美国能源部平衡计分卡导向管理培训手册英文

1、美国能源部平衡计分卡导向管理培训手册英文Balanced Scorecard MethodologyThe BSC utilizes Department-wide measures plus individually tailored local measures to achieve the Procurement Executives strategic goalsResults of BSC measurements provide decisionmakers with critical information on: (1) the efficiency with which re

2、sources are transformed into goods and services; and (2) the effectiveness of organizational activities and operations in terms of their specific contributions to strategic objectives The BSC is a key part of the Procurement Executives performance plan, and is a critical element in ME-60s SES perfor

3、mance assessmentsIn FY 2003, ME-60 continues to assign accountability to individual staff by flowing down the BSC to individuals and teams.2 MISSIONTo provide acquisition and assistance services tosupport accomplishment of the Departmentsprogrammatic goals and objectives. STRATEGYTo change the prese

4、nt systems culture, managementsystems, and line processes consistent with theprinciples of Quality Management, in order to establish and maintain: a customer focus, a sense ofurgency, continuous and breakthrough processimprovement, and an emphasis on results. VISIONTo deliver on a timely basis the b

5、est value productor service to our customers while maintainingthe publics trust and fulfilling public policy objectives.DOE Procurement System3Strategic Approach4 FINANCIALTo Succeed Financially, HowDo We Contribute to theBottom Line?MISSIONVISIONSTRATEGY LEARNING AND GROWTHTo Achieve Our Vision, Ho

6、w Will We Sustain Our Ability To Change And Improve? INTERNAL BUSINESS PROCESSESTo Satisfy Our Stakeholdersand Customers, What Business Processes Must We Excel At?Balanced Scorecard Strategic Perspectives5 LEARNING AND GROWTH- Access to Strategic Information- Employee Satisfaction- Organization Stru

7、ctured for Continuous Improvement- Quality Workforce FINANCIAL- Optimum Cost Efficiency of Purchasing Operations; Cost Reasonableness of ActionsMISSIONVISIONSTRATEGY CUSTOMER- Customer Satisfaction- Effective Service/Partnership INTERNAL BUSINESS PROCESSES- Acquisition Excellence- Most Effective Use

8、 of Contracting Approaches- Use of Electronic Commerce- Performance-Based Service Contracts- Use of Competition- Streamlined Processes- Reduction in Overage Instruments- On-Time Delivery- Supplier Satisfaction- SocioeconomicsBalanced ScorecardPERSPECTIVES AND OBJECTIVES6Balanced ScorecardPerformance

9、 Measures, Performance Targets, & Management Initiatives7BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Customer Satisfaction Data Source: Custom

10、er Survey Timeliness: Extent of customer satisfaction with timeliness of procurement processing, planning activities, and on-going communications. 85% for FY02; will not measure in FY01 and FY03 Update Policy information in E-Knowledge Management system ME-61 RLangston 2nd Qtr Assess management of P

11、ALT to improve customer service ME-64 CAshline 4th Qtr Issue concept paper on Procurement organization of the future ME-60 SMournighan 2nd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan P

12、EC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement8BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Customer Satis

13、faction Data Source: Customer Survey Quality: Extent of customer satisfaction with the quality of goods and services delivered. 90% for FY02; will not measure in FY01 and FY03 Update 3 Customer Service Brochures and provide electronic access ME-61 RLangston/ SZvolensky 2nd Qtr Produce outreach video

14、 (DVD/Web) on doing business with DOE ME-64 JWebber 2nd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procure

15、ment9BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Effective Service/ Partnership Data Source: Customer Survey Extent of customer satisfaction with

16、the responsiveness, cooperation, and level of communication with the procurement office. 88% for FY02; will not measure in FY01 and FY03 Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFP

17、P Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement10BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Effective Service/

18、Partnership Data Source: Written Customer Surveys; Focus Groups; Interviews External customer satisfaction: Extent to which external customers are satisfied with specific personal property products and services. 80% (or equivalent index value) customer satisfaction rating Internal customer satisfact

19、ion: Extent to which internal customers are satisfied with specific personal property products and services. 80% (or equivalent index value) customer satisfaction rating Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Wor

20、kforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Property11BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Office

21、r Due Date Value Added Service/Partnership Data Source: Customer Surveys; Focus Groups; Random Sample, Contract 5-Year Work Plans; Human Capital Development Plans and Human Capital Strategies External customer satisfaction: Extent that external customers are satisfied with specific CHRM services and

22、 deliverables; i.e., policy implementation, contribution to acquisition and human capital development strategies, contract/advance understanding development/negotiation, contract administration activities, and cooperation and level of communication. 80% customer satisfaction rating 80% of services/d

23、eliver-ables meet external customers quality expectations in terms of timeliness, quality and partnership Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measure

24、s FMFIA Contract Management Milestones Contractor Human Resource Management12BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Value Added Service/Partn

25、ership Data Source: Customer Surveys; Focus Groups; Random Sample, Contract 5-Year Work Plans; Human Capital Development Plans and Human Capital Strategies Acquisition (contract administration) personnel and resources responsible for oversight of contractor compensation, benefits, pensions, and work

