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PULSE
PERFORMANCE MANGEMENT FRAMEWORK
Ed Curley
Purpose
• Why do we exist as an
organisation?
• How do we measure
success?
• What are our Key
Measures based on our
Purpose?
Understanding
• Do we understand our
customers and what the
Value?
• Do we fully understand how
we deliver customer value?
• What is our value
• proposition?
Learning
• Are we creating a
‘deliberately
developmental’ culture?
• Do we effectively support
social and informal
learning?
• Do we support generative
conversations about
performance?
Leadership
• Are we a leading
organisation that others
look to?
• Are we developing our
leaders for the challenges
of the future?
• Are we Human Centred?
Service Design & Delivery
• Do we view what we do as a
service to our customers?
• How do we develop our
external and internal facing
services?
• How well do we respond to
changing customer needs
are we agile enough?
Engagement
• Do we engage regularly
with our customers to
understand their needs?
• How do customers
experience our services?
• Who are our key delivery
partners, how do we
engage with them?
PULSE
(Pull Services) Performance Management Framework
P U L S E
PULSE
(Pull Services)
Performance Management Framework
This proposal is based on the premise that an organisation
provides Services congruent with its Purpose, customers ‘pull’
these services as they require them.
Services are designed and delivered to customers based on a
thorough Understanding of customers (internal and external)
needs gained thought effective Engagement. Measures of
success are designed around delivery against Purpose and
customer value.
Leadership and Learning underpin the effective development
and delivery of services against Purpose. A ‘Deliberately
developmental’ learning culture – (An Everyone Culture:
Becoming a Deliberately Developmental Organization, Robert
Kegan and Lisa Laskow Lahey et al) and an Agile approach
ensures that the organisation learns to adapt services in
response to changing customer needs.
Copyright© 2017 Ed Curley
Purpose
Why do we exist as
an organisation?
How do we
measure success?
What are our Key
Measures based
on our Purpose?
Understanding
Do we understand
our customers and
what they Value?
Do we fully
understand how
we deliver
customer value?
Do we fully
understand our
core processes
and systems and
how they provide
customer value?
What is our Value
Proposition?
Learning
Are we creating a
‘Deliberately
Developmental’
culture?
Do we effectively
support social and
informal learning?
Do we support
Generative
conversations
about
performance?
Leadership
Are we a leading
organisation that
others look to?
Are we developing
our leaders for he
challenges of he
future?
Are we Human
Centred?
Service Design &
Delivery
Do we view what
we do as a service
to our customers?
How do we
develop our
external and
internal facing
services?
How well do we
respond to
changing customer
needs are we Agile
enough?
Engagement
Do we engage
regularly with our
customers to
understand their
needs?
How do customers
experience our
services?
Who are our key
delivery partners,
how do we engage
with them?
PULSE
(Pull Services) Performance Management Framework
Personal Performance & Development Agreement
P U L S E
Purpose
•Systems Thinking
•Freedom from
Command and Control
•Outcomes Based
Accountability
•Trying Hard Is Not Good
Enough
•Focus: The Hidden Driver
of Excellence
Understanding
•Value Proposition Design
•Value Stream Mapping
•Design a Better Business:
New Tools, Skills, and
Mindset for Strategy and
Innovation
Learning
•Social Learning
•70.20.10 towards 100%
performance
•An Everyone Culture
•Generative Conversations
Leadership
•Servant Leadership
•Intent Based Leadership
•Emotional Intelligence
•Humanise: Why Human-
Centred Leadership is the
Key to the 21st Century
Service Design &
Delivery
•Reinventing
Organizations: A Guide to
Creating Organizations
Inspired by the Next
Stage in Human
Consciousness
•Service Design
•Agile organisations The
Agile Organization: How
to Build an Innovative,
Sustainable and Resilient
Business
Engagement
•Jobs to Be Done:
Customer-Centered
Innovation
•The Customer Experience
Book: How to Design,
Measure and Improve
Customer Experience in
Your Business
•Service Design for
Business: A Practical
Guide to Optimizing the
Customer Experience
PULSE
(Pull Services) Performance Management Framework
P U L S E
2. What do our
customers/services users need
from us, what Opportunities
are we seeking to create for
them (Statement of
Understanding of Customer
Needs)?
