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Building a KPI Dashboard to Track Progress with Key Initiatives

Case 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.    

REQUIRED PREREQUISITES

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

Relevant Topics

Data Management

Data Scrubbing & Reorganization
Data Synthesis & Visualization
KPI Design Visualization

Growth Strategy

Business Opportunity Research
Prospecting New Relationships
Designing & Scaling Processes

Operations

Process Design Review
Scalability Assessment
Inter-Departmental Efficiency Assessment

Software Design & Development

MVP Design & User Testing
Systems Integration
Technology Roadmap Planning

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 Overview

NameEducational Alliance
TaglineHistoric social services non-profit serving 50,000 New Yorkers annually across the lifespan.
HQNew York
RevenueUnlisted
# Employees100-500
Hiring Potential
  • Follow-on Projects
Growth StageMedium Business
Websitehttps://edalliance.org/
Funding StatusPhilanthropic/Donor/Grant-Based
Funding Size10,000,000 - 50,000,000
DescriptionEducational 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.
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What is an #OpenCase?

CapSource #OpenCases are open innovation challenges designed to provide more schools and students with access to experiential learning opportunities. Now, schools all around the world can use our old projects as Case Studies FOR FREE!