Summer Institute for Advancement Services Pre-Institute Sessions-You Are What You Measure

You Are What You Measure - Standard Reports Metrics and KPIs

Pdf Summary

The document provides a variety of information related to setting and evaluating objectives and key results (OKRs) and key performance indicators (KPIs) in an organization. It emphasizes the importance of setting achievable goals, being transparent in sharing them across the organization, and regularly revisiting and changing them. The document also suggests not setting too many objectives, not mistaking KPIs for metrics, and not relying solely on metrics to drive decision-making.<br /><br />The document highlights the need for organizations to be informed by metrics rather than being driven by them, and to ensure that reports exist to help users meet the metrics. It emphasizes the importance of automation and shifting from traditional reports to data delivery channels. The document also mentions the importance of periodically assessing data quality and considering data fluency needs.<br /><br />In terms of evaluating current reports, the document suggests conducting an audit and using a scorecard to assess each report's purpose and practical use. It recommends removing reports that don't have a clear purpose or are of poor quality.<br /><br />The document provides guidance on working with leadership, users, and analysts to gather input and ensure that the organization's objectives are understood and progress is tracked effectively. It suggests involving users in the process of identifying the types of actions and reports needed to reach objectives.<br /><br />The document also briefly mentions the "Prospect Development Scorecard" without providing any further context or explanation.

Keywords

OKRs

KPIs

achievable goals

transparency

metrics

data delivery channels

automation

data quality

report evaluation

scorecard