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Our Goal: Managers and Employees Actively Engaged and Focused on Results

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OE21 COMMON STANDARDS

                          

[  ] Introduction to Organization Excellence
[  ] A.1 OE21 Setup Instructions

[  ] A.2 Guide to Survey Process

[  ] A.3 Guide to Decision Support Tools
P.1 Organizational Description
P.1-LFT-S Organizational Profile Part 1 (survey)
P.1-LFT-D Organizational Profile Part 1 (doc)

[  ] B.1 Organization Excellence Assessment
B1 Leadership Excellence Results Assessment (survey)
B1 Customer Excellence Results Assessment (survey)
B1 Operations Excellence Results Assessment (survey)
B1 Workforce Excellence Results Assessment (survey)
B.1_Results_Excellence_Dashboard (.xlsx)

[  ] 4.1 Measurement/Analysis/Improvement of Performance  
4.1-LFT-T_Metrics_Selection_Tables (.xlsx)

[  ] 4.2 Information and Knowledge Management                       
4.2-Typical INTRANET Contents
4.2 OE21 INTRANET Main (this page)

[   ] OE21 Format for Standard Operation Procedures (S.O.P.)

[   ] Current Standard Operation Procedures (S.O.P.) (if available)

OE21 COMMON REFERENCES

OE21 Focus Teams Key References:

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[   ] About the Status Brackets - See instructions at bottom of this page.

 

LEADERSHIP STANDARDS

                     
1 LEADERSHIP                    

[  ] 1.1 Senior Leadership                   
[  ] 1.2 Governance and Societal Contributions                  
2 STRATEGY                    

[  ] P.2 Organizational Situation

[  ] 2.1 Strategy Development

[  ] 2.2 Strategy Implementation                   ​

LEADERSHIP RESULTS 

[  ]  7.4 Leadership and Governance Results

[  ]  7.5 Financial, Market and Strategy Results

LEADERSHIP DECISION SUPPORT TOOLS 

[  ] 1.1-LFT-D Mission, Vision, KIO(s), Strategy Objectives (doc)

[  ] 1.1-LFT-S Senior Leadership Results (survey)

[  ] 1.1-LFT-A Senior Leadership Results Analysis (.xlsx)

[  ] 1.2-LFT-S Community and Risk (survey)

[  ] 1.2-LFT-A Community and Risk Analysis (xlsx)

[  ] P.2-LFT-S Organizational Profile Part 2 (survey)

[  ] P.2-LFT-D Organizational Profile Part 2 (doc)

[  ] 2.1-LFT-S1 S.W.O.T. Strengths (survey)

[  ] 2.1-LFT-S2 S.W.O.T. Weaknesses (survey)

[  ] 2.1-LFT-S3 S.W.O.T. Opportunities (survey)

[  ] 2.1-LFT-S4 S.W.O.T. Threats (survey)

[  ] 2.1-LFT-A   S.W.O.T. Analysis (.xlsx)

[  ] 2.2-LFT-S CFO Performance (survey)

[  ] 2.2-LFT-D CFO  Performance Assessment Report (.pdf)

[  ] 2.2-LFT-A Product Service Value Contribution (.xlsx)

[  ] 2.2-LFT-D  Resource Allocation/Approval of Action Plans (doc)

[  ] 2.2-LFT-D Strategic Plan Sections 1 to 5 (doc)

[  ] 4.1-LFT-M Metrics Selection Tables (.xlsx)

[  ] 2.0-LFT-P Leadership Excellence Strategy Plan (.xlsx)

[  ] 2.0-LFT-M Leadership Excellence Results (.xlsx) 

LEADERSHIP FOCUS TEAM (LFT) - STANDARDS AND DECISION SUPPORT TOOLS

CUSTOMER FOCUS TEAM (CFT) - STANDARDS AND DECISION SUPPORT TOOLS

CUSTOMER STANDARDS

3 CUSTOMERS                

[   ] 3.1 Customer Expectations         

[   ] 3.2 Customer Engagement                   

 

[   ] 3.2a Opportunity Marketing Guide                      
CUSTOMER RESULTS 

 

