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Human Performance Technology Model* Case Study – Organizational Level Performance Analysis Intervention  Implementation  and Change Evaluation Level 1: Immediate participant feedback Level 2: 30-60 days Feedback/Skills trans Facilitators held meetings with executive sponsors every 6wks to assess/adjust Level 3: 90day-6mo Observation/Reviews Level 4: 6 months – 1 yr Impact on metrics Lessons Learned Org Analysis Vision, Mission,  Values, Goals & Strategies reviewed and evaluated for relevance Cause Analysis Intervention Selection, Design and Development Heavy competitive  Pressures Mature industry required Innovation/differentiation Upgrade in skills and competencies needed Functional silos and  competing measures Organizational capability not aligned with needs Executive sponsor team Process improvement to drive down costs and  generate innovation Leadership development Supplier and customer partnerships Communications,  recognition, and measurement systems Competency model Facilitators selected  and trained (change agents) Kickoffs/Celebration Cross-functional task force teams Feedback culture/ Performance mgmt Sustainment plan/ Skills transfer to client *Adapted from ISPI HPT Model 2004 by Celia Szelwach DBA (ABD),  Panelist Env Analysis Stakeholders: Customers Suppliers Employees Org Culture Work Flows Desired Perf 1. Innovation 2. Cost/case 3. Service Actual Perf 1. Productivity 2. Cost/case 3. Customer Serv Gap FF Analysis Current, Future Metrics/Results Climate Survey Interviews/Obs 1 2 3 4 5 Tampa Bay ISPI Panel Presentation April 12, 2007 © 2007 by Creative Collaborations Consulting, Inc.  941-795-0928 www.creative-collaborations.com
Organizational Outcomes Accelerated rate of innovations  (# of ideas implemented yield > 20% improvement) Reduced out-of-code products ($$ savings, reduce cost/case) Reduced costs in Maintenance Repair Ordering (MRO)  Partnerships with CSXT and Transportation Carriers   On-time delivery on rails, reduced shipment cuts, fewer car switches and inspections ($1 million savings) Safety improvements, efficient loading procedures, reduced cost/case Streamline carriers and efficient loading methods resulted in 5 to 7% reduced freight costs ($300K savings) Partnership with Sam’s Club (“Adopt A Customer”) Faster inventory turns, more accurate forecasting, better order fill Feedback-based culture Development matrix, “Stop, Start, Continue” Sessions, MAX Plans, CARs/STARs Reduced silos across functional areas resulted in improvements in workflow and service quality Enhanced leader competencies  Communication, Measurement, Teamwork/Inclusion, Innovation, Coaching & Feedback, and  Customer Service Orientation Opportunity missed :  Mega outcomes (societal impact) on Kaufman’s  OEM for Nutriceutical Product launches earlier © 2007 by Creative Collaborations Consulting, Inc.  941-795-0928 www.creative-collaborations.com

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Human Performance Technology Case Study

  • 1. Human Performance Technology Model* Case Study – Organizational Level Performance Analysis Intervention Implementation and Change Evaluation Level 1: Immediate participant feedback Level 2: 30-60 days Feedback/Skills trans Facilitators held meetings with executive sponsors every 6wks to assess/adjust Level 3: 90day-6mo Observation/Reviews Level 4: 6 months – 1 yr Impact on metrics Lessons Learned Org Analysis Vision, Mission, Values, Goals & Strategies reviewed and evaluated for relevance Cause Analysis Intervention Selection, Design and Development Heavy competitive Pressures Mature industry required Innovation/differentiation Upgrade in skills and competencies needed Functional silos and competing measures Organizational capability not aligned with needs Executive sponsor team Process improvement to drive down costs and generate innovation Leadership development Supplier and customer partnerships Communications, recognition, and measurement systems Competency model Facilitators selected and trained (change agents) Kickoffs/Celebration Cross-functional task force teams Feedback culture/ Performance mgmt Sustainment plan/ Skills transfer to client *Adapted from ISPI HPT Model 2004 by Celia Szelwach DBA (ABD), Panelist Env Analysis Stakeholders: Customers Suppliers Employees Org Culture Work Flows Desired Perf 1. Innovation 2. Cost/case 3. Service Actual Perf 1. Productivity 2. Cost/case 3. Customer Serv Gap FF Analysis Current, Future Metrics/Results Climate Survey Interviews/Obs 1 2 3 4 5 Tampa Bay ISPI Panel Presentation April 12, 2007 © 2007 by Creative Collaborations Consulting, Inc. 941-795-0928 www.creative-collaborations.com
  • 2. Organizational Outcomes Accelerated rate of innovations (# of ideas implemented yield > 20% improvement) Reduced out-of-code products ($$ savings, reduce cost/case) Reduced costs in Maintenance Repair Ordering (MRO) Partnerships with CSXT and Transportation Carriers On-time delivery on rails, reduced shipment cuts, fewer car switches and inspections ($1 million savings) Safety improvements, efficient loading procedures, reduced cost/case Streamline carriers and efficient loading methods resulted in 5 to 7% reduced freight costs ($300K savings) Partnership with Sam’s Club (“Adopt A Customer”) Faster inventory turns, more accurate forecasting, better order fill Feedback-based culture Development matrix, “Stop, Start, Continue” Sessions, MAX Plans, CARs/STARs Reduced silos across functional areas resulted in improvements in workflow and service quality Enhanced leader competencies Communication, Measurement, Teamwork/Inclusion, Innovation, Coaching & Feedback, and Customer Service Orientation Opportunity missed : Mega outcomes (societal impact) on Kaufman’s OEM for Nutriceutical Product launches earlier © 2007 by Creative Collaborations Consulting, Inc. 941-795-0928 www.creative-collaborations.com