This is a qualitative investigation of the capability of your core functional processes. For a typical company these are: Customer Acquisition, Product Development, Order to Cash, Procurement to Fulfillment, and Servicing. The goal is to understand the greatest areas of opportunity for further investigation and improvement. The outcome of each assessment is a summary of strengths and weaknesses in the 5 segments of the continuous improvement Framework.
Packages
This assessment is the entry point to increase operational performance and to build a culture of continuous improvement. It is not an exhaustive exploration of every corner of operation. The assessment work is time bound to focus on the most critical areas of the business and largest opportunities for improvement. This assessment will provide an outline of problems to solve, it is not a roadmap of solutions to implement. You will learn about your operation and how it produces or does not produce the desired results. The focus is on operational capability and the degree of success as perceived by the leadership team.
Project Phases
How Chalmers St. Performs the Operations Strategy Assessment: For each functional area we explore the standard processes and informal norms that allow the organization to function. We look across the organization within 5 segments to understand your ability to sustain and improve your processes.
1) Roles and responsibilities - We explore the division of responsibility, the clarity of ownership, and the alignment of skills within the role.
2) Team Governance - We investigate the structures of individual and team interaction along with the role that metrics play to align team objectives.
3) Workflow Management - We explore the processes and technology that enable the completion and control the quality of value-added work in each of the core functions of the organization.
4) Performance Review - We examine the use of metrics to determine the health of processes within each function and the use of metrics to provide feedback and expose systemic opportunities for improvement.
5) Process Improvement - We investigate the formal and informal approaches to make changes to the work that the organization performs.
In addition to these 5 segments, we explore the mindsets and motivations within the organization. This provides insight into the culture of the organization. We identify the motivating purpose of the organization and explore employees’ abilities to autonomously see problems and collaborate to resolve them. Understanding culture is crucial as we dive into the next level of improvements.
Scope
A full findings summary report will be delivered with 1 week after the completion of the operations strategy assessment.
Work is performed by a principal consultant and operations engineer.
Typically, the assessment requires 2 hours of preparation work. This can be conducted virtually.
The assessment itself is a 4-hour session held onsite with leadership. A virtual session is an option.
The client is responsible for identifying assessment participants. Typically, 5 to 9 leaders o Maximum of 12 participants
Chalmers St. will sign a non-disclosure agreement (NDA) with the client prior to beginning work.
Assessment of financial performance.
Travel expenses are not included in the fixed fee.