MI, reports and dashboards are key to the success of any organisation, but are they as effective as they could be. Are they easy to understand, are they focussing on what matters most and are they driving improvement? In this box set we will provide you with ideas and tools that will help you generate improvement and challenge your thinking around topics such as dashboards, operational playbooks, strategy, and target typology.

Modules

How do we add value in MI & Reporting?

• This module covers:
• The crucial role of reports and dashboards in driving actionable decisions and improvements in business performance.
• The necessity of a performance framework to give meaning to metrics and encourage effective actions.
• Simplification and relevance of reports to ensure they lead to meaningful actions, emphasising the importance of understanding, relevance, and trust.

Analysts as Improvement Champions
This module covers:

• Emphasising the role of analysts as Improvement Champions, focusing on continuous learning and striving for excellence.
• Highlighting the need to focus on critical areas, simplify tasks, and align insights with strategic goals for effective improvement.
• Outlining three phases of improvement: focussing on priorities, building an operating rhythm for engagement, and driving actionable improvements in behaviour and processes.

Shaping the Future the 4 Stages of Insight
This module covers:

• The importance of mindset change in forecasting, planning, and leading, emphasising preparation over prediction for future readiness.
• The necessity to shift from viewing forecasts as right or wrong towards using them to stay ahead, anticipate potential issues, and support decision-making.
• Encouraging strategic thinking and planning by imagining and exploring different possible futures, moving beyond traditional "what if" scenarios to "if then" approaches for goal-oriented actions.

Performance Playbooks
The purpose of reports and dashboards is to drive improvement through decisions and actions. But do the readers know what actions to take and when to take them. 
In this module we will show you how to create performance playbooks to focus and empower people to act with confidence. Identifying the right actions to take and when to take them. 
In the exercise we will be sharing a template to allow you to quickly and easily create your own performance playbooks.

Target Typology
This module covers:

• The significance of target typology in setting effective goals, preventing unintended outcomes, and enhancing stakeholder understanding.
• The difference between leading and lagging measures to demonstrate how various targets influence behaviour and results.
• The critical approach to target setting, highlighting various target types and the risks of unintended consequences, underscoring the value of precise questions to foster desired behaviours.

Prioritising Triggers for Action
This module covers:

• Building prioritisation scores into reports and dashboards to focus on key actions, utilising threshold scores, trend analysis, and impact scores.
• Engaging stakeholders to tailor the prioritisation model to their specific needs and control areas.
• Addressing challenges in model creation, including simplifying data presentation and ensuring continuity and relevance of prioritised actions.

The Strategy Pyramid
This module covers:

• The importance of understanding your organisational strategy, vision, and values as the starting point for setting targets and goals.
• The concept of the strategy pyramid, a framework to align support and measures with your organisational strategy.
• The four lenses for strategies, including commercial, customer, people, and compliance, and the need to choose key performance indicators wisely to track progress.

Gamification

• This module covers:
• An introduction to gamification, highlighting its role in enhancing performance through psychological rewards and personalised motivation strategies.
• Examples of gamification in everyday life, such as apps and reward programmes, to illustrate its widespread application and effectiveness.
• Best practices and common pitfalls in gamification implementation, stressing the importance of clear goals, performance tracking, and adaptive reward systems.

Data Dictionaries

• This module covers:
• The role of data dictionaries in resolving discrepancies in data analysis and standardising definitions to prevent confusion and multiple versions of the truth.
• How data dictionaries help ensure consistency in data use, prevent measure duplication, and facilitate uniform calculation across an organisation.
• Key elements of a data dictionary, such as measure names, definitions, calculation formulae, data sources, measure owners, associated risks, and expiry dates for ongoing relevance and accuracy.
   

The cost of this mini series including accreditation is great value at £325 + VAT and free for students on our assisted learning pathway.