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    Building a Performance Measurement System: A How-To Guide

    Authors

    Andrew Wolk

    Anand Dholakia

    Kelley 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

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