WO2002029673A1 - Strategic organization plan development and information present system and method - Google Patents
Strategic organization plan development and information present system and method Download PDFInfo
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- WO2002029673A1 WO2002029673A1 PCT/US2001/030798 US0130798W WO0229673A1 WO 2002029673 A1 WO2002029673 A1 WO 2002029673A1 US 0130798 W US0130798 W US 0130798W WO 0229673 A1 WO0229673 A1 WO 0229673A1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
Definitions
- the present invention relates to methods and tools used by businesses and other organizations for implementing organization plans for such businesses or other entities, and more particularly to the systems and methods used for developing and implementing strategic organization plans through the use of computer spreadsheet technology.
- the Balanced Business Scorecard is a conceptual tool that was developed by Robert Kaplan and David Norton both of the Harvard Business School, and it appeared in: Kaplan, Robert S. and Norton, David P., The Balanced Scorecard: Measures that Drive Performance. Harvard Business Review (January-February,
- the Balanced Business Scorecard can functionally be defined as a method of establishing and gauging a business' s success by focusing on four business perspectives: a financial perspective; a customer satisfaction perspective; an internal business environment perspective; and an organizational learning, employee based perspective. Based on these perspectives, the Balanced Scorecard method requires a business to first establish its goals and to identify the factors that are essential to its success. Next, the business assigns measurable key performance indicators to these factors in order for every level of management and, possibly, for every employee, to be able to gauge and manage the business's ability to meet its goals.
- This invention relies on the installation of new hardware, the implementation of new software, and the implementation of new databases, which may be cost prohibitive to some businesses and which could require a long implementation timeline. Therefore, with this stated, there still remains a need for an effective, low cost, quick to install, and easy to use organization performance management system.
- the present invention is a system and method for developing a strategic organization plan and for implementing such plan through a computer spreadsheet-based presentation system. Broadly stated, the present invention combines the benefits of the Balanced Business Scorecard with the strengths of technology to create a dynamic new management tool.
- the invention combines Strategic Performance Measurement Consulting, which uses a modified version of the Kaplan and Norton Balanced Business Scorecard system, with spreadsheet application technology to create an information presentation system that can be used on a single workstation, or through the use of a computer network, an intranet, or the internet, can be accessed and used by all of the organization's decision makers, including the organization's rank and file employees as well.
- a feature of using the Balanced Business Scorecard Strategic Performance Measurement Consulting System and Method, (“Consulting System”), in combination with the spreadsheet-based Information Presentation System and Method, (“Information Presentation System”), is that the combination is organized in a way that allows the organization to quickly and efficiently focus the organization's intellectual capital resources toward the task of achieving the goals that are established for the organization by the Consulting System, and it attempts to foster an organization-wide performance commitment from all of its employees.
- the advantages of this combination include: the organization's strategic vision being communicated and implemented throughout the organization; the enabling of the organization's leadership to focus on their organization's customized list of Critical Success Factors; the shift to using long-term goals as the driving force in a organization's strategic plan rather than short-term results; the capture of the dynamics associated with the organization and the organization's environment including, if appropriate, its competition; the building of a knowledge-based information system that captures and shares the organization's intellectual capital; and the linkage of the organization's strategic plan with the organization's planning and budgeting functions and the human resources functions, in order to allow the organization the opportunity to develop overall "performance commitment" from the entire organization ⁇ in other words, the present invention provides the organization with an opportunity to create the impetus to define and drive the "culture" of the entire organization.
- FIG. 1A is a block diagram of a computer system in which the present invention may be embodied
- FIG. IB is a block diagram of the Information Presentation System of the present invention, which includes an operating system, application software, and input and output devices;
- FIG. IC is a block diagram of a Data Map, according to a preferred embodiment of the present invention.
- FIG. 2 A is a block diagram of the Strategic Organization Plan Development System and Method, including the Strategic Business Plan, according to a preferred embodiment of the present invention
- FIG. 2B is a block diagram of a representation of the Balanced Business Scorecard
- FIG. 2C is a block diagram/timeline of a preferred embodiment of the Strategic Organization Plan Development System and Method
- FIG. 3 is a bitmap showing a typical Spreadsheet Application Screen Template that can be used with the present invention, according to a preferred embodiment of the Information
- FIG. 3 A is a bitmap showing the Main Screen, according to a preferred embodiment of the Information Presentation System
- FIG. 4 is a bitmap showing the Cause & Effect Screen, according to a preferred embodiment of the Information Presentation System
- FIG. 5 is a bitmap showing one of the KPI Results Screens, according to a preferred embodiment of the Information Presentation System;
- FIG. 6 is a bitmap showing one of the Description Screens, according to a preferred embodiment of the Information Presentation System
- FIG. 7 is a bitmap showing one of the Targets Screens, according to a preferred embodiment of the Information Presentation System
- FIG. 8 is a bitmap showing the Help Screen, according to a preferred embodiment of the Information Presentation System.
- FIG. 9 is a bitmap showing one of the Action Item Screens, according to a preferred embodiment of the Information Presentation System.