What do our customers value?
1. Our Organisational
(Orgnisational Purpose
Statement)- our Outcomes or
Impact that we are seeking to
have/achieve?
What difference do we want to
make in the lives of our
customers/service users?
4. About me, what is my role?
What is Important To Me in my
role?
What is Important For Me in my
role? (Individual Purpose) –
(this will be developed into a
Personal Purpose Statement)
6 These are the (Leadership)
opportunities my role presents
This is how I could improve my
role and in my role to improve
services to our customers.
(Service Design & Delivery)
7. These are the Skills I want to
develop (Learning). This is/
these are the methods of
learning that I believe best suit
my learning style?
8. Who could help me to be
successful and develop in my role?
Who could I ask to be my mentor?
Who could I mentor?
(Learning)
9. This is how often I would like to
have a conversation with my manager
and or my team about our/my
progress. (Learning)
10. This is how often I would like to
have a discussion with my customer
about out team/ my progress.
(Engagement)
(face-to-face discussions with
customers)
Copyright© 2017 Ed Curley
3. What is the purpose of my
team in meeting our customers
Needs (Team Purpose
Statement)? What are our key
success measures?
5. How do I support my, Team
Purpose, what are my key
Activities and Outputs in
support of this? This is what
success in my role looks like,
these are my key measures of
success. (Understanding)?
P
P
P
U
L
L
L
L
S
E
PULSE
(Pull Services) Performance Management Framework
Personal Performance & Development Agreement
P U L S E
U
Organisational
Purpose
Systems & Services
Perspective
User Value
Service Design & Delivery
Team
Purpose
Systems & Services
Perspective
User Value
Service Design & Delivery
Individual
Purpose
Systems & Services
Perspective
User Value
Service Design & Delivery
Organisational, Team, Individual
PULSE
(Pull Services) Performance Management Framework
P U L S E
Purpose
Customer
Demand
Service
Design
Thinking
Learning
Culture
Mastery
Effective
Leadership
Community Simplified
processes
Talent
Management
Team working
Autonomy
Outcomes
Focused
PULSE
(Pull Services) Performance Management Framework
P U L S E
Purpose Motivated
Culture
Alignment, clarity, focus,
autonomy, ownership,
meaningful work…
Systemic
PULSE
(Pull Services) Performance Management Framework
P U L S E
Demand, Value and
Systems Focused
PULSE
(Pull Services) Performance Management Framework
P U L S E
PULSE
(Pull Services) Performance Management Framework
P U L S E
Understand
Customer
Demand
Service designed
to meet Value
demand
Front line skills
Pull specialist
services as
required
Measures based
on delivery of
Value, Not activity
Front line skills
Minimise Failure
demand
Front line skills
Pull specialist
services as
required
Demand & Service Design
Understand Demand; Type, Frequency, Predictability.
Value Proposition
Design
Generativity
Generative capacity; capacity to challenge
guiding assumptions …, to raise
fundamental questions regarding that which
is 'taken for granted' and thereby furnish new
alternatives for action
PULSE
(Pull Services) Performance Management Framework
P U L S E
Co-active
‘being in action together’ or more
appropriately - ‘being together in
action’.
PULSE
(Pull Services) Performance Management Framework
P U L S E
Remove
Complicatedness!
Keep it Simple!
“in front of the new complexity of business, the
only solution is the interplay, how the parts
work together. The connections, the
interactions, the synapses. It is not the skeleton
of boxes, it is the nervous system of
adaptiveness and intelligence. you could call it
cooperation. Whenever people cooperate, they
use less resources”…
Yves Morieux - 6 Simple Rules
Its all about
relationships!
Reality and relationships are socially
constructed
Organisations are meaning making
systems
Language, broadly defined, matters
Creating change requires changing
conversations
PULSE
(Pull Services) Performance Management Framework
P U L S E
Human Centred
Leadership
Create an environment where people
can grow, develop and become their
best selves.
