ADDITIONAL REPORTING PREFERENCES 16

How else do you want to group your work and see totals? Create your own set of Progress Boards.

Considerations

Start by reviewing the considerations for PROJECTS

Progress Boards are the best way to present and analyse your results. Each of your results is displayed as a Card. Every Card has 2 components: (1) the Metric it tracks, (2) the Project or Album it is looking at.

The same Card can be added to several Progress Boards. This gives you the freedom to choose what you want to report to each stakeholder. 

Therefore it’s good practice to first, create Albums to group your projects together. A project can be part of many Albums. So first,

• Make an album for each fund or contract you need to report back to

• Make an album for each strategic theme that your projects sit within

Then create a Progress Board for each strategic theme and choose the metrics from that theme’s Album that you want to report on that Progress Board

Depending on how you report to your funders, you might want to create a Progress Board for each funder or commissioner which includes the metrics you know that funder requires you to report on. If you want a Progress Board for each funder, create an Album for each Funder and then choose the metrics from that album that you want to display on that funder’s Progress Board.