Performance Management Using the Balanced Scorecard Approach (FY04)
This training provides a historical review of performance management in ORF and ORS, along with a discussion of the basics of applying the method to your service area. The training reviews the Balanced Scorecard (BSC) approach to strategic planning, includes tips for understanding the value you deliver to customers, and defines your performance objectives for the four BSC perspectives: customer, internal business process, learning and growth, and financial. Use of the Performance Management Plan (PMP) will be reviewed as a tool to summarize and communicate your strategic plan to others.
Click here to view the training manual.
Managing with Measures (FY04)
This training reviews how to define both lead and lag measures to gauge progress on meeting the performance objectives defined in your Service Group's Performance Management Plan (PMP). It also reviews how to set up basic data collection systems and demonstrates how to graph and analyze data to evaluate effectiveness in implementing your strategy. Examples from actual service group teams in ORF and ORS are used to demonstrate the process of defining lead/lag measures, setting up data collection forms, and graphing, analyzing, and interpreting data for improvement purposes.
↑ Return to the top of the page
Performance Management Orientation for the Office of Research Services (FY03):
This training reviews the benefits of the Balanced Scorecard (BSC) approach, and describes the process for Performance Management in ORS/ORF (formally known as the Annual Self Assessments). It reviews Performance Management roles and responsibilities, presents the 4 phases of Performance Management, and examines the Performance Management Plan (PMP) template. Lastly, it reviews the two common performance objectives and measures across ORS and ORF.
Click here to view the Training Manual
↑ Return to the top of the page
Balanced Scorecard (BSC) Orientation for the Office of Research Services (FY03):
This training discusses how to develop a sound value proposition, revisits how to define strategy, and reviews how to develop objectives for the four BSC perspectives: customer, internal business process, learning and growth, and financial.
Click here to view Training Manual
↑ Return to the top of the page
Measures Workshop for ORS Performance Management (FY03):
This training provides information to assist you in reviewing and refining performance measures to ensure they align with your value proposition, strategy, and performance objectives. It presents criteria for choosing good measures, analyzes the difference between lead and lag measures, assesses methods to evaluate measures, and reviews ways to establish data collection plans.
Click here to view the Training Manual
↑ Return to the top of the page
ASA Template Training (FY02):
This training explains the background of the Annual Self Assessment (ASA) initiative in ORS, describes the Balanced Scorecard, performance measurement, and the ASAs, provides an orientation to the ASA template, and lists resources for additional information.
Click here to view the Training Manual
↑ Return to the top of the page
Process Mapping (FY02):
This training reviews reasons the importance of understanding business processes, highlights several types of process maps and the purposes of each, describes how to create a deployment flowchart, and provides a short review of process measurement and the process improvement cycle.
Click here to view the Training Manual
Data Analysis and Graphing (FY02):
This training assists you in planning for data collection and analysis by using the Data Collection Plan template. It discusses various ways to display and analyze data, describes how to construct various graphs for data analysis, and reviews specifics of creating basic charts using Excel.
Click here to view the Table of Contents.
Click here to view the Training Manual
↑ Return to the top of the page
Financial Measures (FY02):
This training assists you in understanding how to calculate the common financial measures of unit cost and asset utilization. It includes guidance on determining appropriate output measures for unit costs and issues to consider in collecting data for the assess utilization ratio.
Click here to view the Training Manual
↑ Return to the top of the page
The information on this page is archived and provided for reference purposes only.