PULSE
(Pull Services) Performance Management Framework
P U L S E
Support social learning and
knowledge sharing
Use ‘Person
Centred’tools…
Conversations that
Matter
Engage through conversation, timely,
thought out, (how will this help the
recipient) strengths focused….
PULSE
(Pull Services) Performance Management Framework
P U L S E
Conversations with Customers, Departments,
Teams and Individuals Focus on “what matters”
Customer
What do our
customers want
from us, do we
know?
What is our
‘Value
Proposition’?
Clarity
Purpose this is
our WHY!
Our
Performance
Measures are
Purpose
derived?
Our Values are
aligned with
our Purpose?
Our decisions
are aligned to
our Values?
Capability
We have the
systems,
structures,
strategies and
skills to deliver
our Purpose?
We have
matched the
capabilities of
our systems
against
customer
demand?
Capacity
We have the
right resources
in the right
place?
We have
developed
measures of
capacity against
customer
demand?
Control
We have devolved control to the
people doing the work?
We are building
a TRUST based
culture?
People feel
confident and
supported to
make decisions?
Commitment
Everyone in the
organisations
‘Walks Our Talk’
, we
demonstrate our
commitment to
our Values. We
make Values
based decisions?
Team of Teams
Self-directing, Autonomous,
Responsive, Collaborative,
Continuously Learning,
Adaptive, Agile
PULSE
(Pull Services) Performance Management Framework
P U L S E
What do your people do?
Jobs to be done!
Go and find out!!
PULSE
(Pull Services) Performance Management Framework
P U L S E
Workers themselves are best
placed to make decisions about
how to perform their work…
Peter Drucker
PULSE
(Pull Services) Performance Management Framework
P U L S E
Not Soft!
Customer, Clarity, Control,
Capability, Capacity, Commitment
= Correct Outcome
PULSE
(Pull Services) Performance Management Framework
P U L S E
Measure What Matters!
Outcomes and impact…
Use activity measures for
capability and capacity estimating
PULSE
(Pull Services) Performance Management Framework
P U L S E
Aim small miss small….
Don’t try to do it all overnight, build
on small successes,
Roll in not Roll out…
remember roll other areas of the
business ‘in’ to your success; don’t
‘roll out’ yet another initiative! …
PULSE
(Pull Services) Performance Management Framework
P U L S E
“We started working with different
countries and discovered that the
problems are the same.
The message every time is to start
again from the patient perspective
and simplify the systems.”
Jos de Blok, Buurtzorg founder
PULSE
(Pull Services) Performance Management Framework
P U L S E
PULSE
PERFORMANCE MANGEMENT FRAMEWORK

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Pulse - Performance Management Framework (Proposal) for Adaptive Organisations

  • 2. Purpose • Why do we exist as an organisation? • How do we measure success? • What are our Key Measures based on our Purpose? Understanding • Do we understand our customers and what the Value? • Do we fully understand how we deliver customer value? • What is our value • proposition? Learning • Are we creating a ‘deliberately developmental’ culture? • Do we effectively support social and informal learning? • Do we support generative conversations about performance? Leadership • Are we a leading organisation that others look to? • Are we developing our leaders for the challenges of the future? • Are we Human Centred? Service Design & Delivery • Do we view what we do as a service to our customers? • How do we develop our external and internal facing services? • How well do we respond to changing customer needs are we agile enough? Engagement • Do we engage regularly with our customers to understand their needs? • How do customers experience our services? • Who are our key delivery partners, how do we engage with them? PULSE (Pull Services) Performance Management Framework P U L S E PULSE (Pull Services) Performance Management Framework This proposal is based on the premise that an organisation provides Services congruent with its Purpose, customers ‘pull’ these services as they require them. Services are designed and delivered to customers based on a thorough Understanding of customers (internal and external) needs gained thought effective Engagement. Measures of success are designed around delivery against Purpose and customer value. Leadership and Learning underpin the effective development and delivery of services against Purpose. A ‘Deliberately developmental’ learning culture – (An Everyone Culture: Becoming a Deliberately Developmental Organization, Robert Kegan and Lisa Laskow Lahey et al) and an Agile approach ensures that the organisation learns to adapt services in response to changing customer needs. Copyright© 2017 Ed Curley
