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Measuringthe experience -Meaningful
measurementin service blueprinting
BrisbaneCustomer ExperienceandDesignThinkingMeetup
20March2019
Overview
• About Measuring Performance– overview of thePuMP
approach
• DefiningResults, Measures, KPIs
• Applying Measurementto Service Blueprints
• Group work to try this approach
• Whatchallenges do we have withthemeasurementof service
blueprints..?
Stacey Barr andPuMP
• Performancemeasurespecialist
• Creatorof PuMP
• Author of:
– Practical Performance Measurement: Using the PuMP
Blueprint for Fast, Easy, and Engaging KPIs
– Prove It! How to create a high-performance culture and
measurable success.
• Blog at www.staceybarr.com
• PuMPis used and deliveredaround the worldthrough a networkof PuMP
Partners
The Anatomy of a Performance Measurement Approach
steps frameworks templates tools
The PuMP Performance Measure Blueprint
STEP 2STEP 1 STEP 3 STEP 4
STEP 5 STEP 6 STEP 7 STEP 8
Understanding
Measurement’s
Purpose
Fixing the focus firmly on
continuous improvement
as the purpose for
measurement.
Mapping
Measurable Results
Translating our strategy
into clear, focused, and
measurable performance
results.
Designing
Meaningful
Measures
Choosing the most
feasible and relevant
measures that evidence
our performance results.
Building Buy-In to
Measures
Getting ownership from
our stakeholders, quickly,
easily and engagingly.
Implementing
Measures
Documenting in detail the
data, analysis and
reporting requirements for
each of our measures.
Interpreting Signals
from Measures
Focusing ourselves on
gaps between as-is and
to-be performance.
Reporting
Performance
Measures
Creating useful and usable
performance reports that
inspire us to action.
Reaching
Performance Targets
Improving business
processes to move as-is
performance toward to-
be.
> > >
> > >
DEFINING
RESULTS, MEASURES, KPIS
The PuMP Performance Measure Blueprint
STEP 2STEP 1 STEP 3 STEP 4
STEP 5 STEP 6 STEP 7 STEP 8
Understanding
Measurement’s
Purpose
Fixing the focus firmly on
continuous improvement
as the purpose for
measurement.
Mapping
Measurable Results
Translating our strategy
into clear, focused, and
measurable performance
results.
Designing
Meaningful
Measures
Choosing the most
feasible and relevant
measures that evidence
our performance results.
Building Buy-In to
Measures
Getting ownership from
our stakeholders, quickly,
easily and engagingly.
Implementing
Measures
Documenting in detail the
data, analysis and
reporting requirements for
each of our measures.
Interpreting Signals
from Measures
Focusing ourselves on
gaps between as-is and
to-be performance.
Reporting
Performance
Measures
Creating useful and usable
performance reports that
inspire us to action.
Reaching
Performance Targets
Improving business
processes to move as-is
performance toward to-
be.
> > >
> > >
Why strategy is so hard to measure
• Action orientation
• Weasel words & vague ideals
• Multi-focus goals
• Confusion with
business as usual
• Lackof rigour and logic
Too fluffy to measure.
Action toResult
• “Createanetworkofpriority buscorridors”
• Why..?
• Reduce commuter travel time..?
• Reduce greenhousegas emissions..?
MeasurabilityTest
• Five step
process to
developing
a Result or
set of
Results
Measurability Test
If it fails the test:
A: Results-
oriented
Turn the action into a result by asking
WHY
B: No weasel
words
Translate the weasel words into 5th grader
language
C: No multi-focus Treat each focus as a goal on its own
D: Should, can,
will
Be ruthless about what should, can and will
be improved
E: Link to
strategy
Ensure a strong line of sight to purpose
and priorities
Results Mapping
• Results are then
mapped
• Provides a
framework for
Results and
Measures
• Results and
Measures can be
seen in the context
of the relationships.
The PuMP Performance Measure Blueprint
STEP 2STEP 1 STEP 3 STEP 4
STEP 5 STEP 6 STEP 7 STEP 8
Understanding
Measurement’s
Purpose
Fixing the focus firmly on
continuous improvement
as the purpose for
measurement.