[   ]  7.2 Customer-Focused Results ​

CUSTOMER DECISION SUPPORT TOOLS

 

CUSTOMER FOCUS DATA COLLECTION SURVEYS

[  ] 3.1-CFT-S1 Customer Satisfaction Value (survey)

[  ] 3.1-CFT-A1 Customer Satisfaction Value Analysis (.xlsx)

[  ] 3.1-CFT-S2 Key Stakeholders Selection (survey)

[  ] 3.1-CFT-A2 Key Stakeholder Selection Analysis (.xlsx)

[  ] 3.1-CFT-S3 Voice of Customer (survey)

[  ] 3.1-CFT-A3 Voice of Customer Analysis (.xlsx)

[  ] 3.1-CFT-S4 Voice of Stakeholder (survey)

[  ] 3.1-CFT-A4 Voice of Stakeholder Analysis (.xlsx)

[  ] 3.1-CFT-D Product Service Requirements Specifications 

[  ] 3.1-CFT-D Product Service Offering Document

[  ] 3.2-CFT-S1 Customer/Prospects Prioritization (survey)

[  ] 3.2-CFT-A1 Customer/Prospects Prioritization Analysis (.xlsx)

[  ] 3.2a-CFT-S2 Opportunity Manager (survey)

[  ] 3.2a-CFT-A2 Opportunity_Manager Analysis (.xlsx)

[  ] 3.0-CFT-P Customer Excellence Strategy Plan (.xlsx)

 

[  ] 3.0-CFT-M Customer Excellence Results (.xlsx)

 

(ALL TEAMS) 4.1 AND 4.2 - MEASUREMENT, ANALYSIS, AND KNOWLEDGE MANAGEMENT

WORKFORCE FOCUS TEAM (WFT) - STANDARDS AND DECISION SUPPORT TOOLS

WORKFORCE STANDARDS 

                                              
5 WORKFORCE

5.1 Workforce Environment

[   ] 5.1 Workforce Environment

5.2 Workforce Engagement

[   ] 5.2a Workforce Engagement

[   ] 5.2b Workforce and Leader Development 

 

WORKFORCE RESULTS

                 

[   ] 7.3 Workforce Focused Results

WORKFORCE DECISION SUPPORT TOOLS

[  ] 5.1a-WFT-S1 Workforce Capability (survey)

[  ] 5.1a-WFT-S2 Workforce Capacity (survey)

[  ] 5.1a-WFT-A1 Workforce Capability Capacity Calculator (.xlsx)

[  ] 5.1b-WFT-S1 Voice of Workforce (survey)

[  ] 5.1b-WFT-A1 Voice of Workforce Analysis (.xlsx)

[  ] 5.2a-WFT-S1 Work Unit Performance (survey)

[  ] 5.2a-WFT-A1 Work Unit Performance Analysis (.xlsx)

[  ] 5.2a-WFT-S2 Workforce Engagement (survey)

[  ] 5.2a-WFT-A2 Workforce Engagement Analysis  (.xlsx)

[  ] 5.2b-WFT-S1 Training Effectiveness and Needs (survey)

[  ] 5.2b-WFT-A1 Training Effectiveness/Needs Analysis (.xlsx)

[  ] 5.2b-WFT-S2 Workforce/Leaders Learning/Dev. (survey)

[  ] 5.2b-WFT-A2 Workforce/Leaders Learn/Dev Analysis (.xlsx)

[  ] 5.0-WFT-P Workforce Excellence Strategy Plan (.xlsx)

[  ] 5.0-WFT-M Workforce Excellence Results (.xlsx)

OPERATIONS FOCUS TEAM (OFT) - STANDARDS AND DECISION SUPPORT TOOLS

OPERATIONS STANDARDS  

6 OPERATIONS

6.1 WORK PROCESSES 

      

[   ] 6.1a Product, Service, and Process Design         

[   ] 6.1b Process and Project Management

       

[   ] 6.1c Supplier and Supply Chain Management

[   ] 6.1d Innovation and Risk Management

6.2 - OPERATIONAL EFFECTIVENESS   

[   ] 6.2a Process Efficiency and Effectiveness

[   ] 6.2b Security and Cybersecurity

[   ] 6.2c Safety, Business Continuity, and Resilience

OPERATIONS RESULTS

[   ]  7.1 Product and Process Results

OPERATIONS DECISION SUPPORT TOOLS

 

[  ] 6.1a-OFT-A Process Designer (.xlsx)

[  ] Process Management Tools (example Office 365 FLOW)

[  ] OE21 Format for Standard Operation Procedures (S.O.P.)

