XYZ Organization

1
XYZ Organization

• Lead Judge Steve Hoisington
• Team Leader Sally Smith
• Date
• Site Visit YES
• Team Score 416

2
Key Factors

• Headquarters in Madison, WI
• Services include logistics, communications, fuel,
  and transportation for major trucking companies
• 161 Regular employees, 36 Part-time employees,
  523 Contract employees
• Operates and maintains 12 locations covering 1332
  acres and 1.7 M square feet of buildings

3
Key Factors (continued)

• Equipment include trucks, buildings, IT
  infrastructure to support logistics systems
• 3 major partners help provide facilities and
  infrastructure
• Fuel
• Communications
• Maintenance and equipment service
• Must comply with federal and state environmental
  and pollution regulations

4
Key Factors (continued)

• Challenges 20 reduction in personnel
• Retention of key
  resources
• Maintain margins in a
  
• stagnant market

5
Key Themes - Strengths

• Visionary Leadership in conjunction with the
  strategic plan, guides the organization through a
  vision, mission, guiding principles, and
  objectives
• Alignment of strategic goals, objectives, action
  plans, strategies, processes, and results
  (alignment to strategic challenges and goals in
  Organizational Profile, to action plans in Item
  2.1, to results in Category 7)

6
Key Themes - Strengths (cont)

• Usage of High Performance Management System to
  manage data, performance results, and sharing of
  status with the workforce
• Executive Steering Committee monitors strategic
  action plan item attainment through Goal Managers
  and High Performance Management System

7
Key Themes - Strengths (cont)

• Some evidence (results) of the effective- ness of
  approaches taken. Some good results and
  attainment of goals

8
Key Themes - Vulnerabilities

• Lacking competitive comparisons and projections
  of performance throughout to assess the relevance
  of current levels of performance
• Lack of performance projections and thus, a
  future focus

9
Scoring Profile Consensus
10
Scoring Profile Site Visit
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typing , , -, --, or in this spreadsheet
11
Scoring Profile




















12
Site Visit Discoveries

• The team was much more positive about the XYZ
  Organization after the site visit
• High levels of morale and knowledge of the
  workforce on goals of the organization
• Active, hands-on involvement of Executive
  Steering Committees, also leading to visible
  leadership
• Pervasive use and breadth of depth of the High
  Performance Management System

13
Site Visit Discoveries(continued)

• Process management is stronger than stated in the
  written application
• Verified that few comparison data exist
• Discovered use of Goal Managers to measure and
  manage performance to achieve goals throughout
  the organization

14
Key Issues and Questions

• Identify key strengths of the organization, along
  with examples to support each
• Identify key vulnerabilities of the organization,
  along with examples to support each
• Identify Best Practices of the organization
• Discuss team dynamics, experiences, and biases
  (some appearance of using Criteria as a checklist
  and applying own interpretations (e.g. Cat 7).
  Some differences in application of scoring
  criteria (e.g. Cat 7) such as giving credit for
  achieving goals.
• What changes occurred to comments and scores
  between Consensus and Site Visit, and why?
• Why did the team score the applicant as they did?

15
Key Issues and Questions(continued)

• If this organization were to receive Excellence
  recognition, would they be a credible role model
  for WFAs top award? Why or why not?
• If another organization were going to visit this
  organization, what 3 things of most value could
  they teach others?
• What 3 things would the organization not want
  others to see?

16
Potential Best Practices

• Pervasive use of High Performance Management
  System (HPMS) to manage data, performance
  results, and sharing of status with the workforce
  
• Use of Goal Managers to establish, measure,
  monitor, and achieve goals throughout the
  organization (demonstrated effectiveness of
  achieving goals as a result)