Excel Dashboard Creation

Help SpeakOut - The Institute for Democratic Education… set up an accessible template to track key performance indicators to help measure their success.
SpeakOut - The Institute for Democratic Education and Culture
Oakland, CA, USA
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SpeakOut - The Institute for Democratic Education and Culture
Oakland, CA, USA

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Posted September 17th

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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 are looking for help with creating an Excel sheet to help us track the demographics of our network and partners.

What we have in place
  • We currently have all the data to input, which should make it easy for you to get started. We also have information on our org, and the ability to provide any other information you need.
How this will help
This project will save us $4,828 , allowing us to subsidize costs for youth and community organizations with limited funds to witness our speakers, programs, and gain access to our resources and network.

We will be able to have a better understanding of our network and to help fill helps where needed.

Project plan

P
Prep: Goals & 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
1
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
2
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
3
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

SpeakOut - The Institute for Democratic Education and Culture
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Our mission

SpeakOut - The Institute for Democratic Education and Culture is a non-profit organization dedicated to the advancement of education, racial and social justice, cultural literacy, leadership development and activism.

Our network of speakers, artists, and strategic partners provide experiential learning opportunities through lectures, workshops, film screenings, performances and curriculum development.

SpeakOut works with colleges, universities, schools, organizations, government agencies and the private sector, promoting critical analysis, creativity and innovative strategies for 21st century problem solving.

What we do

We are the nation's only non-profit speakers agency, providing educational and cultural speakers, resources, and programs nationally.

Testimonials

Donna was amazing to work with! Her questions, in-depth understanding, and deliverables surpassed what I ever imagined. I learned a lot from all she had to offer and I highly recommend working with her.
Amalia M.
Amalia M.

Managing Director

Excel Dashboard Creation Project

Clear requirements and pleasant to work with.
Donna T.
Donna T.

Volunteer

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