[  ] Current Standard Operation Procedures (link to S.O.P..)

[  ] 6.1b-OFT-P Project Manager (.xlsx)

[  ] 6.1c-OFT-S1 Key Supplier/Partner Selection (survey)

[  ] 6.1c-OFT-A1 Key Supplier Selection Analysis (.xlsx)

[  ] 6.1c-OFT-S2 Key Supplier Performance (survey)

[  ] 6.1c-OFT-A2 Key Supplier Performance Analysis (.xlsx)

[  ] 6.1d-OFT-S1 OE21 INNOVATOR_Problems (survey)

[  ] 6.1d-OFT-A1 OE21 INNOVATOR_Problems Analysis(.xlsx)

[  ] 6.1d-OFT-S2 OE21 INNOVATOR_Causes (survey)

[  ] 6.1d-OFT-A2 OE21 INNOVATOR_Causes Analysis (.xlsx)

 

[  ] 6.1d-OFT-S3 OE21 INNOVATOR_Five Whys (survey)

[  ] 6.1d-OFT-A3 OE21 INNOVATOR_Five Whys Analysis (.xlsx)

[  ] 6.1d-OFT-S4 OE21 INNOVATOR_Solutions (survey)

[  ] 6.1d-OFT-S4 OE21 INNOVATOR_Solutions Analysis (.xlsx)

[  ] 6.1d-OFT-S5 OE21 INNOVATOR_Opportunities (survey)

[  ] 6.1d-OFT-A5 OE21 INNOVATOR_Opportunities Analysis (.xlsx)

[  ] 6.1d-OFT-S6 Risk Manager (survey)

[  ] 6.1d-OFT-A6 Risk Manager Analysis (.xlsx)

[  ] 6.2a-OFT-S1 SM Team Charter (survey)

[  ] 6.2a-OFT-S2 SM Data Log (survey)

[  ] 6.2a-OFT-S3 SM story (survey)

[  ] 6.2a-OFT-A Process Improvement Workbook (.xlsx)

[  ] 6.2b-OFT-S1 Cybersecurity (survey)

[  ] 6.2b-OFT-A1 Cybersecurity Analysis (.xlsx)

[  ] 6.2b-OFT-D1 Cybersecurity Framework (.pdf)

 

[  ] 6.2c.1-OFT-D1 Business Continuity Plan Guide (.pdf)

[  ] 6.2c.2-OFT-D2 Business Continuity Plan (.pdf)

[  ] 6.2c.3-OFT-D3 Business Impact Analysis Worksheet (.pdf)

[   ] 6.0-OFT-P OFT Operations Excellence Strategy Plan (.xlsx)

[   ] 6.0-OFT-M OFT Operations Excellence Results (.xlsx)

ABOUT THE STATUS BRACKETS [   ]

The brackets [  ] alongside the linked Standards, Surveys, and Sheets are used to display the progress of implementation. 

OE21 Standards: Insert [ 0% to 100% ] in the brackets alongside the Standard link, to indicate the cumulative percent that the Standard has been implemented. The percent value must be identical to the Milestone Percent value displayed inside the Standard's implementation instructions. As each group of implementation steps is accomplished, the percent completion grows from 0% to 100%.  

Surveys: Insert [ > ] In the brackets alongside the survey links, indicating that the survey has been launched, people have responded and data now exists within the survey. Note: All OE21 surveys reside in the Survey Methods system (see www.surveymethods.com). Your organization must subscribe to Survey Methods in order to receive your OE21 surveys and use the system to modify, launch, close, and export files from surveys. For more info see: Survey Process

Spreadsheets: Insert [ > ] in the brackets alongside the spreadsheet link, indicating that data has been input either manually or from a Survey export file and that data now exists into the sheet.