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    <title>Performance Management &amp; Strategy Execution Blog: The Glue</title>
    
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    <id>tag:typepad.com,2003:weblog-1329262</id>
    <updated>2009-11-05T17:46:39-05:00</updated>
    <subtitle>Connecting business strategy to real-world execution by applying performance management, Balanced Scorecards, performance improvement, Baldrige, and other methodologies.</subtitle>
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    <link rel="self" href="http://feeds.feedburner.com/TheGlue" type="application/atom+xml" /><atom10:link xmlns:atom10="http://www.w3.org/2005/Atom" rel="hub" href="http://pubsubhubbub.appspot.com" /><entry>
        <title>What Football Can Teach You About Performance Metrics </title>
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        <published>2009-11-05T17:46:39-05:00</published>
        <updated>2009-11-05T17:46:39-05:00</updated>
        <summary>I have often made the point that if you want to understand how to use performance metrics to drive results in business, take a look at professional sports. I make this observation without an impressive understanding of any pro game, but simply by listening to the nature of the commentary, particularly during football games.The statistics just keep on coming.

This year I am hearing more about “red zone efficiency.” As I heard in Sunday’s game, in which my beloved Dolphins fell to New Orleans’ Saints (on All Saints Day, might I add), "the Saints scored in four out of their five trips to the red zone, while the Dolphins converted on only three of six.” I bet the Dolphins are running a lot of red zone plays in practice this week. Here at ActiveStrategy, we would call that implementing an action plan to close a performance gap. </summary>
        <author>
            <name>Christine Heflin</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Performance Measurement" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="ActiveStrategy" />
        <category scheme="http://sixapart.com/ns/types#tag" term="business management " />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance metrics" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><p>I have often made the point that if you want to understand how to use performance metrics to drive results in business, take a look at professional sports. I make this observation without an impressive understanding of any pro game, but simply by listening to the nature of the commentary, particularly during football games.The statistics just keep on coming. </p><p>This year I am hearing more about “red zone efficiency.” As I heard in Sunday’s game, in which my beloved Dolphins fell to New Orleans’ Saints (on All Saints Day, might I add), "the Saints scored in four out of their five trips to the red zone, while the Dolphins converted on only three of six.” I bet the Dolphins are running a lot of red zone plays in practice this week. Here at <a href="http://www.activestrategy.com/" target="_blank" title="ActiveStrategy performance management and measurement">ActiveStrategy</a>, we would call that implementing an action plan to close a performance gap. </p>The next set of statistics I have in the article in front of me could be loaded in the PGM or “<a href="http://www.activestrategy.com/software_solutions/software_personal_goal_management.aspx" target="_blank" title="Personal Goal Management scorecards in ASE software ">Personal Goal Management</a>” scorecards in ActiveStrategy Enterprise software.  Apparently, our infamous Ricky Williams tied his career high with three touchdowns and the dancing Jason Williams had two sacks and two forced fumbles. If that’s all you knew, you would have thought they won.<br /><p>
</p><p>Let’s venture into the “leading” measures (the numbers that tell the story for the different units) to see if they give us any insight into the ultimate lagging measure -- the final score. Remember, I could use the help of a fantasy footballer, but by my analysis, only two numbers pop when you compare the statistics of the two teams (besides “red zone efficiency”). Those two are passing, where the Saints tallied 276 yards vs. the Dolphins' 197 yards; and penalties, where the Saints gave up only 25 yards vs. 55 yards lost for the Dolphins. </p>
<p>When you read the expert commentary, in fact, these numbers do tell a critical part of the story. In spite of first half interceptions, the Saints' QB was a second half wonder and the Dolphin penalties came at critical points in the second half. Bottom line, all the fantasy football addicts in your organization should be able to lead the discussion on the relationship between process measures and outcome measures. Are the number of penalties a measure of errors or rework or both?</p><p>Either way, leading measures are more important in business than in sports, because in sports your “line of sight” between the lagging measure (the score) and the leading metrics is literally and figuratively far better. Even without the commentators spewing out statistics, the most casual observer can tell if turnovers are killing a team or if the QB is getting less protection than the Prime Minister of Sweden. Just watch the game.  </p><p>In business you need to make more of an effort to define and manage that "line of sight" between the lagging measures that are essential to survival (total sales, customer satisfaction, profitability) and the leading measures that impact those lagging measures. </p><p>For example, if cycle time suddenly spikes in your organization (because you're having to do rework in one part of a process, perhaps) and you don't have good visibility into your leading performance measures, business leaders might not see the problem until it's far too late. You could be bankrupt before you know what hits you. The bottom line is that if you don't have good visibility into the leading measures in your business (and their relationship to your critical lagging measures), it's like trying to coach a team on the field without knowing anything but the score.</p><p>On very rare occasions in business, you can see that the ball is being
fumbled and the solution is obvious (like Starbucks offering a cheaper
latte). But most of the time to get back on track you need good data on how you're doing in
the red zone plus a good team executing a solid game plan, all of which can be enabled with software. If you're curious about that, I invite you to read more about <a href="http://www.activestrategy.com/software_solutions/software_overview.aspx" target="_blank" title="ASE Software overview">ActiveStrategy Enterprise </a>software.</p></div>
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    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/11/football-your-ideal-teaching-tool-for-deploying-the-use-of-performance-metrics.html</feedburner:origLink></entry>
    <entry>
        <title>Accelerating Your Baldrige Journey - Free Webinar</title>
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        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a6215ca8970b</id>
        <published>2009-10-26T16:01:25-04:00</published>
        <updated>2009-10-26T16:01:25-04:00</updated>
        <summary>Is your organization pursuing – or thinking about pursuing – the Baldrige Quality program or similar performance excellence criteria? If so, ActiveStrategy can help you achieve better results, and do so more quickly. Attend a free, informational webinar this Wednesday to learn how. In the webinar we'll cover: How we help organizations take next steps on their Baldrige journeys by identifying, tracking, and managing to improve specific OFIs (Opportunities for Improvement). How our software, ActiveStrategy Enterprise, supports what organizations must do to score well in all seven Baldrige categories. How our software and services have benefited award-winning organizations in their own journeys. We'll also have the CEO of Feather River Hospital (a 3-time California CAPE Winner) as a special guest, discussing why they recently selected ActiveStrategy Enterprise software as a tool to help them achieve even more on their already impressive journey. Webinar Details Title: How ActiveStrategy Accelerates Your Baldrige...</summary>
        <author>
            <name>ActiveStrategy</name>
        </author>
        
