1. The Organisation As A System The Performance Organiser Integrating Business Methodologies

2. The Performance Organiser Integrating Business Methodologies Money Assets People If you cannot measure it you cannot manage it and you cannot do either without the passage of information The Problem

3. Concepts (1)….. There are no mandated and internationally agreed methods for designing and writing strategy A strategy should be based on an organisations core capabilities and values. A strategy should have clear and unambiguous objectives that define where the organisation wants to go. Objectives should be grouped into, short term tactical and long term strategic The steps that need to be taken to reach objectives by default are processes Each and every process will have a measurable transaction of one form or another which are the points at which performance can be monitored The Performance Organiser Integrating Business Methodologies

4. The Performance Organiser Integrating Business Methodologies Concepts (2) ….. Strategy will cascade (higher level objectives, will affect lower level action and in turn generate lower level objectives and processes). It should be possible for each and every organisation member to identify his or her place in the scheme of things Mission and Vision statements are not advertising slogans Increasingly, central and local government agencies use standards compliance certification as part of the selection criteria for prospective service providers

5. The Performance Organiser Integrating Business Methodologies Strategy, dictates policy. Policy in turn dictates the governance regime that will be applied across the organisation for assurance, quality management and performance monitoring purposes.

6. The Performance Organiser Integrating Business Methodologies A key long term aim of policy and governance is to reduce variance in behaviour across the organisation within the context of the roles and the function of organisation elements or parts. From policy and governance standard operating procedures and processes will naturally emerge which can and should be monitored.

7. The Performance Organiser Integrating Business Methodologies A major advantage of adopting and adapting standard methodologies is that they have built in processes, procedures and tasks that set out roles and responsibilities and define the criteria by which performance can be monitored.

8. The Performance Organiser Integrating Business Methodologies Methodologies will influence information management plans as in order for them to fully support business improvement, their associated performance monitoring systems require a flexible information management framework No one methodology covers all aspects of organisational behaviour. Methodologies should be integrated and their adoption should form part of the organisations business plan.

9. The Performance Organiser Integrating Business Methodologies LevelAcronymNotes StrategicEFQM, Baldrige, ViableHolistic overview of organisational behaviour OperationalPRINCE 2, ITIL, COBIT, ISO 9000, SCOR Whole process view of the way the organisation is managed and monitored TaskEngineering standardsConcentrate on deliverables and the quality criteria that define fitness for purpose SupportBalanced Scorecard, Performance Prism, Zachman Reporting and infrastructure provision

10. The Performance Organiser Integrating Business Methodologies Strategic Strategic level methodologies like the EFQM and Baldrige are operated on the principle of Review to Improve Forces an holistic approach to examining the way a business works and its effect on society. The primary analytical tool for data collection purposes is the survey From an information management perspective, the primary reporting tool is survey results analysis

11. The Performance Organiser Integrating Business Methodologies Process Based methodolgies, like ISO 900 operate on operational levelprinciple is: Say what you do and how you do it and prove you comply with both. Process based methodologies give information managers the means to identify transaction points where the process change the state of a product or other deliverable Operational

12. The Performance Organiser Integrating Business Methodologies Support Economic (Accounting Measures) Efficient (Benchmarking etc.,) Evolution ( Legislation, Modification Programmes ) Effective (Customer Satisfaction ) There are reporting tools and methodologies like the Balanced Scorecard which are more closely aligned to support activities like management reporting and information delivery.

13. The Performance Organiser Integrating Business Methodologies Charter Mission Objectives Process Resource Vision All methodologies are designed to support one or more aspects of business planning from the strategic to the operational

14. The Performance Organiser Integrating Business Methodologies Charter Mission Objectives Process Resource Vision

15. The Performance Organiser Integrating Business Methodologies Charter Mission Objectives Process Resource Vision

16. The Performance Organiser Integrating Business Methodologies Planning Framework Including IIP Charter Mission Objectives Process Resource Vision

17. The Performance Organiser Integrating Business Methodologies The EFQM, ISO 9000 and IIP are not of themselves integrated reporting mechanisms

18. The Performance Organiser Integrating Business Methodologies Charter Mission Objectives Process Resource Vision KPIs Planning Framework Data Collection and Delivery

19. The Performance Organiser Integrating Business Methodologies Board Senior Management Middle Management Shop Floor Strategy Action Top Down Analysis, Bottom Up Reporting

20. The Performance Organiser Integrating Business Methodologies Try not to: Robotise – dont let standards stifle innovation and initiative Be over zealous at the process level – beware of houses of cards Try to: Review – Review the methodologies objectively to make sure they are appropriate and fit for purpose Join Standards Associations – shared experience and comparitive data

21. The Performance Organiser Integrating Business Methodologies Summary Use process level design and scrutineering methods to develop monitorable standard operating procedure Use strategic level methods to derive business objectives Use the Balanced Scorecard to define the reporting mechanism apply the appropriate measurement technique

22. The Performance Organiser Integrating Business Methodologies Urls MOD Acquisition Operating Framework International Organisation for Standardisation Department for Education Standards Framework