PELORUS INTELLIGENCE AND TRAINING ACADEMY
STRATEGIC MANAGEMENT PROGRAM (SMP)
Implementation
Strategy Development
Pre Workshop
preparation
• Identify agency
needs for strategy
formulation and
KPI programs
• Identify scope of
work (phases),
programs and
agendas
• Review and
recompile existing
strategy direction
and objectives
(BSC format)
• Strategy
work plan
• Draft
strategy
• Formulate Strategy
Direction
•Understand And
Articulate Strategy
Establish
Strategic
Objectives –
Strategy Map
And Scorecard
• Establish strategic
• Establish strategy
issues and main concern
objectives for corporate
• Past performance
analysis - Market,
environment and
customer analysis
• Understand
organizational analysis internal and external
factors
• Review Agency structure
and function
• Articulate vision,
mission, core values,
strategic direction, CSF,
accountabilities and
deliverables
• Issues and main
concerns
• Strategic direction
• Agency
Transformation Plan
• Strategy Map- tell the
story of strategy
Establish
Performance
Measurement
-Staff
KRA/KPI
• Cascade
organization’s BSC
into department and
unit
• Scorecard – identify KPI • Cascade unit BSC to
all staff
for each strategic
objective
• Identify Unit’s KRI
• Develop initiatives for
and KPI (RI and PI)
strategic measures
• Establish strategy
objectives for
departments (SBU and
SSU)
• Identify CSF, KRI and
KPI for organization
• Agency
Strategy Map
• Agency
Balanced
scorecard
• Prepare staff BSC,
KRA and KPI
• Identify performance
rating for reward
systems
• Department/
Unit strategy
and BSC
• Staff KRA/
KPI
Manage and
Implement
Strategy
 Establish report
format and simple
system
 Data gathering for
performance data
collection
 Prepare
implementation and
communication plan
 How to carry out staff
quarterly Assessment
 Communicate result
to the KP, senior
management steam,
entire staff in the
organization
• Implementation
Plan
•Communication
Plan
• Report Format
Build
Managerial
Competency
And Skill
 Basic strategic
management and
KPI
 Team building using
“Kamarika”
approach
 Leadership skills
 Decision making
and problem solving
 Coaching and
mentoring
 Managing people
 Business
development
 Project
management
• Leadership
Competencies
and traits
2
S T R AT E G Y F O R M U L AT I O N – B E C O M E A L E A D I N G
O R G A N I Z AT I O N
Process
Activity
Output
Review
organization
status
SMP 201
Review existing
performance
and create
baseline
• Interview HOD/HOU
• Fact findings
• Review existing strategy
direction and objectives




Ist Draft organization strategy map
Situational analysis (SPIN)
Draft CSF and KRI
Strategic document based on the existing
information
Establish
strategic
direction
SMP 202
Review
/formulate
existing
Strategic
exercise
Information analysis:
•Internal / External
Analysis
•Customer Analysis
• Shareholders expectation
•Environmental Analysis




Revised Vision and mission statement
Identified long term targets
Established Key Strategies
Identify corporate critical success factors
(CSF)
Develop
strategic
linkages
SMP 203A
Strategy Map
Development
Exercise
•Customer Value
Proposition Analysis
•Objective-To-Objective
Analysis
•Result And Driver
Analysis
 identify Strategic Themes
 Established Corporate Strategy Map
 Linked Objective From One Perspective To
Another
Develop
corporate
strategy
matrix
SMP203B
Corporate
Balanced
Scorecard
Development
Exercise
•strategic Objective To
Measure Analysis
•identify Initiative and
Analysis
 Draft Corporate BSC.