        <category scheme="http://sixapart.com/ns/types#tag" term="Baldrige" />
        <category scheme="http://sixapart.com/ns/types#tag" term="quality" />
        <category scheme="http://sixapart.com/ns/types#tag" term="webinar" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml">Is your organization pursuing – or thinking about pursuing – the Baldrige Quality program or similar performance excellence criteria? If so, <a href="http://www.activestrategy.com" target="_blank" title="ActiveStrategy home page">ActiveStrategy</a> can help you achieve better results, and do so more quickly. Attend a free, informational webinar this Wednesday to learn how.<br /><br />In the webinar we'll cover:<br /><br /><ul>
<li>How we help organizations take next steps on their Baldrige journeys by identifying, tracking, and managing to improve specific OFIs (Opportunities for Improvement).</li>
<li>How our software, ActiveStrategy Enterprise, supports what organizations must do to score well in all seven Baldrige categories.</li>
<li>How our software and services have benefited award-winning organizations in their own journeys.</li>
<li>We'll also have the <strong>CEO of Feather River Hospital </strong>(a 3-time California CAPE Winner) as a special guest, discussing why they recently selected ActiveStrategy Enterprise software as a tool to help them achieve even more on their already impressive journey.</li>
</ul>
<p><span style="text-decoration: underline;"><strong>Webinar Details</strong></span></p><p>Title:   How ActiveStrategy Accelerates Your Baldrige Journey</p><p>Date:   Wednesday, October 28th</p><p>Time:   2:00 - 3:00 pm Eastern (11 am - 12:00 pm Pacific)</p><p>To register: <a href="https://www1.gotomeeting.com/register/519090752" onclick="return newWindow(this.href, 'regWebLink')">https://www1.gotomeeting.com/register/519090752</a></p><p>If you can't make it, but are interested in the topic, register anyway. We'll send you a recording link after the live webinar. Also, check out our <a href="http://www.activestrategy.com/webinar" target="_blank" title="Live and Archived Webinars">webinar archive</a> for more topics that may be of interest.</p><p>Hope to see you there!</p></div>
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    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/10/accelerating-your-baldrige-journey-free-webinar.html</feedburner:origLink></entry>
    <entry>
        <title>Healthcare: Quality Improvement for the Long Haul</title>
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        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a6096657970b</id>
        <published>2009-10-23T12:27:37-04:00</published>
        <updated>2009-10-23T12:27:37-04:00</updated>
        <summary>In a recent write up from HealthLeaders Media, Elyas Bakhtiari provided a great summary from a recent panel discussion in Chicago, The Hospital of the Future Now. The leaders on the panel suggested five strategies for improving healthcare outcomes, all of which stress performance management principles as ways to drive results in hospitals. The strategies included: </summary>
        <author>
            <name>Tim Mueller</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Strategy Execution in Healthcare" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="Balanced Scorecard" />
        <category scheme="http://sixapart.com/ns/types#tag" term="healthcare quality" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance improvement" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><span style="color: #111111; font-family: Arial;">In a recent write up from HealthLeaders Media, Elyas Bakhtiari provided a great summary from a recent panel discussion in Chicago, <em><a href="http://www.healthleadersmedia.com/content/240661/topic/WS_HLM2_LED/From-HealthLeaders-Media-09-Neverending-Quality-Improvement.html" target="_blank">The Hospital of the Future Now</a></em>. <span style="color: #111111; font-family: Arial;">The leaders on the panel suggested five strategies for improving healthcare outcomes, all of which stress performance management principles as ways to drive results in hospitals.</span></span><span style="color: #111111; font-family: Arial;">

</span><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;">The strategies included:

