Trust, Accountability, and Transparency: Helping Leadership Understand Metrics Data

Recorded On: 11/02/2023


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In today's data-rich landscape, navigating metrics data is integral to informed decision-making and organizational success. This session focuses on equipping leadership with the knowledge and tools needed to comprehend metrics data, fostering a culture of trust, accountability, and transparency. Leaders can drive performance improvements by establishing recurring metrics check-ins, adopting a positive approach, and mastering the art of identifying root cause problems while avoiding common pitfalls.

Key Topics Covered:

  • Recurring Metrics Check-ins: Explore the significance of regular interactions between leadership and metrics data. Learn how to design and facilitate effective check-ins that empower leaders to gain actionable insights, track progress, and make strategic decisions based on data-driven evidence.
  • Equipping Leadership with Insight: Discover strategies for translating complex metrics data into comprehensible insights for leadership. Learn how to present data clearly and concisely, enabling leaders to grasp trends, patterns, and performance drivers.
  • Positive, Not Punitive: Understand the importance of adopting a positive approach when using metrics data to drive accountability. Explore techniques to create a supportive environment where metrics are seen as tools for improvement rather than instruments of punishment.
  • Avoiding Common Pitfalls: Delve into the common pitfalls organizations face when utilizing metrics for accountability. From overemphasis on blame to disregarding contextual factors, learn how to navigate these challenges and maintain a balanced perspective on metrics data.
  • Identifying Root Cause Problems: Master the art of distinguishing between performance concerns and broader systemic issues. Explore strategies for identifying whether a metric's underperformance is due to individual efforts or arises from larger organizational incentives or processes.

Who Should Attend: This session is tailored for leaders, managers, and decision-makers seeking to harness metrics data's power for organizational improvement and strategic decision-making. This session will equip you with essential insights and techniques to effectively engage with metrics data and drive positive outcomes.

Derrick Fang

Director of Research, Relationship Management, and Analytics

Pomona College

Jessica Balsam

Senior Director, Prospect Development

University of Washington

Jessica is the Senior Director of Prospect Development at the University of Washington. She and her team of research and prospect management strategists closed out a ten-year $6.3B campaign in 2020. She is past president of Apra-NW, the 2016 recipient of the Apra Distinguished Service Award, and the recent chair of the Apra Advocacy and Editorial Advisory committees. She lives with her family in a 100 year old house in Seattle.

Jessica O'Connor (Moderator)

Executive Director of Prospect Strategy and Engagement

LSU Foundation

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Trust, Accountability, and Transparency: Helping Leadership Understand Metrics Data
11/02/2023 at 11:00 AM (EDT)  |  Recorded On: 11/02/2023
11/02/2023 at 11:00 AM (EDT)  |  Recorded On: 11/02/2023 In today's data-rich landscape, navigating metrics data is integral to informed decision-making and organizational success. This session focuses on equipping leadership with the knowledge and tools needed to comprehend metrics data, fostering a culture of trust, accountability, and transparency. Leaders can drive performance improvements by establishing recurring metrics check-ins, adopting a positive approach, and mastering the art of identifying root cause problems while avoiding common pitfalls.
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