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Network Management Scorecards



                               FITT
 – Fostering Interregional Exchange in ICT Technology Transfer –



                                  www.FITT-for-Innovation.eu
 Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
Managing a network


Managing an organization based on collaboration (cluster, network...) is a
challenge. It requires to :
- Balance strategic focus and emerging issues
- Create immediate and middle-term creation of value to ensure the
sustainability
             - Define and assess a non financial performance


The Network ScoreCard Suite is a method designed to support networks
management through the collaborative development of management tools.
- The approach of the NSC Suite relies on 3 principles
- It comes in 3 steps
- And provides 3 outputs.


2 | April 2011                      Network Management Scorecards
A participatory approach (1/3)

 The NSC Suite is based on a participatory approach:


     - Fostering the emergence of a clear and shared strategic vision


     - Fostering the involvement of participants


     - Creating links and trust among participants,
                 raising their cooperation capacity


     - Raising awareness on performance issues


     - guarantying the coherence and legitimacy
                 of outputs


3 | April 2011                           Network Management Scorecards
An integrated approach (2/3)



 The NSC Suite integrated approach covers the management cycle of a
   network
                                                             NSC Suite 1:
      NSC Suite 3:
                                                             STRATEGIC
      ScoreCard                                              VISION




                         NSC Suite 2: Plan of action

4 | April 2011               Network Management Scorecards
A structuring approach

 A four-dimension approach of performance
     -           raising awareness on non-financial value creation,
     -    balancing immediate and long term performance (lagging and
     leading indicators)

                     Benefits                          Members
                     Which added value do              Who are our
                     we create for our                 members?
                     members?


                     External context
                                                       Organization
                     How do we interact
                                                       How do we organize ?
                     with our environment?


5 | April 2011                          Network Management Scorecards
NSC Suite: 3 steps

       NSC Suite 1: Strategic           NSC Suite 2: plan of action
       vision


           Values                              Identification of
           « we are »                          activities




            Strategic objectives
            « we want to »
                                               Planification




            Operational
            objectives
            « we have to »                     Priorisation




             Strategic map                       Plan d’action




6 | April 2011                             Network Management Scorecards
NSC Suite 1: Strategic vision


 The first step consist in elaborating a clear and shared strategic vision

 Structured in three levels:
              Values: “we are”

              Strategic objectives “we want to”

              Operational objectives: “we have to”, coming in four dimensions:

                      Benefits: Which added value is created to members?

                      Members: who are the members and what is their level of cooperation?

                      External context: how does the network interact with its environment?

                      Organisation: how is the network organized?

 In which operational and strategic objectives are aligned

7 | April 2011                        Network Management Scorecards
Output NSC Suite 1: strategic vision


Values : We are « ….. »
                                                            Strategic                   Strategic                            Strategic
                                                            Objective 1                 Objective 2                          Objectives 3




                                                                                                                   Operational
 Operational objectives : « We have to»




                                                                Operational                                        Objective 2

                                                                objective 1



                                                                                        Operational
                                                                                        Objective 3




                                                                          Operational                                          Operational
                                                                          Objective 4                                          objective 5




                                                           Operational                                                       Operational
                                                           objective 6                                                       objective 7


                                          8 | April 2011                                     Network Management Scorecards
NSC Suite 2: plan of action


 The second step consists in operationalizing the strategic vision

 The participants identify and plan relevant activities to carry out the
  strategy

       Description of the activity

       Responsible person, partners to mobilize,

       Deadlines or frequency

 The activities are prioritized




9 | April 2011                  Network Management Scorecards
Output of NSC Suite 2: plan of action


                                                                   responsibl
                  Name of    Objectives description                              concrete   frequency participant    external
  Priority                                               Tasks         e
                  activity   of activity of activity                              output     deadline      s        resources
                                                                    animator




10 | April 2011                                        Network Management Scorecards
NSC Suite 3: plan of action


 The third step consist in building a ScoreCard to assess the
  achievement of the strategy

       Participants identify and build indicators to assess the level of
        achievement of their strategy, mainly:

              What is the criteria for assessing that an objective is achieved

              What is the expected level of performance?

