terms (NOT activities) Planned Actions to Achieve Objectives Indicators and Monitors of success
  • 26. Criteria of “Good” indicator…. 1-Reflect the organizational goals 5-Reliable 2-key to organizational success 6-Sensitive 3-It needs to be actionable 4-Measurable 7-Valid 8-Feasibility
  • 27. Transparency Trans-par-en-cy: “The full accurate and timely disclosure of information” -Wall Street Words http://www.dictionary.com Flickr Credit: ~marcomagrini
  • 28. Compared to a standard When to accept and when to take action
  • 29. Pit falls for indicators selection…… Inaccurate or incomplete data represents Too many KPIs are selected Ignore non-financial metrics Selection by inexperienced team Selecting KPI the measures immeasurable goal Don’t align with the strategic direction
  • 30. How simply develop a dashboard HOW? A Identify you KPI and check for its criteria plan for the dashboard B C Create your dashboard elements D Check for validity , reliability and then and Deploy your dashboard
  • 31. 2-Plan for the dashboard Draft you dashboard
  • 32. 2-Plan for the dashboard Build a Standard Dashboard Template Choose the color theme Include some standard components such as logo , structure of the final report
  • 33. 2-Plan for the dashboard Identify the user roles (audience) and their access to information
  • 34. 2-Plan for the dashboard Define KPI variance notification rules
  • 36.
  • 37. ``How simply develop a dashboard A Identify you KPI and check for its criteria plan for the dashboard HOW? B C Create your dashboard elements D Check for validity , reliability and then and Deploy your dashboard
  • 38. 3-Create your dashboard elements Identify the data sources from which the KPIs are derived . Define the Data Structures That You Need Define the tables of data you need in Excel Table for the query data or base data Tables used for components . Add Dynamic Visibility If Needed
  • 39. 3-Create your dashboard elements First Define the refresh rate requirem ents for each KPI Then Define the visualiz ation type for each KPI Then Identify the reports that are to be generated Finally The dashboard is ready now
  • 41. How simply develop a dashboard A Identify you KPI and check for its criteria plan for the dashboard B C HOW? Create your dashboard elements D Check for validity , reliability and then and Deploy your dashboard
  • 42. Check for validity , reliability and then and Deploy your dashboard During this phase, you preview your dashboard and make any adjustments. Then, you deploy your dashboard to your end users
  • 43.
  • 44.
  • 45. What problems we might face? Selecting negatively impacting indictors
  • 46. What problems we might face? Most dashboards use gauges, pie charts and other graphs that can mislead the user rather than present the quantitative information in a meaningful way that highlights problems areas and/or demonstrates emerging trends. Missing critical trends is a common problem for organizations that lack statistical skills; these organizations use short-term Comparisons like month-on-month rather than analyze real trends in the data
  • 47. What problems we might face?  It is not designed exclusively for executives but rather should be used by the general workforce as effective dashboards are easy to understand and use  The displayed data automatically updated without any assistance from the user. The frequency of the update will vary by organization and by purpose. The most effective dashboards have data updated at least on a daily basis.
  • 48. We seek to paint the perfect picture, but each know our limitations and vulnerabilities…