1. PELORUS INTELLIGENCE AND TRAINING ACADEMY
STRATEGIC MANAGEMENT PROGRAM (SMP)
STRATEGY FORMULATION AND KPI PROGRAMS BY PELORUS INTELLIGENCE AND TRAINING ACADEMY

2. STRATEGIC MANAGEMENT AND KPI PROCESSES
Strategy Development
Implementation
Pre - Workshop preparation
Formulate Strategy Direction
Understand And Articulate Strategy
Establish
Strategic
Objectives –Strategy Map And Scorecard
Establish Performance Measurement
-Staff KRA/KPI
Manage and Implement Strategy
Build Managerial Competency And Skill
Establish strategic issues and main concern
Past performance analysis - Market, environment and customer analysis
Understand organizational analysis - internal and external factors
Review Agency structure and function
Articulate vision, mission, core values, strategic direction, CSF, accountabilities and deliverables
Establish strategy objectives for corporate
Strategy Map- tell the story of strategy
Scorecard – identify KPI for each strategic objective
Develop initiatives for strategic measures
Establish strategy objectives for departments (SBU and SSU)
Identify CSF, KRI and KPI for organization
Cascade organization’s BSC into department and unit
Cascade unit BSC to all staff
Identify Unit’s KRI and KPI (RI and PI)
Prepare staff BSC, KRA and KPI
Identify performance rating for reward systems
Establish report format and simple system
Data gathering for performance data collection
Prepare implementation and communication plan
How to carry out staff quarterly Assessment
Communicate result to the KP, senior management steam, entire staff in the organization
Basic strategic management and KPI
Team building using “Kamarika” approach
Leadership skills
Decision making and problem solving
Coaching and mentoring
Managing people
Business development
Project management
Identify agency needs for strategy formulation and KPI programs
Identify scope of work (phases), programs and agendas
Review and recompile existing strategy direction and objectives (BSC format)
Strategy work plan
Draft strategy
Issues and main concerns
Strategic direction
Agency Transformation Plan
Agency Strategy Map
Agency Balanced scorecard
Department/ Unit strategy and BSC
Staff KRA/ KPI
Implementation Plan
Communication Plan
Report Format
Leadership Competencies and traits

3. STRATEGY FORMULATION – BECOME A LEADING ORGANIZATION
Objective
Process
Activity
Output
Review organization status
SMP 201
Review existing performance and create baseline
Interview HOD/HOU
Fact findings
Review existing strategy direction and objectives
Ist Draft organization strategy map
Situational analysis (SPIN)
Draft CSF and KRI
Strategic document based on the existing information
Establish strategic direction
SMP 202
Review /formulate existing Strategic exercise
Information analysis:
•Internal / External Analysis
•Customer Analysis
Shareholders expectation
•Environmental Analysis
Revised Vision and mission statement
Identified long term targets
Established Key Strategies
Identify corporate critical success factors (CSF)
Develop strategic linkages
SMP 203A
Strategy Map
Development Exercise
•Customer Value Proposition Analysis
•Objective-To-Objective Analysis
•Result And Driver Analysis
identify Strategic Themes
Established Corporate Strategy Map
Linked Objective From One Perspective To Another
Develop corporate strategy matrix
SMP203B
Corporate Balanced Scorecard
•strategic Objective To Measure Analysis
•identify Initiative and Analysis
Draft Corporate BSC.
Identified Tracking Instrument
Finalized corporate Initiatives
Translate corporate goals into operational outputs
SMP204
Cascading & Alignment Exercise
•Develop Department strategy and Performance Analysis
•Measure-To-Measure Mapping
.Operating Unit Measures Are Linked To Corporate Measures
.Finalized Corporate BSC
.Operating Unit Operation Action Plan (OAP)
Performance Result Linkages

4. PERFORMANCE MEASUREMENT (KPI) EXERCISE – CREATE PRODUCTIVE AND INNOVATIVE STAFF
Objective
Process
Activity
Output
To Relate unit Performance Measure (KPI) To Corporate Performance
SMP 205A
KPI Development Exercise
Map unit BSC to department and corporate
Prepare HOU BSC
Identified Company-Wide KPIs inclusive of units
Established Individual KPIs And Linked To Unit BSC
To establish individual KRA/KPI
KRA/KPI development exercise
•KRA/ KPI Analysis
•Job Type Analysis
Staff KRA and KPI
To finalise KRA/KPI Planning Record
SMP 205B
Individual staff KPI record
Each staff to prepare and finalise his KPI form
Update PDP, initiatives
Final KPI planning record
Develop report format and basic system
SMP 207A
Performance measure format
Develop report format
Data gathering
Basic system using excel
Report format
Frequency of report
Basic system
Strategy implementation plan
SMP 207B
Implementation plan exercise
Prepare master plan for strategy activities
Communication plan
Update measure dictionary
Master plan
Communication
Measure dictionary Plan
Update OAP

