Business process appraisals and auditswith Action Item tracking

for performance gap management

MacXimist

A Hosted Internet powered program with 24/7 access controlled by User permissions

Easy to administer – easy to use

MacXimist is a program from

HT Solutions- Melbourne Australia

Sid.lehmann@htsolutions.com.au

The organisations’ managers do not manage profits; they manage processes and make decisions that lead to profits.

Carl G Thor – Designing Feedback

Imagine a personal assistant that will facilitate consistent business appraisals and then give round the clock access to results, diary notes and action item management

- thats MacXimist!

How can you use MacXimist scorecards?• Tracking compliance to systems, benchmarks and scorecards • Auditing against OH&S policies to show duty of care • Appraising regulatory and consumer protection requirements• Operational scorecards, such as ‘walk the store’

Some MacXimist features:• Consistency of audits and appraisals right across the organisation • Secure system of recording results, action items and diary notes • Consistent measurement and comparison across the organisation • 24/7 efficiency reports and action items for problem solving

ZAP THOSE PERFORMANCE GAPS

MacXimist can be a standalone program OR an integrated module of the HTS performance improvement Technology Platform

eTraining Manager

Employee and stakeholder training is crucial for managing essential duty-of care compliance issues and equally important to develop and maintain the required employee skills to improve productivity

ePeople Performance Manager

Develop a performance enhancement program to guide employees through their employment life with the organization. Provide employees with goals and KPI’s to contribute to organizational performance

eUser Management – the heart of all the systems

Controlled hierarchical gives management 24/7 access to tasks and reports and simplifies instruction and communication

The user Dashboard features a one-stop access to all tasks & outcomes

Administrators are given selective permissions to create and manage appraisal scorecards, designed to assist Area Managers to prepare consistent appraisals and note Action Items to fix performance gaps

Scorecards are developed to guide the Area Manager through the actual appraisal, ensuring that all business units or processes are reviewed to the same criteria and standards

The Scorecard is a ‘performance tree’ for logically breaking an ‘audit’ into parts – for example, the ‘Elements’ may be 4 or 5 focused objectives essential to the measurement, which are then further sub-divided into more specific particulars

The questions become the checklist to guide the conduct of the business review, encouraging consistency across business units, and with the option of allowing an Action Item to be recorded with an e-mail reminder

This is a picture of a scorecard, the important Element broken down into a sub-group and then into the questions – all adding back to 100% for efficiency calculation. Entries in blue are optional ‘company standards’

When conducting a review on a process the ‘Reviewer’ selects the scorecard and assigns it to the business unit

The scorecard is assigned

The review responses are entered into the scorecard form together with any comments and Action Items, a person responsible for fixing issues, the timeline, and optionally a future e-mail reminder.

As soon as the scorecard is completed the efficiencies are calculated and the results, comments and Action Items are available self-service, 24/7 to anyone who has the correct permissions to access

Reports are available to measure the comparative efficiencies across groups of business units, with the opportunity to drill right down to the question answers making up a measurement. All data is forever stored in the database

Action Items that are required to zap performance gaps, and are entered into the system, are available 24/7 with the appropriate permission. Even when completed they remain to provide a history for the business unit

Action Items are updated with additional comments or are completed, but remain in the database as history, forever. Note that this business unit will receive an e-mail reminder 3 days prior to due completion date.

Reminders can be optionally added to an Action Item to be e-mailed at the pre-determined time

ACHIEVING PERFORMANCE IMPROVEMENT BY MANAGING CORE COMPETENCIES using the HTS platform

• MACXIMIST - process performance measurementBuild process performance scorecards to measure the outcome of the intervention against the planned business goals

• PEOPLE Plus - employee appraisals and goal managementBuild scorecards of required skills and competencies required to achieve the business goals) – measure employees – define and management goals to build skills and competencies to zap the skills gaps

• COMPLIANCE Plus - learning, assessment and results trackingAssign learning and track results for mentoring and improving employee capabilities required to achieve the business goals

• SURVEY Plus - perception surveys and needs analysisDetermine if core competencies are being applied in the workplace

• (and review business performance again using the MacXimist business goals scorecards)

• RESOURCE LIBRARY - manage documents and resourcesStore and manage knowledge and learning for self-service access by employees 24/7 under controlled permissions