introduction june 25-27, 2014 nashville, tn 2014 transmission & distribution benchmarking data...
TRANSCRIPT
Introduction
June 25-27, 2014
Nashville, TN
2014 Transmission & Distribution BenchmarkingData Review Conference
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Introduction - Questions to Think About
◼ What drives your company to participate in the benchmarking community – here or elsewhere
◼ How have you used the results in previous years, and how do you plan to use the results this year
◼ Why are you attending the meeting – what do you hope to get from the next 2-1/2 days
◼ How important is benchmarking in your company
◼ For the coordinator – what is your role in the process for use of the results
◼ What major initiatives are going on in your company (e.g. mergers, rate cases, major event aftermath, new systems, etc.)
2014 T&D Community Members
T&D Community ◼ Austin Energy◼ BC Hydro◼ CenterPoint Energy◼ CPS Energy ◼ Exelon (BGE, PECO & ComEd) ◼ Hydro One◼ Hydro-Quebec◼ KCP&L◼ Oncor Electric Delivery◼ PSE&G◼ Tucson Electric◼ Westar Energy
New Participants:◼ Chelan PUD◼ DTE Energy◼ Northwestern Energy◼ PPL Electric◼ PSEG LI (former LIPA)
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Introduction and Overview
◼ Purpose of the meeting
◼ Overview of our process
◼ Data Review
Process we will follow
◼ Data Steward
Percent complete/quality
What your Data Steward should be doing for you:
• Comparison to last year
• Identifying outliers
Next steps for coordinators
Calendar of events
◼ Discussion Topics Overview
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Purpose of Our meeting
Ensuring successful outcomes through reviewing data and Topic discussions to date◼ One key purpose of the meeting is to review the 2nd draft of the T&D report,
highlight areas where we have outliers, inconsistent, incorrect, or missing data, and update any guidelines• Review Guidelines for each section• Go over data anomalies, issues, key questions, outliers, KPIs that will end up impacting
your performance profiles (also make sure we review Financials for each section)• Identify corrections to data, etc. (Members)• Address report pages that need correction (1QC)
◼ We'll also review the next steps we have in place to ensure a successful benchmarking outcome and Insights Conference in August• Role of Data Stewards• Knowing Your Status • Key Dates• Data Review Webinars (after 3rd Draft)
◼ Another purpose of the meeting is to move the Discussion Topics forward, to help prepare for the Insights Conference• Conduct 2 webinars on the Distribution Automation topic• Selection of topics for Insights
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Community Insights
Conference
Connect
Our Approach to Benchmarking
Leader’s Conference
On-SiteInsights
PerformanceImprovement
Projects
Plan
LearnShare Act
Review Conference
Survey
Develop Questionnaire
Kick-offMeeting
Focus AreaTopics
Review & Validate
Data
Collect Data
ConferenceCalls
Prep
arati
ons
Leader activityGroup activityInterest groupIndividual company activity1QC Activity
FocusWebinar / Discussion
Groups
Analysis / Synthesis of Data
Revi
ew &
Val
idat
e D
ata
Review reports & statistics
Focus Area Topic
Discussions
This Week
Develop Network Strategy
Develop and Approve Asset Plans
Project/Portfolio Management
A Process Model for Managing the Network
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Expand Network
Operate Network
Sustain Network
Add New Customers
Respond to Emergencies
Much of the questionnaire has been built around the process model shown here, and results will be presented at the Insights Conference in these categories as well.
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Available Outputs
Questionnaire Results◼ Statistical report
Charts, graphs, tables All sections, plus a “profiles”
section◼ Performance Profiles
Specific to each member company◼ Insights Conference Presentations
Summaries of the major sections
Discussion Topic Results◼ Webinar Recordings
Click to listen◼ Powerpoint summary files◼ Insights Conference Presentations
Summary of Findings Presentations by Members
On-Site Presentations◼ Tailored to your request◼ Re-structuring for 2014 around
“modules”◼ Covering both questionnaire and
discussion topic results◼ Can be presentation or discussion
Interim Documents◼ Data Steward files
% complete reports Outlier listings Comparisons to previous years
◼ Updated Guidelines FAQ Listing
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Plans for Summary of Practices and initiatives for Insights Conference and On-Sites
◼ We gather a large amount of information about practices, which is difficult to cover in any reasonable depth during the insights conference, or even at on-sites.
◼ Last year we introduced the “Key Success Factors” charts to try to summarize some of the practice areas.
Example – New Business Key Success Factors We think we can utilize these charts as a framework to summarize the various process/practice areas into manageable “modules” for presentation.
For the on-sites, we can’t cover all the areas, so we’ll need to discuss them and select a few to cover, rather than trying to cover them all.
Data Steward Function
Data Stewards are working with each Member company
◼ Establish ongoing person to contact and work with
◼ Provide guidance for interpretations of the questionnaire and guidelines
◼ Make comparisons to previous year's data
◼ Check for outliers
◼ Highlight inconsistencies in responses
◼ Monitor data collection progress/provide friendly reminders of due-dates
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2014 Data Stewards
Company Data Steward
Austin Energy Tim
BC Hydro Tim
CenterPoint Energy Ken/Dave Canon
Chelan PUD Debi
CPS Energy Tim
DTE Energy Ken
Exelon – BGE Ken
Exelon - ComEd Ken
Exelon - PECO Ken
Hydro One Tim
Company Data Steward
Hydro Quebec Debi
KCP&L Ken
Northwestern Energy Tim
Oncor Electric Delivery Dave Canon/Ken
PPL Electric Ken
PSE&G Rob
PSEG Long Island Rob
Tucson Electric Tim
Westar Ken
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Data Entry Status (as of 6/20)
Thanks to those companies with the majority of data already submitted. For those with mostly red rows, there is some work to be done.
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Discussion Topics Approach
In the next few days, we run two Discussion Topic Webinars for the Distribution Automation topic, and prepare for the Insights Conference. In addition to talking through the two webinars, we will also want to:
◼ Get your input on specific sub-topics based on the discussions we might focus on at the Insights Conference (brief company presentations, roundtable, etc.)
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Connecting with the Business
Role of the Coordinator◼ Assure accurate and complete data
Find the right sources Do QC checks as data is submitted Follow up with data stewards to make needed corrections
◼ Arrange for Subject Matter Experts to participate and support the Insights Conference presentations Attending and contributing during topic webinar discussions Reviewing results and sharing company best practices with the
community at the Insights Conference◼ Disseminate the results so they’re as useful as possible
Provide copies of reports and documents to all who provide inputs Circulate summary documents to management Make results available to project teams and operating management
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Next Steps
◼ Minutes from this meeting will be available by July 3.◼ Next Deadline is July 21. This draft will be your last chance to see how your
data compares before the final report, so you need to have all of your data input and correct at this time. The final deadline is for ensuring all of your data is correct.
◼ Before the next deadline We will continue providing the Data Steward reports with % complete, outliers
listings, and variance listings.◼ Based on the work with your Data Steward, we may run an interim report as
needed.◼ Goal
Understand changes in your data from year to year Get complete data Data in the final report is accurate and final Data for on-site is valid and complete
Thank you for your Input and Participation!
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First Quartile Consulting is a utility-focused consultancy providing a full range of consulting services including continuous process improvement, change management, benchmarking and more. You can count on a proven process that assesses and optimizes your resources, processes, leadership management and technology to align your business needs with your customer’s needs.
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About 1QC
Satellite Offices
Debi McLain [email protected]
Tim. [email protected]
Dave [email protected]
Dave [email protected]
Your Presenters
Ken Buckstaff [email protected]