CIO們如何利用OKRs, KPIs and ODMs發揮最大影響.pdf

1、 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.This publication may not be reproduced or distributed in any form without Gartners prior written permission.It consists of the opinions of Gartners research organization,wh

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4、ced independently by its research organization without input or influence from any third party.For further information,see Guiding Principles on Independence and Objectivity.Vivid GongCIOCIO們如何利用OKRs,KPIs and ODMsOKRs,KPIs and ODMs發揮最大影響2 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Ga

5、rtner is a registered trademark of Gartner,Inc.and its affiliates.Source:DALL.E 2;Prompt:Impressionist painting of a CEO drowning in graphs and charts績效考核過度，你有嗎?3 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.關鍵問題1.為什么績

6、效指標很重要?2.OKR 和 KPI 有什么不同(ODM究竟是什么)?3.工作中，我該如何運用這些技能來實現影響最大化?4 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.關鍵問題1.為什么績效指標很重要?2.OKR 和 KPI 有什么不同(ODM究竟是什么)?3.工作中，我該如何運用這些技能來實現影響最大化?5 2023 Gartner,Inc.and/or its affiliates.

7、All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.Source:DALL.E 2;Prompt:An oil painting of a technology leader juggling metrics in the boardroom為什么“正確的績效衡量標準”對你來說很重要?你需要正確的績效衡量標準來:領導你的部門 溝通數字化轉型的進展 為有價值的故事添加證據 傳達影響和價值6 2023 Gartner,Inc.and/or its affiliates.All

8、 rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.業務成果我們看重什么?7 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.正確的績效衡量指標可以幫助CIO關注技術對利益攸關方價值的最大影響.8 2023 Gartner,Inc.and/or its affiliates.

9、All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.關鍵問題1.為什么績效指標很重要?2.OKR 和 KPI 有什么不同(ODM究竟是什么)?3.工作中，我該如何運用這些技能來實現影響最大化?9 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.42%42%將OKR 作為

10、執行商業戰略的工具Source:2022 Gartner Barriers to Continuous Strategy Execution Survey OKRs OKRs 是一片新的藍海!10 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.什么是OKR?OKR?Best PracticesReviewed monthly or weeklySweet spot to achieve p

11、ercent of the resultsObjectives at any timeKey results per objectivesSet quarterly3370%Source:How CIOs Can Use Objectives and Key Results to Drive Execution Success(G00723512)目標:五年內實現 PHRG 營收達到20億美元的目標重要結果1:平均合同價值增加5%重要結果2:開拓兩個新市場來自PHRG的OKR例子OKR的要素和最佳實踐概述OKR 的要素目標：雄心勃勃的以行動為導向關鍵結果：明確目標的可實現性可以量化導致客觀評分

12、11 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.OKR OKR 最佳實踐Best PracticesReviewed monthly or weeklySweet spot to achieve percent of the resultsObjectives at any timeKey results per objectivesSet quarterly3370%Source:H

13、ow CIOs Can Use Objectives and Key Results to Drive Execution Success(G00723512)OKR的要素和功能概述OKR 的要素最佳實踐目標：雄心勃勃的以行動為導向任何時候的目標每個目標的關鍵結果實現百分百結果的最佳點主要結果：明確目標的可實現性可以量化導致客觀評分每季度設置按月或周進行復盤在所有員工面前和網上公開12 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,I

14、nc.and its affiliates.我應該使用和分享哪些Metric/KPIMetric/KPI指標?13 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.匯報線上還是線下部分?CIO高管利益攸關方(董事會,C-Suite管理層,“業務高管”)I&OD&AITSMSoftware EngineeringPMORisk&SecurityIT FinanceEA14 2023 Gartn

15、er,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.什么是結果驅動的指標(ODM)(ODM)?Source:Outcome-Driven Metrics for the Digital Era(G00726073)線上部分：業務成果業務決策技術運營指標業務成果業務成果-驅動指標技術成果-驅動指標市場占有率10%產量翻番100%新產品數量50%MES能力擴展到制造全流程，系統性能線下部分：IT運營產品研發PLM工具上

16、新臺階，制造系統MES需要重大改進，兩者與ERP集成。建此能力需要投入500K,人才1.5。15 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.OKRs 關注的是“什么和如何”,而KPIs 和ODMs 關注的是“做得怎樣”.16 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registere

17、d trademark of Gartner,Inc.and its affiliates.關鍵問題1.為什么績效指標很重要?2.OKR 和 KPI 有什么不同(ODM究竟是什么)?3.工作中，我該如何運用這些技能來實現影響最大化?17 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.選擇時機:什么時候使用那種工具?這是一個關于CIO如何使用工具的故事.對IT和企業成果產生最大的積極影響.C

18、-Suite高管對IT績效的評估與業務部門領導討論業務案例場外年度戰略會議18 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.時刻一:場外年度戰略會19 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its aff

