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Provides the foundation and tools that are essential for an enterprise to bring Operational Excellence into their organizational culture; gain maximum results, benefits and value
Strategies for and implementing details for enterprises at all levels of maturity from those with programs in place to those looking to improve safety, health, environment performance as well as the efficiency and effectiveness of their operations Includes topics from concept to sustainability satisfying knowledge requirements of all levels in the organization Defines program objectives; develops improvement…mehr
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Provides the foundation and tools that are essential for an enterprise to bring Operational Excellence into their organizational culture; gain maximum results, benefits and value
Strategies for and implementing details for enterprises at all levels of maturity from those with programs in place to those looking to improve safety, health, environment performance as well as the efficiency and effectiveness of their operations
Includes topics from concept to sustainability satisfying knowledge requirements of all levels in the organization
Defines program objectives; develops improvement strategies; identifies and prioritizes improvement opportunities; implements improvement plans; monitors, continuously improves and sustains results
Applicable to a broad variety of operating enterprises, academic institutions and third party implementing organizations
Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
Strategies for and implementing details for enterprises at all levels of maturity from those with programs in place to those looking to improve safety, health, environment performance as well as the efficiency and effectiveness of their operations
Includes topics from concept to sustainability satisfying knowledge requirements of all levels in the organization
Defines program objectives; develops improvement strategies; identifies and prioritizes improvement opportunities; implements improvement plans; monitors, continuously improves and sustains results
Applicable to a broad variety of operating enterprises, academic institutions and third party implementing organizations
Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
Produktdetails
- Produktdetails
- Verlag: Wiley & Sons
- 1. Auflage
- Seitenzahl: 344
- Erscheinungstermin: 23. März 2015
- Englisch
- Abmessung: 240mm x 161mm x 23mm
- Gewicht: 597g
- ISBN-13: 9781118618011
- ISBN-10: 1118618017
- Artikelnr.: 41121406
- Verlag: Wiley & Sons
- 1. Auflage
- Seitenzahl: 344
- Erscheinungstermin: 23. März 2015
- Englisch
- Abmessung: 240mm x 161mm x 23mm
- Gewicht: 597g
- ISBN-13: 9781118618011
- ISBN-10: 1118618017
- Artikelnr.: 41121406
John Mitchell has held a wide range of executive, managerial and technical positions over the course of his 40 year professional career. He has been a strong, visible advocate for the development and implementation of business, technical, and operating strategies for Operational Excellence, Physical Asset Management, Reliability and Maintenance improvement. He has delivered numerous presentations and workshops throughout the world stressing the necessity, financial and business benefits of optimizing organizational culture and work processes. In semi retirement he provides mentoring and coaching for organizations committed to improving the effectiveness and productivity of their operations.
Biography of John S. Mitchell xv Preface Journey to Operational Excellence
xvii Acknowledgments xxi Introduction 1 1 Operational Excellence--The
Imperative 7 Definition of Operational Excellence 7 Definitions from
Leading Global Enterprises 8 A Simpler Definition for Operational
Excellence 9 Operational Excellence Embraces Everyone in an Enterprise 9
Operational Excellence Improves Efficiency 10 Efficiency and Effectiveness
10 A Familiar Program 11 Description 12 The Journey 13 Roadmap to
Operational Excellence 14 Reliability 14 Risk 15 Changes in the
Business/Mission Environment 15 Conventional Operations Management 16
Maintenance Within an Operating Enterprise 17 Managing Improvement
Initiatives 17 The Solution 19 Leadership 20 Working Level Improvement
Action Teams 20 Operational Excellence Improvement Initiatives 21
Sustainability 22 Effectiveness and Value Throughout the Enterprise 22 The
Operational Excellence Initiative 23 Operating Performance Excellence 24
Asset Performance Excellence 24 Success--Greater Than the Sum of the Parts
25 Essentials for Success 25 Application 26 What You Should Take Away 26 2
Application of Operational Excellence 29 Process Characteristics 29
Operating/Market Environment 31 Enterprise Strategy 32 Strategic and
Tactical Endeavors 33 Growth Strategy 34 Effectiveness 34 Changes in the
Operating Environment 34 Value 35 Journey into the Future 36 What You
Should Take Away 39 3 Foundation Principles 41 Operational Excellence--A
Program Equivalent to Safety 41 Use of Proven Practices 42 Scope of
Operational Excellence 43 Financial Considerations 44 Driven by
Business/Mission Results 45 Foundation Principles 47 Principles of
Operational Excellence 47 Six D's of Operational Excellence 47 Eight
Elements of the Operational Excellence Program 48 Results 49 Leadership 49
Requirements 50 Program Definition 50 Supporting Practices and Procedures
50 Working Culture 51 Information Management 51 Follow-Up 52 Implementing
the Operational Excellence Program 52 Benefits of Operational Excellence 52
Improved SHE/EHS Performance 52 Reduced Risk 53 Improved Production/Mission
Operational Effectiveness 53 Improved Reliability 54 Greater
Predictability--Reduced Variation 54 Improved Capital Effectiveness 54 What
You Should Take Away 54 4 The Operational Excellence Program--Overview 57
Initiation 57 The Value Principle 59 Use of Proven Practices Processes and
Technology 61 Operational Excellence Program 63 Improvement Processes 64
The Operational Excellence DIPICI Process 65 Implementing Sequence 66
Program Elements 67 Essentials for Success 67 Results 67 Leadership 68
Requirements 68 Program Definition 68 Practices and Procedures 69 Working
Culture 72 Information Management 74 Follow-Up 74 Implementation 75 Where
and How to Begin? 77 Considerations for Commencing with a Pilot 79 Third
Party Facilitation Assistance 79 What You Should Take Away 80 5 Business
and Financial Elements 81 Connection to Business Results 81 Performance
Measures 82 The Opportunity 83 Profit Center Mentality 83 Justifying
Improvements 84 Value Prioritization 85 Value Imperative for Operational
