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Strategic Scorecards and Employee Awards

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Strategic Scorecards and Employee Awards
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Strategic Scorecards and Employee Awards document sample

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By Action Number









Archived Information

ONE-ED ACTION PLAN

Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Human Capital 1 Create a national recruitment OM Senior Officers Started 30-Jun-02 Leidinger, Plan has been completed and 82

network with key university Trietsch, Lara is currently in clearance.

programs, especially graduate

programs in public affairs,

public administration,

financial management, and

information technology

Human Capital 2 Expand innovative strategies OM Senior Officers Started 30-Jun-02 Trietsch, 84

to recruit employees, Executive

including notification in trade Officers, Bell

publications and state agencies



Strategic Sourcing 3 Review resources needed OCFO Started 15-Jul-02 Martin, Perry

within OCFO to conduct

competitions.

Human Capital 4 Implement a five-tier OM Started 31-Jul-02 Leidinger, System designed. Under 120

performance appraisal system. Trietsch, Allen, Union negotiation.

Keenan

Human Capital 5 Mandate Individualized OM Senior Officers Started 30-Nov-02 Leidinger, Policy to address budget 166,

Development Plans for Trietsch, Derr, implications. 167,

employees, linked to Holly 168

performance appraisal

process.

Human Capital 6 Implement entrance survey OM Started 30-Sep-02 Leidinger

process.

Human Capital 7 Revise training on OM Started 30-Sep-02 Leidinger, The revised training should

performance management for Trietsch, include training on

supervisors with a special Malebranche, developing performance

focus on new supervisors. Derr standards.

Human Capital 8 Revise and publicize new OM Started 30-Sep-02 Trietsch, Allen, 126

“disciplinary standards” to Malebranche

help ensure that discipline is

applied consistently.

Human Capital 9 Publicize special hiring OM Executive Officers Started 30-Sep-02 Leidinger, Initial distribution of 169

authorities (e.g., outstanding Trietsch, Allen recruitment hiring tools

scholars, PMI's, excepted brochure completed.

service) and encourage Additional action to follow.

managers to use those

authorities.

Strategic Sourcing 10 Establish new Strategic EMT Started 30-Sep-02 Hansen

Investment Office (SIO) to

assist in conducting the

Strategic Investment Process

throughout the organization.

Human Capital 11 Update the policy for OM Senior Officers Started 30-Sep-02 Leidinger, The Blueprint action called 171

reviewing probationary Trietsch, Allen for panels within in each

employees before they are program office. The One-

allowed to receive career ED action item does not call

status. for panels within each

program office because this

may not be the appropriate

process.







*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 1 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Action Number









Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Human Capital 12 Create partnerships between OM ODS ERB Started 15-Nov-02 Leidinger 170

human resource service

providers and management

teams to monitor retirement

eligibility of key leaders and

identify potential sources for

recruiting people with critical,

hard-to-find skills

Human Capital 13 Redesign the Department's OM Started 31-Dec-02 Leidinger,

employee orientation program Trietsch, Derr,

to help for both employees Scislowicz

and contractors understand

how their roles fit into the

Department's mission.

Human Capital 14 Develop and use manager OM Started 31-Dec-02 Leidinger,

survey to assess changes in Trietsch, Derr

performance due to training.

Human Capital 15 Implement training in ethics OGC Started 31-Jan-03 88,

(high risk area identified in 123

Blueprint).

Human Capital 16 Speed hiring by expanding the OM Started 31-Mar-03 Leidinger,

capacity of EDHires for Trietsch, Bell

applicants outside the

Department.

Human Capital 17 Ensure on-site college courses OM Senior Officers Started Ongoing Trietsch, Derr, 87

and certificate programs are Executive

developed, as needed. Officers,

Davidson,

Schweikert,

Strenglein



Human Capital 18 Bring in speakers who are our OPA Assistant Secretaries Started Ongoing Hobbs 176

customers (e.g., school

superintendents, grant

recipients, chief school

officers, financial aid

administrators, accrediting

agencies) to help employees

understand the impact of their

work, customer needs, etc.

Human Capital 19 Use retreats, management EMT OM Started Quarterly Leidinger

meetings and seminar to help

managers work on common

issues and build a feeling on

"One-ED" among our

leadership team.

Human Capital 20 Review progress with the ODS Senior Officers 27-Jun-02 Quarterly Secretary

Senior Leadership Team on

implementing One-ED









*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 2 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Action Number









Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Human Capital 21 Communicate to all employees OS EMT OM 27-Jun-02 Quarterly Secretary (Relates to BP # 115 and 118,

the Department's values, the 121.) This is the One-ED 157

desired outcomes of One-ED, Communication Plan. Kick-

including a Culture of off at June SES meeting.

Accountability and linking

performance

expectations/awards to the

Strategic Plan; the desired

behaviors of managers and

employees, including

recognition of training,

recruitment, and performance

management as "investment

activities," not activities that

interrupt so-called "real-

work."