Mapping
Measurable Results
Translating our strategy
into clear, focused, and
measurable performance
results.
Designing
Meaningful
Measures
Choosing the most
feasible and relevant
measures that evidence
our performance results.
Building Buy-In to
Measures
Getting ownership from
our stakeholders, quickly,
easily and engagingly.
Implementing
Measures
Documenting in detail the
data, analysis and
reporting requirements for
each of our measures.
Interpreting Signals
from Measures
Focusing ourselves on
gaps between as-is and
to-be performance.
Reporting
Performance
Measures
Creating useful and usable
performance reports that
inspire us to action.
Reaching
Performance Targets
Improving business
processes to move as-is
performance toward to-
be.
> > >
> > >
Traditional measure-selection approaches that fail
• Brainstorming
• Existing data or legacy measures
• Adopting measures from industry benchmarking
• Measuring what stakeholders wantto measure
• Outsourcing the selection of measures to experts or
consultants, or Google
Need a bridge to get from
“result” to “measure”.
Meaningfulmeasures are evidence
Measure Design What to do:
1. Result Focus on one goal or result to measure, at a time
2. Evidence List sensory evidence of the goal or result
happening
3. Potential
measures
Quantify each piece of evidence to create measures
& choose the most relevant and feasible
4. Check Pause to consider unintended consequences of the
result or selected measures
5. Name &
description
Name and describe each measure, meaningfully
Let’s define a performance measure
• A quantificationthatprovides objective evidence to which a
performance result (or outcome) is occurring over time
• Measures provide feedback on theresults or outcomes we
seek
The recipe to write a good measure:
1. statistic:average, median,percentage,number,total,etc…
2. performanceattributedataitem(s):studentswhoparticipatedin
learningactivities,allstudents
3. temporaldata item:day,week,month,quarter
4. measurename+measuredescription
Results and Measures
The Result: Customers value our delivery time
Measured
by:
Measure name:
Average
Customer
Delivery Time
Measure description:
The average time in days from customer order
to completed delivery, monthly
Results, Measures and KPIs
The Result: Customers value our delivery time
Measured
by:
Measure name:
Average
Customer
Delivery Time
Measure description:
The average time in
days from customer
order to completed
delivery, monthly
Performance
Expectation (Target)
1. Target of 10 days
by December
2. A reduction in the
variation of the
delivery process
0
10
20
30
40
50
60
Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 Apr-18 Jul-18 Oct-18
Average Customer Delivery Time
Two types of KPIs
1. Change
Wherewewantto see
changeinthe way
thingsarenow.
2. Standard of Performance
Maintain thestatusquo, BAU.
For example,Contactcentre:
Name: Description: Target:
GradeofService %ofcallsanswered 90%
within60 seconds
Defining Results, Measures, KPIs
• Datais notmeasurement– measurementuses data
• Results:whatwe measure–our desiredoutcome
• PerformanceMeasures:quantifiableevidence; feedbackon the
Result
• KPIs: PerformanceMeasures+ a Target
APPLYING MEASUREMENT TO SERVICE
BLUEPRINTS
What are we
trying to know..?
What are we
trying to learn..?
What are we
trying to
measure..?
What is the
RESULT..?
What is the
RESULT..?
What is the
RESULT..?
What are the
performance measures
that will provide feedback
about this RESULT..?
What are the
performance measures
that will provide feedback
about this RESULT..?
What are the
performance measures
that will provide feedback
about this RESULT..?
Two Key Options for Measurementof Service Blueprints /
Customer Journeys
1. Align the Results with the OrganisationResultsMap
2. Design“in process” Resultsand Measures for theService
Blueprint / CustomerJourney
1. Align theResults withthe Organisation Results Map
2. Design “in process” Results and Measures for the Service Blueprint /
Customer Journey
1. Articulate the Result
you hope to achieve at
each key stage of the
service design or
journey.
2. Design performance
measures that will
provide feedback on the
Result.
