00:39:04 Lauren Janik, Billhighway: CEX is back! Whoo Hooo! Friday, April 4, 2025! 00:39:06 Kari Zick: YAY 00:39:47 Christi Beatty: Love CEX! Great networking and learning opportunity! 00:42:05 Lauren Janik, Billhighway: Excited to learn how to collect it, store it, and share it! 00:44:12 Natasha Hadrych-Rosier: I’m not currently working in the association world. Am a grad student in medical. 00:44:51 Michelle Runge: Dumb question perhaps, but what qualifies as a “performance” dashboard? Is that org-specific or is there a standard definition? 00:45:13 Kelly Schild: We mainly use excel to track data. We use this a lot to provide information to our Board of Trustees, chapter leadership, staff, and yearly update to the membership. 00:47:04 Mike McCarthy: For Q 3 I should have selected National Association rather than Chapter Staff - it is the national staff who works with chapters 00:47:09 Julie Emerson: We don't currently have anything dubbed a Performance Dashboard (that's aspirational for us), but we have disparate dashboards with chapter data that we as the association maintain, and other data that is self-reported by chapters at the start and end of the fiscal year. 00:47:10 Kari Zick: We have an Annual Report that our staff does the analysis but don't think we use it for "performance" per se in the way we should. 00:56:11 Peggy Hoffman: thanks for sharing 00:56:49 Lauren Janik, Billhighway: Cheers for chapters being written into the strategic plan!! 00:57:37 Peggy Hoffman: love the beginning with research and the voices of those impacted 01:00:49 Lauren Janik, Billhighway: My guess is that less administrative work leads to more involvement because they are spending time on what really matters. 01:07:44 Lea Simms: Jennifer, your "chapter leadership bootcamp" webinar sounds great! any chance you'd be open to sharing some more info about what all you covered in that? We are hoping to do something similar so would love some ideas 01:09:09 Kelly Schild: Love Open Water! We use that for our annual recertification too. 01:09:22 Lacey Capps: I echo.. Jennifer, would love to see/learn more about the bootcamp initiative as well. 01:09:32 Annessa Kirby: How long did it take you to get the playbook, guide, and annual planning tool done before you launched the dashboard? 01:09:33 Peggy Hoffman: I will get her to share :) 01:10:33 Erin OSullivan: Roughly how many things do you have on your dashboard? 01:10:49 Kari Zick: Is the bootcamp virtual? sorry if I missed that detail. 01:10:53 Heidi Boe: Does the data from Billhighway connect directly to Tableau? 01:10:56 Lea Simms: That would be wonderful, thanks Jennifer! 01:12:17 Lauren Janik, Billhighway: If you aren't measuring it, you can't fix it! 01:12:31 Jennifer Steffan: https://www.nigp.org/chapters/chapter-leader-webinars 01:12:51 Peggy Hoffman: @Heidi that's a BH question … let's see if Lauren can answer or we will get you one! 01:13:29 Peggy Hoffman: @Kari, yes it was virtual and built on a model that came from NIGP chapter 01:14:10 Peggy Hoffman: @Erin the dashboard for NIGP covers 4 areas with a short set of questions on each … @Jennifer can share the larger template 01:15:37 Jennifer Steffan: Sample Dashboard 01:16:08 Lauren Janik, Billhighway: Hi Heidi, it's Lauren Janik with Billhighway. Confession: I don't know if Billhighway connects with Tableau. However, I've reached out to someone who will know and will get back to you. 01:16:38 Erin OSullivan: Thanks so much @Jennifer! 01:17:32 Heidi Boe: Thank you Lauren! 01:18:23 Peggy Hoffman: oops, I messed up her bullets on the slide - sorry :( 01:19:40 Lauren Janik, Billhighway: @Heidi, The data from Billhighway is placed into a data warehouse that allows users to import it into any data analytics solutions they choose. For example, Tableau, MSFT, Power BI, Association Analytics, or even your AMS. 01:20:22 Peggy Hoffman: another teaching moment for even staffed components! 01:20:34 Kari Zick: @Peggy Mark is coming to our headquarters tomorrow for a presentation on Billhighway with our key stakeholder. Very excited. 01:20:50 Peggy Hoffman: Sweet @Kari! 01:22:02 Kari Zick: We have the same scenarios with reserves in our councils. 01:24:35 Julie Emerson: We tie the annual business plan and year-end reports as requirements for operational funding grants 01:24:45 Kari Zick: We have a Council Achievement Award where they can only apply if they have met certain compliance criteria. We are in the process of totally revamping it. Our leaders feel the application is too long and some feel it's hard to achieve. 01:25:47 Kennedy Lieb: Did you experience pushback/complaints, especially about the time required to complete? If so how did you address them? 01:31:02 Kennedy Lieb: Awesome. Thank you! 01:32:11 Julie Emerson: We've found that our chapters appreciate benchmark financial data to see on average how much chapters their size, or in sub-region, spend on certain line items of their budget. 01:32:17 Teresa Henderson: Did you have chapters that were in danger of losing tax exempt status (or any other missed filings) and if so do you think this decreases that likelihood? 01:33:48 Tandi-Jo Lantrip: I have to jump off for another call. Thank you. This was very informative. 01:35:08 Kelly Schild: Thank you! 01:35:12 Michelle Runge: Thank you! 01:35:14 Teresa Henderson: Thank you....this was amazing! 01:35:16 Erin OSullivan: Thank you! 01:35:18 Natasha Hadrych-Rosier: Thank you! Have to jet 01:35:20 Heidi Boe: Thank you! 01:35:27 Kari Zick: Thankyou for this session. Can wait to get the resources and recording email. I need to rewatch! 01:35:28 Melissa Rhode: Thank you! Great information! 01:35:35 Lacey Capps: Wonderful webinar - thank you, all!