Data Viz for Impact: Designing Grant Dashboards that Drive Action

This event is part of the PEAK2026 Second Set Series.

Join this session to explore how data visualization can transform grantmaking by turning raw data and complex processes into easy-to-understand information with clear, actionable insights. Through two real-world examples using common tools like Power BI, Power Automate, and SharePoint, participants will learn how to choose key metrics for reporting and how to assess existing data for maximizing impact. The session will highlight various methods for change management, incorporating user feedback, communicating insights that drive strategic decisions and policy changes. Participants will have an interactive opportunity to work through their own data as an example and reflect on their experiences with others at their table. Whether you’re just starting with data visualization or looking to enhance your current reporting, this session will offer practical guidance and inspiration.

Attendees will learn how and when to:

• Use data visualization, its value in grantmaking, and choosing key metrics for reporting
• Transform raw data and processes into understandable, actionable reports
• Incorporate user feedback into a data project and implement best change management practices
• Use data to uncover insights, gaps, or trends in grantmaking processes, and to communicate those insights for strategic decisions and policy changes

Speakers

Matthew Romeo, Cystic Fibrosis Foundation

Julia Goldman, Cystic Fibrosis Foundation

What To Expect

This session is 90 minutes and will be recorded. Registrants will have access to the recorded session for one month post-event.

Registration

Cost per person for each session:

• Organization Members: $50 per session
• Consultant Members: $50 per session
• Individual Members: $75 per session
• Nonmembers: $75 per session