 Identified Tracking Instrument
 Finalized corporate Initiatives
Translate
corporate
goals into
operational
outputs
SMP204
Cascading &
Alignment
Exercise
•Develop Department
strategy and Performance
Analysis
•Measure-To-Measure
Mapping
.Operating Unit Measures Are Linked To
Corporate Measures
.Finalized Corporate BSC
.Operating Unit Operation Action Plan (OAP)
Performance Result Linkages
Objective
P E R F O R M A N C E M E A S U R E M E N T ( K P I ) E X E R C I S E – C R E AT E
P R O D U C T I V E A N D I N N O V AT I V E S TA F F
Objective
Process
Activity
Output
To Relate unit Performance
Measure (KPI) To Corporate
Performance
SMP 205A
KPI Development
Exercise
Map unit BSC to department
and corporate
Prepare HOU BSC
 Identified Company-Wide KPIs
inclusive of units
 Established Individual KPIs And
Linked To Unit BSC
To establish individual
KRA/KPI
SMP 205A
KRA/KPI development
exercise
•KRA/ KPI Analysis
•Job Type Analysis
 Staff KRA and KPI
To finalise KRA/KPI Planning
Record
SMP 205B
Individual staff KPI
record
Each staff to prepare and
finalise his KPI form
Update PDP, initiatives
 Final KPI planning record
Develop report format and
basic system
SMP 207A
Performance measure
format
 Develop report format
 Data gathering
 Basic system using excel
 Report format
 Frequency of report
 Basic system
Strategy implementation plan
SMP 207B
Implementation plan
exercise
 Prepare master plan for
strategy activities
 Communication plan
 Update measure dictionary




Master plan
Communication
Measure dictionary Plan
Update OAP
S T R AT E G Y F O R M U L AT I O N A N D K R A / K P I T R A I N I N G A N D
C O N S U LT I N G M O D U L E S
Modules
(2 selection-either 2A or 2B)
1
2A
2B
3
4
Scope of
work
Deliverables
SMP 201
 Ist Draft organization strategy map
 Situational analysis (SPIN)
 Draft CSF
SMP 202
SMP 203A
SMP 203B
SMP 204A
SMP 205B
Agency strategy direction, KRI and CSF
Agency core strategy
Department/Unit strategy
Department /unit KRA/KPI
Staff final KPI
• Cascade strategy to department and unit
• Prepare HOD/HOU KPI
• Prepare staff KPI
SMP 202 &
SMP 203A
SMP 203B
SMP 204A
SMP 205B
Reviewed Agency strategy direction
Reviewed Agency strategy
Department/Unit strategy
Department /unit KRA/KPI
Staff final KPI
Post-workshop
 Establish report format and simple system
 Data gathering for performance data collection
 Implement strategy and KPI
SMP 207 A
SMP207A
SMP 207B
Simple system
Report format
Strategy Implementation Plan
Pre-workshop
Fact findings and data gatherings
Workshop A – complete cycle of strategy direction and KPI program
• Preparing agency strategic direction, KRI and CSF
• Prepare strategic objectives (BSC format), KPI and initiatives
• Cascade strategy to department and unit
• Prepare HOD/HOU KPI
• Prepare staff KPI
Workshop B – Rely on existing organization strategy and direction
• Review agency existing strategy direction and objectives
Advisory
• Quarterly/half yearly review on strategy
• Review assessment
• Review reporting and data gathering exercise
SMP 501
S TA N D A R D K R A A N D K P I T R A I N I N G A N D C O N S U LT I N G P R O G R A M S
F O R S T R AT E G I C F O R M U L AT I O N A N D K P I E X E R C I S E ( ‘ 1 / 2 )
Phase
Course and
topics
Module
PRE
WORKSHOP
Discuss on the
existing BSC and
KPI team and
scope of work
(GSMP 101 - day1)
• Scope of work and phases (total of 6-10 days)
workshop and 1 day documenting findings
• Interview on strategy and CSF – all HOD
• Discussion on org. structure and groupings
• Fact findings and data gatherings
