How would you give a Performance Management training for a very diverse public in an evening course? You better avoid too much one-way traffic and better add some interaction. This exercise uses the PDCA-cycle to build and manage their own small company.
I was asked to deliver a training in Performance Management to a very diverse public who volunteered for it in evening school. The challenge lays in creating a course that is interesting, but challenging enough for participants who just worked a full day. Participants who have experience with Lean, but also participants from other sides of the organisation.
Introduction – 15 minutes
Theory: To get everybody on the same line, give a short recap or introduction of the Plan-Do-Check-Act cycle. What is the concept behind it? Emphasize that they actually already know and probably practice it (implicit) in their daily lives.
PDCA cycle
Exercise: To get their minds warmed up, give them 10 minutes for a small assignment: create the PDCA cycle of your own diet. You can find this exercise described here: “The PDCA cycle applied to your diet“. Ask following questions if they’re stuck:
- Plan: How much do you plan to loose/gain in weight? What is your ideal weight? Can you make it to that in one iteration?
- Do: What will you actually do or do different for reaching your diet goal?
- Check: How will you check if you’re doing fine? With what frequency are you checking?
- Act: What will you do if you make it? What if you don’t? How will you celebrate success?
The main exercise – 120 minutes
Preparation for the facilitator
As preparation, go to the Kickstarter.com website and find a few projects which look fun. Create a mission and vision for them. I advise to make such a company for each 3 to 4 people in your group. So with a group of 10 participants, you would have 4 groups (two of 3 participants, one of 4).
PLAN – The start-up (10+15+5 minutes)
Theory: Explain the Voice Of the Customer and Voice Of the Business concept. Explain that VOC and VOB need to meet each other. Avoid going to deep into details like interviewing techniques.
Exercise: Divide up the group in smaller teams and explain the start-up company concept to them. Explain that you already created the mission, vision and value proposition (as CEO) and they are your management team that needs to deliver results. Each participant gets a different role: CEO, head of Sales, Production and Quality.
The first job of the management team is to create a strategy. For this they need to:
- Determine who your customers are, customers’ wants and needs, how you are going to capture these wants & needs, how frequent and when. Also, you need to find out how to get customer feedback.
- Determine what your business needs are. What does your management want?
- Determine your short-term (1 year) and long-term (5 year) target.
Optional: The facilitator acts as customer and CEO, but is are not direct available: the companies have to ask their question on paper to you (explicitly addressed to the customer or CEO). The facilitator processes the questions in First In First Out (FIFO) mode and responds in person to the team.
Reflect: After the round, let the subgroups explain to the rest with an elevator pitch what they got and what they learned.
DO – The action (10+15+5 minutes)
Theory: Explain the roles and responsibilities matrix (RACI), the need for processes and process owners.
Exercise: Let the subgroups think about what actions they need do to realize their short and long-term strategy.
- How will you sell and deliver the end product to their customer? Eg. produce the product, distribute the project, sell the product, etc.
- Which profiles do you need?
- Who will take the decisions?
Reflect: After the round, let the subgroups explain to the rest with an elevator pitch what they got and what they learned.
Check – The check-up (10+15+5 minutes)
Theory: Explain the performance indicators (KPIs), leading en lagging, the link with the roles and responsibilities matrix and KPI trees.
Exercise: Let the subgroups think about what they need to monitor the realization of their strategy.
- How will you measure if they are successful?
- Are the measurements in line with the VOC and VOB created earlier?
- Who is responsible for the measurements?
- Who is accountable?
- Make sure you have result indicators and early warning measurements.
- Create an example measurement chart.
- How will you use these measurements to motivate the work floor?
- Which measures does management need, which the work floor?
Reflect: After the round, let the subgroups explain to the rest with an elevator pitch what they got and what they learned.
Act – React on measurement (10+15+5 minutes)
Theory: Explain the need for giving feedback, problem solving techniques, rethinking the strategy, and meeting structure.
Exercise: Let the subgroups think about how to act upon problems.
- Which problems could occur in your company?
- Which problem solving techniques do you know?
- Check again your measurements, are the measurements indicators for the problems that might occur?
- How will you report to the CEO?
- Which meeting structure do you need?
Reflect: After the round, let the subgroups explain to the rest with an elevator pitch what they got and what they learned.
Wrap-up – 15 minutes
At this point, your participants are trained in (the basics of) creating a performance management culture. It’s impossible to handle every related topic, but they made time to reflect about the subtopics. Make sure you give them handles for follow-up: documentation, tutorials, websites, etc.