Capstone – Project Charter

Building a KPI Dashboard to Track Progress with Key Initiatives

A Collaboration Between

Engagement Synopsis

We seek to enhance the work of our over 30 programs by developing a dashboard of Key Performance Indicators that can integrate program output/outcomes information with budget information to provide a comprehensive picture of program performance to staff and agency leadership. Our goal is to use this partnership as a springboard for a fully-functioning KPI dashboard that can inform our agency’s efforts to better serve community members by identifying program strengths, challenges, and potential risks.

HOST VENUE ADDRESS

  • 197 East Broadway, New York, NY, USA

REQUIRED PREREQUISITES

  • Business planning, with preference for experience in and/or interest in non-profit organizations
  • Financial modeling
  • Data visualization and analysis

LEARNING OBJECTIVES

  • Detailed understanding of non-profit data management strategies, challenges, and best practices
  • Insight into nonprofit data reporting (compliance, foundation, private donor audiences)
  • Insight into nonprofit financial planning and analysis
  • Insight into non-profit growth strategy

Company Information

CompanyEducational Alliance
HQNew York
RevenueUnlisted
Employees100-500
StageMedium Business
Hiring PotentialFollow-on Projects
Websitehttps://edalliance.org/

Company Overview

Educational Alliance is a social services non-profit serving 50,000 New Yorkers annually across its network of community centers on the Lower East Side and East Village neighborhoods of Manhattan. We provide individuals and families high-quality, multi-generational programs and services that enhance their wellbeing and socioeconomic opportunities. As we have for 130 years, we offer best-in-class programming–now across 15 sites—focusing on a mix of education, health and wellness, arts and culture, and civic engagement. We work across traditional boundaries and address the full hierarchy of needs – from simple meals to educational, recreational, social, civic, and cultural supports.

Company Supervising Team

Director of Research and Evaluation

Andrew

[email protected]

Course Info & Engagement Details

SchoolUniversity of Notre Dame Mendoza College of Business
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramCollege of Business
Course2020 SPRING – MBA Interterm (IMPACT)
LevelGraduate
Students Enrolled120 Enrolled, 2-5 per group per project
Meeting Day & Time3/2 - 3/5/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration4 days (03/02/2020 - 03/05/2020)
Departments InvolvedData Management
Growth Strategy
Operations
Software Design & Development
File Attachments

School Supervisors

Instructor

Alice

[email protected]

Students

There are currently no students assigned.

Collaboration Timeline

  • January 19, 2020

    Student Teams Finalized. Companies provided with final roster of students that will be visiting your office to work on the interterm project.

  • February 7, 2020

    Companies will send a formal welcome/on-boarding email to students to get them excited and ramped up for the project, which should include any pre-work/pre-reading. We’ll provide you with a template you can use when we notify you of your student roster.

  • March 2, 2020

    OFFICIAL PROJECT LAUNCH: Students will be on-site working for the week

  • March 5, 2020

    OFFICIAL PROJECT END: Students will present results to company leadership on-site

Key Milestones & Project Process

  • March 2, 2020 - Part 1: Analysis and Automization of Agency and Key Performance Indicators

    Identify key performance indicators that are unique to individual programs, as well as those that make sense to track across programs.  Work to identify opportunities to combine KPI outcomes within a single, unified data visualization and develop automated process for integrating disparate datasets.


    Suggested Deliverable:

    Document highlighting key performance indicators, ideal benchmarks, and opportunities to combine data that is similar but currently lives in different data sources within the agency.

  • March 2, 2020 -


  • March 3, 2020 - Part 2: Analysis of Agency Business Model to Connect KPI with Budget Priorities

    Utilize business model and target revenues to set priorities for KPI outcomes and identify outcomes that require refinement and/or benchmarking.


    Suggested Deliverable:

    Slide deck aligning current KPI with agency business model and budget.

  • March 3, 2020 -


  • March 5, 2020 - Part 3: Visual representation of uniform key outcome indicators across diverse agency programs.

    Using automated processes, draw data from disparate data sets within the agency into a single location for analysis and reporting purposes.


    Suggested Deliverable:

    Tableau (or similar visualization output) visualization of approximately 10 priority KPI across agency programs, including Early Childhood Education, Youth Programming, Adult Education, Advocacy, Membership, and Older Adult Services.

  • March 5, 2020 -