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  • June 2010

    © 2010 Healthcare Information and Management Systems Society (HIMSS)

    1

    Executive Dashboard

    Implementation Guide 201

    December 2010

  • © 2010 Healthcare Information and Management Systems Society (HIMSS)

    2

    Executive Dashboard Implementation Guide 

    Contents 

    Executive Dashboard Implementation Guide ................................................................................................ 2 Introduction ................................................................................................................................................... 4

    Dashboard Approach ................................................................................................................................. 4 Governance (Pre- and Post-Implementation) ............................................................................................... 5

    Governance Structure ............................................................................................................................... 5 Governance Attributes ............................................................................................................................... 5 Policies ...................................................................................................................................................... 6 Standards .................................................................................................................................................. 6 Responsibility ............................................................................................................................................ 6 Procedures ................................................................................................................................................ 6 Checks and Balances ................................................................................................................................ 6 Metrics ....................................................................................................................................................... 7 Summary ................................................................................................................................................... 7

    Business Process Readiness ....................................................................................................................... 8 Introduction ................................................................................................................................................ 8 What Is Business Process Readiness? ..................................................................................................... 8 Business Process Readiness Stepping Stones ........................................................................................ 8

    Summary………………………………………………………………………………………………………….11

    Developing Dashboard Requirements and Use Cases .............................................................................. 12 Identify Use Cases (Functional Requirements) ....................................................................................... 12 Identify Performance Indicators ............................................................................................................... 12 Use Case Checklist ................................................................................................................................. 14 Identify Non-functional Requirements ..................................................................................................... 15 User Interface Requirements .................................................................................................................. 15 Operational Requirements....................................................................................................................... 15 Define Testing Strategy Utilizing Use Cases........................................................................................... 16 Summary ................................................................................................................................................. 16

    Use of Benchmarks, Targets, and Thresholds............................................................................................ 17 Benchmarks ............................................................................................................................................. 17 Targets..................................................................................................................................................... 17 Thresholds ............................................................................................................................................... 18

  • © 2010 Healthcare Information and Management Systems Society (HIMSS)

    3

    Change Management .................................................................................................................................. 19 Develop the Change Management Plan and Live by It ........................................................................... 19 Adoption Progress ................................................................................................................................... 21 Final Thoughts ......................................................................................................................................... 22

    Uses of an Executive Dashboard ................................................................................................................ 23 Key Activities for Useful Dashboards: Design Phase ............................................................................. 23 Key Activities for Useful Dashboards: Monitor Phase ............................................................................. 24 Summary ................................................................................................................................................. 25

    Measuring the Value - After the Fact .......................................................................................................... 26 Dashboard Maintenance ............................................................................................................................. 30

    Dashboard Maintenance Actions ............................................................................................................ 30 Further Clarify the Message for the Employees ...................................................................................... 30 Organization Priorities Change so Dashboard Metrics Will Be Added or Changed over Time .............. 30 Frequency and Approach Adjustments ................................................................................................... 32 CMMI Maturity Changes (Fine Tuning) ................................................................................................... 32 Conclusion ............................................................................................................................................... 33

    Lessons Learned ......................................................................................................................................... 34 Driving Organizational Results ................................................................................................................ 34 Implementation Considerations ............................................................................................................... 34 Post-Implementation Considerations ...................................................................................................... 35 Final Thoughts ......................................................................................................................................... 35

    Bibliography ................................................................................................................................................ 37 Contributing Authors ................................................................................................................................... 38

  • © 2010 Healthcare Information and Management Systems Society (HIMSS)

    4

    Introduction 

    In 2009, the Management Engineering/Process Improvement Task Force developed a paper called “Executive Dashboard Development Guide.” Shortly after its release, the task force quickly realized there were many more topics to discuss. Thus, in 2010, the team began the development of the Executive Dashboard Implementation Guide. The purpose of this guide is to share a wide array of thoughts on the entire lifecycle for dashboard development including pre- and post-implementation issues. These thoughts range from forming a governance structure to supporting the effort of measuring the dashboard value post-implementation. The information contained in this paper represents some “tried and proven” approaches, views, and perspectives – all of which will help you in your dashboard implementation journey.

    The approach you use for your dashboard implementation will form the foundation for the lifecycle of your dashboard. For the ease of reading this paper, the ME-PI Task Force is representing their thoughts in support of the following approach. This approach was introduced during the HIMSS Dashboard series in 2008 and has been consistent for all efforts from the task force. This

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