The Strategic Objectives Process

1. The Strategic Objectives Process ASQ Worcester – 3/20/14 Section Meeting Anthony Venuto CQM, CQA, CQIA Sr. Director, Corporate QA QinetiQ North America

2. Presentation Outline • Presentation Synopsis • Purpose of Setting Annual Objectives • The QMS Requirements • Keys for Success • Quality Adding Value to the Process • Guidelines and Best Practices • QA Tools • Examples

3. Presentation Synopsis • This presentation will focus on the process of defining value add objectives that drive business performance.  • Developing objectives must be done as a fully integrated effort with annual business objectives.  • This involves a global and strategic approach with top management and includes business leads and functional support departments to ensure alignment with the company’s mission, vision, quality policy and strategic business plans.  • QA, business management tools and methods also play a key part in defining objectives

4. Purpose of Setting Annual Objectives • Is to establish objectives (or initiatives) that support and align with the top level business objectives/strategy and improve operational performance (revenue, profit), effectiveness and efficiency (e.g. customer satisfaction, processes, systems, personnel).

5. Purpose of Setting Annual Objectives • To achieve the strategic Mission of the company!! • Mission: Defines the fundamental Purpose of the Organization • Vision: outlines what the organization wants to be • Annual Objectives: the annual tactical plans to achieve the vision….the “WHAT”,“HOW”, “WHO”!!!

6. Purpose of Setting Annual Objectives • Good Business Practices • QMS Requirement • $$$$

7. QMS Requirement for Objectives • 5.1 Management Commitment: Top Management shall provide evidence of its commitment to the development and implementation of the quality management system and continually improving its effectiveness by • Establishing the Quality Policy • Ensuring that quality objectives are established

8. QMS Requirement for Objectives • 5.4.1 Planning-Quality Objectives • Top Management shall ensure that quality objectives, including those needed to meet requirements for product (see 7.1a), are established at relevant functions and levels within the organization. The quality objectives shall be measurable and consistent with the quality policy

9. Keys for Success • Team effort: cross functional approach • Organization alignment • Focus on business objectives and improvement • NOT on Quality

10. Keys for Success • Develop a clear and concise documentation format • Communication methods • Tracking Mechanism

11. QA Adding Value • Opportunity for the QA Professional to lead up an important task • Facilitating and coordinating skills • Utilizing the QA Tool Box • Utilizing the Process Approach…and it is all a process

12. QA Adding Value…the process approach

13. Guidelines and Best Practices • Objectives that provide Value to the organization • Objectives to move toward the Vision • Promotes alignment with/to lower level support function departments • Clearly communicated and tracked

14. Guidelines and Best Practices • Accountability & Responsibility set by the Top Management Team • Continuous Improvement of Key business/QMS Processes • SMART: Specific, Measureable, Attainable, Realistic, Time-bound

15. QA Tools • Brainstorming • Affinity Diagram • Flowcharting • Tree Diagram • SIPOC • SWOT Analysis • Hoshin Planning • With integration of personnel performance review objectives

16. Examples • Of the output • Tools • Communication methods

17. Examples • Visio Objectives Tree Diagram • Excel Objectives Workbook • Excel Objectives Planning and Tracking Workbook

18. Summary • Opportunity for QA to add value in the organization in a leadership role • Utilize the QA Tool Box • Emphasize the Process Approach