Category: Methodologies

  • Example of a Balanced Scorecard for a Healthcare Organization

    Example of a Balanced Scorecard for a Healthcare Organization

    The balanced scorecard (BSC) is a management tool that lets you move beyond backward-looking financial-only metrics to a more holistic view of your business from four different perspectives. The four BSC perspectives can be arranged in different formats. The most common is a vertical linear progression upward from learning and growth at the bottom, to…

  • Use a Strategy Map to Show How Value is Created in a Health Clinic

    Use a Strategy Map to Show How Value is Created in a Health Clinic

    Now we’re getting into the fun stuff. In part one of this series I had an overview of a few different management methodologies. In part two I introduced the balanced scorecard for healthcare. Now we are going to turn that balanced scorecard into a strategy map. The balanced scorecard I showed you was not very focused, and this was…

  • A Nine-Step Process Map to Supercharge Your Strategic Communications

    A Nine-Step Process Map to Supercharge Your Strategic Communications

    Process maps are a powerful enabler of quality. They bring standardization, transparency, and accountability to the activities used to create value for your organization. Process maps sit between higher-level strategy maps and more detailed checklists. Process maps and checklists combined allow you to automate workflow using tools like Process Street. So how about a process map for your…

  • Too Many Projects to Manage? Use a Portfolio Dashboard.

    Too Many Projects to Manage? Use a Portfolio Dashboard.

    In a recent post we showed you how to tame project chaos with a checklist, built in the free Google Sheets spreadsheet app. What if you need a more global view of all your projects at once, to be able to tell at a glance which projects are on time and on target? What you’re…

  • Tame Project Chaos with a Super-Powered Checklist

    Tame Project Chaos with a Super-Powered Checklist

    You’ve created a strategy map and balanced scorecard, and developed process maps for major objectives like strategic communications and events. Process maps show the flow of major activities, but now you want to standardize the detailed tasks involved so you have a tool to teach and improve your work. Enter the checklist. Checklists may seem…

  • A Strategy Map and Balanced Scorecard for Public Policy Advocacy

    A Strategy Map and Balanced Scorecard for Public Policy Advocacy

    If you’ve read my five-part series on management methodologies you know that strategy maps and balanced scorecards are two sides of the same methodological coin. Both look at business objectives and metrics across the same four perspectives, with associated objectives and metrics. Here is a generic strategy map based on some real-world maps I have developed over…

  • Procedure Checklists and Workflow Automation

    Procedure Checklists and Workflow Automation

    You made it! Here in the final installment of our five-part series on management methodologies we look at the micro level: taking the process map we developed from our balanced scorecard and strategy map, and detailing the tasks required to complete each step in each activity in a procedures checklist. A procedures checklist allows us to organize and prioritize specific tasks,…

  • A Process Map for the Employee Journey

    A Process Map for the Employee Journey

    What’s that you say? You’re done with all your macro management methodologies? Well congratulations, you’re ready to move away from the “big picture” view and start getting operational. We call this the meso level; it’s between macro and micro, and yes, I had to look that term up. It tracks with the Do part of PDCA…

  • Management Methodologies: Macro, Meso, and Micro

    Management Methodologies: Macro, Meso, and Micro

    OK, that is a lot of M words! Alliteral attraction aside, management methodologies can be extremely helpful in running an organization. Methodologies give you a community of best practices to learn from, processes to improve, and a way of doing things that can be taught. Methodologies can be deployed along the continuum of business operations,…