Human Capital 22 Review progress on building ODS Senior Officers 27-Jun-02 Weekly Secretary

One-ED at each Senior

Leadership Team meeting.

Human Capital 24 Implement training to support OM 1-Nov-02 31-Jan-03 Leidinger, 166,

effective use of individualized Trietsch, Derr, 167,

development plans. Holly 168

Strategic Sourcing 25 Train individuals responsible OCFO SIO 1-Jul-02 31-Jul-02 Perry

for conducting strategic

investment process for human

resources business functions.

Human Capital 26 Develop system to track hiring OM 1-Jul-02 31-Dec-02 Leidinger Need to ensure that

actions and calculate hiring POC's/XO's/Managers are

cycle. brought into the tracking

process to ensure that focus

in on the full recruitment

cycle.

Human Capital 27 Form a team of employees to OM OCIO 1-Jul-02 31-Dec-02 Leidinger 85

develop statements of work

that use knowledge

management to a) create an

inventory of employee skills,

b) document "how things

work" in ED, and c) record

best educational practices.

Strategic Sourcing 28 Apply strategic investment OM SIO 15-Jul-02 3-Jan-03 Leidinger

process to human resources

business functions.*

Strategic Sourcing 29 Apply strategic investment OM SIO 15-Jul-02 3-Jan-03 Leidinger 138

process to FSA human

resources business functions.*

Human Capital 30 Create and use organization ODS Senior Officers 30-Jul-02 31-Jan-03 Walkup Template available. The

scorecards to assess scorecards should reflect

organization performance and strategic plan metrics for the

link them to individual quarter ending 12/31/02.

performance and

accomplishment of the

Strategic Plan.

Human Capital 31 Publicize human capital OM Senior Officers Executive 30-Jul-02 Ongoing Leidinger Roles and responsibilities

management roles and Offices are drafted.

responsibilities of human

resources service providers,

managers, and employees.





*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 3 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Action Number









Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Human Capital 32 Use metrics to ensure that EMT Senior Officers 30-Jul-02 Quarterly Hansen A template with proposed

outcomes of human capital measures has been

policies and programs are developed.

being achieved.

Strategic Sourcing 33 Assess the effectiveness of the OCFO SIO 1-Aug-02 30-Sep-02 Perry

training provided to the

individuals responsible for

conducting the strategic

investment process for human

resource business functions.

Human Capital 34 Update guidance requiring OM ODS 3-Aug-02 15-May-03 Leidinger, 124

awards to align with Trietsch, Allen

accomplishments in the

Strategic Plan.

Strategic Sourcing 35 Apply strategic investment OCFO SIO 15-Aug-02 3-Feb-03 Martin

process to payment processing

business functions.*



Strategic Sourcing 36 Apply strategic investment OGC SIO 15-Aug-02 3-Feb-03 Jones

process to legal review

business functions.*

Strategic Sourcing 37 Apply strategic investment OIG SIO 15-Aug-02 3-Feb-03 Lewis

process to audit review

business functions.*

Human Capital 38 Develop a system to track OM 1-Sep-02 31-Dec-02 Leidinger, System should capture

individual training profiles and Trietsch, Derr, completion of program

progress in learning tracks. Hickey management, contract

management, and other

certification programs.

Human Capital 39 Implement the leadership and OM 30-Sep-02 31-Aug-03 Leidinger 86,

succession-planning model by 170

the end of the 2002-03 rating

cycle.

Human Capital 40 Implement "learning tracks" in OM Senior Officers 30-Sep-02 Ongoing Leidinger, This learning track addresses

professional development for Trietsch, Derr, core competencies for all

all employees in business and Henderson employees.

communication.

Human Capital 41 Implement leader and OM 30-Sep-02 Ongoing Leidinger, Evaluate as new leadership 86,

management development Trietsch, Derr, model is implemented. 170

learning tracks. Allen

Strategic Sourcing 42 Based on the assessment of OCFO SIO 1-Oct-02 31-Oct-02 Perry

the effectiveness of the

strategic investment training,

revise the training, if

necessary, and establish a

training schedule for the

remaining individuals that will

be responsible for conducting

the strategic investment

process for the business

functions outlined in the

action plan.

Human Capital 43 Establish delegated examining OM 1-Oct-02 31-Jan-03 Leidinger,

unit to enable expansion of Trietsch, Bell

EDHires.









*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 4 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Action Number









Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Strategic Sourcing 44 Apply strategic investment OCIO FSA SIO 1-Oct-02 22-Mar-03 Luigart

process to duplicative

information technology

business functions.*

Human Capital 45 Work on competencies OM OERI 1-Jan-03 31-Jul-03 Leidinger, 72

identification for research (a Trietsch, Derr,

Department core business Henderson

line)

Human Capital 46 Work on competencies OM OCR 1-Jan-03 31-Aug-03 Leidinger, Competencies have already 72

identification for enforcement Trietsch, Derr, been identified for grants

(a Department core business Henderson and student aid. Additional

line) competencies will be

identified through the

Strategic Investment

Process.