Meaningfulmeasures are evidence
Measure Design What to do:
1. Result Focus on one goal or result to measure, at a time
2. Evidence List sensory evidence of the goal or result
happening
3. Potential
measures
Quantify each piece of evidence to create measures
& choose the most relevant and feasible
4. Check Pause to consider unintended consequences of the
result or selected measures
5. Name &
description
Name and describe each measure, meaningfully
GroupWork
1. Agree ontheServiceDesign/Blueprint
2. Discussandagree onthekeystages
3. Discussandagree ontheResultsyouhopetoget ateachstage(noactions
or targets)
4. DesignperformancemeasuresforeachResult:
– Evidence: Fully describe what you would expect to
see/hear when the Result is achieved
– Now develop potential performance measures -
quantifiable evidence of the Result
What next...
• Visit: www.staceybarr.com - heaps of free resources
• Sign up for Stacey’s “Measure Up” email
• Get clear about what you want to measure (the Result), design
performance measures for the Result and only set targets when you
understand the current level of performance and you want to change it.
• My blog: www.markhocknell.com
• Let’s connect
THANK
YOU.

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Measuring the experience meaningful measurement for service blueprints and journey mapping

  • 1. Measuringthe experience -Meaningful measurementin service blueprinting BrisbaneCustomer ExperienceandDesignThinkingMeetup 20March2019
  • 2. Overview • About Measuring Performance– overview of thePuMP approach • DefiningResults, Measures, KPIs • Applying Measurementto Service Blueprints • Group work to try this approach
  • 3. • Whatchallenges do we have withthemeasurementof service blueprints..?
  • 4. Stacey Barr andPuMP • Performancemeasurespecialist • Creatorof PuMP • Author of: – Practical Performance Measurement: Using the PuMP Blueprint for Fast, Easy, and Engaging KPIs – Prove It! How to create a high-performance culture and measurable success. • Blog at www.staceybarr.com • PuMPis used and deliveredaround the worldthrough a networkof PuMP Partners
  • 5. The Anatomy of a Performance Measurement Approach steps frameworks templates tools
  • 6. The PuMP Performance Measure Blueprint STEP 2STEP 1 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 Understanding Measurement’s Purpose Fixing the focus firmly on continuous improvement as the purpose for measurement. Mapping Measurable Results Translating our strategy into clear, focused, and measurable performance results. Designing Meaningful Measures Choosing the most feasible and relevant measures that evidence our performance results. Building Buy-In to Measures Getting ownership from our stakeholders, quickly, easily and engagingly. Implementing Measures Documenting in detail the data, analysis and reporting requirements for each of our measures. Interpreting Signals from Measures Focusing ourselves on gaps between as-is and to-be performance. Reporting Performance Measures Creating useful and usable performance reports that inspire us to action. Reaching Performance Targets Improving business processes to move as-is performance toward to- be. > > > > > >
  • 8. The PuMP Performance Measure Blueprint STEP 2STEP 1 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 Understanding Measurement’s Purpose Fixing the focus firmly on continuous improvement as the purpose for measurement. Mapping Measurable Results Translating our strategy into clear, focused, and measurable performance results. Designing Meaningful Measures Choosing the most feasible and relevant measures that evidence our performance results. Building Buy-In to Measures Getting ownership from our stakeholders, quickly, easily and engagingly. Implementing Measures Documenting in detail the data, analysis and reporting requirements for each of our measures. Interpreting Signals from Measures Focusing ourselves on gaps between as-is and to-be performance. Reporting Performance Measures Creating useful and usable performance reports that inspire us to action. Reaching Performance Targets Improving business processes to move as-is performance toward to- be. > > > > > >
  • 9. Why strategy is so hard to measure • Action orientation • Weasel words & vague ideals • Multi-focus goals • Confusion with business as usual • Lackof rigour and logic Too fluffy to measure.
  • 10. Action toResult • “Createanetworkofpriority buscorridors” • Why..? • Reduce commuter travel time..? • Reduce greenhousegas emissions..?
