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Performance Management Survey Results: Cycle 2 Implementation

This report presents the findings and analysis from a performance management survey conducted by Janice Rouiller, Laura Stouffer, and Amy Culbertson. It includes perceptions of the implementation of cycle 2, needs for cycle 3, organizational climate perceptions, and customer scorecard ratings.

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Performance Management Survey Results: Cycle 2 Implementation

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  1. Results from the Performance Management Survey By Janice Rouiller and Laura Stouffer, SAIC and Amy Culbertson, OQM* 1 April 2004 *Note: All data analyses were conducted by SAIC.

  2. Table of Contents • Purpose and Methodology………………………………………………………….3 • Respondent Information…………………………………………………………….6 • Perceptions of Cycle 2 PM Implementation……………………………….…….14 • Perceptions of Needs for Cycle 3…………………………………………………47 • Organizational Climate Perceptions………………………………………………63 • Customer Scorecard Ratings………………………………………………………83 • Summary of Comments..…………………………………………………………..96 • Summary………………………………………………..…………………………..102 • Appendix - Individual Comments from Survey…………………………………..107

  3. Purpose • Administer a customized version of the ORS Customer Scorecard to: • Gather feedback on past Performance Management (PM) implementation efforts • Collect needs assessment information to tailor the on-going implementation of PM • Gather data on the required Customer Scorecard dimensions • Collect organizational culture change information for the Evaluation Study

  4. Methodology • Administer the survey at the completion of the second cycle of Performance Management implementation on an organization-wide basis • Which occurred in January 2004 • Designed and tested web survey during February 2004 • Survey went “live” on 2 March 2004 • Email requests sent to all PM Team Leaders, Members, and additional senior ORS/ORF managers • First reminder email sent 8 March • Second reminder email sent 15 March • Closed survey field period 22 March • Data file sent to contractor for analysis

  5. Survey Distribution Number of email recipients 196 Number of respondents 70 Response Rate 36%

  6. Respondent Information

  7. Respondents by Role N =69 Number of Respondents Note: Multiple responses allowed. One respondent skipped this question.

  8. Respondents by Organization N = 69 Number of Respondents Note: One respondent skipped this question.

  9. Respondents by Program Area N = 68 Number of Respondents Note: Multiple responses allowed. Two respondents skipped this question.

  10. Experience with the PM Process N = 66 N = 65 N = 63 N = 65 N = 65 Percent “Yes”

  11. Approximately what percent of time did you spend on PM-related activities during Jan 03 - Jan 04? N = 69 Number of Respondents Percent of time Spent

  12. On average, how often did your PM team meet during the time period Jan 03 - Jan 04? N = 69 Number of Respondents How Often PM Team Met

  13. To what extent did your team members work between meetings to implement PM? N = 69 Mean = 6.17 Median = 6 To No Extent To a Great Extent

  14. Perceptions of Cycle 2 PM Implementation (January 2003 - January 2004)

  15. How helpful did you find the following in implementing PM? Not at all Helpful Extremely Helpful Mean Ratings

  16. How helpful did you find the following tools in implementing PM? N = 68 N = 67 N = 69 N = 67 N = 68 Not at all Helpful Extremely Helpful Mean Ratings

  17. How helpful did you find the following tools in implementing PM? Listings of the Services Hierarchy N = 68 Mean = 5.39 Median = 6 Not at all Helpful Extremely Helpful

  18. How helpful did you find the following tools in implementing PM? Performance Management Plan (PMP) Template N = 67 Mean = 6.91 Median = 8 Extremely Helpful Not at all Helpful

  19. How helpful did you find the following tools in implementing PM? Strategy Mapping N = 69 Mean = 6.28 Median = 7 Not at all Helpful Extremely Helpful

  20. How helpful did you find the following tools in implementing PM? Measures Roadmap Template N = 67 Mean = 5.82 Median = 7 Not at all Helpful Extremely Helpful

  21. How helpful did you find the following tools in implementing PM? PM Presentation Template for Conference N = 68 Mean = 6.94 Median = 8 Not at all Helpful Extremely Helpful

  22. How helpful did you find the following data analysis services in implementing PM? N = 67 N = 68 N = 68 N = 68 N = 67 Extremely Helpful Not at all Helpful Mean Ratings

  23. How helpful did you find the following data analysis services in implementing PM: Design of Data Collection Forms N = 67 Mean = 5.46 Median = 6 Not at all Helpful Extremely Helpful

