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Client Story
Location
Industry
Need
Project
Building a Dashboard for Community Leaders
The Challenge
Leadership Everyone implements a regional initiative called VOICE (Visioning Outcomes Inspiring Community Engagement). Regional VOICE includes Vanderburgh, Gibson, Posey, & Warrick counties, IN, and Henderson county, KY, to create a shared vision for the region and leverage pooled resources to harness talent and grow regional assets, employment, and development. Leadership Everyone actively and intentionally engages people with diverse perspectives and experiences to ensure that ALL voices are considered in addressing the pressing needs of today and building a collective, preferred vision for tomorrow. engages all people.
Leadership Everyone completed their second round of VOICE between 2020-2022, which included 73 sessions and over 2,000 individuals. During this next phase, they wanted a tool to share all of the rich information, data, and feedback that they collected for all of the communities involved. They realized that data transparency was a critical element for building community trust and taking action.
Leadership Everyone sought support from Transform Consulting Group (TCG) to review and audit their data collection and analysis process and other related processes in the VOICE initiative. They wanted TCG to make recommendations to improve how they collect data and their internal systems. Lastly, they sought assistance from TCG to create an interactive dashboard using VOICE qualitative data.
The Solution
TCG completed an audit of all VOICE data and information. We reviewed and revised their data tools, developed a data management plan, and created a system to connect the different data sources to their new dashboard.
TCG worked closely and collaboratively with Leadership Everyone to build their new dashboard. We first identified the purpose for the dashboard and who will use it. Second, we developed guiding questions that we wanted to frame the data in the dashboard to understand what we want to learn and know. Next, we worked on the design and layout of the dashboard keeping all of these factors in mind. Lastly, we connected all of the data to the dashboard. We pulled in additional publicly available data to provide context and understanding with the qualitative data they had collected from their VOICE sessions. For example, they wanted to have broad representation of individuals in each community, so we used U.S. Census data to easily compare individuals who completed a VOICE sessions with the general population.
We used Tableau Software to create a user-friendly dashboard that is structured by their key questions and metrics. We then worked to publish materials publicly and presented the final interactive dashboard to the Leadership Everyone team and stakeholders at a public launch community event.
TCG transferred ownership of the dashboard to their staff. We created a training manual to maintain and update the dashboard. We provided individual staff training to those who will have a role in using the data and sharing the dashboard trained Leadership Everyone’s staff on managing and using the dashboard.
The data highlighted in their dashboard represent the backgrounds of individuals who participated in the VOICE sessions, their passions, what they hope to see carry forward and leave behind in our community, and their visions for the future. The dashboard builds upon the success of Leadership Everyone sharing and making the data they collect accessible. The dashboard was designed in a way to make it easy to read and in a layout that tells a story.
Together, we created a user-friendly, accessible tool that allows regional partners to make informed decisions. Some new features on this dashboard include:
- Publicly available data for additional context and comparisons
- Ability to see the connection between the direct quotes to themes indicated by participants
- More straightforward navigation to the different sections in the dashboard
- Ranking of vision data by the diverse backgrounds of participants
In the demographics section of the dashboard, there is a colorblind filter, allowing the visuals to be more accessible and not relying on color to differentiate the information. Users can also filter the data by the different locations of the sessions. On each demographic visual, a button in the right-hand corner lets users see publicly available data to understand how inclusive Leadership Everyone was in ensuring all voices were heard.
This dashboard allowed our team to show how you can visualize qualitative data in a dashboard. For what participants are passionate about and what they want to see carry forward and leave behind in their community, direct quotes can be seen to the connected theme. On the vision’s dashboard users can filter the data by different population groups, such as race/ethnicity, marital status, LGBTQIA+, Disability Status, Age, and Gender, and see the top visions of the different groups.
Throughout the dashboard, we include a narrative to help the user understand where the data comes from and to follow the story. This dashboard is a tool we hope everyone uses. It tells a story of their communities’ vision in addressing the pressing needs of today.
The Outcomes
- Completed an audit of their data, data collection tools and data collection process
- Reviewed and analyzed their data
- Made recommendations to improve their data collection process
- Created an Interactive Data Dashboard
- Presented the new VOICE Dashboard at the Leadership Everyone Regional VOICE Reveal Event
Our Client Stories
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