►reggie townsend, account director ►olga masevich, project manager ►miquel lewis, strategy...
TRANSCRIPT
![Page 1: ►Reggie Townsend, Account Director ►Olga Masevich, Project Manager ►Miquel Lewis, Strategy Consultant ►Jean McDonnell, Strategy Associate ►Nicole Lun,](https://reader035.vdocument.in/reader035/viewer/2022081813/5697bf7d1a28abf838c848ef/html5/thumbnails/1.jpg)
► Reggie Townsend, Account Director
► Olga Masevich, Project Manager
► Miquel Lewis, Strategy Consultant
► Jean McDonnell, Strategy Associate
► Nicole Lun, Strategy Associate
PRO BONO CONSULTANT TEAM:
GRANT
AWARDED:
Taproot is a nonprofit organization that makes business talent available to organizations working to improve society
Development of Strategic Scorecard
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Year Up Chicago was awarded a “Strategic Scorecard” service grant by Taproot Foundation for the purpose of helping the organization with its strategic growth and expansion goals.
A strategic scorecard is a tool an organization can use to monitor and measure progress towards achieving their strategic plan.
Project Inputs › Phase 1: Review of Year Up goals and
internal documents
› Phase 2: 10 interviews with key Year Up team members
› Phase 3: 10 work stream sessions (one per each area of strategic focus)
› Phase 4: Board feedback to preliminary Scorecard
› Ongoing team meetings and status updates
Project Participants › 12 Year Up Team members/leaders
› 5 Taproot team members/consultants
› Year Up Board members
Project Timeline › Project completed in approximately 20 weeks
(June thru October, 2013)
› Project required approximately 200+ consultant hours and 100 Year Up staff hours
Project Summary and Outputs › The Taproot team identified three essential qualities that collectively define Year Up and
give it a distinct competitive edge .
› Conversion (Change/Cycle/Transformation)
› Convergence (Unite/come together to serve YU core values)
› Tension (Interconnectedness/Interdependency)
› By design, it was determined that an effective framework for Year Up must be capable of incorporating these three essential Year Up qualities (playing to its strengths), while also being:
› Simple – able to capture complex information at a glance
› Systemic – able to integrate all moving pieces
› Sustainable – able to change and adapt over time
› Ultimately, a 10-legged “spider” scorecard tool was designed and refined for its ability to meet both sets of these critical criteria. The final product consisted of:
› 10 legs, each representing a key area of strategic focus
› 4 leading performance indicators per area of focus that drive the results
› Data captured in 6 month periods (Year Up’s student cycles) and by “target” vs. “actual” goals
› A visual “windshield” view of integrated directional movement (vs. a dashboard view of functional status updates)
EXECUTIVE SUMMARY
For more information please contact:
Year Up Chicago: Tshilumba Ngandu, [email protected]
Taproot: Reggie Townsend, [email protected]
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DRIVING RESULTS
Windshield
Predictive Modeling
Strategy
View of Converged Activities
Directional
6 month cycle
Composite of Leading Performance Indicators
Users: Board & Management
Rear View Mirror
Measurement of What Happened
Tactics
View of Each Department
Exact
Weekly
National Metrics / Goals
Users: Staff/National
PAST PRESENT FUTURE
AM/FM
RADIOSTRATEGIC
SCORECARD
ACTIONS
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OUTPUT
DEMOSTRATEGIC SCORECARD