Strategic Management & Metrics

Strategic Management & Metrics

Inaugural Leadership Forum ? March 2013

Louise Davidson ? Project Lead Metrics@berkeley.edu

February 2013

1

Purpose

To appreciate how metrics can be used to make better management decisions and;

To communicate achievements with external audiences

February 2013

2

Introduction

How many of you have created metrics?

How many of you find them useful ?

How many of you "act" upon them?

(A ? Yes, B- No)

February 2013

3

Where are we headed?

A clear "line of sight" towards our mission

Campus: Alignment on clearly communicated campus

goals

Divisions: Clearly articulated goals and metrics

that cascade from campus goals

Supervisors: Metrics for work unit

goals

Individual perf. goals

How will we get there?

Campus 8-10 Year Aspirational Plan

Campus Rolling 2year plan

Units Rolling 2year plan

Measure &

Evaluate

Medium term

strategy

Annual process

Measure &

Evaluate

Medium term

strategy

Allocate resources

Make trade-off decisions

Overall resource envelope

Allocate resources

Unit resource envelope

Annual process

Make trade-off decisions

How will we get there?

Our goal is to support the development an Integrated Framework for Strategic Planning, Resource Allocation and measuring performance.

Core UCB

What actions are needed to stay on track?

Are we focusing on the right priorities?

Processes 1. 2 Year

Template V

Action Plan Management

Strategic Context & Objectives

UCB

Template I

Campus

Rolling Planning 2. Annual Budgeting

Template IV

Results

Performance Monitoring

Resource Allocation

Division

Template II & III

Process 3. Quarterly

Business Review (QBR)

How well are we performing against agreed upon performance metrics?

Are we allocating resources and making trade-offs to meet our objectives?

April 2013

6

Strategic Management and Metrics Project

Phase I & II of the project is focused on "proving by doing"; working with pilots and enhancing existing tools

1

Campus

Level

Framework

2

Division Level Pilots*

UCB Strategic Management and Metrics

Narrative/ Strategic Objectives

Capital Plan

Issues

Financials Metrics

Division Goals & Metrics

February 2013

Strategy

& link to Budget

Campus Common& Unit Metrics

Performance Monitoring

7

1. Operationalizing the campus goals (example)

Condensing the lofty goals to a specific set of dimensions that can be measured and tied to strategic initiatives

8

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