Risk Monitoring User Group

Transcription

1 Risk Monitoring User Group 22 nd April 2009 Manjit Flora Peter Cates

2 OBJECTIVE Introduce User Group to Dashboards and our project AGENDA Dashboard Primer Demonstration Project Overview Access Workshop

3 Dashboards, Metrics & KPIs Definitions & Best Practice Peter Cates TAH Consultant

4 Interacting with Information PCTs Step 1: Wade through reports Step 2: Discover reports with summaries Detailed Data Summarised Data Some Reports Numerous Reports Step 3: Copy data to Excel and summarise further Graphical Data Hand cranked Spreadsheets

5 Interacting with Information Best Practice Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework

6 Dashboards Key Features Graphical Indicators Visual Alerts Charts & Graphs Guided Analysis

7 Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework

8 Detailed Data

9 Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework

10 Summarised Data

11 Interacting with Information Monitor Graphical Data Dashboards Analyse Summarised Data Dashboards & Reports Drill Through Detailed Data Reports TDWI Research, 2008 MAD Framework

12 Graphical Data

13 Three Dashboard Types Operational Tactical Strategic

14 Operational Dashboards Emphasis on frequent monitoring of mission-critical operational process

15 Tactical Dashboards Emphasis on analysis and tracking over time

16 Strategic Dashboards Monitor strategic objectives, often using a formal methodology

17 Three Metric Types Lagging Indicators Leading Indicators Diagnostic Measures

18 Lagging Indicators Indicators of past performance Generally easy to define

19 Leading Indicators Indicators of future performance/outcomes Important to discover leading indicators which have the most influence on the lagging indicators Example: Leading Indicator Lagging Indicator Sales visit scheduled for next month > Sales revenue Customer repairs fixed first time > Customer satisfaction

20 Diagnostic Measures These are measures that are useful but don t fit into the other two categories. Example: Days until contract renewal

21 Key Performance Indicators (KPIs) The metrics used in dashboards are commonly termed Key Performance Indicators (KPIs) and should meet these characteristics: Aligned Actionable Easy to understand Predictive Few in number Owned Balanced and linked Trigger changes

22 KPI Characteristics

23 Interacting with Information User Roles Monitor Graphical Data Managers, Executives Analyse Summarised Data Analysts Drill Through Detailed Data Information Workers TDWI Research, 2008 MAD Framework

24 References & Further Reading The Data Warehousing Institute (TDWI) Business Intelligence Research and Whitepapers Performance Dashboards Measuring, Monitoring and Managing Your Business by Wayne Eckerson (John Wiley & Sons, 2005)

25 Dashboard Project Process Steps Manjit Flora TAH Project Manager

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27 Dashboard User Group Terms of Reference

28 User Group Membership About 6 members for optimum group working Members should represent different roles within the PCT organisation Positive and enthusiastic towards change in the way DSD information is used Availability to take part in user group meetings and other online meetings Need to be member of the group till about April 2009 at least

29 User Group Tasks Champion the dashboard concepts, best practices & pitfalls As a team create a balanced set of KPIs to accurately show and predict contract performance Devise surveys & questions to get feedback of other PCT users Assistance with user acceptance process

30 Dashboard User Group Members Charles Brown Bury PCT Nick Brook - East Riding PCT Ruwan Wickramasinghe Hertfordshire PCT Kerrie Woods Coventry PCT Helen Simmonds Primary Care Commissioning/DH

31 Access workshop - Timings & discussion points 5 mins General feedback How would you and your colleagues use the provided dashboard screens? (Refer to screenshots) 25 mins - Access questions/discussion Are people familiar with all the metrics provided in the handout? Are additional metrics being used to monitor and improve access other than these? Should the following metrics appear on the dashboard, and it what form? March 2010/2011 demand New patients to NHS Agree on a screen design (Refer to screenshots) 5-10 mins Access feedback from all groups