Managing Teams with Data Dashboards:
A Case for Data-Driven Decision Making & Resource
Allocation
JeanCarlo (J.C) Bonilla
Director of Enrollment Management & Student Services,
New York University
jb3379@nyu.edu
Session Overview & Objectives
Context for managing teams


Managing interventions* based on “milestones”
Resource allocation based on “peaks”
Learning Objectives
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Integrate data from multiple sources to create a data
dashboard
Review history & trends to assign resources and
delegate tasks
Assign KPIs for GEM
Building a culture committed to “fact-based” decision
making
How do you manage
teams?
Our profession (GEM) is in a
transition from intuitionbased management
to data-driven management
Data
Information
Data
Insight/Action
Information
Data
Data- Driven Weekly Ops Meeting
History is our working assumption.
The past is relevant and your school
has “memory”
Working with my models
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Models are pre-populated MS Excel worksheets
You can break them!
Green colored cells are for data input
Download at EnrollmentAnalytics.com
Dashboards – the art of
integration, analyzing, and
visualizing data
Information
Data
Dashboard vs. Reports
Dashboard


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Pretty (visual)
Executive
Integrates data from
multiple platforms
Answers to organizational
KPIs
Report

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Flat (text)
Operational
Standard query from a
platform
Answers to “how many”
494
183
51
41
CONVERSION RATES & YIELDS
Apps/Prosp
Apps/Prosp
Admit/Apps
Dashboard
25
Dep/Admit
YTD
15%
49%
62%
29%
GOAL
15%
35%
70%
60%
37%
28%
80%
61%
0%
14%
,8%
,31%
Collection
Curation
Integrating
Analyzing
Visualizing
Dashboard Layout
KPIs
DESCRIPTIVE
STATISTICS
TRENDS or PREDICTIVE
STATISTICS
494
183
51
41
CONVERSION RATES & YIELDS
Apps/Prosp
Apps/Prosp
Admit/Apps
25
Dep/Admit
YTD
15%
49%
62%
29%
GOAL
15%
35%
70%
60%
37%
28%
80%
61%
0%
14%
,8%
,31%
CASE 1 - Say as of today, May 1st 2014 your
Fall 2014 cycle looks as follows:
LEADS
APPS
ADMITS
DEPOSITS
OR MATRIC
GOAL
(July 30)
5000
550
215
75
YTD
(May 1)
2667
405
200
15
Should you be worried? Are you on target? What should you
have your team focus on?
EnrollmentAnalytics.com
CASE 2 - Say as of today, May 1st 2014 your
Fall 2014 cycle looks as follows:
LEADS
APPS
ADMITS
DEPOSITS
OR MATRIC
GOAL
(July 30)
5000
550
215
75
YTD
(May 1)
5015
488
178
44
Should you be worried? Are you on target? What should you
have your team focus on?
EnrollmentAnalytics.com
CASE 3 - What should you expect next week?
LEADS
APPS
ADMITS
DEPOSITS
OR MATRIC
GOAL
(July 30)
5000
550
215
75
YTD
(May 1)
5015
488
178
44
Should you be worried? Are you on target? What should you
have your team focus on?
EnrollmentAnalytics.com
Building a dashboard

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Action driven
1st order KPIs = funnel
metrics
2nd order KPIs =
school/program specific
Design with “visual
checks” for data accuracy
Be “honest” about
predictability features
Data is the
new strategic asset
Data is not the problem…
is the culture
Muchas Gracias!
J.C Bonilla
jb3379@nyu.edu