Shared Dashboard Creation Template

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Ensure your consulting team stays aligned and communicates effectively with a shared dashboard. This template guides you through the process of identifying key metrics, choosing the right dashboard software, designing the layout, and implementing and testing the dashboard.

Follow the steps to train your team on dashboard use, launch the dashboard, and monitor its effectiveness. Regular maintenance and feedback collection will ensure the dashboard continues to meet your team's needs.

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Shared Dashboard Creation for Priority Matrix

Shared Dashboard Creation in Priority Matrix

Create a shared dashboard to keep your consulting team aligned on key tasks and projects.

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Proposed Tasks

Critical and Immediate

  • Task 1: Identify Key Metrics - due in 1 week
    ☐ Discuss with team members about the key metrics to track ☐ Decide on the most important metrics
  • Task 2: Choose Dashboard Software - due in 1 week
    ☐ Research various dashboard software options ☐ Select the most suitable one for the team

Critical but not Immediate

  • Task 3: Design Dashboard Layout - due in 2 weeks
    ☐ Sketch the layout of the dashboard ☐ Decide where each metric will be displayed
  • Task 4: Implement Dashboard - due in 3 weeks
    ☐ Input the chosen metrics into the software ☐ Customize the layout according to the design

Not Critical but Immediate

  • Task 5: Test Dashboard - due in 4 weeks
    ☐ Test the dashboard for any bugs or issues ☐ Make necessary adjustments
  • Task 6: Train Team on Dashboard Use - due in 5 weeks
    ☐ Hold a training session for the team ☐ Ensure everyone understands how to use the dashboard

Not Critical and not Immediate

  • Task 10: Ongoing Maintenance - ongoing
    ☐ Regularly update and maintain the dashboard ☐ Ensure it continues to meet the team's needs
  • Task 7: Launch Dashboard - due in 6 weeks
    ☐ Officially launch the dashboard for use ☐ Ensure everyone has access
  • Task 8: Monitor Dashboard Use - due in 8 weeks
    ☐ Monitor how the team uses the dashboard ☐ Make adjustments as necessary
  • Task 9: Gather Feedback - due in 10 weeks
    ☐ Ask for feedback from the team ☐ Implement changes based on the feedback