DRAFT Page 1 of 14

Date of Report Jun 30, 2005

Name Client Performance Management System Sponsor Bill Praxton, CFO
Start Date 10/1/04 En Date !/"#/0$
%alance Scorecar Design an De&elopment Plan
'tem No Tas( Comments Deli&era)les *ea
1+ Refres, t,e Strategic Plan 1"/1/04 4/!0/0-
1.1 11/15/04 3/31/05 n
1.2
Prepare for Strategic Planning Off!ite
2/1/05 4/15/05
1.3 3/22/05 m
1.4 "fter P#a!e 3 m
1.5 "fter P#a!e 3 m
"+ Strategy Map / Strategic Plan !/1/0-
2.1 3$ %er& Ba!ic Strateg& 'ap
2.2
2.3
2.4 ($ Briefing Se!!ion
2.5 )$ Co**unication Plan
2.+
Project Plan mnu
Act.al Start
Date
Tentati&e
Start Date
'mpact on
Completion
/Act.al &s+
Target0
Target Completion
ate 1 Stat.s
,e-ie. current !trategic planning /ocu*ent!
an/ /eter*ine if t#e current plan i!
appropriate for t#e Balance/ Scorecar/
Strategic Planning .or0ing group to /e-elop
/raft re-i!e/ Strategic Plan See Planning
1or0!#op Coor/inator for *ore /etail!
1$ 2ic0 off *eeting of tec#nical
group
Senior 3ea/er!#ip appro-e! re-i!e/ Strategic
Plan
Co**unicate Strategic Plan an/ Balance/
Scorecar/ in printe/ an/ electronic for*at
1$ Strategic Plan 4oo0let
2$ Strateg& 'ap 5raft
Preli*inar& 5raft 'ap .it# no extra! for 6ap
"nal&!i! onl&
7!olate #ole! / gap! 4et.een /raft !trategic
plan -!. 5raft Strateg& 'ap
4$ 6ap "nal&!i! ,e!ult! an/
reco**en/ation! to fill out S
Plan
'a0e re-i!ion! to lo.er le-el o48ecti-e! in
5raft Strategic Plan an/ fillout Strateg& 'ap
for all co*ponent! t#e*e!, narrati-e a//
on9! an/ co*plete cau!eeffect flo.!.
5$ ,e-i!e/ Strategic Plan
+$ ,e-i!e/ Strateg& 'ap
"ppro-al of ,e-i!e/ Strategic Plan an/ Final
an/ Co*plete Strateg& 'ap
'a& #a-e to !c#e/ule at 8oint
lea/er!#ip off!ite
5e-elop Co**unication Plan for Strategic
Plan
3aunc# "ction Plan Step! for Strategic Plan
.it# Strateg& 'ap
'a& re:uire *eeting! an/ ot#er
e-ent! per t#e Co**unication Plan
;$ "ction Plan for
Co**unication Plan
<ot Starte/
*
On Plan
n
7!!ue!
u
m <ot !tarte/
n On Plan
Co*plete
u 7!!ue!
Co*plete
=
DRAFT Page 2 of 14
Date of Report Jun 30, 2005
Name Client Performance Management System Sponsor Bill Praxton, CFO
Start Date 10/1/04 En Date !/"#/0$
%alance Scorecar Design an De&elopment Plan
'tem No Tas( Comments Deli&era)les *ea
Project Plan mnu
Act.al Start
Date
Tentati&e
Start Date
'mpact on
Completion
/Act.al &s+
Target0
Target Completion
ate 1 Stat.s
<ot Starte/
*
On Plan
n
7!!ue!
u
m <ot !tarte/
n On Plan
Co*plete
u 7!!ue!
Co*plete
=
2.(
!+ Meas.rements an Targets
3.1
3.2
3.3 Follo. t#e *et#o/olog& an/ training
3.4
3.5 >arget! for eac# *ea!ure*ent
3.+ Scorecar/ 'o/el
3.(
3.)
4+ 'nitiati&e Mapping an %.geting
4.1 ?xten/e/ Scorecar/ 'o/el
4.2
Centrali@e fee/4ac0 an/ co**ent! for next
planning c&cle. Collect an/ reco**en/ for
next planning !e!!ion c&cle.