</span></span><ol style="font-family: yui-tmp;">
<span style="color: #111111; font-family: Arial;"><li><strong><em>Make quality permanent.</em></strong> The panelists made the point that we need to create a culture around quality, even setting quality as the foundation. I'd ask you to think about what you do to help make quality a key theme within your organization? What tools do you use to help keep your quality meetings timely and focused? Establishing a “rhythm” and an expected, repeatable approach to reviewing measures and the status of initiatives helps keep the quality message at the forefront.</li>
<li><strong><em>Seek the right outcomes.</em></strong> The panelists talked about getting to the core of the measures that make a difference. At <a href="http://www.activestrategy.com" target="_blank" title="ActiveStrategy Performance Management sofware &amp; consulting">ActiveStrategy</a>, we often describe this as identifying the “lagging vs. leading” measures. Does your organization report on “everything” – only to find that little to no gains are made over time? Focusing on the right set of metrics is a big key; it takes some work and targeted facilitation, but the impact is well worth the effort.</li>
<li><strong><em>Include a broad community.</em></strong> Here the panel was stressing the point of focusing not only on the outcomes of procedures, but also on the outcomes of the communities being served. Again, I think the question from a performance management standpoint is: do you have the right metrics? Do your measures capture the impact you have (or wish to make) on both short term and long term outcomes? Collaborative measures may also be appropriate for joint efforts in areas like childhood obesity prevention or rural health programming.</li>
<li><strong><em>Use technology to support, not drive, improvement.</em></strong> The panelists urged the attendees to beware of making technology a solution in itself. As you well know, with any implementation of technology, it’s the “meaningful use” of that tool or system that will help drive and sustain change.</li>
<li><strong><em>Get ready for integration.</em></strong> The panel suggested that while new models like medical homes and accountable care organizations show promise, healthcare leaders need to continue pursuing innovation and new solutions.</li>
</span></ol>

<p><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;">When a </span></span><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;"><a href="http://www.activestrategy.com/strategy_execution/balanced_scorecard_basics.aspx" target="_blank" title="Balanced Scoreard basics">Balanced Scorecard</a></span></span><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;"> performance management framework is <a href="http://www.activestrategy.com/strategy_execution/cascading_scorecards_accelerating_results.aspx" target="_blank" title="Cascading Scorecards overview">cascaded </a>and <a href="http://www.activestrategy.com/software_solutions/software_performance_management.aspx" target="_blank" title="Deploying Balanced Scorecards in software">deployed</a>, it supports these approaches perfectly. It helps an organization focus on quality in a broad, outcome-based, collaborative, and integrated way --</span></span><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;"> making the quality message and the quality culture “stick.” <br /></span></span></p><p><span style="color: #111111; font-family: Arial;"><span style="color: #111111; font-family: Arial;">Have you come up with strategies to make quality a key, enduring theme? Let me know in the comments!</span></span></p></div>
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    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/10/healthcare-quality-improvement-for-the-long-haul-.html</feedburner:origLink></entry>
    <entry>
        <title>Using Spreadsheets for Performance Management: Why They Work and Why They Don’t - Part 4</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/phqyPAzAI3s/performance-management-part-4.html" />
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        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a614b46b970c</id>
        <published>2009-10-05T10:25:15-04:00</published>
        <updated>2009-10-05T10:25:15-04:00</updated>
        <summary>If you’ve been following my previous posts in this series…and also know me and/or ActiveStrategy, you may have been wondering: Why is he praising Excel? Wasn’t ActiveStrategy created to replace Excel and other manual tools for performance management?

Yes, that’s true. And it’s also true that Excel is a great tool for the specific reasons and applications I blogged about.

