Background Management Council (MC) was briefed on approach in early Feb 2003 and approved it Agreed that every Service Group (SG) will participate in FY03 Agreed to 1-hour FY03 orientation training Would like to have only 1/3 of the SGs deliver actual presentations during the Performance Management Conference Every SG will submit a report Agreed on the suggested terminology changes Agreed on training approach has gone out to all members of the MC asking for Team Leader and Members by COB 28 February Orientation training will occur in March

PHASE 1 – Establish Performance Management Plan (PMP) Objective- Review and establish FY03 Performance Management Plan (Value proposition, strategy, performance objectives) PHASE 2 – Refine Performance Measures Objective - Review and refine performance measures and align them with the value proposition, strategy, and performance objectives PHASE 3 – Measure and Analyze Objective - Collect and analyze data Phase 4 - Implement Change Objective - Synthesize findings and implement change

PHASE 1 Phase Name Objective Establish Performance Management Plan (PMP) Review and establish FY03 performance plan Phase Components  Solidify FY03 teams  Attend FY03 orientation session  Revisit strategy and value proposition  Align performance objectives with strategy and value proposition  Obtain Executive Board approval of value proposition, objectives and strategy  Complete and submit Reporting Plan for Initiatives (recommendations) Phase Deliverables/Milestones 1. Finalize Team Leaders/Members and submit List to OQM 2. Submit PMP containing updated value proposition, strategy, and objectives 3. Attend Program Area meeting on Phase 1 Recommended Due Date: 11 April

PHASE 2 Phase Name Objective Phase Components Phase Deliverables/Milestones Refine Performance Measures Review and refine performance measures and align them with the value proposition, strategy, and objectives  Attend performance measures workshop led by consultant – Just in time (JIT) training  Revisit and update measures for FY03  Design customer assessment methodology  Plan how to collect and analyze data  Decide if benchmarking is appropriate  Validate current processes and identify opportunities for improvement (from “as is” to “to be”) 1. Submit FY03 PMP with reviewed strategy, value proposition, objectives, and measures 2. Attend Program Area meeting on Phase 2 Recommended Due Date: End of May

PHASE 3 Phase Name Objective Phase Components Phase Deliverables/Milestones Recommended Due Date: End of July PHASE 3 – Measure and Analyze Collect and analyze data  Execute methods to gather data  Conduct benchmarking activities  Monitor the progress and effectiveness of proposed changes  If needed, attend Process Behavior Charts training  Analyze data 1. Attend Program area meeting on Phase 3

PHASE 4 Phase Name Objective Phase Components Phase Deliverables/Milestones Recommended Due Date: End of January 2004 Implement Change Synthesize findings and implement change  Review data, develop findings, compare to objectives  Document lessons learned  Formulate initiatives for improvement (recommendations)  Update Performance Plan with new Initiatives based on findings  Implement new Initiatives  Monitor and document the progress of changes made  Document observations and results 1.Prepare FY03 presentation 2.Participate in Performance Management conference (if selected) 3.Provide feedback to OQM on FY03 process 4.Submit FY04 Performance Plan

Decisions (Approval) Associate Directors’ participation in the FY03 PM Initiative Accountable for SG performance Approve SGPM plan (Value Prop., Strategy, Objectives, Measures) Liaison between SG and External Customers  Periodically validate PMP (e.g., annually)  Identify new ICs Strategic Initiatives (changes in research priorities that may impact services received by central services  Obtain planned feedback (e.g., performance)  Educate (resource needs to meet service requests, constraints, difference in needs from IC to IC)  Address specific performance questions, requirements, complaints Manage (approve and assess) the implementation of initiatives (recommendations)

Decisions (Approval) Agree on ORS common performance measures Agree on ORS scorecard (performance management tool) Accountable for ORS scorecard performance