Excellence 85 Definition 85 Financial Orientation 86 The Financial
Statement 86 Selecting Financial Measures of Performance 87 Accurate
Lifetime Cost Tracking 88 The Business Value Model 89 Value Within an
Operating Environment 92 Value Within Operations and Maintenance 93
Operating Effectiveness 93 Overall Operational Effectiveness 93 Real
Compared to Normalized Values 95 Leveraging Mission/Conversion
Effectiveness 95 What You Should Take Away 97 6 The Essential Evolution to
Real-Time Business Operational Excellence 99 Background 100 Necessity for
Real-Time Operational Excellence 101 Integrated Business and Operations
System 102 Real-Time Business Focus 102 Developing Real-Time
Business-Driven Operational Excellence 105 Segmenting a Complex Concept 107
What You Should Take Away 111 7 Leadership Vision Strategy 113 Executive
Champion 113 Visibly Engaged 114 Communicate Compelling Vision 115 Define
Overall Enterprise Business Strategy 116 Translate Business/Mission
Objectives into Program Requirements 116 Select Appoint and Empower
Operational Leaders 116 Continuing Tasks 116 Steering Team 117 General
Guidelines 118 Appoint Operational Excellence Program Leader/Champion 119
Define Program Charter 119 Facilitate Teamwork 121 Empowered Decisions 121
Leadership Succession 122 Program Leader/Champion 123 Summarized Duties and
Responsibilities 123 Program Leadership Team 124 What You Should Take Away
125 8 Safety and Human Performance Excellence 127 Safety Performance
Excellence 127 Risk Management 127 Human Performance Excellence 130
Automation Technologies 131 Improvement Culture 132 What You Should Take
Away 133 9 Define the Program and Program Objectives 135 Executive
Leadership 136 Operating Organization 136 Steering Team 136 Program
Leader/Champion 139 Program Plan 139 Program Objectives 140 Mission
Statement 140 Charter 141 Principles 142 Values 142 Program Strategy 143
Organization: Management Control and Administrative Systems 144
Organizational Objectives 146 Business and Risk Models 147 Formulate
Program Operating Plan 147 Appoint Working-Level Leaders--Champions 150
Program Leadership Team 151 Add/Optimize Supporting Processes 153
Information Structure and System 153 Activity-Based Management/Accounting
154 Roll Out Operational Excellence Program 155 Maintain Motivation and
Enthusiasm 155 Clear Acknowledgement that Sustainable Progress Requires
Time 155 What You Should Take Away 156 10 Optimize the Organization 157
Organizational Requirements for Successful Operational Excellence 158
Inspiring People 158 Consistency of Message and Action 159 Necessity for
Improvement Requirements and Overall Objectives 159 Empowerment 160
Establish the Basis for Organizational Improvement 161 Initiating
Organizational Improvement 163 Improvement Management Process 163 Identify
Potential Structural and Organizational Improvements 164 Move the
Organization from Management Control to Team Partnership 164 Work Culture
165 Achieving Individual and Organizational Success 165 Improving Behaviors
166 Skills Management and Training 166 Information as a Basis for Training
167 Personnel Reductions 168 Necessity for Effective Communications 169
Communications Requirements 170 Communication Groups 171 Messaging 174
Communications Program 175 Communications Team 175 Methods of Communication
176 Address all Anticipated Concerns 177 What You Should Take Away 177 11
Conduct Initial Training Workshops 179 Establish Team Training Facilitation
and Review Process 180 Technical Training 180 Workshop Description 181
Workshop Process 181 Review and Refine Program Basis 184 What You Should
Take Away 184 12 Identify and Value Prioritize Opportunities for
Improvement 185 Validate Scope of Improvements 185 Opportunity
Identification Process 187 Primary Detractors from Business/Mission
Effectiveness 188 Performance Objectives 188 Improvement Methods 190
Step-Change Improvement 190 Continuous Improvement 191 Identifying Specific
Potential Improvements 191 Quantify and Prioritize Opportunities--In
Business Terms 193 Value Prioritization 194 Necessity for Complete Accurate
Data 194 Identify Below-Average Performance and Performers 195 History 195
Categories of Performance 196 Safety Health Environment 196 Conformance to
Business/Mission Objectives 196 Multiple Objectives 197 Methods for
Identifying Opportunities 197 Pareto Analysis 197 Risk 201 Risk Analysis
203 Failure Modes and Effects Analysis 205 Financial Normalization 207
Analyze to Determine Highest Potential Value Opportunities 207 Identify
Value Potential Probability of Success 208 Valuation Challenges 209 Final
Stage 209 Construct Priority List for Improvement 210 Expand Leadership
Team 210 What You Should Take Away 211 13 Process Reliability Techniques
Help Make More Money 213 Introduction 213 Pareto Distribution 214 Cause of
Deficiencies 215 Traditional Weibull Plots 216 Process Weibull Plot 216
Waste and the Hidden Factory 218 Production Weibull Analysis 219
World-Class Performance 219 4th Quartile Performance 221 Weibull Probit
Analysis 223 First Compared to Fourth Quartile Performance 224 What You
Should Take Away 226 References 227 14 Plan Opportunities for Improvement
229 Appoint Improvement Action Teams 230 Responsibilities 230 Refine
Preliminary Improvement Plans 232 Refine Improvement Opportunities 233
Obtain Required Information 233 Validate Value Delivered: Contribution to
Enterprise Business/Mission Objectives 234 Confirm Priority to Assure
Greatest Return 235 Select Set of Improvement Opportunities for Detailed
Plan Development 235 Prioritize Actions for Quick Results 236 Under Promise
Over Perform 236 Compensate for Inadequate or Incomplete Information 236
Develop Detailed Improvement Action Plans for Highest Value Improvements
237 Define Starting Point 237 Identify Requirements for Success 237 Detail
Action Steps 238 Define Investment and Resources 239 Estimate Probability
of Success: Potential Risk and Barriers 239 Identify Responsibility 240
Validate Contribution of Planned Results--Benefit/Cost--to Program and
Enterprise Business/Mission Objectives 240 Formulate Transition Plan 240
Develop Continuous Improvement and Sustaining Plans 241 Consider Pilot
Implementation 242 Finalize and Submit Improvement Action Plans for
Approval 243 Following Approval 244 What You Should Take Away 245 15
Measures of Performance--Metrics and KPIs 247 Types of Metrics 248 Activity
Metrics 249 Results Metrics 249 Leading and Lagging Metrics 250
Establishing Objectives 250 Benchmarks 251 Use of Metrics 252 Requirements
253 Characteristics 255 Definitions 256 Establish Magnitude of
