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Content by:
   Allison Rossett
Developed by:
   Chris Haddock
   Kendra Sheldon

About the book Chapter 1 Tables
Foreword Chapter 5 References

 

Table 1.2: Concerns About Speedy Performance Analysis

Concerns

Responses

"I like needs assessment. Will I still get to do it?"

Of course. Performance analysis sets the table for needs assessment, finding the right places to direct that focused study. In some organizations, the analyst passes the project on to others who will do the needs assessment. In others, the work is done by the same person.

"It would take me hours to figure out how to do this performance analysis."

This handbook provides templates matched to the kinds of opportunities you're likely to have. Adapting the template and sample questions will shave time off your study. Use the book in a just-in-time way, if you prefer. Besides, you owe yourself the professional development.

"This doesn't give me enough time."

PA probably doesn't give you enough time to feel certain. What it will do is give you a general picture of what's happening, enabling you to recommend likely, but not certain, directions and approaches. Remember, PA is the beginning, not the end, of your work with your customers.

"I have projects in Palo Alto; Togo, Africa; and Singapore. Will this planning process help me?"

It is intended to do that. In this book we look at the issues that many countries, cultures, and settings impose on you. Although there are no easy answers, there are some strategies, including the use of technology, that will address issues raised by distance and difference.

"I prefer surveys. Can I do one in performance analysis?"

Yes, you can, especially if you are seeking priority directions for a group of people, and after you've done sufficient study to be able to present options in the survey. Technology is also useful here. See Chapter Seven in the book for ideas about how to use technology to speed up and extend your reach.

"Performance analysis. Needs assessment. Get serious. My management won't give me that much time."

Take the bull by the horns. Although it is difficult to justify lengthy studies, it is even more difficult to justify hasty actions. Use architects and doctors as analogies. Would your customer respect a physician or architect who plunged into surgery or a building project without diagnostics?


 


Table 5.1: Performance Analysis for Engineers

Stage

Sources

Suggested questions

One

Customer, sponsor

Why are you focusing on the development of engineers now?
What do you hope to accomplish by developing engineers?
Are all engineers of equal interest or is one group the focus?
What do you see as key skills for the future?
What are the emergent challenges?
Have you established an on-line community that captures the ideas of thought leaders or enables collaboration between engineers, no matter their location?
(See Table 4.4 in the book for additional questions.)

Two

The literature, professional associations

What trends have they identified?
Emergent skills?
Perspectives?
Emergent challenges?
New technologies?
Additional sources?
Implications of worldwide outreach?

Three

Internal and external experts

What trends do you see as most critical?
Emergent skills?
Perspectives?
Emergent challenges?
New technologies?
From all these, what are the priorities that you associate with this organization and vertical market?
Who are the people in this organization who already manifest some of these skills and perspectives?
What explicit and tacit know-how is key?
Are there any records of this knowledge?
How is it maintained?
Shared?

Four

Model engineers

You have been identified as possessing skills that are considered "model"; what do you think people are referring to?
What strikes them as model about how you do the work? What challenges are emerging?
How have you acquired new skills and knowledge?
What support did you receive from the organization? What needs to happen to ensure that engineers are contemporary in their skills?
What do you think you know and do that distinguished your approaches?

Five

Randomly selected engineers

Here is a description of emerging challenges and competencies. Do you see the value and benefit in these new roles and skills?
Do you feel ready?
What do you think it will take to support your growth in these directions?
What role do you envision for yourself?
How might supervisors function differently?

 

 


Table 5.2: Floyd's Operating System Rollout

Stage

Sources

Suggested questions

One

Customer, sponsor

What is unique about this operating system (OS)?
Why have you decided to go in this direction?
What are the essential elements and benefits associated with the shift?
What do you want different employee groups to do with the system?
What do you think must be done to make this a successful rollout here and globally?
(See Table 4.2 in the book for more questions.)

Two

Review of minutes associated with the OS decision

Examine minutes related to the decision to go with the new OS, the new technical specifications, how the new differs from the current OS, expectations for vendor performance, and any concerns associated with rollout.
Seek why they've picked it, identify key elements, concerns, vendor promises.

Three

Internal expert or executive closest to the technical details associated with the new OS

What about this change is most promising?
What can it do for the organization?
What problems will it solve?
How do you want people to use it?
What are some of the costs and benefits?
What is the anticipated impact on processes?
As we think about introducing people to the OS, what will it take to increase their comfort and use?

Four

Vendor, vendor materials and documentation

This is Floyd's opportunity to capture details associated with the OS and to focus on lessons learned from rollouts in other organizations.
How does it enable _____?
How does it work?
When others have begun to use it, what helped make a successful rollout?

Five

Job incumbents, focus groups with employees randomly pulled from the organization

Now that I've described the new OS, I'd like your reaction to it. Can you see why the organization has made the switch?
Do you see benefits?
Do you think you have the skills it will take to make the shift?
What questions and concerns do you have?
What support would help you move in this direction?

 

 


Table 5.3: Emma's Safety Challenge

Stage

Sources

Suggested questions

One

Customer, sponsor

Why do you want to focus on safety now?
Why hasn't the problem been solved already?
I looked at our current safety program and wonder what your thoughts are about it. What are our strengths and weaknesses in this area now?
Where can we find the details about current safe and unsafe situations and actions?
(See Table 4.3 in the book for more questions.)

Two

Regulatory reports

Review the documents for answers to the following:
What are we doing right?
Wrong?
What did outside evaluators pinpoint?
What did they recommend?
Where are the most grievous errors or problems?

Three

Accident reports, insurance claims, employee complaints

Review the documents for answers to the following:
What are our problems?
Where are employees getting hurt?
What are the patterns?
What situations and actions are unsafe?

Four

Job incumbents

What is causing the major problems [identified in stages one through three]?
Why are employees having these problems?
If you were king or queen, how would you solve each of them?

Five

The literature

What does the literature say about the most typical barriers to success in these areas?
What are the recommendations?

Six

Supervisors

I've shared the major problem areas with you, based on my review of reports and claims.
Do they match your perceptions?
Why does the organization have each of these problems?
What are the causes?
What can the organization do?
If you ruled the organization, what would you do?
How might the organization make safety a higher priority?
Is it one of your priorities?

           
     
   

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