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Gilbert & Harless So
Happy TogetherA Worksheet for Performance Analysis
Beth McGoldrick
Carol Porter
Tuesday, April 12 educational session
©2011 Beth McGoldrick & Carol Porter
2 • THE Performance Improvement Conference 2011 • Orlando, Florida
HPT Model
3 • THE Performance Improvement Conference 2011 • Orlando, Florida
HPT Model
©2011 Beth McGoldrick & Carol Porter
4 • THE Performance Improvement Conference 2011 • Orlando, Florida
Why Analyze?
What do we want to achieve or avoid through analysis?
©2011 Beth McGoldrick & Carol Porter
5 • THE Performance Improvement Conference 2011 • Orlando, Florida
3 Key Reasons to Analyze
• Identify the right problem
• Find the underlying causes of the gap
• Get stakeholders involved and
thinking about the issue
©2011 Beth McGoldrick & Carol Porter
6 • THE Performance Improvement Conference 2011 • Orlando, Florida
How to analyze?
What models can we use to guide us?
©2011 Beth McGoldrick & Carol Porter
Our Suggestion
Harless’s FEA
1. Do we have a problem?
2. Do we have a performance problem?
3. How will we know when the problem is solved?
4. What is the performance problem?
5. Should we allocate resources to solve it?
6. What are the possible causes of the problem?
7. What evidence bears on each possibility?
8. What is the probable cause?
9. What general solution type is indicated?
10. What are the alternative subclasses of solution?
11. What are the costs, effects and development times of each solution?
12. What are the constraints?
13. What are the overall goals?
Gilbert’s Leisurely Theorems
7 • THE Performance Improvement Conference 2011 • Orlando, Florida
PIP = Wex
WtBEM
©2011 Beth McGoldrick & Carol Porter
Our Suggestion
8 • THE Performance Improvement Conference 2011 • Orlando, Florida
PIP BEM
Gilbert’s Cause & Effect Analysis Harless’FEA
©2011 Beth McGoldrick & Carol Porter
9 • THE Performance Improvement Conference 2011 • Orlando, Florida
Combined Analysis WorksheetGap Analysis
1. Do we have a problem?
2. Do we have a performance problem?
3. How will we know when the problem is solved?
4. What is the performance problem?
5. Should we allocate resources to solve it?
If the answer to #5 is “no,” stop; if the answer to #5 is “yes,” continue.
PIP = Wex
Wt
Desired PerformanceActual Performance
Gap in Performance
10 • THE Performance Improvement Conference 2011 • Orlando, Florida
Combined Analysis Worksheet
Gap Analysis
4. What is the performance problem?
Chevalier’s Cause Analysis Worksheet
Present Level of Performance: _______________________
________________________________________________
Desired Level of Performance: ___________________________
______________________________________________________
Reasonable Goal: ______________________________________
____________________________________________________
11 • THE Performance Improvement Conference 2011 • Orlando, Florida
Combined Analysis Worksheet
Cause Analysis
6. What are the possible causes of the
problem?
7. What evidence bears on each
possibility?
8. What is the probable cause?
12 • THE Performance Improvement Conference 2011 • Orlando, Florida
Gilbert’s BEM
13 • THE Performance Improvement Conference 2011 • Orlando, Florida
Chevalier’s Updated BEM
Leverage
Performance
Results
Knowledge
Motives
Capacity
Motives
Knowledge
Incentives
Resources
Information
Impact
Cost
Lower
LowerHigher
Higher
14 • THE Performance Improvement Conference 2011 • Orlando, Florida
(Adapted from Chevalier, 2003, Figure 4, p. 10)
Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)
Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)
Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)
Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)
19 • THE Performance Improvement Conference 2011 • Orlando, Florida
Combined Analysis Worksheet
Intervention Selection
9. What general solution type is
indicated?
10.What are the alternative subclasses of
solution?
11.What are the costs, effects and
development times of each solution?
12.What are the constraints?
13.What are the overall goals?
Your Turn…..
• How have you applied these models?
• How will you apply these models?