But if you’re really trying to drive results at an enterprise level – trying to achieve the strategic outcomes your organization needs (and who isn’t?) – Excel is simply the wrong tool for that job</summary>
        <author>
            <name>ActiveStrategy</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Enabling Technology/Software" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="limitations of Excel" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management software" />
        <category scheme="http://sixapart.com/ns/types#tag" term="scorecard software" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml">If you’ve been following my previous posts in this series…and also know me and/or <a href="http://www.activestrategy.com/about_us/index.aspx" target="_blank" title="About ActiveStrategy">ActiveStrategy</a>, you may have been wondering: Why is he praising Excel? Wasn’t ActiveStrategy created to replace Excel and other manual tools for <a href="http://www.activestrategy.com/software_solutions/software_performance_management.aspx" target="_blank" title="ActiveStrategy Enterprise Performance Management software">performance management</a>?<br /><br />Yes, that’s true. And it’s also true that Excel is a great tool for the specific reasons and applications I blogged about. <br /><br />But if you’re really trying to drive results at an enterprise level – trying to achieve the strategic outcomes your organization needs (and who isn’t?) – Excel is simply the wrong tool for that job. When it comes to performance management, Excel has a tendency to lead you down a swirling rat hole of bad data and missed opportunities, or help you build a performance management framework that will collapse under its own weight. I know. I’ve been there.<br /><br />Why do I say this? Because although Excel is good with data, it is terrible for tracking action, ensuring accountability, and supporting a community of users that are trying to march together toward better performance and results.<br /><br />Let’s first look at how Excel falls down when it comes to <strong>driving action</strong>.<br /><br />As I’ve discussed before, data is only one ingredient for successful performance management. Another critical ingredient is action. The actions people take to learn why performance isn’t hitting targets. The actions people need to take to get performance back on track. Even the mundane actions people take to collect and report data and explain performance in one place. All of these actions are critical to <em>improving</em> rather than <em>reporting </em>results. And it is here that Excel begins to fall down.<br /><p>Excel is, by its nature, a single file of data. You can open it and run some macros that do things, but in general it isn’t going to actively move people along to complete actions. For example:</p><ul>
<li>Excel won’t email a person and/or the boss when he/she needs to explain why a measure didn’t hit its target. </li>
<li>Excel won’t capture the complete history of a portfolio of <a href="http://www.activestrategy.com/software_solutions/software_initiative_management.aspx" target="_blank" title="Initiative Management in ActiveStrategy Enterprise">initiatives</a>/strategic projects as they relate to the performance of a measure.</li>
<li>Excel doesn't make it easy to capture <a href="http://www.activestrategy.com/events_and_news/press_releases/091409.aspx" target="_blank" title="Action Item functionality in ActiveStrategy Enterprise v8.0">action items</a> during performance reviews or offer reminders and easy ways to follow up to make sure those action items get done. </li>
<li>Excel doesn’t understand the organization’s reporting hierarchy, so it won’t provide managers with a simple view of what their teams are working on. </li>
</ul>
<p>These are just a few examples -- some of which might be beyond what you're currently thinking about doing in a spreadsheet-based <a href="http://www.activestrategy.com/strategy_execution/balanced_scorecard_basics.aspx" target="_blank" title="Balanced Scorecard basics">Scorecard</a> or performance management framework. But support for these and other <em>actions </em>is critical if you really want to drive results. So here are some early warning signs that your performance management framework is starting to outgrow Excel: </p><ul>
<li>If you’ve started to think your single line “status” cells are not doing the trick, you are approaching the danger zone.</li>
<li>If your users are adding a paragraph or two of explanation to a cell and making the spreadsheet unwieldy, you may be in trouble.</li>
<li>If you are spending hours trying to format workbooks to print nicely, you are starting to feel the pain.  </li>
</ul>
Trying to create additional workbooks to hold longer explanations or to hold project milestones and status updates won’t solve the problem – it will make it worse. Maybe a very smart Excel administrator could overcome some of these problems. But, as you will see in my future posts, Excel's inability to drive action is only the tip of the iceberg.</div>
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    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/10/performance-management-part-4.html</feedburner:origLink></entry>
    <entry>
        <title>“Back to the Future” of Quality with Deming &amp; Baldrige</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/AoOyH1BZVEw/the-future-of-quality-back-to-the-future.html" />
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        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a5813d54970b</id>
        <published>2009-09-23T14:24:13-04:00</published>
        <updated>2009-09-23T17:06:39-04:00</updated>
        <summary>In the report from the Conference Board, Toddi Gutner and Mike Adams tell quality professionals they must “view themselves as more of a macro-leader, directly connecting their quality practices to business trends and top-line growth.” Better yet, the management team should lead quality; they can start by dusting off Deming’s Fourteen Points and the Baldrige Criteria.</summary>
        <author>
            <name>Christine Heflin</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Baldrige &amp; Performance Excellence" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="ActiveStrategy" />
        <category scheme="http://sixapart.com/ns/types#tag" term="Baldrige" />
        <category scheme="http://sixapart.com/ns/types#tag" term="Deming" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance excellence" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><p>I recently read a<span style="font-family: Arial;"> </span>report from the Conference Board Quality Council, <span class="pageHeader"><a href="http://http://www.conference-board.org/publications/describe.cfm?id=1635" target="_blank">A Leadership Prescription for the Future of Quality</a>,</span> that provoked a rant. So here it is.</p>
<p>It bugs me when TQM, Six Sigma, Lean, re-engineering, and Baldrige are treated as competing models rather than pieces of the same puzzle. The <em>frame </em>of the puzzle is the Baldrige Criteria, but all the other models fit nicely inside. It particularly irks me how, in the last few years, quality publications seem to be all about process improvement, leaving management off the hook for creating a strategic context and priorities for process improvement. I always took at this trend as “do as I say, not as I do.” Management can keep on being political and reactive, while telling the folks down in the trenches to change.</p>
<p>Well, that approach just doesn’t cut it. In the report from the Conference Board, the authors tell quality professionals they must “view themselves as more of a macro-leader, directly connecting their quality practices to business trends and top-line growth.” Better yet, the management team should lead quality; they can start by dusting off Deming’s Fourteen Points and the Baldrige Criteria.</p>
<p>Let’s get specific. The following are the <strong>“quality pitfalls"</strong> the authors identify, as well as my take on how they are avoided if quality is a <em>management system</em> within an organization (i.e. if an organization follows Deming's advice and applies Baldrige criteria).</p>
<p><strong>Emphasizing process over results</strong> – It is no accident that the Baldrige Criteria assign 360 points out of 1,000 to one of the seven categories: Results. No matter how elegant your processes are, if they don’t produce strategic results, you have nothing.</p>
<p><strong>Mis-aligning limited resources by working on lower-value items</strong> – A company could lose a lot of money doing less important things well. The Baldrige Criteria specifically ask “how do Senior Leaders create a focus on action to accomplish the organization's objectives?” The most common impediment to success is lack of focus. When management commits to too much, nothing gets done. In Deming’s words, management must create “constancy of purpose.” </p>
<p><strong>Diluting key measures that drive action aligned to bottom-line results</strong> – Baldrige Category 4 can solve this problem. I could quote several requirements, but for starters, how about 4.1 a(3): “how do you keep your performance measurement system current with business needs and directions?” A corollary to my assertion that the most common cause of failure is taking on too much is that the most common flaw in performance measurement is measuring too much. When everyone is frantically collecting data, there is no time to use it. Measurement systems with a lot of stuff no one cares about soon perish, along with the important measures that are obscured by volume.</p>
<p><strong>Implementing measures that drive conflicting or bad behavior</strong> – Let’s lateral the ball to Dr. Deming on this one. His tenth point of fourteen says: “eliminate slogans, exhortations, and targets for the work force asking for zero defects and new levels of productivity. Such exhortations only create adversarial relationships.” Not much commentary needed here, but I will add that the Baldrige Criteria require systematic review of measurements and their effects.</p>
<p><strong>Delegating quality leadership to departments, leading to lack of responsibility</strong> – Deming’s Fourteen Points are not addressed to the people who are low on the “depth chart.” All fourteen are the responsibility of top management. Many, if not everyone in the organization, should be involved, but there is no delegation in the Fourteen Points. “Management must awaken to the challenge, must learn their responsibilities, and take on leadership for change.”</p>
<p><strong>Acting as if quality is a destination rather than a sustaining, cultural norm</strong> – Point five of fourteen does the job here: “improve constantly and forever the system of production and service, to improve quality and productivity, and thus constantly decrease costs.” Lest we neglect the Baldrige Criteria, there is an entire item dedicated to workforce engagement with Deming’s “new philosophy.” </p>
<p><strong>Dismissing past knowledge versus evolving lessons learned into continuous improvement</strong> – Quoting Joan Rivers, “don’t get me started.” It used to be only Americans who wanted to know “what is the latest” rather than “what is the best.” Now the world has caught our affliction. The whole “flavor of the month” thing is a symptom of wanting to move on, rather than build on. TQM is almost a dirty acronym now, rather than an important movement that came and went not because of flawed concepts but because the concepts were not adopted at all levels.</p>
<p><strong>Deploying quality without context and expectations</strong> – To this point, I say "I rest my case." It’s "back to the future" for organizations to thrive. Process quality outside of organizational quality can save some bucks in a thriving economy in which stockholders simply don’t care about horizons over one year. But to dig out of an economic hole or sustain success for stakeholders, a systems approach <em>must </em>be extended to the big picture and <a href="http://www.activestrategy.com/ineedto/baldrige_performance_excellence.aspx" target="_blank" title="Pursuing Baldrige">the model</a> for doing that is right on the shelf; dust it off and “just do it.”</p><p>Want to see a real-world example of how the Baldrige model addresses these "quality pitfalls"? Read a Case Study about the <a href="http://www.activestrategy.com/about_us/coralsprings_case_study_p1.aspx" target="_blank" title="Coral Springs Case Study">City of Coral Springs</a>, a 2007 Baldrige recipient (and my previous employer). </p><p /></div>
</content>


