Dashboard: Track Service Activity

Management & LeadershipEfficiency & Time ManagementManagers≈ 20 min

Key skill: Steering & objectives

Summary

Build a team dashboard to steer your department's activity and react quickly to drift: ten tips for choosing the right indicators, presenting what matters and turning data into an action plan — with your team, not against it.

Target audience

Any manager or project lead who wants to track activity and results collaboratively

Learning objectives

Build a dashboard in 10 steps to track your team's activity
Play as a team by involving employees in designing and monitoring the dashboard
Track shared goals and keep the team motivated to achieve them
Visualise and use your team's data to support decision-making and shape a vision for the future

Module outline

StorytellingThe story of a digital marketing expert who turns her solitary dashboard into a collaborative mosaic
ArticlesThe benefits of a team dashboard for performance
Expert videoThe 10 tips for building a high-quality dashboard to steer your team's activity
AnchoringA quiz and True/False questions to dig deeper into the topic and anchor what you've learned
Memo cardA downloadable coaching memo card: the key points from the expert video
CommitmentConcrete examples to help you define your own commitment

Models & methods

The 10-tip method; the distinction between outcome, activity and satisfaction indicators; ERP, SaaS and Excel tools.