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Strategic Planning & Execution using i the th X-Matrix XM ti R b t ‘Q Robert ‘QualityBob’ lit B b’ Mit Mitchell h ll MNASQ Professional Development Summit Session W225 April 3, 2012
Planning Process Outcomes
MNASQ LRP Outcomes • X-Matrix – What, What Why
• Projects A3 – What, Wh t Who, Wh How, H Wh When
• Bowler Scorecard – Execution effectiveness
• Management Reviews – Weekly rhythm – Plan-Do-Check-Adjust j – Root Cause Analysis
2012-2013 MNASQ Strategic Plan
To be the community of choice pro providing iding professional development focused on total customer experience
Project A3
Bowler Scorecard
Hoshin H hi Kanri K i (definition): (d fi iti ) The Th process used to identify and address critical b i business needs d and dd develop l th the capability of employees, achieved by aligning li i company resources att allll llevels l and applying the PDCA cycle to consistently i t tl achieve hi critical iti l results. lt
Why Hoshin Kanri? Identifies the Vital Few Level loading of resources ‘Catch Ball’ communication process to establish t bli h accountability t bilit Business process that aligns short and long term strategic objectives Rigor and discipline via PDCA (Target vs. Actual please explain..., Actual, explain etc etc.)) Establishes a rhythm of periodic reviews
Origins • Originated by Toyota (Toyota Production System) • Hoshin = a course, policy, plan, aim • Kanri = administration administration, management management, control control, charge of, care of • Hoshin-Kanri Hoshin Kanri = policy deployment with method “Ship in a storm going in the right direction” • Makes it possible to get away from the status quo and achieve breakthrough performance improvement p
Generic Strategic Planning Model Corporate Charter Key Environmental Assumptions
Mission Key Competitor Assumptions
Vision Organization Goals
Critical Issues
Strategic Intent
Strategy
Objectives
Tactics/ Programs/ Projects
Resource Allocation
Execution Process Operations Playbook
H hi Hoshin Kanri
Lean Six Sigma PDCA
Strategic Plan
&
Operational Plans
Plan, Do, Check, Adjust (PDCA) Model Grasp the Situation Data Driven Discovery Process
• Where have we been? • Where are we going? • Develop SMART Metrics • Develop Action Plans • Execute the Countermeasures • Adjust the Plan as needed • Make the Changes • Start Over!!!
• Work the Plan • Engage and build the team
• • • •
Periodic Monitoring Swarm the problems D t Determine i Root R t cause Develop Countermeasures
We ALL become problem solvers
Long-Range Planning Model 1
Purpose (Mission, Vision) 4
3
Desired Future (Practical Vision)
Underlying Contradictions
Current Reality (Environment)
Creative Tension 5
Strategic Directions
Operational Plans
6
2
The North Star Vision Strategy
Strategy
Strategy Strategy
Strategy Strategy
MNASQ - Previous Vision Statement To be recognized as the preferred source of quality concepts, technology and tools for the benefit and value to our members, our Society, our communities and our profession profession.
MNASQ - New Vision T be To b the th community it off choice h i providing professional development p focused on total customer experience
MNASQ Mission • Foster personal and professional relationships connections and sense relationships, of belonging. • Equip our community with the skills, competencies and knowledge that impact the total customer experience.
Reaction
What is your visceral reaction to the new MNASQ mission i i and d vision? i i ?
Current State
Long-Range Planning Model 1
Purpose (Mission, Vision) 4
3
Desired Future (Practical Vision)
Underlying Contradictions
Current Reality (Environment)
Creative Tension 5
Strategic Directions
Operational Plans
6
2
MNASQ Current Reality Mind Map
• ASQ’s largest Section; 2500+ members • MN, MN eastern ND & SD SD, western WI • Volunteer member leaders
2011 Forces of Change (Future of Quality) 1. 2 2. 3. 4. 5. 6. 7. 8.
Global Responsibility C Consumer A Awareness Globalization Increasing Rate of Change Workforce of the Future An Aging Population 21st Century Quality Innovation
The full study is available at http://asq.org/about-asq/how-we-do/futures-study.html
7
21st Century Quality
• Cannot take quality for granted • Quality is the competitive advantage Goal
Then Prevention
Next Perfection
Quality of
Product
Enterprise
Philosophy Sector W t Waste Focus Methodology
Processes Manufacturing T l bl Tolerable Product/Service Control/ Improvement
Community Every Abh Abhorrent t Experience Change/ Transformation
Current Realities Discussion: • What is your current performance? • • • •
Sales, Profits Portfolio management Customer loyalty Employee p y engagement g g
• What issues or challenges are your organizations facing today impacting quality, innovation and growth?