Value/Opportunity 257 Hierarchy of Operational Excellence Metrics 259
Operating Effectiveness 259 Lost Opportunity 262 Quality 262 Other Metrics
262 Selection of Metrics 263 Applicability 263 Best Measures 263
Concentrate on Results and Success 265 Key Performance Indicators 265
Graphical Displays 266 Benefits of Metrics 267 What You Should Take Away
268 16 Implement--Improvement Action Plans 269 Refine the Organization 270
Deploy Resources 272 Purchase Capital Equipment 272 Conduct Training 272
Deploy Practices and Technology 273 Implement Improvement Action Plans 274
Establish Internal Oversight and Monitoring 275 Drive the Improvement
Process 276 Overcome Barriers 276 Communicate Results and Successes 277
What You Should Take Away 277 17 Performance Assessments 279 Overall
Description 280 Assessment Methods 280 Assessment Process 281 Assessment
Preparation 282 Identify Operating/Functional Unit and Requirements 282
Identify the Specific Program Program Element and Procedure to be Assessed
282 Identify Stakeholders 282 Select a Qualified Assessment Team and Team
Leader 282 Site Appoints Host and Establishes Timing Commencement and
Completion 282 Strategically Plan the Assessment 283 Perform the Assessment
285 Alignment Meeting 286 Assessment Procedure 286 Assessment Template 288
Background 288 Template Organization 289 Evaluating Results 291 Necessity
for Additional Assessment 291 Conclusion Summary Recommendations and Site
Wrap Up 292 Prepare Formal Assessment Report 292 Executive Summary: Key
Findings and Recommendations 292 Introduction and Objectives 293
Conclusions and Recommendations 293 Narrative 293 Appendices 293 Report
Submission 294 Actions Required from Assessed Operating Unit 294 Leadership
294 Formal and Informal Employee Satisfaction Surveys 294 What You Should
Take Away 295 18 Check--Measure and Manage Results 297 Begin with Metrics
298 Conduct Assessments and Surveys 298 Formal Performance Assessments 299
Confirm Results and Contribution to Enterprise Value and Strategy 300
Continue Checking Until Confident that Improvement is Fully Sustained 301
What You Should Take Away 301 19 Improve--Institutionalize and Sustain
Gains 303 Improve and Sustain 303 Continuous Improvement 304 Continue
Follow-Up: Adjust/Refine Improve and Extend Improvement Action Plans 304
Expand and Increase Ownership Responsibility Accountability and Commitment
304 Continue Training 305 Achieving Sustainability 305 Institutionalize
Success 306 Communicate and Publicize Progress and Results 306 Overcome
Resistance 307 Results-Based Compensation 308 Some Lessons Learned 308
Final Comment 310 What You Should Take Away 310 20 Conclusion--Now It Is Up
To You! 311 Index 313
xvii Acknowledgments xxi Introduction 1 1 Operational Excellence--The
Imperative 7 Definition of Operational Excellence 7 Definitions from
Leading Global Enterprises 8 A Simpler Definition for Operational
Excellence 9 Operational Excellence Embraces Everyone in an Enterprise 9
Operational Excellence Improves Efficiency 10 Efficiency and Effectiveness
10 A Familiar Program 11 Description 12 The Journey 13 Roadmap to
Operational Excellence 14 Reliability 14 Risk 15 Changes in the
Business/Mission Environment 15 Conventional Operations Management 16
Maintenance Within an Operating Enterprise 17 Managing Improvement
Initiatives 17 The Solution 19 Leadership 20 Working Level Improvement
Action Teams 20 Operational Excellence Improvement Initiatives 21
Sustainability 22 Effectiveness and Value Throughout the Enterprise 22 The
Operational Excellence Initiative 23 Operating Performance Excellence 24
Asset Performance Excellence 24 Success--Greater Than the Sum of the Parts
25 Essentials for Success 25 Application 26 What You Should Take Away 26 2
Application of Operational Excellence 29 Process Characteristics 29
Operating/Market Environment 31 Enterprise Strategy 32 Strategic and
Tactical Endeavors 33 Growth Strategy 34 Effectiveness 34 Changes in the
Operating Environment 34 Value 35 Journey into the Future 36 What You
Should Take Away 39 3 Foundation Principles 41 Operational Excellence--A
Program Equivalent to Safety 41 Use of Proven Practices 42 Scope of
Operational Excellence 43 Financial Considerations 44 Driven by
Business/Mission Results 45 Foundation Principles 47 Principles of
Operational Excellence 47 Six D's of Operational Excellence 47 Eight
Elements of the Operational Excellence Program 48 Results 49 Leadership 49
Requirements 50 Program Definition 50 Supporting Practices and Procedures
50 Working Culture 51 Information Management 51 Follow-Up 52 Implementing
the Operational Excellence Program 52 Benefits of Operational Excellence 52
Improved SHE/EHS Performance 52 Reduced Risk 53 Improved Production/Mission
Operational Effectiveness 53 Improved Reliability 54 Greater
Predictability--Reduced Variation 54 Improved Capital Effectiveness 54 What
You Should Take Away 54 4 The Operational Excellence Program--Overview 57
Initiation 57 The Value Principle 59 Use of Proven Practices Processes and
Technology 61 Operational Excellence Program 63 Improvement Processes 64
The Operational Excellence DIPICI Process 65 Implementing Sequence 66
Program Elements 67 Essentials for Success 67 Results 67 Leadership 68
Requirements 68 Program Definition 68 Practices and Procedures 69 Working
Culture 72 Information Management 74 Follow-Up 74 Implementation 75 Where
and How to Begin? 77 Considerations for Commencing with a Pilot 79 Third
Party Facilitation Assistance 79 What You Should Take Away 80 5 Business
and Financial Elements 81 Connection to Business Results 81 Performance
Measures 82 The Opportunity 83 Profit Center Mentality 83 Justifying
Improvements 84 Value Prioritization 85 Value Imperative for Operational
Excellence 85 Definition 85 Financial Orientation 86 The Financial
Statement 86 Selecting Financial Measures of Performance 87 Accurate
Lifetime Cost Tracking 88 The Business Value Model 89 Value Within an
Operating Environment 92 Value Within Operations and Maintenance 93
Operating Effectiveness 93 Overall Operational Effectiveness 93 Real
Compared to Normalized Values 95 Leveraging Mission/Conversion
Effectiveness 95 What You Should Take Away 97 6 The Essential Evolution to
Real-Time Business Operational Excellence 99 Background 100 Necessity for
Real-Time Operational Excellence 101 Integrated Business and Operations
System 102 Real-Time Business Focus 102 Developing Real-Time
Business-Driven Operational Excellence 105 Segmenting a Complex Concept 107
What You Should Take Away 111 7 Leadership Vision Strategy 113 Executive
Champion 113 Visibly Engaged 114 Communicate Compelling Vision 115 Define
