06 · Board Impact Dashboard
Use: Internal-only. Reviewed monthly by the MEM board. Same numbers as client reports — never a "board version" that flatters us. Owner: Head of Impact.
Format
One A3 page (printable) + live web view. No more.
Layout
┌──────────────────────────────────────────────────────────────┐
│ HEADLINE │ TRAFFIC LIGHT SUMMARY │
│ SROI YTD (rolled up) │ 6 KPIs · Green / Amber / Red │
├──────────────────────────────────────────────────────────────┤
│ LEADING INDICATORS │ LAGGING INDICATORS │
│ Pipeline · bench · pulse │ SROI · attrition · QA · safegd │
├──────────────────────────────────────────────────────────────┤
│ RISK REGISTER (top 5) │ CORRECTIONS (last 90 days) │
└──────────────────────────────────────────────────────────────┘
Six KPIs (traffic-light)
| KPI | Green | Amber | Red |
|---|---|---|---|
| Rolled-up SROI YTD (post-confidence) | ≥2.5 : 1 | 1.5–2.49 | <1.5 |
| Average cohort confidence factor | ≥65% | 50–64% | <50% |
| Active coach bench vs forecast demand | ≥110% of next-quarter demand | 90–109% | <90% |
| Average QA observation score | ≥3.8 | 3.3–3.79 | <3.3 |
| Open safeguarding actions >7 days old | 0 | 1–2 | ≥3 |
| Suppression rate in last quarter's reports | <10% of metrics | 10–20% | >20% |
Reds appear at the top of the agenda. Ambers are reviewed; greens get a sentence.
Leading indicators (left column)
- Pipeline: signed SoWs next 90 days, quoted-not-signed next 90 days. Coach-demand implication.
- Bench: Associates / Coaches / Seniors active; on planned pause; in vetting (Sprint 7 / 05).
- Coach diversity vs Sprint 7 / 02 targets: named misses + remediation.
- Live pulse signals: any client cohort with mid-engagement pulse below baseline. Surfaced before quarterly report.
- Sales-to-delivery handoff health: Sprint 6 / 08 protocol completion rate.
Lagging indicators (right column)
- SROI per closed engagement with confidence factor and range.
- Outcome deltas rolled up across active clients (post-confidence).
- Coach QA distribution for the quarter.
- Safeguarding pattern summary (anonymised, aggregated only).
- Renewal rate — % of engagements that signed a follow-on SoW.
Risk register hooks
Top 5 risks from the live register (Sprint 9 will own the full register) appear here with:
- One-line description.
- Risk owner.
- Last reviewed date (red if >30 days).
- Movement since last month (↑ ↓ →).
Corrections panel
Every correction issued in the last 90 days (file 10):
- What was wrong, what we changed, who saw the old number.
- This is non-negotiable on the dashboard — boards that don't see corrections stop trusting the numbers they do see.
Cadence
- Compiled by Head of Impact in the first 3 working days of each month.
- Reviewed at the monthly board meeting.
- Filed in the Evidence Room (file 08) with the meeting minute reference.
- One-page summary (KPI lights + corrections only) shared with the wider team in the same week.
What we don't put on the board dashboard
- Anything client-named without consent (use anonymised refs).
- Vanity engagement metrics (logins, "completion rates") without a tied outcome.
- "Pipeline coverage ratios" or pure sales metrics — those live on the commercial dashboard, not this one.
- Forecasts of SROI for unsigned work.