  • 11. MeasurabilityTest • Five step process to developing a Result or set of Results Measurability Test If it fails the test: A: Results- oriented Turn the action into a result by asking WHY B: No weasel words Translate the weasel words into 5th grader language C: No multi-focus Treat each focus as a goal on its own D: Should, can, will Be ruthless about what should, can and will be improved E: Link to strategy Ensure a strong line of sight to purpose and priorities
  • 12. Results Mapping • Results are then mapped • Provides a framework for Results and Measures • Results and Measures can be seen in the context of the relationships.
  • 13.
  • 14. The PuMP Performance Measure Blueprint STEP 2STEP 1 STEP 3 STEP 4 STEP 5 STEP 6 STEP 7 STEP 8 Understanding Measurement’s Purpose Fixing the focus firmly on continuous improvement as the purpose for measurement. Mapping Measurable Results Translating our strategy into clear, focused, and measurable performance results. Designing Meaningful Measures Choosing the most feasible and relevant measures that evidence our performance results. Building Buy-In to Measures Getting ownership from our stakeholders, quickly, easily and engagingly. Implementing Measures Documenting in detail the data, analysis and reporting requirements for each of our measures. Interpreting Signals from Measures Focusing ourselves on gaps between as-is and to-be performance. Reporting Performance Measures Creating useful and usable performance reports that inspire us to action. Reaching Performance Targets Improving business processes to move as-is performance toward to- be. > > > > > >
  • 15. Traditional measure-selection approaches that fail • Brainstorming • Existing data or legacy measures • Adopting measures from industry benchmarking • Measuring what stakeholders wantto measure • Outsourcing the selection of measures to experts or consultants, or Google Need a bridge to get from “result” to “measure”.
  • 16. Meaningfulmeasures are evidence Measure Design What to do: 1. Result Focus on one goal or result to measure, at a time 2. Evidence List sensory evidence of the goal or result happening 3. Potential measures Quantify each piece of evidence to create measures & choose the most relevant and feasible 4. Check Pause to consider unintended consequences of the result or selected measures 5. Name & description Name and describe each measure, meaningfully
  • 17. Let’s define a performance measure • A quantificationthatprovides objective evidence to which a performance result (or outcome) is occurring over time • Measures provide feedback on theresults or outcomes we seek
  • 18. The recipe to write a good measure: 1. statistic:average, median,percentage,number,total,etc… 2. performanceattributedataitem(s):studentswhoparticipatedin learningactivities,allstudents 3. temporaldata item:day,week,month,quarter 4. measurename+measuredescription
  • 19. Results and Measures The Result: Customers value our delivery time Measured by: Measure name: Average Customer Delivery Time Measure description: The average time in days from customer order to completed delivery, monthly
  • 20. Results, Measures and KPIs The Result: Customers value our delivery time Measured by: Measure name: Average Customer Delivery Time Measure description: The average time in days from customer order to completed delivery, monthly Performance Expectation (Target) 1. Target of 10 days by December 2. A reduction in the variation of the delivery process
  • 21. 0 10 20 30 40 50 60 Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 Apr-18 Jul-18 Oct-18 Average Customer Delivery Time Two types of KPIs 1. Change Wherewewantto see changeinthe way thingsarenow. 2. Standard of Performance Maintain thestatusquo, BAU. For example,Contactcentre: Name: Description: Target: GradeofService %ofcallsanswered 90% within60 seconds
  • 22. Defining Results, Measures, KPIs • Datais notmeasurement– measurementuses data • Results:whatwe measure–our desiredoutcome • PerformanceMeasures:quantifiableevidence; feedbackon the Result • KPIs: PerformanceMeasures+ a Target
  • 23. APPLYING MEASUREMENT TO SERVICE BLUEPRINTS
  • 24. What are we trying to know..? What are we trying to learn..? What are we trying to measure..?
  • 25. What is the RESULT..? What is the RESULT..? What is the RESULT..? What are the performance measures that will provide feedback about this RESULT..? What are the performance measures that will provide feedback about this RESULT..? What are the performance measures that will provide feedback about this RESULT..?
  • 26. Two Key Options for Measurementof Service Blueprints / Customer Journeys 1. Align the Results with the OrganisationResultsMap 2. Design“in process” Resultsand Measures for theService Blueprint / CustomerJourney
  • 27. 1. Align theResults withthe Organisation Results Map
  • 28. 2. Design “in process” Results and Measures for the Service Blueprint / Customer Journey 1. Articulate the Result you hope to achieve at each key stage of the service design or journey. 2. Design performance measures that will provide feedback on the Result.
