product detail sheet - performance dashboard rev2 · monthly performance dashboards will show...

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PERFORMANCE DASHBOARDS

CONTINUOUS IMPROVEMENT

FROM

KEY PERFORMANCE INDICATORS

MANAGE SAFETY LIKE YOU MANAGE PRODUCIVITY & QUALITY

S A F E P A T H S O F T W A R E

Performance Dashboards CONTINUOUS IMPROVEMENT FROM KEY PERFORMANCE INDICATORS


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WHAT IS SAFEPATH SOFTWARE?

SafePath software is a suite of interactive Safety Management System (SMS) applications that supplies expertise to support world-class safety and & health management practices. The SafePath application suite works as individual stand alone applications and as an integrated toolset that supports benchmarking, creation of world-class safety management systems and the day-to-day safety management practices.

Figure 1 shows the application suite — the three Safepath software products. The “Leading Indicators” make up our Performance Dashboard product which presents visual performance data to help you manage proactively. The “Benchmarks” are provided as a Performance Benchmark toolset which identifies gaps and performance improvement opportunities, in addition to identifying activities that are candidates for inclusion into your suite of leading indicators. The “Master Control Plan” is the Control Plan product that defines and houses policies, procedures and safety-related information by embedding content and information or linking to other data systems.

Figure 1. SafePath Application Suite

SafePath Software is the distillation of the safety performance expertise of CoreAdvantage’s consulting practice encapsulated in simple, affordable software tools. Used as a set of decision support tools, they enable front-line managers and safety and health professionals to capture, organize and deploy workplace safety knowledge within the context of their organization’s business processes.

It is important to understand — SafePath Software is a performance management system, not a data processing or safety information/incident tracking system. Should you require database management for recordkeeping, hazard tracking, training, etc., we can discuss these or any other safety needs with you.

Performance Dashboards CLOSE PERFORMANCE GAPS & BENCHMARK SAFETY PERFORMANCE BEST PRACTICES


WHAT IS THE PERFORMANCE DASHBOARD?

Day-to-day safety practices that drive improvement can include any relevant indicators you select. Each dashboard comes with a recordkeeping worksheet for recording key performance data for each manager, supervisor, safety professional and executive team member. The performance improvement activities that you choose to measure can be leading indicators or trailing/lagging indicators or a combination.

Once you know what you want to measure you set goals for performing these critical practices. Your dashboard displays your weekly/monthly/yearly data. For example, if your focus is building a robust safety culture, you may want to pick behaviors that visibly reinforce management’s commitment to safety as a core organizational value. Discrete indicators might include sitting in on training, holding one-on-one discussions with direct reports, fixing problems fast, reducing total number of safety-related problems, conducting safety walk-arounds and audits, etc. Key indicator scores are imported from a worksheet and are rendered graphically into gauges, sliding scales, single-value-readouts, charts and other presentation components (see Figure 2).

Site-Level Indicators: Collective Responsibility

Easily spot trends and changes over time. Jump to prior months or toggle over to see manager-level data. Collective performance measurement is only half of the performance improvement formula. What’s the other half? Individual performer measurement.

Manager-Level Indicators: Individual Accountability

Managers take responsibility when managers are held accountable. Meaningful performance metrics will, over time, change performance outcomes. The secret? Measure what matters, not what is easy to measure or will make you look good.

Figure 2. Sample Performance Dashboards



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HOW DOES IT WORK?

First, you record monthly KPI data into your MSEXCEL worksheet. Once recorded, the point and click rendering engine produces an interactive Performance Dashboard. Your dashboard can be viewed as web pages, PowerPoint slides or PDF formatted files.

There are two leading indicator dashboards in the toolset, one showing your site’s month-to-month performance in year-at-a-glance and a second showing individual manager’s current activity detail. Showing names along the left, you click the name of anyone on the list and their individual activity scores – actual-to-goal comparison is dynamically presented. Viewers toggle between “Site View” and “Manager View” as well as jump to past months to view previous scores and changes over time.

A lagging indicator, i.e., OSHA Rate dashboard is also available.

Point-and-Click Ease. Includes an intuitive interface with pre-built components, skins and charts to make it easy for non-technical users to render fully-interactive visual performance analytics.

