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SAMPLE DASHBOARD FOR BOARD FY09 Key Performance Indicators Second Quarter Frequency Target Target FY09 % Target Q2-YTD FY09 LY (FY08)
Report October to December Measured status FY09
AGENCY OPERATIONS NOTES METRICS DEFINITIONS
Finance
Months of Invested Reserves Total balance in reserve accounts / (Total Quarterly
Cash Expense Budget / 12)
4.0 68% 2.7 4.0
-
Days of Cash on Hand Second quarter cash Total balances in operating bank
balance is inflated due to accounts/365
receiving Kresge matching
grant funds ($400,000) +
and Freddie Mac
($300,00) in October - Quarterly 60 133% 80 days 59
December time period.
However, these numbers
have been adjusted.
Actual Compared to Budget - Cash flow report Revenue totals for three Quarterly
Revenue month period compared to projected
amounts per the July Cash Flow Report 1:1 or more 100% 1.1:1 New in 2009
+
Actual Compared to Budget - Expenses should be at or Cash flow report expenses totals for Quarterly
Expenses below budgeted levels to three month period compared to projected
show fiscal responsibility amounts per the July Cash Flow report. +
1:1 or less 104% .96:1 233,027
Human Resources
Employee Retention Rate # of essential positions at the start of the Quarterly
quarter divided by the total # employees +
80% 111% 89% 16%
terminating employment
Governance
Attendance (Base dependent on # of Board members divided by the # Quarterly
+
the number of Board Members) attending Board meetings 75% 63% 47% 70%
Percent of Board making The total # of Board members divided by Semi-
Contributions the # contributing annually + 90% 106% 95% 100%
+
Development
FY 09 Revenue (% of total goal) Total $ raised divided by revenue goal Quarterly $2,420,401 $1,927,259 $2,560,939
+ 80%
FY 09 Revenue w/out Govt. (% Total amount raised divided by revenue Quarterly
+ $1,395,250 62% $896,983 $1,612,796
of total goal) goal excluding government revenue
Leadership Circle Monetary Total amount raised divided by revenue Quarterly
Goals on target goal + $ 56,000 139% $ 78,000 New in 2009
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SAMPLE DASHBOARD FOR BOARD FY09 Key Performance Indicators Second Quarter Frequency Target Target FY09 % Target Q2-YTD FY09 LY (FY08)
Report October to December Measured status FY09
Campaign Pledge fulfillment Amount of total payments divided by Quarterly
(100% of total due in 08) pledge revenue due + $ 105,000 58% $ 60,478 New in 2009
FY 09 In-kind Revenue (dollar Total fair market value of items donated Quarterly
amount) divided by in-kind goal +
167,300 50% $82,780 New in 2009
+
Retention of 80% of donors Total unduplicated donors in FY09 Semi-
-
(2,334 in FY08) divided by FY 08 donors annually 1,867 43% 797 New in 2009
Expand Donor Pool by 25% Total of new donors in FY09 Semi-
(2,334 in FY 08) annually + 584 86% 449 New in 2009
Increase Average Gift for Total revenue divided # of donations Semi-
Appeals by 15% (FY 08 128) annually + 147 147% 198 New in 2009
CORE PROGRAMS
Percent of positive Client The total # of questions from completed Semi-
Satisfaction Surveys across Core client satisfaction surveys divided by # of annually
Programs (Family home, questions with ratings from good to + 85% 116% 99% 97%
Safehouse) excellent
Increase the numbers of families in crisis who achieve stability from immediate shelter
Nonprofit stabilizes 75 The total # of households that enter Quarterly
households by providing safe, shelter programs from homelessness +
stable, therapeutic group and/or DV 75 60% 45 63
residential housing
and move to stable housing.
Increase the numbers of families in shelter who achieve stability from the transition to stable housing.
81 households (90% of all # of households who reach one or more Quarterly
clients served in shelter and/or milestone under Goal 1 of Freddie Mac
HomeStart programs) will obtain measures (in areas of employment, +
added skills toward greater financial, housing, and other independent 86% of 45
independence during their skill building steps taken by clients). 90% HH 96% 78
HH
participation in programs
24 families (60 children) Total # of households that enter the Quarterly
transition from temporary/shelter HomeStart Program +
housing to HomeStart to continue
24 96% 23 28
progress toward long-term
independence
3 families and 3 single women # of households that enter next-step Quarterly
enroll in next-step housing housing programs (supportive housing,
programs (other than HomeStart) AACH, next-step shelters, etc.) to + 6 50% 3 8%
to continue their progress toward continue steps toward long term housing
long term independence OTHER THAN HomeStart.