- FIG. 10 is a bitmap showing the Action Item Status Screen, according to a preferred embodiment of the Information Presentation System
- FIG. 11 is a bitmap showing one of the Worksheet Screens, according to a preferred embodiment of the Information Presentation System
- FIG. 12 is a bitmap showing the Data Menu Screen, according to a preferred embodiment of the Information Presentation System.
- FIG. 13 is a bitmap showing one of the Graph Screens, according to a preferred embodiment of the Information Presentation System.
- the Information Presentation System 1 of the present invention may be installed or embodied on a computer system such as the computer system 10 shown in FIG. 1A.
- the computer system 10 can be any standard computer system that is well known in the art, which may be comprised of the following integral parts: a central processing unit 11; a main computer memory 12; a memory and input/output device controller 13; a keyboard 14; a pointing device 15 (e.g., a mechanical computer mouse, i.e., the mouse uses a trackball, an optical mouse, a touch-pad, or some other similar pointing device); a monitor 16 or some other similar display device; a hard disk drive 17 or some other similar memory storage device; and, preferably, a printer 18.
- a printer e.g., a mechanical computer mouse, i.e., the mouse uses a trackball, an optical mouse, a touch-pad, or some other similar pointing device
- monitor 16 or some other similar display device e.g., a hard disk drive 17 or some other similar
- the Information Presentation System 1 can be installed on a computer network server, either a LAN or a WAN, or on any other suitable network, internet and/or intranet configuration, so that the Information Presentation System 1 can be shared by multiple users simultaneously.
- the Information Presentation System 1 has a great deal of flexibility in the choice of methods and/or configurations of computer hardware and/or software, which can be used for storing and transferring data, and for inputting the data into the Information Presentation System 1.
- the data can be manually entered, or imported from databases or from other electronic spreadsheet applications.
- the Information Presentation System 1 can access data marts or flat files through use of the organization's own "query" tools, and the Information Presentation System 1 can access other electronic spreadsheets residing on servers or on other devices that are in communications with the Information Presentation System 1, as shown in FIG. IC.
- FIGS. 1A and IB a basic block diagram of the Information Presentation System 1 platform is shown.
- Installed or loaded on the main computer memory 12 and on the hard disk drive 17 memory of the computer system 10 is the operating system 20.
- the operating system 20 is used to control the operation of the hardware and the software of the computer system 10, thereby, allowing software applications such as the Information Presentation System Application Software 5 to be installed onto the computer system 10 and launched and run by the user when desired.
- the user enters data, commands, or other similar instructions to the Information Presentation System Application Software 5 and/or the operating system 20 through use of the computer system 10.
- the computer operating system 10 is from Microsoft Corporation's Microsoft Windows product line and the Information Presentation System Application Software 5 is from Microsoft Corporation's Microsoft Excel product line.
- the Consulting System 2 and/or the Information Presentation System 1 of the present invention are not limited to any specific configuration of devices, operating systems, or electronic spreadsheet software applications.
- those skilled in the art of electronic and/or computer based spreadsheet applications will find that the Consulting System 2 and Information Presentation System 1 (and/or their corresponding methods) may be used with, or complemented or supplemented by, a variety of computer systems, hardware components and/or software applications including, but not limited to, visual basic for macro creation, for example.
- the Information Presentation System 1 uses a spreadsheet software application, i.e., the Information Presentation System
- Application Software 5 to present the information, it includes most, if not all, of the commonly known attributes of spreadsheet applications, e.g., the screens of the Information Presentation System 1, use the commonly known and used spreadsheet application screen templates 20, as shown in FIG. 3.
- the spreadsheet application screen templates 20 are comprised of: control menu icons 181; a Standard Toolbar 182; a Title Bar 183; a
- cells 25 are selected by being “clicked on” by a user through the use of a computer mouse or some other similar pointing device and, once selected, the cell 25 will be highlighted by a darkened border.
- the cell is generally identified by the intersection of the Column Heading 194 and the Row Heading 195.
- the cell 25 with the dark border in the Workbook Window 187 would be identified as cell 25 "Al.”
- the Workbook Window 187 shown in FIG 3 consists of the rows 24 numbered 1 through 18 and the columns 23 lettered A through L. Therefore, the Workbook Window 187, as shown in FIG. 3, consists of cells 25 Al through L18.
- Information can be stored in a cell 25 by first selecting a cell 25 through the use of the keyboard 14 or the pointing device 15 and then manually inputting the information, or it can be "imported" into the cell through the use of cell macros (i.e., software routines or sub-routines that can be used in the Information Presentation System 1). Since the cell macros are computer software code, they can also perform calculations or other manipulations of the information including, but not limited to, inter-cell and/or inter- screen manipulations. Basic spreadsheet program operation and use, including the development and use of spreadsheet macros are well known and disclosed in the literature associated with the art.
- Element K Content LLC has created a series of Student Manuals for the Microsoft Excel 2000 spreadsheet application that are titled Excel 2000: Worksheets (Final Edition ' ) Millennium Edition: Excel 2000: Charting and Organizing Data (Final Edition) Millennium Edition; and Excel 2000: Advanced (Final Edition) Millennium Edition. All of which bear the copyright notice: ⁇ 2001 Element K Content LLC; these manuals are available through the Element K Content LLC website at http;//www.elementkpress.com.