Overall Enterprise Business Strategy 116 Translate Business/Mission
Objectives into Program Requirements 116 Select Appoint and Empower
Operational Leaders 116 Continuing Tasks 116 Steering Team 117 General
Guidelines 118 Appoint Operational Excellence Program Leader/Champion 119
Define Program Charter 119 Facilitate Teamwork 121 Empowered Decisions 121
Leadership Succession 122 Program Leader/Champion 123 Summarized Duties and
Responsibilities 123 Program Leadership Team 124 What You Should Take Away
125 8 Safety and Human Performance Excellence 127 Safety Performance
Excellence 127 Risk Management 127 Human Performance Excellence 130
Automation Technologies 131 Improvement Culture 132 What You Should Take
Away 133 9 Define the Program and Program Objectives 135 Executive
Leadership 136 Operating Organization 136 Steering Team 136 Program
Leader/Champion 139 Program Plan 139 Program Objectives 140 Mission
Statement 140 Charter 141 Principles 142 Values 142 Program Strategy 143
Organization: Management Control and Administrative Systems 144
Organizational Objectives 146 Business and Risk Models 147 Formulate
Program Operating Plan 147 Appoint Working-Level Leaders--Champions 150
Program Leadership Team 151 Add/Optimize Supporting Processes 153
Information Structure and System 153 Activity-Based Management/Accounting
154 Roll Out Operational Excellence Program 155 Maintain Motivation and
Enthusiasm 155 Clear Acknowledgement that Sustainable Progress Requires
Time 155 What You Should Take Away 156 10 Optimize the Organization 157
Organizational Requirements for Successful Operational Excellence 158
Inspiring People 158 Consistency of Message and Action 159 Necessity for
Improvement Requirements and Overall Objectives 159 Empowerment 160
Establish the Basis for Organizational Improvement 161 Initiating
Organizational Improvement 163 Improvement Management Process 163 Identify
Potential Structural and Organizational Improvements 164 Move the
Organization from Management Control to Team Partnership 164 Work Culture
165 Achieving Individual and Organizational Success 165 Improving Behaviors
166 Skills Management and Training 166 Information as a Basis for Training
167 Personnel Reductions 168 Necessity for Effective Communications 169
Communications Requirements 170 Communication Groups 171 Messaging 174
Communications Program 175 Communications Team 175 Methods of Communication
176 Address all Anticipated Concerns 177 What You Should Take Away 177 11
Conduct Initial Training Workshops 179 Establish Team Training Facilitation
and Review Process 180 Technical Training 180 Workshop Description 181
Workshop Process 181 Review and Refine Program Basis 184 What You Should
Take Away 184 12 Identify and Value Prioritize Opportunities for
Improvement 185 Validate Scope of Improvements 185 Opportunity
Identification Process 187 Primary Detractors from Business/Mission
Effectiveness 188 Performance Objectives 188 Improvement Methods 190
Step-Change Improvement 190 Continuous Improvement 191 Identifying Specific
Potential Improvements 191 Quantify and Prioritize Opportunities--In
Business Terms 193 Value Prioritization 194 Necessity for Complete Accurate
Data 194 Identify Below-Average Performance and Performers 195 History 195
Categories of Performance 196 Safety Health Environment 196 Conformance to
Business/Mission Objectives 196 Multiple Objectives 197 Methods for
Identifying Opportunities 197 Pareto Analysis 197 Risk 201 Risk Analysis
203 Failure Modes and Effects Analysis 205 Financial Normalization 207
Analyze to Determine Highest Potential Value Opportunities 207 Identify
Value Potential Probability of Success 208 Valuation Challenges 209 Final
Stage 209 Construct Priority List for Improvement 210 Expand Leadership
Team 210 What You Should Take Away 211 13 Process Reliability Techniques
Help Make More Money 213 Introduction 213 Pareto Distribution 214 Cause of
Deficiencies 215 Traditional Weibull Plots 216 Process Weibull Plot 216
Waste and the Hidden Factory 218 Production Weibull Analysis 219
World-Class Performance 219 4th Quartile Performance 221 Weibull Probit
Analysis 223 First Compared to Fourth Quartile Performance 224 What You
Should Take Away 226 References 227 14 Plan Opportunities for Improvement
229 Appoint Improvement Action Teams 230 Responsibilities 230 Refine
Preliminary Improvement Plans 232 Refine Improvement Opportunities 233
Obtain Required Information 233 Validate Value Delivered: Contribution to
Enterprise Business/Mission Objectives 234 Confirm Priority to Assure
Greatest Return 235 Select Set of Improvement Opportunities for Detailed
Plan Development 235 Prioritize Actions for Quick Results 236 Under Promise
Over Perform 236 Compensate for Inadequate or Incomplete Information 236
Develop Detailed Improvement Action Plans for Highest Value Improvements
237 Define Starting Point 237 Identify Requirements for Success 237 Detail
Action Steps 238 Define Investment and Resources 239 Estimate Probability
of Success: Potential Risk and Barriers 239 Identify Responsibility 240
Validate Contribution of Planned Results--Benefit/Cost--to Program and
Enterprise Business/Mission Objectives 240 Formulate Transition Plan 240
Develop Continuous Improvement and Sustaining Plans 241 Consider Pilot
Implementation 242 Finalize and Submit Improvement Action Plans for
Approval 243 Following Approval 244 What You Should Take Away 245 15
Measures of Performance--Metrics and KPIs 247 Types of Metrics 248 Activity
Metrics 249 Results Metrics 249 Leading and Lagging Metrics 250
Establishing Objectives 250 Benchmarks 251 Use of Metrics 252 Requirements
253 Characteristics 255 Definitions 256 Establish Magnitude of
Value/Opportunity 257 Hierarchy of Operational Excellence Metrics 259
Operating Effectiveness 259 Lost Opportunity 262 Quality 262 Other Metrics
262 Selection of Metrics 263 Applicability 263 Best Measures 263
Concentrate on Results and Success 265 Key Performance Indicators 265
Graphical Displays 266 Benefits of Metrics 267 What You Should Take Away
268 16 Implement--Improvement Action Plans 269 Refine the Organization 270
Deploy Resources 272 Purchase Capital Equipment 272 Conduct Training 272
Deploy Practices and Technology 273 Implement Improvement Action Plans 274
Establish Internal Oversight and Monitoring 275 Drive the Improvement
Process 276 Overcome Barriers 276 Communicate Results and Successes 277
What You Should Take Away 277 17 Performance Assessments 279 Overall
Description 280 Assessment Methods 280 Assessment Process 281 Assessment
Preparation 282 Identify Operating/Functional Unit and Requirements 282