Desired Future State
Long-Range Planning Model 1
Purpose (Mission, Vision) 4
3
Desired Future (Practical Vision)
Underlying Contradictions
Current Reality (Environment)
Creative Tension 5
Strategic Directions
Operational Plans
6
2
MNASQ Desired Future State Brainstorm & Affinity Process
MNASQ Desired Future State
(2 of 2)
Desired Future State (“True North”) Discussion: • Where does your organization want to be in 3-5 years? • What will it look, feel like? • Cores Values, Principles • Examples: • $X sales in 2015 at a Y% OI minimum • #1 or #2 solution p provider in every y market we serve • Expand into X new markets • Engaged employees proud to be a part of XYZ
Underlying Contradictions
Long-Range Planning Model 1
Purpose (Mission, Vision) 4
3
Desired Future (Practical Vision)
Underlying Contradictions
Current Reality (Environment)
Creative Tension 5
Strategic Directions
Operational Plans
6
2
Underlying Contradictions • • • •
What is holding your organization back? What is blocking your progress? Barriers? Conflicts? Constraints? * Never a “Lack of...” – Lack of money – Lack of time – Lack of people
MNASQ Underlying Contradictions Communication Challenges Do we have members with expertise in the new social networking tools?
Succession Planning not documented Steep learning curve for incoming Committee and Board members
Difficulty communing the WIIFM for members, nonmembers
No strategy or process documentation exists for leader succession planning
Tailor the communication to each segmented market
Individuals may lack support, time to commit to a 3 year Board rotation.
We had a lack of communication in 2010 due to BenchmarQ and website problems
Most leadership terms are just 1 year - difficult to learn and contribute before rotating off
The changing role of Quality in the world today
How do we identify qualified potential committee leaders and/or Officers?
Enterprise memberships: Primary contact versus Individual member types
Little team building offered today by which to build relationships trust. relationships, trust
Use VOC feedback to customize our communications to each segment.
Little visibility of current Board to the rank and file members; lost opportunity to build rapport
Need faster response to issues, opportunities
Fill existing vacancies
Need more frequent communciations Need more diverse communciations tools
Most training today is classroom seting in the Twin Cities metro area
Changing Face of Quality No strategy to attract, recriuit, retain young professionals
No strategy exists today on what, how, where, when to deliver training outside of the TC area
Professionals in nontraditional markets do not associate themselves with Quality
20% of section members live out-state out state
Define the target markets of younger generations
Limited use of distance learning tools Speakers not prepared to present on-line
We are a volunteer professional organization
Speakers not skilled in use of new technology
Revenue generated from membership dues
No out-state contacts/coordinators available
Passionate members with limited availability to volunteer Part-time volunteers
Under-utilized partnersip alliances Expand offerings to our members via partnerships with other potential professional organizations We do not have a strategy, objectives, or process to identify and engage partners We do not who the potential organizations might be; limited contacts. What are their products? Demonstrate the value of MNASQ alliance to partners' membership. Limited visibility of Section by Business Leaders
We lack a defined Volunteer engagement model
Grow our presence and impact by connecting with business leaders via a CEO Roundtable structure Section leaders do not have contacts with liocal business leaders or Quality Heads
Committee leaders must identify specific needs and required skills to the Volunteer Placement Coords. Fill existing open positions on the leadership team
Business Heads of Quality are not aware of Section products, services, value proposition.
Identify specific skillsets desired, and time commitment needed, for various volunteer opportunities
Gain access to Enterprise-member "primary contacts" Need to identify a well-connected local business leader to sponsor Section "Roundtable" efforts
Volunteers may need assistance from Section Document the value proposition for volunteering
Don't lose focus on small businesses who probably lack the quality training resources of large companies
Consider unemployed experts to help Committees
Underlying Contradictions Discussion: • What are some contradictions in your operations holding you back?
