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Dennis Barnhart
Managed BSC Progra I !le entation at one o" the "irst co !anies to receive the BSC #$all o" %a e& A'ard Presented BSC Best Practices at n( ero(s local and international con"erences "or )oth !()lic and non* !ro"it organi+ations ,ed the s(ccess"(l i !le entation o" a ne' cor!orate !er"or ance anage ent !rogra -Balanced Scorecard. "or a /2B teleco (nications co !an0 integrating the BSC into all anage ent !rocesses %o(nding e )er o" Atlantic Canadian Balanced Scorecard Co (nit0 o" Practice %or ed Dennis Barnhart and Associates in A(g(st o" 2001 -'''.dennis)arnhart.co . S()2ect Matter 34!ertise 5 Practical I !le entation 34!erience
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Aliant in 200
7he leading teleco Atlantic Canadians: (nications s(!!lier to
An innovator o" ind(str0*leading teleco (nications technologies: ;21<000 residential access lines =;=<000 )(siness access lines >ver =00<000 'ireless c(sto ers >ver ?00<000 Broad)and -$SI. c(sto ers /@2.=B reven(e< ?6=M Shares 4'ave I7 !ro"essional services s()sidiar0
7raditional reven(es -,ocal C ,D. 3BI7DA Margin MarDet Share C(sto er Satis"action 3""icienc0 3 !lo0ee Satis"action
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
2- Integration o" the Balanced Scorecard into Ie0 Manage ent Processes
3ns(re De0 anage ent !rocesses are aligned 'ith< and contri)(ting to the achieve ent o" AliantHs strategic o)2ectives
- Co
3nhance e !lo0ee a'areness o" AliantHs Strategic & B(siness Plan Rein"orce De0 essages and co (nicate consistentl0 Deliver a(dience s!eci"ic ed(cation< training and tools 3ns(re all e !lo0ees (nderstand the rationale "or BSC "ra e'orD Pri ar0 vehicle "or co (nicating cor!orate and )(siness (nit strategic and o!erational !er"or ance to all staDeholders %e recogni.ed that implementation of the BS$ (as an ongoing process that is ne/er reall! complete0A
2008 Dennis Barnhart & Associates Inc. All Rights Reserved
S t r a t e g y M a p s + &* , e c t i v e s B a a nc e dS c o r e c a r d s + M e a su r e s ./ 01 e a r " a r g e t s S t r a t e g i c I ni t i a t i v e s (e a r %c c o u nt a * i i t y
7 o c u se d St r a t e g y B u si n e ss St r a t e g y
5e w 6a y o f M a na g i ng %c c e p t e d () a ng e %g e ntI d e nt i f i e d
NAda!ted "ro
Strateg0 Ma!s< BSCHs and Strategic Initiatives develo!ed "or Aliant and cascaded to B(siness Knit & Cor!orate S(!!ort Areas -2 levels dee!. 2006 Personal Per"or ance >)2ectives tied to BSC 2006 Short 7er Incentive Plan tied to BSC Res(lts (nicate BSC Per"or ance
Per"or ance Re!orting Processes esta)lished S()stantial co (nications and a'areness e""orts
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
$ustomer
Everything Begins With The Customer Serve C(sto ers on 7heir 7er s Oith Passion and Integrit0 to B(ild ,o0alt0 Deliver More C(sto er Pal(e 7hro(gh Fe' Prod(cts and Services
Internal Process
Innovate, Colla orate,and !llocate Contin(o(sl0 I !rove & Si !li"0 3nd*to*3nd C(sto er 34!eriences )0 C(sto er Seg ent Allocate all Aliant Reso(rces 3""ectivel0
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
AliantHs short ter incentive !lan 'as designed toQ Create a !er"or ance c(lt(re Pro ote s(!erior cor!orate !er"or ance )0 "oc(sing e !lo0ees on De0 'orD activities and o)2ectives I !rove e !lo0ee !rod(ctivit0 and satis"action )0 otivating< ed(cating and re'arding the "or the achieve ent o" the Balanced Scorecard o)2ectives ,inDs to the advance ent o" )(siness strateg0 thro(gh the Balanced Scorecard
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Cascading 'as a critical !art o" driving align ent< engage ent and acco(nta)ilit0 dee!er into the organi+ation
7he single )iggest di""erentiator in BSC s(ccess is generating align ent
M ission9 :alues9 :ision $trategy
Financial
O b ject ives M ea su res T a rget s In itia tives O b ject ives
$ ustom er
M ea su res T a rget s In it ia tives
Internal Processes
O b jectives M ea su res T a rget s In it iat ives
,eadershi! 7ea
Financial
O b ject ives
Res!onsi)ilit0
Internal Processes (mp. ". ) *.
