Phase II: Collect & Analyze

Goals should be assessed over a number of annual assessment cycles. During the assessment process, functional units should assess 1 or 2 specific goals per annual cycle. Phase 2 should then be completed each year for the goals and objectives that are being assessed by the functional unit during the annual cycle.

The second phase consists of collecting and interpreting the results of the key performance indicators. It is critical to have well-defined objectives, strategies, and key performance indicators that provide a roadmap for collecting meaningful data and analyzing the results.

To begin this phase:

  • Determine the goals that will be the focus of the assessment cycle
  • Determine the unit’s plan for systematically collecting information
  • Specify the person(s) responsible for collecting information
  • Specify the person(s) responsible for analyzing information
  • Establish a timeline for completion

I. Collect and Record Results

Collect and record the results of your key performance indicators. Write the results with as much detail as possible. This will increase the ability of the unit to interpret the information. For each KPI, include information regarding when the results were collected.

II. Analyze and Interpret Results

Analyze and interpret what the results indicate about the unit’s progress towards meeting its objectives. This interpretation should be recorded in detail to help the unit make meaningful recommendations in Phase 3.

It is important to include as many members of a functional unit as possible in Phase 2. Staff members directly involved in a process or service are likely able to offer an insightful understanding of the implications of results and provide a more accurate interpretation.