19、iliates.Source:Case Study:Distributed Decisions for Iterative Strategic Planning(PHRG)(G00718045);How CIOs and Technology Leaders Can Adopt OKRs to Drive Business Results PHRG OKRPHRG OKRs s 賦能分布式決策PHRG的一系列目標和關鍵結果(OKRs)20 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a regist

20、ered trademark of Gartner,Inc.and its affiliates.企業長期 OKRs目標:五年內實現PHRG 營收達到20億美元的目標重要結果1:平均合同價值增加5%重要結果2:開拓兩個新市場Source:Case Study:Distributed Decisions for Iterative Strategic Planning(PHRG)(G00718045);How CIOs and Technology Leaders Can Adopt OKRs to Drive Business Results PHRG OKRPHRG OKRs s 賦能分布式

21、決策PHRG的一系列目標和關鍵結果(OKRs)21 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.重要結果 1:20%的北美客戶購買售后解決方案PHRG OKRPHRG OKRs s 賦能分布式決策PHRG的一系列目標和關鍵結果(OKRs)企業長期 OKRs年度業務 OKRs目標:五年內實現PHRG 營收達到20億美元的目標重要結果1:平均合同價值增加5%重要結果2:開拓兩個新市場目標:增

22、加售后解決方案的采用重要結果 2:客戶對售后解決方案的滿意度提高 10%重要結果 5:Source:Case Study:Distributed Decisions for Iterative Strategic Planning(PHRG)(G00718045);How CIOs and Technology Leaders Can Adopt OKRs to Drive Business Results 22 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademar

23、k of Gartner,Inc.and its affiliates.重要結果 1:20%的北美客戶購買售后解決方案PHRG OKRPHRG OKRs s 賦能分布式決策PHRG的一系列目標和關鍵結果(OKRs)企業長期 OKRs年度業務 OKRs季度 IT OKRs目標:五年內實現PHRG 營收達到20億美元的目標重要結果1:平均合同價值增加5%重要結果2:開拓兩個新市場目標:增加售后解決方案的采用重要結果 2:客戶對售后解決方案的滿意度提高 10%目標:為售后解決方案賦能精準營銷OKR 所有者 1KR 1:100%整合新收購業務的數據OKR Owner 2KR 2:80%的營銷團隊利用新

24、的精準營銷數據重要結果 5:OKR Owner 5KR 5:Source:Case Study:Distributed Decisions for Iterative Strategic Planning(PHRG)(G00718045);How CIOs and Technology Leaders Can Adopt OKRs to Drive Business Results 23 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,

25、Inc.and its affiliates.使用 OKRs OKRs 調整執行PHRG 每兩周更新一次目標狀態OKR 所有者 2目標:售后解決方案的精準營銷.Q1/Week 8OKR 所有者1目標:售后解決方案的精準營銷.Q1/Week 8關鍵結果任務進展障礙行動步驟100%整合新收購業務數據定義數據模型完成NoneN/A優先考慮要集成的數據未完成(有20%信心在本季度完成目標)新業務整合添加新任務以規劃新的業務數據資產遷移數據至數據湖未開始需要確認數據優先級跟蹤主要成果的進展情況:OKR 所有者每兩周提供關鍵進展的更新，可以匯總起來跟蹤實現目標的總體進展.1識別KR成就的障礙:OKR 所有

26、者發現內部或外部執行障礙，提醒領導層可能會延遲執行.2定義OKR完成信心:OKR 不僅可以跟蹤進度，還可以確定他們在下個季度實現OKR的信心.3調整執行:OKR 所有者可以自動添加或調整任務以滿足關鍵結果，這些決定被記錄并納入未來的計劃.41234Source:Case Study:Distributed Decisions for Iterative Strategic Planning(PHRG)(G00718045);How CIOs and Technology Leaders Can Adopt OKRs to Drive Business Results 24 2023 Gartn

27、er,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.時刻二:與業務部門領導討論業務案例25 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.價值結果驅動的指標層次結構：HH&MM 營收案例綜合業務成果24個月內銷

28、售收入提高25%Source:Digital-Outcome-Driven Metrics for Insurance G4023338)26 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.價值結果驅動的指標層次結構：HH&MM 營收案例綜合業務成果24個月內銷售收入提高25%業務成果驅動指標6個月內新建2個研發中心開發新的市場活動9個月內新建2條生產線Source:Digital-Out

29、come-Driven Metrics for Insurance G4023338)27 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.價值結果驅動的指標層次結構：HH&MM 營收案例綜合業務成果24個月內銷售收入提高25%業務成果驅動指標技術成果驅動指標6個月內新建2個研發中心同期完成 防火墻 網絡分步實施研發協同平臺 PLM開發新的市場活動9個月內新建2條生產線同期完成 MES ER

30、P擴容產線并與研發對接新產品市場數據分析及洞察Source:Digital-Outcome-Driven Metrics for Insurance G4023338)28 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.任務價值結果驅動的度量層次結構：P&C P&C 保險案例綜合業務成果保險組合的盈利能力Source:Digital-Outcome-Driven Metrics for I