Creates a consistent lang(age thro(gh eas(re ent #Ohat interests "ascinates e& 0 )oss
$ ustom er
M ea su res T a rget s In it ia tives
STUVWVUXYZ[[\]^_`T^VaVZVbc
STUVWVUXYZ[\]^_`T^VaVZVbc
STUVWVUXYZ[\]^_`T^VaVZVbc
STUVWVUXYZ[\]^_`T^VaVZVbc
O b ject ives
O b jectives
O b ject ives
Financial
O b ject ives
$ ustom er
M ea su res T a rget s In it ia tives
Internal Processes
O b jectives M ea su res T a rget s In it iat ives O b ject ives
(mp. ". ) *.
M ea su res Ta rget s In it ia tives
O b ject ives
3ns(res each de!art ent are "oc(sed on< anaging< and held acco(nta)le "or the right things ReR(ires #7& Sha!ed ,eaders Align ent is Critical
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Aliant BS$
din sca Ca gt
In order to align indi/idual performance (ith o/erall compan! strateg!9 (e must cascade the Scorecard throughout the organi.ation-
oe
n l ig ea (r ns
en t
=egional Ser/ice Director 'S 8 P"I BS$
"ach emplo!ee > team then understands their contri)ution to the success of Aliant
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Strategic Plan
Revie' BK !er"or ance "eed ack $ against e4isting strateg0 !d%ustments Assess validit0 o" initial ass( !tions and strateg0 Auarterl! )ased on s(ccess achieved Operations R(n the )(siness and changes in the "#ecution =e/ie( *tracD !er"or ance )(siness environ ent * anage initiatives K!date strateg0 i" "eed ack $ !d%ustments reR(ired %eed)acDCaction !lans to Monthl! correct e4ec(tion iss(es C Operations concerns =e/ie( Revie' !er"or ance against "inancial and BSC targets and !rogress against strategic initiatives %eed)acD C action !lans to correct e4ec(tion iss(esCconcerns
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
SIB 00
g g
Measure 1i/e status on original )udget plan Deli/era)les Delivera)le >ne Delivera)le 7'o Delivera)le 7hree Delivera)le %o(r Meas(re o" S(ccess -d7D.Q >verall stat(s o" the ilestone Delivera)le >ne Delivera)le 7'o Delivera)le 7hree Delivera)le %o(r Meas(re o" S(ccess -d7D.Q >verall stat(s o" the ilestone Delivera)le >ne Delivera)le 7'o Delivera)le 7hree Delivera)le %o(r Meas(re o" S(ccess -d7D.Q >verall stat(s o" the ilestone
62D 2arget:
62D Actual:
Milestone Stat(sQ
Milestone 7'o
Milestone Stat(sQ
)l r g 0 g
Milestone 7hree
Milestone Stat(sQ
)l r g 0 g
ilestones -ne4t
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
6ear
" " " " "
Signi"icant
34ternal revie' o" BSC I !le entation in e? res(lts in #Best Practice& ranDing "or BSC I !le entation = onth striDe )egins in A!ril. All to o!erations roles anage ent e !lo0ees de!lo0ed
BSC -and all non critical. re!orting s(s!ended d(ring 'orD sto!!age. Ann(al !lanning !rocess red(ced to g?2 'eeDs
" BSC >)2ectives and Meas(res revised to re"lect re"ine ents to Strateg0 " BSC = 0ear targets reset " A Strategic Initiatives identi"ied and de"ined " Align ent s( ar0 revealed i !roved BK o)2ectives align ent
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Planning Process Revie' E Ohat did 'e learn thro(gh co !ressed ti eline
Apr Ma! 5un 5ul Aug Sept Oct 'o/
Financial Model
Business Cnit Business Plan > BS$ > Budget Prioriti.ation of Initiati/es BS$ De/elopment
A37 Challenge Board Strateg0 Initiative Board B(siness Prioriti+ation Plan & B(dget Session Session A!!roval
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
customer
Gro' Aliant
Gro'th
Pro"ita)l0
7rans"or ation
Serve the 3nter!rise MarDet in Ie0 IC7 Perticals )0 Innovating Oith o(r C(sto ers and >(t!er"or ing Co !etitors
$ustomer
Serve Customers on Their Terms With +assion and Integrity to Build :oyalty
>'n the Broad)and $o e to Ca!t(re Fe' Gro'th< & Ma4i i+e the B(ndle
