On-demand available here: http://bit.ly/2l4rNhs In this webinar, we'll dive deep into leading and lagging KPIs and their importance in developing effective dashboards to monitor chapter performance.

1. Show Some TLC to Your
Chapter KPIs

2. z
Kyle Bazzy
Director of Growth
Proud Detroiter
Billhighway
Technology that solves real problems
exclusively for component-based
organizations
Founded in 1999
Why Are We Qualified?

3. Learner Outcomes
Understand
Tracking Chapter KPIs
01
Identify
Identify appropriate leading and lagging
KPIs for monitoring chapter performance
02
Prepare
Prepare dashboards to track and share
chapter KPIs (performance)
03

4. What Are You Measuring?

5. What is a Key Performance
Indicator (KPI)?
1. KPIs measure your progress towards a goal
2. KPIs help you keep your strategy on track
http://kpilibrary.com/
Examples of KPIs:
• Retention rate
• Number of new
members per year
• Number of members
participating in events
• Market penetration
percentages

6. CRP Superpower:
Manage By Exception

7. Example: FEI
Aligning goals and KPIs with strategic objectives
Possible Leading Chapter KPIs
• Event registrations
• Hits on chapter events webpage
• # of clicks on event invite emails
• Other?
Financial Executives International
What they knew: 86% of members joined
chapters for peer-to-peer networking.
What they made sure to do: Align that
feedback with their strategic objectives.

8. 2 KPI Types: Leading & Lagging
Leading KPIs
1. Measure your day-to-day progress
towards that goal
2. Measure proactive steps you take to
trigger future success
3. Predict success
Lagging KPIs
1. Measure your success in achieving a
long-term goal
2. Measure the outcome of past actions
3. Measure success
Focus efforts on leading KPIs and lagging KPIs will improve.

10. Let’s Expand on That
Example: Volunteer Retention
Leading KPIs
1. Measure your day-to-day
progress towards that goal
2. Measure proactive steps you
take to trigger future success
3. Predict success
Leading KPI Thought Process
What can you track per month or week that
gives you an indicator for the level of
volunteer retention?
• Do they hop on monthly phone calls?
• Are they involved or just a listener?
• How many days does it take to get a
response via email?
• How many chapter members reach out
to National for assistance?

11. Leading KPI
# of days it takes to get a
response from a volunteer
Lagging KPI
Volunteer retention rate

12. Lag to Lead
Kyle needs to lose 15 lbs…

13. Leading KPIs Lagging KPIs
First-year member event attendance rate
New member onboarding email opens
Percentage of new members reached by 6
month phone call
Percentage of members serving in
volunteer roles
Percentage of members who attended
leadership training events
Weekly newsletter open rate
Percentage of members who participate
in online community
First-year member retention rate
First-year member retention rate
First-year member retention rate
Percentage of members applying for
leadership positions each year
Percentage of members applying for
leadership positions each year
Annual retention rate
Annual retention rate

14. Leading KPIs Lagging KPIs
Membership survey response rate
Conference marketing emails open rate
Conference website visits
Percentage of vendors participating in
marketing consultations with chapter
leaders/staff
Learning material download rate
Annual retention rate
Annual conference attendance
Annual conference attendance
Annual revenue from exhibits,
sponsorships and advertising
Newly certified members

15. Aligned
KPIs are aligned with national/chapter
strategic goals. The same set of KPIs are
used for all chapters.
The 5A’s
01
Actionable
KPIs give you and your chapters
actionable insight – they help you make
decisions. KPIs provide a warning sign in
some cases.
02
Alive
KPIs evolve alongside changing conditions.
Reevaluate KPIs every 6 months or so.
03
• Are KPIs still aligned with national and
chapter goals?
• Are leading KPIs truly foreshadowing
success?
• Where are we struggling? How can we
improve performance?

16. Accessible
The data used to measure KPIs is
accessible – easy to gather and share.
The 5 A’s
04
Accurate
The data used to measure KPIs is reliable
and accurate.
05

17. Example: NAR
Visibility & Setting An Example
National Association of Realtors
Provide visibility on their website for all
chapters to access and leverage.
Also, provides assurance to members that
their dues are going towards an organization
that is focused on results and outcomes.
Is your association tracking any of the these?
https://www.nar.realtor/ae/manage-your-association/strategic-
planning-resources-toolkit/key-performance-indicators-kpis

18. How Dashboards Help Track KPIs
A dashboard’s standard display is easy to share, interpret, make a habit to consult, act
upon and modify. These are examples of dashboard tools you can use to track KPIs:
Dashboard Tools
• Klipfolio
• Tableau
• Zoho
• Data Cracker
• Data Hero
• OfficeReports
• Discover Text
• Google Spreadsheets
Example of Klipfolio dashboard

19. How Will You Get the Data?
Resources
• Driving Component Success with Performance
Dashboards by Mariner Management (Slideshare
presentation)
• ASAE’s Component Relations Handbook, chapter 11
• 6 Tips to Pick the Best KPI’s for your Strategy by
Jeroen De Flander (animated video)
• Chapter Dashboards: Part 1, Part 2 and Part 3 by
Billhighway (webinar presentations on Slideshare)

20. Live Dashboard Demo

21. Q&A – Ask Away!

22. • https://www.amazon.com/Disciplines-Execution-Achieving-Wildly-Important/dp/1491517751
• https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837
• https://docs.google.com/spreadsheets/d/1wmPQMXEsT6aTeRIbDJ5uS_XkoRe8-r-
uVm3LZYbeR4Y/edit?usp=sharing
• https://traction.eosworldwide.com/hubfs/EOS-GWC.pdf?t=1487810113303
• https://traction.eosworldwide.com/hubfs/EOS-People-Analyzer.pdf?t=1487810113303
Book Worms & Links