- the macros contained in the present invention are designed by the consultant to perform Information Presentation System 1 specific functions pursuant to the needs and desires of the organization in which it is to be used.
- 3A-13 are Workbook Window 187 portions of a Spreadsheet Application Screen Template 20, in other words the spreadsheet screens are embedded in the Workbook Window 187 of a Spreadsheet Application Screen Template 20. Therefore, in operation, whenever the user selects one of the spreadsheet screens, he would not only see the spreadsheet screen, as shown in FIGS. 3A-13 or as modified to meet the user's or the organization's needs, but would also a Spreadsheet
- the Information Presentation System 1 is not just a computer based electronic spreadsheet application, but because it uses a spreadsheet application, which may already be installed on the user's computer system, the following benefits are, or may be, provided by the Information Presentation System 1: costs can be minimized; very quick installation of the Information Presentation System 1 is attainable; the user can be confidant that the organization has the human resources necessary to operate and maintain the Information Presentation System 1; and the spreadsheet applications used with the Information Presentation System 1 have a built-in flexibility for future expansion of the Information Presentation System 1, e.g., the Information Presentation System 1 allows databases to be added later so that immediate implementation is achievable through less complex configurations.
- the Information Presentation System 1 is an organization (e.g., business) management tool that implements a Strategic Organization Plan 200 through use of the Consulting System 2 of the present invention, as shown in FIG. 2A-C.
- the Strategic Organization Plan 200 is based, at least in part, on the Kaplan and Norton "Balanced Business Scorecard" 201 concept.
- the Strategic Organization Plan is based, at least in part, on the Kaplan and Norton "Balanced Business Scorecard" 201 concept.
- CSFs Critical Success Factors
- KPIs Key Performance Indicators
- Lagging measures should be viewed as those measures that report results attributable to decisions and actions taken by the organization much earlier, and which generally reveal whether those earlier actions have translated into more business with new and existing customers, and to improved financial performance.
- the consultant tries to achieve a mix of KPIs 204 that consists of about 60% leading measures, and 40% lagging measures to implement the Strategic Organization Plan 200.
- this is not the only mix that can be used and any other mix that is suitable for developing the Strategic Organization Plan 200 for the organization of concern can be used.
- This Cause & Effect Screen 60 will display the relationships between the KPIs 204, thereby, showing the dynamics of the organization and, therefore, providing the decision makers of the organization with a very useful and powerful tool. It further clearly delineates between lead and lag KPIs 204 by showing them as External Drivers 205, Organizational Drivers 211, Organizational
- the Balanced Business Scorecard 201 is used as a template to assist in developing the Strategic Organization Plan 200, which is the result of the Consulting System 2 of the present invention.
- FIGS. 2 A the Consulting System 2 and the Strategic Organization Plan 200 are shown.
- the development of the Strategic Organization Plan 200 is focused on managing the organization through the five steps of the Balanced Business Scorecard 201, as shown in FIG. 2B. These five steps, as shown, include the identification of: an Organization Vision 208; an Organization Strategy 210; Strategic Thrusts 212; Critical Success Factors 202; and Key Performance Indicators 204.
- the present invention requires an organization to answer several questions. Where is the organization going, or, perhaps the alternative question, what does the organization want to achieve? How does it get there? What should its strategic goals be? In what areas does it need to excel in order to achieve these goals? And, how does it measure how well it is doing? Additionally, the Consulting System 2 requires these answers to be focused on four critical perspectives:
- the present invention uses the Balanced Business Scorecard System 201 as shown in FIG. 2B, to provide information to the Consulting System 2, as shown in FIG. 2A.
- the Consulting System 2 requires the consultant, who will be developing the Strategic Organization Plan 200 in coordination with the organization, to perform an analysis of a organization's current strategic organization plan, if one is in place, and of the organization's documents and records, as well as publicly available external data.
- This analysis will include an assessment of the organization's economic environment and, if appropriate, its competition, and this analysis will be used to define the organization's objectives, and the choice of the strategic approach the organization should use to excel, i.e., price, product diversification, and/or quality — with the caveat that the organization should only pick one in which to excel and be competitive in the other two. Additionally, the assessment will be used by the consultant to develop a proposed Organization Vision 208 statement, the Organization Strategy 210, the Strategic Thrusts 212, the CSFs 202, and the KPIs 204. With respect to the KPIs 204, the KPIs 204 are developed in order to create and facilitate the organization's Strategic Commitment 218 and they are linked to the Planning & Budgeting and Human Resource functions.
- Performance Commitment 223 for the entire organization. Based on this, Performance Commitment 223 for the organization should be viewed as an organizational state wherein the employees are enabled to perform to the standards set by the Strategic Organization Plan 200, and the employees are committed to using the resources of the organization to support the Plan 200.
