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Program Engagement - Cohort and Class Dashboard

The primary purpose of the Cohort and Class Dashboard of the Program Engagement Tableau workbook is to provide case managers (i.e., Program Managers, Match Support Specialists, etc.) with detailed information regarding pairs' online and in-person engagement.  This dashboard can be leveraged to:

  • identify trends in online engagement across cohorts or classes 
  • develop strategies for support regarding pair engagement
  • create focus lists based on pair engagement data

This interface can facilitate nuanced conversations regarding why pair engagement looks the way it does and support the creation of tight focus lists for targeted engagement support.

NOTE: This article frequently references program engagement benchmarks.  Learn more about these benchmarks here.

Case Managers Dashboard Guide

There are 4 main elements on the Cohort and Class Dashboard, each of which is identified and described below.Dashboard, each of which is identified and described below.

1 - Pair Count, Filters and Legend

The pair count is presented in the top right-hand corner of the dashboard to provide context for the values displayed.  

Filters are operated by clicking on the arrow within each box and selecting one or more value.  Filters limit the data being displayed.  Since the primary consumers of this particular dashboard are case managers, the dashboard is most effectively used by engaging one or more filters.  The example above is filtered to a single case manager, and therefore only shows data for the pairs assigned to her.  In this case, the dashboard would be helpful in providing the case manager with a detailed representation of pair engagement, split into groups by cohort and class where appropriate.

2 - Pairs At/Above Lesson Engagement Benchmark

This bar chart displays the percentage of pairs meeting the weekly online engagement benchmark, by class.  Values are colored to provide a quick indication as to whether the value is good, approaching concern or in need of intervention.

  • Green: 65% and above
  • Yellow: 50% - 64%
  • Red: 49% and below

3 - In-Person Meeting Distribution

These pie charts displays the percentage of pairs that have not met, ment once, twice, etc., by cohort.  Pairs that have met 6 or more times are grouped together, as 6 represents the programmatic benchmark for pair in-person meetings.  Values are colored in gradient fashion, from red for pairs that have not met to green for pairs meeting the benchmark.

4 - Week-Over-Week Lesson Engagement

These line graphs visualize the percentage of pairs meeting the online engagement benchmark each week throughout the course of the program year, by cohort.  The most recent point on the graph reflects up to date data regarding how the iMentor city/Partner Program is trending at the end of the current week (the upcoming Sunday).

Leveraging the Cohort and Class Dashboard 

Below, a few strategies for leveraging the Cohort and Class Dashboard are listed with brief explanations.  To learn more about the strategy, click the link.  

Feel free to reach out to [email protected] with any questions or requests for support in navigating or leveraging this interface in your work!