Building a Key Performance Indicator Report Using MS Excel

1
Building a Key Performance Indicator
ReportUsing MS Excel

• Texas Association for Institutional Research
  Annual ConferenceMarch 03, 2009

Bao Huynh, Director of Institutional
ResearchRichland CollegeDallas, Texas
2
Thunion Report
2
3
Thunion Report Raw Data
1.1.1 Contact hours from dual credit and tech-prep
3
4
Thunion Report Layer 3
5
Thunion Report Layer 2
6
Thunion Report Dashboard
7
Thunion Report Raw Data
7
8
Performance Score
SCORE (Monthly Performance/(Target
Prorating)) 10
ADJUSTED SCORE MIN (ADJUSTED SCORE,MAX SCORE)
8
9
Thunion Report Calculations
10
Paste Special Paste Link
11
Weighted Score
Weighted SCORE Measure Score Weighting Factor
KPI SCORE Sum of Measure Scores KPI Weighting
11
12
Thunion Report Calculations
13
Stoplights

• Camera Tool
• CHOOSE Function
• Define Name

14
Lessons Learned

• Strategic Framework is Key
• Definitions Document
• KPI Meeting Action Items
• Rubber Meets the Road

15
Rubber Meets The Road
16
Rubber Meets The Road

• There 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.

17
Rubber Meets The Road
PIIPs document process changes in two ways--

• record the initiation of a new process

• document changes in an existing process.

18
Rubber Meets The Road
The Benchmarking Process form provides a
standardized institutional process for
benchmarking.