Building a Business Case For Performance Improvement Projects

One of the most often overlooked components ofworkshop should be conducted for each of the
any performance improvement program is the linkagespecified objectives. The make up of each workshop
of strategic goals and objectives to the improvementteam should be varied and dependent upon the level
process. Typically management allows teams toof subject matter expertise required to analyze the
choose their focus rather than taking the time to defineissues related to each objective.
and select key objectives for improvement. This leadsThe result of each workshop should be a clear and
to a focus on the means rather than the end resultsconcise action plan. Considerations for creating a plan
and the results are all over the map rather thanof action include:
focused on what is best for the business.
The most successful performance improvement1. What are the detailed considerations?
efforts happen when management takes the time to2. How should we proceed in specific terms?
address specific business needs using a strategic3. What are the action steps?
thinking process to define a business case for change.4. For each step, define the what, who, when, and
Management must set the goals for improvement thatrequired resources
are directly linked to the strategic goals that have been5. Contingencies
defined for the company. Each goal should be6. Linkage - situation/goal/strategy Once the action
evaluated using a SWOT analysis and communicatedplan has been developed and approved, it is time to
to the improvement teams.take action. Too often, the team begins taking action
The first step is for the management team towith out the plan or before it has been approved; this
determine what the current state of the company istypically results in less than successful performance
by performing a situational analysis. At this stage it isimprovement projects and quickly leads to another
important to identify the positive and negative"flavor of the month" in the eyes of employees and
contribution factors that are driving the business, thesemanagement alike. Action taking requires:
typically are the Key performance indicators which
include the financial measures as well as quality1. Discipline in implementation and execution
measures, but also may include a number of intangibles2. Living out the plan - actually completing key actions
like employee morale, leadership capability, and3. Fine-tuning and flexibility to adjust efforts along the
organizational structure.way
Once the current state is understood, the4. Readiness to use or deploy contingencies. The final
management team can then define the objectives forstep involves gauging the impact of each of the
moving the company forward and for sustaining theactions taken. Without measurements, you have no
business. Objectives make the key performanceway of determining the progress you are making. It is
indicators measurable by applying standards orlike taking a road trip with out a means of determining
criterion to them. Another consideration is to makeyour mileage. You have no clue how far you have
sure that the objectives are observable; time bound,come, and worse yet, how far do you have to go
and indicate who is accountable for making themyet?
happen.The key points to Gauging Impact include:
Once, the objectives have been agreed upon and
approved, the next step is to begin defining the1. How are we doing?
strategies required to carry out the objective. Initially2. What are the key indicators to track? (Situation,
these strategies are defined at a high level and thebusiness process, people)
performance (OPI) teams are allowed to further define3. what are the results?
them using a variety of team tools including problem4. How is our understanding of the situation updated?
identification and root cause analysis tools. For bestThis is cyclical process and it requires a good deal of
results, each OPI team should conduct a two dayiteration to refine each part of the process. Each step
operations improvement workshop that focuses theis linked to other steps. Effective communication up
team's attention on a particular problem or opportunityand down the management chain is essential to
and guides them through the identification and planningsuccess.
process for improvement of operations. A separate