Comm.IndustryPerformanceMeas.MethodologyDeliverables:NoDeliverables.PhaseName:IdentifyingPhaseDeliverables:QP1DeliverableListStepName:ProjectPlanningStepDeliverables:NoDeliverables.Tasks:1.Obtainmissionstatement,strategies,orgcharts,jobresponsibilities.2.Reviewenvironmentalinformation(customersatisfaction,employeesatisfaction,regulatory,competitiveposition).3.Understandcurrentwayofdoingbusiness(evaluationsprocess,bonusstructure,promotions).4.Prepareprojectmanagementdocumentation-budget,WinSmart,etc.5.Developprojectworkplan,scheduleandmilestonesStepName:ArticulateStrategyandIDgoalsStepDeliverables:Strategy,GoalsandPerformanceMeasuresMatrixTasks:1.Identifyrequiredattendees2.Sendoutnotification,prereadsonperformancemeasuresandbalancedscorecard,setexpectationsfortimeandeffortinvolvedinthismeeting.a.Bringinfacilitatorb.Havemeetingwithseniormanagementtodeterminestrategicintentforthenext5-10years.i.Comparetheverbalizedstrategieswithwrittenandresolvediscrepanciesii.Foreachstrategy,identifyitsgoal(KPI)iii.EnsuregoalsareacrossalldimensionsofthebalancedscorecardorQCTiv.Quantifytargetsforeachgoalforthenextyearv.AssessResourceconstraintstomeetallgoalsasquantified.vi.Prioritizethestrategies3.Holddebriefmeeting.Holdinformaldiscussionswithdifferentlevelsofmanagementtodetermineiftheprioritizationofstrategiesisconsistentwithcurrentbusinessapproach.4.Holdsecondmeetingwithseniormanagementtodiscussstrategies-goals-organizationalperformancemeasures.StepName:DetermineOrganizational.PerformanceMeasuresStepDeliverables:Strategy,GoalsandPerformanceMeasuresMatrixTasks:1.Meetwithseniormanagementoftheorganizationalunittodevelopthestrategies-goals-organizationalperformancemeasures.(Thispossiblycanbecombinedwiththemeetingintask1.2.4.)StepName:MapStrategies,GoalsandSupportingProcessesStepDeliverables:Strategy,GoalsandPerformanceMeasuresMatrixTasks:1.Performaninitialanalysisofprocesses.a.Developblockdiagramsoftheprimaryprocessesoftheorganizationb.Determinetheprimaryfunctionunitswithintheprocessc.Identifyprimaryinputs/outputsoftheprocesses2.Finalizethematrixofstrategies,goals,organizationalperformancemeasuresandsupportingprocessesStepName:DevelopProcessPerformanceMeasuresStepDeliverables:Strategy,GoalsandPerformanceMeasuresMatrixTasks:1.Verifythemajorfunctionsincludedinea.process(inordertodetermineifkeyfunctionalmanagersshouldbeincludedintheprocessfacilitationsessionsandtodeterminethein-processmeasuresrequired)2.Sendanoutlineoftheperformancemeasurementidentificationprocessandthematrixofstrategies-goals-organizationalmeasures-supportingprocessestotheprocessowners.3.Conducttheprocessfacilitationsession.Keepthenumberofparticipantsbelow15formaximumeffectiveness.Aspartofthesession:a.Determinetheprocesslevelstrategieswhichsupporttheoverallorganizationalstrategies.b.Identifytheperformancemeasurewhichwouldmeasuretheoutputoftheprocess(usethefourdimensionsofthebalancedscorecardorQCT)c.Identifythekeyinternalprocesshand-offswhicharecriticaltoachievingtheoverallprocessoutput.d.Foreachhand-offfromc.above,identifytherelevantinternalperformancemeasures.4.AddnewmeasurestotheMatrixofPerformanceMeasures5.Meetwiththeprocessowners,processcustomersandorganizationseniormanagementtofinalizeandobtainbuy-infortheprocessmeasuresStepName:DevelopPeoplePerformanceMeasuresStepDeliverables:Strategy,GoalsandPerformanceMeasuresMatrixTas...
