A Balanced Scorecard approach to Breed Health Improvement

transcript

A Balanced Scorecard approach to

Breed Health Improvement

Breed Health Improvement must...

● Be led by the Breed Clubs: effectively,

consistently and with energy

● Be planned, evidence-based and regularly

reviewed

● Actively engage all Breeders

● Be well-communicated to owners and

potential owners

● Be supported by other key stakeholders

● Achieve real and lasting breed health

improvements

From Leadership to Improvement...

1: Leadership

& Capability

2: Processes for

Planning,

Communicating &

Improving

4: Real Breed

Health

Improvements

3: Engaged &

Supportive

Stakeholders

From Leadership to Improvement...

LeadPlan

Improve Engage

Enablers

Results

To improve Breed Health we need...

● Clear objectives

● Measurements to

be able to track

progress

● Appropriate targets

to achieve

● Specific actions to

achieve the

objectives

What objectives should be in a Breed

Health Improvement Strategy?

Some examples...

Leadership and Capability:

Objectives

● The Breed Council/Clubs actively drive

continuous Health Improvement

● The Breed Health Coordinator has the right

motivation, knowledge and skills

● A H&W Sub-committee provides additional

capacity and expertise

● Breed-specific Veterinary/Geneticist/

Specialist expertise is used

● Funds are raised to support Health

Improvement

Processes for Planning, Communicating &

Improving: Objectives

● Health Improvement Planning develops

breed-wide strategies as well as disease-

specific plans

● Breed health surveillance is used to inform

evidence-based plans

● External specialists/partners are involved in

planning/supporting health improvement

● A broad range of stakeholders is identified

and a wide range of approaches is used to

engage with them

Engaged & Supportive Stakeholders:

Objectives

● All Breed Club members actively support

and contribute to meeting Health

Improvement objectives

● Non-Breed Club breeders and owners are

aware of breed health recommendations

● Potential owners are well-informed about the

breed and how to buy/own a healthy dog

● The Kennel Club supports and recognises

the work of the Breed Council/Clubs

● The breed is widely recognised for its

Breed Health Improvement:

Objectives

● Specific breed disease prevalence is

reduced

● Aspects of breed conformation that

adversely affect health are addressed

● Issues of genetic diversity are addressed

Breed Health Improvement Maturity

Assessment

A framework for self-assessment & planning

5 levels of Breed Health

Improvement Maturity

5: Inspiring The breed is widely recognised as being a benchmark for its health

improvement strategy and has demonstrated sustainable improvements

4: Intelligent The breed has a clear and effective strategy and there are early signs of

real health improvements

3: Initiative There is a breed-wide approach to health improvement and plans are in

place to address priority issues

2: Intent A few Clubs are taking the lead in tackling the breed's most significant

health issues

1: Initial There is little evidence of a breed-wide approach to health improvement

and some evidence of a "breed in denial"

Breed Health Improvement Maturity

alignment with the KarltonIndexTM

5: Inspiring

KI > 60%

The breed is widely recognised as being a benchmark for its health

improvement strategy and has demonstrated sustainable improvements

4: Intelligent

KI 40-59%

The breed has a clear and effective strategy and there are early signs of

real health improvements

3: Initiative

KI 20-39%

There is a breed-wide approach to health improvement and plans are in

place to address priority issues

2: Intent

KI 10-19%

A few Clubs are taking the lead in tackling the breed's most significant

health issues

1: Initial

KI 0-9%

There is little evidence of a breed-wide approach to health improvement

and some evidence of a "breed in denial"

Lead...

1: Leadership

& Capability

2: Processes for

Planning,

Communicating &

Improving

4: Real Breed

Health

Improvements

3: Engaged &

Supportive

Stakeholders

L1: Leadership

5: Inspiring Leadership of health improvement is widely shared by individuals and

groups representing all breed interests ( e.g. pet, show, working, agility,

obedience)

4: Intelligent Leadership of health matters includes veterinary and/or geneticist

expertise

3: Initiative A Health Sub-Committee has been appointed and a few keen individuals

are taking a lead

2: Intent A Health Coordinator has been appointed

1: Initial There is no obvious leadership or interest in Breed Health Improvement

L2: Resources/Funding

5: Inspiring Fund-raising is driven by the Breed Health Plan, with clear annual targets

and criteria for spending/investment

4: Intelligent A Health Fund is established and Clubs and individuals contribute

3: Initiative Fund-raising is carried out on a case-by-case basis to deal with individual

health issues

2: Intent Funds are raised on an ad hoc basis (e.g. Club raffles)

1: Initial There are no resources available, or allocated, to health improvement and

the Breed Council/Clubs see no need for a Health Fund

Plan...

