Inside ASI-AP

Summary of Q1 results for the 2008 calendar year are in the attachments below.

There are 2 files for the AP results. The spreadsheet is a summary of the numbers and green/red flags for each measure. The Powerpoint file is a one slide summary of the results in strategy map (graphical) format. I did not complete a commentary on the AP card like I did last year but I did make a blog posting summarising the results.

AP BSC summary - Q1 2008.xls
AP BSC 2008 Q1 strategy map.ppt

There is 1 file for the global results. This is a Powerpoint presentation which includes the overall strategy map summary, plus a slide on each and every result, showing the quarterly actual vs. targets and commentary from the ASI VP's (John Benda, Donna Sayegh and Fred Lawrence) on the global results.

I missed posting both the customer survey results for Q1 and the BSC results. So this is a catch up for Q1. I should have the Q2 results done in the next couple of weeks, so look out for those then.

Q1 is a great example of how the BSC works as a management system. Before the BSC we generally managed the business on financial results. But in the balanced scorecard, financial results are only 1 perspective of 4 total perspectives. The financial results for Q1 in AP were outstanding, and without the BSC everyone would be happy. But if you look at our BSC strategy map below you will see we have some significant red areas in the 3 other perspectives. And since it flows from bottom up, reds will eventually flow up and lead to poor financial outcomes if they are not addressed now.

The BSC results for AP for the 4th quarter of 2007 are now compiled. AP had a very strong quarter in Q4 for BSC results and gives two back-to-back quarters (Q3 and Q4) of doing what we are being asked to do.

12 out of 19 measures are at or above plan ('green'), a 63% attainment. 6 measures are at caution level ('yellow'), and 1 measure is below plan ('red'). The 'red' measures have been reduced from 8 'red' measures in Q2 down to just 1 this quarter.

My main area of concern for the results has been some minor negative trends over the second half of the year in the measures of customer retention, participation and satisfaction. We need a greater focus across all departments in these areas for 2008.

Summary of Q4 results for the 2007 calendar year are in the attachments below.

There are 3 files for the AP results. The spreadsheet is a summary of the numbers and green/red flags for each measure. The PDF file is a printout from the online BSC system that also includes my commentary on each result. The Powerpoint file is a one slide summary of the results in strategy map (graphical) format.

AP BSC summary - Q4 2007.xls
AP Personal Scorecard Print View - Q4 2007.pdf
AP BSC 2007 Q4 strategy map.ppt

There is 1 file for the global results. This is a Powerpoint presentation which includes the overall strategy map summary, plus a slide on each and every result, showing the quarterly actual vs. targets and commentary from the ASI VP's (John Benda, Donna Sayegh and Fred Lawrence) on the global results.

I have loaded up the full (detailed) BSC results for both AP and ASI globally for each of the three quarters so far completed in 2007. Each of these wiki pages are ASI-only and you need to be logged into this site as an ASI staff member to get access. The home page for the results is here, or click the 'Wikis' link in the top navigation bar.

Any feedback or questions on the BSC results please email or call me ext. 7555.

Summary of Q3 results for the 2007 calendar year are in the attachments below.

There are 3 files for the AP results. The spreadsheet is a summary of the numbers and green/red flags for each measure. The PDF file is a printout from the online BSC system that also includes my commentary on each result. The Powerpoint file is a one slide summary of the results in strategy map (graphical) format.

AP BSC summary - Q3 2007.xls
AP Personal Scorecard Print View - Q3 2007.pdf
AP BSC 2007 Q3 strategy map.ppt

There is 1 file for the global results. This is a Powerpoint presentation which includes the overall strategy map summary, plus a slide on each and every result, showing the quarterly actual vs. targets and commentary from the ASI VP's (John Benda, Donna Sayegh and Fred Lawrence) on the global results.

The BSC results for AP for the 3rd quarter of 2007 are now compiled and the BSC wall in the Melbourne office has been updated. AP had a very strong quarter in Q3 for BSC results - which in short means we are doing the things we are being asked to do by the ASI Board. We also showed a significant improvement over Q2. This is a great result and everyone should be very proud.

13 out of 19 measures are at or above plan ('green'), a 68% attainment (up from 37% in the previous quarter). 4 measures are at caution level ('yellow'), and 2 measures are below plan ('red').

