Performance Excellence Maturity Assessment Short Guidance Module

1. Performance Excellence Maturity Assessment Short Guidance Module Version BP 3.0

2. Purpose of Maturity Assessment Defines what Performance Excellence looks like for National Grid and the steps to get there – a common language Provides the ability to measure the ‘maturity’ of the team against a set of principles and to set a target to improve Defines the next steps the team should take Gap analysis of actual vs target Provides a basis of an improvement plan Measures where a team is on it’s journey to ‘Performance Excellence’ Innovative Solutions Engaged people Systematic Approach Performance Leadership

3. Key concept – levels of maturity Excellence • Collaborative and innovative culture • Benchmarked as world class • Process centric organisation • Self sustaining proactive improvement I share it Performance (Link to RIIO) Improve • Focus on waste elimination • Improvement aligned to LoS • Structured problem solving • Customer focus I improve it Control • Standard processes • Visual management • Performance review process • Go, look see problem solving I do it well Aware • KPIs cascaded through business • Clarity of role and expectations • Know your customer • Know your role in the E2E process I know what I need to do Practices (= 20% tools + 80% behaviours)

4. Structure - assessment Scoring based upon robustness of system and depth of engagement(see next slide) ‘Levels’ relate to maturity development against each category Must score over 80% to achieve level Must score over 80% to achieve level Principles are associated to 9 categories ‘Levels’ outline breadth of practices Each item is scored 0 to 4 The practices have been written from the perspective of a team which can be scaled across area, zone or department Practices tend (but not always) follow out from left to right e.g. as in ‘6. Customer’ Sometime a practice may not follow beyond, say Level 2 or a new practice may be introduced at say Level 3

5. Structure – detail of scoring (for Level 1 and 2) • Each item on the maturity assessment can be scored 0 to 4 • For Levels 1 and 2 a detailed criteria for giving a score has been defined Level 1 scoring Level 2 scoring

6. Structure – results Must score over 80% to achieve level Must score over 80% to achieve level % score for each level, allows gap analysis % score for each level, allows gap analysis Overall category level score 6

7. Feedback template Summarise the strengths and weaknesses from the notes taken from the assessment Change the graphs depending upon the level of the team – copy from the results tab Define key recommendations on what needs to be built on or improved. This should be incorporated into deployment of Performance Excellence

8. Approach • Interview a representative group from all levels/disciplines within the team • Although a self assessment can be carried out • Score the overall team, not the individuals/group • Use the template to feedback the results to the team • Include points to work on in the implementation plan • When carrying out the repeat maturity assessment repeat the process with the same people to see how far they have grown in maturity.

9. Exercise Working with a partner carry out an assessment on their department up to Level 2 Score each item Assess the results and fill out a feedback form Swap roles with your partner