Description

Dashboards are never completely satisfactory. A lack of methodology during design can result in dashboards that are difficult to understand, too cumbersome or not aligned with strategy. This dashboard training presents some best practices for improving existing dashboards: increasing the consistency of the dashboard structure; facilitate the reading and analysis of the results; accelerate the dynamics of decision-making.

Who is this training for ?

For whom ?

Management controllers. Accounting and financial framework. Department manager, project manager.

Prerequisites

None.

Training objectives

Integrate the strategic dimension

Make indicators consistent across the entire hierarchical chain

Resolve dashboard design challenges

Improve reading and analysis of results

Facilitate the identification of action plans

Training program

• Design a dashboard: reminder of the fundamentals
  • - Apply the five principles of dashboard design.
  • - Select the key indicators.
  • - Deploy the objectives, indicators and action plans .
• Improving the dashboard: overcoming the main difficulties
  • - Validate the correlation points between performance and management.
  • - Define the right level of the analysis mesh in order to facilitate decision-making.
  • - Audit the consistency of indicators with the field of responsibility.
  • - Audit the quality of the information system.
  • - Ensure the perverse effects of reward systems.
• Make dashboards more readable with compelling visuals
  • - Prevent classic errors.
  • - Use graphic possibilities.
  • - Know how to choose the right visual.
• Building a strategic dashboard: the approach
  • - Ensure the consistency of the three levels of a management system.
  • - Integrate the different dimensions of performance: the balanced scorecard model.
  • - Design a scorecard strategic edge.
• Workshop '
  • - Knowing how to present your table (limited time) Group work based on a few cases provided by the participants.