Six Sigma Tool Navigator: The Master Guide for Teams

2017-07-07 02:10:07

AKA

Performance Index

Classification

Changing/Implementing (CI)

Tool description

The objectives matrix (OMAX) is a powerful reporting form that allows the monitoring of the completion rate for all stated objectives within the area of project management. Originally recommended by Felix and Riggs (1983), and presented by S. L. Dockstader (1987), this tool can serve as a principle document to report on status and provide a scoring mechanism that measures, at any time, overall performance.

Typical application

To track organizational performance against a set of change objectives.

To measure progress made and provide a composite index of goal attainment.

To provide a detailed status report of progress made to upper management.

Problem-solving phase

	Select and define problem or opportunity
	Identify and analyze causes or potential change
	Develop and plan possible solutions or change
→	Implement and evaluate solution or change
→	Measure and report solution or change results
	Recognize and reward team efforts

Typically used by

4	Research/statistics
	Creativity/innovation
	Engineering
2	Project management
	Manufacturing
	Marketing/sales
	Administration/documentation
	Servicing/support
1	Customer/quality metrics
3	Change management

links to other tools

before

Basili Data Collection Method

Milestones Chart

Timeline Chart

Monthly Assessment Schedule

Action Plan

after

Run-It By

What-If Analysis

Presentation

Problem Analysis

Major Program Status

Notes and key points

Scores 0–10 reflect the progress of completing the objectives. In the example shown, objective 2, Conduct 100 orientation sessions is 45 percent complete (see Current performance). This equates to a score of 4.5 (see score in column two), which is then multiplied by weight of 5 to arrive at value of 22.5.

Frequency of measurement is determined by the process owners or upper management.

Step-by-step procedure

STEP 1 The first step calls for the development of measurable objectives to be inserted in the OMAX form. See example General Goal—Establish IPD Teams. (Refer to the example in the objective matrix table—calculations and steps.)

STEP 2 The team develops the countables for each objective column. The example Establish 20 IPD Teams will have 0 to 20 associated with score 0 to 10.

STEP 3 The team considers the weight or importance of each objective and reaches consensus on the weight multipliers to be assigned to all objectives as shown in the example (see Weight). Note that the Weight row total must equal 100.

STEP 4 Whenever a performance measurements is needed, the Current performance (completed) row is filled in with actual data.

STEP 5 The respective scores are identified and inserted in the score row. Example: The score 2 is associated with 4 in column one, which reflects also Current performance (completed) of 4 IPD teams established.