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Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social Performance Measurement and Management, Warwick Business School

Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

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Page 1: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title style

Measuring the right things: Performance Management and

Quality Doorstop Sport

Haley Beer, BBADoctoral Researcher of Social Performance Measurement and Management, Warwick

Business School

Page 2: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title style

Agenda• Introductions• Performance measurement• Formal measurement- techniques• Measuring Social Value• Informal measurement – stakeholder influences• Measurement guidelines

“Doorstep sport is StreetGames’ delivery method, whereby we bring sport close to the home in disadvantaged communities at the right time, for the right price, to the right place and in

the right style”

Page 3: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleIntroductions

Bachelor of Business, 3rd year PhD- Social Performance Measurement and

Management

Volunteer Work: University, Board of Directors, Provincial Advisory Committee,

National Advisory Committee, International Sustainability in Kenya, PMS for a large NHS

Mental Health Trust

Page 4: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title stylePerformance measurement

“I have been struck again and again by how important ______________ is to improving the human condition” –

Bill Gates

… “Performance measurement is an empirical and formal process aimed at obtaining and expressing descriptive

information about the property of an object (e.g., process, activity and people)”

(Micheli and Mari 2014)

Examples: UN Millennium Development Goals, GDP, Key Performance Indicators, Reports, Grant/Funding

applications, Performance Appraisals, etc.

measurement

Page 5: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleWhy measure performance?

• Monitor, guide, and evidence performance at individual, team, and organizational levels

• Allocate resources effectively and efficiently• Have useful information for strategic decision-making• Communicate meaningfully with, motivate, and engage

important internal and external stakeholders• Set appropriate short and long term goals• Plan for the future, mitigate risks and exploit

opportunities

Page 6: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleMisconceptions about measurement

1. There are ‘perfect’ measures2. We can and should measure everything3. ‘What gets measured get’s done’

Why?... Because most organizational performance is subjective: interpreted in different ways by the different stakeholders who hold different assumptions. E.g., # of widgets produced/day vs. quality of care

Page 7: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleFormal vs. informal measurement

Formal: technical approaches/tools for measurement, designing appropriate

measures

Informal: how the measures influence stakeholders, the behaviours created by

measurement

Page 8: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleTechniques

• Strategic Objectives• Key Performance

Indicators• Targets• Reports

• Performance Appraisals• Meetings• Case Studies

• Outcome measurement tools (e.g. SROI,

Outcome Star, Cost-Benefit analysis)

• Reviews/Audits• Grant/funding

applications• User feedback

Page 9: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleWhat do we need to measure?

1) What is ‘performance’ for our organization?2) What are the drivers of this performance?

Causal maps are a great way to identify the answers: strategy maps, success maps, theory of change models

Page 10: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleOutcome

sWhat we

will aim to achieve

Our peopleWho we

will involve and

communicate to

Operations

What we will do and

how

Resources

What we will need

1- Provide an integrated service that is safe, effective and provides a good patient

experience

2- Support people so they can manage their

lives and wellbeing

3- Be a continuously improving and financially

viable organisation

Staff: We will develop and maintain a skilled, engaged, caring, and high performing

workforce

Service Users: We will involve service users in

what we do

Partners: We will work collaboratively with other

agencies

Regulators: We will deliver and evidence national

standards of performance

Commissioners: We will be transparent, open and

responsive

Communities: We will reduce stigma associated with mental health and

learning disabilities

4- Provide high quality,

evidence-based services

5- Communicate and give clear

expectations to staff, service users and

commissioners

6- Implement care pathways which are outcomes focussed,

recovery oriented, and responsive to individual

needs

7- Build capacity to

reflect service need

8- Ensure our processes are cost-effective

13- Promote a culture of continuous improvement

12- Ensure management and IT systems are effective

9- Retain and grow sources of income to

deliver on our outcomes

11- Retain and attract staff with the right skills

and expertise

10- Recognise and develop staff’s

strengths

Page 11: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleMeasuring Social Value

Social value creation is the contribution to an improvement in the lives of individuals and/or overall society.

