FROM THE CLIENT
“Stef from GSD Execution Partners is the extra brain and set of hands every nonprofit needs on their team. One of the many things she has done for us is implement a customized, concrete scorecard tool that helps our staff automate how we track, review, and report our revenue compared to our fundraising goals. She built this professional tool with our team and customized its functionality to our very specific needs. The system now runs itself. Stef takes the ‘If we only had time to....’ list of a nonprofit and turns it into a self-sustaining reality."
RESULTS
The organization consistently uses a standard tool/process to
professionally articulate their strategic impacts.
professionally articulate their strategic impacts.
PROJECT
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CLIENT
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SOLUTION
Create an easy-to-use performance scorecard linking the organization’s strategic plan to quantifiable measures of success.
Create an easy-to-use performance scorecard linking the organization’s strategic plan to quantifiable measures of success.
GOALS
Increased Focus on Results
Easily identify and communicate specific trends/progress/
issues/status, because what gets measured gets done
Easily identify and communicate specific trends/progress/
issues/status, because what gets measured gets done
HOW WE GOT S#!T DONE
- Facilitated a core team of staff to prioritize (or eliminate) existing metrics, develop new metrics, define year-end goals, and determine processes for capturing those numbers
- Created an Excel “scorecard” template with actual-versus-goal calculations, year-to-date
- Coached team on data input and how to identify trends