Planning & Scheduling Your PuMP Projectpumpprofessionalprogram.com/wp-content/downloads/... · The...

© Stacey Barr

the PuMP® Certification Program

Planning & Scheduling

Your PuMP Project

The 5 success factors to prepare your Measures

Team to create great measures, fast.


INTRODUCTION: Planning & Scheduling Your PuMP Project

© Stacey Barr

The PuMP Performance Measure Blueprint

1.

plan approach

& warm up the

team

2.

make the

strategy

measurable

3.

design the

measures

4.

consult wider

to build

buy-in

5.

define the

measures &

source data

6.

report the

measures

7.

use measures

to improve

performance

8.

review the

measures &

integrate

plan &

review

measure

selection

bring

measures to

life



© Stacey Barr

What is the PuMP Certification Program?

How-to & hand-holding as you facilitate the PuMP

Performance Measure Blueprint for your teams

• Preparing teams for PuMP

• Delivering PuMP implementation workshops

• Confidently facilitating the PuMP techniques

• Guiding & inspiring people to measure what matters



© Stacey Barr

Why do the program?

You become a capable and confident PuMP Practitioner

• Your organisation’s Performance Measurement Leader

• A future career as one of our PuMP Consultants?



© Stacey Barr

The PuMP Certification Program Structure


STEP 1: Create Real Demand for Performance Measurement

STEP 2: Design a Measurable Strategy From Top to Bottom

STEP 3: Select a Suite of Powerful Performance Measures

STEP 4: Stimulate Wider Engagement and Buy-in

STEP 5: Streamline Your Measure Implementation System

STEP 6: Analyse and Report Performance Results

STEP 7: Interpret and Use Performance Measures for Improvement

STEP 8: Leverage Your First Performance Measurement Success Story

STEP 9: Formalise Your Performance Management Cycle



© Stacey Barr

If you want to learn more…

Go to www.pumpcertification.com to find out

• How it works

• The 9 steps

• Webinar dates & times

• Download the Application Form

• Download a Business Case Template

http://www.pumpcertification.com/



© Stacey Barr

INTRODUCTION: Planning & Scheduling Your

PuMP Project

5 success factors to create great measures, fast…

• SUCCESS FACTOR 1: Choosing the focus

• SUCCESS FACTOR 2: Forming your Measures Team

• SUCCESS FACTOR 3: Scheduling the right amount of time

• SUCCESS FACTOR 4: Structuring each meeting

• SUCCESS FACTOR 5: Measure your performance measurement



© Stacey Barr

Success Factor 1:

Choosing your focus



© Stacey Barr

Find a real need.

When there IS a corporate strategic direction…

• It’s about cascading strategy & measuring the implied

performance results

When there ISN’T…

• Choose one known performance problem

• Choose 2 or 3 customer satisfaction drivers: ask customers

• Choose productivity drivers: rework & cycle time



© Stacey Barr

There are only two selection criteria.

The Manager will give his/her time to it.

• That is, they will personally attend all meetings/workshops.

There is time, e.g. by delaying something less important.

• Measures Team members need 2-4 hours per week

• Stay focused on just a few valuable measures!



© Stacey Barr

How many teams at once?

First time through at Fast-Track pace:

• Just 1 or 2 teams.

After you’ve succeeded once or twice:

• Full-time or slower than Fast-Track pace, then up to 3-4 teams

per step per week.

• If you’re doing this part-time, 1 or 2 teams per step per week.



© Stacey Barr © Stacey Barr

Success Factor 2:

Forming your Measures

Team



© Stacey Barr

What’s a Measures Team?

A selection of 4 to 6 people who together represent the

business unit or business process you want to PuMP.

They act on behalf of their colleagues to do the grunt work

in developing performance measures.

You will facilitate them through the steps of the PuMP

Blueprint, through a series of workshops or meetings.



© Stacey Barr

Recruiting members.

Volunteers who want to be part of it…

• plus their Manager.

Aim for people who have knowledge of:

• data, work processes, customer needs, existing measures.

Invite, don’t mandate.

Make it clear it’s NOT about measuring them!




Success Factor 3

Scheduling your PuMP

Project



© Stacey Barr

One PuMP Blueprint step per week

(for the Fast-Track).

Each week:

• PuMP Certification webinar

• Download resources & review Implementation Action Plan

• Prepare your Measures Team (e.g. email agenda, tailor slides)

• Deliver the workshop/meeting (facilitate the PuMP technique)

• Follow up to complete PuMP templates

• One-to-one phone coaching with me

• Email me your progress & questions for feedback



© Stacey Barr

PuMP Project Plan Template

Download from www.pumpcertification.com/pumpproject

http://www.pumpcertification.com/pumpproject




Success Factor 4:

Structuring each meeting



© Stacey Barr

Good preparation makes a difference.

Allow 2 – 3 hours per PuMP workshop (step).

A meeting room that’s quiet and away from work areas.

A laptop and data projector loaded with the PuMP template.

Snacks or treats (healthy of course!!).



© Stacey Barr

Hold the space for engagement and ownership.

Start the meeting with purpose, process, outcomes [15 – 30

minutes]

• Purpose: what struggle does this PuMP technique fix?

• Process: introduce the PuMP technique

• Outcomes: what you’re aiming for (e.g. show a case study)



© Stacey Barr


Most of the meeting is doing it [1.5 – 2.5 hours]

• Be a facilitator.

• Focus the dialogue on filling in the PuMP template.

• Stay focused.

• Aim for a solid draft (NOT perfection).



© Stacey Barr


End the meeting with a reflection & action plan [15 minutes]

• What worked well?

• What could have worked better?

• What actions need to be completed before the next meeting?




Success Factor 5:

Measure your performance

measurement!



© Stacey Barr

Continually improve your performance

measurement process.

Use a PuMP Assessment to gauge your current & ongoing

performance measurement maturity.

• Detailed PuMP Assessment

• Short PuMP Diagnostic (condensed PuMP Assessment) if you

have less time

Access here: www.pumpcertification.com/pumpproject




© Stacey Barr

The goal ISN’T to jump through PuMP hoops.

What results do you want from this PuMP implementation?

• A performance report that people find useful and usable?

• More engagement with the organisation’s goals?

• Getting a real performance improvement?

• A higher percentage of people’s time on priority work?

• A few measures that people feel excited about using?



© Stacey Barr

Describe those results in rich detail.

Write a statement about these results as though they are

already happening. Be sensory specific!!

Hold up another organisation or business unit as a model to

aspire to.

Which steps in PuMP does this future state most depend

upon?




So what next?



© Stacey Barr

If you’re doing the PuMP Certification Program

with me…

Make sure you plan your PuMP Project the week BEFORE

we start on October 6th

Email me your PuMP Project plan to help me coach you

through the program.



© Stacey Barr

If you’re NOT doing the PuMP Certification

Program with me…

Why not?!

Use the PuMP Project Plan template as the basis for a

PuMP Pilot.

• Remember the 8-week Fast-Track PuMP Pilot?

• Use Steps 1 to 8 in the PuMP Project Plan template.




Questions?

Feedback?




That’s it!!

To apply for the PuMP Certification Program, go to

www.pumpcertification.com

Start planning your PuMP Project today!

www.pumpcertification.com/pumpproject

http://www.pumpcertification.com/


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