Output fro* t#i! !tep /oe! not get
acte/ upon until next annual planning
c&cle.
10$ Fee/4ac0 Collection
S&!te* an/ ,eport!
Create *ea!ure*ent an/ target /e-elop*ent
.or0plan co*plete .it# te*plate! an/
*et#o/olog&
11$ Perfor*ance *ea!ure*ent
training, tool!, *et#o/olog&
Aualit& control re-ie. to refine an/ i*pro-e
co*plete *ea!ure*ent approac# for client
Final !et of tool! to
/e-elop*ent enterpri!e .i/e
perfor*ance *ea!ure*ent!
?xten/ eac# o48ecti-e on t#e Strateg& 'ap
into one to t#ree perfor*ance *ea!ure*ent!
Solicit input an/ fee/4ac0 fro* functional
lea/! an/ line an/ !taff per!onnel
,e-i!e/ !et of perfor*ance
*ea!ure*ent!
?!ta4li!# a !et of target! in accor/ance .it#
operational goal! t#at are lin0e/ to t#e
Strategic Plan
7/entif& initiati-e! an/ pro8ect! relate/ to
execution of eac# o48ecti-e. ?xten/ t#e 'ap
Protot&pe te!t Scorecar/ 'o/el for /ata point!
t#at u!e exi!ting *ea!ure*ent /ata
'a0e !ure *o/el i! tig#t / fit! acro!!
all co*ponent!
Co*plete a co*pre#en!i-e *ea!ure*ent
te*plate for /ata4a!e /e-elop*ent
Perfor*ance *ea!ure*ent
/e-elop*ent te*plate
?xten/ 7nitiati-e an/ Pro8ect! t#at are part
of Scorecar/ 'o/el into "ction Plan! or
/ocu*ent .it# exi!ting plan!
?xten/e/ Scorecar/ 'o/el en!ure!
execution of t#e Strategic Plan
3in0 t#e 7nitiati-e / Pro8ect! .it#in t#e
Scorecar/ 'o/el to t#e Bu/geting Proce!!
DRAFT Page 3 of 14
Date of Report Jun 30, 2005
Name Client Performance Management System Sponsor Bill Praxton, CFO
Start Date 10/1/04 En Date !/"#/0$
%alance Scorecar Design an De&elopment Plan
'tem No Tas( Comments Deli&era)les *ea
Project Plan mnu
Act.al Start
Date
Tentati&e
Start Date
'mpact on
Completion
/Act.al &s+
Target0
Target Completion
ate 1 Stat.s
<ot Starte/
*
On Plan
n
7!!ue!
u
m <ot !tarte/
n On Plan
Co*plete
u 7!!ue!
Co*plete
=
4.3
4.4
4.5

-+ Reporting Frame2or( /Data)ase0
5.1
5.2
5.3
5.4
5.5
5.+
5.(
7/entif& gap! an/ !#ort co*ing .it# lin0ing
an/ *a0e reco**en/ation! to i*pro-e
,eco**en/e/ C#ange! to
3in0 Proce!!e! >oget#er
Cro!! .al0 all *a8or initiati-e! again!t t#e
Strategic O48ecti-e! Pareto C#art t#e
initiati-e! / pro8ect!
6rap# of .#at !#oul/ get
re!ource/ -!. .#at !#oul/ not
1or0 4ac0 up!trea* fro* initiati-e! /
pro8ect! not lin0e/ an/ /ocu*ent an&
*i!!ing lo.er le-el o48ecti-e! in !trategic
plan an/ / or !trateg& *ap
Operating Plan / Su4 O48ecti-e
"//ition!
'ap an/ 4uil/ a fra*e.or0 !tructure fro* t#e
#ig#e!t organi@ational le-el /o.n to t#e
*anagerial le-el
See ot#er !i*ilar *o/el! fro* ot#er
perfor*ance *anage*ent pro8ect!
%i!ual protot&pe fra*e.or0 for
re-ie.
"lign an/ lin0 lo.er le-el co*ponent! 4&
t#roug# o48ecti-e !etting upper to lo.er 4&
organi@ational le-el / reporting unit!
"!!ign perfor*ance *ea!ure*ent! for lo.er
le-el o48ecti-e!. 7n/ex acro!! co**on
reporting unit! for t#e !a*e o48ecti-e.
