Course : Public sector: dashboard management
Practical course - 2d
- 14h00 - Ref. TSP
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 | Identify dashboard objectives |
| Identify relevant indicators |
| Formalize the dashboard in Excel |
| Communicate dashboard data |
Intended audience
A and B civil service managers.
Prerequisites
Be a player in the decision-making process of your department, community or administration. Knowledge of Excel is a plus. Bring your own table projects or existing tables.
Practical details
Hands-on work
Numerous examples of government and local authority tables, video presentations, practical exercises, participative exchanges.
Course schedule
1 Understanding the usefulness of a dashboard
- The reasons for setting up a dashboard.
- Using dashboards to manage, control, decide and anticipate.
- The different types: monitoring dashboards, management dashboards and balanced scorecards.
- The four essential elements of any painting.
- The dashboard as a decision-making tool.
Hands-on work
Group creation of a mind map on the purposes of a dashboard.
2 Designing a management dashboard
- Interrogate orientations using the P.E.S.T.E.L. method and the S.W.O.T. matrix.
- Analyze the situation using the "cause tree" and Ishikawa diagram.
- Design real objectives "M.A.L.I.N.S.".
- Identify success criteria.
- Identify key success factors in table design.
Hands-on work
P.E.S.T.E.L. and S.W.O.T. analysis
3 Avoiding design errors
- A dashboard disconnected from objectives.
- An accounting chart for monitoring, or a dashboard for decision-making.
- A dashboard or other information system.
- Unusable indicators.
- Unreliable data.
Hands-on work
Identify inconsistencies on the shop floor.
4 Identify relevant indicators
- The different types of indicators.
- Establish your indicators.
Hands-on work
Creation of relevant indicators, then enrichment by the group.
5 The form of the management dashboard
- Present the facts: a table with figures.
- Show the trend: choose the right graph to support the data.
- Explain: the commentary.
- Recognize: the cartouche.
Hands-on work
Exchange experience and identify best practices.
6 The Excel dashboard
- Overview of Excel's main functions.
- The database.
- Creating links.
- Pivot tables are a good complement.
- Automatic input and control.
Hands-on work
Presentation of a dashboard in Excel.
7 The dashboard as a communication tool
- The right table for the right hierarchical level.
- A transversal vision rather than a vertical one.
- How do you present your board in a meeting?
- Implement a continuous improvement approach.
Hands-on work
Practices and key success factors.
Publication date : 06/10/2024
PARTICIPANTS
A and B civil service managers.
PREREQUISITES
Be a player in the decision-making process of your department, community or administration. Knowledge of Excel is a plus. Bring your own table projects or existing tables.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
A and B civil service managers.
PREREQUISITES
Be a player in the decision-making process of your department, community or administration. Knowledge of Excel is a plus. Bring your own table projects or existing tables.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
Dates and locations
Dernières places
Date garantie en présentiel ou à distance
Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.