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Illustrative case study — demonstration only

Stanbic Kenya Foundation · Foundation / enterprise development

A reporting rhythm for programme decisions

This is an illustrative scenario for demonstration. It does not describe work delivered for Stanbic Kenya Foundation and makes no claims about the organisation.

  1. 01

    Before

    A foundation running enterprise-development programmes across many participants and partners.

    Programme data came from several sources and was consolidated by hand for each report.

  2. 02

    Diagnosis

    Intelligence lacked agreed definitions and automated data flows, so reports took weeks.

    • Intelligence × Ownership. Reports are produced by whoever has a free afternoon.
    • Intelligence × Process. The numbers are assembled by hand every month.
    • Intelligence × Rules. Different people calculate the same number differently.
    • Intelligence × Technology. Data sits in systems that don't talk to each other.
    • Intelligence × Management Rhythm. Meetings discuss opinions, not numbers.
  3. 03

    Intervention

    Agreed programme KPIs, one data model and a monthly review rhythm.
  4. 04

    Deliverables

    • KPI Framework with agreed definitions
    • Data model and collection forms
    • Programme dashboards
    • Monthly review pack and calendar
  5. 05

    Technology

    • Data collection forms
    • Central data store
    • Power BI
    • Monthly review pack

    Participant and partner data flows into one model that feeds live programme dashboards.

  6. 06

    Adoption

    Programme data flows into one model. The monthly review starts with the dashboard, not with assembling it.
  7. 07

    Measurement

    Illustrative. These are the measures that would be tracked; figures are published only once verified and approved by the client.

    Illustrative: Time to produce the monthly report
    Baseline set at Diagnostic to Tracked monthly after go-live
    Illustrative: KPIs with an agreed definition
    Baseline set at Diagnostic to Tracked monthly after go-live
  8. 08

    Evidence

    This is an illustrative scenario. Evidence (client sign-off, before-and-after Grid Scorecard and system reports) will be published here once a verified engagement is approved by the client.

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