2022年平衡記分卡（BalancedScorecard）概要

1、平衡記分卡（Balanced Scorecard）概要企業(yè)資源管理研究中心（AMT） 整理 學習與成長 - 雇員滿意度 - 團隊精神 - 信息利用程度 財務- 成本最優(yōu)使命愿景戰(zhàn)略 客戶 - 客戶滿意度 內(nèi)部運營流程- 有效的內(nèi)部控制 - 有效的供應商管理- 綜合利用多種獲得資源的途徑- 流程不斷改進平衡記分卡的目標與衡量方法 MISSIONTo provide acquisition and assistance services tosupport accomplishment of the Departmentsprogrammatic goals and objectives. STR

2、ATEGYTo change the present systems culture, managementsystems, and line processes consistent with theprinciples of Quality Management, in order to establish and maintain: a customer focus, a sense ofurgency, continuous and breakthrough processimprovement, and an emphasis on results. VISIONTo deliver

3、 on a timely basis the best value productor service to our customers while maintainingthe publics trust and fulfilling public policy objectives. CUSTOMER- Customer SatisfactionCUSTOMER PERSPECTIVEA-6Customer Satisfaction CORE Customer Satisfaction IndexData Source: Customer Climate SurveyAlso, docum

4、ented results from formal Baldrige, Presidential or Energy QualityAward Self-Assessments and Site VisitEvaluationsElements:Timeliness: Extent of customersatisfaction with timeliness ofprocurement processing; planningactivities; and on-going communicationsQuality: Extent of customer satisfactionwith

5、the quality of procurement servicesCommunications: Extent to whichprocurement communicates accurate information which impacts the workof my organization 85% customer satisfaction rating in 1998(90% in 1999, 95% in 2000)CUSTOMER PERSPECTIVE OBJECTIVE MEASURE NATIONAL TARGET A-7CUSTOMER PERSPECTIVE OB

6、JECTIVE MEASURE NATIONAL TARGET (Appropriate targets will be negotiated between the Cognizant DOE ContractingOfficer and the contractor purchasingorganization)Customer Satisfaction (Cont .) OPTIONAL Data Source:Real-time Transactional Survey(if appropriate)Elements Menu:ScheduleCostBest ValuePerform

7、ance against standard/commitmentOverall Satisfaction A-8 INTERNAL BUSINESS PROCESSES-Effective Internal Controls-Effective Supplier Management-Effective Utilization of Alternate Procurerment Approaches-Streamlined Processes-Acquisition Process-Good Corporate Citizenship through PurchasingINTERNAL BU

8、SINESS PROCESS PERSPECTIVEA-13Effective Internal ControlsData Source: Transactional reviewof purchasing files, review boards andLocal Purchasing InformationSystems (LPIS)Effective Supplier ManagementData Source: LPISEffective Utilization of AlternateProcurement ApproachesData Source: LPISCore:% of s

9、ystems in full compliance with stakeholder requirements (e.g., applicablelaws, regulations, terms and conditions ofcontracts, ethics, etc.) based on self-assessmentand subject to fatal flaw considerationsCore:% Delivery on-timeOptional:Supplier SatisfactionPrequalified suppliers as a % of all suppli

10、ers Rejection rates due to non-conformance to contract requirementsCore:Optimum % of transactions placed by users(JIT, Procurement Card, etc. divided by thesum of total transactions) Optional:% utilization of ICPT and other leveraged purchases% of RFPs over $100K issued electronically A-14Meets or e

11、xceeds expectations85% on-time delivery (includes JIT)(Appropriate targets will be negotiated between the Cognizant DOE ContractingOfficer and the contractor purchasingorganization)INTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE NATIONAL TARGET Streamlined ProcessesData Source: LPISAcquisition Proce

12、ssData Source: LPISGood Corporate Citizenship throughPurchasingData Source: Local goals as negotiatedwith cognizant DOE officeCore:Number of critical processes reengineered/ redesigned. or re-validatedOptional:% purchase action utilization of ElectronicCommerceCore:Average cycle time (exception: Pro

13、curementCard)Optional: Average cycle time($100,000)Core:% of economic and social diversity andlocal participation program goals achieved,including: SB and SDB Goals Regional/Local Outreach/Support Good Neighbor Program A-15 Two annually20 days cycle time (CAPS)Specific negotiations with local DOEOff

14、iceINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE NATIONAL TARGET LEARNING AND GROWTH- Employee Satisfaction- Employee Alignment-Information AvailabilityLEARNING AND GROWTH PERSPECTIVEA-21Employee SatisfactionData Source: Employee Climate SurveyAlso, documented results from formal Baldrige, Preside

15、ntial or Energy QualityAward Self-Assessments and Site VisitEvaluationsEmployee AlignmentData Source: Employee PerformanceAppraisals and Local Purchasing Information Systems as appropriateInformation AvailabilityLocal Purchasing Information Systemsas appropriateLEARNING AND GROWTH PERSPECTIVE OBJECT

16、IVE MEASURE NATIONAL TARGET Core:Employee Satisfaction IndexEmployee Satisfaction Index includes datafrom employee survey, focus groups,absenteeism, and voluntary terminationsCore:Employee Alignment % of employeeswhose actual performance is aligned with Key Success FactorsCore:Information Availabili

17、ty MeasureThis is a measure of useful information(e.g., policies, procedures, operationalreports) available to employees(Appropriate targets will be negotiated between the Cognizant DOE Contracting Officer and the contractor purchasing organization.)90% aligned90% of work groups have the datathey ne

18、ed to do their jobsA-22 FINANCIAL- Optimum Cost Efficiency of Purchasing OperationsFINANCIAL PERSPECTIVEA-27Optimum Cost Efficiency ofPurchasing Operations Data Source: Local Purchasing Information Systems.Core:Cost to Spend Ratio: Purchasing Operationsoperating costs (labor plus overhead) dividedby purchasing obli