• Review and recompile existing strategy direction
and objectives (BSC format)
1 day - KPI
team and
selected HOD
and natural
team
(once only)
• Approach to the
KPI program and
scope
• Existing strategy
(BSC format)
WORKSHOP
Phase 1A
Prepare agency
strategy
• Prepare Agency strategy direction
• Prepare agency Strategy objectives (BSC
format)
• Identify CSF, KRI and KPI for Agency
• Prepare Agency strategic map and BSC
2 days – KPI
Team, HOD/
HOU and
senior officers
and natural
team only
(once only)
• Agency strategic
direction
• Agency BSC
• Department
BSC
• Agency CSF, KRI
and KPI
• Review existing strategy (BSC format)
• Finalise Agency/Department Strategy objectives
and direction
• Identify CSF, KRI and KPI for Agency/Department
• Prepare Agency and Department strategic map
and BSC
1 day – KPI
Team, HOD/
HOU and
senior officers
and natural
team only
(once only)
• Agency strategic
direction
• Agency BSC
• Department BSC
• Agency CSF, KRI
and KPI
•
•
•
•
1 day – HOD/
HOU, senior
officers and
natural team
• Department BSC
• Unit BSC
(GSMP 202-203A day2-3)
WORKSHOP
Phase 1B
Review existing
strategy
(GSMP 202-203A day2-3)
WORKSHOP
Phase 2
Prepare
department
strategy and CSF
(GSMP 203B –day
4)
Cascade organization's strategy to units
Prepare department/unit strategy (BSC)
Prepare department /unit KRA, KRI and KPI
Prepare HOD/HOU KPI
Who /
Days
Deliverables
6
S TA N D A R D K R A A N D K P I T R A I N I N G A N D C O N S U LT I N G P R O G R A M
F O R S T R AT E G I C F O R M U L AT I O N A N D K P I E X E R C I S E ( ‘ 2 / 2 )
Phase
WORKSHOP
Phase 3
Course and
topics
Module
Who / Days
Unit and staff KPI
(GSMP 204A and 204B day 5-6)
• Update staff BSC and KRA
• Prepare staff KRA and KPImeasures and targets
• Finalise staff planning forms –
initiatives, PDP, weight age and
initiatives
2 days - HOD/HOU and
all officers Note: 2 units per session
(multiple sessions)
Deliverables
• Group / Staff
KRA
• Staff KPI
• Final staff KPI
forms
Presentation
To
Management
Presentation to
KP/KSU for acceptance
(GSMP 501 - Day 7 & 8)
• Documenting and finalising
Agency strategy and KPI
findings.
• Present phase 1 to 3 to KP and
senior managers for acceptance
1 day- KPI team and
selected HOD
1/2 day – KP and sr.
officers
(Once only)
• Strategic
document - BSC
and KPI
POST
WORKSHOP
Phase 4
Data gathering ,
Reporting and
formulate Simple
Reporting system
(GSMP 207 - Day 9)
• Technique of assessment
• KPI implementation and
monitoring
• Data gathering
• Report format
• Simple KPI system
1 day – KPI team, HOD,
HOU and selected
natural team
• Report format
for unit,
department and
Agency
• KPI dashboard
Advisory
Services
Follow up on Unit and
staff KPI
(GSMP 701)
• Assisting unit and its staff in
finalizing KPI forms and targets
½ -1 day per unit
(Frequency - as per
request)
Advisory
Services
Implementation and
monitoring of strategy,
reporting and review
assessment process
(GSMP701)
(Frequency - Once only)
Proposed in April, July
and October - during
quarterly assessment
exercise
(Optional)
7
FOR FURTHER INFORMATION
PLEASE CONTACT
PELORUS INTELLIGENCE AND TRAINING ACADEMY
KRA Consultancy Resources (001896782-P)
Razali Alwi – Principal Consultant. HP: +60196959611
Yahmin Tahor – Marketing Manager. HP: +60123239917
Address: No. 18-20, UNITEN Commercial Centre, 43009 Kajang,
Selangor Darul Ehsan, Malaysia
•
Fixed Line: : +603 8925 0023
• Fax: +603 8925 0024
Web: pelorus.com
Blog; blogpelorus3.wordspeed.com
Email: razalwi@yahoo.com
File: 000 KRA TRAINING AN OCNSULTANCY PROGRAM FOR GOVERNMENT PELORUS 2011