This document discusses performance analysis and improvement models. It introduces the Harless FEA model and Gilbert's Leisurely Theorems model for analyzing performance problems. The authors then propose combining these models into a single Combined Analysis Worksheet. This worksheet guides the user through steps to identify performance gaps, determine the causes of problems, and select interventions. Examples of cause analysis worksheets are also presented to facilitate root cause analysis.

1. Gilbert & Harless So
Happy Together
A Worksheet for Performance Analysis
Beth McGoldrick
Carol Porter
Tuesday, April 12 educational session
©2011 Beth McGoldrick & Carol Porter

2. HPT Model
2 • THE Performance Improvement Conference 2011 • Orlando, Florida

3. HPT Model
3 • THE Performance Improvement Conference 2011 • Orlando, Florida
©2011 Beth McGoldrick & Carol Porter

4. Why Analyze?
What do we want to achieve or avoid through analysis?
4 • THE Performance Improvement Conference 2011 • Orlando, Florida
©2011 Beth McGoldrick & Carol Porter

5. 3 Key Reasons to Analyze
• Identify the right problem
• Find the underlying causes of the gap
• Get stakeholders involved and
thinking about the issue
5 • THE Performance Improvement Conference 2011 • Orlando, Florida
©2011 Beth McGoldrick & Carol Porter

6. How to analyze?
What models can we use to guide us?
6 • THE Performance Improvement Conference 2011 • Orlando, Florida
©2011 Beth McGoldrick & Carol Porter

7. Our Suggestion
Harless’s FEA Gilbert’s Leisurely Theorems
1. Do we have a problem? Wex
2. Do we have a performance problem?
3. How will we know when the problem is
PIP =
solved? Wt
4. What is the performance problem? BEM
5. Should we allocate resources to solve it?
6. What are the possible causes of the
problem?
7. What evidence bears on each possibility?
8. What is the probable cause?
9. What general solution type is indicated?
10. What are the alternative subclasses of
solution?
11. What are the costs, effects and
development times of each solution?
12. What are the constraints?
13. What are the overall goals?
7 • THE Performance Improvement Conference 2011 • Orlando, Florida ©2011 Beth McGoldrick & Carol Porter

8. Our Suggestion
Harless’
FEA Gilbert’s Cause & Effect Analysis
PIP BEM
8 • THE Performance Improvement Conference 2011 • Orlando, Florida
©2011 Beth McGoldrick & Carol Porter

9. Combined Analysis Worksheet
Gap Analysis
1. Do we have a problem?
2. Do we have a performance problem?
3. How will we know when the problem is solved?
4. What is the performance problem?
Desired Performance Wex
Actual Performance PIP =
Gap in Performance Wt
5. Should we allocate resources to solve it?
If the answer to #5 is “no,” stop; if the answer to #5 is “yes,”
continue.
9 • THE Performance Improvement Conference 2011 • Orlando, Florida

10. Combined Analysis Worksheet
Gap Analysis
4. What is the performance problem?
Chevalier’s Cause Analysis Worksheet
Present Level of Performance: _______________________
________________________________________________
Desired Level of Performance: ___________________________
______________________________________________________
Reasonable Goal: ______________________________________
____________________________________________________
10 • THE Performance Improvement Conference 2011 • Orlando, Florida

11. Combined Analysis Worksheet
Cause Analysis
6. What are the possible causes of the
problem?
7. What evidence bears on each
possibility?
8. What is the probable cause?
11 • THE Performance Improvement Conference 2011 • Orlando, Florida

12. Gilbert’s BEM
12 • THE Performance Improvement Conference 2011 • Orlando, Florida

13. Chevalier’s Updated BEM
13 • THE Performance Improvement Conference 2011 • Orlando, Florida

14. Leverage Information
Resources
Motives Incentives
Knowledge
Capacity
Knowledge
Motives
Performance
Results
Impact
Lower Higher
Cost
Higher Lower
(Adapted from Chevalier, 2003, Figure 4, p. 10)
14 • THE Performance Improvement Conference 2011 • Orlando, Florida

15. Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)

16. Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)

17. Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)

18. Cause Analysis Worksheet
(Adapted from Chevalier, 2003, Figure 6, p. 11)

19. Combined Analysis Worksheet
Intervention Selection
9. What general solution type is
indicated?
10.What are the alternative subclasses of
solution?
11.What are the costs, effects and
development times of each solution?
12.What are the constraints?
13.What are the overall goals?
19 • THE Performance Improvement Conference 2011 • Orlando, Florida

20. Your Turn…..
• How have you applied these models?
• How will you apply these models?