1: Leadership

& Capability

2: Processes for

Planning,

Communicating &

Improving

4: Real Breed

Health

Improvements

3: Engaged &

Supportive

Stakeholders

P1: Planning

5: Inspiring Breed Health Plans are evidence-based, regularly reviewed and

demonstrably driving improvements

4: Intelligent There is a clearly defined strategy and plans for breed health

improvement covering all four areas of this framework (Lead, Plan,

Engage, Improve)

3: Initiative Plans are developed to include 'enablers' (Lead and Plan) as well as

addressing individual health issues

2: Intent Plans are developed for individual health issues, but there is no overall

strategy

1: Initial There are no plans for breed health improvement

P2: Breed Health Surveillance

5: Inspiring In addition to Breed Health Improvement planning with surveillance from

surveys, there is regular monitoring of causes of death, genetic diversity,

litter sizes/fertility and Popular Sires

4: Intelligent There is a process in place for continuous health surveillance using

surveys of health problems and deaths, and the results are reviewed and

published

3: Initiative A Breed Health Survey has been conducted in the past 12 months and

the data have been used to inform Health Improvement Plans

2: Intent Plans are being developed to implement a Breed Health Survey

1: Initial There is no health surveillance in place and no plans to implement it; the

KC Survey from 2004 is "long-forgotten"

P3: Partners

5: Inspiring The Breed Council/Clubs openly and willingly share learning, and work in

partnership with those in other breeds to help improve canine health

4: Intelligent A range of relevant partners, including those in other breeds with similar

issues, works with the Breed Council/Clubs to support improvement

activities

3: Initiative External specialists are involved with the Breed Council/Clubs in helping

to plan overall breed health improvement

2: Intent External specialists work with the Breed Council/Clubs on addressing

specific health issues

1: Initial No external partners or specialists are involved in breed health

improvement

P4: Communication

5: Inspiring A comprehensive communications strategy underpins all health

improvement activity and addresses all key stakeholders

4: Intelligent Communication is two-way, open, planned, regular and targeted at key

audiences, using a diverse range of channels/media

3: Initiative Additional communications channels are adopted, including online social

2: Intent Health matters are published in an ad hoc manner on Club websites and

in newsletters

1: Initial There is no communication of breed health matters

Engage...

1: Leadership

& Capability

2: Processes for

Planning,

Communicating &

Improving

4: Real Breed

Health

Improvements

3: Engaged &

Supportive

Stakeholders

E1: Breed Club Members

5: Inspiring The majority of Breed Club members fully support health improvement

activities, including issues related to genetic diversity, and are

open/honest about health issues

4: Intelligent Most Breed Club members willingly support screening and health

recommendations and are aware of genetic diversity issues (CoI)

3: Initiative Many Breed Club members adopt screening and health improvement

recommendations made by the Breed Council/Clubs

2: Intent Breed health issues are brought into the open by a few concerned

members of Breed Council/Club Committees, or Club members

1: Initial Breed health issues are ignored or denied by the Breed Council/Clubs

and their members

E2: Breeders - Non-Club Members

5: Inspiring The majority of people breeding a litter adopt the good practices

recommended by the Breed Council/Clubs, including those on genetic

diversity and CoI

4: Intelligent Most breeders are aware of, and willingly adopt, screening and health

recommendations and a few are aware of genetic diversity issues

3: Initiative Some breeders are aware of, and adopt, screening and health

improvement recommendations made by the Breed Council/Clubs

2: Intent A minority of breeders are aware of the health issues/recommendations

made by the Breed Council/Clubs, but few adopt them

1: Initial Most breeders are unaware of health issues, or ignore and deny them

E3: Owners and Potential Owners

5: Inspiring The majority of buyers/owners are aware of the good practices

recommended by the Breed Council/Clubs, including those on genetic

diversity and CoI, and make well-informed buying decisions

4: Intelligent Most buyers/owners are fully aware of breed-specific screening and

health recommendations, as well as genetic diversity issues

3: Initiative Many buyers/owners are aware of screening and health improvement

recommendations made by the Breed Council/Clubs and use them to

inform their buying decision

2: Intent A few buyers/owners are aware of the health issues/recommendations

made by the Breed Council/Clubs, but rarely take account of them

1: Initial Most buyers/owners are unaware of health issues in the breed and are

uninformed when making a buying decision

Improve...

