Performance Management Training

Performance Management Training

Performance Management Using the Balanced Scorecard Approach (FY04)

This training will provide a historical review of performance management in ORF and ORS, along with discussing the basics of applying the method to your service area. The Balanced Scorecard (BSC) approach to strategic planning is reviewed, including tips for understanding the value you deliver to customers, and defining your performance objectives for the four BSC perspectives: customer, internal business process, learning and growth, and financial. Use of the Performance Management Plan (PMP) will be reviewed as a tool to summarize and communicate your strategic plan to others.

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Managing with Measures (FY04)

This training will review how to define both lead and lag measures to gauge progress on meeting the performance objectives defined in your Service Group's Performance Management Plan (PMP). It will also review how to set up basic data collection systems, and demonstrate how to graph and analyze data to evaluate effectiveness in implementing your strategy. Examples from actual service group teams in ORF and ORS will be used to demonstrate the process of defining lead/lag measures, setting up data collection forms, graphing, analyzing, and interpreting data for improvement purposes.

Performance Management Orientation for the Office of Research Services (FY03):

This training reviews the benefits of the Balanced Scorecard (BSC) approach, and describes the process for Performance Management in ORS/ORF (formally known as the Annual Self Assessments). It reviews Performance Management roles and responsibilities, presents the 4 phases of Performance Management, and examines the Performance Management Plan (PMP) template. Lastly, it reviews the two common performance objectives and measures across ORS and ORF.

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Balanced Scorecard (BSC) Orientation for the Office of Research Services (FY03):

This training discusses how to develop a sound value proposition, revisit how to define strategy, and review how to develop objectives for the four BSC perspectives: customer, internal business process, learning and growth, and financial.

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Measures Workshop for ORS Performance Management (FY03):

This training will provide information to assist you in reviewing and refining performance measures to ensure they align with your value proposition, strategy, and performance objectives. It presents criteria for choosing good measures, discusses the difference between lead and lag measures, discusses methods to evaluate measures, and discusses ways to establish data collection plans.

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ASA Template Training (FY02):

This training explains the background of the Annual Self Assessment (ASA) initiative in ORS, describes the Balanced Scorecard, performance measurement, and the ASAs, provides an orientation to the ASA template, and lists resources for additional information.

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Process Mapping (FY02):

This training reviews reasons why it is important to understand business processes, it reviews a few types of process maps and the purposes of each, it describes how to create a deployment flowchart, and it provides a short review of process measurement and the process improvement cycle.

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Data Analysis and Graphing (FY02):

This training assists you in planning for data collection and analysis by using the Data Collection Plan template. It discusses various ways to display and analyze data, and describes how to construct various graphs for data analysis. It also reviews specifics of creating basic charts using Excel.

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Financial Measures (FY02):

This training will provide assist you to understand on how to calculate the common financial measures of unit cost and asset utilization. It will include guidance on determining appropriate output measures for unit costs and issues to consider in collecting data for the assess utilization ratio.

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 The information on this page is archived and provided for reference purposes only.