- Performance Commitment 223 i.e., during the consultation phase, not only will a determination be made as to which KPIs 204 should be used to track organization's performance, but the assessment will also consider and determine the analytical depth that should be used by the organization and, therefore, made available by the Information Presentation System 1 to track such performance.
- increasing analytical depth requires the development of an increasing number of user accessible "drill down" screens in the Information Presentation System 1. To "drill down” is to move from more general data, e.g., summary information, to the more detailed data that was used to create the general information, e.g., data worksheets.
- an additional feature of the Strategic Organization Plan 200 and, therefore, the Consulting System 2 is the linkage between the Strategic Commitment 218 and the Operational Commitment 220, i.e., the Planning & Budgeting processes and/or functions of the organization. This is accomplished by translating business strategy into Operational Target Models 224, by generating Operating Plans 226, and by aligning the Organization's Reporting 228 so that the Operational Commitment 220 supports the Strategic Commitment 218 and, therefore, the Performance Commitment 223 portion of the Strategic Organization Plan 200.
- the present invention ensures the resources of the organization are allocated and used in support of the Strategic Organization Plan 200.
- Another additional feature, in conjunction with this, is the linkage between the Strategic Commitment 218 and the Organizational Commitment 222, i.e., the Human Resources function of the organization, to ensure that the employees' goals, actions, and rewards are linked to the Strategic Commitment 218.
- This linkage requires that the Employee Goals and Compensation 230, the Development of Employee Knowledge 232, and programs that Evaluate and Reward Employee Performance 234, are identified and incorporated into the Strategic Organization Plan 200 so that the Organizational Commitment 222 will support the Strategic Commitment 218 and, therefore, the
- Performance Commitment 223 portion of the Strategic Organization Plan 200. Because of these Consulting System 2 and Strategic Organization Plan 200 linkages, the enabling of the Performance Commitment 223 and, therefore, the Strategic Organization Plan 200 is promoted and, therefore, the likelihood of its possible success is increased. As a result of this Consulting System 2 analysis, a Strategic Organization Plan 200, containing a description of the organization's Strategic Commitment 218, Operational Commitment 220 and Organizational Commitment 222 will be developed and ready for subsequent implementation through the organization's use of the Information Presentation System 1 of the present invention. An important aspect of the Consulting System 2 is the use of a "feedback loop" and
- Another important aspect of the Consulting System 2 is that a substantial portion of the Strategic Organization Plan's 200 development is accomplished by using the organization's current documents and policies, as well as publicly available external data, and only requires limited consultation time with the leadership or senior management of the organization, which, preferably, may be the only human resources of the organization that are used by the consultant in developing the Strategic Organization Plan 200. As a result, the consultant is provided with an opportunity to develop a substantial portion of the Strategic Organization Plan without requiring a substantial amount of the organization's resources.
- An additional very important feature of the Consulting System 2 of the present invention is the consultant's use of color-coding in the Strategic Organization Plan 200, as part of the presentation of the Strategic Organization Plan 200 to the organization for its review and approval.
- the consultant has formulated the Strategic Vision 208 and the Strategy 210 statement
- the Applicant has found that the review and approval process, associated with the Strategic Organization Plan 200, is facilitated by inter-relating the Strategic Thrusts 212, the Critical Success Factors 202, and the KPIs 204 through the use of color-coding, i.e., by using the same font color for all related items.
- each Critical Success Factor 202 associated with "Increased Value Creation” will also be shown in red and all KPIs 204 associated with the those Critical Success Factors 202 will also be shown in red.
- all other documents included in or associated with the Strategic Organization Plan 200 will also be formatted to maintain this color-coding scheme.
- the screens 30, 60, 70, 90, 100, 110, 120, 130, 140, 150, 160, and 170 of the present invention are electronic spreadsheets, such as Excel "worksheets.”
- Main Screen 30 Referring now to FIG. 3A, Main Screen 30 is shown.
- a row of headings 32 are used to describe what appears in the columns associated with each heading.
- the heading of the first column is usually Strategic Thrusts, Critical Success Factors, or Balanced Scorecard Perspectives 34, and the headings for the remaining columns are: Results 36; KPIs 38, which is the acronym for Key Performance Indicators 204; Desc. 40, which is an abbreviation for Description; YTD Results 42, which is a shortened version of Year-To-Date Results; Targets 44; and a user selected Reporting Period 46.
- the 40, and Targets 44 are information and/or items that have been determined during the Consulting System 2 phase of the present invention, or have been modified by the user since development to reflect changes in the user's Strategic Organization Plan 200.
- three color-coded columns are associated with YTD Results 42, and the user selected Reporting Period 46.
- the three colors selected for the three color-coded columns are Red 55, Yellow 56, and Green 57; with Green 57 indicating that the item being displayed in that color-coded column is meeting or exceeding "plan”; with Yellow 56 indicating that the item being displayed in that color-coded column is "off-plan” but within the acceptable variance; and with Red 55 indicating that the item being displayed in that color-coded column is "off-plan” and beyond the acceptable variance.
