performance management plan (1).xls

8/10/2019 Performance Management Plan (1).xls

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DRAFT Page 1 of 14

Date of Report Jun 30, 2005

Name Client Performance Management System Sponsor Bill

Start Date 10/1/04 En Date !/"#/0$

%alance Scorecar Design an De&elopment Plan

'tem No Tas( Comme

1+ Refres, t,e Strategic Plan 1"/1/04 4/!0/0-

1.1 11/15/04 3/31/05 n

1.2 Prepare for Strategic Planning Off!ite 2/1/05 4/15/05

1.3 3/22/05 m

1.4 "fter P#a!e 3 m

1.5 "fter P#a!e 3 m

"+ Strategy Map / Strategic Plan !/1/0-

2.1

2.2

2.3

2.4

2.5

2.+

Project Plan mnu

Act.al StartDate

Tentati&eStart Date

'mpact onCompletionAct.al &s+

Target

Target Completionate Stat.s

e-ie current !trategic planning ocu*ent!an eter*ine if t#e current plan i!appropriate for t#e Balance Scorecar

Strategic Planning oring group to e-elopraft re-i!e Strategic Plan See Planningor!#op Coorinator for *ore etail!

Senior eaer!#ip appro-e! re-i!e StrategicPlan

Co**unicate Strategic Plan an BalanceScorecar in printe an electronic for*at

Preli*inar& raft 'ap it# no extra! for 6ap"nal&!i! onl&

7!olate #ole! / gap! eteen raft !trategicplan -!. raft Strateg& 'ap

'ae re-i!ion! to loer le-el o8ecti-e! in

raft Strategic Plan an fillout Strateg& 'apfor all co*ponent! t#e*e!, narrati-e aon9! an co*plete cau!eeffect flo!.

"ppro-al of e-i!e Strategic Plan an Finalan Co*plete Strateg& 'ap

'a& #a-e to !c#euleleaer!#ip off!ite

e-elop Co**unication Plan for StrategicPlan

aunc# "ction Plan Step! for Strategic Planit# Strateg& 'ap

'a& re:uire *eeting!e-ent! per t#e Co**


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DRAFT Page 2 of 14


Name Client Performance Management System Sponsor Bill



'tem No Tas( Comme

Project Plan mnu

Act.al StartDate

Tentati&eStart Date


Target


2.(

!+ Meas.rements an Targets

3.1

3.2

3.3 Follo t#e *et#oolo

3.4

3.5

3.+

3.(

3.)

4+ 'nitiati&e Mapping an %.geting

4.1

4.2

Centrali@e feeac an co**ent! for nextplanning c&cle. Collect an reco**en fornext planning !e!!ion c&cle.

Output fro* t#i! !tepacte upon until next c&cle.

Create *ea!ure*ent an target e-elop*entorplan co*plete it# te*plate! an*et#oolog&

Aualit& control re-ie to refine an i*pro-eco*plete *ea!ure*ent approac# for client

?xten eac# o8ecti-e on t#e Strateg& 'apinto one to t#ree perfor*ance *ea!ure*ent!

Solicit input an feeac fro* functionallea! an line an !taff per!onnel

?!tali!# a !et of target! in accorance it#operational goal! t#at are line to t#eStrategic Plan

7entif& initiati-e! an pro8ect! relate toexecution of eac# o8ecti-e. ?xten t#e 'ap

Protot&pe te!t Scorecar 'oel for ata point!

t#at u!e exi!ting *ea!ure*ent ata

'ae !ure *oel i! ti

all co*ponent!

Co*plete a co*pre#en!i-e *ea!ure*entte*plate for ataa!e e-elop*ent

?xten 7nitiati-e an Pro8ect! t#at are partof Scorecar 'oel into "ction Plan! orocu*ent it# exi!ting plan!

?xtene Scorecar execution of t#e Strat

in t#e 7nitiati-e / Pro8ect! it#in t#eScorecar 'oel to t#e Bugeting Proce!!


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DRAFT Page 3 of 14


Name Client Performance Management System Sponsor Bil



'tem No Tas( Comme

Project Plan mnu

Act.al StartDate

Tentati&eStart Date


Target


4.3

4.4

4.5

-+ Reporting Frame2or( Data)ase

5.1

5.2

5.3

5.4

5.5

5.+

5.(

7entif& gap! an !#ort co*ing it# liningan *ae reco**enation! to i*pro-e

Cro!! al all *a8or initiati-e! again!t t#eStrategic O8ecti-e! Pareto C#art t#einitiati-e! / pro8ect!

or ac up!trea* fro* initiati-e! /

pro8ect! not line an ocu*ent an&*i!!ing loer le-el o8ecti-e! in !trategicplan an / or !trateg& *ap

'ap an uil a fra*eor !tructure fro* t#e#ig#e!t organi@ational le-el on to t#e*anagerial le-el

See ot#er !i*ilar *operfor*ance *anage

"lign an lin loer le-el co*ponent! &t#roug# o8ecti-e !etting upper to loer &organi@ational le-el / reporting unit!

"!!ign perfor*ance *ea!ure*ent! for loerle-el o8ecti-e!. 7nex acro!! co**onreporting unit! for t#e !a*e o8ecti-e.

