Back to all projects

Excel Dashboard Creation

Help Phoenixville Area Time Bank set up an accessible template to track key performance indicators to help measure their success.
Phoenixville Area Time Bank
Phoenixville, PA, USA
Phoenixville Area Time Bank
Unfollow
Log in to follow
Phoenixville Area Time Bank
Phoenixville, PA, USA

0

Live Projects

56

Matched Projects
7 Followers
Cause
Human services
Skills
Data analysis

Posted July 3rd

Share this project:
Excel Dashboard Creation

Project details

What we need
  • A dashboard in Excel or Google Sheets that visualizes key performance indicators (KPIs), with data from up to 3 sources
  • Training on how to consistently update the dashboard for ongoing use
  • Optional: Training on how to edit dashboard and execute on formulas and functions that will allow for its evolution
Additional details

We are in the beginning stages of developing metrics to align with strategic goals.

What we have in place
  • We currently have a database that tracks activity of our volunteer hours, which should make it easy for you to get started. We also have Quickbooks online for financials, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to survive! Without metrics we seem to flounder in ad hoc discussions. Metrics will help guide us based on facts.

Tracking what matters will help clarify what is working and not working if we are measuring the right things. This will enhance our organizational effectiveness and motivate our Board and membership. It will also help us apply for grants.

Project plan

P
Prep: Goals & Data for the Dashboard
  • Volunteer Manager gives overview of the current data the organization has available, the desired KPIs they would like to track and the dashboard audience
  • Professional and Volunteer Manager discuss what is feasible for the dashboard given the current state of the organization’s data
  • Professional and Volunteer Manager outline next steps and timeline for the project
  • Volunteer Manager shares the necessary raw data files with the Professional
1
Milestone 1: Dashboard Creation & Feedback
  • Professional creates a draft of the dashboard based on initial conversation with Volunteer Manager
  • Professional shares the dashboard with the Volunteer Manager and explains how the dashboard depicts the desired KPIs
  • Volunteer Manager provides any feedback on the dashboard (up to two rounds)
  • Professional implements feedback and provides a revised dashboard
2
Milestone 2: Training
  • Professional creates guidelines for continued maintenance and update of the dashboard
  • Professional reviews the guidelines with Volunteer Manager
  • Professional is available for up to four weeks to address questions and troubleshoot as Volunteer Manager starts to regularly use the dashboard
3
Milestone 3 (Optional): Additional Advanced Training
  • Professional trains the Volunteer Manager on the key formulas, tables and charts that are used to create the dashboard, and how to make edits to them if needs evolve
  • Professional directs the Volunteer Manager to further relevant resources or an Excel Training project
Show more

About the org

Phoenixville Area Time Bank
Unfollow
Causes
Human services Community & economic development
Posted by
Mary G
Mary G.

Volunteer manager

Our mission

Phoenixville Area Time Bank is a non-profit organization that enhances people-to-people support to build a fully inclusive, resilient community through a local service exchange network.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Mary)
(No testimonial has been submitted by Ruqaiya)