- the "plan” amount or values are projections of what the organization and/or consultant predicts the KPI 204 should be at a certain time, while the "variance" from such amount or value are what the organization and/or the consultant determines is an acceptable! deviation from that amount or value — both of these are originally determined during the Consulting System 2 phase of the present invention.
- the Reporting Period 46 is user selected and it can be daily, weekly, monthly, quarterly, semi- annually, or annually.
- the Print Button 48 if selected, allows a copy of the Main Screen 30 to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to.
- the C & E button 50 if selected, allows the user to be linked to the Cause & Effect Screen 60, which shows the cause and effect relationships between the Key Performance Indicators 204, a list of which are entered in the KPIs 38 column.
- the Data Button 54 if selected, will link the user (and/or the system administrator) to where the Information Presentation System 1 data (i.e., KPI 204 data) resides in spreadsheet form via the Data Menu Screen 160.
- the Main Screen Drop Down Box 56 if selected, allows the user to change the user selected Reporting Period 46, currently selected and displayed on Main Screen 30, to another Reporting Period. If any of the Results Buttons 37, under the Results 36 heading, are selected, the user will be linked to the "first level drill down," the
- KPI Results Screen 90 which will display the results of the KPI 204 associated with the selected Results Button 37. If any of the Desc. Buttons 41, under the Desc. 40 heading, are selected, the user will be linked to a Description Screen 60, which will display a description and an explanation of why the KPI 204 associated with the selected Desc. Button 41 is important to the user's organization. If any of the Targets Buttons 45, under the Targets 44 heading, are selected, the user will be linked to a Targets Screen 140 that contains a listing of the "targets" and the "variance" for the KPI 204 that is associated with the Targets Button 45 that was selected.
- the Menu Screen 30 may also have other navigational buttons installed including, but not limited to a Display Button (not shown), which could, for example, allow the user to change the current computer display settings, or which could allow the user to revert back to prior display settings.
- the Cause & Effect Screen 60 displays each KPI 204 along with its year-to-date or its monthly result in a red 55, a yellow 56, or a green 57 box, and, through the use of visual indicators, e.g., arrows, also displays the relationships between the KPIs 204, thereby, showing the dynamics of the organization. If the KPI 204 result is displayed in: a green 57 box, then it is meeting or exceeding plan; a yellow 56 box, then it is off plan, but it is within an acceptable variance; a red 55 box, then the result is off plan and it is beyond the acceptable variance. This color-coding convention is used throughout the Information Presentation System 1 whenever reporting period results are displayed.
- the KPIs 204 may be visually represented as either lead and or lag measures by, for example, color-coding the border around each KPI 204 according to a color-coded legend that could be displayed in this or on any of the other screens, (not shown). Also, the KPIs 204 could be displayed according to whether they are External Drivers 205 of the company, an Organizational Driver 211, an Organizational Outcome 207 of the company, or a Financial Outcome 209 of the company. This could be defined, for example, by color-coding the cells of the box 58, which is shown in the lower right-hand corner of this screen.
- the Cause & Effect Screen Drop Down Box 62 if selected, allows the user to enter a date, which will allow the user to view the results extant on the date entered.
- the Cause & Effect Screen Main Screen Button 64 if selected, allows the user to link back to the Main
- the Cause & Effect Screen Print Button 66 if selected, allows a copy of the Cause & Effect Screen 60 to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to.
- the Radio Buttons 68 allow the user to choose between viewing monthly results or year-to-date results. If any of the Cause & Effect Screen KPI buttons 69, are selected, the user will be linked to the KPI Results Screen 70 corresponding to the KPI 204 that is associated with the KPI button 69 selected.
- KPI Results Screen 70 FIG. 5 shows an example of one of the KPI Results Screens 70.
- KPI Results Screen 70 Associated with each KPI 204 (i.e., Key Performance Indicator) is a KPI Results Screen 70 that will display detailed information on the KPI 204 associated with the KPI Results Screen 70 selected by the user.
- the user is linked to a specific KPI Results Screen 70 by selecting the associated KPI Results Button 37 on the Main Screen 30.
- the user may also access the KPI Results Screen 70 by selecting the appropriate button on the Help Screen 110, the Description Screen 90, the Targets Screen 100, the Action Items Screen 120, the Worksheet Screen 150, and/or the Graph Screen 170.
- KPI Results Screen Main Screen Button 72 If the KPI Results Screen Main Screen Button 72 is selected, the user is linked back to the Main Screen 30. Selecting the KPI Results Screen Print Button 74 allows a copy of the KPI Results Screen 70, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to. Selecting the KPI Results Screen Description Screen Button 75 links the user to a Description Screen 90 that will provide the user with information explaining why the selected KPI 204 is important to the user's organization. Selecting the KPI Results Screen
- Help Button 76 links the user to a Help Screen 110 that will provide the user with assistance information concerning the KPI 204 being viewed and, possibly, the Information Presentation System 1. Selecting the KPI Results Screen C & E Button 78 links the user to the Cause & Effect Screen 60.
