Tool 121: Objectives Matrix (OMAX)


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

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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

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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.

Example of tool application

click to expand




Six Sigma Tool Navigator(c) The Master Guide for Teams
Six Sigma Tool Navigator: The Master Guide for Teams
ISBN: 1563272954
EAN: 2147483647
Year: 2005
Pages: 326

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