Operational PM
Scope
Definition: At operational level, performance management deals with the achievement of the overall operational objectives, the focus being more functional and tactical in nature. It is the intermediate level of performance management principles in organisations, linking the strategic and individual performance.
Key drivers: Operational performance management is a function of multiple disciplines: Management Accounting, Finance, Operations Management and used across all functional areas in organisations: Marketing, HR, Finance, Sales, Supply Chain Management and Project/Program Management.
Key processes: strategic alignment, operational business planning, measurement and reporting
Tools
Some of the tools used to guide the achievement of organisational goals at operational level are:
Functional Scorecards / Dashboards
Tools used to collect, visualise and analyse key performance indicators that guide managerial decisions:
- IT Scorecards / Dashboards
- HR Scorecards / Dashboards
- Marketing Scorecards / Dashboards
- Risk Scorecards /Dashboards
- Financial Reports
Project / Portfolio Performance Management
- Program Assessment Rating Tool (PART) - diagnostic tool used to assess program performance and to drive improvements, by analysing program purpose/design, planning, management, and results/accountability.
- Portfolio Dashboards
- Project Dashboards
Operational Performance Management Systems
- Supplier Scorecards
- Distributors Scorecards
- Franchisors Scorecards
- Environmental Scorecards
Services
Consulting services
- Facilitation of business planning
- KPI identification and documentation
- Performance management information design - performance visualisation enhancements
- Audit and reviews of existing dashboards / scorecards
- Support in the selection and implementation of Performance Management / Business Intelligence Software.
Solutions
- Development and implementation of functional Scorecards / Dashboards.
- Development and implementation of operational performance management systems to track performance of external stakeholders such as Suppliers, Distributors and Franchisors.
- Post implementation maintenance of performance management systems
Training
Delivery of performance management training in-house, via public courses and conference presentations on topics such as:
- Performance, Performance Management and Measurement
- Identifying and using Key Performance Indicators / Performance Measures
- Managing Supplier / Distributor / Franchisor performance
- Enhancing performance visualisation (Dashboards and Scorecards)
Functional Dashboards
- HR Dashboard
- IT Scorecard
- Marketing Scorecard
- Finance Dashboard
- Supplier Scorecard
- Portfolio Dashboard