Start off by having a good think�
Starter for 10: what exactly is your KPI? Clever business folks generally dictate that KPIs should follow SMART criteria, so they should be:
- Specific
- Measurable
- Achievable (or Actionable)
- Relevant
- Time-bound
Once you've defined your organisation's specific KPIs, you'll still need to think through the most effective and user-friendly way to implement these KPIs in Recordbase. We suggest you also think about Recordbase-focused questions like these:
What is the purpose of this KPI?
- Highlight data entry errors for correction?
- Highlight service delivery achievements?
- Highlight clients, who need attention/action?
Who is the audience for this KPI?
- Support workers?
- Team leaders?
- Members of a specific team (or set of teams)?
What action do you want your audience to take, based on this KPI?
This is probably something quite specific � but if you can pinpoint the action you hope to encourage, you can better target your summary and drill-through to provide the information necessary to prompt that action. Some examples are:
- Correct or cleanse inaccurate data
- Schedule activities with clients they haven't seen in a while
- Ensure they develop goal plans for clients who don't have one
- Review why certain clients have been pending or waitlisted for so long
- Inspect all newly-recorded, high-risk health and safety incidents
�and once your brain hurts, start documenting!
Have a crack at writing it all down on one of our dashboard KPI specification forms � we'll provide you with blanks, plus some filled-out examples that you can compare against the fully-fledged dashboard KPI in one of our demo environments. If you get stuck anywhere, you can always drop us a line at support@wildbamboo.co.nz.