- Selecting the KPI Results Screen Targets Button 80 links the user to the Targets Screen 100 associated with the KPI 204 that is being viewed, and will provide the user with information concerning the targets and the variance that are used to establish the color, e.g., red 55, yellow 56 or green 57, that will be used to color the block in which the KPI result is being displayed, i.e., continuing with the color-coding convention that is used throughout the Information Presentation System 1, a KPI result is displayed as being in a specifically colored block according to how the actual KPI result compares with plan targets and the variance for that KPI result.
- Selecting the KPI Results Screen Action Item Button 82 links the user to the Action Item Screen 120 for the KPI 204 being viewed.
- the KPI Results Screen 70 can be configured to show various reporting periods simultaneously. Selecting a KPI Results Screen Graph Button, if one has been formatted for use with the KPI Results Screen 70 being viewed (not shown), the user could be linked to a screen that displays a graphical representation of the same results shown on the KPI Results Screen 70 being viewed. Accordingly, other navigational buttons can be formatted for use on this and any of the other screens. For example, a KPI Results Screen Sheet Button can be created to link the user to a Worksheet Screen 150 that displays the figures and plan numbers associated with the KPI 204 of concern. Also, monthly and YTD results can be displayed simultaneously if desired.
- FIG. 6 shows an example of one of the Description Screens 90.
- Each Description Screen 90 displays information, associated with a corresponding KPI 204, that communicates to the user why a selected KPI 204 is important to the user's organization.
- the user can be linked to a Description Screen 90 either by selecting one of the Desc. Buttons 41 on the Main Screen 30, or by selecting one of the KPI Results Screens' Description Screen Buttons 75.
- the user can also access the Description Screen 90 by selecting the appropriate button on the Help Screen 110, the Targets Screen 100, and/or the Action Items Screen 120.
- the Description Screen Main Screen Button 91 If the Description Screen Main Screen Button 91 is selected, the user is linked back to the Main Screen 30. Selecting the Description Screen Print Button 92 allows a copy of the Description Screen 90, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to. Selecting the Return to KPI Button 93 links the user to the KPI Results Screen 70 associated with the KPI 204 being viewed. Selecting the Description Screen Help Button 94 links the user to a Help Screen 110 that will provide the user with assistance information concerning the KPI 204 being viewed and, possibly, the Information Presentation System 1. Selecting the Description Screen Cause & Effect Button 95 links the user to the Cause & Effect Screen 60.
- Selecting the Description Screen Targets Button 96 links the user to the Targets Screen 100 associated with the KPI 204 that is being viewed. Selecting the Description Screen Action Item Button 98 links the user to the Action Item Screen 120 for the KPI 204 being viewed.
- FIG. 7 shows an example of one of the Targets Screens 100.
- Each Targets Screen 100 displays information associated with a corresponding KPI 204 that communicates to the user what the thresholds are for the KPI 204 being viewed and where a KPI result 204 will be listed in accordance with the color-coding convention of the
- the user is linked to a Targets Screen 100 either by selecting one of the KPI Results Screen Targets Buttons 80 or by selecting one of the Targets Buttons 45 on the Main Screen 30. From this Targets Screen 100, the user can change the threshold values and the variance for the KPI 204 being viewed by manually inputting these changes into the appropriate cells. These changes will determine, for the KPI 204 being viewed, which color-coded column and/or which color is used for the block, the KPI 204 result is displayed in, and these changes may be applied to the corresponding KPI Results Screen 70, the Detail Screen (if any), a Worksheet Screen 150, the Main Screen 30, the Cause & Effect Screen 70, and/or the Graph Screen 170.
- the user can be linked to the Targets Screen 100 by selecting the appropriate button on the Help 110, the Description Screen 90, and/or the Action Items Screen 120. If the Targets Screen Main Screen Button 101 is selected, the user is linked back to the Main Screen 30. Selecting the Targets Screen Print Button 102 allows a copy of the Targets Screen 100, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to. Selecting the Targets Screen Return to KPI Button 103 links the user to the KPI Results Screen 70 associated with the KPI 204 being viewed.
- Selecting the Targets Screen Description Screen Button 104 links the user to a Description Screen 90 that will provide the user with information explaining why the selected KPI 204 is important to the user's organization.
- Selecting the Targets Screen Help Button 105 links the user to a Help Screen 110 that will provide the user with assistance information concerning the KPI 204 being viewed and, possibly, the Information Presentation System 1.
- Selecting the Targets Screen Cause & Effect Button 106 links the user to the Cause & Effect Screen 60.
- Selecting the Targets Screen Action Item Button 108 links the user to the Action Items Screen 120 for the KPI 204 being viewed.
- FIG. 8 shows an example of one of the Help Screens 110.
- EachHelp Screen 110 displays information, associated with a corresponding KPI 204, that communicates to the user where the user can go to obtain help for the KPI 204 being viewed and/or for the Information Presentation System 1.
- the user is linked to a Help Screen 110 by selecting one of KPI Results Screen Help Buttons 76.
- the used can also access the Help Screen 110 by selecting the appropriate button on the Description Screen 90, the Targets Screen 100, and/or the Action Items Screen 120.