For this quarter's address from Bob we all gathered over pizza in the Melbourne boardroom on Monday and listened in to Bob's recorded presentation (he gave the presentation live to the US team in the early hours of Saturday morning). The timing was good for this event with all the consultants in town for iMIS 15 bootcamp training, and other than Andrew, Ross and Keith who were on leave, everyone was together for the first time in about a year (although we did have Amanda and Peter on video conference from Sydney, not present in person).

The presentation is available for streaming to staff via our website here http://www.advsol.com/AM/Template.cfm?Section=CEO_Quarterly_Updates.

I have completed compiling the BSC results for AP for the 2nd quarter of 2007. I will be updating the BSC wall in the Melbourne office in a few days; in the meantime, if you want to see a full copy of the BSC report detail, please ask me.

7 out of 19 measures are at or above plan ('green'), a 37% attainment. 4 measures are at caution level, and 8 measures are below plan ('red'). The significant 'red' areas are in the perspectives of Learning & Growth, and Financial.

FINANCIAL PERSPECTIVE
Increase Global Consulting Contribution Margin - YELLOW
Increase License Related Revenue - RED

Summary of Q2 results for the 2007 calendar year are in the attachments below.

There are 2 files for the AP results. The spreadsheet is a summary of the numbers and green/red flags for each measure. The PDF file is a printout from the online BSC system that also includes my commentary on each result.

AP BSC summary - Q2 2007.xls
AP Personal Scorecard Print View - Q2 2007.pdf

There is 1 file for the global results. This is a Powerpoint presentation which includes the overall strategy map summary, plus a slide on each and every result, showing the quarterly actual vs. targets and commentary from the ASI VP's (John Benda, Donna Sayegh and Fred Lawrence) on the global results.

Summary of Q1 results for the 2007 calendar year are in the attachments below.

There are 2 files for the AP results. The spreadsheet is a summary of the numbers and green/red flags for each measure. The PDF file is a printout from the online BSC system that also includes some commentary (although I entered almost no comments for this quarter - was still working out how the online system worked).

AP BSC summary - Q1 2007.xls
AP Personal Scorecard Print View - Q1 2007 (no commentary).pdf

There is 1 file for the global results. This is a Powerpoint presentation which includes the overall strategy map summary, plus a slide on each and every result, showing the quarterly actual vs. targets and commentary from the ASI VP's (John Benda, Donna Sayegh and Fred Lawrence) on the global results.

These wiki pages are being moved to the separate 7 business drivers wiki site here www.7businessdrivers.com/wiki.

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Our Partnership Program is based around 7 business drivers for high performance non-profits. I thought it would be useful to track how ASI AP is internally being managed against these 7 business drivers.

Although targeted specifically at non-profits, they are directly related to the 12 principles of the Australian Business Excellence Framework, and relevant to our own business. I also think it helps to better understand the importance of the business drivers to our customers by making them more tangible to things we do here in the AP region.

I posted earlier in the year about the need to become decompartmentalised. Last week I was in the airport bookshop and noticed the front cover of May's Harvard Business Review (HBR www.hbr.org) an article called "Silo Busting - How to Execute on the Promise of Customer Focus".

I only buy this magazine occassionally, since it costs about $30 every month, but I did buy this one. Over the years HBR has published some world famous management pieces, including Peter Drucker (often referred to as the father of modern management). I am also a regular listener to the HBR IdeaCast (also available via iTunes), a free bi-weekly podcast.

Our second round of customer surveys is underway this week. About 50 customers have been selected to be included in this round. A slight change to our process this time, in that those customers selected for the survey have been informed in advance via email that the survey is underway. Last quarter, we had a few customers concerned that it was our competitors calling them pretending to ask how iMIS is going.

The first quarter 2007 CEO update teleconference was presented early Saturday morning by our CEO Bob Alves. An audio recording is now available to all AP staff on the staff website. To access the teleconference navigate to the staff portal and login. Under News there is a link “Hear the latest CEO Quarterly Update”. Click on this and you will be taken to a page where we will store all the quarterly updates. Click on the 1st quarter 2007 update.

The direct URL link to the update is here.