Level 5
Category: Process Management
The purpose of Organizational Performance Management (OPM) is to proactively manage the organization’s performance to meet its business objectives.
SG 1 Manage Business Performance
SP 1.1 Maintain Business Objectives
SP 1.2 Analyze Process Performance Data
SP 1.3 Identify Potential Areas for Improvement
SG 2 Select Improvements
SP 2.1 Elicit Suggested Improvements
SP 2.2 Analyze Suggested Improvements
SP 2.3 Validate Improvements
SP 2.4 Select and Implement Improvements for Deployment
SG 3 Deploy Improvements
SP 3.1 Plan the Deployment
SP 3.2 Manage the Deployment
SP 3.3 Evaluate Improvement Effects
The organization’s business performance is managed using statistical and other quantitative techniques to understand process performance shortfalls, and to identify areas for process improvement.
Revised business objectives
Revised quality and process performance objectives
Senior management approval of revised business objectives and quality and process performance objectives
Communication of all revised objectives
Updated process performance mea
Evaluate business objectives periodically to ensure they are aligned with business strategies.
Compare business objectives with actual process performance results to ensure they are realistic.
Prioritize business objectives based on documented criteria, such as the ability to win new business, retain existing clients, or accomplish other key business strategies.
Maintain quality and process performance objectives to address changes in business objectives.
Revise process performance measures to align with quality and process performance objectives.
Analysis of current capability vs. business objectives
Process performance shortfalls
Risks associated with meeting business objectives
Periodically compare quality and process performance objectives to current process performance baselines to evaluate the ability of the organization to meet its business objectives.
Identify shortfalls where the actual process performance is not satisfying the business objectives.
Identify and analyze risks associated with not meeting business objectives.
Report results of the process performance and risk analyses to organizational leadership.
Potential areas for improvement
Identify potential improvement areas based on the analysis of process performance shortfalls.
Document the rationale for the potential improvement areas, including references to applicable business objectives and process performance data.
Document anticipated costs and benefits associated with addressing potential improvement areas.
Communicate the set of potential improvement areas for further evaluation, prioritization, and use.
Improvements are proactively identified, evaluated using statistical and other quantitative techniques, and selected for deployment based on their contribution to meeting quality and process performance objectives.
Suggested incremental improvements
Suggested innovative improvements
Elicit suggested improvements.
Identify suggested improvements as incremental or innovative.
Investigate innovative improvements that may improve the organization's processes and technologies.
Suggested improvement proposals
Selected improvements to be validated
Analyze the costs and benefits of suggested improvements.
Identify potential barriers and risks to deploying each suggested improvement.
Estimate the cost, effort, and schedule required for implementing, verifying, and deploying each suggested improvement.
Select suggested improvements for validation and possible implementation and deployment based on the evaluations.
Document the evaluation results of each selected improvement suggestion in an improvement proposal.
Determine the detailed changes needed to implement the improvement and document them in the improvement proposal.
Determine the validation method that will be used before broad-scale deployment of the change and document it in the improvement proposal.
Document results of the selection process.
Validation plans
Validation evaluation reports
Documented lessons learned from validation
Plan the validation.
Review and get relevant stakeholder agreement on validation plans.
Consult with and assist those who perform the validation.
Create a trial implementation, in accordance with the validation plan, for selected improvements to be piloted.
Perform each validation in an environment that is similar to the environment present in a broad scale deployment.
Track validation against validation plans.
Review and document the results of validation.
Improvements selected for deployment
Updated process documentation and training
Prioritize improvements for deployment.
Select improvements to be deployed.
Determine how to deploy each improvement.
Document results of the selection process.
Review any changes needed to implement the improvements.
Update the organizational process assets.
Deployment plans for selected improvements
Determine how each improvement should be adjusted for deployment.
Identify strategies that address the potential barriers to deploying each improvement that were defined in the improvement proposals.
Identify the target work activities for deployment of the improvement.
Establish measures and objectives for determining the value of each improvement with respect to the organization’s quality and process performance objectives.
Document the plans for deploying selected improvements.
Review and get agreement with relevant stakeholders on the plans for deploying selected improvements.
Revise the plans for deploying selected improvements as necessary.
Updated training materials (to reflect deployed improvements)
Documented results of improvement deployment activities
Revised improvement measures, objectives, priorities, and deployment plans
Monitor the deployment of improvements using deployment plans.
Coordinate the deployment of improvements across the organization.
Deploy improvements in a controlled and disciplined manner.
Coordinate the deployment of improvements into the defined processes for the work as appropriate.
Provide consulting as appropriate to support deployment of improvements.
Provide updated training materials or develop communication packages to reflect improvements to organizational process assets.
Confirm that the deployment of all improvements is completed in accordance with the deployment plan.
Document and review results of improvement deployment.
Documented measures of the effects resulting from deployed improvements
Measure the results of each improvement as implemented on the target work activities, using the measures defined in the deployment plans.
Measure and analyze progress toward achieving the organization’s quality and process performance objectives using statistical and other quantitative techniques and take corrective action as needed.