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SAMPLE DASHBOARD FOR BOARD FY09 Key Performance Indicators Second Quarter Frequency Target Target FY09 % Target Q2-YTD FY09 LY (FY08)
Report October to December Measured status FY09
Households served in shelter # households departing all programs that Quarterly
and/or HomeStart programs secure housing that is safe from DV/threat +
75% of
secure safe, stable housing of homelessness and is not
75% 100% departing 77
where they can remain long-term. temporary/short term divided by total
households
number of all departing households this
quarter. +
Strengthen Families
Parents demonstrate and # of families who are recorded in file Quarterly
regularly implement positive notes who implement positive parenting +
parenting skills skills (see comment for detail) while in 90% 101% 91% 64
program divided by total # families served
this quarter.
Children remain in one school or # of children in school or childcare that is Quarterly
child care where they can be determined safe and stable by staff/parent + 100% school
stable/safe OR advance to a AND # children who advance to more enrollment;
more stable/secure school or safe/stable school/child care while in 100% 100% 81% child 55 families
child care program divided by total number children care
served. enrollment
% of families have no founded # of families with founded cases of Quarterly
reports of child abuse and/or abuse/neglect by participating parent +
neglect. (while participating in programs) divided 90% 107% 96% 83%
by total # families served.
% Parents demonstrate routine # of parents with documented Quarterly
parental involvement in children's collaboration with children's schools +
schools and/or child care and/or child care providers, parent 85% 114% 96.50% 99%
provider. reports, and staff observations in file that
shows parent involvement.
Enhance Financial Stability -
HomeStart families accumulate # of HS households meeting 10 or more Semi-
+
wealth an average of criteria in Wealth Accumulation Chart (to annually
$30,000/year/household toward arrive at estimated $ accrued by family),
$30,000 84% $25,200 94%
greater stability totaled to $ accumulated across clients
then divided by number of HS households
who fully participated in FIT.
Safehouse and Family Home # of shelter households meeting 8 or Semi-
+
families accumulate wealth an more criteria in Wealth Accumulation annually
average of Chart (to arrive at estimated $ accrued by
$20,000 65% 13,000 $31,174
$20,000/year/household toward family), totaled to $ accumulated across
greater stability clients then divided by number of shelter
households who fully participated in FIT.
Court Advocacy -
Clients Served # of clients (adults and children impacted Quarterly
+
by service) receiving Court Advocate 450 49% $21,770
services 219
Petitions Total # of petitions granted to households Quarterly
served by Court Advocacy program +
225 51% 354
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115
SAMPLE DASHBOARD FOR BOARD FY09 Key Performance Indicators Second Quarter Frequency Target Target FY09 % Target Q2-YTD FY09 LY (FY08)
Report October to December Measured status FY09
Dinner w/Friends -
# of Units of Client Service Total # of times a person (adults and Quarterly
+
children) attends Dinner With Friends
groups (total attendance). 375 60% 226 316
% of Client Satisfaction Surveys Client Satisfaction Surveys that respond Quarterly
with positive ratings "good" or "excellent" in response to +
questions about Dinner with Friends
groups divided by total survey responses 85% 106% 90% 401
that pertain to Dinner with Friends.
0
0
target reached or surpassed reserved for end of fiscal year or items no more activity needed + +
on track +
monitor performance 0
underperforming -
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Final Fiscal Year 2008 Dashboard Report
Executive Director's Comments
Notable Items Since November 2008
November and December exceptional months for public relations (several media hits with
1 NRP, etc.) most reflective of our concerns about funding, particularly Freddie Mac.
Fortunately, our full $300k Freddie Mac funding came through December 22 and our end of
2 the year appeal also exceeded its target.
We made it to the second round of competition for an Award for Excellence in Nonprofit
3 Management…..
4 Developed new Corporate Leadership Giving Program
5 Exceeded annual targets for membership in Leadership Giving Program
6 Explored potential for a office/residential building opportunity
7 Secured 30th Anniversary Honarary Chair
8 Mapped out themes, materials and activities for 30th Annivesary Year
9 Held Legislative Breakfast with local state delegation
10 Held successful Crate and Barrel event -- great attendance although fell short of revenue
target
11
Held special celebration event
Special Projects
2 Progress on Agency's Strategic Plan +
3 Partnership to buy 5 aprtmts +
4 Development of Client Database +
-
5 Project Peace -
7 Launching Donor Stewardship Program +
8 Safehouse Kennel Project 0
+
11 30th Anniversaray Spring Benefit 0
+
13 Emergency Preparedness Plan 0
+
-
14 Staff Retention/Developent Planning 0
+
Improvement Plans from First Page Dashboard items
Finance: Months of invested reserves will be addressed in the agency's emergency preparedness plan which will be underdevelopment in FY09. Concern target
set to high given growth of agency budget from when target originally set.
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