- Help Screen Main Screen Button 111 If the Help Screen Main Screen Button 111 is selected, the user is linked back to the Main Screen 30. Selecting the Help Screen Print Button 112 allows a copy of the Help Screen 110, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to. Selecting the Help Screen Return to KPI Button 113 links the user to the KPI Results Screen 70 associated with the KPI 204 being viewed. Selecting the Help Screen Description Screen Button 114 links the user to a Description Screen 90 that will provide the user with information explaining why the selected KPI 204 is important to the user's organization. Selecting the Help Screen Cause & Effect Button 115 links the user to the Cause & Effect Screen 60.
- Selecting the Help Screen Targets Button 116 links the user to the Targets Screen 100 associated with the KPI 204 that is being viewed. Selecting the Help Screen Action Item Button 118 links the user to the Action Item Screen 120 for the KPI 204 being viewed.
- Action Item Screen 120 FIG. 9 shows an example of one of the Action Item Screens 120.
- EachAction Item Screen 120 provides the user with information regarding the status of the strategic action items associated with a corresponding KPI 204.
- the user is linked to an Action Item Screen 120 by selecting one of: the KPI Results Screens Action Item Buttons 82; the Description Screens Action Item Buttons 98; the Help Screens Action Item Buttons
- Each Action Item Screen 120 is designed to be in an Executive Diary System format; whereby, the user is able to view the status of each strategic action item that is associated with a selected KPI 204.
- Each Action Item Screen 120 displays information, associated with a corresponding KPI 204, in accordance with the Information Presentation
- Action Item Screen Main Screen Button 121 If the Action Item Screen Main Screen Button 121 is selected, the user is linked back to the Main Screen 30. Selecting the Action Item Screen Print Button 122 allows a copy of the Action Item Screen 120, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to.
- Selecting the Action Item Screen Return to KPI Button 123 links the user to the KPI Results Screen 70 associated with the KPI 204 being viewed. Selecting the Action Item Screen Description Screen Button 124 links the user to a Description Screen 90 that will provide the user with information explaining why the selected KPI 204 is important to the user's organization. Selecting the Action Item Screen Help Button 125 links the user to a Help Screen 110 that will provide the user with assistance information concerning the KPI 204 being viewed and possibly the Information Presentation System 1. Selecting the Action Item Screen Cause & Effect Button 126 links the user to the Cause & Effect Screen 60. Selecting the Action Item Screen Targets Screen Button 127 links the user to the Targets Screen 100 associated with the KPI 204 that is being viewed. Selecting the Action Item Screen Action Item Status Screen Button 128 links the user to the Action Item Status Screen 130 containing the status of Strategic Action Items associated with all of the KPIs 204.
- FIG. 10 shows the Action Item Status Screen 130.
- the Action Item Status Screen 130 is designed in an Executive Diary format, and it is used to provide information to the user regarding the status of all of the strategic action items associated with allof the KPIs 204.
- the user is linked to the Action Item Status Screen 130 by selecting one of the Action Item Screen's Action Item Status Screen Buttons 128 or by selecting the Key Strategic Action Items cell 52 on the Main Screen 30.
- the Action Item Status Screen 130 displays status information in accordance with the color-coding convention of the Information PresentationSystem 1.
- Action Item Status Screen Main Screen Button 131 If the Action Item Status Screen Main Screen Button 131 is selected, the user is linked back to the Main Screen 30. Selecting the Action Item Status Screen Print Button
- Action Item Status Screen 130 allows a copy of the Action Item Status Screen 130 to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to.
- Selecting the Action Item Status Screen Description Screen Button 133 links the user to a Description Screen 90 that will provide the user with information explaining why the selected KPI 204 is important to the user's organization. Selecting the Action Item Status Screen Help Button
- Item Status Screen Action Item Screen Buttons 137 will link the user to the Action Item Screen 120 associated with the KPI 204 that corresponds to the Action Item Status Screen Action Item Status Screen Button 137 that is selected.
- the Open Action Items 138 and the Closed Action Items 139 sections of the Action Item Status Screen display the status of the Open Action Items and the Closed Action Items in their respective sections. Selecting the
- FIG. 11 shows an example of one of the KPI Worksheet Screens 150.
- Each Worksheet Screen 150 displays the actual results or data associated with the KPI 204 that corresponds to the Worksheet Screen 150 being viewed, and allows the user to compare those results with plan targets, which are also displayed on the same Worksheet Screen 150.
- the actual KPI 204 data or results can be imported from data tables, or the data and results can be directly input into the sheet being viewed.
- the listing of the KPI 204 results in accordance with the Information Presentation System's 1 color- coding convention are driven by the data and results input to and shown on the Worksheet Screens 150.
- the Worksheet Screenl50 also displays prior years data.
- the user can be linked to a Worksheet Screen 150 by selecting the KPI Results Screen Sheet Button 88 associated with a KPI 204 of interest.
- Selecting the Worksheet Screen Print Button 152 allows a copy of the Worksheet Screen 150, which the user is currently viewing, to be printed out at the printer (not shown) that the user's computer, running the present invention, is attached to.