Identify the Specific Program Program Element and Procedure to be Assessed
282 Identify Stakeholders 282 Select a Qualified Assessment Team and Team
Leader 282 Site Appoints Host and Establishes Timing Commencement and
Completion 282 Strategically Plan the Assessment 283 Perform the Assessment
285 Alignment Meeting 286 Assessment Procedure 286 Assessment Template 288
Background 288 Template Organization 289 Evaluating Results 291 Necessity
for Additional Assessment 291 Conclusion Summary Recommendations and Site
Wrap Up 292 Prepare Formal Assessment Report 292 Executive Summary: Key
Findings and Recommendations 292 Introduction and Objectives 293
Conclusions and Recommendations 293 Narrative 293 Appendices 293 Report
Submission 294 Actions Required from Assessed Operating Unit 294 Leadership
294 Formal and Informal Employee Satisfaction Surveys 294 What You Should
Take Away 295 18 Check--Measure and Manage Results 297 Begin with Metrics
298 Conduct Assessments and Surveys 298 Formal Performance Assessments 299
Confirm Results and Contribution to Enterprise Value and Strategy 300
Continue Checking Until Confident that Improvement is Fully Sustained 301
What You Should Take Away 301 19 Improve--Institutionalize and Sustain
Gains 303 Improve and Sustain 303 Continuous Improvement 304 Continue
Follow-Up: Adjust/Refine Improve and Extend Improvement Action Plans 304
Expand and Increase Ownership Responsibility Accountability and Commitment
304 Continue Training 305 Achieving Sustainability 305 Institutionalize
Success 306 Communicate and Publicize Progress and Results 306 Overcome
Resistance 307 Results-Based Compensation 308 Some Lessons Learned 308
Final Comment 310 What You Should Take Away 310 20 Conclusion--Now It Is Up
To You! 311 Index 313
Biography of John S. Mitchell xv Preface Journey to Operational Excellence
xvii Acknowledgments xxi Introduction 1 1 Operational Excellence--The
Imperative 7 Definition of Operational Excellence 7 Definitions from
Leading Global Enterprises 8 A Simpler Definition for Operational
Excellence 9 Operational Excellence Embraces Everyone in an Enterprise 9
Operational Excellence Improves Efficiency 10 Efficiency and Effectiveness
10 A Familiar Program 11 Description 12 The Journey 13 Roadmap to
Operational Excellence 14 Reliability 14 Risk 15 Changes in the
Business/Mission Environment 15 Conventional Operations Management 16
Maintenance Within an Operating Enterprise 17 Managing Improvement
Initiatives 17 The Solution 19 Leadership 20 Working Level Improvement
Action Teams 20 Operational Excellence Improvement Initiatives 21
Sustainability 22 Effectiveness and Value Throughout the Enterprise 22 The
Operational Excellence Initiative 23 Operating Performance Excellence 24
Asset Performance Excellence 24 Success--Greater Than the Sum of the Parts
25 Essentials for Success 25 Application 26 What You Should Take Away 26 2
Application of Operational Excellence 29 Process Characteristics 29
Operating/Market Environment 31 Enterprise Strategy 32 Strategic and
Tactical Endeavors 33 Growth Strategy 34 Effectiveness 34 Changes in the
Operating Environment 34 Value 35 Journey into the Future 36 What You
Should Take Away 39 3 Foundation Principles 41 Operational Excellence--A
Program Equivalent to Safety 41 Use of Proven Practices 42 Scope of
Operational Excellence 43 Financial Considerations 44 Driven by
Business/Mission Results 45 Foundation Principles 47 Principles of
Operational Excellence 47 Six D's of Operational Excellence 47 Eight
Elements of the Operational Excellence Program 48 Results 49 Leadership 49
Requirements 50 Program Definition 50 Supporting Practices and Procedures
50 Working Culture 51 Information Management 51 Follow-Up 52 Implementing
the Operational Excellence Program 52 Benefits of Operational Excellence 52
Improved SHE/EHS Performance 52 Reduced Risk 53 Improved Production/Mission
Operational Effectiveness 53 Improved Reliability 54 Greater
Predictability--Reduced Variation 54 Improved Capital Effectiveness 54 What
You Should Take Away 54 4 The Operational Excellence Program--Overview 57
Initiation 57 The Value Principle 59 Use of Proven Practices Processes and
Technology 61 Operational Excellence Program 63 Improvement Processes 64
The Operational Excellence DIPICI Process 65 Implementing Sequence 66
Program Elements 67 Essentials for Success 67 Results 67 Leadership 68
Requirements 68 Program Definition 68 Practices and Procedures 69 Working
Culture 72 Information Management 74 Follow-Up 74 Implementation 75 Where
and How to Begin? 77 Considerations for Commencing with a Pilot 79 Third
Party Facilitation Assistance 79 What You Should Take Away 80 5 Business
and Financial Elements 81 Connection to Business Results 81 Performance
Measures 82 The Opportunity 83 Profit Center Mentality 83 Justifying
Improvements 84 Value Prioritization 85 Value Imperative for Operational
Excellence 85 Definition 85 Financial Orientation 86 The Financial
Statement 86 Selecting Financial Measures of Performance 87 Accurate
Lifetime Cost Tracking 88 The Business Value Model 89 Value Within an
Operating Environment 92 Value Within Operations and Maintenance 93
Operating Effectiveness 93 Overall Operational Effectiveness 93 Real
Compared to Normalized Values 95 Leveraging Mission/Conversion
Effectiveness 95 What You Should Take Away 97 6 The Essential Evolution to
Real-Time Business Operational Excellence 99 Background 100 Necessity for
Real-Time Operational Excellence 101 Integrated Business and Operations
System 102 Real-Time Business Focus 102 Developing Real-Time
Business-Driven Operational Excellence 105 Segmenting a Complex Concept 107
What You Should Take Away 111 7 Leadership Vision Strategy 113 Executive
Champion 113 Visibly Engaged 114 Communicate Compelling Vision 115 Define
Overall Enterprise Business Strategy 116 Translate Business/Mission
Objectives into Program Requirements 116 Select Appoint and Empower
Operational Leaders 116 Continuing Tasks 116 Steering Team 117 General
Guidelines 118 Appoint Operational Excellence Program Leader/Champion 119
Define Program Charter 119 Facilitate Teamwork 121 Empowered Decisions 121
Leadership Succession 122 Program Leader/Champion 123 Summarized Duties and
Responsibilities 123 Program Leadership Team 124 What You Should Take Away
125 8 Safety and Human Performance Excellence 127 Safety Performance
Excellence 127 Risk Management 127 Human Performance Excellence 130
Automation Technologies 131 Improvement Culture 132 What You Should Take
Away 133 9 Define the Program and Program Objectives 135 Executive
Leadership 136 Operating Organization 136 Steering Team 136 Program
