Overview

The lack of accomplishment of objectives is an all too common problem in organizations world-wide. Performance surveys across multiple organizations and industries routinely show excessively wide variation in the percentage of objectives people achieve relative to their commitments.

This workshop teaches simple tools and techniques for managers to apply a world-class methodology for the operational control of processes. Participants learn an effective and practical process for helping people at all organizational levels reliably meet their business objectives. The workshop takes direct aim at improving management and team effectiveness and capability, as well as improving teamwork and synergy. The tools and approach used are based on best practices used by leading companies known for superior execution. Participants learn how to apply closed-loop thinking to significantly enhance their ability to achieve desired results.

Effective management controls help address both planning and execution deficiencies, and are a critical component driving the success of major change initiatives, such as Lean Manufacturing and Six Sigma, in High Reliability Organizations.

Workshop content is fully integrated with the Hoishin Kanri leadership process taught in SatiStar’s Policy Deployment workshop. Organizations use Hoishin Kanri to align actual organizational activities with the overall strategic intent of the organization. Participants may choose to take this workshop on a “stand-alone” basis or after they have taken the Policy deployment workshop.

Approach

This one-day workshop provides participants the principles and practices associated with effective management control by means of classroom lectures, discussions and breakout activities. Numerous references to examples and case studies are used to show how objectives are managed for success.
Subsequent to the workshop, participants apply what they have learned to the business processes that they manage. Participants create and review plans to deploy management control thinking on the job. Participants are also taught how to use group review sessions to review business results and performance.

What You Will Learn

Overview

• Positioning
• Conceptual overview
  • The Deming cycle
  • Closed loop thinking
  • Policy Deployment concepts
• Benefits

Objectives and Key Performance Indicators

• Understanding the link between strategies, objectives and measures
• Identifying critical processes (transactional and coordination)
• Setting objectives for processes
  • Ensuring consistency with related processes
• Developing key performance indicators
• Measurable targets
• Plans to achieve the targets
• Aligning and coordinating objectives at all levels in the organization

Management control systems

• Create and implement relevant management controls using the 4-Panel Report tool
• How to use 4-Panel Reports to drive the achievement of results
• How to create a mechanism for results-based process performance feedback
• Management team review processes
• Using Statistical Process Control methodology to monitor and control process KPIs
  • Identifying when managerial action is needed to correct process deviations
• Ensuring consistency with related processes

Designing for success

• Understanding your current planning and management control systems
• Achieving leadership alignment on management control system thinking
• Common failure modes and countermeasures.

Training Outcomes

Graduates will have an understanding of the design and effective use of management controls and will have applied their knowledge to create a performance measurement and tracking system that will be used to manage the achievement of those objectives. As a consequence, graduates will have improved their capability to create, manage, and execute reliably on objectives.

Typical attendees include leadership and management teams, strategic planners, those interested in planning and achieving significant improvement in performance and organizational alignment, and all those employees who wish to execute more reliably on their objectives.

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