Co*plete a co*pre#en!i-e *ea!ure*entte*plate for ataa!e e-elop*ent for t#i!reporting le-el loer o8ecti-e!$

Protot&pe te!t an re-i!e ataa!e e!ign ofBalance Scorecar S&!te* ?S'S

? >#e 7> e!igne-elop*ent Plan coof t#e ?nterpri!e Stra'anage*ent S&!te*

oll out te!t *oule! at pilot !ite! flu!# outle!!on! learne an upate 7> Plan!

Ca!cae an e-elop*ent plan for ?nterpri!eStrategic 'anage*ent S&!te* ?S'S$


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DRAFT Page 4 of 14


Name Client Performance Management System Sponsor Bill Praxton, C



'tem No Tas( Comments

Project Plan mnu

Act.al StartDate

Tentati&eStart Date


Target


m

n

u

%aseline En D

Ma3or 'ss.es'tem No+ Description Comments

1

2

3

4


5/14

All Meas.rements se in t,e ESMS Data)ase

PM # Performance Measure BSC Framework Major Organizational U

Definition

'

(

&

)

*

+

Strategic !oal or Ojecti,e per

BSC or Strategic Plan

What is the PM number forreferencing. Could be LMR # or

a unique number for localmetrics?

What metric(s should we use tomeasure whether we ha!e met our

requirements?

"s this measure a CustomerProcess Learn $ %row or

Resources measure based on the&'C framewor?

"nsert ma)or goals or ob)ecti!es inthis bo* as a reference in

com+leting this tem+late

"nsert a list of the ma)ororgani,ational unit names

this bo* for reference incom+leting this tem+late


6/14

All Meas.rements se in t,e ESMS Data)as

PM # Performance Measure

Definition

'

(

&

)

*

+

What is the PM number forreferencing. Could be LMR # ora unique number for localmetrics?

What metric(s should we use tomeasure whether we ha!e met ourrequirements?

ctual F$ %) !reen Stan-ar- mer Stan-ar- 7e- Stan-ar- Primar2 F

What is the actualresult of this measurefor the 9ear 6::8?

What is the %reen3hreshold?

What is the 1mber3hreshold?

What is the Red3hreshold?

Who is the for the meaemail addre


7/14

%alance Scorecar Pro3ect

5r

aeAttri).tes

6.ality Re&ie2 of Metrics

e-ie an !core all *ea!ure*ent! u!e in &our !corecar *oel

F1.1 D e-enue 6rot# 4 4

F1.2

F1.3

F1.4

F2.1

F2.2

F2.3

F2.4

F3.1

F3.2

F3.3F3.4

C1.1

C1.2

C1.3

C1.4

C2.1

C2.2

C2.3

C2.4

P1.1

P1.2

P1.3P1.4

P2.1

P2.2

P2.3

P2.4

P3.1

P3.2

P3.3

P3.4

P4.1

P4.2

P4.3P4.4

E 6 O8ecti-e 1$

1.1

1.2

1.3

1.4

E 6 O8ecti-e 2$

2.1

2.2

2.3

p

ateFre:uenc&/

,epeata4le

5egreeof,elia4ilit&

BGar5ata

-!.Su48ecti-e$

Financial O8ecti-eF1$

Financial O8ecti-eF2$

Financial O8ecti-e

F3$

Cu!to*er O8ecti-eC1$

Cu!to*er O8ecti-eP2$

Proce!! O8ecti-e

P1$

Proce!! O8ecti-eP2$

Proce!! O8ecti-eP5$

Proce!! O8ecti-e

P4$


8/14

2.4

E 6 O8ecti-e 3$

3.1

3.2

3.3

3.4

7n!truction!

Rate eac, Meas.rement for t,ese attri).tes on a scale of 1 to -71. pate Fre:uenc& 'ea!ure*ent can get upate on a regular a!i!H ' for 'ont#l&, A for Auarterl&, "

2. egree of eliailit& Can &ou ea!il& *ea!ure t#e perfor*ance o8ecti-e or i! it too !u8ecti-e #en it c

3. ?ncourage! t#e rig#t e#a-ior 'ea!ure*ent! !#oul not confu!e, i!tort, or create t#e rong perfor*

4. egree of Fit 'ea!ure*ent fit! it# t#e culture an proce!!e! of Organi@ation an flo! ell fro* o

5. egree of Support Client #a! exi!ting proceure! an proce!!e! t#at can !upport t#e *ea!ure*ent !

'axi*u* Score 25


9/14

3eaingor3agging

3 4 5 20 )0D agging Single

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

0 0D

?

ncourage!t#e

rig#t4e#a-ior

5egreeofFitit#

C

lient9!Culture

5e

greeofSupport/

"-aila4le7nfo

Non5rae

Attri).tes

Singleor7nex

'etric

TotalPoints 8&erall5rae


10/14

0 0D

0 0D

0 0D

0 0D

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or "nnual, etc.

*e! to *ea!urailit&.

nce e#a-ior it#in t#e Organi@ation. ControllaleI

er e-el to pper e-el. '"CO F7> O6"


11/14


12/14

Alignment Matrix

Strategicri-er!

Vision Mission Values

CriticalProce!!e!

'ea!ure!

Criticale-er!

Organi@ation'ea!ure!

>ool!


13/14

Pro3ect RosterName Area *ocation Des( P,one

Project Intranet Web Site K .intranet!.co*
http://www.intranets.com/http://www.intranets.com/


14/14

Cell P,one Email

performance management plan (1).xls

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