    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/09/the-future-of-quality-back-to-the-future.html</feedburner:origLink></entry>
    <entry>
        <title>Quick Poll: Performance Management in Today's Business Climate</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/zLsAy4TBP30/take-our-poll-importance-of-performance-management-in-todays-climate.html" />
        <link rel="replies" type="text/html" href="http://www.strategyexecutionblog.com/2009/09/take-our-poll-importance-of-performance-management-in-todays-climate.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a5cc39b9970c</id>
        <published>2009-09-17T12:23:28-04:00</published>
        <updated>2009-09-17T12:23:28-04:00</updated>
        <summary>We'd like to know how the current economic times are impacting the way your organizations view Performance Management and Strategy Execution initiatives. Take this 1-question quick poll and leave comments with your thoughts on the topic! Online Surveys &amp; Market Research</summary>
        <author>
            <name>ActiveStrategy</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Performance Management" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;We'd like to know how the current economic times are impacting the way your organizations view Performance Management and Strategy Execution initiatives. Take this 1-question quick poll and leave comments with your thoughts on the topic!&lt;/p&gt;

&lt;!-- Altering or removing this link is a breach of the Vizu Terms and Conditions --&gt;&lt;div style="font-family:Arial, Helvetica, sans-serif; font-size:9px;height:20px;text-align:center;width:250px;margin:0;padding:0;letter-spacing:-.5px"&gt;&lt;a href="http://www.vizu.com" target="_blank"&gt;&lt;span style="color:#999;text-decoration:underline;font-size:9px;"&gt;Online Surveys&lt;/span&gt;&lt;/a&gt;&lt;span style="color:#999;"&gt;&amp;nbsp;&amp;amp;&amp;nbsp;&lt;/span&gt;&lt;a href="http://answers.vizu.com/market-research.htm" target="_blank"&gt;&lt;span style="color:#999;text-decoration:underline;font-size:9px;"&gt;Market Research&lt;/span&gt;&lt;/a&gt;&lt;/div&gt;&lt;embed src="http://wp.vizu.com/vizu_poll.swf" quality="high" scale="noscale" wmode="transparent" bgcolor="#ffffff" width="250" height="328" name="vizu_poll" align="middle" allowScriptAccess="always" type="application/x-shockwave-flash" FlashVars="js=false&amp;pid=181854&amp;ad=false&amp;vizu=true&amp;links=true&amp;mainBG=0099cc&amp;questionText=eeeeee&amp;answerZoneBG=EEEEEE&amp;answerItemBG=FFFFFF&amp;answerText=000000&amp;voteBG=ff9900&amp;voteText=000000"&gt;&lt;/embed&gt;&lt;/div&gt;
</content>


