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Do You Know What Your Planner Did Today?

Posted by Joel Schipper on January 23, 2016


How Performance Management can Change Behavior

This is a subject that first came to me in 1983.  I was faced with this problem in an electronics plant in Puerto Rico, when (as a younger man) I was to take over all production and material planning functions, hire new managers, and teach the staff how to utilize their “MRP” system.  I knew that measuring performance could change behavior.  It was a matter of

  1. Identifying the behavior I wanted
  2. Find out through performance reporting whether it was happening or not
  3. Use the performance reports to highlight exceptions and identify “why not”
  4. Gradually tighten the reporting tolerances to increase the successful behaviors.

This work was first published an “Auerbach Industry Applications Reference Publication, Volume 1, S32, 1985.  I gave the talk a number of times, including at the International APICS conference in Las Vegas in 1982.

More recently, with the advent of easy to use, built-in operational performance reporting tools such as the Saved Query, the Watch-List, and the One View Reporting found in Oracle’s JD Edwards EnterpriseOne application, I was able to recreate the original performance metrics almost entirely out-of-the-box.  With these modern tools, the cumbersome, manual data collection and report development is eliminated, and the software the planner is using to the tasks of their job is also tracking the metrics that need attention, thereby changing their behavior instantly and seamlessly.

I’ve given the full, updated talk a number of times at user group and other events.  In this post, I want to link to a PDF version of the basic ideas behind “Do You Know What Your Planner Did Today?” and share them more broadly with the wider world. So here is the link.  I hope you enjoy it!   Do You Know What Your Planner Did Today – article format

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