Performance Improvement Benchmarking Survey 2006 
  1. How Are You Addressing Performance Management?
Over the next 12 months, through webcasts, articles, white papers and case studies, BetterManagement will focus on helping you break through performance management barriers.

To help us, we ask you to complete this Performance Improvement survey so that we can gauge your level of Performance Management maturity and understand the obstacles you face. From this information, we will work to provide you with the knowledge to help you maximize the performance of your organization.

This survey will take approximately 10 minutes to complete. There are 16 questions covering how you and your organization are addressing your Performance Management issues today.

We will send you a white paper discussing the survey results if you'd like--simply provide your name and email address upon completing this survey. Thank you.
  
1. What is the scope of the current Performance Management initiative within your organization?
Within one department
Within multiple departments, but not aligned
Within multiple departments that are aligned
Enterprisewide
  
2. Which departments are involved in managing performance?
    Driving the Performance Management effort Very involved Somewhat involved Little involvement Not involved Don't know or not applicable
Finance
Marketing
IT
Sales
Operations
HR
Customer Service
  2. Performance Management Activities
Which performance activities are you doing today in any area of your organization? Please select all that apply.
  
3. Phase 1: Performance reporting
    Yes No
Summarized reporting of financial and performance information on department level
Consolidation of financials (by geo, division, product line, etc)
Integrated data from ERP, General Ledger systems, or similar systems
Data cleansed, rationalized
  
4. Phase 2: Performance management
    Yes No
Dashboard, drill down reporting
Key Performance Indicators tracked
Performance measured against goals
Strategy mapping
Methodology adopted such as Balanced Scorecard, Six Sigma, or Baldrige
Ability to see cause and effect impacts (non-hierarchical, based on business rules)
Financial and operational strategy alignment across the organization
Resource alignment
Capital expenditures management
  
5. Phase 3: Performance improvement
    Yes No
Identification, quantification, and prioritization of improvement opportunities
Decision-making based on understanding of which measures drive the business
Forecasting, optimization, simulation, and/or correlation analysis to predict the future state of operations
Decision-making based on understanding of why problems occurred and which decision will best support the strategy
Threat/risk mitigation
Measurement of customer profitability
Decision-making that improves competitive advantage, revenue growth
  Performance Improvement Benchmarking Survey 2006 
  3. Performance Improvement Obstacles/Benefits
  
6. Which are your organizationís top three CULTURAL obstacles to performance improvement? (check up to THREE responses)
Poorly defined strategy
Culture resists performance measurement efforts
No executive champion
Departments donít share information / collaborate
Lack of buy-in from bottom-up
Little accountability
Insufficient communication of strategy
Lack of corporate alignment
Ineffective strategy execution
Other (please specify)
 
  
7. What are your organizationís top three TECHNOLOGY obstacles to performance improvement? (check up to THREE responses)
Insufficient information
Inaccurate information
Lack of integration between systems from single vendor
Lack of integration between systems from multiple vendors
Cost of technology
Access to information
Scorecard/Dashboard doesnít leverage any business intelligence
Ease of use
BI installation difficulty
No role-based view of information
Other (please specify)
 
  
8. How important are these BENEFITS to your Performance Management success?
    Not important Somewhat important Very important
Financial transparency
Compliance/governance
Strategic and cross-departmental alignment, collaboration and accountability
Agility--ability to quickly adapt to market changes
Competitive advantage
Revenue growth
Innovation
Improved ability to respond to market threats or risks
Resource alignment and optimization
Budgeting and planning process aligned with strategy
  
9. Which benefits have you realized or plan to realize within the next 12 months?
    Not realized Somewhat realized Mostly/fully realized
Financial transparency
Compliance/governance
Strategic and cross-departmental alignment, collaboration and accountability
Agility--ability to quickly adapt to market changes
Competitive advantage
Revenue growth
Innovation
Improved ability to respond to market threats or risks
Resource alignment and optimization
Budgeting and planning process aligned with strategy
  4. Performance Management Maturity
  
10. What stage are you at for each of the following technologies?
    Implemented Plan to implement within 12 months Plan to implement beyond 12 months No plans to implement Don't know
OLAP, Query and Reporting
Consolidation, Reporting, Budgeting, Planning
Predictive Analytics: Forecasting, Operations Research
Data Mining, Correlation Analysis
Dashboards/Scorecards
Strategy Map
Activity-Based Management, Activity-Based Budgeting
IT Performance Management
Human Resource Management/Workforce Analytics
Analytical CRM, Marketing Performance Management
Supply Chain Analytics
Risk Management
  
11. Select the highest level of management that sponsors your Performance Management efforts.
C-level (CEO, CFO, CMO, etc.)
Senior Vice President/Vice President
Senior Director/ Director
Senior Manager
Manager
  
12. What is your functional area?
Finance
Marketing
IT
Sales
Operations
Human Resources
Customer Service
Other (please specify)
 
  
13. What is your level within the organization?
C-level (CEO, CFO, CMO, etc.)
Senior Vice President/Vice President
Senior Director/ Director
Senior Manager
Manager
Individual contributor (non-managerial)
Other (please specify)
 
  
14. What is your company's annual revenue?
<$100M
$100-499M
$500-999M
$1-9.9B
>$10B
  5. Software
Which vendors are you currently using anywhere in your organization? Please check all that apply.
  
15. Performance Management vendors:
Business Objects
Cartesis
Cognos
Geac
Hyperion
Outlooksoft
SAS
Donít know
Other (please specify)
 
  
16. Business Intelligence vendors:
Business Objects
Cognos
Hyperion
Information Builders
Oracle
SAS
Don't know
Other (please specify)
 
  6. Thank you for participating
Thank you for participating in our survey. If you'd like to receive a white paper discussing the results of this survey, please provide your name and email address.

 

You can find out more on Performance Management in our free Learning Series Breaking Through the Barriers to Performance Improvement.
  
17. Name:
  
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