Stunning Presentation. Custom graphics and interactivity allow you to present compelling, yet easy-to-understand performance results and business presentations.

Visual Modeling. Sliders, gauges, filters, numerical input tools and other visual components allow you to quickly review performance scenarios with the click of a mouse.

Dynamic Dashboards. Easily communicate your results with one-click export of your interactive dashboard into PowerPoint slides, HTML, and Adobe PDF.

With this tool, our clients can reasonably expect to answer five key performance questions:

1. What happened? 2. What does it mean? 3. What’s going on now? 4. What’s next? 5. What do I want to happen?

Managing by TCIR/DART numbers restricts management to item #1 and is, in our opinion, required but insufficient for real performance management. Goals lay out key practices (what should be done) aligned with local operating practices (how we do it here) as they align people and processes addressing questions #2 and #5. Benchmarks and leading indicator dashboards address question #3 and prioritize actions to address question #4. Because dashboards are alert-based data visualization tools with performance against goals (red/yellow/green thresholds), question #5 becomes quite simple: move red to green and keep it that way.



HOW ARE PEOPLE USING IT?

Improve safety culture.

They typically select 5-6 metrics that matter. These are in-process metrics, not outcome metrics. This set becomes your safety performance index and can be reviewed in “Monday Morning Management Meetings” alongside your cost and productivity discussions. Leading indicators reflect management’s strategy to remove the performance constraints or improve current actual capability gaps that were identified by your expert knowledge of your organization or by using our SafePath Benchmark Tool Set and alignment surveys. Where possible, metrics should set goals that concurrently move culture and operational performance. Doing so improves safety processes and visibly demonstrates supervisor commitment and buy-in. As one indicator performance improves, your focus can shift to other “red line” indicators. Your task simply becomes “manage to the green”.

Provide a means for continuous improvement of site safety performance

Monthly Performance Dashboards will show manager-specific and overall site performance as they improve. When you are meeting your target goals gauges stay in the green. As you move to improving other key practices, the leading indicators and performance goals can shift to reflect new priorities or opportunities for improvement – a process to deliver continuous improvement!

Complements lagging indicator tracking (TCIR and DART).

Tracking lagging indicators produces information less powerful for improving performance outcomes because they can only confirm whether changes are working (after the fact) or perhaps prove or disprove ideas about what works in the real world. These “bottom line” indicators only show what happened after the fact, not why or what to change.

Tracking leading indicators is how you actually improve performance outcomes. By showing individual performance goal-to-actual you can finally manage safety like you manage productivity and quality.

When configured to show both leading and lagging indicators, Performance Dashboards from SafePath Software gives you a full 360o view of safety.



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Facilitate information sharing and stakeholder alignment

Information (because it is represented graphically via dashboards) spawns analysis (whether business process-related or performer-based). Analysis then spawns insight.

These insights can be discussed and hypotheses can be developed for how to address the outcomes presented and how performers should align to take action, allocate resources and execute. As improvement occurs new mental models of what excellent performance looks like are adopted by all stakeholder groups.

Provide a link between reward systems and the performance management system

Red/Yellow/Green performance indicators in dashboards compare quantifiable performance against goals. Incentives and rewards as well as responsibilities and consequences can be moved from the realm of the subjective to the measurable.

SafePath can be used to explain the standards required for rewardable performance as well as instantly reveal good performers and poor performers via customizable dashboards.



CLIENT SAMPLER

TECH SPECS | CUSTOMER SUPPORT

Minimum Recommended Hardware PC with Pentium 3 or equivalent processor 128MB of RAM

Operating System: Windows 2000 or Windows XP

Microsoft Office Office 2000, Office XP, or Office 2003

Telephone and email support. M-F, 9AM-8PM CST.

Training is ongoing and tailored to the performance strategy of each client.

WHAT’S MY BOTTOM LINE?

DASHBOARD COSTS $2195.00 TRAINING TAKES 30 MINUTES

OTHER SAFEPATH PRODUCTS http://www.safepathsoftware.com/products.html

PERFORMANCE BENCHMARKS CONTROL PLANS

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