Today's energy businesses face increasing competition and changing priorities and must constantly improve operational excellence and efficiency. Corporate Performance Management participants represent influential leaders in the strategic development and implementation of performance measurement and reporting as well as sustainable performance improvement. Discussions focus on promoting a performance culture in order to provide enhanced business results, and presentations feature case studies on benchmarking, measurement and reporting strategies, change management and process improvement.
Managers and high impact individual contributors responsible for corporate performance improvement initiatives and benchmarking strategies, and leaders developing and implementing performance indicator measures and practices to improve overall company performance.
12:30 PM - 1:00 PM
Registration and Networking
Arrive early to network with other attendees. Light refreshments provided.
1:00 PM - 1:30 PM
Speaker(s): Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District, Janette Cruz, Sr. Enterprise Performance Planning Coordinator, Enterprise Performance, Sacramento Municipal Utility District
Our chair will welcome us and share insights into Sacramento Municipal Utility District.
1:30 PM - 2:00 PM
Via a visual exploration exercise, attendees will visit current Corporate Performance Management challenges through a creative lens.
2:00 PM - 2:15 PM
2:15 PM - 3:30 PM
Measure Design and Strategic Alignment
Speaker(s): Laura Johnson-Graham, PhD, Director, Strategic Planning, Bonneville Power Administration, Lori Nice, Policy Analyst, Bonneville Power Administration, Laura Johnson-Graham PhD, Director, Strategic Planning, Bonneville Power Administration
Join us for an in-depth exploration of methods and models used to tie measures directly to strategy. We will explore the big picture of strategic architecture and how an organization’s strategy is expressed at the highest level down to the nuts and bolts of identifying, piloting and managing with key performance indicators that track the health of the organization. The session will also introduce levels of measurement and explore how well chosen measures can help managers drive strategic outcomes at a very practical level. Some practical tools and frameworks will be presented for immediate use in your organization.
3:30 PM - 3:45 PM
We will break for 15 minutes.
3:45 PM - 5:00 PM
Deep Dive into Design and Alignment
Facilitator(s): Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District, Laura Johnson-Graham PhD, Director, Strategic Planning, Bonneville Power Administration, Lori Nice, Policy Analyst, Bonneville Power Administration, Lori Nice, Policy Analyst, Bonneville Power Administration
This time is reserved for a deeper dive into measurement design and strategic alignment. Attendees will apply previously presented tools and frameworks to current Corporate Performance Management issues.
6:00 PM - 8:30 PM
Join for a hosted dinner at Ringside Fish House:
838 SW Park Ave
Portland, OR 97205
7:30 AM - 8:00 AM
Breakfast will be provided onsite.
8:00 AM - 9:00 AM
Communicating Business Results
Speaker(s): Janette Cruz, Sr. Enterprise Performance Planning Coordinator, Enterprise Performance, Sacramento Municipal Utility District
In an industry that demands optimal performance to meet customer and stakeholder needs, utilities constantly work to identify, monitor and control metrics in all areas of business. While achieving a nuanced understanding of metrics within corporate performance management itself is important, a large portion of an organization’s ultimate success toward optimization depends on how well they communicate results to customers and stakeholders. Join this session to obtain new insights into how to communicate performance results in ways that facilitate comprehension and maximize value.
9:00 AM - 9:15 AM
9:15 AM - 10:15 AM
Moderator(s): Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District, Janette Cruz, Sr. Enterprise Performance Planning Coordinator, Enterprise Performance, Sacramento Municipal Utility District
Panelist(s): Judy Cocchiarella, EP&P Manager, Organizational Change, CBAP, CSSGB, Puget Sound Energy, Carolyn Selin, Manager, Operational Excellence, EPCOR Distribution and Transmission Inc., Seth Johnston, Sr OD Consultant, NW Natural
Hear from two utilities as they compare and contrast change management methodologies and applications. Come prepared to share insights into your organization's change management initiatives as the group explores how to best determine the impact of change management practices and gain visibility into change saturation within an organization.
10:15 AM - 10:30 AM
10:30 AM - 11:30 AM
Speaker(s): Ross Henderson, Performance Consultant, Puget Sound Energy, Liz Zimmerly, Performance Support Services Manager, Seattle City Light
Join this session to learn about problem solving tools and techniques two utilities use to improve organizational performance and become more intentional in addressing customer and stakeholder needs and expectations. This session will identify best practices and provide attendees practical tips on conducting root cause analyses, building business cases, implementing corrective actions, and measuring success.
11:30 AM - 12:30 PM
Enjoy a catered lunch onsite.
12:30 PM - 1:30 PM
Working Breakout Session
Facilitator(s): Ross Henderson, Performance Consultant, Puget Sound Energy, Liz Zimmerly, Performance Support Services Manager, Seattle City Light, Ross Henderson, Performance Consultant, Puget Sound Energy
Applying learnings from previous sessions, participants will devise solutions to provided scenarios.
1:30 PM - 1:45 PM
1:45 PM - 2:30 PM
Facilitator(s): Janette Cruz, Sr. Enterprise Performance Planning Coordinator, Enterprise Performance, Sacramento Municipal Utility District
This time is reserved for the group to return to topics that came up throughout the forum that merit fuller discussion.
2:30 PM - 3:00 PM
Wrap-up and Spring Planning
Join for a discussion on spring 2018.
Judy Cocchiarella is the Manager of Organizational Change Management within the Enterprise Projects and Performance Department at Puget Sound Energy. The EP&P was created in the Fall of 2016 so is a relatively new organization. The EP&P has 3 departments within it including Performance Improvement and Project Practices along with OCM. Judy previously built the Business Analyst Practice within the IT PMO at PSE which was involved in change management, and has a background in continuous improvement. She is certified as an ASQ Six Sigma Green Belt (CSSGB), a Certified Business Analyst Professional (CBAP), and a Prosci Certified Change Practitioner.
Seth Johnston is a Senior Organizational Effectiveness Consultant in the Human Resources department at NW Natural. He’s new to the team, having joined NW Natural one year ago. Prior to NW Natural Seth was an HR Business Partner at a large software company. One of his primary goals is to build the change management capability within the organization.