Beco e the 7r(sted IC7 Provider to the SMB MarDet 'ith Integrated Sol(tions Driven 7hro(gh 3nhanced Channels
Internal Process
Innovate, Colla orate,and !llocate
3 )race the IP 7rans"or ation and Create a Fe4t Generation Cost Str(ct(re
%oster a Sa"e and $ealth0 3nviron ent Ohere 3 !lo0ees are 3ngaged and %eel Pal(ed
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Aliant s'a!s assets 'ith Bell Canada and )eco es an Inco e 7r(st E rena ed to Bell Aliant Regional Co (nications E do()les c(sto er )ase and "oot!rint and "oc(ses on r(ral "oot!rint across 1 !rovinces C3> leaves E "or er C3> ret(rns "ro Bell Canada
Director o" Cor!orate Per"or ance leaves E re!lace ent recr(ited Fe' strateg0 develo!ed and >SM retained BSC still a De0 !art o" anage ent !rocesses E has )eco e #ho' 'e anage o(r )(siness& E ingrained in De0 !rocesses BSC )eing rolled o(t to e(e)ec and >ntario regions
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Strategic 2heme
O)@ecti/e
a a # a a a a
Return on Invested Capital Gross Pro it !"#$ !e%cludes ac&uisitions$ *liant Reputation Inde% +ireless Customer Gro,t- !%$ *liant Customer 0alue Inde%
1,n t-e 2road2and -ome to capture ne, 3ro,t-4 5 ma%imi6e t-e 2undle
(.'%
18..%
Become t-e trusted ICT provider to t-e S#B mar:et ,it- inte3rated solutions driven t-rou3- en-anced c-annels Serve t-e enterprise mar:et in :e; ICT verticals 2; innovatin3 ,it- our customers 5 outper ormin3 competitors
/.1%
1.(%
<um2er o =nterprise Customers Purc-asin3 Si3ni icant Communications and IT Solutions rom *liant !80>'0 split or minimum "100? eac-$ Simplicit; !=as; to do Business +it-$ @ Relational !Top / Bo%es$ *liant Customer Service Aualit; Composite IP Btili6ation @ % o Core Tra ic on IP Bac:2one Cost per Customer =mplo;ee 0alue Inde% Sa et; Incidents > 100 emplo;ees !Telecom$ % o =mplo;eeEs ,it- a 8ocumented 8evelopment Goal
')
'8
a a a # a a a a
Improve and Simpli ; =nd@to@=nd Customer =%periences ,nno#ate' -ollaborate' and Allocate =m2race t-e IP Trans ormation and Create a <e%t Generation Cost Structure
9oster a Sa e and 7ealt-; =nvironment +-ere =mplo;ees are =n3a3ed and 9eel 0alued
)0%
))%
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
He! Factors for Successful Implementation " 1ain $ommitment from the 2op
" Secure a visi le and vocal E3ecutive !dvocate " 7esource Commitment
" $arefull! $onsider 6our Options and ;Maturit!< (hen considering a reporting solution
" It;s a out the strategy, not the technology
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved
He! Factors for Successful Implementation " Follo( an Incremental De/elopment Approach
" Develop a plan .hich identifies all <influence points= " >ne Step at a Time " <The aim is +rogression, not +erfection=
" Ingrain 2he BS$ in 2he Organi.ation B! 3in*ing to He! Business Processes
" +ersonal ?oal !lignment " +erformance Incentive +rogram " Strategic, Business +lanning $ Budgeting @7esource !llocationA +rocesses " +erformance 6anagement $ 7eporting +rocess " 6onthly $ 9uarterly !gendas
He! Factors for Successful Implementation " "#pect9 and encourage e/olution to sustain rele/ance and to )uild credi)ilit!
" " " " " " (1B'1 7ule Changes in performance measures Business Cnit BDepartment !cceptance Changes in usiness and strategic direction @!gilityA 6odifications to targets Build in governance process
" Be Patient
" 7ecogniDe the BSC as a Cultural Change +rocess
2A
2008 Dennis Barnhart & Associates Inc. All Rights Reserved
Gust Do ItH
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2008 Dennis Barnhart & Associates Inc. All Rights Reserved