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248x Filetype XLSX File size 0.05 MB Source: planningengineer.net
m Not started
Project Plan mnüu n On Plan
ü Complete
u Issues
Date of Report Jun 30, 2005
Name Client Performance Management Plan Sponsor
Start Date 10/1/04 End Date 3/28/06
Balanced Scorecard Design and Development Plan Not On Plan Comp Issues
Started m n lete u
Impact on
Item No Task Actual Start Tentative Completion Target Completion Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
1. Refresh the Strategic Plan 12/1/04 4/30/05
Review current strategic planning documents
1.1 and determine if the current plan is 11/15/04 3/31/05 u
appropriate for the Balanced Scorecard
1.2 Prepare for Strategic Planning Off-site 2/1/05 4/15/05 ü
1.3 Strategic Planning working group to develop 3/22/05 m 1) Kick off meeting of technical
draft revised Strategic Plan - See Planning group
Workshop Coordinator for more details
1.4 Senior Leadership approves revised Strategic After Phase 3 m
Plan
1.5 Communicate Strategic Plan and Balanced After Phase 3 m 1) Strategic Plan booklet
Scorecard in printed and electronic format 2) Strategy Map Draft
2. Strategy Map / Strategic Plan 3/1/05
2.1 Preliminary Draft Map with no extras for Gap 3) Very Basic Strategy Map
Analysis only
Isolate holes / gaps between draft strategic 4) Gap Analysis Results and
2.2 plan vs. Draft Strategy Map recommendations to fill out S-
Plan
Make revisions to lower level objectives in
2.3 Draft Strategic Plan and fill-out Strategy Map 5) Revised Strategic Plan
for all components - themes, narrative add- 6) Revised Strategy Map
on's and complete cause-effect flows.
2.4 Approval of Revised Strategic Plan and Final May have to schedule at joint 7) Briefing Session
and Complete Strategy Map leadership off-site
2.5 Develop Communication Plan for Strategic 8) Communication Plan
Plan
2.6 Launch Action Plan Steps for Strategic Plan May require meetings and other 9) Action Plan for
with Strategy Map events per the Communication Plan Communication Plan
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m Not started
Project Plan mnüu n On Plan
ü Complete
u Issues
Date of Report Jun 30, 2005
Name Client Performance Management Plan Sponsor
Start Date 10/1/04 End Date 3/28/06
Balanced Scorecard Design and Development Plan Not On Plan Comp Issues
Started m n lete u
Impact on
Item No Task Actual Start Tentative Completion Target Completion Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
Centralize feedback and comments for next Output from this step does not get 10) Feedback Collection
2.7 planning cycle. Collect and recommend for acted upon until next annual planning System and Reports
next planning session cycle. cycle.
3. Measurements and Targets
Create measurement and target development 11) Performance measurement
3.1 workplan complete with templates and training, tools, methodology
methodology
Quality control review to refine and improve Final set of tools to
3.2 complete measurement approach for client development enterprise wide
performance measurements
3.3 Extend each objective on the Strategy Map Follow the methodology and training
into one to three performance measurements
3.4 Solicit input and feedback from functional Revised set of performance
leads and line and staff personnel measurements
Establish a set of targets in accordance with
3.5 operational goals that are linked to the Targets for each measurement
Strategic Plan
3.6 Identify initiatives and projects related to Scorecard Model
execution of each objective. Extend the Map
3.7 Prototype test Scorecard Model for data Make sure model is tight / fits across
points that use existing measurement data all components
3.8 Complete a comprehensive measurement Performance measurement
template for database development development template
4. Initiative Mapping and Budgeting
Extend Initiative and Projects that are part Extended Scorecard Model ensures
4.1 of Scorecard Model into Action Plans or execution of the Strategic Plan Extended Scorecard Model
document with existing plans
Link the Initiative / Projects within the
4.2 Scorecard Model to the Budgeting
Process
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m Not started
Project Plan mnüu n On Plan
ü Complete
u Issues
Date of Report Jun 30, 2005
Name Client Performance Management Plan Sponsor
Start Date 10/1/04 End Date 3/28/06
Balanced Scorecard Design and Development Plan Not On Plan Comp Issues
Started m n lete u
Impact on
Item No Task Actual Start Tentative Completion Target Completion Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
4.3 Identify gaps and short coming with linking Recommended Changes to
and make recommendations to improve Link Processes Together
Cross walk all major initiatives against the Graph of what should get
4.4 Strategic Objectives - Pareto Chart the resourced vs. what should not
initiatives / projects
Work back upstream from initiatives /
4.5 projects not linked and document any Operating Plan / Sub Objective
missing lower level objectives in strategic Additions
plan and / or strategy map
5. Reporting Framework (Database)
Map and build a framework structure from the See other similar models from other Visual prototype framework for
5.1 highest organizational level down to the performance management projects review
managerial level
5.2 Align and link lower level components by
through objective setting - upper to lower by
organizational level / reporting units
5.3 Assign performance measurements for lower
level objectives. Index across common
reporting units for the same objective.
5.4 Complete a comprehensive measurement
template for database development for this
reporting level (lower objectives)
NOTE: The IT Design and Various automated tools, such
5.5 Development Plan covers automation as data collection forms,
Prototype test and revise database design of of the Enterprise Strategic reporting tools, etc.
Balanced Scorecard System - (ESMS Management System
5.6 Roll out test modules at pilot sites - flush out
lessons learned and update IT Plans
5.7 Cascade and development plan for Enterprise ESMS Design and
Strategic Management System (ESMS) Development Plan
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m Not started
Project Plan mnüu n On Plan
ü Complete
u Issues
Date of Report Jun 30, 2005
Name Client Performance Management Plan Sponsor
Start Date 10/1/04 End Date 3/28/06
Balanced Scorecard Design and Development Plan Not On Plan Comp Issues
Started m n lete u
Impact on
Item No Task Actual Start Tentative Completion Target Completion Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
Baseline End Date 3/28/06
Major Issues
Item No. Description Comments Status
1
2
3
4
MMMMM
MH L
DRAFT Page 4 of 5
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