Driver-based Dashboarding

Dashboard design course online or in person

Why do we drown in data yet thirst for insights? In an era where dashboards multiply, why do they often fail to forecast the future or guide strategic decisions? How can we transition from merely descriptive analytics to predictive dashboards that not only answer our current questions but also anticipate future challenges and opportunities?

In this workshop, you'll master the art of crafting forward-looking dashboards that embody the principles of scenario management, agile planning, and a profound understanding of your business drivers. Over an engaging 4-hour session, we will equip you with the skills to design dashboards that not only answer "What happened?" but also "What if?" and "What next?"

Engage in a dynamic, hands-on experience, from the initial mapping of key business drivers to the iterative design of dashboards that serve better than a “crystal ball”. Learn to anticipate trends, prepare for various scenarios, and make data-driven decisions with confidence.

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Course Duration:

In just 4 hours, learn to transition from merely descriptive analytics to predictive dashboards. This session is packed with hands-on practice for immediate impact.

Who Should Attend:

This training is open to everyone involved with dashboards, planning or forecasting. If predictive dashboards should be part of your toolkit, this is for you.

Prerequisites:

No prior experience? No problem. This course caters to all levels, providing valuable learning for both beginners and seasoned designers and BI users looking for new insights.

Languages:

Dive into Driver-based dashboarding in either Czech or English – it's your choice.

Where & How:

Online: Join me on MS Teams or any platform you prefer for a convenient online session.
In-Person: If you're in Prague or anywhere in Czech republic or nearby in Slovakia, Poland, Hungary, Germany, or Austria, I'll come to you. And if you're further away, just let me know – I love to travel for training!

Driver-based Dashboarding Course Syllabus

1. Understanding the Limitations of Corporate Planning
  • Why Rethink Corporate Planning?

Explore the common drawbacks and challenges within traditional corporate planning systems.

2. Introducing Business Drivers
  • What Are Business Drivers?

Dive into the concept of business drivers and their critical role in running any business.

3. Five-Step Approach to Designing Forward-Looking Dashboards
  • How can we design predictive dashboards step-by-step?

An introduction to a structured, five-step methodology for developing dashboards that forecast and guide future business actions.

4. Sorting Your KPIs
  • Why Focus Only on Material and Variable KPIs?

Sorting through key performance indicators (KPIs), choosing the right ones to work with.

5. Finding Your Business Drivers
  • What Drives Your Business?

Discover several strategies for identifying the underlying drivers of your business.

6. Building a KPI Tree
  • How Are Your Metrics Interconnected?

Learn how to build a KPI tree that maps out the connections between key metrics and business drivers, revealing the levers of business performance.

7. Defining Scenarios
  • How Many Scenarios is Too Many?

Dive into the process of defining and modeling various business scenarios by adjusting your business drivers, enabling strategic flexibility.

8. Creating an Initiatives Plan
  • How to Move From Scenario Planning to Scenario Management?

Develop a concrete plan of initiatives to ensure readiness for any business environment.

9. Demo and Practical Case
  • How to Put Theory in Action?

Engage with a live demonstration in Power BI or Excel and solve a practical case that applies the five-step approach, illustrating the process of creating a forward-looking dashboard.

10. Interactive Q&A Session

Conclude with an interactive Q&A session, offering participants the chance to discuss specific issues, seek clarification, and deepen their understanding of driver-based dashboarding.

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