Does your program have projects that do intensive monitoring across time? Are these measurements numeric and would you like to aggregate them across various locations or other dimensions? Do you manage your projects within a Miradi program space? If so, then Miradi’s new Indicator Scorecard is for you!
Note: The Indicator Scorecard is currently in beta testing and not yet available to all Miradi users. Users will initially need to be given the role of “beta tester” to view the Indicator Scorecard page. Contact Miradi support to become a “beta tester” and view the indicator scorecard example in Miradi.
Indicator Scorecard overview
The Indicator Scorecard page is part of the PROGRESS menu for a project. A Miradi indicator scorecard is a table based on one goal or one objective’s related monitoring indicators. The monitoring indicators display as rows in the scorecard table and their measurements are displayed in columns across time. The table can be edited, sorted, and filtered, and the rows can be aggregated by one or two indicator dimensions using custom-built program classifications.
Explore an example Indicator Scorecard
There are Indicator Scorecard examples for the “Eastern Bay Project (aka Miradi Marine Example)” – a fictitious project that pertains to two Pacific islands, Ambitle and Babase, which have thirteen port villages. The example indicator scorecards apply to the “Rat Elimination” theory of change.
In this example we are looking at the indicator scorecard for objective R2 in intermediate result “IR-3. No new rats access islands” (letter A in the results chain diagram below). To track progress against this result and objective, each island has enlisted a “rat patrol” to monitor four traps in each port village -- recording the number of rats caught in each trap in March and September each year.
The monitoring indicators selected as related indicators for objective R2 reside in intermediate result “Rats caught in traps”, letter B below:
In order to build the scorecard, each of the monitoring indicators in intermediate result B have been associated three program classifications:
- Measurement Type: Rats caught in traps
- Island Port: [one of thirteen island ports]
- Island Patrol: [one of two island patrols]
The first classification selection, Measurement Type, is the Unit of Measure classification and is required. Although it is required to build the scorecard, it does not appear in the example scorecard below. The other two classifications are optional and are visible as headers above the first column below.
In the left half of the table, the light grey rows contain the monitoring indicators while the dark grey rows are calculated totals. In this example, the values are aggregated at two levels: First the data are rolled up to the level of Island Port (Island Port Total), and then those totals are rolled up to an even higher level representing each Island Patrol (Island Patrol Total).
In the right half of the table are columns of measurement values for each indicator. The example below displays all measurement values and a final column of future status values. The columns can also be collapsed to show only the first and last values plus the future status value.
The cells of the light grey rows in the measurement and future status columns are editable, accepting edits to both value (displayed in the cell) and details (displayed as hover text). Click the padlock in the header of a column to open it -- making the column’s cells editable. When edits for the column are complete, click the padlock again to close it – saving the edits.
Build an Indicator Scorecard
Indicator Scorecards are only available to Miradi projects managed within Miradi program spaces. The scorecard employs a specific type of indicator and a specific type of indicator classification:
Monitoring Indicator: A “monitoring indicator” for purposes of the scorecard is a “ground-level” collection of measurements across time – “ground-level” meaning that the indicator is not an aggregation of other indicators of interest to the project. It focuses on one unit of measure for one thing, and has measurements that track that thing across time against its desired future value.
A monitoring indicator’s parent can be any factor type that can own indicators; however, the best practice is to have the parent factors reside in their own Monitoring theory of change. This way the measurements of their monitoring indicators can be used for any objective or goal in any TOC at any level of aggregation.
Unit of Measure Indicator Classification: To add clarity and precision to the creation of each indicator scorecard, the unit of measure of each monitoring indicator is defined by a program “unit of measure” classification selection (not by the entry in the indicator’s “Unit” text field). The program must add such a classification to its project template; the selections are the various units of measure that can be aggregated in various scorecards.
The Indicator Scorecard also takes advantage of these Miradi capabilities:
Objectives’ and Goals’ Related Indicators: Each indicator scorecard is based on one goal or one objective’s related indicators. Thus a scorecard may consist of one or just a few indicators for a low-level, narrowly focused objective, or may have dozens of indicators for a high-level, broadly aggregating objective.
Indicator Classifications: In addition to the above Unit of Measure indicator classification, each scorecard will accept two other indicator classifications for use in filtering and aggregating the scorecard measurements.
Bulk Imports: To ease the construction of scorecards, a program has the following bulk import capabilities:
-
- Import indicators of results/targets
- Import measurements of indicators of results/targets
- Import classifications of indicators of results/targets
Note: Contact Miradi support for assistance in adding the desired indicator classifications to your program template.
Comments
0 comments
Please sign in to leave a comment.