ROM Performance Management Case Studies

One Page Businesss Plan


Client Need: National adult sports association had developed a new strategy to revitalize its membership (another ROM project) and needed help with alignment and coordination of its nine volunteer teams charged with implementing the strategies that encompassed training, membership, information, sponsorship, facilities, tournaments and best practices in administration and governance. Many volunteers were inexperience in project management and virtual team activities.


ROM Contribution: Trained Team Leaders in project management and business plan design, using online collaborative workspaces, developing feasible team vision, objectives, strategies and action plans. Coordinated plans between teams and set up One Page Plans for each team to assure transparency and communication of team progress to national stakeholders.

 

Process Mapping


Client Need: Operational processes were undocumented and varied significantly by manager. The CEO needed to get control of processes, better understand where performance was lacking and provide more uniformity to administrative and customer services. Current managers and staff had limited understanding of process management or evaluation.


ROM Contribution:  Worked with managers and staff to define processes in finance, stakeholder relations, internal processes and human resources on which the company's survival and performance rested. Because there were no standardized current processes, we defined a plausible set of controlled processes within the capacity of the organization to implement but significantly improve performance. We then mapped these processes, including defining performance metric for implementation of the new processes and for their success in delivering explicit improved outcomes. ROM trained staff in process mapping, performance measurement and program evaluation to assure process sustainability and further improvement.

Balanced Scorecard


Client Need: A trade association consisting of disciplinary councils was without a coordinating strategy to mutually support each other and move the organization ahead for benefit of its members.  Although each council had a plan, none existed for the integrated set of functions, and one was requested for an upcoming meeting of the councils.


ROM Contribution: Researched issues and history prior to the meeting, interviewed principals, and recommended basic approach to develop an integrated strategy. Developed common values, mission, roles and responsibilities, specific initiatives and a balanced scorecard. The scorecard established objectives, measures, targets and initiatives for stakeholders, learning and growth, internal processes and finance. This was based on a day-long working session and presented to the council forum the next morning to rave reviews and adopted with only minor modifications.