How to Build a Process Measurement System Training Workbook

How meaningful is your process measurement work system?

Could this process measurement system training workbook help you? Believe it or not, most people don’t like to measure things at work. My experience has taught me that there is a key reason for this dislike. For example, most organizational measurement systems are horribly broken. When companies use the wrong measures to measure the wrong things, and then try to hold people accountable to such bad measures, displeasure is bound to occur. How meaningful are your measurement systems? Do you measure the vital signs of your work processes?

Most organizations fail to use the right measures to measure the right things. Most often, attempts are made to use organizational or business unit level metrics and analytics to diagnose process level problems and monitor process health. If one wants to identify key improvement areas, this approach is often ineffective. Plus, work team leaders fail to engage enough team members in daily measure use to improve work processes. In turn, most measurement systems contain waste and provide suboptimal value.

The design of this 128-page, full color process measurement system training workbook helps you begin to put a more meaningful measurement system in place. Thirty years of experimentation, research, application and improvement has helped Kevin McManus identify, and build into this workbook, a variety of key measurement system best practices and strategies. They will help you create a leaner, more value added measurement work system.

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How can this process measurement system training workbook help you?

The concepts and tools in this workbook focus on three things. First, we look at how to define a meaningful set of vital signs for each key process. Second, we explore the use scorecards at the process level to help drive a balanced measurement focus. Third, we look at how to identify goals that engage and motivate work teams. Plus, a section that explores ways to recognize team performance for goal achievement is included.

I created this workbook to document the actual steps I had taken and the tools I had developed in multiple organizations to put more effective and meaningful measurement systems in place. I learned what works and what did not through experimentation. What exists in the workbook today is not what I started out with. That’s good, because my learning efforts helped me identify easier ways to accomplish the same goals and provided me with the insight necessary to explain how the process works in a much clearer manner.

EXPLORE MORE: Process Improvement Strategies

How can work teams use this process measurement system training workbook to improve their work processes?

This does not have to be system-wide initiative. Fortunately, even single work teams benefit from the use of these measurement tools. Most groups need to clarify what their key performance areas, processes, and measurement vital signs. They need to know which of these areas are the most important to focus on.

The tools in this workbook, like others that I create, will help organize your measurement thoughts, create dialogue between team members, and stimulate systems change. To get the maximum benefit from this workbook, consider a system-wide initiative. However, you can improve workgroup performance alone if you simply use the tools.

One objective of this workbook is to improve your use of leading ratios, instead of lagging counts, to analyze performance at the process level. This is where real improvement gains are made. Plus, this workbook helps you learn to use scorecards to help ensure measurement work system balance. Finally, the workbook helps explain how to set meaningful goals that engage and motivate your work teams.

When work team leaders work through the workbook’s multiple worksheets and exercises with their team, they achieve these, and other, objectives. How meaningful is your process measurement work system?

DISCOVER MORE: Measuring Leadership Behavior Effectiveness

Vital Signs, Scorecards, and Goals Process Measurement Workbook Table of Contents

Workbook Sections

  • The Case for Meaningful Measurement
  • Making Measurement System Design Choices
  • Building a Framework of Vital Signs, Scorecards, and Goals
  • Using Measures to Find Problems and Gauge Progress
  • Improving Your Performance Analysis and Review Processes
  • Recognizing Performance Improvement Success
  • Performing Measurement System Check-Ups

Workbook Exercises

  • A Quick Needs Assessment
  • System Design Choices Exercise
  • How Many Measures?
  • Defining Key Work Processes and Measures
  • Measures Selection Exercise
  • Scorecard Setup Exercise
  • Establishing Performance Ranges
  • Setting Up a Balanced Scorecard
  • What Theories Can You Find?
  • Scorecard Setup Worksheet
  • Scorecard Process Checklist
  • Defining Personal Next Steps
  • More Examples of Key Measurement System Tools

Would you gain value from my 2-day virtual “Vital Signs, Scorecards, and Goals” measurement workshop?

Would you like to make high impact, meaningful changes to your measurement system in just a matter of weeks? If so, consider my virtual “Vital Signs, Scorecards, and Goals” workshop for your work teams. Send me an e-mail at to initiate the virtual workshop setup process.

I will then work with a contact person from your location to setup the course registration process and arrange the workshop logistics. More importantly, we will work with you to customize the workshop so it meets your specific measurement work system improvement needs.

Keep improving!

Kevin McManus, Chief Excellence Officer, Great Systems

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