  24. How helpful did you find the following data analysis services in implementing PM: Establishing Data Collection Methodologies N = 68 Mean = 5.97 Median = 7 Not at all Helpful Extremely Helpful

  25. How helpful did you find the following data analysis services in implementing PM: Graphing Data N = 68 Mean = 6.34 Median = 7 Not at all Helpful Extremely Helpful

  26. How helpful did you find the following data analysis services in implementing PM: Process Behavior Chart Analysis N = 68 Mean = 5.54 Median = 6 Not at all Helpful Extremely Helpful

  27. How helpful did you find the following data analysis services in implementing PM: ORS Customer Scorecards N = 67 Mean = 6.00 Median = 7 Not at all Helpful Extremely Helpful

  28. How helpful did you find the following communication vehicles in implementing PM? N = 68 N = 68 N = 68 Not at all Helpful Extremely Helpful Mean Ratings

  29. How helpful did you find the following communication vehicles in implementing PM: Performance Management Website N = 68 Mean = 5.26 Median = 5 Not at all Helpful Extremely Helpful

  30. How helpful did you find the following communication vehicles in implementing PM: PM Related Emails from OQM N = 68 Mean = 5.93 Median = 6 Not at all Helpful Extremely Helpful

  31. How helpful did you find the following communication vehicles in implementing PM: PM Conference N = 68 Mean = 5.03 Median = 5 Not at all Helpful Extremely Helpful

  32. How helpful did you find assistance from the following groups in implementing PM? N = 69 N = 69 N = 68 N = 68 Not at all Helpful Extremely Helpful Mean Ratings

  33. How helpful did you find assistance from the following groups in implementing PM? OQM Staff N = 69 Mean = 7.07 Median = 8 Not at all Helpful Extremely Helpful

  34. How helpful did you find assistance from the following groups in implementing PM? PM Consultants N = 69 Mean = 8.13 Median = 9 Not at all Helpful Extremely Helpful

  35. How helpful did you find assistance from the following groups in implementing PM? Other PM Teams N = 68 Mean = 4.17 Median = 4 Not at all Helpful Extremely Helpful

  36. How helpful did you find assistance from the following groups in implementing PM? Your Supervisor N = 68 Mean = 6.88 Median = 8 Not at all Helpful Extremely Helpful

  37. Associate Director Involvement in PM Mean Ratings N = 69 N = 62 To a Great Extent To no Extent N = 69 N = 63 Extremely Helpful Not at all Helpful

  38. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? N = 69 N = 69 N = 69 N = 69 N = 69 N = 69 N = 69 N = 68 To No Extent To a Great Extent Mean Ratings

  39. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Balanced Scorecard Approach to PM N = 69 Mean = 6.37 Median = 7 To No Extent To a Great Extent

  40. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Methods to Gather Data N = 69 Mean = 6.16 Median = 7 To No Extent To a Great Extent

  41. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Methods to Analyze Data N = 69 Mean = 6.22 Median = 7 To No Extent To a Great Extent

  42. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Presentation Preparation and Delivery N = 69 Mean = 6.02 Median = 7 To No Extent To a Great Extent

  43. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Working in a Team N = 69 Mean = 6.24 Median = 7 To No Extent To a Great Extent

  44. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Using Excel N = 69 Mean = 5.32 Median = 5 To No Extent To a Great Extent

  45. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Using PowerPoint N = 69 Mean = 5.27 Median = 6 To No Extent To a Great Extent

  46. To what extent has your knowledge/skills/abilities (KSAs) improved in the following areas during this PM cycle? Using Visio N = 68 Mean = 4.04 Median = 3 To No Extent To a Great Extent

  47. Perceptions of Needs for Cycle 3

  48. In planning for the next PM cycle, how helpful would each of the following be to your PM Team? Not at all Helpful Extremely Helpful Mean Ratings

  49. In planning for the next PM cycle, how helpful would each of the following tools/resources be to your PM Team? N = 69 N = 69 N = 69 N = 68 N = 68 N = 67 Not at all Helpful Extremely Helpful Mean Ratings

  50. In planning for the next PM cycle, how helpful would each of the following tools/resources be to your PM Team: PM Consultants Provided by OQM N = 69 Mean = 8.31 Median = 9 Not at all Helpful Extremely Helpful

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