       The animator gathers indicators in the ScoreCard, a system of
        indicators creating a global and balanced vision of performance

 A responsible is named for the exploitation of the ScoreCard



11 | April 2011                    Network Management Scorecards
Output of NSC Suite 3: ScoreCard


                                       Objectif stratégique
                                                                  Strategic objective 1              Strategic objective 2       Strategic objective 3
  Objectif opérationnel


                              Operational objective 1         Indicator B-1                      Indicator B-1
   benefits




                              Operational objective 2                                                                        Indicator B-2
   external context members




                              Operational objective 3                                            Indicator M-3



                              Operational objective 4                                            Indicator E-4



                              Operational objective 5                                                                        Indicator E-5
   organisation




                              Operational objective 6         Indicator O-6



                              Operational objective 7                                            Indicator O-7




12 | April 2011                                                                    Network Management Scorecards
Who?


 Stakeholders
     • Key stakeholders of the network
             • Founding members, Members of board, Animator, Historical members...
     • Animator, Guardian of the method, moderator
 Facts & Figures
             -    Co-developed 2006 with a network, in the framework of the TINIS project
             -    Experimented on three networks at different stages of their lifecycle
                   -   YAJUG: Yet another Java user Group: emerging network around the Java
                       technology
                   -   CASSIS: network of consultants around the CASSIS label
                   -   CLUSSIL: club for IT security
                   -   LISA: College of Chief Information Security Officers


13 | April 2011                             Network Management Scorecards
Network Scorecard Suite


   PRO’s                                                   CON’s



    • Improves network management
                                                             • Time consuming for TTO
    • Tailored-made tool for networks
                                                             • Follow up:
    • Support to network sustainability and
      performance                                                   • Short-term: exploitation of
                                                                      ScoreCard needs some support
    • Support to network communication
                                                                    • Middle-term: need for some yearly
           • Internally: with members                                 reviewing of indicators
           • Externally: towards external
             partners




14 | April 2011                         Network Management Scorecards
Why is a Scorecard useful for networks


Challenges of network management:
   1. Balance strategic focus and emerging issues
   2. Create immediate and middle-term creation of value to ensure the sustainability
   3. Define and assess a non financial performance


The collaborative elaboration of the network ScoreCard Suite has an impact on the
  structuring of the network itself:
• Crystallisation of individual expectations in a clear and shared strategic vision
• Progressive enrolment of founding members in the management of the network
• Raised reflexivity towards performance issues
• Stabilisation of the network organization




15 | April 2011                      Network Management Scorecards
Lessons Learned


 Difficulty to convince networks of the relevance to get involved in the NSC Suite

       Preliminary interviews help understand the critical issues for a network in
        particular, adapt the language

       Prove the potential benefits



 Some issues/objectives/indicators are recurrent among all networks

       Animator progressively gains in experience and quality of support is
        improved




16 | April 2011                   Network Management Scorecards
Suggested Readings


 Link to bibliography:

       Network ScoreCard Suite User Guide (French)



 Link to code book:

       Network




17 | April 2011               Network Management Scorecards

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FITT Toolbox: Network Management Scorecards

