School - Key Performance Indicators,

Goals, Action Plans, Staffing, History,

Supervisor Comments

Supervisor— Consolidated Site KPI’s

District Staff—Goals, Projects, Due

Dates, Job Responsibility Measurements

Principal—Brief overview of school’s

progress

Department—Monthly analysis and

tracking of KPI’s, Updates on Strategic

Plan, Events, Personnel, and Student

Information

Using Dashboards as a Financial Management Tool By: Susan Reedy SNS, Skye Grundy RD SNS, and Rusty Moore

Manatee County School District

Bradenton, FL

Benchmarks—Council of Great City

Schools, Year to Date, Prior Year,

Previous Month

Implemented school improvement plans and

goals based on individual school needs

Improved understanding and communication

of school and department performance

Control of expenditures & revenue

1. One page or at-a-glance

2. Includes graphical representation

3. Shows historical and benchmark

data for comparison

District Staff—received training on

developing and using dashboards

Managers—received training on the

use of data and benchmarks

Definition of Dashboard

Dashboard Content

Comparison Data

Dashboard Data

Training

Internal Director District level staff How: Staff meetings & One on One Review

District & Community Board & Superintendent

District Level Directors

Community Members

How: Email or Website

Schools

Manager & Staff

Principal

How: One on One Review &

Principal Email

Communication

Use timely data and benchmarks to

improve overall performance

Communicate performance to staff,

district, and community

+ + + =

Results

Avg. Daily Revenue Participation % Inventory Turn Over On-Hand Inv. Days

Food & Supply Costs ADP Universal Brkfst Total Cost/Revenue Meals/Labor Hr. Avg.

Labor & Benefit Cost/Meal ADP Snack Food Costs/Revenue Charge Balances

Total Cost/Meal Fund Balance Labor Cost/Revenue Marketing Goals

District and Community

Internal

Schools

Goals

District Staff

School Level

Supervisor

Principal

Department