  • 29. Meaningfulmeasures are evidence Measure Design What to do: 1. Result Focus on one goal or result to measure, at a time 2. Evidence List sensory evidence of the goal or result happening 3. Potential measures Quantify each piece of evidence to create measures & choose the most relevant and feasible 4. Check Pause to consider unintended consequences of the result or selected measures 5. Name & description Name and describe each measure, meaningfully
  • 30. GroupWork 1. Agree ontheServiceDesign/Blueprint 2. Discussandagree onthekeystages 3. Discussandagree ontheResultsyouhopetoget ateachstage(noactions or targets) 4. DesignperformancemeasuresforeachResult: – Evidence: Fully describe what you would expect to see/hear when the Result is achieved – Now develop potential performance measures - quantifiable evidence of the Result
  • 31. What next... • Visit: www.staceybarr.com - heaps of free resources • Sign up for Stacey’s “Measure Up” email • Get clear about what you want to measure (the Result), design performance measures for the Result and only set targets when you understand the current level of performance and you want to change it. • My blog: www.markhocknell.com • Let’s connect

Editor's Notes

  1. 5
  2. Traditional approaches to selecting measures that fail TIME: 5 minutes PURPOSE: to expose the limitations of these common methods and why we need a more deliberate method There appears to be about 5 methods people use most often to find performance measures: [CLICK TO REVEAL] Brainstorming no better than what is already known too many measures – Freight manager who had 87 KPIs, followed by a nervous breakdown due to too many priorities measures that aren't really measures (like the following 3 examples): milestones like win an award or set up a CRM system actions & improvement ideas like “make sure we train everyone in handling customer complaints well” vague concepts like Customer Loyalty [CLICK TO REVEAL] Existing data or legacy measures never get the measures you really need and then you never get the data you really need [CLICK TO REVEAL] Adopting measures from industry benchmarking measures for someone else’s strategy – just because others measure it doesn’t mean it’s right for your goals and improvement priorities Measure Definition not clear – e.g. looking through KPI lists, where you really don’t get to know enough detail about the measures like Average Time to Competence, which is the average time it takes until expected competence level is reached. But how is competence defined and how do you know when it’s reached? [CLICK TO REVEAL] Measuring what stakeholders want to measure narrow and biased perspective of what matters for the strategy measures become a product to report to others, not food for decision making [CLICK TO REVEAL] Outsourcing the selection of measures to experts or consultants measures that have little ownership and little appreciation e.g. the inch thick KPI report for a big consultancy firm, gathering dust on the shelf of the Corporate Strategy Manager SEGUE: What we’re going to do is replace these failing methods with a deliberate technique for designing and choosing the best measures for your performance results… REFERENCE ONLY BELOW THIS LINE -----------------------  PuMP Certification Exam questions related to this slide: Which of the following are good practices to select meaningful performance measures? (A): Brainstorming, to ensure people think creatively about measures. (B): Finding measures that are popular among similar organisations or industries. (C): Hiring the right consultants for their expert advice on what to measure. (D): None of the above. (CORRECT ANSWER)
  3. THE RECIPE TO WRITE A GOOD MEASURE: There are 4 essential parts to writing a good measure: [Click to reveal] Firstly, the statistic. average, median, percentage, number, total, etc… [Click to reveal] Secondly, the performance attribute data item(s): exactly what you are applying the statistic to. What exactly are you averaging? What exactly are you counting? What exactly are you taking a percentage of? For example: students who participated in learning activities, or all students, or students who got a job in their field of study. [Click to reveal] Thirdly, the temporal data item: day, week, month, quarter. It’s about how frequently you want to calculate the values of your measure, so you can monitor it often enough to pick up signals of change. [Click to reveal] Finally we have the measure name + measure description. [Click to reveal] This is how you put it all together. For example: Student Participation Rate = The percentage of students who participated in learning activities, by week SEGUE: And so Practical Insight #6 becomes…