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.