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WORK PLAN AND SAMPLE OUTPUT OF ORG & KPI
(PHASE I)
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OVERVIEW OF PROPOSED ORG & KPI MODULE APPROACH
Create and discuss fact base
Identify and evaluate opportunities
Synthesize and finalize recommendations
6 weeks
5 weeks
2 weeks
KPI system
Organization roadmap
Priorities for next phase
Organization
KPI systems
Steering committee
meeting
Training
workshop
Current organization audit
Issues and root causes
Requirement for success
Case studies
Current system audit
Issues and root causes
Case studies
Organization design and
roadmap
KPI system design
Kick-off
KPI/incentive
Supply chain
Interim 1
Interim 2
Final
Review + set priorities for Phase 2
(Phase I)
(Phase II)
(Phase III)
Sales &
marketing
Brand
management
Change
management
TBD
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KEY MODULE OBJECTIVE IN PHASE I
Audit current organization structure, processes and capabilities
What are the issues of HY’s current organization architecture?
How was the effectiveness of HY’s key decision-making process?
Is the key project team system in place and how does it work?
How does the current KPI system work?
How does the HR management work? esp. in recruiting and training?
What are the information requirement in key functions and how does the information system work now?
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ORGANIZATION/KPI MODULES WILL ENHANCE THE MANAGEMENT SYSTEM – HOW THE COMPANY MANAGES
Holistic Approach Incorporating Main Management Levers
Architecture
Roles and responsibilities
Job descriptions
Structure
Key performance indicators
Incentives
KPI/incentives
Strategic planning
Capital expenditure
Processes
Recruiting
Training
People Practices
Task forces
Design teams
Committees
Project Teams
Information requirement
Systems Architecture
Information Technology(1)
Behavior And Results
Growth Strategy
(1) Not included in this project scope
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PROPOSED PROJECT WORK PLAN AND TIMELINE
(I)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
What are the issues of HY’s current organization architecture?
HY has a very complicated organization structure
too many layers
too many Department
too high degree of centralization
The headcount efficiency in some Dept could be improved
Manufacturing?
Sales?
There are big mismatches between the job description and the actual work in 3rd and 4th level
Sales?
Some vagueness/overlapping exists in R&R setting
I-a and I-b
I-c
I-d
I-d
HR interviews
sales interviews
Competitor interview
KM best practice benchmark
Dianna
Eric and Bill
HY team member and Elaine
Dianna
two weeks
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PROPOSED PROJECT WORK PLAN AND TIMELINE
(II)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
How was the effectiveness of HY’s key decision-making process?
Effectiveness of some important decision making processes need to be improved
strategic planning?
capital expenditure?
?
Current issues include
too long time?
not clear responsibility?
no standard procedure?
blocked information flow?
key output too general?
insufficient follow up and enforcement
II-a
II-b
Vice President interview
Head of related functions interviews
Finance Mgr.
Manuf. Mgr.
etc.
KM
Dianna
Dianna
Dianna
3 days
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PROPOSED PROJECT WORK PLAN AND TIMELINE
(III)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
Is the key project team system in place and how does it work?
HY has not set up a sophisticated project-based team for some key tasks
new sales force setting?
equipment purchasing?
etc?
The current project-based teams do not work effectively
too long time?
not clear responsibility?
no standard procedure?
blocked information flow?
key output too general?
insufficient follow up and enforcement
III –a
III-b
VP interviews
Head of related functions interviews
Finance Mgr.
Manuf. Mgr.
etc.
KM
Dianna
Dianna
Dianna
3 days
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PROPOSED PROJECT WORK PLAN AND TIMELINE
(IV)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
How does the current KPI system work?
There is currently no KPI/incentive system in placed in Huiyuan, except the ones for sales managers
Current KPI/incentive for sales managers not effective
Huiyuan lacks a KPI/incentive design methodology
In order to carry out the growth strategy, a well designed KPI/incentive system is necessary
Critical activities required to define the right KPI/incentive system
IV- a
IV-b
IV-c
IV-d
HR interviews
HR and Sales interviews
HR and Sales Mgr. interviews
KM
KM
Dianna
Dianna, Bill
Dianna
Dianna
3 days
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PROPOSED PROJECT WORK PLAN AND TIMELINE
(V)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
How does the HR management work? esp. in recruiting and training
Managers/employees at key functional areas not qualified enough
Recruiting and training practice key reasons for low employee capabilities
not well-developed recruiting process/criteria
problems in people retention
not enough training time?
not well-designed training system
etc.
V-a
V-b
HR interviews
Sales force interviews
HR interviews
Sales force interviews
Dianna
HY team
Dianna
HY team
3 days
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PROPOSED PROJECT WORKPLAN AND TIMELINE(VI)
Key questions
Initial hypothesis
Analysis
Source
Owner
Time
What are the information requirement in key functions and how does the information system work now?
Information system not well-developed in key departments
frequency issue?
information flow issue?
platform not set up?
VI-a
Sales and Manuf. interviews
Dianna
Bill
Eric
2 days