Typically, organisations try to measure it as:

1) Outcomes- the lasting improvement on an individuals life (e.g. % change in behaviours, #s with access to

product/service)OR

2) Impacts- the lasting improvements within society (e.g. changes in health, poverty, environment, education levels)

Page 12: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleComponents of Social Value Creation

(adapted from Ebrahim & Rangan, 2014)

Page 13: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleScope and Scale

1) What are the activities which contribute to outcome achievement?

2) What is the size of the group you are targeting and in what area are they (e.g. regional, national,

or international)?3) What inputs are required to achieve outcomes

with this group? What outputs?

Page 14: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleStreetGames Example

Mission: To change lives and change communities for the betterGroup: Young people Area: Disadvantaged communities in the United Kingdom

Inputs: staff, volunteers, community partners, sports equipment/space, funding (e.g. grants, contracts, etc.)Activities: clubs, projects, festivals, competition, training, sports games Outputs: young people engaged in sport and related activitiesOutcome: Active and healthier young people that have positive aspirationsImpact: A reduction in youth crime, ill health, and unemployment within the disadvantaged communities StreetGames is present

Page 15: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleAppropriate Measures…

1. Have an understandable and relatable name2. Have a specific purpose

3. Relate to organizational objectives4. Are an accessible calculation

5. Healthy frequency6. Accountability for data inputting

7. Generate use and action from the results8. Merit the cost

9. Motivate desired behaviours

(Gray, Micheli, & Pavlov, 2014)

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Click to edit Master title styleInformal Measurement – Understanding assumptions

Institutional

logics

Social Welfare

Public Sector

Commercial

Social welfare: Enhance the well being of beneficiaries and communities

Commercial: Maximize revenues by being efficient and effective

Public sector: Equitable access, fairness, and transparency

Page 17: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleStakeholder assumptions for measurement

PM

Board of DirectorsManagers

EmployeesVolunteers

BeneficiariesSociety

Donors

GovernmentRegulators

Page 18: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

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Actor - attention, behaviours, actions

Performance Measurement

Motivation, engagement, knowledge acquisition and use

Job description Role tasks Artefacts

Values Conversations Purpose Assumptions

Mission statement KPIs Meetings Reports Tools Case Studies

Reinforce positive influence

Inhibit negative influence

Reconcile positive influence

INFORMAL FORMAL

Page 19: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleExamples of measurement influence

A. Inhibiting: misaligned KPIs, unread reports, imposed external measures, too frequent meetings, etc.

B. Reinforcing: measures/tools with social language, case studies, feedback from beneficiaries, etc.

C. Reconciling: pre-planning, partner meetings, face-to-face reviews, etc.

Page 20: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleHow to consider stakeholder ‘logics’ in measurement

1. Use the language of the stakeholder being measured (e.g. Rent collection vs. Learning Skills and Work KPIs for frontline staff)

2. Design- collaborate with stakeholders who will be involved in the measurement process- the measurer, measured, analyzer,

reporter, and receiver- to ensure the chosen measurement practices reinforce

3) Communicate performance information in a variety of formats: graphs/visuals, short-medium-long term, KPIs and case studies

4) Have someone in charge of managing the measures – or managing stakeholders experiences of the measures! Know what PM practices represent what ‘logics’ and try to create a balance.

Page 21: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

Click to edit Master title styleMeasurement guidelines

I. Use a causal map to understand organizational performance and the drivers of it (e.g. inputs, outputs, outcomes, & impacts)

II. Measure what is within your control concerning social value: define your scope and scale, it does not have to be complicated or costly

III. Appropriate measures are relatable, usable, relevant, and generate positive behaviours

IV. Manage the measures: design measurement to engage both internal and external stakeholders (e.g. pay attention to the balance of language, techniques, frequency, and communication)

Page 22: Click to edit Master title style Measuring the right things: Performance Management and Quality Doorstop Sport Haley Beer, BBA Doctoral Researcher of Social

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Thank you

Contact: [email protected]