Gilbert & Harless So

Happy TogetherA Worksheet for Performance Analysis

Beth McGoldrick

Carol Porter

Tuesday, April 12 educational session

©2011 Beth McGoldrick & Carol Porter

2 • THE Performance Improvement Conference 2011 • Orlando, Florida

HPT Model

3 • THE Performance Improvement Conference 2011 • Orlando, Florida

HPT Model

©2011 Beth McGoldrick & Carol Porter

4 • THE Performance Improvement Conference 2011 • Orlando, Florida

Why Analyze?

What do we want to achieve or avoid through analysis?

©2011 Beth McGoldrick & Carol Porter

5 • THE Performance Improvement Conference 2011 • Orlando, Florida

3 Key Reasons to Analyze

• Identify the right problem

• Find the underlying causes of the gap

• Get stakeholders involved and

thinking about the issue

©2011 Beth McGoldrick & Carol Porter

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How to analyze?

What models can we use to guide us?

©2011 Beth McGoldrick & Carol Porter

Our Suggestion

Harless’s FEA

1. Do we have a problem?

2. Do we have a performance problem?

3. How will we know when the problem is solved?

4. What is the performance problem?

5. Should we allocate resources to solve it?

6. What are the possible causes of the problem?

7. What evidence bears on each possibility?

8. What is the probable cause?

9. What general solution type is indicated?

10. What are the alternative subclasses of solution?

11. What are the costs, effects and development times of each solution?

12. What are the constraints?

13. What are the overall goals?

Gilbert’s Leisurely Theorems

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PIP = Wex

WtBEM

©2011 Beth McGoldrick & Carol Porter

Our Suggestion

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PIP BEM

Gilbert’s Cause & Effect Analysis Harless’FEA

©2011 Beth McGoldrick & Carol Porter

9 • THE Performance Improvement Conference 2011 • Orlando, Florida

Combined Analysis WorksheetGap Analysis

1. Do we have a problem?

2. Do we have a performance problem?

3. How will we know when the problem is solved?

4. What is the performance problem?

5. Should we allocate resources to solve it?

If the answer to #5 is “no,” stop; if the answer to #5 is “yes,” continue.

PIP = Wex

Wt

Desired PerformanceActual Performance

Gap in Performance

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Combined Analysis Worksheet

Gap Analysis

4. What is the performance problem?

Chevalier’s Cause Analysis Worksheet

Present Level of Performance: _______________________

________________________________________________

Desired Level of Performance: ___________________________

______________________________________________________

Reasonable Goal: ______________________________________

____________________________________________________

11 • THE Performance Improvement Conference 2011 • Orlando, Florida

Combined Analysis Worksheet

Cause Analysis

6. What are the possible causes of the

problem?

7. What evidence bears on each

possibility?

8. What is the probable cause?

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Gilbert’s BEM

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Chevalier’s Updated BEM

Leverage

Performance

Results

Knowledge

Motives

Capacity

Motives

Knowledge

Incentives

Resources

Information

Impact

Cost

Lower

LowerHigher

Higher

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(Adapted from Chevalier, 2003, Figure 4, p. 10)

Cause Analysis Worksheet

(Adapted from Chevalier, 2003, Figure 6, p. 11)

Cause Analysis Worksheet

(Adapted from Chevalier, 2003, Figure 6, p. 11)

Cause Analysis Worksheet

(Adapted from Chevalier, 2003, Figure 6, p. 11)

Cause Analysis Worksheet

(Adapted from Chevalier, 2003, Figure 6, p. 11)

19 • THE Performance Improvement Conference 2011 • Orlando, Florida

Combined Analysis Worksheet

Intervention Selection

9. What general solution type is

indicated?

10.What are the alternative subclasses of

solution?

11.What are the costs, effects and

development times of each solution?

12.What are the constraints?

13.What are the overall goals?

Your Turn…..

• How have you applied these models?

• How will you apply these models?