5. STRATEGY FORMULATION AND KRA/KPI TRAINING AND CONSULTING MODULES
(2 selection-either 2A or 2B)
Scope of work
Deliverables 1
Pre-workshop
Fact findings and data gatherings
SMP 201
Ist Draft organization strategy map
Situational analysis (SPIN)
Draft CSF 2A
Workshop A – complete cycle of strategy direction and KPI program
Preparing agency strategic direction, KRI and CSF
Prepare strategic objectives (BSC format), KPI and initiatives
Cascade strategy to department and unit
Prepare HOD/HOU KPI
Prepare staff KPI
SMP 202
SMP 203A
SMP 203B
SMP 204A
SMP 205B
Agency strategy direction, KRI and CSF
Agency core strategy
Department/Unit strategy
Department /unit KRA/KPI
Staff final KPI 2B
Workshop B – Rely on existing organization strategy and direction
Review agency existing strategy direction and objectives
SMP 202 & SMP 203A
Reviewed Agency strategy direction Reviewed Agency strategy 3
Post-workshop
Establish report format and simple system
Data gathering for performance data collection
Implement strategy and KPI
SMP 207 A
SMP207A
SMP 207B
Simple system
Report format
Strategy Implementation Plan 4
Advisory
Quarterly/half yearly review on strategy
Review assessment
Review reporting and data gathering exercise
SMP 501

6. STANDARD KRA AND KPI TRAINING AND CONSULTING PROGRAMS FOR STRATEGIC FORMULATION AND KPI EXERCISE(‘1/2)
Phase
Course and topics
Module
Who / Days
Deliverables
PRE WORKSHOP
Discuss on the existing BSC and KPI team and scope of work
(GSMP day1)
Scope of work and phases (total of 6-10 days) workshop and 1 day documenting findings
Interview on strategy and CSF – all HOD
Discussion on org. structure and groupings
Fact findings and data gatherings
Review and recompile existing strategy direction and objectives (BSC format)
1 day - KPI team and selected HOD and natural team
(once only)
Approach to the KPI program and scope
Existing strategy (BSC format)
WORKSHOP
Phase 1A
Prepare agency strategy
(GSMP A - day2-3)
Prepare Agency strategy direction
Prepare agency Strategy objectives (BSC format)
Identify CSF, KRI and KPI for Agency
Prepare Agency strategic map and BSC
2 days – KPI Team, HOD/ HOU and senior officers and natural team only
Agency strategic direction
Agency BSC
Department BSC
Agency CSF, KRI and KPI
Phase 1B
Review existing strategy
Review existing strategy (BSC format)
Finalise Agency/Department Strategy objectives and direction
Identify CSF, KRI and KPI for Agency/Department
Prepare Agency and Department strategic map and BSC
1 day – KPI Team, HOD/ HOU and senior officers and natural team only
Phase 2
Prepare department strategy and CSF (GSMP 203B –day 4)
Cascade organization's strategy to units
Prepare department/unit strategy (BSC)
Prepare department /unit KRA, KRI and KPI
Prepare HOD/HOU KPI
1 day – HOD/ HOU, senior officers and natural team
Department BSC
Unit BSC

7. STANDARD KRA AND KPI TRAINING AND CONSULTING PROGRAM FOR STRATEGIC FORMULATION AND KPI EXERCISE (‘2/2)
Phase
Course and topics
Module
Who / Days
Deliverables
WORKSHOP
Phase 3
Unit and staff KPI
(GSMP 204A and 204B - day 5-6)
Update staff BSC and KRA
Prepare staff KRA and KPI-measures and targets
Finalise staff planning forms – initiatives, PDP, weight age and initiatives
2 days - HOD/HOU and all officers -
Note: 2 units per session (multiple sessions)
Group / Staff KRA
Staff KPI
Final staff KPI forms
Presentation To Management
Presentation to KP/KSU for acceptance
(GSMP Day 7 & 8)
Documenting and finalising Agency strategy and KPI findings.
Present phase 1 to 3 to KP and senior managers for acceptance
1 day- KPI team and selected HOD
1/2 day – KP and sr. officers
(Once only)
Strategic document - BSC and KPI
POST WORKSHOP
Phase 4
Data gathering , Reporting and formulate Simple Reporting system (GSMP Day 9)
Technique of assessment
KPI implementation and monitoring
Data gathering
Report format
Simple KPI system
1 day – KPI team, HOD, HOU and selected natural team
(Frequency - Once only)
Report format for unit, department and Agency
KPI dashboard
Advisory Services
Follow up on Unit and staff KPI
(GSMP 701)
Assisting unit and its staff in finalizing KPI forms and targets
½ -1 day per unit
(Frequency - as per request)
Implementation and monitoring of strategy, reporting and review assessment process
(GSMP701)
Proposed in April, July and October - during quarterly assessment exercise
(Optional)

8. FOR FURTHER INFORMATION PLEASE CONTACT
PELORUS INTELLIGENCE AND TRAINING ACADEMY
KRA Consultancy Resources ( P)
Razali Alwi – Principal Consultant. HP:
Yahmin Tahor – Marketing Manager. HP:
Address: No , UNITEN Commercial Centre, Kajang, Selangor Darul Ehsan, Malaysia
Fixed Line: :
Fax:
Web: pelorus.com
Blog; blogpelorus3.wordspeed.com
File: 000 KRA TRAINING AN OCNSULTANCY PROGRAM FOR GOVERNMENT PELORUS 2011