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COLLECT DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits – What Is In It For Me?

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Page 1: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

COLLECT

DALE F. WEEKSSenior Executive Officer

Florida Department of Revenue

Benchmarking: How and Why to Compare

Apples to Oranges to Grapefruits –What Is In It For Me?

Page 2: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

TODAY’S LEARNING PROCESS:

Expect Involvement – Your Ideas

Think Outside Your “Comfort Zone”

Try On the “Boots” of Our Customers – What Would They Say?

Outcome: Build A Commitment to Performance Excellence

Page 3: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

YOUR 45 MINUTE YOUR 45 MINUTE BENCHMARKING RIDE TODAY BENCHMARKING RIDE TODAY WHAT IS BENCHMARKING & WHY

SHOULD I DO IT?

WHO IS DOING BENCHMARKING NOW IN BOTH THE PUBLIC AND PRIVATE SECTORS?

IS MY ORGANIZATION READY FOR BENCHMARKING?

HOW DO I BEGIN BENCHMARKING?

WHAT SHARING RESOURCES ARE AVAILABLE TO HELP ME?

Page 4: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

Performance Excellence Brainstorming

ICE BREAKER LEARNING EXERCISE

NAME 3 ORGANIZATIONS YOU THINK EXEMPLIFY EXCELLENCE AND EXPLAIN WHY.

Page 5: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

Definition: A Methodology for seeking out and identifying “world-class” practices that can be adopted or adapted to achieve superior performance.

Underlying Premise: A Large Percentage (70%) of What Organizations Do Is the Same, No Need to Reinvent Wheels (the NIH Factor).

It Can Be Informal (Office Sharing, Reading, Networking) or Formal 8 Step Business Process

Types of Benchmarking: Success Stories, Performance Metrics Comparisons, Business Process Benchmarking, or “World-Class”

Best Practice Benchmarking.

WHAT IS BENCHMARKING? WHAT IS BENCHMARKING?

Page 6: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

To Directly Address the External Demands for Change – “Better, Faster, Cheaper, Do More With Less” – It Can and Is Being Done – Our Country Deserves Nothing Less – “This Is the Moment!”

To Build An Energizing Vision of Your Organization’s Performance Potential (“Going to the Moon”) – A BHAG!!!

Examples - To Be in the Top 5 or 10 % in The World; To Deliver What Your Customers or Citizens Expect and Deserve - It Is “Their Money.”

To Establish a “Built to Last” Foundation for Innovation and Growth for All Employees.

WHY DO BENCHMARKING? WHY DO BENCHMARKING? (Where is the Urgency?) (Where is the Urgency?)

Page 7: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

1. Public Sector – Cities, Counties, States, and Federal Agencies – United States and Globally

• Recent Baldrige Winners – City of Coral Springs & Similar Governments in Selected Areas.

• Ontario Municipal Benchmarking Initiative (OMBI) – 15 Cities Around Toronto.

• Institute for Citizen Centred Service (ICCS) – Canada – Common Measurement Tools – 200+ Members

• International City/County Managers Association• Tax Agencies in US, Canada, & Beyond

WHO IS DOING WHO IS DOING BENCHMARKING TODAY? BENCHMARKING TODAY?

Page 8: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

2. Private Sector – 20 Years of Baldrige History

Approx. 100 Winners and Numerous Applicants 40+ State Awards in the United States Baldrige Programs in Most Major Developed

Countries (US, Canada, Europe, Mexico, Singapore, South America, etc.)

3. Healthcare and Education Sectors – Recent Baldrige Winners – Real Growth Arenas!

Robert Woods Johnson Hospital – New Jersey Mayo Clinic – “On The Journey” Selected School Districts, Colleges, &

Universities – Gradual Evolution.

WHO IS DOING WHO IS DOING BENCHMARKING TODAY? BENCHMARKING TODAY?

Page 9: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

1. Your Leadership Mindset – Are You (and Your Senior Leaders) Ready, Willing, and Able To Compare Your Business Results to Others in Your “Industry” and Beyond?

