1. Developing Organizational Capabilities SE Wisconsin ASTD Annual Expo November 14, 2001 Michael Venn, Ph.D. B.K. Simerson, Ed.D. Tradewinds Consulting, LLC

2. 2 Overview  The assessment The right questions The right measures Benefits of using a model Models  Practice  The plan Process Plan details

3. 3 Tradewinds Consulting, LLC The Right Questions  How important is this to achieving our business strategy/objectives?  How well are we doing this right now?  How well do we need to do this to be successful?

4. 4 Tradewinds Consulting, LLC The Right Measures  Start with the measures by which business success is currently judged  Encourage the addition of other measures if necessary  Necessary other measures are obvious after you create a plan

5. 5 Tradewinds Consulting, LLC Benefit of Using a Model  Aids you in being systematic and systemic  Allows you to identify areas of strength and target opportunities for improvement  Assists you in making valid and credible recommendations for change  The more sophisticated the model, the more thorough the analysis and the more valuable the insights

6. 6 Tradewinds Consulting, LLC Models - Examples  Simple models  Company’s “Model of a Business”  Sophisticated models

7. 7 Tradewinds Consulting, LLC Simple Models People Process Technology

8. Company’s “Model of Business” Amoco Renewal Star Structure Strategy Processes People Rewards Business Performance

9. Sophisticated Models Baldridge Criteria for Performance Excellence Framework 1 Leadership 2 Strategic Planning 5 Human Resource Focus 3 Customer and Market Focus 6 Process Management 7 Business Results Organizational Profile: Environment, Relationships, and Challenges 4 Information and Analysis

10. 10 Tradewinds Consulting, LLC Sophisticated Models Virtual CEO  Organization Strategy Mission, Vision, and Competitive Advantage External Assessment Internal Assessment Objectives, Initiatives, and Goals  Organization Design Basic Structure Core Competence Information, Systems, and Technology Organization Efficiency

11. 11 Tradewinds Consulting, LLC Virtual CEO - cont.  Organization Culture Values and Benefits Leadership Human Resources Systems Organization Character

12. 12 Tradewinds Consulting, LLC Practice

13. 13 Tradewinds Consulting, LLC Process  Select model What is the criticality of the situation? What fits stakeholders’ concept of the business?  Assess business against model Brainstorm Survey  Prioritize needs  Identify actions to address needs  Prioritize actions

14. 14 Tradewinds Consulting, LLC Process - cont.  Create action plan  Define any additional business measures  Identify barriers to implementation of action plan and add countermeasures to barriers  Implement action plan  Track progress against measures  Revise action plan as necessary

15. 15 Tradewinds Consulting, LLC Plan Details  Objective  Actions  Responsible party  Due date  Measure of success

16. 16 Tradewinds Consulting, LLC References  Strategic Business Principles by Jeffrey A. Rigsby and Guy Greco (available from http://www.virtualceo.com)  2001 Criteria for Performance Excellence (available from http://www.quality.nist.gov)

17. Tradewinds Consulting, LLC 17 Tradewinds Consulting, LLC B. K. Simerson, Ed.D. 630.513.5864 BKSim@avenew.com Michael Venn, Ph.D. 920.459.9462 MikeVenn@charter.net