using dashboards as a financial management tool · by: susan reedy sns, skye grundy rd sns, and...
TRANSCRIPT
School - Key Performance Indicators,
Goals, Action Plans, Staffing, History,
Supervisor Comments
Supervisor— Consolidated Site KPI’s
District Staff—Goals, Projects, Due
Dates, Job Responsibility Measurements
Principal—Brief overview of school’s
progress
Department—Monthly analysis and
tracking of KPI’s, Updates on Strategic
Plan, Events, Personnel, and Student
Information
Using Dashboards as a Financial Management Tool By: Susan Reedy SNS, Skye Grundy RD SNS, and Rusty Moore
Manatee County School District
Bradenton, FL
Benchmarks—Council of Great City
Schools, Year to Date, Prior Year,
Previous Month
Implemented school improvement plans and
goals based on individual school needs
Improved understanding and communication
of school and department performance
Control of expenditures & revenue
1. One page or at-a-glance
2. Includes graphical representation
3. Shows historical and benchmark
data for comparison
District Staff—received training on
developing and using dashboards
Managers—received training on the
use of data and benchmarks
Definition of Dashboard
Dashboard Content
Comparison Data
Dashboard Data
Training
Internal Director District level staff How: Staff meetings & One on One Review
District & Community Board & Superintendent
District Level Directors
Community Members
How: Email or Website
Schools
Manager & Staff
Principal
How: One on One Review &
Principal Email
Communication
Use timely data and benchmarks to
improve overall performance
Communicate performance to staff,
district, and community
+ + + =
Results
Avg. Daily Revenue Participation % Inventory Turn Over On-Hand Inv. Days
Food & Supply Costs ADP Universal Brkfst Total Cost/Revenue Meals/Labor Hr. Avg.
Labor & Benefit Cost/Meal ADP Snack Food Costs/Revenue Charge Balances
Total Cost/Meal Fund Balance Labor Cost/Revenue Marketing Goals
District and Community
Internal
Schools
Goals
District Staff
School Level
Supervisor
Principal
Department