Policy Deployment PD.A.0.1

1. Policy Deployment PD.A.0.1

3. CLASSROOM NORMS • Open to new ideas • Sharing experiences and ideas • Asking questions and expressing concerns • Listening for what is new • Thinking ahead – not back • Being courteous and polite to others • Making decisions by consensus • Encouraging each other • Being concise • Actively participating • Phones, Laptops etc ….?

4. History • Approach • Why do we use Policy Deployment • 7 Steps of Policy Deployment • Building a Policy Deployment Matrix • Cascade

5. Aims • The aim of this course is to introduce participants to Policy Deployment and the Policy Deployment Matrix tool. Objectives • To gain knowledge of Policy Deployment, the Policy Deployment process and why we use Policy Deployment. • To have the confidence to create a Policy Deployment Matrix. • To create an example Policy Deployment Matrix that you can use as a guide back in the workplace.

6. Self introduction: • Name • Business area • Job role Chinese Whispers Players to stand in the setup of a business hierarchy (pyramid). First player (top of the hierarchy)to whisper the phrase given to the person/s at the level down in the pyramid, continue until the everyone at the bottom layer of the pyramid have all received the whisper. The bottom layer of the pyramid to say what they have heard.

7. Policy Deployment is a systematic approach to ensure that the company vision and strategic priorities drive progress and action at every level within that company. • It eliminates the waste that comes from inconsistent direction and poor communication. • It’s a step-by-step planning, implementation and review process. • It focuses on step change improvements not business as usual. • A proven technique that helps organisations focus efforts and achieve results. Remain Focused on the ultimate goal

8. To create alignment and focus across the organisation towards a shared goal of the company vision and strategic priorities. • To ensure the company vision and strategy is cascaded throughout the business at all levels. • So every employee knows their roles & responsibilities and what they are accountable for as an individual and as a team how they can support the company vision. • To ensure the business is achieving its strategic priorities and performance measures that have been agreed with shareholders and key stakeholders. • To support the delivery of the entity playbooks. • Focuses the entire business on a few vital goals rather than the trivial many.

9. Policy Deployment also known asHoshinKanri- • The word HOSHIN = Compass Needle (Direction) • The word KANRI = Management The Japanese words HOSHIN KANRI can be generally interpreted as Direction Setting. The origins of Policy Deployment date back to the 1950’s • Demming’s - Plan-Do-Check-Act (PDCA) • Drucker’s - Management by Objectives The blending of these two methods is key to the success of the policy deployment process

10. Vision Project Owners Projects Team Members Strategic Priorities Deliverables Results Results Accountable

11. 1 Establish the Vision and Ambitions 2 Develop Breakthrough Results and Projects Catchball 3 Develop Annual Results and Deliverables 4 Deploy through the PD Matrix 5 Review Results 6 Problem Solving PDCA 7 Reflect on Learning

12. 1 Establish the Vision and Strategic Priorities • Drive a step change in the core business performance. • Look at opportunities to grow our core business. • Future-proof our business for technology and value shifts. National Grid Vision: We will exceed the expectations of our customers, shareholders, and communities today and make possible the energy systems of tomorrow Strategic Priorities :

13. Vision 1 Strategic Priorities 1

14. Level 0 Level 1 Level 2 The Vision and Strategic Priorities are the same at all levels across the organisation Golden thread throughout the organisation, providing consistent focus on the vision and ambitions

15. 2 Develop Breakthrough Results and Projects • Develop Breakthrough Results Turn these focus areas into tangible results for you entity

16. 2 Develop Breakthrough Results and Projects • Develop Breakthrough Projects Results 1. Add the vision 1 3 2. Add the SP’s or Focus areas 2 3. Add the breakthrough results 4. What are the breakthrough projects? 4 2 2 2 2

17. Vision 2 2 Project Owners Projects 2 2 Team Members Strategic Priorities

18. 3 Develop Annual Results and Deliverables • Breakdown the Projects and Results in step 3 into results and deliverables for the next 12 months • Completing step 2 and 3 will support the creation of the Policy Deployment Matrix Year 1

19. Vision 3 Project Owners Projects Team Members Strategic Priorities Deliverables 3 Results Results Accountable 3 3 3 3

20. 4 Deploy through the PD Matrix Process: WHAT the objective is CEO’s Objectives Executives HOW the objective will be met Dept. Managers Team Leaders Team Members Timeline: Oct Nov Nov - Dec Jan - Feb Feb - Mar

21. Level 0 Level 1 Level 3 Level 2 CEO Departments Teams Entity You should cascade down to the level at which the doing gets done

22. Level 0 Level 1 Level 2

24. 5 Monthly cycle 6 7

25. 5 Review Results Bowling Chart: PDM Flash Report:

26. A change control process should be implemented for each PD that is created. This should include governance of the changes.

27. 6 Problem Solving Use the escalation/handover process from your team hub if a problem outside of your influence occurs

28. 7 Reflect on Learning

29. Frequent review of actions • Ensure accountability and understanding • Plans are visible • Deliverables are SMART • Projects, Deliverables, and Results are linked to the business ambitions • Don’t allow for more changes than the entity/team can handle • Don‘t confuse PDM with BAU activity • Improving a Key Metric can be included in the PDM • Give enough time to complete the catchball process

30. If you need help or support with Policy Deployment the following resources are available: • Performance Excellence website (tools and templates) • Members of your entity with at Advance level in Core Practices (coaching) • The Performance Excellence Centre of Excellence team (coaching)

31. Aims • The aim of this course is to introduce participants to Policy Deployment and the Policy Deployment Matrix tool. Objectives • To gain knowledge of Policy Deployment and the Policy Deployment process. • To have the confidence to create a Policy Deployment Matrix. • To create an example PDM that you can use as a guide back in the workplace.

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