    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/09/take-our-poll-importance-of-performance-management-in-todays-climate.html</feedburner:origLink></entry>
    <entry>
        <title>Webinar This Thursday: Balanced Scorecard Fundamentals</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/dsJOQnWPSxs/webinar-this-thursday-balanced-scorecard-fundamentals.html" />
        <link rel="replies" type="text/html" href="http://www.strategyexecutionblog.com/2009/09/webinar-this-thursday-balanced-scorecard-fundamentals.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a5c35d21970c</id>
        <published>2009-09-14T11:30:00-04:00</published>
        <updated>2009-09-14T11:30:00-04:00</updated>
        <summary>If you (or your colleagues) are new to the Balanced Scorecard management framework, this week's free webinar (Balanced Scorecard Fundamentals) is ideal. </summary>
        <author>
            <name>ActiveStrategy</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Balanced Scorecards" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Best Practices &amp; Tips" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="ActiveStrategy" />
        <category scheme="http://sixapart.com/ns/types#tag" term="Balanced Scorecard" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management software" />
        <category scheme="http://sixapart.com/ns/types#tag" term="webinar" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><p>If you (or your colleagues) are new to the Balanced Scorecard management framework, this week's free webinar is ideal. We'll be covering these topics:</p><p>-Balanced Scorecard terminology review</p><p>-Steps to translate a strategic plan into a top-level Balanced Scorecard</p><p>-Overview of how to "cascade" Balanced Scorecards to lower levels</p><p>-Best practices to think about &amp; pitfalls to avoid</p><p>-Live Q&amp;A</p><p><strong>Balanced Scorecard Fundamentals</strong></p><p>Thursday, September 17th </p><p>2:00-3:00 pm Eastern Daylight Time (which is 11:00 am Pacific Daylight Time)</p><p><a href="https://www1.gotomeeting.com/register/182473529" target="_blank" title="Webinar registration page">Register here</a> for this free webinar. We'll also record the session, so if you can't make the live event, register anyway and we'll send you a link after the event.</p><p>Feel free to forward this to any colleagues or friends who you think might be interested in this topic.</p><p>Also check out our list of archived <a href="http://www.activestrategy.com/events_and_news/live_archived_webinars.aspx" target="_blank" title="ActiveStrategy Webinar Archives">webinars</a>, including more advanced topics on Balanced Scorecards, selecting measures, <a href="http://www.activestrategy.com/software_solutions/software_overview.aspx" target="_blank" title="ActiveStrategy performance management software overview">ActiveStrategy Enterprise</a> performance management software, and client case study webinars.</p><p /><p><a href="https://www1.gotomeeting.com/register/182473529" onclick="return newWindow(this.href, 'regWebLink')"><br /></a></p></div>
</content>