  • 3. Purpose Why do we exist as an organisation? How do we measure success? What are our Key Measures based on our Purpose? Understanding Do we understand our customers and what they Value? Do we fully understand how we deliver customer value? Do we fully understand our core processes and systems and how they provide customer value? What is our Value Proposition? Learning Are we creating a ‘Deliberately Developmental’ culture? Do we effectively support social and informal learning? Do we support Generative conversations about performance? Leadership Are we a leading organisation that others look to? Are we developing our leaders for he challenges of he future? Are we Human Centred? Service Design & Delivery Do we view what we do as a service to our customers? How do we develop our external and internal facing services? How well do we respond to changing customer needs are we Agile enough? Engagement Do we engage regularly with our customers to understand their needs? How do customers experience our services? Who are our key delivery partners, how do we engage with them? PULSE (Pull Services) Performance Management Framework Personal Performance & Development Agreement P U L S E
  • 4. Purpose •Systems Thinking •Freedom from Command and Control •Outcomes Based Accountability •Trying Hard Is Not Good Enough •Focus: The Hidden Driver of Excellence Understanding •Value Proposition Design •Value Stream Mapping •Design a Better Business: New Tools, Skills, and Mindset for Strategy and Innovation Learning •Social Learning •70.20.10 towards 100% performance •An Everyone Culture •Generative Conversations Leadership •Servant Leadership •Intent Based Leadership •Emotional Intelligence •Humanise: Why Human- Centred Leadership is the Key to the 21st Century Service Design & Delivery •Reinventing Organizations: A Guide to Creating Organizations Inspired by the Next Stage in Human Consciousness •Service Design •Agile organisations The Agile Organization: How to Build an Innovative, Sustainable and Resilient Business Engagement •Jobs to Be Done: Customer-Centered Innovation •The Customer Experience Book: How to Design, Measure and Improve Customer Experience in Your Business •Service Design for Business: A Practical Guide to Optimizing the Customer Experience PULSE (Pull Services) Performance Management Framework P U L S E
  • 5. 2. What do our customers/services users need from us, what Opportunities are we seeking to create for them (Statement of Understanding of Customer Needs)? What do our customers value? 1. Our Organisational (Orgnisational Purpose Statement)- our Outcomes or Impact that we are seeking to have/achieve? What difference do we want to make in the lives of our customers/service users? 4. About me, what is my role? What is Important To Me in my role? What is Important For Me in my role? (Individual Purpose) – (this will be developed into a Personal Purpose Statement) 6 These are the (Leadership) opportunities my role presents This is how I could improve my role and in my role to improve services to our customers. (Service Design & Delivery) 7. These are the Skills I want to develop (Learning). This is/ these are the methods of learning that I believe best suit my learning style? 8. Who could help me to be successful and develop in my role? Who could I ask to be my mentor? Who could I mentor? (Learning) 9. This is how often I would like to have a conversation with my manager and or my team about our/my progress. (Learning) 10. This is how often I would like to have a discussion with my customer about out team/ my progress. (Engagement) (face-to-face discussions with customers) Copyright© 2017 Ed Curley 3. What is the purpose of my team in meeting our customers Needs (Team Purpose Statement)? What are our key success measures? 5. How do I support my, Team Purpose, what are my key Activities and Outputs in support of this? This is what success in my role looks like, these are my key measures of success. (Understanding)? P P P U L L L L S E PULSE (Pull Services) Performance Management Framework Personal Performance & Development Agreement P U L S E U
  • 6. Organisational Purpose Systems & Services Perspective User Value Service Design & Delivery Team Purpose Systems & Services Perspective User Value Service Design & Delivery Individual Purpose Systems & Services Perspective User Value Service Design & Delivery Organisational, Team, Individual PULSE (Pull Services) Performance Management Framework P U L S E
  • 8. Purpose Motivated Culture Alignment, clarity, focus, autonomy, ownership, meaningful work…
  • 9. Systemic PULSE (Pull Services) Performance Management Framework P U L S E
  • 10. Demand, Value and Systems Focused PULSE (Pull Services) Performance Management Framework P U L S E
  • 11. PULSE (Pull Services) Performance Management Framework P U L S E Understand Customer Demand Service designed to meet Value demand Front line skills Pull specialist services as required Measures based on delivery of Value, Not activity Front line skills Minimise Failure demand Front line skills Pull specialist services as required Demand & Service Design Understand Demand; Type, Frequency, Predictability.
