Organizational Performance Analysis
Collecting and analyzing internal (company) and external (industry, customers, competitors) data in order to achieve the organization's value proposition and maximize profitability while minimizing risk.
Level 1 Introductory: Demonstrates introductory understanding and ability and, with guidance, applies the competency in a few, simple situations. Can direct people to the appropriate source for further information.
BEHAVIORS
- Explains basic business performance metrics and competitive environment.
- Identifies appropriate Key Performance Indicators and their use in business decision-making.
- Gathers data for input into Key Performance Indicators.
QUESTIONS
- Can you describe a time when you provided input for key performance indicators?
Probing Questions
* What was the KPI being used to measure?
* What information were you providing?
* Where did you get the information?
* What was the result?
Level 2 Basic: Demonstrates basic knowledge and ability and, with guidance, can apply the competency in common situations that present limited difficulties.
BEHAVIORS
- Identifies the relative merit of the tools and systems available for analysis of business performance.
- Describes the basic business performance metrics and their potential application.
- Describes basic information of the industry, customers and competitors.
- Prepares basic performance analysis reporting, including calculating Key Performance Indicators based on the organization’s identified requirements.
QUESTIONS
- Describe a time when you developed a basic key performance indicator for an organization.
Probing Questions
* What was the KPI being used to measure?
* Where did you get the data?
* How did the KPI affect management decision-making?
* What was the result?
Level 3 Intermediate: Demonstrates solid knowledge and ability, and can apply the competency, with minimal or no guidance, in the full range of typical situations. Would require guidance to handle novel or more complex situations.
BEHAVIORS
- Identifies business issues and opportunities by analyzing financial and non-financial data.
- Explains in detail the industry, customers and competitors.
- Performs analysis of current business and compares it to standard benchmark measures.
- Evaluates viability and risk to business performance by conducting scenario analysis.
- Designs Key Performance Indicator reporting and communication methods.
QUESTIONS
- Describe a time when you identified a business issue by analyzing internal and external financial and non-financial data.
Probing Questions
* What was the issue identified?
* How did you identify it?
* How did you communicate it to management?
* What was the result?
Level 4 Advanced: Demonstrates advanced knowledge and ability and can apply the competency in new or complex situations. Guides other professionals.
BEHAVIORS
- Uses industry, competitor and customer knowledge to make recommendations supporting short- and long-term decisions to maximize value.
- Anticipates future market or industry trends to drive business performance decisions.
- Identifies risks associated with business performance and strategies.
- Evaluates the seriousness of risks associated with business performance and strategies.
- Identifies Key Performance Indicators that concisely measure and predict organizational performance.
QUESTIONS
- Describe a time when you made a recommendation to management based on an analysis of internal and external financial and non-financial data.
Probing Questions
* What was the recommendation?
* What was the basis for formulating the recommendation?
* How did you communicate it to management?
* What was the result?
Level 5 Expert: Demonstrates expert knowledge and ability, and can apply the competency in the most complex situations. Develops new approaches, methods or policies in the area. Is recognized as an expert, internally and/or externally.
BEHAVIORS
- Establishes an infrastructure that supports effective partner relationships (e.g., principles and frameworks for assessing the value of partnerships).
- Develops policies, processes and controls that govern profitable decision making.
- Aligns the roles of stakeholders (pricing, sales, marketing, costing and operations) with profitability goals.
- Identifies changes in the environment, organization, and objectives that may impact which Key Performance Indicators are relevant to the organization.
QUESTIONS
- Describe a time when you identified new or changed performance measures to be used to guide decision-making.
Probing Questions
* What were the performance measures?
* How did you identify them?
* How did you communicate them and create buy-in from the users?
* What was the result?