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A Workshop in Metrics Development Presented to the 2006 CUPA Conference

A Workshop in Metrics Development Presented to the 2006 CUPA Conference. Winter 2006 by Ed Quevedo WSP Environmental North America. Discussion Overview. Discussion of Measures & Performance Why do we measure, how do we measure, what kind of improvements might we want?. Why do we measure?.

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A Workshop in Metrics Development Presented to the 2006 CUPA Conference

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  1. A Workshop in Metrics DevelopmentPresented to the 2006 CUPA Conference Winter 2006 by Ed Quevedo WSP Environmental North America

  2. Discussion Overview Discussion of Measures & Performance Why do we measure, how do we measure, what kind of improvements might we want?

  3. Why do we measure? • Well, why? • What are the most important things that you measure? • How good are the measures? • How often do you adjust those measures?

  4. Bringing Measures Home to A CUPA • What are the most important 5 things you measure in the CUPA now? • Why do you measure those? • What do those measures tell you? • Who uses these measures? • How do these measures help those who use them?

  5. Part 3: Diagnosing the Measuring and Performance Process

  6. Classical Errors • Focus on lagging measures • Focus on existing data • Failure to focus on incentives and bliss (what moves people) • Failure to use multi-dimensional measures

  7. A. Focus on lagging measures • GNP, budgeting, grades in school • Why do we do this? • Causes us to measure effect, not cause, and that just cannot be right

  8. Examples of lagging measures • NOVs • Health & safety measures • Measuring morale based on retention • Measuring budget efficiency based on working to budget

  9. B. Focus on existing data • If you’ve got it, measure it . . . • This is the most reliable way to find yourself with outdated, stale, irrelevant measures • A good metrics measure: The frequency with which you change or innovate your data streams and related measures based on the diagnostic

  10. Examples of measuring based on existing data • Measuring energy and water use based on bills • Measuring revenues based on receivables • Measuring economic development based on number of jobs

  11. C. Failure to focus on incentives and bliss (what moves people) • The example of health & safety measures • A good metrics measure: the number of times you ask yourself “what behavior will this metric incentivize?” • This leads us to measure based on quantities, not qualities • We measure effect, not cause • We measure failure, not success

  12. Examples of metrics discounting incentives • Health & Safety measures • Keeping time records • Measuring NOVs (at state or City (code enforcement) level • School grades

  13. Failure to use multi-dimensional measures • What measures will advance: • Environmental quality • Compliance performance • Collaboration of CUPAs and the regulated community • Support of the community for our work • So, how can I move myself and my key partners/collaborators forward together?

  14. The Story of Hiring at Suncor • See www.Suncor.com/sustainability

  15. Examples of missed collaborative measures opportunities • Whatever you look at for quality of life • Economic development measures • Environmental quality measures

  16. Failures Focus on lagging measures Focus on existing data Failure to focus on incentives and bliss (what moves people) Failure to use multi-dimensional measures Hallmarks Taking the long view Humility Saying no (recognizing limits) New institutions Active stakeholder process Measurably better choices Consider the Classical Failures and the Hallmarks of Sustainability Use these as guides/templates for checking all of your metrics

  17. Class Dismissed! You should be so lucky. . .

  18. Part 4: Metrics Exercise • Using the diagnostic tools, break into groups of no more than 4 • Table one key metric from each of the group • Deconstruct it using the diagnostic • Come up with at least one good metric in each area/dept. represented in the group

  19. Exercising your metrics skills • Select a rapporteur from the group • Consider your work carefully – be authentic – and put yourself in mind of actually using what you come up with • Remember the Groundrules for Success • Think about the Report back format, & Enjoy!!

  20. Part 5: Report Back From Exercise • 5 minutes each • What did you learn? • What is the worst metric you found in your group? • What is the most important discovery you made? • Will you actually use this technique?

  21. Leading measures of performance (Facility)

  22. Leading Measures of Performance (CUPA)

  23. Edward L. Quevedo WSP Environmental  261 Hamilton Avenue, Suite 425 Palo Alto, CA 94301 Mobile: +1 415 806 0355 Email:  edward.quevedo@wspgroup.com Tel: +1 650 326 7440 Fax:+1 650 326 7467 405 Fremont St.San Francisco, California 94103Tel:  +1 415 402 2207 Fax: +1 415 433 6730 And Offices throughout Europe, Africa, and Asia

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