    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/09/webinar-this-thursday-balanced-scorecard-fundamentals.html</feedburner:origLink></entry>
    <entry>
        <title>Using Spreadsheets for Performance Management: Why They Work and Why They Don’t - Part 3</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/fK08BwauxjY/10.html" />
        <link rel="replies" type="text/html" href="http://www.strategyexecutionblog.com/2009/08/10.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-53430400</id>
        <published>2009-08-26T08:33:00-04:00</published>
        <updated>2009-08-28T13:45:54-04:00</updated>
        <summary>Excel makes it easy to generate reports with nicely formatted data and charts. There are built in templates to get you started. You can create just about and chart you can thing of and tweak it’s colors, data points, legends, series labels, and on and on and on.</summary>
        <author>
            <name>Jeff Bunting</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Enabling Technology/Software" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Performance Management" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="ActiveStrategy" />
        <category scheme="http://sixapart.com/ns/types#tag" term="Balanced Scorecards" />
        <category scheme="http://sixapart.com/ns/types#tag" term="Excel" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management software" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><p><span style="font-family: Arial;"><em>Note: This is a new series in which I'll be discussing the pros and cons of using spreadsheet tools for performance management.</em> See the <a href="http://www.strategyexecutionblog.com/2009/07/8.html" target="_blank" title="Using Spreadsheets for Performance Management - Part 1">intro/background post</a> and <a href="http://www.strategyexecutionblog.com/2009/07/9.html.html%20%20Edit" target="_blank" title="Excel is everywhere and easy">part 2 (it's everywhere and it's easy)</a>. <br /><strong><br />Part 3: </strong></span><strong>Pros – Excel is powerful and flexible.<br /></strong></p><p>Long ago, on my first day of my first job, I made a fool of myself. My new boss was describing some things I’d be doing and used the phrase “add new breaks to existing reports.” I asked what breaks were. He looked at me stunned and said “Good lord, haven’t you ever written a program?” </p><p>Well I had written lots of programs to get my degrees in Computer Science. But in school we wrote programs that <a href="http://www.lalena.com/AI/Tsp/" target="_blank" title="Example program">did </a>things. In the real world, most people wrote programs that generated reports. Sure there were <a href="http://www.webopedia.com/TERM/R/report_writer.html" target="_blank" title="Report writing tools">tools to help</a>, but creating a report basically meant writing a program to get, assemble, format, and print data. </p><p>Skip forward to today. Yes, lots of people still write programs to generate reports. But I’d bet most reports are made with Excel. That “break” the tripped me up is simply a column subtotal. Excel makes it easy to have any number of levels of subtotals. You can show all levels, pick your level, or drill though levels. You can automatically color code different summary levels. You can specify headers and footers. </p><p>Excel makes it easy to generate reports with nicely formatted data and charts. There are built in templates to get you started. You can create just about and chart you can thing of and tweak it’s colors, data points, legends, series labels, and on and on and on. </p><p>Mere mortals can even pull data from databases to generate reports. Heck, some people use Excel as a database. It works great for disciplined managers who can get a report exactly like the want it as well as for type of manager that changes what they want to look at every month. </p><p>Excel is also more powerful than most people think. If you are really adventurous (or crazy) you can have spreadsheets with <a href="http://www.contextures.com/xlfaqApp.html" target="_blank" title="Excel FAQ">1,048,576 rows and 16,384 columns</a>. That would give you enough cells to record the name of every person on earth. And the names of their pets.* </p><p>So Excel is a flexible, powerful reporting solution. Next time we will see that it is also an analysis tool. Then we will see how this ease of use, flexibility, and power induces an unwarranted sense of security for people trying to use it to really drive business results.</p><p>In the meantime, if you'd like a sneak peek into some of the challenges organizations face trying manage scorecards and dashboards in Excel, check out our "Top 10" list of <a href="http://www.activestrategy.com/software_solutions/signs_scorecards_have_outgrown_excel.aspx" target="_blank" title="Ten Signs Your Scorecards Have Outgrown Excel">signs your scorecards have outgrown Excel</a>.</p><p> 


*(believe me, I did the math)
</p></div>
</content>


    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/08/10.html</feedburner:origLink></entry>
    <entry>
        <title>Scorecards in Government: How Carson City Went From "0 to 60" Fast</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/qfNSEV7yDjs/scorecards-in-government-how-carson-city-went-from-0-to-60-fast.html" />
        <link rel="replies" type="text/html" href="http://www.strategyexecutionblog.com/2009/08/scorecards-in-government-how-carson-city-went-from-0-to-60-fast.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a56e6a8b970c</id>
        <published>2009-08-24T11:55:15-04:00</published>
        <updated>2009-08-24T11:55:15-04:00</updated>
        <summary>Join us this Wednesday, August 26th for a free webinar case study of one small government -- Carson City, NV, population 58,000 -- and their rapid implementation of scorecards, performance measures, and ActiveStrategy Enterprise software to automate the framework.</summary>
        <author>
            <name>ActiveStrategy</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Best Practices &amp; Tips" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Enabling Technology/Software" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="balanced scorecard" />
        <category scheme="http://sixapart.com/ns/types#tag" term="government" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance management" />
        <category scheme="http://sixapart.com/ns/types#tag" term="performance measures" />
        <category scheme="http://sixapart.com/ns/types#tag" term="webinar" />
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
<div xmlns="http://www.w3.org/1999/xhtml"><p><font face="arial,verdana,helvetica" id="t" size="2">Join us this Wednesday, August 26th for a free webinar case study of one small government -- Carson City, NV,
population 58,000 -- and their rapid implementation of <a href="http://www.activestrategy.com/strategy_execution/balanced_scorecard_basics.aspx" target="_blank" title="Balanced Scorecard Basics">scorecards</a>,
performance me</font><span id="t" size="2" style="font-family: arial,verdana,helvetica;">asures, an</span><font face="arial,verdana,helvetica" id="t" size="2">d <a href="http://www.activestrategy.com/software_solutions/software_overview.aspx" target="_blank" title="ActiveStrategy Enterprise overview">ActiveStrategy Enterprise</a> software to
automate the framework. <a href="http://activestrategy.typepad.com/.a/6a00e0097e29cd88330120a56e64db970c-pi" style="float: right;"><img alt="Carson City logo G2M size" border="0" class="at-xid-6a00e0097e29cd88330120a56e64db970c " src="http://activestrategy.typepad.com/.a/6a00e0097e29cd88330120a56e64db970c-800wi" style="margin: 0px 0px 5px 5px;" title="Carson City logo G2M size" /></a> <br /></font></p><p><span id="t" size="2" style="font-family: arial,verdana,helvetica;">This session will be helpful for any public sector organization -- as well as other organizations with lean resources -- interested in "kick starting" a performance management and measurement effort.<br /></span></p><p>The webinar runs from 2-3 pm Eastern Daylight Time this Wednesday (8/26). To register follow this link: <a href="https://www1.gotomeeting.com/register/685658001" target="_blank" title="Registration page">https://www1.gotomeeting.com/register/685658001 </a></p><font face="arial,verdana,helvetica" id="t" size="2">
</font><p><font face="arial,verdana,helvetica" id="t" size="2">Despite very limited resources, Carson City government has gone
from having only a loosely defined strategy and a predominantly
reactive culture -- to having a comprehensive top-level scorecard,
several cascaded scorecards, and a total of almost 700 new performance
metrics automated and reviewed in software -- all in less than one
year. </font></p><font face="arial,verdana,helvetica" id="t" size="2">During this webinar, you'll hear directly from Linda Ritter, the former City Manager who is
managing this effort for Carson City as a special project. She’ll talk
about why and how she got the effort started, who has been involved,
and what results they’ve seen to date.
<br />
<br />We’ll include time at the end of the session to answer your questions.
<br />
</font><p><font face="arial,verdana,helvetica" id="t" size="2">If you’re unable to attend
the webinar live, but are interested in the topic, please <a href="https://www1.gotomeeting.com/register/685658001" target="_blank" title="Registration page">register </a>anyway. We’ll
send you a link to view the recording after the webinar.</font></p></div>
</content>


