Performance Management Audit/Planning Document

Performance Management Project Self-Audit

Many performance projects lack an overall plan. If one does exist it is often not in a format that can be easily shared with all key stakeholders. Both situations result in poor communications and expectation setting which lead to projects that take longer, cost more, and are not as well received by end users.

This free tool from BPM Partners will enable you to create a basic performance management plan that can be used as part of internal project planning discussions. This can be used for a brand-new project or the next phase of an ongoing project.

When you complete and submit this 11-question form experts at BPM Partners will:

Provide a customized, presentation-ready planning document with embedded best practices. This will be sent via email shortly after form submission.
Offer feedback on project feasibility based on scope, budget, and timeframe. This feedback will be provided in an optional follow-up phone call.
Suggest a list of vendors that appear to meet your high-level requirements. This vendor list will also be delivered during the optional follow-up phone call.

While not as comprehensive or in-depth as our Audit/Roadmap Workshop, this self-audit will get you thinking and talking about the right things to help ensure project success.

Self-Audit Form:
1. What are the primary performance management areas of interest?
Budgeting	low medium high
Planning	low medium high
Forecasting	low medium high
Financial Reporting	low medium high
Financial Consolidation	low medium high
Dashboard/Scorecards/KPIs	low medium high
Advanced Analytics (predictive, profitability analysis, tax integration)	low medium high
2. What are the business capabilities desired as a result of this initiative ?
Profitability Analysis and Optimization	low medium high
External Benchmarking	low medium high
Enhanced Reporting	low medium high
Predictive Analytics	low medium high
Incentive Compensation Management	low medium high
Governance, Risk, and Compliance	low medium high
Enterprise Risk Management	low medium high
Quality Improvement	low medium high
Income Tax Provisioning and Planning	low medium high
Support for IFRS	low medium high
Continuous Forecasting / Scenario Analysis	low medium high
Driver-based Forecasting	low medium high
Cash Flow Management	low medium high
Workforce / Human Capital Management	low medium high
Expense Management	low medium high
Sustainability Reporting	low medium high
3. What are the current business challenges that you want to address as a result of this initiative ?
Improve External Reporting / Closing Cycle Time	low medium high
Improve Management Reporting	low medium high
Reduce Labor / Costs	low medium high
Fix Painful Process	low medium high
Compliance	low medium high
Need for Enhanced Planning Frequency, Agility	low medium high
Gain Strategic Alignment	low medium high
Improve Business Performance / Bottom Line Profitability	low medium high
Achieve One Version of the Truth	low medium high
Improve Operational Analytics	low medium high
Address IFRS or other Statutory Reporting Requirements	low medium high
Improve Corporate Sustainability	low medium high
Support other Green Initiatives	low medium high
System Consolidation / Standardization	low medium high
Peer Companies are already doing BPM	low medium high
Executive Directive	low medium high
Other, please specify:
4. How would you describe the status of your BPM initiative for the following activities ?
Project Justification / Approval	not started in-progress complete
Identification of Executive Sponsor	not started in-progress complete
Development of 3-5 year Roadmap	not started in-progress complete
Development of key Performance Indicators	not started in-progress complete
Documentation of Detailed Requirements	not started in-progress complete
Vendor Evaluation and Selection	not started in-progress complete
Deployment	not started in-progress complete
5. What business intelligence (BI), and enterprise resource planning (ERP), BPM are in place today ?
BI Tools:
Reporting Tools:
ERP System:
Packaged Financial Applications:
Data Warehouse:
Other Related Systems:
6. What are your previous experiences with performance management?
Still using Spreadsheets:
Tried to fit into existing ERP:
Used System Unsuccessfully:
Have a BPM System - Looking to Expand:
Looking to Replace BPM system:
7. Total Number of Expected Users ?
	0-10 11-25 26-100 101-1000 1000 +
8. Estimated Budget for Software and Services ?
	0-50K 51-100K 101-250K 251K-1 million 1 million +
9. Timeframe to Go Live ?
	0-3 Months 3-6 Months 6-12 Months 12+ Months
10. Available Internal Resources for this project ?
	1 FTE 2-5 FTEs 5-10 FTEs 10+ FTEs
11. Type of Vendor approach preferred for BPM ?
	ERP/BPM vendor Packaged BPM Application-focused vendor BI Tools vendor In-house development

The project planning document will only be sent to valid business email addresses. If you do not wish to receive a follow-up phone call with a best-fit vendor list and project feasaibility feedback enter 'No thanks' into phone number field. All fields are required.
First Name:
Last Name:
Title:
Company Name:
Phone Number:
Email Address:

	•	Select Location
	•	Request Services
	•	Research Reports
	•	Whitepapers Updated
	•	BPM Newsletter
	•	The BPM Channel
	•	Best Practices
	•	NEW: BPM Self Audit
	•	Vendor Guides
	•	Solution Services

	•	BudgetLock Plus Eliminates Budget Overruns: more ...
	•	BPM Pulse 2010 Launched: more ...

•

OnDemand Webcast

Beyond the Hype 2010: The Importance of BPM

•

May 12, 2010: Webcast

What's Next - BPM Beyond Budgeting and Planning

Put BPM Partners expertise to work for you:

Click to learn more ...