Senior Leadership Training Sample Huddle Boards October 17

Senior Leadership Training Sample Huddle Boards October 17, 2018

Note: Red text are examples of KPIs linked to corporate goal. Huddle board will highlight KPIs/goals not meeting performance targets. Ted: Executive Office Huddle Board (V 3. 10/15/18) Employee Satisfaction Corporate Goals/KPIs Overall emp. satisfaction ▪ % Timely travel approvals Employee engagement ▪ % Training participation ≥ 2 Welless activities ▪ Ave. participation rate EE survey response ▪ % EE action plans completed (qtr) Activities Emp. engagemt ▪ Activity 1 ▪ Activity 2 Customer Satisfaction Corporate Goals/KPIs External customer sat. ▪ % Timely deliverables Collaborator satisfaction ▪ % Timely responses Renewal of core contracts ▪ % Renewals/bids (qtr) Actions to improve satisfaction ▪ % Satisfaction on timeliness of responses Activities Clients ▪ Activity 1 ▪ Activity 2 Contract Collaborators ▪ Activity 1 ▪ Activity 2 Customers ▪ Activity 1 ▪ Activity 2 2019 Corporate Goals attached to board KPI Dashboard Results (by Goal) attached to board Operational Excellence Growth & Stability Corporate Goals/KPIs Annual Board Assessment Contract Performance ▪ Average % of completed deliverables (across contracts) % KPIs ≥ target goal ▪ % KPIs ≥ goal (month/qtr) % Staff participating huddles ▪ % Staff engaged huddles (qtr) Organization-wide IT solution ▪ Roaming access shared drives Activities KPIs ≤ goals ▪ Activity 1 ▪ Activity 2 Staff Huddles ▪ Activity 1 ▪ Activity 2 Corporate Goals/KPIs Revenue Growth ▪ # New contracts (qtr) CAS Approved Rates Largest contract % revenue ▪ % New contract clients Proposal value ▪ Current prop sub. value Reserve growth ▪ % of growth target Activities Rev Growth ▪ Activity 1 ▪ Activity 2 Proposal Value ▪ Activity 1 ▪ Activity 2 Priorities (Oct) ▪ Lean training: 10/17 -18 ▪ HCP LAN: 10/22 ▪ Town Hall 10/23 ▪ Collaborator survey results ▪ Board meeting ▪ Q 3 financial report questions/responses ▪ Corporate IT transition plan ▪ Status of departmental Gemba walks ▪ Holiday schedules

Sue Caponi

Rich: Information Systems Huddle Board People/Resources Contact Information /Work Schedule Planned leave time/assignments Other deadlines Training/Education/Meetings Skill Port Webinars/etc Employee engagement feedback Corporate Goal - Performance Operational Efficiency Downtime Quarterly Programming workload Financial Performance Customer Value: Tech support Customer Value: Contract Recoupment Customer Value: HCQIS 11 th SOW Information Systems Attachment J Deliverables IS Annual Goals and/or Corporate Goal Reference Continuous Improvement Outstanding Tech Items Lake Success Albany Other Average Time Ticket pickup & Survey Planning Time. Line Value Savings Operational Efficiencies Contract Renegotiations Process Improvements Clients/Collaborator Survey Results 10/15/18

Eddie: Strategic Planning Huddle Board (Proposed) People/Resources (Updates) Performance Priorities Updates on key information, as appropriate • • Training/education Upcoming conferences/ext. meetings Key deadlines (e. g. proposals, surveys) Human capital priority areas (EE foci) Idea Cards (Action/Parking Lot) attached to board Continuous Improvement Priority actions to address performance gaps KPI Performance Gaps Targeted Department Goals (rolling averages over past 12 mos. ) Value of proposals Proposal win rate % KPIs meeting or exceeding target goal Corporate Goals Current performance attached to board Kanban Cards (Program-specific) attached to board – Improvement actions this week/month ▪ Status of Inter-disciplinary huddles Draft 10/11/18

Patricia Gagliano

Patti Weinberg