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Running head: KPI/DASHBOARD ASSIGNMENT

Individual KPI Dashboard Assignment


Shane Gray
Siena Heights University
LDR640
Professor Lucas
June 17, 2016

KPI/DASHBOARD ASSIGNMENT

Abstract
The objective of this assignment is to present the personal KPIs (key process indicators) that
allow me to maintain a well-defined and balanced lifestyle. The information that follows will
define, explain and discuss how these KPIs assist in identifying overall goals and whether or not
the day-to-day activities are staying aligned with and assisting in maintaining my vision.
Throughout this explanation, reference will be made to the Personal Task Completion Chart,
which was created using Microsoft Office, Excel. Within the chart, components such as
horizontal and vertical bar graphs, as well as pie graphs are utilized for the purpose of an at-aglance view, to maintain KPI records. The personal task completion chart consists of three tabs:
Project Dashboard, which displays the vital information; Notes, which holds the key to the
formulas that effect the dashboard; and Bar Chart, which is the creation table used to construct
each of the components of the dashboard.

KPI/DASHBOARD ASSIGNMENT

Individual KPI Dashboard Assignment


As we evolve into the golden years of our lives, so it is with technology and the means to
pay attention to what is important to us as individuals. Though we may not have put much
thought into the KPIs, we maintain for the purposes of insuring a balance in our lives; it would
be interesting to realize how many individuals have a personal dashboard, literally at their
fingertips, tracking KPIs to their personal health and wellness. Though these dashboards for
which are being referred to, do not possess graphs, charts or much work on the part of the user,
they nonetheless are equipped to provide vital information that keeps the user aligned with their
goals; of course I am referring to the Fitbit, apple watch, and the many other products that
anyone can possess. The bar graphs, pie charts and other tools that allows the user to receive a
visual record for how they are progressing, would be provided either within the memory of the
band or after joining the device with a laptop, tablet or other computer type processor.
Therefore, in a sense, the band does the work for the user. This type of dashboard would be
considered operational, as it displays all of the information in real time, at any given time. The
dashboard used to measure my personal KPIs is analytical, measuring monthly achievements.
KPI
As an individual who is task oriented, bordering on perfectionism, and struggles with a
tendency toward being obsessive; it is very important for me to maintain a well-balanced
schedule and routine. Although, even having a routine can become a hindrance to progress, it is
nonetheless important to pay attention to what tasks, activities and rest periods are looking like
for me, on a routine basis. The KPIs that are being demonstrated for the purposes of this
assignment are all in reference to routine and day-to-day activities, which allow me to insure that
a healthy balance is being maintained for mind, body and spirit. The KPIs are tracked in four
categories, which are daily activity, weekly, monthly and intermittent.

KPI/DASHBOARD ASSIGNMENT

The daily activities which allows me to function at my best are some of the basic needs,
and others which keep me on pace to be successful in meeting my goals, they include: sleep, to
maintain good mental/emotional, physical and spiritual health; the three basic meals, breakfast,
lunch and dinner, to provide nutrients for mind and body; routine exercise throughout the day,
which includes getting away from the desk just to walk or climb the stairs; routine workouts to
challenge my body and mind, which includes resistance training, compound body movements,
cardio-vascular, and flexibility training; homework, which is necessary toward the success of
meeting education requirements; prayer, which also includes meditation for spiritual health;
hygiene, which seems mindless, but is necessary in maintaining good physical health.
Weekly items are things that I routinely maintain, primarily on a Monday through Friday
schedule, they include: leaving for work on time so that I am not tempted to exceed or disregard
traffic laws; maintaining a work period conducive to my salary and the other responsibilities I
maintain; leaving work on time so that I do not betray other portions of my schedule or family
time; a decompression period that allows me to transition from work mode into personal time;
and attending church to maintain spiritual growth.
The monthly goals are those things that I participate in on certain days of the month, but
they may not be on the same days in each month, they include: volunteering, to insure that I am
giving into the community and others, for mental/emotional and spiritual health; and personal
care, such as haircuts, day-trips, leisure time activities, date-night, and etc. As you can see by the
horizontal bar graph, this is an area that I struggle in maintaining a healthy balance.
Finally, the intermittent activities include those tasks that occur non-routinely, but are
necessities for maintaining balance and good health, they include: doctor visits, which primarily
consists of chiropractic care, but also health maintenance visits; and dental care, which is one of
my least favorite activities, at any time and for any reason.

