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Operational Effectiveness
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Location: BlogsExoBlog (by John)Strategic Thinking    
Posted by: exocubic 3/15/2008 7:27 PM

Overview

Projects are started for various reasons, including the favorite "pet projects."  This article series focuses on what it really takes to ensure that the project accomplishes something - Operational Effectiveness!  Granted, the total scope of an effective operation is more than just the sum of the organization's projects, but we have to start somewhere and build to the end result.  By the way, the term "we" in the article is not assuming an actual project or consulting task, it just generalizes everything.  The first part of the series deals with getting the target clearly in sight and understanding the terms that apply to hitting the target.  Once we reach the end, we hope to have set clear guidelines on determining if a particular project is support our overall operational effectiveness.  Let's get started!

The Goal

The purpose of any project we undertake, whether it is building a website or launching a satellite, should have a driving goal (perhaps several).  Our goals should be the target we aim at, but far to often we get derailed by looking at Activities, Processes, or Tools that we need to achieve these goals and miss the mark.  Aiming at Tools first is one of the worst (and most common) mistakes we can make!  Our ultimate goal is Operational Effectiveness - in whatever we do we hope to make it effective, driving towards excellence!  We will talk more about setting goals later, but it is important to start with the fact that goals exist (wheter we acknowledge them or not) and that they may or may not be tied to our overall operations.  Ask these critical questions, "How does the Goal support our":
  • Vision - how does this goal tie to the ultimate big-picture?
  • Funding and Revenue - how does this goal support the bottom line?
  • Participation of Key Groups - how does this goal support our team (including Customers!)?
  • Metrics - how will you measure success(You cannot improve what you cannot measure!)?

The Activities

The Activities are the things we actually do (besides sitting around dreaming up goals).  Activities bring results (both good and bad).  We live and die by the work we perform, not by the dreams we dream - and at the end of the day results are all that really matter.  Activities include something as simple as "empty the trash" to as critical as "backup and restore the database" or as complex as "design a new system"!  Activities can be one-time, once in a while, or recurring. What you invest in solving the problem at hand is partly a reflection of this balance between importance and commonality. Something you do all the time is very expensive (over time) and a little optimization can go a long way in reducing the cost.  Likewise, any critical large task needs to be carefully planned.  Some things (like empty the trash) just need to be done and out of the way!  When looking at the activities, we begin to have a picture of how to build technology that supports our business - but keep in mind, if we focus on the activities without a driving goal, we can fix the wrong things!  Critical analysis for any activity includes the following:
  • Repeatability
  • Continuity
  • Sustainability
  • Adaptability
  • Communication

The Processes

Processes are those activities which have a high need for repeatability; the other aspects of task analysis are important, but if it is not repeatable then a process is only important if the task is truly critical - like sending someone to the moon!  Restated, tasks become processes when they must be highly repeatable and consistent or when they are critical in some significant way.  Processes are very important, even if only simple, for the tasks that make our organization run correctly.  The process paradigm has been greatly abused by the pure-process folks; if we make "process improvement" the goal, in and of itself, instead of making process improvement a means towards excellence in the real goals, we will cripple our performance instead of increasing it!  However, the other extreme is no better - a lack of process is properly called chaos!  Activities may be correct each time we do them, but only because the process is in the mind of the person performing the action; switch them with a rookie and disaster is bound to strike!  So whether formal or informal, processes must be evaluated in order to achieve our goals.
  • Are the processes supporting the right outcome?
  • Is there a "natural process", one that should come out if 100 people performed the same task in complete isolation?
  • Can you measure the result?
  • Is the process a prime candidate for improvement before moving on?
  • Does the process need to be formal, or can it be passed on informally and still be effective (a great example of this is answering the phone & logging the call).
  • Does the team buy-in to the process (or does it suck)?
  • Are there new ideas which have not been included - is the process truly a reflection of the adaptability required by the activity it supports?

The Tools

Tools should be the last thing we think about when we are building technology.  You can clearly see the rub here with most technology companies and the way they promote their products.  In most marketing the TOOL is the SOLUTION. WRONG! Not just a little wrong, but w-a-y off the mark.  Our target should be a set of goals, then the activities required to support those goals, then the processes that support those activities, then the tools that support those processes.  Instead we re-write our processes to support the new tools.  Until the tools get upgraded, however, and we have to scrap our processes and start over.  I think the expression is something like "the tail wagging the dog."  Tools are great and very often (if you go about it correctly) the results of building processes that are common in any given industry can be simple when using a tool that supports such a common process (for instance, setting up email accounts) - the tool itself can actually improve some things.  But if we loose sight of the goal, then even the best tools end up driving the whole show and we begin to drift off.  Cost overruns. Late projects.  Poor requirements. Team strife.  They all result from this myopic near-sighted view that the tool is really the solution.  But solutions are about problems (or, if you prefer, objectives) and unless we have properly analyzed the problem, how can you select or build the right tools?
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