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A Practical Guide to Measuring Organizational Performance

How far away is your goal?  Wouldn't it be helpful to know?  Learning how to customize the definition of success to suit your organization and how to select appropriate milestones will help you know whether your organization is on track or off course.  A Practical Guide to Measuring Organizational Performance is for executives, managers, and anyone who is responsible for strategic planning, organizational development or communication of organizational performance.

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Date: Wednesdays
Oct 30 - Nov 13
Time: 2:00 - 5:15pm
Location: University of Montana campus
James E. Todd Building
Hours of Instruction: 9
Course Fee: $300
Registration: Register Now

Course Description:

Organizations of all types, large and small, public and private, for profit and non-profit have a need to measure their performance. The ability to demonstrate desired outcomes of program innovations or strategic initiatives may determine future investment options, or result in successful awards of contracts or grants. Further, organizations may be required to demonstrate compliance with externally defined measures in order to attain accreditation or receive funding.

This course is an introduction and practical guide to performance measurement which is the process of identifying, tracking, and analyzing specific indicators to assess attainment of goals.  Good performance measures are meaningful in the context of the organization's mission and priorities.  Criteria for selection of indicators, practicalities of data collection and analysis and communication techniques will also be presented.  The course will incorporate examples of performance indicators from healthcare, transportation, business, education, and government.  The course format will include lectures, exercises and group discussions.

Topics include:

  • Definitions, purposes, and types of measures, plus criteria for good measures
  • Data considerations: sources, quality and quantity of indicators, collection methods, tracking performance
  • Analysis and methods of presenting data:  benchmarks, balanced scorecards, and goal assessment

About the Instructor: Kathleen Jackson

Kathleen Jackson, PhD, is a Partner in Jackson & Jackson, LLP, a Montana business engaged in providing specialized research, analysis, and consulting services for public and private entities. For over twenty years, she worked in a medical center setting where she analyzed metrics relevant to the performance of specialized programs for patients. She implemented a balanced scorecard for tracking and reporting organizational performance on strategic objectives and routinely communicated results to management and staff. She was also system manager and trainer for four software products used in hospital settings. She has taught university courses and worked as a project director for a company which evaluated programs produced for public television audiences. During her career, she has completed extensive professional development coursework online and at conferences.

Course refund and parking information

  • School of Extended & Lifelong Learning
  • The University of Montana
  • 32 Campus Drive
  • Missoula, MT  59812
  • Phone: (406) 243-2900
  • Fax: (406) 243-2047
  • Email: sell@umontana.edu