Understanding the Improvement Plan Dashboard

Overview

The Improvement Plan Dashboard provides a central overview of all improvement actions across your organisation. It has been designed to help managers and leadership teams quickly understand the progress of improvement activities, identify overdue actions and monitor the delivery of continuous improvement initiatives.

Unlike the Objectives section, which focuses on strategic outcomes, the Improvement Plan Dashboard focuses on the day-to-day actions being undertaken to achieve those outcomes. It provides a live summary of improvement activities and helps ensure that important actions remain visible until they are completed.

The dashboard is an effective management tool for monitoring workloads, tracking accountability and ensuring improvement activities continue to progress.

What Information is Available?

The Improvement Plan Dashboard provides a summary of all improvement actions, including:

• Total Improvement Actions

• Actions by Status

• Actions by Priority

• Upcoming Due Dates

• Overdue Actions

• Recently Completed Actions

The dashboard is automatically updated as actions are created, edited and completed, providing an accurate and up-to-date picture of your organisation's improvement activities.

Step-by-Step Instructions

Step 1: Open the Improvement Plan

From the Improve menu, select Improvement Plan.

The dashboard is the first tab displayed and provides an overview of all improvement actions currently being managed within your organisation.

Step 2: Review the Overall Dashboard

Begin by reviewing the dashboard to understand the current state of your improvement activities.

The dashboard provides a high-level summary of how many actions are currently in progress, completed or overdue, allowing managers to quickly identify where attention may be required.

Step 3: Review Actions by Status

Review the status of your improvement actions to understand how work is progressing across the organisation.

Monitoring action status helps identify activities that are progressing well as well as actions that may have stalled or require additional support to reach completion.

Step 4: Review Actions by Priority

The dashboard also provides visibility of action priorities.

Reviewing priorities helps ensure that high-priority actions remain the focus of improvement efforts and that available resources are directed towards the activities with the greatest operational importance.

Step 5: Monitor Due Dates

Review upcoming and overdue actions to ensure improvement activities remain on schedule.

Regularly monitoring due dates helps leadership teams identify actions requiring follow-up and supports timely completion of important improvement initiatives.

Step 6: Use the Dashboard During Leadership Meetings

The Improvement Plan Dashboard is an effective management tool for leadership meetings, operational reviews and continuous improvement discussions.

Reviewing dashboard information with managers and team leaders helps maintain accountability, monitor organisational progress and ensure improvement activities continue to align with organisational priorities.

Tips and Best Practice

Review the Improvement Plan Dashboard regularly rather than waiting until actions become overdue. Frequent monitoring allows issues to be identified early and helps maintain momentum across improvement initiatives.

Pay particular attention to high-priority actions approaching their due dates. Addressing these actions promptly will help reduce operational risk and ensure improvement activities remain on track.

The dashboard should also be used to recognise completed actions and celebrate progress. Acknowledging completed improvements helps reinforce a culture of continuous improvement and encourages ongoing engagement from staff.

Frequently Asked Questions

What is the purpose of the Improvement Plan Dashboard?

The dashboard provides a live overview of all improvement actions and helps managers monitor progress, priorities and outstanding work across the organisation.

Does the dashboard update automatically?

Yes. The dashboard updates automatically whenever improvement actions are created, updated or completed.

Can I update actions directly from the dashboard?

No. The dashboard provides a summary of improvement activity. Individual actions are managed through the Actions Register.

Why are overdue actions highlighted?

Overdue actions help identify improvement activities that require follow-up or additional attention to ensure organisational priorities continue to progress.

How often should the Improvement Plan Dashboard be reviewed?

We recommend reviewing the dashboard regularly, particularly during leadership meetings, operational reviews and continuous improvement planning sessions, to ensure improvement activities remain on track and aligned with organisational objectives.