Strategic Plan Scorecard - 2011

Page 1

On/Above Target Within 15% Target >15% Behind Target

Strong and Viable

Measures

Strategy Indicators KPI or Metric

YMCA Capital Investment Program

2011

2012

2013

2014

2015

Measure Frequency

Target

$2.49M

$350K

$1.35M

$200K

$100K

Annual

Target Qtr 3

$2.19M

Actual

$1.95M

$1.18M

Annual

$551K

Annual

Ref

1

Source

YMCA Annual Operating Surplus

2

Target

$557K

Target Qtr 3

$593K

Actual

$635K

Source

YMCA Fundraising Revenue

3

4

$50K

Target Qtr 3

$37K

Actual

$115K

Member Contribution of Time, Talent or Treasure

5

50%

Target Qtr 3

50%

Actual

40%

$1.10M

$100K

$200K

$350K

60%

70%

80%

90%

Annual

Measured collectively across all local YMCAs and gathered from the Annual Member Survey

Target

<1%

Target Qtr 3

Not Applicable

Actual

Date to be Confirmed

Source

$962K

Gathered from the Managers Compliance Systems on the Intranet; steps are now underway to better align local YMCA reporting in 2012 of funds raised

Target

Source

$806K

Measured centrally from Great Plains financial software

Target

Source

YMCA Member Recognition as a Charity

Measured centrally from Great Plains financial software

1%

2%

3.5%

5%

Annual

A Measurement process is to be developed; there may be multiple data sources to combine

* Comments Measure 3: Significant fundrasing contribution reported in Sep '11 from Broken Hill YMCA of $54K Measure 4: First collection of YMCA Member Recognition as a Charity data


On/Above Target Within 15% Target >15% Behind Target

Service Leadership

Measures

Strategy Indicators KPI or Metric

YMCA Operational Location Expansion

2011

2012

2013

2014

2015

Measure Frequency

Target

101

108

115

123

132

Annual

Target Qtr 3

100

Actual

106

11.7M

Monthly

Ref

6

Source

YMCA Attendance Impact on People

7

Target

6.7M

Target Qtr 3

5.0M

Actual

2.98M

Source

Annual Net Promoter Score of Business & Consumer

8

9

7 of 10 = 9+

Target Qtr 3

7 of 10 = 9+

Actual

4 of 10 = 9+

8.9M

10.2M

7.25 of 10 = 9+

7.5 of 10 = 9+

7.75 of 10 = 9+

8 of 10 = 9+

Annual

Measured collectively across all local YMCAs and gathered from the Annual Member Survey

Target

4 of 8

Target Qtr 3

Not Applicable

Actual

Collect in Dec '11

Source

7.7M

Measured collectively across all local YMCAs and gathered from the Managers Compliance Systems on the Intranet

Target

Source

Number 1 Service Provider in Annual Peak Body Survey

Measured centrally from records stored on the Intranet

5 of 8

6 of 8

7 of 8

8 of 8

Annual

Measured by a consultation process with the respective Peak Bodies. Process likely to be refined over future reporting periods.

* Comments Measure 7: Remains materially below targetted expectations. Internal review of historical reporting to be undertaken to identify possible reporting anomolies. Measure 8: First collection of Annual Net Promoter data

On/Above Target Within 15% Target >15% Behind Target

Community Strengthening & Benevolence Measures

Strategy Indicators KPI or Metric

YMCAs that Deliver all 6 Community Strengthening Programs

2011

2012

2013

2014

2015

Measure Frequency

Target

60%

70%

80%

90%

100%

Annual

Target Qtr 3

40%

Actual

21%

Ref

10

Source

YMCA Members on Membership and Fee Assistance

11

Measured collectively across all local YMCAs and gathered from the Managers Compliance Systems on the Intranet

Target

1%

Target Qtr 3

0.8%

Actual

0.9%

Source

2%

3%

4%

5%

Monthly

Measured collectively across all local YMCAs and gathered from the Managers Compliance Systems on the Intranet

* Comments Measure 10: Increased since last report; additional sites now offering all 6 CS programs include Caringbah, NCIE & Penrith


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