Long-Range Planning Model 1
Purpose (Mission, Vision) 4
3
Desired Future (Practical Vision)
Underlying Contradictions
Current Reality (Environment)
Creative Tension 5
Strategic Directions
Operational Plans
6
2
Strategic Directions • Brainstorm how we can overcome the Underlying Contradictions? – More of, Less Of, Stay the Same – Reverse brainstorming – Interrelationship Diagram – Pugh Concept
Hoshin kanri Strategy Deployment From the Strategic Directions discussion: – Prioritize P i iti th the vital it l ffew • C&E Matrix • Pairwise comparisons
– X-Matrix • • • •
3-5 Year Objectives j Annual Objectives Strategic plans (Operational plans; Tactics) T Targets t to t Improve I (Key (K metrics) ti )
– Develop, assign projects • A3s
C&E Analysis Matrix Scoring: 9 = High 3 = Medium 1 = Low
Paired Comparison (for C&E Weightings)
Alternative: Analytic Hierarchy Process (AHP) Methodology
X-Matrix
The Conference Board X-Matrix template
Long-term Objectives (“True North”)
2012 MNASQ X-Matrix w Owners
To be the community of choice providing professional development focused on total customer experience
Example: MNASQ Marketing Plan
Action Plan Template
Bowler Scorecard (Targets to Improve)
Management by Fact Tool….. 2010 Strategic Performance Dashboard Priori Starting ty Deliverables and Measures Owner Point A 1 $0M Item #1 B C 2 Item #2 $0M D E 3 Item #3 $0M F G 4 Item #4 $0M H I 5 Item #5 $0M J K 6 Item #6 $0M L M 7 $0M Item #7 N O 8 Item #8 P $0M Q 9 Item #9 0 R S 10 Item #10 A T U 11 Item #11 V C W 12 Item #12 Z B Y 13 Item #13 $0M Z A 14 Item #14 B $0M
EOY A B C D E F G H I J K L M N
This Year: Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual Plan Actual
JAN 12.5 10.8 12.6 13.7 34.0 29.6 60.7 52.6 60.7 52.6 14.0 13.9 0.15 0.10 ##### 49 4.9 0 0 1.8 2.1 59.2% 54.4% 88.0% 90.7% 4.0 3.7 ##### 0.8
FEB 25.1 22.4 25.5 26.6 68.3 62.1 121.4 107.1 121.4 107.1 29.0 28.6 0.35 0.23 ##### 96 9.6 0 0 3.5 4.3 59.1% 54.6% 89.0% 90.1% 8.0 6.9 ##### 2.9
MAR 39.6 36.9 36.1 40.9 107.8 100.6 182.1 174.0 182.1 174.0 45.0 45.0 0.55 0.37 ##### 16 7 16.7 0 0 5.6 6.9 58.1% 55.4% 90.0% 90.7% 12.0 11.1 ##### 4.6
APR 53.7 50.8 55.5 53.9 146.4 137.3 242.8 236.0 242.8 236.0 61.0 64.8 0.85 0.48 ##### 21 8 21.8 0 0 7.3 9.2 57.9% 54.4% 92.0% 90.2% 16.0 15.1 ##### 4.8
MAY 67.1 64.4 61.4 65.9 182.9 173.3 298.0 297.0 298.0 297.0 77.0 78.2 1.25 0.62 ##### 27 8 27.8 25 14 9.1 11.5 57.9% 55.1% 92.0% 89.6% 20.0 19.5 ##### 5.7
JUN 81.9 79.3 74.9 80.5 223.1 213.2 364.2 365.0 364.2 368.0 93.0 94.0 1.80 1.2 #####
JUL AUG SEP OCT NOV DEC 95.9 111.0 125.3 139.2 152.3 163.5 98.1 113.3 127.8 141.8 155.0 166.3 261.5 302.5 341.6 379.5 415.3 445.6 424.9 485.6 546.3 607.0 667.7 728.4
Root Cause & Corrective Action if Metric is “Off Target”
424.9 485.6 546.3 607.0 667.7 728.4 109.0 126.0 143.0 159.0 174.0 188.2 2.50
3.60
5.00
6.50
8.50 10.00
##### ##### ##### ##### ##### #####
• Special Cause vs. Common Cause
60 100 145 195 250 295 339 50 11.0 12.7 14.5 16.3 19.1 22.0 24.9 13.0 57.4% 57.4% 57.2% 57.1% 56.9% 57.0% 57.4% 54.7% 92.0% 92.0% 92.0% 92.0% 92.0% 92.0% 92.0% 91.0% 24.0 28.0 32.0 36.0 40.0 44.0 48.0 24.5 ##### ##### ##### ##### ##### ##### ##### 6.7
Management by Fact Template Problem Statement:
“Reds” from Bowler to Mgmt by Fact tool 46
Root-Cause 5 Why's: Pareto Analysis: Proposed Response: Prioritization Counter Measures and Root Cause and Activities Addressed 1 2 3 4 5
Who
When
Expected Benefits/Impact
Target Achieved?/Impact
Thank you
Robert H Mitchell ‘QualityBob’ [email protected]
www.linkedin.com/in/roberthmitchell twitter.com/QualityBob y www.facebook.com/pages/QualityBob Quality Matters blog