KPI/DASHBOARD ASSIGNMENT

Personal Dashboard, Task Completion Chart


Referring to the attached dashboard, the following interpretation will assist in how to read
what each graph is indicating. In addition, this type of dashboard should be created with an
operational view as well, so that immediate adjustments could be made in reference to certain
areas being tracked, such as: sleep; exercise; workouts; and leaving work on-time (second
occurrence, listed as Leave On-Time). An additional component will be necessary, which
displays the benchmark, target, and actual activity. Such a component would assist in
maintaining the operational effect of the dashboard. This current dashboard will be the
benchmark.
The most prominent feature in this dashboard is the horizontal bar graph, which is useful
for providing an easily recognizable view of the months activities. Each bar represents one of
the daily, weekly, monthly, and intermittent tasks; which are listed on the left. The length of each
bar is indicative of the number of days that each task was completed during the month; which is
listed at the top. The pie graphs located below the bar graph assist the user in determining how
balanced the activities are, in their respective categories.
Finally, the vertical bar graph is used to display the intermittent activities to allow a more
accurate illustration of the tasks. The monthly graph may be better illustrated by displaying it as
a vertical bar graph as well, due to the number of tasks being tracked, as well as the number of
times during the month each task is completed.
Evaluating KPIs & Dashboard Information
The looming questions should consistently be: Am I tracking the right information on
the dashboard? and Are the KPIs relevant in correlation to accomplishing my goals?
As goals are accomplished, an evaluation of the goal must be completed. The
evaluation should reveal whether the task is completed and can be removed from the

KPI/DASHBOARD ASSIGNMENT

dashboard, or is the goal that has been achieved a benchmark or mile-stone, which means that a
new goal should be established. Regardless, care in maintaining the KPIs and dashboard is an
on-going task itself.
Dashboards should be user friendly and easily interpreted, which means that the
components of the dashboard may be in need of revision until the need has been met. As stated
in the last section, the correct component for tracking the information displayed on the dashboard
may need to be exchanged with a component more conducive to illustrating the information
being displayed.
The KPIs used for the purpose of illustrating this assignment would be under constant
revision, based on clarity and the ability to measure them. There are many KPIs listed within
the daily activity graph that would require a deeper interpretation in reference to specific goals
for each item listed. An example would be in reference to the meals listed; the food and drinks
being consumed throughout the day is as essential to good health, as eating the meal itself.
Simply listing things generically may bring about a generic response and result. Vague KPIs
will not be difficult to track the results; but in order for the process to improve, the process
indicators must be a clear illustration of what the goals and objectives are.
As a side note: my spouse reviewed the dashboard that I created, and she suggested that
additional information should also be provided, such as: specify family time and date night in its
own piece within the category. Her comments revealed to me that the dashboard should include
specific information that meets the needs of the stakeholders, and reveals the information that is
most important to them.
Conclusion
The dashboard is only as useful as its information, and the components utilized to display
that information. A dashboard should be fashioned to meet the needs of its user or the

KPI/DASHBOARD ASSIGNMENT

stakeholders. Simply providing a dashboard does not indicate that the best information is being
tracked. Prior to the dashboard being created, a committee or workgroup should be involved in
creating the KPIs which will insure the best opportunity for meeting goals, financial success,
stakeholder approval, quality management, process improvement and the overall health of the
establishment. Another important aspect for the dashboard is in how the KPIs are being
reported. Time management, process management, and task completion are all good elements of
information to be included, and quality products and services require that the KPIs are properly
recorded and reported. This will insure that the dashboard remains accurate and reliable,
which in turn proves the trustworthiness of its establishment, and promotes stakeholder
confidence.