Professional Documents
Culture Documents
Performance Management Plan
Performance Management Plan
Approval of Revised Strategic Plan and Final May have to schedule at joint
2.4 7) Briefing Session
and Complete Strategy Map leadership off-site
Develop Communication Plan for Strategic
2.5 8) Communication Plan
Plan
Launch Action Plan Steps for Strategic Plan May require meetings and other 9) Action Plan for
2.6
with Strategy Map events per the Communication Plan Communication Plan
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All Measurements Used in the ESMS Database
PM # Performance Measure BSC Framework Strategic Goal or Objective Major Organizational Unit Function / Dept / Sub Group Service or Product Line (if Type of Measure Measure Justification Definition Data Elements To Be Data Source Data Collection Frequency PM Calculation Formula Actual FY 03
per BSC or Strategic Plan applicable) Collected D/W/M/Q/SA/A
What is the PM number for What metric(s) should we use to Is this measure a Customer, Insert major goals or objectives in Insert a list of the major Insert a Link here to reference Insert the Operating Area such Is this measure a Why are we using this How do we define this measure? What are the data elements Where does the data How frequently should the What is the formula for What is the actual
referencing. Could be LMR # or measure whether we have met our Process, Learn & Grow or this box as a reference in organizational unit names in back a list of Functions / as Product or Service Line - To 1) Strategic metric? for caclulating the measure? reside? data be collected? calculating the measure? result of this measure
a unique number for local requirements? Resources measure based on the completing this template this box for reference in Departments and other be used for Product 2) Operational for the Year 2003?
metrics? BSC framework? completing this template organizational units in Performance Analysis 3) Tactical
Definition
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All Measurements Used in the ESMS Database
PM # Performance Measure Actual FY 04 Green Standard Amber Standard Red Standard Primary Functional POC Data Available? Notes
What is the PM number for What metric(s) should we use to What is the actual What is the Green What is the Amber What is the Red Who is the primary owner Y/N Are there any additional notes regarding the
referencing. Could be LMR # or measure whether we have met our result of this measure Threshold? Threshold? Threshold? for the measure and their measure?
a unique number for local requirements? for the Year 2004? email address?
metrics?
Definition
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Balanced Scorecard Project
Degree of Reliability
Update Frequency /
Graded Attributes
vs.Subjective)
Quality Review of Metrics
Repeatable
(Hard Data
Review and score all measurements used in your scorecard model
L2.4
L3.1
L3.2
L & G Objective (L3)
L3.3
L3.4
Instructions:
Rate each Measurement for these attributes on a scale of 1 to 5:
1. Update Frequency: Measurement can get updated on a regular basis; M for Monthly, Q for Quarterly, A for Annual, etc.
2. Degree of Reliability: Can you easily measure the performance objective or is it too subjective when it comes to measurabili
3. Encourages the right behavior: Measurements should not confuse, distort, or create the wrong performance behavior within
4. Degree of Fit: Measurement fits with the culture and processes of Organization and flows well from Lower Level to Upper Le
5. Degree of Support: Client has existing procedures and processes that can support the measurement (such as available dat
Maximum Score 25
Degree of Support /
Leading or Lagging
Degree of Fit with
Encourages the
Client's Culture
Single or Index
right behavior
Available Info
NonGraded
Attributes
Metric
Total Overall
Points Grade
3 4 5 20 80% Lagging Single
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Strategic
Drivers
Organization
Measures
Critical
Levers
Critical
Processes
Measures
Tools
Project Roster
Name Area Location Desk Phone