An Excellence Agenda Conceptual Model

In a discussion with a colleague recently, I started sketching a conceptual model of An Excellence Agenda.  I decided to turn it into a proper slide that can be shared in presentations.  So here it is.

An Excellence Agenda is a high level umbrella that articulates an outcome oriented mandate that describes the enduring status that an organization wishes to maintain.  This approach allows for the inclusion of high order outcomes, guiding principles and values, and the ability to link the mandate of an organization to an implementation and performance framework.

There are two sub-agendas:  the Sustaining Agenda and the Change Agenda.  The implementation of these agendas is guided by the Strategic Plan, which provides the linkage between the goals and implementation priorities of the two parallel agendas.  The Strategic Plan articulates clear goals and objectives and is time based.

The Sustaining Agenda represents the "meat and potatoes" business of any organization or company.  These are the activities that deliver the day to day outputs that contribute to the ongoing development of the Excellence Agenda.  The Sustaining Agenda is guided by the Mission, the key executive role is management, and there are specific business/operational plans that management uses to monitor progress.

The Change Agenda represents the initiatives that are required to move the organization forward.  The Change Agenda is guided by the Vision, the key executive role is a leadership role, and there are project plans that management uses to monitor progress.

The foundational base is the Performance Measurement Framework or Strategy that gathers the data, and does the analysis to tell the performance story of all three Agendas and the progress on the Strategic Plan. The PMF is the glue that binds the whole process together.

What makes the Excellence Agenda different from a Strategic Plan is that the Excellence Agenda provides a rigour in the identification of the enduring outcomes that an organization is mandated to contributes to.  This is bedrock.  The Strategic Plan will be updated over time.  Activities and outputs in the Sustaining Agenda and the Change Agenda will undergo regular updates but will always contribute to the Outcomes in the Excellence Agenda.

The Excellence Agenda, with the Performance Measurement Framework are the enduring pieces of the "sandwich".  The filler of the Sustaining and Change Agendas can be modified to fit the menu - but the bread is always the same!

On Steve Jobs

The passing of Steve Jobs gives us all a moment to reflect on the extraordinary genius and influence he had on our world.  I first purchased a Macintosh computer in the late 1980's to do graphics for the marketing firm I was running at the time.  We went through several versions and in 1994, I brought one home, put it on a table, plugged it in and left it.  By the time I came home the next day, my ten year old son had it all figured all out and could literally make it sing.  My children use only Apple products.

I think the key to Steve Jobs genius can be summed up in four words: the stuff just worked.

Apple products move you away from needing to understand the technology - to getting stuff done. You move from process to outcome without interference from the technology.

A couple of Christmases ago I was given the book Inside Steve's Brain.  It was a fascinating exploration of how Steve Jobs created an innovation culture at Apple. Dozens of prototypes were developed and discussed and reviewed in great detail.  Then more prototypes were created until a consensus was reached on function, form and ease of use.  The user interfaces that Apple pioneered have resulted in devices that give us access to the stuff we want quickly and easily. Steve Jobs obsessed over how the product was packaged so that the consumer had a major Wow factor when they open the box.

The genius of Steve Jobs was understanding, before we realized it, what we wanted and creating the technology and devices to give us that.  One of the conclusions of the book was that Jobs has successfully transferred the innovation culture and process to Apple and that it will continue long into the future, even without him.

Jobs recognized the value of the experience.  That dedication to the customer's perspective resulted in raving fans willing to pay a premium for the products and the lifestyle he created.

His excellence approach is an inspiration to all of us.

An Excellence Agenda Fundamentals

An Excellence Agenda is based on the following fundamentals;

1. Excellence starts with individuals.  Every individual possesses unique talents and abilities that allow them to be excellent.  Every individual has a desire to matter to others because of those unique talents and abilities.  That results in a personal Excellence Agenda - an approach to how we are going to express our excellence and matter to the world.  However, each of us has areas of unexcellence and we therefore seek out other individuals who can balance us and give us excellence in all areas of our lives.   That leads to...
2. Communities of excellence.   A community is a group of people with an affinity or bond.  The affinity can be demographic, psychographic or utility based.   A demographic affinity could be a bond based on geographic location, family, professional interests, education, age, income etc.  A psychographic affinity is based on how we see ourselves and our self image.  We will associate with others who have a similar sense of attitudes, outlooks and values.  A utility based affinity or bond is when people create a community of a common sense of value delivered to the members.  A community of software users for instance may have a spectrum of demographics or psychographics, but they all share in the value delivered by the software.  Each of us belongs to a variety of communities of excellence, including our families, our workplaces, our clubs and even community and religious organizations. (For the balance of this posting we will look at communities of excellence within an organizational framework.  We will come back to individual Excellence Agendas in another post.)
3. Every community of excellence has an Excellence Agenda.  This excellence agenda sets out what the community aspirations are, and how it will strive to meet those aspirations.  At an organizational level the Excellence Agenda is often articulated in the Vision, Mission and Goals statements.  These represent the highest outcomes of the organization and managers work to develop a community of excellence that contribute to those outcomes.  Since Excellence is an outcome:  it is not something that is ever fully achieved.  You do not get to a place where you can say; "we have reached excellence, what's next!".  An Excellence Agenda is an ongoing journey and each agenda is unique to each organization.   
4. Every Excellence Agenda has two sub-agendas:  the Sustaining Agenda and the Change Agenda.  The Sustaining Agenda refers to the "meat and potatoes" of what a community does.  These are the day to day activities and outputs that contribute to the outcomes.  This is also known as "the work" that gets done.  The Sustaining Agenda is guided by the Mission of the organization.  The Change Agenda refers to the activities and outputs that will enhance An Excellence Agenda and take the organization to a higher level of excellence.  The Excellence Agenda is guided by the Vision.  The Change Agenda is typically a series of projects that could be related to infrastructure, building new knowledge, research and development, new product launches, new marketing initiatives etc.  The Change Agenda will eventually become the Sustainability Agenda as the Change gets embedded into every day operations.  (Thanks to John Harrison and BMB Consulting for the concept of Sustaining and Change Agendas)
5. So how do you know if your Excellence Agenda is working?  For that you need a Performance Measurement Framework (PMF).  The PMF is a tool that allows you to identify Key Performance Indicators (KPI's) that give you feedback on your progress in contributing to the outcomes, including Excellence, the organization desires.  There can be KPI's for both the Sustaining and the Change Agendas.  In working with PMF's and KPI's for a number of years, the key lessons learned are: what gets measured gets done, gets alignment and gets funded.  An Excellence Agenda without a PMF is only marketing.  An Excellence Agenda with an active PMF is an unstoppable force to be reckoned with. 
6. But we are not Excellent everywhere or consistently.  We need to be able to manage an Excellence Agenda. Managing an Excellence Agenda means managing the Gaps.  The Gaps are the areas where reality and expectations do not meet.  One of the paradoxes of managing an Excellence Agenda, is that we will always have Excellence gaps.  It is part of the journey.  As discussed above, we never actually achieve Excellence - we contribute to it.  We will discuss managing gaps in greater detail in a future posting.  
7. The role of Executives and Managers is to create environments in which an Excellence Agenda can be delivered.  This includes financial excellence, product or service excellence, customer excellence etc.  An Excellence Agenda has multiple facets and dimensions.  An Excellence Agenda can include outcomes of profitability, environmental sustainability, service standards, the development of social, cultural or intellectual capital.  In short, an Excellence Agenda can be as broad or as narrow as you require.  What an Excellence Agenda does is focus attention on what is important - what the key success factors are to contribute to the aspirations of the organization.

Stay tuned, there is more to come on all of these ideas.