26、ers compensation ensure that any reimbursable contractor programs are aligned with Program Office/Contract 5-Year Work Plans/Contractor Human Capital Strategies Ref source document Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidan

27、ce 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Contractor Human Resource Management13BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTAR

28、GET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and perform

29、ance, contract administration, and subcontractor oversight. 85% No sustained protests Implement recommendations from 970 follow-on review ME-61 MFischetti 3rd Qtr Publish CPOF final rulemaking ME-61 MRighi 3rd Qtr Publish Value Engineering Acquisition Letter (Follow-on) ME-61 MRighi 2nd Qtr Presiden

30、tial Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement14BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AN

31、D MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particula

32、rly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) Publish final rule on contractor affiliates ME-61 RWebb 2nd Qtr Publish proposed rulemaking for Office of Indepe

33、ndent Oversight and Assessment (DOE Order 470.2) ME-61 MFischetti 4th Qtr Publish final rule on clauses to replace CRDs (DOE Orders 350 and 481.1) ME-61 RLangston 4th Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Wo

34、rkforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement15BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project

35、Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and

36、subcontractor oversight. (Contd) 85% No sustained protests (Contd) Issue/update 4 Acquisition Guide Chapters - Procurement Responsibilities Under Directives - Procurement Integrity - Intercontractor Purchases - M&O Commercial Purchasing Practices ME-61 MRighi SZvolensky RWebb RWebb 4th Qtr 2nd Q

37、tr 3rd Qtr 3rd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement16BALANCED SCORECARDPERFORMANCE MEASU

38、RES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control syste

39、ms are effective, particularly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) Provide business acquisition planning support and HQ clearance for a minimum of 15 ma

40、jor acquisitions - Lawrence Berkeley National Laboratory extend/compete - MOX Fuel “options” 1.b. and 1.c - Pacific Northwest National Laboratory extend/compete ME-62 LStrand DLeotta LStrand 2nd Qtr 4th Qtr 2nd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressio

41、nal Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement17BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERA

42、TIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection an

43、d performance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) (Contd) - National Renewable Energy Laboratory Option Exercise - Mound Competition - Yucca Mountain incentive reconfiguration - Mound Termination - Idaho National Environmental/ Engineering

44、 Laboratory - Sandia National Laboratory extend/compete - U233 D&D competition - Brookhaven National Laboratory option exercise - Bettis Atomic Power Laboratory option exercise - Hanford Site Occupational Health Services - Fast Flux Test Facility D&D - Portsmith/Paducah Environmental Managem

45、ent ME-62 BSchreiber RLeotta DLeotta RLeotta TBrown RLeotta TBrown DLeotta WEvelhoch BSchreiber LStrand TBrown 4th Qtr 1st Qtr 2nd Qtr 1st Qtr 4th Qtr 4th Qtr 2nd Qtr 2nd Qtr 4th Qtr 4th Qtr 4th Qtr 4th Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budg

46、et FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement18BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTA

47、RGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and perfor

48、mance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) Issue direction on competition and commercial product advocacy ME-62 ESimpson 1st Qtr Develop and publish Acquisition Plan development guidance as supplement to Acquisition Guide Chapter on Acquisi

49、tion Planning ME-62 TBrown 1st Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement19BALANCED SCORECARDP

50、ERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quali

51、ty control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) Conform M&O model contract/solicitation to SC/NNSA initiatives ME

52、-62 BSchreiber 2nd Qtr Present Module 2 Prototype Workshop for M&O contracts ME-62 IBrown 3rd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FM

53、FIA Contract Management Milestones Procurement20BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source: Managers

54、Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and subcontractor oversight. (Contd) 85% No sustained protests (Contd) Re

55、view/update Defense Priorities and Allocation System directive ME-62 JTower 3rd Qtr Revise Work for Others Directive consistent with Order Review Project direction ME-62 SGeary 2nd Qtr Revise M&O employees at HQ Directive consistent with Order Review Project direction ME-62 SGeary 2nd Qtr Prepar

56、e and submit Congressionally mandated report to Congress on use of support service contractor employees at HQ ME-62 SGeary 2nd Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt

57、-wide Performance Measures FMFIA Contract Management Milestones Procurement21BALANCED SCORECARDPERFORMANCE MEASURES, PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Exce

58、llence Data Source: Managers Self-Assessment Survey; Protest Data Extent to which internal quality control systems are effective, particularly with respect to compliance with laws and regulations, vendor selection and performance, contract administration, and subcontractor oversight. (Contd) 85% No

59、sustained protests (Contd) Prepare and submit Congressionally mandated report to Congress on use of M&O contractor employees at HQ ME-62 SGeary 2nd Qtr Establish the Carlsbad Field Office HCA ME-62 IBrown 4th Qtr Issue Business Clearance Review Standards ME-62 DLeotta 2nd Qtr Revise DOE 541.1A,

60、Appointment of Contracting Officers and Contractor Officer Representatives ME-65 CYee 4th Qtr Presidential Management Initiatives SES Performance Plan (RHopf) FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Pr