What is Strategic about Performance Management? Dr. Allison Layland, FLICC and BSCP Center Mark Williams, BSCP Heather Zadavsky, BSCP Center © 2016 Edvance Research, Inc.
Gaining a Common Understanding Like Groups discuss their articles: The Psychological Barriers to Performance Management (Behn, R.) Getting Real About Performance Management (Ammons, D.) A System of Management for Organizational Improvement (Potocki & Brocato) The New Productivity Challenge (Drucker) Strategy Selection, Surrogation, and Strategic Performance Measurement Systems (Choi, Hecht & Taylor)
Gaining a Common Understanding Mixed Groups share their articles What are some of the key elements of performance management? What are some of the challenges or barriers? What common connections can you make with your work at the SEA level? at the LEA level? at the school level?
What is Strategic about Performance Management? Performance management is the systematic process by which an agency involves its employees, as individuals and members of a group, in improving organizational effectiveness in the accomplishment of agency mission and goals. U. S. Office of Personnel Management (OPM)
What is Strategic about Performance Management? Performance management is a strategic approach to improvement in which the entire organization shares the same set of objectives. Dean Nafziger, BSCP
What is Strategic about Performance Management? Strategic Performance Management (SPM) weds strategic planning with performance management in a living system that provides direction for people’s work while allowing for innovation and course adjustment to produce better results more efficiently. SPM includes elements of strategic planning and connects them to performance measures, productivity considerations, and ongoing processes for gauging progress, improving practice, and exceeding expectations. Sam Redding & Allison Layland, BSCP
Organization – wide SPM Pushing Beyond Planning to Performance Living system that combines strategic planning with performance management Process to organize people and their work and enhance collaboration and coordination Helps an SEA focus direction while allowing for innovation and adjustment to produce better results
Setting the Direction
STUDENT FOCUSED AGENCY FOCUSED
Lesson Learned Continuous participation of leadership Consistent commitment of participants Power of communicating the message in the right way Communication lens Internal & external messaging in chunks Representation of the operations side of the business
Operationalizing the Direction
Functions
Functional Analysis Identifying the unique and overlapping functions required to effectively implement the strategies Determining how to address gaps in functions and eliminate redundancies
Structures Organization Leadership Team Division Coordinating Team Unit 7 Unit 8 Unit 9 Unit Coordinating Team Division Coordinating Team Ad Hoc Collaborating Teams Division 2 Unit 4 Unit 5 Unit 6 Division 1 Unit 1 Unit 2 Unit 3 Organization Leadership Team
Structural Analysis Mapping an organizational structure aligned to the needed functions Comparing map to the current structure to identify redundancies, gaps or issues Restructuring to address redundancies, gaps or issues
Lesson Learned Discussions are most difficult Far too often functions and structures are the most ignored part of most strategic planning Identifying the purpose and personnel competencies of each division and unit is an important part of the discussion Some structural changes may take time and need to surface through action planning work
Designing Actionable Work
Action Planning
Lesson Learned All work related to goals, strategies and milestones needs to be represented Milestones may need to be added or reworded All members need a clear understanding of what collaboration is and is not Structure issues will surface as action planning takes place
Performance Feedback Loop
Lesson Learned Need to revisit Performance Measures What story needs to be told at the end of the first year? How are measures prioritized? What measures need to be developed?
Productivity Lens Making and Moving Things SHIFTING TO Knowledge and Service Work
Innovation Lens “the effort to create purposeful, focused change in an enterprise’s economic or social potential” Peter Drucker (2002) “a process, a series of steps that begins with imagination, and results in the creation of something of value for society” The National Science Foundation (2016) “a deviation from the standard practice that achieves greater learning outcomes for students than standard practice given equal (or lesser) amounts of time and resources” Redding, Twyman & Murphy (2013)
Innovation Lens Building an innovative culture of professionalism with entrepreneurship supports learning and acquisition of new skills encourages flexibility in thinking and action honors success while capitalizing on failures seeks both external and internal information sharing and collaboration
Division/Unit/Strand SPM Applying SPM Methods What if the whole agency has not undergone a systematic construction of strategic performance management? What if your Division, or your Unit within a Division, or your Strand of work that cuts across Units and Divisions, wants to up its game by adopting SPM methods?
Division/Unit/Strand SPM Define the Purpose. In consideration of where the agency is heading write a Purpose statement by consensus of staff and with vetting from other Divisions and some vetting with stakeholders. Forge Strategies. Strategies are little logic models. If we do this, then this will happen. Set Milestones. Now, in accordance with strategies that flow from the Purpose statement, where do you want to be in one year?
Division/Unit/Strand SPM Action Plan. Work groups create plans to meet the year-end Milestones. An action plan is made up of, what else?, actions. Each action is assigned to the person primarily responsible (but who will certainly get help-- collaboration), with a timeline and outputs designated. Feedback Loop. Now each month, each work group reports on the status of its work, and makes necessary adjustments in course.
Division/Unit/Strand SPM What is Collaboration and how is it arranged? How does the Division/Unit/Strand engage others in collaborative work?