building a key performance indicator report using ms excel texas association for institutional...

Building a Key Performance Indicator Report

Using MS ExcelTexas Association for Institutional Research

Annual ConferenceMarch 03, 2009

Bao Huynh, Director of Institutional Research

Richland CollegeDallas, Texas

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Thunion Report

1.1.1 Contact hours from dual credit and tech-prep2008-2009 Target Range

90% – 100%

379,390 – 421,544

Performanceas of

January 2009

345,296

Score

10.24

Adjusted Score

10.00

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Thunion Report – Raw Data

Thunion Report – Layer 3

Thunion Report – Layer 2

Thunion Report – Dashboard

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Thunion Report – Raw Data

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Performance Score

SCORE = (Monthly Performance/(Target * Prorating)) * 10

ADJUSTED SCORE = MIN (ADJUSTED SCORE,MAX SCORE)

Thunion Report – Calculations

Paste Special & Paste Link

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Weighted Score

Weighted SCORE = Measure Score * Weighting Factor

KPI SCORE = Sum of Measure Scores * KPI Weighting

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 RoadThere 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 RoadThe Benchmarking Process form provides a standardized institutional process for benchmarking.