Co*plete a co*pre#en!i-e *ea!ure*ent
te*plate for /ata4a!e /e-elop*ent for t#i!
reporting le-el Blo.er o48ecti-e!$
Protot&pe te!t an/ re-i!e /ata4a!e /e!ign of
Balance/ Scorecar/ S&!te* B?S'S
<O>?C >#e 7> 5e!ign an/
5e-elop*ent Plan co-er! auto*ation
of t#e ?nterpri!e Strategic
'anage*ent S&!te*
%ariou! auto*ate/ tool!, !uc#
a! /ata collection for*!,
reporting tool!, etc.
,oll out te!t *o/ule! at pilot !ite! flu!# out
le!!on! learne/ an/ up/ate 7> Plan!
Ca!ca/e an/ /e-elop*ent plan for ?nterpri!e
Strategic 'anage*ent S&!te* B?S'S$
?S'S 5e!ign an/
5e-elop*ent Plan
DRAFT Page 4 of 14
Date of Report Jun 30, 2005
Name Client Performance Management System Sponsor Bill Praxton, CFO
Start Date 10/1/04 En Date !/"#/0$
%alance Scorecar Design an De&elopment Plan
'tem No Tas( Comments Deli&era)les *ea
Project Plan mnu
Act.al Start
Date
Tentati&e
Start Date
'mpact on
Completion
/Act.al &s+
Target0
Target Completion
ate 1 Stat.s
<ot Starte/
*
On Plan
n
7!!ue!
u
m <ot !tarte/
n On Plan
Co*plete
u 7!!ue!
Co*plete
=



%aseline En Date !/"#/0$
Ma3or 'ss.es
'tem No+ Description Comments Stat.s
1
2
3
4
5 of 14
All Meas.rements 4se in t,e ESMS Data)ase
PM # Performance Measure BSC Framework Major Organizational Unit Function / Dept / Su !roup Measure "ustification Definition Data Source PM Calculation Formula #ctual F$ %&
D
e
fin
itio
n
How do we define this measure?
'

(
&
)
*
+
Strategic !oal or Ojecti,e per
BSC or Strategic Plan
Ser,ice or Pro-uct .ine /if
applicale0
12pe of Measure Data 3lements 1o Be
Collecte-
Data Collection Fre4uenc2
D/5/M/6/S#/#
What is the PM number for
referencing. Could be LMR # or
a unique number for local
metrics?
What metric(s should we use to
measure whether we ha!e met our
requirements?
"s this measure a Customer#
Process# Learn $ %row or
Resources measure based on the
&'C framewor(?
"nsert ma)or goals or ob)ecti!es in
this bo* as a reference in
com+leting this tem+late
"nsert a list of the ma)or
organi,ational unit names in
this bo* for reference in
com+leting this tem+late
"nsert a Lin( here to reference
bac( a list of -unctions .
/e+artments and other
organi,ational units in
com+leting this tem+late
"nsert the 0+erating 1rea such
as Product or 'er!ice Line 2 3o
be used for Product
Performance 1nal4sis
"s this measure a
5 'trategic
6 0+erational
7 3actical
8 "ndi!idual
Wh4 are we using this
metric?
What are the data elements
for caclulating the measure?
Where does the data
reside?
How frequentl4 should the
data be collected?
What is the formula for
calculating the measure?
What is the actual
result of this measure
for the 9ear 6::7?
+ of 14
All Meas.rements 4se in t,e ESMS Data)ase
PM # Performance Measure
D
e
fin
itio
n
'

(
&
)
*
+
What is the PM number for
referencing. Could be LMR # or
a unique number for local
metrics?
What metric(s should we use to
measure whether we ha!e met our
requirements?
#ctual F$ %) !reen Stan-ar- #mer Stan-ar- 7e- Stan-ar- Primar2 Functional POC Data #,ailale8 9otes
9.; What is the actual
result of this measure
for the 9ear 6::8?
What is the %reen
3hreshold?
What is the 1mber
3hreshold?
What is the Red
3hreshold?
Who is the +rimar4 owner
for the measure and their
email address?
1re there an4 additional notes regarding the
measure?
