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Building a Performance Measurement System: A How-To Guide

Authors

Andrew Wolk

Anand Dholakia

Kelly Kreitz

Partner

The William & Flora Hewlett Foundation

Schrafft Charitable Trust

Published

2009

Summary

This practical guide provides an easy-to-follow, five-step process for developing a customized performance measurement system that will serve as an essential tool for any organization.

This practical guide provides an easy-to-follow, five-step process for developing a customized performance measurement system for organizations seeking to:

  • Measure progress in achieving its mission, goals, and visions.
  • Develop dashboards and learn how to analyze performance data.
  • Create a culture of learning and continuous improvement among management, board, and staff.
  • Develop report cards to communicate performance.
  • Use data-based evidence to build funder confidence.

The How-To Guide includes tools & templates to help leaders elevate their practice of performance measurement:

  • Performance Measurement Audit Tool: Use this tool to prepare for building a performance measurement system.
  • Master Indicator List Template: This document will help you organize indicators as you select them.
  • Management Dashboard Template: Use this template to create regular reports on your data for your management team.
  • Program-Level Dashboard Template: Use this template to create regular reports on your data for the leaders of individual departments or programs.

Table of Contents:

  • Introduction to performance measurement
  • Planning to measure
  • Choosing what to measure
  • Determining how to measure
  • Preparing to use your data
  • Putting your performance measurement system into action

Library of Congress Catalog Number: 2009907518
International Standard Book Number (ISBN) paper: 978-0-615-31022-0