How to Build a Dashboard for your Nonprofit: A Critical 1 Strategic Tool Reveals Itself
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1 How to Build a Dashboard for your Nonprofit: A Critical 1 Strategic Tool Reveals Itself A conversation with: Hilda Polanco, FMA Christa Gannon, Fresh Lifelines for Youth Jenny Ocon, UpValley Family Centers Follow the conversation on social media with our special hashtag, #BuildYourDashboard. Sponsored by
2 Today s Panelists Christa Gannon Founder & CEO Jenny Ocón Executive Director 2
3 The Performance Measurement Cycle Identify areas for improvement and develop a plan Define Tie what you measure to intended impact (Key Performance Indicators: KPIs) Refine Implement Be consistent in data entry and interpretation Establish mechanisms to understand what is working and what isn t Evaluate Monitor Track trends in metrics as well as process 3
4 What Should We Measure? KPIs can be defined across all areas of your organization Financial Health Fundraising & Development Programs & Service Delivery Human Capital Marketing & Communications Outreach & Advocacy Information Technology Risk Management & Governance Facilities & Capital Projects
5 Today s Panelists Christa Gannon Founder & CEO Jenny Ocón Executive Director 5
6 Key Performance Indicators Fresh Lifelines for Youth Finance Operating Surplus/Deficit Budget vs. Actual by Program and County Net Asset Balance and Composition Liquid Unrestricted Net Assets (LUNA) Cash on Hand Fundraising Annual Revenue by Source Individual Giving: Restricted vs. Unrestricted Board Giving 6
7 Key Performance Indicators UpValley Family Centers Finance Liquid Unrestricted Net Assets (LUNA) Operating Surplus/Deficit Program Number of Unduplicated Clients Served Annually Client Ethnicity Client Survey Results Fundraising & Communications Fundraising Status for UVFC Annual Fund Media Exposure (press coverage)
8 What Should We Measure? TOOL 8
9 Today s Panelists Christa Gannon Founder & CEO Jenny Ocón Executive Director 9
10 Q&A 10
11 Resources 11
12 Resources Models and Components of a Great Nonprofit Dashboard, Hilda Polanco, Nonprofit Quarterly, 2016: Article: Webinar Recording: Why Financial Dashboards Matter, and Five Pointers to Get You Started, Neela Pal, FMA, Forbes, 2015:
13 Resources StrongNonprofits.org In collaboration with the Wallace Foundation, FMA has created a library of tools and resources to help organizations become fiscally fit Four Topic Areas: Planning Monitoring Operations Governance
14 Resources Online Tutorials for StrongNonprofits.org FMA offers complimentary orientation one-hour webinars that feature an overview of the website and drill down on several of its key resources Upcoming webinar dates: November 14, 2017 at 2:00pm ET January 23, 2018 at 2:00pm ET Look for a refresh in Fall 2017 To register, or see upcoming webinar dates: For a 15-minute, on-demand webinar tour of the site:
15 Established in 1999 to serve not-for-profit organizations around the country Provides customized financial management, accounting, software, organizational development, and other consulting services Works directly with organizations or through funder-supported management and technical assistance programs FMA exists to build a community of individuals with the confidence and skills to lead organizations that change the world Hilda Polanco, CPA, CCSA, CGMA Founder & CEO (212) /FiscalManagementAssociates /company/fiscal-managementassociates-llc 15 New York Chicago Oakland Los Angeles
16 Thank you for joining us! 16 Nonprofit Quarterly relies on your generous support. If you enjoyed this webinar, please consider donating today! Follow the conversation on social media with our special hashtag, #BuildYourDashboard. Sponsored by
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