Effective Project Management Dashboards

Transcription

1 Effective Project Management Dashboards Lynn Hunsaker Effective Dashboards Connected, Actionable, Predictive Verify Impact Gasoline Expenses Measure Trends Closed Loop Communication Customer's Experience Measure via Survey Car Maintenance Create Leading Action Plans Miles per Gallon On-Time Delivery Leading Create Action Plans Satisfaction Ratings Big Picture Measures Actionable Measures Predictive Measures 1

2 Most Objectives Are Like Onions Most Visible Layer of Limited Use Many Layers Inside Inner Layers = Roots for New Growth! Cascading Objectives Worksheet Corporate Goal 6. Division Metrics 1. Cascading Focus Division Goal 5. Department Metrics 2. Cascading Focus Department Goal 4. Team Metrics Team Goal 3. Cascading Focus 2

3 Which KPIs are Symptoms or Root Causes? Objective: Minimize Costs MPH $/Gal MPG Ask Why 5 Times Root Causes: Root Causes Frequency: Supply List Distribution Drivers: Team's View Outdated Supply List Quality Results: Manager's View Wrong Item Code Market Results: Customer's View Lack of Training Ordered Wrong Part Order Accuracy Allowed by Procedures Delegated Coding Missing Item Code 2) Why? 1) Why? Root Out Problem 3) Why? 3

4 Root Causes of Symptoms Root Causes Are Leading Indicators Machines Management Environment Hybrid Spark Plugs Fuel Boost MPH Acceleration Deceleration Oil Change Tire Pressure Distractions Symptom: MPG Materials Methods Manpower Indicators Why Hierarchy of Leading Indicator Dashboard What & How Are Actionable Consequences Outputs Leading Indicators What Inputs Control Points How Resources Skills Stakeholders Culture 4

5 Predict Big Picture Results Consequence of : Indicator Customer Buys Again Why Output of Manager Level Timely Solution What Team Level Training & Database Identify Issues Confirm Solution Next Steps Inputs to Steps Decision Steps Steps How Resources Skills Stakeholders Culture Metrics Levers for Creative Solutions What Could Improve Inputs? What Could Improve Control Points? Ways I Might Influence This Lever? Resources Budget, materials, Information, space, tools Skills Education, expertise, experience Stakeholders Workers, management, suppliers, customers, investors, community, etc. Culture Attitude, values, politics, habits, ways of thinking & doing things 5

6 Balanced Scorecard Connected, Actionable, Predictive Customer Employee Productivity Financial Benchmark Consequences % Buy Again Outcomes % 1 st Call Control Points % Confirmed Inputs % DB Complete Levers % Trained % Deployed Nurture Leading Indicators: Tashiro Chart What Gets Measured Gets Managed Customer-Focused Problem Statement: Root Cause Metric: Root Cause Statement: Root Cause Goal: Goal Owner: 1) Action Plan Action Owner Action Deadline Goal Impact 2) 3) 4) 5) 6

7 Tips for Leading Indicators Applications: ROI Productivity Quality Customer Focus Product Price Promotion Distribution SetUp 2-Way Value Connect to big picture Identify root causes Focus on inputs & in-process Levers: resources, skills, culture Focus management support Close loop to re-set perceptions Actionable you control it Predictive early warnings Leverage clout, resources Let s Keep in Touch! Lynn Hunsaker Tel Lynn.Hunsaker@ClearAction.biz 20% Discount Code: PMPM 7