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The Performance Management Revolution by Dresner, Howard,  

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Chapter 11. Determine Your Immediate Priorities

With the planning and foundational work behind you, the first activity in a performance management revolution is determining what your first EPM project will be. The following assessment questions may be helpful in making that decision.

Table . 11-1: Overall EPM Assessment

Question

Your Evaluation

How does your organization currently address performance management?

 

What tools or applications are currently used?

  • ERP System

  • Point Applications

  • Integrated EPM Suite

  • BI Tools

  • Spreadsheets

  • Custom Tools

 

Table . 11-1: Goal Setting

Question

Your Evaluation

How does your organization currently set and communicate corporate strategies and goals across the enterprise?

 

What tools or applications are currently used?

  • ERP System

  • Point Applications

  • Integrated EPM Suite

  • BI Tools

  • Spreadsheets

  • Custom Tools

 

Table . 11-1: General Planning

Question

Your Evaluation

How satisfied are you with your current solution?

 

How long has it been in use?

 

Rate the efficiency of your current budgeting and planning process.

 

Do you have a centralized or decentralized planning process?

 

Can your plans and forecasts reflect changing business conditions quickly and effectively?

 

What could be changed about the current process to make it more efficient?

 

Table . 11-1: Reporting and Variance Analysis

Question

Your Evaluation

How happy are you with your ability to report on your plans/budgets?

 

Can you easily look at variances for multiple years?

 

Do you budget at a higher or lower detail than you ...

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