At AchieveIt we pride ourselves on the whitepapers we produce to help organizations tackle their tough business issues. One of our most popular white papers revolves around designing a dashboard system. I have the pleasure to work with clients everyday so I can honestly say that most people are searching for a way to develop an comprehensive company dashboard. We all know that a dashboard system is an amazingly powerful tool but is that all there is?

The point I’d like to make today is simple. If I had a magic wand and I waved over your company, said the magic words and created your company dashboards how would that help you? Many times we think that all we need is access to our numbers and everything will be just fine. The problem with staring at a list of numbers is that they don’t provide context around what you’re looking at. It’s great that we saw a spike in sales or admissions but unless you know the actions that caused that spike, you can’t make an intelligent decision. This is why it’s so critically important to tie in your strategic plan into any dashboard system you’re developing. A strategic plan highlights not only the numbers but the operational aspect of why your metrics moved.

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The sweet spot in the planning revolves around an understanding around which projects actions caused your desired outcome. We all come into work for 8, 9, 10 hours a day working on various projects and you owe it to yourself to prove that your work is bringing value. The only way to do that is to set a desired target for a metric and building your projects and assignments directly below that line item. At the end of the year you can diagnose, based on your project performance, what helped move the needle. This can’t be done with dashboards alone.

If you’re looking to track your strategic plan and have a set of dashboards, you’ve come to the right place. At Achieveit, we’ve developed our software to combine the strategic planning process with the dashboarding world. You don’t have to choose one or the other. That’s like choosing between cake and ice cream when you all know that they’re better together.

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Joseph Krause
Joseph Krause
Joe Krause is currently the VP of Business Development at Achieveit. He serves as his client’s dedicated resource on strategic planning by providing a wide range of consulting services. In his spare time you can find him at the various restaurants in Atlanta or at Crossfit trying to work off those meals.