Strategic Sourcing 47 Apply strategic investment OCFO FSA SIO 1-Feb-03 23-Jul-03 Martin

process to duplicative

acquisition business

functions.*

Human Capital 48 Assess employees for OM OERI 1-Jun-03 31-Aug-03 Leidinger

identified research

competencies.

Strategic Sourcing 49 Apply strategic investment OPE FSA SIO 15-Jun-03 4-Dec-03 Stroupe 139

process to duplicative policy

business functions.*

Human Capital 50 Assess and update the ODS OM Senior Officers 30-Jun-03 Annually Hansen

Department's One-ED plan.

Human Capital 51 Evaluate the EDPAS OM 30-Aug-03 30-Nov-03 Leidinger,

performance appraisal system Trietsch

to determine whether more

useful appraisals are being

made and appraisals and

awards are being aligned with

the Strategic Plan.

Human Capital 52 Develop training for research OM OERI 1-Sep-03 30-Apr-04 Leidinger,

competency. Trietsch, Derr,

Henderson

Human Capital 53 Implement "learning tracks" OM Assistant Secretaries 30-Sep-03 Ongoing Leidinger, TDG will track employee 166

that identify required skills Trietsch, Derr, enrollment and completion.

and related technical Henderson Grant certification program

development training courses under development.

for employees working in

financial management,

program evaluation, and

grants administration.

Human Capital 54 Assess employees for OM OCR 1-Oct-03 31-Dec-03 Leidinger,

identified enforcement Trietsch, Derr,

competencies. Henderson

Strategic Sourcing 55 Apply strategic investment OCFO FSA SIO 1-Oct-03 21-Mar-04 Martin 14

process to duplicative

financial management

business functions.*

Strategic Sourcing 56 Apply strategic investment Assistant SIO 1-Oct-03 21-Mar-04 Hansen Must respond to 10/24/01 10,

process to grant & program Secretaries OIG recommendations on 21,

review related business discretionary grants. 137

functions.*









*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 5 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Action Number









Objective No. Action Action Action Owners (2) Action Start Completion Responsible MIT Leads Comments BP Plan Ex 

(HC, SS, R) Owners (1) Owners (3) Date Date Persons # Status Status

Human Capital 57 Develop training for OM OCR 1-Jan-04 30-Jun-04 Leidinger,

enforcement competencies. Trietsch, Derr,

Henderson

Human Capital 58 Provide training for research OM OERI 1-Jun-04 30-Sep-04 Leidinger,

competencies. Trietsch, Derr,

Henderson

Human Capital 59 Provide training for OM OCR 1-Aug-04 30-Nov-04 Leidinger,

enforcement competency. Trietsch, Derr,

Henderson

Strategic Sourcing 60 Apply strategic investment Assistant SIO 1-Oct-04 22-Mar-05 Hansen

process to remaining program Secretaries

office business functions.*

Human Capital 61 Assess impact of performance OM OERI 31-Jan-05 30-Jun-05 Leidinger,

of research competencies. Trietsch, Derr,

Henderson

Human Capital 62 Assess impact of performance OM OCR 30-Jul-05 31-Aug-05 Leidinger,

of enforcement competencies. Trietsch, Derr,

Henderson

Human Capital 63 Implement , consistent with EMT Immediately Two Months Leidinger 89

OPM requirements and After Act After Act Passes

Department needs, the Passes

administration's Managerial

Flexibility Act.









*Refer to Expected Timeline for Typical Strategic Investment Process - Tab 10. 6 aeb6fdca-0134-4606-9f4a-7f297b09c921.xls

By Primary Owner









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By Primary Owner









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By Secondary Owner









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By Tertiary Owner









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By Tertiary Owner









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By Tertiary Owner









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By Date









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By Date









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By Date









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By Date









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By Progress









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By Progress









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By Progress









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By Progress









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By Progress









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By Progress









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By Progress









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By Progress









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By OMB Interest









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By OMB Interest









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Key





Action is under control; on track





Yellow Merits continued monitoring by

senior management (e.g.,

coverage in weekly reports and

one-on-one meetings)



Red

Merits immediate intervention

by senior management

(e.g., senior management

decision, resource allocation,

organizational change,

communication to outside

decision maker)





Additions to Action Plan after

Blue Text Blueprint Publication



Italics Date changed after Blueprint

Publication



Date Plan Indicator Changed to Yellow

Changed Yellow.



Indicator Increase/Decrease since prior



Change report 



Report Disseminated to EMT and their

Frequency Designees weekly.

(Wednesdays 9 AM)









aeb6fdca-0134-4606-9f4a-7f297b09c921.xls


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