Tool 16: Basili Data Collection Method

AKA

N/A

Classification

Planning/presenting (PP)

Tool description

The Basili data collection method is a process of establishing a performance measurement system that can be applied throughout the organization. First introduced by V. R. Basili (1984), this eight-step model interlocks goals with performance questions and with metrics that respond to the questions stated.

Typical application

• To create specialized metrics that will measure goal attainment.

• To design a data collection methodology that is supportive of performance measurement requirements.

Problem-solving

	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

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

links to other tools

before

• Process analysis

• Information Needs Analysis

• Major program status

• Delphi Method

• Qestionnaires

after

• Objectives matrix (OMAX)

• Run-it-by

• Data collection strategy

• Action plan

• Surveying

Notes and key points

Step-by-step procedure

• STEP 1 A team is assembled for the purpose of determining data collection goals. See example Data Collection for Integrated Product Development (IPD).

• STEP 2 Answers to a list of questions are brainstormed. These questions point to specific data requirements necessary to measure goal attainment aspects.

• STEP 3 To provide specific performance data, metrics are developed and documented.

• STEP 4 An easy-to-use data collection form is designed.

• STEP 5 The data collection and validation process is started.

• STEP 6 Collected data are analyzed for anomalies.

• STEP 7 Results are communicated to process owners and other involved groups.

• STEP 8 The team determines how the results of perfomance measurement can be utilized to improve processes.

Example of tool application

Data Collection for Integrated Product Development (IPD)

• Goal 1: Compile benchmarking data

  • Question 1: What is average cycle time for process "A"?

    • Matric 1: Reduce process "A" cycle time by 35% by xx/xx/xx

    • Metric 2: Map key processes by xx/xx/xx

• Goal 2: Acquire IPD customer input data

  • Question 2: How many QFD matrices are required?

    • Metric 3: House of Quality matrix completed by xx/xx/xx

    • Metric 4: Determine internal capability by xx/xx/xx

  • Question 3: How can suppliers meet requirements?

    • Metric 5: Determine supplier capability by xx/xx/xx

    • Metric 6: Verify supplier parts Cp data for X–Y–Z

Notes: Partial data collection plan. Same metric answers two different questions.