Testimonials
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For Small to Medium Size Businesses Dashboards frame a business and/or department to create focus, accountability and success. An expertly designed dashboard can have an enormous impact on a business and its culture. We provide three standard packages to help implement powerful dashboards, KPIs and metrics that will make everyone accountable and drive results. Done right they will improve your culture, managers and results in all areas. Our methods include a mix of training, coaching and consulting. There is an art to designing dashboards and internal managers can never do this well. A expert is needed who is not stuck in the current way of thinking and has broad business experience.
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The “Do It Yourself” (DIY) Option For Tight Budgets Only |
Training Plus Professional Coaching |
Full Service Training and Help At Each Step (We guarantee the end result) |
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Note: All designs and KPIs are software agnostic and so can be used with any software later. We highly recommend using only a single spreadsheet for the first 3-6 months to focus on the business issues, KPIs, people and performance issues, not the software issues, which can get in the way of the important business factors. We have decades of experience creating dashboards that will impact your company and a proprietary process that can guarantee results. |
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What You Get: |
Training & Information |
Training, Information + Expert Coaching Through the Process |
Culture Transformation - Guaranteed with Expert Consultant to Diagnosis, Run the Implementation Project, Design, Train & Coach Your Staff |
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Expert Dashboard Design |
No |
Yes |
Yes |
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Appropriate for Companies with |
< 12 Employees |
12 to 25 Employees |
25-250 Employees Over 250 call for quote |
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Online Video Training Available 24/7/365
Support
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Dashboard Philosophies and Purpose |
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Dashboard Design & Examples |
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Data Collection and Distribution |
ü |
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Dashboard Implementation Process |
ü |
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Management & Leadership Best Practices That Support Dashboard Benefits |
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Performance Accountability and Merit System Training in 5 Management Styles |
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Employee Testing and Certifications Available |
No |
No |
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Live Group Training Webinars For Review, |
2 |
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4 |
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Live Telephone Support By Dashboard Expert |
ü |
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Discovery Process |
Unbiased Expert Interviews of Managers to Get Out of Past Thinking Boxes |
No |
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Capture Cross-Department Interdependencies and |
No |
No |
ü |
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Internal Selling of Process and Value to Staff For Total Buy-in and Support |
No |
No |
ü |
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Ferret Out Issues That Would Prevent Successful Implementation |
No |
No |
ü |
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Provide Feedback Into Strategic Plan |
No |
No |
ü |
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Evaluation of Managers For Advancement Potential and Help Via Coaching |
No |
No |
ü |
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Evaluation of Department Structure and Recommendations |
No |
No |
ü |
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Expert Design
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Expert Dashboard Design Linking Metrics to Company Strategy |
No |
ü |
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Validate All Key Metric Types For Balance and to Prevent Gaming the Numbers |
No |
ü |
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Help Selecting Any Software as Aid |
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Likely Quality of Dashboard Produced and Impact on Business |
Can't Say. |
Very Good |
Excellent |
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Implementation
Follow Through Coaching to Insure Success
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Phone, video and/or email Support as Needed |
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Help Validate Data Collection Process |
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Help Validate Data Distribution Process and Tools |
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Review First 3 Months of Metrics Collected to Demonstrate Proper Usage |
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Act as Advocate and Authority to Increase Cooperation and Minimize Politics |
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Unbiased Expert to Resolve Different Views |
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Maintainance |
Live Training of Management Team on Holding Dashboard Review Meetings |
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One-on-One Coaching as Needed to Get Everyone Through Implementation Process |
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Video Training Library For New Team Members and Refresher Course |
Optional - Available at Discount |
3 Months Access Included After Project Completion |
Six Months Access Included After Project Completion |
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Quarterly Check For 1 Year to Enhance KPIs |
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Total Investment |
$499 for 4 months access up to 5 seats |
$2,500 to $7,500 |
$3,500 to $12,500 |
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Additional Department Dashboards with more internal KPIs to improve department |
$800 per Department when < 25 staff in that department $1,200 each when over 25 staff in department |
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Many firms will charge a small fortune for this process. We can do it for a fraction of the cost due to our long experience, Video Training Library (VLT) and by working remotely to save on travel time and expenses. We guarantee our work will positively impact your business. Call (619) SCALE06 to talk to an expert, not a salesperson. |
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Training Alone
