Group Exercise Worksheet

For

Organization Diagnosis

&

Problem-Solving & Decision-Making

Shinichiro Kawaguchi, Ph.D.

Organization Level Survey-1 : Mission.Vision and Goals/Objectives

1.Vision & Value

2.Mission

3.Business Goals/Objectives (long/Medium term business plan)

4.Business Goals/Objectives (Short term business plan)

Organization Level Survey2 : SWOT Analysis

1.Strong points

2.Weak points

3.Opportunity

4.Threat

Organization Level Survey3 : NEEDS Analysis

1.Present/Actual Needs

2.Present/Potential Needs

3.Future/Actual Needs

4.Future/Potential Needs

Input Input

&&

OutputOutput

Conversion ProcessConversion Process

FeedbackFeedback

Relation Map

InternalInternal

　　　 Clients/Market

　 External Organization

ExternalExternal

Organization Level Survey-4 : Relation Map

Process which

Influence the Gap

Organizational

Improvement

Action

Cause of Gap

Impact of

Gap

GapActual

Performance

Desired

Performance

Organization Goals/

Objectives

Business Goals/Objective:Business Unit :

Organization Level Survey-5 : Organization Analysis & Improvement Worksheet

Organization Analysis & Improvement Worksheet

Input Input

&&

OutputOutput

Conversion ProcessConversion Process

FeedbackFeedback

Process Map

InternalInternal

　

ExternalExternal

Process Level Survey-1 : Process Map

Process Analysis & Improvement Worksheet

Job which

Influence the Gap

Process

Improvement

Action

Cause of Gap

Impact of

Gap

GapActual

Performance

Desired

Performance

Process Goals/

Objectives

Organization Goals/Objective:Process Unit :

Process Level Survey-2 : Process Analysis & Improvement Worksheet

Person in Charge:

Item/Goal

Person in Charge:

Item/Goal

Person in Charge:

Item/Goal

Person in Charge:

Item/Goal

Role/Responsibility

of Workplace/Group

Section/Group:Process goals/objectives :Job Unit :

　　　　　　　

Job Level Survey-1 : Role/Responsibility Matrix

Role/Responsibility Matrix

Job Level Survey-2 : Training Skill Map in line with Core Process / Core Technology

Input Output

Process#1 Process#3Process#2

Criteria#1 Skills#1Criteria#1 Skills#1Criteria#1 Skills#1

FISH BORN DIAGRAM

Systematic diagram

Desired outcome

4)

3)

2)

1)

Reason of priority No.1

P.Criteria for optional solutionsList of optional solution

Solution Matrix

Best Solution : . Impact of best solution:

.

Goals/objectives: . .

Target Level : .

Current Level : .

Gap : Gap : ..

SWOT Synthesis

TW Solutions OW Solutions

ST Solutions SO Solutions

Long-Term Solution : . Medium-Term Solution : . Short-Term Solution : .

NEEDS Synthesis

Potential/Present Solutions Actual/Present Solutions

Potential/Future Solutions Actual/Future Solutions

Long-Term Solution : . Medium-Term Solution : . Short-Term Solution : .

( low-risk & low return)

( low-risk & medium return)

( medium-Risk & medium Return)

( high-risk & high return)

Individual Objectives-Setting & Appraisal for Performance Individual Objectives-Setting & Appraisal for Performance WorksheetWorksheetSec/Dep : . Business goals/Objectives : .

Person in Charge : . Organization goals/Objectives : .

Approval : . Process goals/objectives : .

Date : . Job goals/objectives : .

1,2,3,4 1,2,3

Average

1,2,3,4 1,2,3

1,2,3,4 1,2,3

Goals Items

ScoreCause of resultContent of ResultDegree of achievement

Degree of difficulty

Objectives Role

Total Performance =

Appraised by direct superior

Total Performance = Performance =

Appraised by 2nd appraisal Self-Appraisal

Individual Objectives-Setting & Appraisal for Attitude Individual Objectives-Setting & Appraisal for Attitude WorksheetWorksheet

Sec/Dep : . Business goals/Objectives : .

Person in Charge : . Organization goals/Objectives : .

Approval : . Process goals/objectives : .

Date : . Job goals/objectives : .

1,2,3,4

1,2,3,4 1,2,3

Total

1,2,3,4 1,2,3

1,2,3,4 1,2,3

Goals Items

ScoreweightDegree of achievement

Content of resultDegree of difficulty

Objectives Dimension

Attitude =

Appraised by direct superior

Attitude = Attitude =

Appraised by 2nd appraisal Self-Appraisal

　　　 　　　　　　　　　 Performance Agreement Worksheet(1)

Approval :Target completion date :

Agreed Action :Capability ( Competence/Competency) :

Performance Measures/Criteria :Group or Individual Goals/Objectives :

Work Plan

Job Goals/Objectives :Priority :

Process Goals/Objectives :Main Role :

Organization Goals/Objectives :Person in Charge :

Business Goals/Objectives :Dep./Sec.:

Performance Plan

Training Course (external training) :

Training Course (in-house training) :

Personal Development Plan

　　　 　　　　 Performance Agreement Worksheet (2)

Strategy Road Map by NEEDS Synthesis

High Return

Short-term 　　 　 Medium-term 　　　 Long-term Actual/Present Actual/Future Potential/Future Potential/Present

●

●

●

●

●

●

●

●

●

L-Risk 　 & L-Return L-Value added

L-Risk & M-Return M-Value added

M-Risk & M-Return L-Value added

H-Risk & H-Return H-Value added

S 　

W 　

S

W 　

S 　

W 　

S 　

W

S

W 　

S

W 　

S 　

W 　

S 　

W 　

S 　

W 　

S 　

W 　

S 　

W 　

S

W

S 　

W 　

S

W

Strong point and Weak point of comp.

Strong point and Weak point of ours

Future Strategy , considering strong point and Weak point

Business Process

Strategy Formation by Business System