Charity KPI Dashboard & Strategy Roadmap
Creating clearer performance visibility for a charity supporting 10,000+ beneficiaries
Role
Business Strategy Consultant
Duration
Oct 2025 – Jan 2026
Tools & Methods
Excel, Power BI, Stakeholder Mapping
Overview & Context
As part of a consulting engagement, I supported the development of KPI dashboards, operational risk insights, and a structured roadmap to help leadership improve visibility and decision-making.
The Challenge
The organisation lacked a structured way to measure performance across its operations. Decision-making was largely reactive, with limited visibility into what was working, what wasn’t, and where resources should be prioritised.
Before State
Service impact data was collected in disconnected spreadsheets. Leadership had no single view of operational risks or progress against strategic objectives.
The Approach
I began by understanding the organisation’s structure, goals, and current reporting limitations through stakeholder discussions and document reviews.
Mapping existing processes and identifying gaps in performance tracking
Aligning organisational objectives with measurable KPIs
Defining a structured framework to connect activities with outcomes
What I Actually Built
I built a 3-tier reporting framework tracking input metrics (effort), output metrics (delivery), and outcomes (impact), alongside a 12-month implementation roadmap.
Solution & Impact
I developed a KPI framework and executive dashboard system tailored to the organisation’s needs. This included a clear hierarchy of KPIs linked to strategic objectives, dashboard layouts designed for leadership-level visibility, identification of operational inefficiencies and risk areas, and a structured roadmap for implementation and adoption.
What the Deliverables Looked Like
Strategic KPI framework mapping
Executive dashboard wireframes
Data collection process flow
12-month implementation roadmap
The Aftermath
"A unified KPI executive dashboard enabling data-driven leadership and proactive risk management."
Key Outcomes
- Developed KPI logic to track service and operational performance
- Identified operational risks and improvement opportunities
- Created a roadmap structure to support clearer leadership decisions
By the Numbers
Key Learnings
Stakeholder alignment is critical when defining performance metrics. Simplicity in KPI design leads to better adoption. Data is only valuable when it directly supports decision-making.
