Elements and Performance Criteria
- Design benchmarking approach
- The organisation's core business, functions, and purpose are confirmed to provide a context for the benchmarking exercise.
- The organisation's strategic and organisational context is analysed to identify factors with current or future impact on the organisation.
- The scope of the benchmarking exercise is established and objectives, desired outcomes, timeframes and resources are determined.
- A benchmarking approach is designed in accordance with the scope, desired objectives/outcomes and available resources.
- A project plan is prepared and approved in accordance with organisational policy and procedures.
- Establish benchmarks
- Key result areas are identified for benchmarking in accordance with determined scope and objectives.
- Research is conducted to establish the benchmarks to be used for the measurement of organisational performance.
- Consultation to consider and confirm the validity and usefulness of the benchmarks is conducted with key stakeholders.
- Benchmarks are confirmed and obtained, or arrangements made to develop/use them in accordance with legislation, standards, policies and guidelines.
- Establish and manage benchmarking exercise
- Staffing arrangements are established and resourced in accordance with project plan.
- Consultation, communication with stakeholders and ongoing progress reports are included as a feature of the management of the exercise to ensure the engagement and cooperation of those people in the areas being benchmarked.
- Benchmarking exercise is managed in accordance with timeframes and budgetary constraints.
- Gather and analyse information
- Networking and consultation are undertaken with staff in the areas to be benchmarked, to gather tacit knowledge.
- Encouragement of open and honest input is provided to ensure outcomes are valid, reliable and useful for improving performance.
- Organisational data is gathered, collated with information from consultation and analysed against benchmarks in accordance with the project plan.
- Benchmarking findings are discussed with staff and management, and feedback is incorporated into final results.
- Report on/act on benchmarking outcomes
- Benchmarking report is written to meet audience needs and is presented in accordance with organisational requirements.
- Areas of excellence/strengths and recommendations for improvement are identified in the report in accordance with pre-determined objectives and outcomes.
- When required, a strategy is developed for phased implementation of recommendations that meet organisational requirements.
- Research information is preserved and stored in accordance with organisational and security requirements to provide historical data for subsequent benchmarking exercises.
- Benchmarking outcomes are acted upon/recommendations implemented in accordance with organisational requirements.