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Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

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Page 1: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Strategic PlanningMetrics for Strategic Objectives

Gary L. Poleskey, CPCM, FellowChair, Strategic Planning Committee

Page 2: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Long Range Strategic Objectives and Strategies (Policy 1-4, January 2009)

1. Develop the Next Generation of Contract Management Professionals

2. Increase Professional Advocacy3. Reach More People in the Federal

Contracting Community4. Develop Professional Standards

Page 3: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 1: Develop the Next Generation of Contract Management Professionals•University Outreach & Relations Committee•Strategies:

– Introduce undergraduate students to the CM profession and involve them in NCMA by offering student memberships, student chapters, and student programs.

– Increase the preparedness for candidates entering the CM workforce by increasing undergraduate programs containing CM and related curriculum, and by publishing a standard CM curricula and promoting the program to universities.

Page 4: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 1: Develop the Next Generation of Contract Management Professionals (UO&R Committee)

• Metrics:• Strategy 1:

• Add 100 student memberships per year• Establish 3 new student chapters per year• Note: This Strategy is focused on students and University Placement

and/or Career Offices

• Strategy 2:• Add 5 NCMA university partners per year• Add 3 universities per year offering curricula at the FAC-C and

DAWIA Level 1 equivalency   • Test an additional 15 CM students per year for the CCCM or

CFCM certifications• Note: This strategy is focused on Deans of the University’s Business

Program

Page 5: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 2: Increase Professional Advocacy•Advocacy Committee•Strategies:

– Improve perception of the contract management profession in industry, the government (including Congress), the press, and the general public, through an active public relations program.

– Increase recognition of NCMA in industry, the government (including Congress), the press, and the profession, through an active public relations program.

– Increase membership participation in advocacy activities through bilateral electronic communications and events.

Page 6: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 2: Increase Professional Advocacy (Advocacy Committee)• Metrics:

Not a transactional process so it can be difficult coming up with objective metrics,  However, the committee agreed to recommend three:

1. Contacts/references to NCMA made to/by press and the Government (Legislative or Executive) for comment, advice, testimony or meetings– e.g., Reference in Feb 17, 2010 Washington Technology

to Open Letter to Government Employee2. Actual comments/offers of advice submitted to Government

bodies– e.g., Letter to Congress on Collins Bills

3. Specific tasks completed – e.g., The open letter to Government employees

Page 7: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 3: Reach More People in the Federal Contracting Community • Strategic Planning Committee• Strategies:

– Expand the number of programs to serve the federal community, including education, certification, conference, publication, and other types of programs.

– Increase communication and involvement of the senior executive cadre within the profession.

– Utilize education partners, advertisers and corporate sponsors to reach new people in the federal community.

– Expand the focus of programs and services to the broader acquisition community.

– Increase the use of social media to connect to prospective members.

Page 8: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 3: Reach More People in the Federal Contracting Community (Strategic Planning Committee)• Metrics:1. Tracking trends of the number of people who identify

themselves as working in the federal marketplace in each of the following categories:– NCMA Membership– Attendance at conferences (WC, GCMC, and ADC)– Number of senior managers participating in EAC or attending

conferences (WC, GCMC, and ADC)– People connected to NCMA within social media– Attendance at NESs

2. Track data above as a percentage of the overall pool of people that make up these various categories. However, we are aware that gathering reliable baseline “denominator” type data may be very difficult.

3. Identification and completion of actions designed to reach more people in the federal contracting community.

Page 9: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 4: Develop Professional Standards

•Professional Standards & Ethics Committee•Strategies:

– Baseline existing professional standards for government and industry organizations; benchmark standards and processes of other professions.

– Reach consensus among stakeholders (chapters, EAC, BOD, academia) on Generally Accepted Contract Management Practices (GACMP).

– Align professional standards and certification processes.

Page 10: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 4: Develop Professional Standards (PS&E Committee)

• Metrics:– Metrics are to make progress against 09-10 committee

goals/objectives. Long term objectives include updated CMBOK 3.0 aligned with certification testing; organizational alignment study published; CM2 Diagnostic Tool; continual focus on ethics.

• Areas of Discussion:– Benchmarking– Licensing or other Third Party Validation of

Credentials

Page 11: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 4: Develop Professional Standards (PS&E Committee)

• Revised Strategies:– Action plans for this year and next CY with tangible

measurable output– Work will take at least this long – with additional

actions as new ideas are raised– Recommend continuing on course

• More benchmarking• More discussion on “Next Gen” Professional Standards

Page 12: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 4: Develop Professional Standards (PS&E Committee)

• PS&E Cmte 09-10 Goals and Objectives:– Completion and publication of organizational

alignment and CM Standards/Position Descriptions– Monitor and provide volunteers and support to

CMBOK 3.0 Project (includes JATF)– Monitor CM2 project as resources permit– Enhance awareness of and commitment to the

contract management code of ethics

Page 13: Strategic Planning Metrics for Strategic Objectives Gary L. Poleskey, CPCM, Fellow Chair, Strategic Planning Committee

Objective 4: Develop Professional Standards (PS&E Committee)

• PS&E Cmte 09-10 Progress to Goals:– Organizational alignment – need broader response

pool; only 71 received; being worked with NCMA staff; job descriptions posted

– CMBOK 3.0 – JATF meetings to identify gaps and develop outline; next CY will include writing and validating the modules, publication goal in Winter/Spring 2010/2011

– Monitor CM2 – will carry over to next CY– Ethics – Prominence of Code; Articles; Survey;

Presentations