2. Your Learning and Continuous Improvement Commitment – Do You Want to Learn How You Perform Relative to Others as THE Basis for Setting World-Class Collection Performance Targets (“Getting to the High Hanging Fruit.”)?

If You SAY - WITH PASSION –YES, RIGHT ON–YOU CAN MAKE IT HAPPEN NOW!

IS MY ORGANIZATION READY IS MY ORGANIZATION READY FOR BENCHMARKING ? FOR BENCHMARKING ?

Page 10: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

1. Document Your Current Collections Business Process – Include Vision, Mission Statements, Major Performance Measures & Process Steps

Organize A Benchmarking Team (3 – 5 People) Use A Flow Chart, As Preferred Address Cross-Function/Dept Issues Develop a Simple 1 Page Summary with Metrics

2. Start Internal Comparisons First – Peer to Peer, Office-to-Office and Best Practice Sharing

Focus: “What is Working, Not Working” And Why

HOW DO I BEGIN TO PREPARE HOW DO I BEGIN TO PREPARE FOR BENCHMARKING ? FOR BENCHMARKING ?

Page 11: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

3. Go External or Go Global – Initiate Your “Blind Date” or Courting Business Process.

Design a Marketing, Sales Package Do Your Front-End Partner Research - Selection

Criteria, and Project Scope – Conf Calls Work! Google It - “In the Public Domain!!” Keep It Simple - Be Careful With Surveys – Build

Detail/Complexity Gradually Watch for Privacy and Confidentiality Issues Emphasize a Two-Way Learning Approach Constantly Build Your Partnership Relationship –

This is a People Based Initiative. Be A Performance Excellence Ambassador!

HOW DO I BEGIN TO PREPARE HOW DO I BEGIN TO PREPARE FOR BENCHMARKING ? FOR BENCHMARKING ?

Page 12: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

1. The Government Division of the American Society for Quality (ASQ), Milwaukee.

1,200 Members in 30 Countries

2. National Baldrige Office and 40+ State Quality Offices, NIST, Washington, DC.

3. The International Centre for Citizen-Centred Service (ICCS)in Canada.

4. The American Productivity and Quality Center (APQC), Houston, Texas – 30 + Years.

5. Ontario Municipal Benchmarking Initiative (OMBI), Niagara, Ontario, Canada

6. ICMA Center for Performance Measurement, Washington, DC.

7. The Global Benchmarking Network (GBN).

WHAT SHARING RESOURCES WHAT SHARING RESOURCES ARE AVAILABLE TO HELP ME ? ARE AVAILABLE TO HELP ME ?

Page 13: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

8. The Florida Benchmarking Consortium (FBC).

9. North Carolina Local Government Performance Measurement Project, University of NC.

10. Selected Professional Associations Association of Government Accountants American Society for Training and

Development Many more across multiple disciplines

globally

11. Numerous Books and References

GO FOR IT - “NETWORKS” ARE STANDING BY, JUST ASK!!

WHAT SHARING RESOURCES WHAT SHARING RESOURCES ARE AVAILABLE TO HELP ME ? ARE AVAILABLE TO HELP ME ?

Page 14: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

Let Persistence, Perseverance, Passion, and Humility Drive Our Commitment to Sustaining The Journey Over the Long Haul.

“ Ask Not What Your Country Can Do For You -- Ask What You Can Do For Your Country”

JFK, January 21, 1961

THE CHALLENGE TO US ALLTHE CHALLENGE TO US ALL: :

Page 15: LEARN COLLECT EXCEL DALE F. WEEKS Senior Executive Officer Florida Department of Revenue Benchmarking: How and Why to Compare Apples to Oranges to Grapefruits

OPEN FORUM

YOUR QUESTIONS AND ANSWERS

I ENGAGE ALL MESSENGERS

FILL MY E-MAIL BOX WITH YOUR IDEAS!!

[email protected]

ONWARD AND UPWARDAS BENCHMARKING AMBASSADORS!

THANK YOU!