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HPI Balanced Scorecard—Performance by Clare Novak

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Step 9: Draft Operational Plan

Begin a draft version of your operational data gathering plan once you have completed Step 6—rather than waiting for the final version of the HPI score-card. Such action will reduce the time you need between final approval of the HPI scorecard and implementation of data gathering. A clear operational plan spells out data collection and reporting responsibilities so that once the HPI scorecard is approved, data collection can begin immediately. Your plan needs to identify the following:

  • what data to collect

  • how you plan to collect data

  • who will collect data

  • how often they will collect data

Team

Once the higher-level measurement plan has been drafted, assemble a team to determine how you will gather and report data. ...

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