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TION BUSINESS PROCESSES LEARNING amp。 GROWTH ? AFYP ? ROI/ROA ? Surplus Growth ? New sales: new customers ? Additional policies: current customers ? Market share ? Collecting premiums ? Calculating selling price: new product ? New licensing (Region amp。 Corporate) ? Establishing the Business Case for new ventures, new locations ? Product Development: innovations ? Competency growth ? Additional countries ? Core capabilities growth Cascading Strategic amp。 Operating Plan Goals CORPORATE ORGANIZATION METRICS Finance Finance Customer Customer Business Process Business Process Learning amp。 Growth Learning amp。 Growth BUSINESS UNIT TEAMS/INDIVIDUALS DEPARTMENT Balanced Scorecards can provide anization alignment and accountability ? 5 to 7 GOALS ? “SMART” parameters ? Directly aligned Typical Project Timeline amp。 Milestones* * 8 weeks elapsed time from planning session 2 Days Clarify Company Strategy and determine goals Implementation Training and Roll out begins Implementation Planning Workshop Formal Advisory Group Review Session amp。 Followup 1 wk 2 wks 1 wk 1 wk 1 wk 1 wk 1 wk Project Planning, Orientation and Kickoff 1 Day 1 Day Interview Findings ? Develop Measure Remendations 1 Day Workshop on Targets Finalize Target Remendations Implementation Plan Review Review Plan for Implementation Review Transition Strategy 2 Days Formal Advisory Team Review 1 Day 1 Day 1 wk 1 Day Executive Planning Session(s) Performance Consulting Total Organization Performance Clients: CEO, COO, sometimes the VPHR Fees: typical project is $180 250K Timeframe: +/ 4 months Performance Consulting Employee Review Process ? Engagement and Accountability ? Clear Performance Expectations ? Growth and Achievements Performance Management Is... ...the ongoing process of setting performance expectations, providing feedback and coaching to reach those expectations, and reviewing and recognizing performance results. Tie PM to the Business Cycle Review and Planning Planning Feedback amp。 Coaching Feedback amp。 Coaching MidYear Review New Year Planning YearEnd Review Bad timing... “ I don’t want to ruin your day Herman, but tomorrow morning you’re scheduled to be in my office for your annual performance review...” Remember The Key Questions ? = Why does the pany exist? = Where is it going? ? Size ? Sales ? Markets ? Locations ? Produc