Excel Dashboard Creation

for  PEI Kids
Lawrence Township, NJ, USA
Posted by
Roslyn D.

Executive Director

Posted Date
Jan 11, 2019
Virtual volunteer opportunity
Excel Dashboard Creation
Impact statement
This project will save us $4,828 , allowing us to more effectively engage in donor development and fundraising by affording us the opportunity to subscribe to critical data sources in these areas

Project Details

What We Need
  • A dashboard in Excel or Google Sheets that visualizes key performance indicators (KPIs), with data from up to 3 sources
  • Training on how to consistently update the dashboard for ongoing use
  • Optional: Training on how to edit dashboard and execute on formulas and functions that will allow for its evolution
Additional Details

We need to present a user-friendly, streamlined summary of the agency's program, financial, and operational status for our Board of Trustees meetings in an effort to eliminate dissemination of disparate financial and level-of-service reports and narratives. These supporting documents can still be available for those who want to drill down on specific issues. But our Board needs a high-level dashboard view of the organization's status in preparation for Board meetings.

What We Have In Place
  • We currently have historical reports and data sources, which should make it easy for you to get started. We also have access to the necessary raw data/input for the dashboard, and the ability to provide any other information you need.
How This Will Help

Having the capacity to provide our Board with a meaningful organizational overview will serve as a powerful management tool enabling them to govern most effectively and easily identify areas requiring their immediate attention without getting lost in the ancillary details or having to wade through extraneous information/reports.

Project Plan

Prep: Goals and Data for the Dashboard
  • Volunteer Manager gives overview of the current data the organization has available, the desired KPIs they would like to track and the dashboard audience
  • Professional and Volunteer Manager discuss what is feasible for the dashboard given the current state of the organization’s data
  • Professional and Volunteer Manager outline next steps and timeline for the project
  • Volunteer Manager shares the necessary raw data files with the Professional
Milestone 1: Dashboard Creation & Feedback
  • Professional creates a draft of the dashboard based on initial conversation with Volunteer Manager
  • Professional shares the dashboard with the Volunteer Manager and explains how the dashboard depicts the desired KPIs
  • Volunteer Manager provides any feedback on the dashboard (up to two rounds)
  • Professional implements feedback and provides a revised dashboard
Milestone 2: Training
  • Professional creates guidelines for continued maintenance and update of the dashboard
  • Professional reviews the guidelines with Volunteer Manager
  • Professional is available for up to four weeks to address questions and troubleshoot as Volunteer Manager starts to regularly use the dashboard
Milestone 3 (Optional): Additional Advanced Training
  • Professional trains the Volunteer Manager on the key formulas, tables and charts that are used to create the dashboard, and how to make edits to them if needs evolve
  • Professional directs the Volunteer Manager to further relevant resources or an Excel Training project
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About The Org

Our Mission

PEI Kids' is dedicated to promoting and maintaining a safe environment for all children. PEI Kids works with the child, family and caregiver to provide prevention, intervention and advocacy programs relating to personal safety, sexual abuse and the overall well-being of the child.