Leader/Champion 139 Program Plan 139 Program Objectives 140 Mission
Statement 140 Charter 141 Principles 142 Values 142 Program Strategy 143
Organization: Management Control and Administrative Systems 144
Organizational Objectives 146 Business and Risk Models 147 Formulate
Program Operating Plan 147 Appoint Working-Level Leaders--Champions 150
Program Leadership Team 151 Add/Optimize Supporting Processes 153
Information Structure and System 153 Activity-Based Management/Accounting
154 Roll Out Operational Excellence Program 155 Maintain Motivation and
Enthusiasm 155 Clear Acknowledgement that Sustainable Progress Requires
Time 155 What You Should Take Away 156 10 Optimize the Organization 157
Organizational Requirements for Successful Operational Excellence 158
Inspiring People 158 Consistency of Message and Action 159 Necessity for
Improvement Requirements and Overall Objectives 159 Empowerment 160
Establish the Basis for Organizational Improvement 161 Initiating
Organizational Improvement 163 Improvement Management Process 163 Identify
Potential Structural and Organizational Improvements 164 Move the
Organization from Management Control to Team Partnership 164 Work Culture
165 Achieving Individual and Organizational Success 165 Improving Behaviors
166 Skills Management and Training 166 Information as a Basis for Training
167 Personnel Reductions 168 Necessity for Effective Communications 169
Communications Requirements 170 Communication Groups 171 Messaging 174
Communications Program 175 Communications Team 175 Methods of Communication
176 Address all Anticipated Concerns 177 What You Should Take Away 177 11
Conduct Initial Training Workshops 179 Establish Team Training Facilitation
and Review Process 180 Technical Training 180 Workshop Description 181
Workshop Process 181 Review and Refine Program Basis 184 What You Should
Take Away 184 12 Identify and Value Prioritize Opportunities for
Improvement 185 Validate Scope of Improvements 185 Opportunity
Identification Process 187 Primary Detractors from Business/Mission
Effectiveness 188 Performance Objectives 188 Improvement Methods 190
Step-Change Improvement 190 Continuous Improvement 191 Identifying Specific
Potential Improvements 191 Quantify and Prioritize Opportunities--In
Business Terms 193 Value Prioritization 194 Necessity for Complete Accurate
Data 194 Identify Below-Average Performance and Performers 195 History 195
Categories of Performance 196 Safety Health Environment 196 Conformance to
Business/Mission Objectives 196 Multiple Objectives 197 Methods for
Identifying Opportunities 197 Pareto Analysis 197 Risk 201 Risk Analysis
203 Failure Modes and Effects Analysis 205 Financial Normalization 207
Analyze to Determine Highest Potential Value Opportunities 207 Identify
Value Potential Probability of Success 208 Valuation Challenges 209 Final
Stage 209 Construct Priority List for Improvement 210 Expand Leadership
Team 210 What You Should Take Away 211 13 Process Reliability Techniques
Help Make More Money 213 Introduction 213 Pareto Distribution 214 Cause of
Deficiencies 215 Traditional Weibull Plots 216 Process Weibull Plot 216
Waste and the Hidden Factory 218 Production Weibull Analysis 219
World-Class Performance 219 4th Quartile Performance 221 Weibull Probit
Analysis 223 First Compared to Fourth Quartile Performance 224 What You
Should Take Away 226 References 227 14 Plan Opportunities for Improvement
229 Appoint Improvement Action Teams 230 Responsibilities 230 Refine
Preliminary Improvement Plans 232 Refine Improvement Opportunities 233
Obtain Required Information 233 Validate Value Delivered: Contribution to
Enterprise Business/Mission Objectives 234 Confirm Priority to Assure
Greatest Return 235 Select Set of Improvement Opportunities for Detailed
Plan Development 235 Prioritize Actions for Quick Results 236 Under Promise
Over Perform 236 Compensate for Inadequate or Incomplete Information 236
Develop Detailed Improvement Action Plans for Highest Value Improvements
237 Define Starting Point 237 Identify Requirements for Success 237 Detail
Action Steps 238 Define Investment and Resources 239 Estimate Probability
of Success: Potential Risk and Barriers 239 Identify Responsibility 240
Validate Contribution of Planned Results--Benefit/Cost--to Program and
Enterprise Business/Mission Objectives 240 Formulate Transition Plan 240
Develop Continuous Improvement and Sustaining Plans 241 Consider Pilot
Implementation 242 Finalize and Submit Improvement Action Plans for
Approval 243 Following Approval 244 What You Should Take Away 245 15
Measures of Performance--Metrics and KPIs 247 Types of Metrics 248 Activity
Metrics 249 Results Metrics 249 Leading and Lagging Metrics 250
Establishing Objectives 250 Benchmarks 251 Use of Metrics 252 Requirements
253 Characteristics 255 Definitions 256 Establish Magnitude of
Value/Opportunity 257 Hierarchy of Operational Excellence Metrics 259
Operating Effectiveness 259 Lost Opportunity 262 Quality 262 Other Metrics
262 Selection of Metrics 263 Applicability 263 Best Measures 263
Concentrate on Results and Success 265 Key Performance Indicators 265
Graphical Displays 266 Benefits of Metrics 267 What You Should Take Away
268 16 Implement--Improvement Action Plans 269 Refine the Organization 270
Deploy Resources 272 Purchase Capital Equipment 272 Conduct Training 272
Deploy Practices and Technology 273 Implement Improvement Action Plans 274
Establish Internal Oversight and Monitoring 275 Drive the Improvement
Process 276 Overcome Barriers 276 Communicate Results and Successes 277
What You Should Take Away 277 17 Performance Assessments 279 Overall
Description 280 Assessment Methods 280 Assessment Process 281 Assessment
Preparation 282 Identify Operating/Functional Unit and Requirements 282
Identify the Specific Program Program Element and Procedure to be Assessed
282 Identify Stakeholders 282 Select a Qualified Assessment Team and Team
Leader 282 Site Appoints Host and Establishes Timing Commencement and
Completion 282 Strategically Plan the Assessment 283 Perform the Assessment
285 Alignment Meeting 286 Assessment Procedure 286 Assessment Template 288
Background 288 Template Organization 289 Evaluating Results 291 Necessity
for Additional Assessment 291 Conclusion Summary Recommendations and Site
Wrap Up 292 Prepare Formal Assessment Report 292 Executive Summary: Key
Findings and Recommendations 292 Introduction and Objectives 293
Conclusions and Recommendations 293 Narrative 293 Appendices 293 Report
Submission 294 Actions Required from Assessed Operating Unit 294 Leadership
294 Formal and Informal Employee Satisfaction Surveys 294 What You Should