1: Leadership

& Capability

2: Processes for

Planning,

Communicating &

Improving

4: Real Breed

Health

Improvements

3: Engaged &

Supportive

Stakeholders

I1: Health Improvement - Disease

Reduction

5: Inspiring There is strong evidence of sustainable improvement across all the

diseases/conditions prioritised by the Breed Health Plan

4: Intelligent There is clear evidence of improvement in most specific areas of the

breed's health disease priorities

3: Initiative There is evidence of improvement in several specific diseases/ conditions

that are breed health priorities

2: Intent Some evidence of health improvements is emerging in the highest priority

area of disease in the breed

1: Initial There is no evidence of improvement in the diseases/conditions known to

affect the breed and there is some evidence that the situation is

deteriorating

I2: Health Improvement - Conformation

5: Inspiring There is evidence of sustainable improvement in breed health as a result

of addressing conformation issues

4: Intelligent There is emerging evidence of improvement in breed health as a result of

acting to address conformation issues

3: Initiative There are plans in place and breeders and judges have been made

aware of health issues related to the breed's conformation

2: Intent The Breed Council/Clubs are aware of health issues caused by

conformation and the Breed Standard has been amended accordingly

1: Initial There is no awareness by the Breed Council/Clubs of health issues

related to conformation, or their impact on the breed's long-term viability

I3: Health Improvement -

Genetics/Diversity

5: Inspiring There is strong evidence of sustainable improvements in genetic diversity

with reduced bottlenecks and breed average CoI below 6.25%

4: Intelligent There is clear evidence of improvement in reducing genetic bottlenecks

and moving towards a breed average CoI of 6.25% or less

3: Initiative There is some evidence of improvement in addressing specific issues of

genetic diversity such as Popular Sires, and in reducing breed average

2: Intent The Breed Council/Clubs are aware of issues caused by Popular Sires,

genetic bottlenecks, reduced fertility and breed average CoI values

exceeding 12.5%

1: Initial There is no awareness by the Breed Council/Clubs of issues related to

genetic diversity, or their impact on the long-term viability of the breed

How to achieve Breed Health

Improvements using the Balanced

Scorecard and Maturity Assessment

Getting started...

Five steps for achieving effective

change

Identify your starting point

Decide where you want to get to

Decide how to bridge the gaps

Get started!

Review and re-new

Where are you now?

● Self-assess your breed using the 5-level

Assessment Gridso Ideally, this should be done by your Breed's Health

Coordinator and Health Sub-committee

● Decide which of the five levels you are

currently at, for each of the Scorecard areas:o Lead

o Plan

o Engage

o Improve

● Identify the key issues your assessment has

Where are you now? - example

Improve Engage

I1: Disease E1: Breed Club Members

I2: Conformation E2: Non-Breed Club Breeders

I3: Genetics/Diversity E3: Owners/Potential Owners

Plan Lead

P1: Planning L1: Leadership

P2: Health Surveillance L2: Resources/Funding

P2: Partners

P4: Communication

Initial Intent Initiative Intelligent Inspiring

Where are you now? - example

Initial Intent Initiative Intelligent Inspiring

L1: Leadership

L2: Resources/Funding

P1: Planning

P2: Health Surveillance

P3: Partners

P4: Communication

E1: Breed Club Members

E2: Non-Breed Club Breeders

E3: Owners/Potential Owners

I1: Disease Reduction

I2: Conformation

Where do you want to be?

● Identify what you currently do well and need

to continue to do

● Identify what you currently do well, but need

to enhance, or "step up a gear"

● Identify what you currently do well and could

usefully extend into other areas

● Identify what you currently do that isn't really

working and needs to be changed

● Identify what you are currently not doing and

need to start

Where do you want to be?

● Be realistic about what you want to achieve

and how quickly you can achieve it

o Leadership and Planning objectives can be

achieved within 1-2 years

o Engagement objectives will take longer to achieve;

perhaps 2-4 years

o Health Improvement objectives may take 4-10

years to achieve, depending on your breed's starting

point and the range of issues to be addressed

Decide how to bridge the gaps

● Identify the most important and practical

opportunities for further improvement:o Where can your breed make better use of its

strengths?

o Where can you learn from good practice in other

breeds and apply it in your own?

o Where could you be more systematic in the way you

do things?

o Where do existing initiatives need better

coordination or organisation?

o Which of the "enablers" will have the biggest impact

on the "results" your breed needs to achieve?

Get started!

● If you wait to develop the "perfect plan", you

will wait a very long time

● If you wait to get "everyone on board", you

will wait a very long time

● Find some "early supporters" who want to

work with you to improve things

● Have a go; see what works, then refine it

and extend it

Who will come with you?

Champions

Supporters

Wait and see

Reluctant

Followers

Blockers and

Terrorists

Enthuse

Educate

Enforce

Review and renew

● Review progress at least twice a year, to

ensure your planned actions are being

implementedo Ensure the Breed Council/Clubs are aware of

progress, successes and barriers

● Review how relevant and appropriate your

current actions areo Health priorities can change

o New research findings can open up new

opportunities

● Repeat your self-assessment using the

Success factors...

● Be open and honest when assessing your breed's

current situation

● Be ready to learn from good ideas and practices in

other breeds

● Share your breed's good practices with others

● Don't dwell on the past; focus on improving things for

the future of the breed

● Use the Scorecard and Assessment Framework as a

guide, not a "prescription"

● Don't expect quick fixes; real health improvement is a

long-term commitment

A Balanced Scorecard approach to Breed Health Improvement

Business