%alance Scorecar Pro3ect
5
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.
t
e
s
6.ality Re&ie2 of Metrics
,e-ie. an/ !core all *ea!ure*ent! u!e/ in &our !corecar/ *o/el
F1.1 D ,e-enue 6ro.t# 4 4
F1.2
F1.3
F1.4
F2.1
F2.2
F2.3
F2.4
F3.1
F3.2
F3.3
F3.4
C1.1
C1.2
C1.3
C1.4
C2.1
C2.2
C2.3
C2.4
P1.1
P1.2
P1.3
P1.4
P2.1
P2.2
P2.3
P2.4
P3.1
P3.2
P3.3
P3.4
P4.1
P4.2
P4.3
P4.4
3 E 6 O48ecti-e B31$
31.1
31.2
31.3
31.4
3 E 6 O48ecti-e B32$
32.1
32.2
32.3
F
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Financial O48ecti-e
BF1$
Financial O48ecti-e
BF2$
Financial O48ecti-e
BF3$
Cu!to*er O48ecti-e
BC1$
Cu!to*er O48ecti-e
BP2$
Proce!! O48ecti-e
BP1$
Proce!! O48ecti-e
BP2$
Proce!! O48ecti-e
BP5$
Proce!! O48ecti-e
BP4$
3 E 6 O48ecti-e B32$
32.4
3 E 6 O48ecti-e B33$
33.1
33.2
33.3
33.4
7n!truction!C
Rate eac, Meas.rement for t,ese attri).tes on a scale of 1 to -7
1. Fp/ate Fre:uenc&C 'ea!ure*ent can get up/ate/ on a regular 4a!i!H ' for 'ont#l&, A for Auarterl&, " for "nnual, etc.
2. 5egree of ,elia4ilit&C Can &ou ea!il& *ea!ure t#e perfor*ance o48ecti-e or i! it too !u48ecti-e .#en it co*e! to *ea!ura4ilit&.
3. ?ncourage! t#e rig#t 4e#a-iorC 'ea!ure*ent! !#oul/ not confu!e, /i!tort, or create t#e .rong perfor*ance 4e#a-ior .it#in t#e Organi@ation. Controlla4leI
4. 5egree of FitC 'ea!ure*ent fit! .it# t#e culture an/ proce!!e! of Organi@ation an/ flo.! .ell fro* 3o.er 3e-el to Fpper 3e-el. B'"C,O F7> O,6"<7J">7O<"3$
5. 5egree of SupportC Client #a! exi!ting proce/ure! an/ proce!!e! t#at can !upport t#e *ea!ure*ent B!uc# a! a-aila4le /ata i! in place$
'axi*u* Score 25
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3 4 5 20 )0D 3agging Single
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
0 0D
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Total
Points
8&erall
5rae
0 0D
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0 0D
0 0D
0 0D
1. Fp/ate Fre:uenc&C 'ea!ure*ent can get up/ate/ on a regular 4a!i!H ' for 'ont#l&, A for Auarterl&, " for "nnual, etc.
2. 5egree of ,elia4ilit&C Can &ou ea!il& *ea!ure t#e perfor*ance o48ecti-e or i! it too !u48ecti-e .#en it co*e! to *ea!ura4ilit&.
3. ?ncourage! t#e rig#t 4e#a-iorC 'ea!ure*ent! !#oul/ not confu!e, /i!tort, or create t#e .rong perfor*ance 4e#a-ior .it#in t#e Organi@ation. Controlla4leI
4. 5egree of FitC 'ea!ure*ent fit! .it# t#e culture an/ proce!!e! of Organi@ation an/ flo.! .ell fro* 3o.er 3e-el to Fpper 3e-el. B'"C,O F7> O,6"<7J">7O<"3$
5. 5egree of SupportC Client #a! exi!ting proce/ure! an/ proce!!e! t#at can !upport t#e *ea!ure*ent B!uc# a! a-aila4le /ata i! in place$
Alignment Matrix
Strategic
5ri-er!
Vision Mission Values
Critical
Proce!!e!
'ea!ure!
Critical
3e-er!
Organi@ation
'ea!ure!
>ool!
Pro3ect Roster
Name Area *ocation Des( P,one
Project Intranet Web Site K ....intranet!.co*
Cell P,one Email