Hello everyone, I'm looking for ideas on an executive level performance dashboard. If anyone has a template or sample they can share that would be greatly appreciated. Thank you.
Hello,
I'm working on designing an executive level performance dashboard and was wondering if anyone had a template or sample they could share.
Thank you. Saving Changes...
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Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
The way to communicate will depends on your audience. Just to answer I have the opportunity to create the executive dashboard that is in use in my actual work place. We call it "One page status report". It has:
-Trafic Litghts regarding: Overall status, Financial, Scope, Resources, Schedule, Risks.
-Upcomming Activities
-Bright Sports
-Hot Spots
-Issue Summary
-Risk Summary
-Milestones Saving Changes...
there are likely a number of examples in the Templates section of this community but as Sergio has indicated, first understand the information needs of your stakeholders and then go through an iterative exercise to build a dashboard that will meet those needs.
Kiron Saving Changes...
Meghyn BoothManager, Performance Office| Emergent HoldingsMichigan, United States
I like to use PowerPoint for creating executive dashboards. Like Sergio, I use them to also have a "1 page status" report. I used my company's master branded deck, and then created a quick page with some boxes highlighting key information, accomplishments, risks, upcoming tasks and had traffic lights indicating health of overall project, scope, budget, and schedule. I matched all of the boxes to the aesthetic of our master deck. Saving Changes...
Ashleigh Kennett-SmithICT Project Manager| Australian Red Cross LifebloodAdelaide, South Australia, Australia
I think identifying the needs of your audience, as Sergio (and Kiron) noted, is the first step. The type of information available will depend on the project as well. Apart from the usual information highlighted by Sergio and Meghyn, some projects are delivering many activities or outputs that can be counted and tracked graphically, which can be a great way to show progress against deliverables and timelines. I have used Excel to plot completion of discrete activities against time and the projected and required completion rates (and dates) for phases. The plot can be loaded to PowerPoint or any other dashboard on a regular basis (or even dynamically if that integration is available). Saving Changes...
As mentioned by others it depends on what information to be presented.
I uses a similar one as mentioned by Sergio with information on
-project basic info
-traffic light (cost, quality, timeline, product )
- milestone and status.
- top risk(s),
-upcoming topics or steps
I also uses a detailed one pager with more charts on budget status, expenditure,
Burn down chart in different detailed discussion. Saving Changes...
When creating an effective dashboard, I like to remember that the analogy is back to the dashboard of a car. There are a few critical indicators that allow the driver to control the vehicle at a glance.
As others have mentioned, the specific metrics are dependent on the project and what is required to drive execution.
The other key aspect is that it is logically laid out so that you don't have to hunt for information. There are 1 or 2 big gauges in the middle with other frequently used pieces of data nearby. Some other supporting indicators are placed around the periphery.
That layout is significant and what makes it more of a dashboard than just a status chart. The size and placement helps people know where to look quickly, and what information is assorted references when required.
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1 reply by Ashleigh Kennett-Smith
Jun 23, 2020 10:19 PM
Ashleigh Kennett-Smith
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"more of a dashboard than just a status chart" is a key point and comes back to the purpose and expected content. It seems to me that a dashboard includes tracking delivery of specifics and associated trends or forecasts, status is more about overall project health (but of course it can get very grey with lots of overlap too).
Saving Changes...
Ashleigh Kennett-SmithICT Project Manager| Australian Red Cross LifebloodAdelaide, South Australia, Australia
Jun 23, 2020 10:14 PM
Replying to Keith Novak
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When creating an effective dashboard, I like to remember that the analogy is back to the dashboard of a car. There are a few critical indicators that allow the driver to control the vehicle at a glance.
As others have mentioned, the specific metrics are dependent on the project and what is required to drive execution.
The other key aspect is that it is logically laid out so that you don't have to hunt for information. There are 1 or 2 big gauges in the middle with other frequently used pieces of data nearby. Some other supporting indicators are placed around the periphery.
That layout is significant and what makes it more of a dashboard than just a status chart. The size and placement helps people know where to look quickly, and what information is assorted references when required.
"more of a dashboard than just a status chart" is a key point and comes back to the purpose and expected content. It seems to me that a dashboard includes tracking delivery of specifics and associated trends or forecasts, status is more about overall project health (but of course it can get very grey with lots of overlap too). Saving Changes...
