Development of a BSC Rollout workshop

Some general notes – Pre Workshops

• Development of a workbook

• Train the Trainer session – these to be used for identified change agents?

• What to bring to the workshop – pre reading for participants– Type of article’s– Current KPA’s

• Briefing Sessions with supervisors

Workbook

• Need a standardised workbook developed

• This will hold all the presentations and exercises that will happen during the workshop

• It will provide a basis for reference into the future

• Need to have a development team to produce this

Some general notes – The Workshop

• Vocabulary definitions

• Use of the video for all levels?

• Use of SANParks related war stories and examples

• Generic KPA’s – have these been sourced?– Develop a generic KPA development process

Workshop – Morning Session

• Overview and contextualisation– Do we bring in the McKinsey process

Introduction

• Objectives of this workshop– Gain an Understanding of the Balanced

Scorecard Theory– Understand its application to SANParks

• Why has SANParks chosen the BSC• What does SANParks hope to achieve

– Gain an understanding of its relevance to you– Develop your Key Performance areas and link

these to the SANParks BSC

Background – What is Strategy

• What do you understand the meaning of Strategy to be?

• How does this strategy affect you in your daily work?

• What do you understand the BSC to be?

• How will this affect you in your daily work?

Overview

• Introduction to Vision, Mission and Values– At the correct point in the presentation

introduce the vocabulary

• Introduction to Strategy

• The SANParks Value Proposition

• The SANParks Corporate Structure

• Introduction to SANParks corporate plan

Workshop – Mid Morning

• Understanding the concept of the Balanced Scorecard in general

• The SANParks BSC

The Balanced Scorecard

• Introduction to the Balanced Scorecard – Brief Intro– Video (first section)– Discussion

• The SANParks Balanced Scorecard– Project Team– Development process– Agreed SANParks Scorecard

• Explain Objective, Measure, Target and Initiative• The link to the Corporate Plan• The link to the budgeting process

Workshop – Afternoon Session

• Overview of Divisional KPA’s and how these link to the scorecard

• Development of your own KPA’s

KPA Development

• The link between your division and SANParks achieving its strategy – your directors KPA’s– Highlight the divisional directors specific

KPA’s and go through the links to the scorecard carefully

• Development of your KPA’s• Feedback to group on KPA’s• Summary and conclusion

Analysis of KPA’s – Offline by facilitators

• After the session

• Briefing to supervisors

• Feedback by supervisors and change agents – standardised feedback process

• How do we feedback

Some general notes – post workshop and feedback

• Post Workshop Analysis– Analysis undertaken by facilitators to check the KPA’s

submitted do align to the scorecard– Need to get agreement from supervisors that these

KPA’s are suitable• Feedback session

– Each delegate needs to receive feedback on their KPA development

– This needs to be done by their supervisor and facilitators

– Need a check sheet and supervisor briefing session with supervisors before embarking on this process