    <feedburner:origLink>http://www.strategyexecutionblog.com/2009/08/scorecards-in-government-how-carson-city-went-from-0-to-60-fast.html</feedburner:origLink></entry>
    <entry>
        <title>Lessons from a Successful Turnaround at One Public Hospital</title>
        <link rel="alternate" type="text/html" href="http://feedproxy.google.com/~r/TheGlue/~3/Q0L4nelib8I/todays-wall-street-journal.html" />
        <link rel="replies" type="text/html" href="http://www.strategyexecutionblog.com/2009/08/todays-wall-street-journal.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00e0097e29cd88330120a5295207970c</id>
        <published>2009-08-07T11:56:21-04:00</published>
        <updated>2009-08-07T11:13:34-04:00</updated>
        <summary>Today, in a Wall Street Journal Health online article titled “Mending the Hospital Safety Net”, the author talks about a hospital that turned itself around financially  -- not through government monetary infusions, but by applying internal discipline, creating focus, and enforcing accountability.</summary>
        <author>
            <name>Tim Schanne</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Strategy Execution in Healthcare" />
        
        <category scheme="http://sixapart.com/ns/types#tag" term="hospital turnaround" />
        <category scheme="http://sixapart.com/ns/types#tag" term="James Valenti" />
        <category scheme="http://sixapart.com/ns/types#tag" term="strategy execution" />
        
<content type="html" xml:lang="en-US" xml:base="http://www.strategyexecutionblog.com/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;Today, in&amp;#0160;a Wall Street Journal Health online article titled “&lt;a href="http://online.wsj.com/article/SB124964324211614095.html" target="_blank" title="Turnaround at R.E. Thomason Hospital"&gt;Mending the Hospital Safety Net&lt;/a&gt;”, the author talks about a hospital that turned itself around financially&amp;#0160; -- not through government monetary infusions, but by applying internal discipline, creating focus, and enforcing accountability.&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;br /&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;This story resonated with me because of the emphasis on changing the culture to one that is based upon ensuring successful &lt;a href="http://www.activestrategy.com/strategy_execution/the_strategy_execution_evolution.aspx" target="_blank" title="What is Strategy Execution?"&gt;strategy execution&lt;/a&gt;.&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;br /&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;Here&amp;#39;s an excerpt explaining CEO James Valenti&amp;#39;s take on what worked:&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt 40px;"&gt;&lt;em&gt;&amp;quot;He says he did it by using the &amp;quot;the private-practice business model&amp;quot;
and applying it to the public hospital: he demanded individual
accountability and financial accountability; he developed a clear
strategic plan, and recruited people who could execute the plan; he
changed the culture from one of inertia, defeat and pessimism, to one
of excitement and belief in the future.&amp;quot;&lt;/em&gt;&lt;/p&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/span&gt;&lt;/p&gt;
&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;The
article goes on to describe how far Valenti went to ensure his strategic plan would succeed
-- which required support from all of its diverse stakeholders. He made &amp;quot;&lt;/span&gt;up to three speeches a day to different community groups, selling them
the hospital&amp;#39;s mission and strategic plan. He won over the city
council, the hospital board, law enforcement and the public with his
singular vision of where the hospital needed to be.&amp;quot;&lt;/p&gt;
&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;br /&gt;
&lt;/span&gt;&lt;/p&gt;
&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;&lt;span&gt;Why was this hospital able to achieve success when so many others can&amp;#39;t? Clearly Valenti&amp;#39;s leadership and unwillingness to accept&lt;/span&gt; business-as-usual was key. But just as importantly, he articulated a clear plan and ensured it was executed well&lt;em&gt;.&lt;/em&gt;&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;&lt;br /&gt;&lt;p class="MsoNormal" style="margin: 0in 0in 0pt;"&gt;&lt;span style="font-size: 10pt; font-family: Arial;"&gt;As this turnaround at one El Paso hospital shows, pairing the right &lt;em&gt;strategic focus&lt;/em&gt; with &lt;em&gt;accountability for results&lt;/em&gt;, is the right medicine for ailing institutions of all kinds.&lt;o:p&gt;&lt;/o:p&gt;&lt;/span&gt; 
&lt;/p&gt;&lt;p&gt;&lt;/p&gt;
&lt;p&gt;&lt;/p&gt;&lt;/div&gt;
</content>


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