Take Away 295 18 Check--Measure and Manage Results 297 Begin with Metrics
298 Conduct Assessments and Surveys 298 Formal Performance Assessments 299
Confirm Results and Contribution to Enterprise Value and Strategy 300
Continue Checking Until Confident that Improvement is Fully Sustained 301
What You Should Take Away 301 19 Improve--Institutionalize and Sustain
Gains 303 Improve and Sustain 303 Continuous Improvement 304 Continue
Follow-Up: Adjust/Refine Improve and Extend Improvement Action Plans 304
Expand and Increase Ownership Responsibility Accountability and Commitment
304 Continue Training 305 Achieving Sustainability 305 Institutionalize
Success 306 Communicate and Publicize Progress and Results 306 Overcome
Resistance 307 Results-Based Compensation 308 Some Lessons Learned 308
Final Comment 310 What You Should Take Away 310 20 Conclusion--Now It Is Up
To You! 311 Index 313
xvii Acknowledgments xxi Introduction 1 1 Operational Excellence--The
Imperative 7 Definition of Operational Excellence 7 Definitions from
Leading Global Enterprises 8 A Simpler Definition for Operational
Excellence 9 Operational Excellence Embraces Everyone in an Enterprise 9
Operational Excellence Improves Efficiency 10 Efficiency and Effectiveness
10 A Familiar Program 11 Description 12 The Journey 13 Roadmap to
Operational Excellence 14 Reliability 14 Risk 15 Changes in the
Business/Mission Environment 15 Conventional Operations Management 16
Maintenance Within an Operating Enterprise 17 Managing Improvement
Initiatives 17 The Solution 19 Leadership 20 Working Level Improvement
Action Teams 20 Operational Excellence Improvement Initiatives 21
Sustainability 22 Effectiveness and Value Throughout the Enterprise 22 The
Operational Excellence Initiative 23 Operating Performance Excellence 24
Asset Performance Excellence 24 Success--Greater Than the Sum of the Parts
25 Essentials for Success 25 Application 26 What You Should Take Away 26 2
Application of Operational Excellence 29 Process Characteristics 29
Operating/Market Environment 31 Enterprise Strategy 32 Strategic and
Tactical Endeavors 33 Growth Strategy 34 Effectiveness 34 Changes in the
Operating Environment 34 Value 35 Journey into the Future 36 What You
Should Take Away 39 3 Foundation Principles 41 Operational Excellence--A
Program Equivalent to Safety 41 Use of Proven Practices 42 Scope of
Operational Excellence 43 Financial Considerations 44 Driven by
Business/Mission Results 45 Foundation Principles 47 Principles of
Operational Excellence 47 Six D's of Operational Excellence 47 Eight
Elements of the Operational Excellence Program 48 Results 49 Leadership 49
Requirements 50 Program Definition 50 Supporting Practices and Procedures
50 Working Culture 51 Information Management 51 Follow-Up 52 Implementing
the Operational Excellence Program 52 Benefits of Operational Excellence 52
Improved SHE/EHS Performance 52 Reduced Risk 53 Improved Production/Mission
Operational Effectiveness 53 Improved Reliability 54 Greater
Predictability--Reduced Variation 54 Improved Capital Effectiveness 54 What
You Should Take Away 54 4 The Operational Excellence Program--Overview 57
Initiation 57 The Value Principle 59 Use of Proven Practices Processes and
Technology 61 Operational Excellence Program 63 Improvement Processes 64
The Operational Excellence DIPICI Process 65 Implementing Sequence 66
Program Elements 67 Essentials for Success 67 Results 67 Leadership 68
Requirements 68 Program Definition 68 Practices and Procedures 69 Working
Culture 72 Information Management 74 Follow-Up 74 Implementation 75 Where
and How to Begin? 77 Considerations for Commencing with a Pilot 79 Third
Party Facilitation Assistance 79 What You Should Take Away 80 5 Business
and Financial Elements 81 Connection to Business Results 81 Performance
Measures 82 The Opportunity 83 Profit Center Mentality 83 Justifying
Improvements 84 Value Prioritization 85 Value Imperative for Operational
Excellence 85 Definition 85 Financial Orientation 86 The Financial
Statement 86 Selecting Financial Measures of Performance 87 Accurate
Lifetime Cost Tracking 88 The Business Value Model 89 Value Within an
Operating Environment 92 Value Within Operations and Maintenance 93
Operating Effectiveness 93 Overall Operational Effectiveness 93 Real
Compared to Normalized Values 95 Leveraging Mission/Conversion
Effectiveness 95 What You Should Take Away 97 6 The Essential Evolution to
Real-Time Business Operational Excellence 99 Background 100 Necessity for
Real-Time Operational Excellence 101 Integrated Business and Operations
System 102 Real-Time Business Focus 102 Developing Real-Time
Business-Driven Operational Excellence 105 Segmenting a Complex Concept 107
What You Should Take Away 111 7 Leadership Vision Strategy 113 Executive
Champion 113 Visibly Engaged 114 Communicate Compelling Vision 115 Define
Overall Enterprise Business Strategy 116 Translate Business/Mission
Objectives into Program Requirements 116 Select Appoint and Empower
Operational Leaders 116 Continuing Tasks 116 Steering Team 117 General
Guidelines 118 Appoint Operational Excellence Program Leader/Champion 119
Define Program Charter 119 Facilitate Teamwork 121 Empowered Decisions 121
Leadership Succession 122 Program Leader/Champion 123 Summarized Duties and
Responsibilities 123 Program Leadership Team 124 What You Should Take Away
125 8 Safety and Human Performance Excellence 127 Safety Performance
Excellence 127 Risk Management 127 Human Performance Excellence 130
Automation Technologies 131 Improvement Culture 132 What You Should Take
Away 133 9 Define the Program and Program Objectives 135 Executive
Leadership 136 Operating Organization 136 Steering Team 136 Program
Leader/Champion 139 Program Plan 139 Program Objectives 140 Mission
Statement 140 Charter 141 Principles 142 Values 142 Program Strategy 143
Organization: Management Control and Administrative Systems 144
Organizational Objectives 146 Business and Risk Models 147 Formulate
Program Operating Plan 147 Appoint Working-Level Leaders--Champions 150
Program Leadership Team 151 Add/Optimize Supporting Processes 153
Information Structure and System 153 Activity-Based Management/Accounting
154 Roll Out Operational Excellence Program 155 Maintain Motivation and
Enthusiasm 155 Clear Acknowledgement that Sustainable Progress Requires
Time 155 What You Should Take Away 156 10 Optimize the Organization 157
Organizational Requirements for Successful Operational Excellence 158
Inspiring People 158 Consistency of Message and Action 159 Necessity for
Improvement Requirements and Overall Objectives 159 Empowerment 160