  • 13. Generativity Generative capacity; capacity to challenge guiding assumptions …, to raise fundamental questions regarding that which is 'taken for granted' and thereby furnish new alternatives for action PULSE (Pull Services) Performance Management Framework P U L S E
  • 14. Co-active ‘being in action together’ or more appropriately - ‘being together in action’. PULSE (Pull Services) Performance Management Framework P U L S E
  • 16. “in front of the new complexity of business, the only solution is the interplay, how the parts work together. The connections, the interactions, the synapses. It is not the skeleton of boxes, it is the nervous system of adaptiveness and intelligence. you could call it cooperation. Whenever people cooperate, they use less resources”… Yves Morieux - 6 Simple Rules
  • 18. Reality and relationships are socially constructed Organisations are meaning making systems Language, broadly defined, matters Creating change requires changing conversations PULSE (Pull Services) Performance Management Framework P U L S E
  • 19. Human Centred Leadership Create an environment where people can grow, develop and become their best selves. PULSE (Pull Services) Performance Management Framework P U L S E
  • 20. Support social learning and knowledge sharing
  • 22. Conversations that Matter Engage through conversation, timely, thought out, (how will this help the recipient) strengths focused…. PULSE (Pull Services) Performance Management Framework P U L S E
  • 23. Conversations with Customers, Departments, Teams and Individuals Focus on “what matters” Customer What do our customers want from us, do we know? What is our ‘Value Proposition’? Clarity Purpose this is our WHY! Our Performance Measures are Purpose derived? Our Values are aligned with our Purpose? Our decisions are aligned to our Values? Capability We have the systems, structures, strategies and skills to deliver our Purpose? We have matched the capabilities of our systems against customer demand? Capacity We have the right resources in the right place? We have developed measures of capacity against customer demand? Control We have devolved control to the people doing the work? We are building a TRUST based culture? People feel confident and supported to make decisions? Commitment Everyone in the organisations ‘Walks Our Talk’ , we demonstrate our commitment to our Values. We make Values based decisions?
  • 24. Team of Teams Self-directing, Autonomous, Responsive, Collaborative, Continuously Learning, Adaptive, Agile PULSE (Pull Services) Performance Management Framework P U L S E
  • 25. What do your people do? Jobs to be done! Go and find out!! PULSE (Pull Services) Performance Management Framework P U L S E
  • 26. Workers themselves are best placed to make decisions about how to perform their work… Peter Drucker PULSE (Pull Services) Performance Management Framework P U L S E
  • 27. Not Soft! Customer, Clarity, Control, Capability, Capacity, Commitment = Correct Outcome PULSE (Pull Services) Performance Management Framework P U L S E
  • 28. Measure What Matters! Outcomes and impact… Use activity measures for capability and capacity estimating PULSE (Pull Services) Performance Management Framework P U L S E
  • 29. Aim small miss small…. Don’t try to do it all overnight, build on small successes, Roll in not Roll out… remember roll other areas of the business ‘in’ to your success; don’t ‘roll out’ yet another initiative! … PULSE (Pull Services) Performance Management Framework P U L S E
  • 30. “We started working with different countries and discovered that the problems are the same. The message every time is to start again from the patient perspective and simplify the systems.” Jos de Blok, Buurtzorg founder PULSE (Pull Services) Performance Management Framework P U L S E