  • 1. Network Management Scorecards FITT – Fostering Interregional Exchange in ICT Technology Transfer – www.FITT-for-Innovation.eu Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
  • 2. Managing a network Managing an organization based on collaboration (cluster, network...) is a challenge. It requires to : - Balance strategic focus and emerging issues - Create immediate and middle-term creation of value to ensure the sustainability - Define and assess a non financial performance The Network ScoreCard Suite is a method designed to support networks management through the collaborative development of management tools. - The approach of the NSC Suite relies on 3 principles - It comes in 3 steps - And provides 3 outputs. 2 | April 2011 Network Management Scorecards
  • 3. A participatory approach (1/3) The NSC Suite is based on a participatory approach: - Fostering the emergence of a clear and shared strategic vision - Fostering the involvement of participants - Creating links and trust among participants, raising their cooperation capacity - Raising awareness on performance issues - guarantying the coherence and legitimacy of outputs 3 | April 2011 Network Management Scorecards
  • 4. An integrated approach (2/3) The NSC Suite integrated approach covers the management cycle of a network NSC Suite 1: NSC Suite 3: STRATEGIC ScoreCard VISION NSC Suite 2: Plan of action 4 | April 2011 Network Management Scorecards
  • 5. A structuring approach A four-dimension approach of performance - raising awareness on non-financial value creation, - balancing immediate and long term performance (lagging and leading indicators) Benefits Members Which added value do Who are our we create for our members? members? External context Organization How do we interact How do we organize ? with our environment? 5 | April 2011 Network Management Scorecards
  • 6. NSC Suite: 3 steps NSC Suite 1: Strategic NSC Suite 2: plan of action vision Values Identification of « we are » activities Strategic objectives « we want to » Planification Operational objectives « we have to » Priorisation Strategic map Plan d’action 6 | April 2011 Network Management Scorecards
  • 7. NSC Suite 1: Strategic vision  The first step consist in elaborating a clear and shared strategic vision  Structured in three levels:  Values: “we are”  Strategic objectives “we want to”  Operational objectives: “we have to”, coming in four dimensions:  Benefits: Which added value is created to members?  Members: who are the members and what is their level of cooperation?  External context: how does the network interact with its environment?  Organisation: how is the network organized?  In which operational and strategic objectives are aligned 7 | April 2011 Network Management Scorecards
  • 8. Output NSC Suite 1: strategic vision Values : We are « ….. » Strategic Strategic Strategic Objective 1 Objective 2 Objectives 3 Operational Operational objectives : « We have to» Operational Objective 2 objective 1 Operational Objective 3 Operational Operational Objective 4 objective 5 Operational Operational objective 6 objective 7 8 | April 2011 Network Management Scorecards
  • 9. NSC Suite 2: plan of action  The second step consists in operationalizing the strategic vision  The participants identify and plan relevant activities to carry out the strategy  Description of the activity  Responsible person, partners to mobilize,  Deadlines or frequency  The activities are prioritized 9 | April 2011 Network Management Scorecards
  • 10. Output of NSC Suite 2: plan of action responsibl Name of Objectives description concrete frequency participant external Priority Tasks e activity of activity of activity output deadline s resources animator 10 | April 2011 Network Management Scorecards
  • 11. NSC Suite 3: plan of action  The third step consist in building a ScoreCard to assess the achievement of the strategy  Participants identify and build indicators to assess the level of achievement of their strategy, mainly:  What is the criteria for assessing that an objective is achieved  What is the expected level of performance?  The animator gathers indicators in the ScoreCard, a system of indicators creating a global and balanced vision of performance  A responsible is named for the exploitation of the ScoreCard 11 | April 2011 Network Management Scorecards
  • 12. Output of NSC Suite 3: ScoreCard Objectif stratégique Strategic objective 1 Strategic objective 2 Strategic objective 3 Objectif opérationnel Operational objective 1 Indicator B-1 Indicator B-1 benefits Operational objective 2 Indicator B-2 external context members Operational objective 3 Indicator M-3 Operational objective 4 Indicator E-4 Operational objective 5 Indicator E-5 organisation Operational objective 6 Indicator O-6 Operational objective 7 Indicator O-7 12 | April 2011 Network Management Scorecards
  • 13. Who?  Stakeholders • Key stakeholders of the network • Founding members, Members of board, Animator, Historical members... • Animator, Guardian of the method, moderator  Facts & Figures - Co-developed 2006 with a network, in the framework of the TINIS project - Experimented on three networks at different stages of their lifecycle - YAJUG: Yet another Java user Group: emerging network around the Java technology - CASSIS: network of consultants around the CASSIS label - CLUSSIL: club for IT security - LISA: College of Chief Information Security Officers 13 | April 2011 Network Management Scorecards
  • 14. Network Scorecard Suite PRO’s CON’s • Improves network management • Time consuming for TTO • Tailored-made tool for networks • Follow up: • Support to network sustainability and performance • Short-term: exploitation of ScoreCard needs some support • Support to network communication • Middle-term: need for some yearly • Internally: with members reviewing of indicators • Externally: towards external partners 14 | April 2011 Network Management Scorecards
  • 15. Why is a Scorecard useful for networks Challenges of network management: 1. Balance strategic focus and emerging issues 2. Create immediate and middle-term creation of value to ensure the sustainability 3. Define and assess a non financial performance The collaborative elaboration of the network ScoreCard Suite has an impact on the structuring of the network itself: • Crystallisation of individual expectations in a clear and shared strategic vision • Progressive enrolment of founding members in the management of the network • Raised reflexivity towards performance issues • Stabilisation of the network organization 15 | April 2011 Network Management Scorecards
  • 16. Lessons Learned  Difficulty to convince networks of the relevance to get involved in the NSC Suite  Preliminary interviews help understand the critical issues for a network in particular, adapt the language  Prove the potential benefits  Some issues/objectives/indicators are recurrent among all networks  Animator progressively gains in experience and quality of support is improved 16 | April 2011 Network Management Scorecards
  • 17. Suggested Readings  Link to bibliography:  Network ScoreCard Suite User Guide (French)  Link to code book:  Network 17 | April 2011 Network Management Scorecards