Establish the Basis for Organizational Improvement 161 Initiating
Organizational Improvement 163 Improvement Management Process 163 Identify
Potential Structural and Organizational Improvements 164 Move the
Organization from Management Control to Team Partnership 164 Work Culture
165 Achieving Individual and Organizational Success 165 Improving Behaviors
166 Skills Management and Training 166 Information as a Basis for Training
167 Personnel Reductions 168 Necessity for Effective Communications 169
Communications Requirements 170 Communication Groups 171 Messaging 174
Communications Program 175 Communications Team 175 Methods of Communication
176 Address all Anticipated Concerns 177 What You Should Take Away 177 11
Conduct Initial Training Workshops 179 Establish Team Training Facilitation
and Review Process 180 Technical Training 180 Workshop Description 181
Workshop Process 181 Review and Refine Program Basis 184 What You Should
Take Away 184 12 Identify and Value Prioritize Opportunities for
Improvement 185 Validate Scope of Improvements 185 Opportunity
Identification Process 187 Primary Detractors from Business/Mission
Effectiveness 188 Performance Objectives 188 Improvement Methods 190
Step-Change Improvement 190 Continuous Improvement 191 Identifying Specific
Potential Improvements 191 Quantify and Prioritize Opportunities--In
Business Terms 193 Value Prioritization 194 Necessity for Complete Accurate
Data 194 Identify Below-Average Performance and Performers 195 History 195
Categories of Performance 196 Safety Health Environment 196 Conformance to
Business/Mission Objectives 196 Multiple Objectives 197 Methods for
Identifying Opportunities 197 Pareto Analysis 197 Risk 201 Risk Analysis
203 Failure Modes and Effects Analysis 205 Financial Normalization 207
Analyze to Determine Highest Potential Value Opportunities 207 Identify
Value Potential Probability of Success 208 Valuation Challenges 209 Final
Stage 209 Construct Priority List for Improvement 210 Expand Leadership
Team 210 What You Should Take Away 211 13 Process Reliability Techniques
Help Make More Money 213 Introduction 213 Pareto Distribution 214 Cause of
Deficiencies 215 Traditional Weibull Plots 216 Process Weibull Plot 216
Waste and the Hidden Factory 218 Production Weibull Analysis 219
World-Class Performance 219 4th Quartile Performance 221 Weibull Probit
Analysis 223 First Compared to Fourth Quartile Performance 224 What You
Should Take Away 226 References 227 14 Plan Opportunities for Improvement
229 Appoint Improvement Action Teams 230 Responsibilities 230 Refine
Preliminary Improvement Plans 232 Refine Improvement Opportunities 233
Obtain Required Information 233 Validate Value Delivered: Contribution to
Enterprise Business/Mission Objectives 234 Confirm Priority to Assure
Greatest Return 235 Select Set of Improvement Opportunities for Detailed
Plan Development 235 Prioritize Actions for Quick Results 236 Under Promise
Over Perform 236 Compensate for Inadequate or Incomplete Information 236
Develop Detailed Improvement Action Plans for Highest Value Improvements
237 Define Starting Point 237 Identify Requirements for Success 237 Detail
Action Steps 238 Define Investment and Resources 239 Estimate Probability
of Success: Potential Risk and Barriers 239 Identify Responsibility 240
Validate Contribution of Planned Results--Benefit/Cost--to Program and
Enterprise Business/Mission Objectives 240 Formulate Transition Plan 240
Develop Continuous Improvement and Sustaining Plans 241 Consider Pilot
Implementation 242 Finalize and Submit Improvement Action Plans for
Approval 243 Following Approval 244 What You Should Take Away 245 15
Measures of Performance--Metrics and KPIs 247 Types of Metrics 248 Activity
Metrics 249 Results Metrics 249 Leading and Lagging Metrics 250
Establishing Objectives 250 Benchmarks 251 Use of Metrics 252 Requirements
253 Characteristics 255 Definitions 256 Establish Magnitude of
Value/Opportunity 257 Hierarchy of Operational Excellence Metrics 259
Operating Effectiveness 259 Lost Opportunity 262 Quality 262 Other Metrics
262 Selection of Metrics 263 Applicability 263 Best Measures 263
Concentrate on Results and Success 265 Key Performance Indicators 265
Graphical Displays 266 Benefits of Metrics 267 What You Should Take Away
268 16 Implement--Improvement Action Plans 269 Refine the Organization 270
Deploy Resources 272 Purchase Capital Equipment 272 Conduct Training 272
Deploy Practices and Technology 273 Implement Improvement Action Plans 274
Establish Internal Oversight and Monitoring 275 Drive the Improvement
Process 276 Overcome Barriers 276 Communicate Results and Successes 277
What You Should Take Away 277 17 Performance Assessments 279 Overall
Description 280 Assessment Methods 280 Assessment Process 281 Assessment
Preparation 282 Identify Operating/Functional Unit and Requirements 282
Identify the Specific Program Program Element and Procedure to be Assessed
282 Identify Stakeholders 282 Select a Qualified Assessment Team and Team
Leader 282 Site Appoints Host and Establishes Timing Commencement and
Completion 282 Strategically Plan the Assessment 283 Perform the Assessment
285 Alignment Meeting 286 Assessment Procedure 286 Assessment Template 288
Background 288 Template Organization 289 Evaluating Results 291 Necessity
for Additional Assessment 291 Conclusion Summary Recommendations and Site
Wrap Up 292 Prepare Formal Assessment Report 292 Executive Summary: Key
Findings and Recommendations 292 Introduction and Objectives 293
Conclusions and Recommendations 293 Narrative 293 Appendices 293 Report
Submission 294 Actions Required from Assessed Operating Unit 294 Leadership
294 Formal and Informal Employee Satisfaction Surveys 294 What You Should
Take Away 295 18 Check--Measure and Manage Results 297 Begin with Metrics
298 Conduct Assessments and Surveys 298 Formal Performance Assessments 299
Confirm Results and Contribution to Enterprise Value and Strategy 300
Continue Checking Until Confident that Improvement is Fully Sustained 301
What You Should Take Away 301 19 Improve--Institutionalize and Sustain
Gains 303 Improve and Sustain 303 Continuous Improvement 304 Continue
Follow-Up: Adjust/Refine Improve and Extend Improvement Action Plans 304
Expand and Increase Ownership Responsibility Accountability and Commitment
304 Continue Training 305 Achieving Sustainability 305 Institutionalize
Success 306 Communicate and Publicize Progress and Results 306 Overcome
Resistance 307 Results-Based Compensation 308 Some Lessons Learned 308
Final Comment 310 What You Should Take Away 310 20 Conclusion--Now It Is Up
To You! 311 Index 313