- Selecting the Worksheet Screen Return to KPI Button 153 links the user to the KPI Results Screen 70 associated with the KPI 204 being viewed.
- Selecting the Worksheet Screen Data Menu Button 154 links the user to the Data Menu Screen 160, and selecting an optional Sub- Worksheet Screen Button 155 links the user to more detailed worksheets, which are used to derive the numbers shown on the Worksheet Screen 150.
- Selecting the Freeze Panes Button 156 allows the user to freeze and unfreeze rows 24 and columns 23 for easy navigation when data exceeds the size of the computer screen.
- Other navigational buttons may also be created including, but not limited to a Worksheet Screen Graph Button, which could link the user to a screen that displays a graphical representation of the same results shown on the Worksheet Screen 90 for the KPI 204 being viewed; a Worksheet Screen Drop Down Box, which could allow the user to change the user selected reporting period date currently selected and displayed on the Worksheet Screen 150 being viewed.
- Data Menu Screen 160 FIG. 12 shows the Data Menu Screen 160. The Data Menu
- Screen 160 displays a menu that allows the user to access the data for each KPI 204.
- the data selected by the user is shown in spreadsheet form within a spreadsheet application that the user is comfortable using and manipulating, which permits ease of accessibility and usability. Additionally, since the data can easily be inserted into the Information Presentation System 1 by "copying and pasting" the data from the user's organization's own current databases, by manually inputting the data, or by inputting data from other data repositories, rapid screen development and, therefore, rapid installation of the Information Presentation System 1 is promoted.
- FIG. 13 shows an example of the graphing flexibility available to the Information Presentation System 1 user.
- the Graph Screen 170 will be color-coded in accordance with the Information Presentation System's 1 color-coding convention being used.
- Information Presentation System 1 is or can be associated with the user's own spreadsheet application, the user's familiarity with the spreadsheet technology will allow the user to easily maintain, and to modify or customize, the Information Presentation System 1. Therefore, the Information Presentation System 1 should be used with an application that the user is comfortable with for example, other spreadsheet applications that can be used include, but are not limited to, Lotus 1-2-3 from the Lotus Development Corporation of Cambridge, Massachusetts, and Quattro Pro from Corel Corporation Limited.
Abstract
Description
Claims
Priority Applications (3)
Application Number | Priority Date | Filing Date | Title |
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GB0309914A GB2384895A (en) | 2000-10-02 | 2001-10-02 | Strategic organization plan development and information present system and method |
AU2002211344A AU2002211344A1 (en) | 2000-10-02 | 2001-10-02 | Strategic organization plan development and information present system and method |
US10/398,504 US20040068429A1 (en) | 2001-10-02 | 2001-10-02 | Strategic organization plan development and information present system and method |
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US23728600P | 2000-10-02 | 2000-10-02 | |
US60/237,286 | 2000-10-02 |
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WO2002029673A1 true WO2002029673A1 (en) | 2002-04-11 |
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PCT/US2001/030798 WO2002029673A1 (en) | 2000-10-02 | 2001-10-02 | Strategic organization plan development and information present system and method |
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AU (1) | AU2002211344A1 (en) |
GB (1) | GB2384895A (en) |
WO (1) | WO2002029673A1 (en) |
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WO2004114177A2 (en) * | 2003-06-20 | 2004-12-29 | Gaiasoft Limited | System for facilitating management and organisational development processes |
US7245584B2 (en) | 2002-11-18 | 2007-07-17 | Avaya Technology Corp. | Method and apparatus for auditing service level agreements by test packet insertion |
US20070265899A1 (en) * | 2006-05-11 | 2007-11-15 | International Business Machines Corporation | Method, system and storage medium for translating strategic capabilities into solution development initiatives |
US7346529B2 (en) * | 2002-05-07 | 2008-03-18 | David R. Flores | Method for developing an enterprise alignment framework hierarchy by compiling and relating sets of strategic business elements |
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- 2001-10-02 AU AU2002211344A patent/AU2002211344A1/en not_active Abandoned
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US7346529B2 (en) * | 2002-05-07 | 2008-03-18 | David R. Flores | Method for developing an enterprise alignment framework hierarchy by compiling and relating sets of strategic business elements |
US7245584B2 (en) | 2002-11-18 | 2007-07-17 | Avaya Technology Corp. | Method and apparatus for auditing service level agreements by test packet insertion |
WO2004114177A2 (en) * | 2003-06-20 | 2004-12-29 | Gaiasoft Limited | System for facilitating management and organisational development processes |
WO2004114177A3 (en) * | 2003-06-20 | 2005-08-18 | Show Business Software Ltd | System for facilitating management and organisational development processes |
US10115077B2 (en) | 2003-06-20 | 2018-10-30 | Gaiasoft Ip Limited | System for facilitating management and organisational development processes |
US20070265899A1 (en) * | 2006-05-11 | 2007-11-15 | International Business Machines Corporation | Method, system and storage medium for translating strategic capabilities into solution development initiatives |
Also Published As
Publication number | Publication date |
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AU2002211344A1 (en) | 2002-04-15 |
GB2384895A (en) | 2003-08-06 |
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