31、nsurance G4023338)29 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.任務價值結果驅動的度量層次結構：P&C P&C 保險案例綜合業務成果保險組合的盈利能力業務成果驅動指標索賠比例每宗索賠費用（損失-理賠費用）每 1，000名報告索賠中的全職員工數Source:Digital-Outcome-Driven Metrics for Insurance G4023338)30

32、 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.任務價值結果驅動的度量層次結構：P&C P&C 保險案例綜合業務成果保險組合的盈利能力業務成果驅動指標技術成果驅動指標索賠比例STP比率每宗索賠費用（損失-理賠費用）每 1，000名報告索賠中的全職員工數數碼首次遺失通知百分比解決索賠的平均時間Source:Digital-Outcome-Driven Metrics for Insuranc

33、e G4023338)31 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.時刻三:C-Suite高管對IT績效評估32 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.從洞察力到信息再到

34、行動我們都同意的事實有哪些？我們為什么要關心？我們怎么辦？33 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.非 IT IT 主管的 IT IT 儀表板Z價值經營業務業務優化%服務會議 SLAs使用數字渠道的新客戶百分比當前2025 目標25%60%自動化客戶交易的百分比當前2023 目標27%60%20%30%15%40%目標 1 1目標 2 2目標 3 3目標 4 4Source:To

35、ol:IT Dashboard for Non-IT Executives(G00760598)96%94%97%97.50%Q2 2021Q3 2021Q4 2021Q1 20222Q213Q214Q211Q22成本風險34 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.運維,72%變更,28%標準 IT,82%業務 IT,16%影子 IT,2%非 IT IT 主管的 IT IT 儀表板

36、Z價值成本經營業務業務優化每位員工的 IT 支出2%2.40%UsPeers$4.80$5.10 UsPeersIT 預算拆分IT 支出占收入/運營支出的百分比%服務會議 SLAs使用數字渠道的新客戶百分比當前2025 目標25%60%自動化客戶交易的百分比當前2023 目標27%60%20%30%15%40%目標 1 1目標 2 2目標 3 3目標 4 4Source:Tool:IT Dashboard for Non-IT Executives(G00760598)96%94%97%97.50%Q2 2021Q3 2021Q4 2021Q1 20222Q213Q214Q211Q22我們我們

37、同行同行風險35 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.運維,72%變更,28%標準 IT,82%業務 IT,16%影子 IT,2%非 IT IT 主管的 IT IT 儀表板Z價值成本風險經營業務業務優化領先指標滯后指標已過生命周期的應用程序百分比25%修補關鍵系統的天數55網絡釣魚點擊率15%罰款和處罰丟失的數據記錄數550運營時間損失35$10K每位員工的 IT 支出2%2.4

38、0%UsPeers$4.80$5.10 UsPeersIT 預算拆分IT 支出占收入/運營支出的百分比%服務會議 SLAs使用數字渠道的新客戶百分比當前2025 目標25%60%自動化客戶交易的百分比當前2023 目標27%60%20%30%15%40%目標 1 1目標 2 2目標 3 3目標 4 4Source:Tool:IT Dashboard for Non-IT Executives(G00760598)96%94%97%97.50%Q2 2021Q3 2021Q4 2021Q1 20222Q213Q214Q211Q22我們我們同行同行36 2023 Gartner,Inc.and/o

39、r its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.在正確的時間使用正確的工具，以最大限度地發揮您的工具包的影響。37 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.通過合適的工具使影響最大化戰略上傳下達、執行、溝通根據設定的指標跟蹤

40、和溝通績效在技術和業務成果之間建立明確的聯系OKRsKPIsODMsSource:DALL.E 238 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.推薦了解 OKR、KPI 和 ODM 之間的根本區別；因此，您可以有效且成功地將它們用于正確的目的。使用 OKR 設定目標和級聯策略。使用 KPI 跟蹤和傳達最重要目標（價值、成本和風險）的績效。使用 ODM 在技術運營、技術成果和業務成果之

41、間建立有效關聯。共同使用這些工具來關注最重要的結果并交流進展情況.39 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.Access to Gartner research is subject to entitlement.For information,please contact your Gartner representative.Gartner Gartner 推薦研究OKRs,

42、KPIs and ODMs:How Theyre Different and When to Use ThemSrinath Sampath and Paul Proctor(G00745243)Everything CIOs Need to Know About OKRsIrving Tyler,Christie Struckman and Others(G00761536)Tool:IT Dashboard for Non-IT ExecutivesSrinath Sampath(G00760598)Outcome-Driven Metrics for the Digital EraPau

43、l Proctor,Galliopi Demetriou and Others(G00726073)IT Key Metrics Data 2023:OverviewEric Stegman,Jamie Guevara and Others(G00779682)40 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.Access to Gartner research is subject t

44、o entitlement.For information,please contact your Gartner representative.Gartner Gartner 推薦工具包OKRs Toolkits:Ignition Guide for CIOs to Kickstart the OKR ProcessToolkit:Get Your OKR Program Started With These WorkshopsKPIs Toolkits:Infographic:7 Value Stories to Communicate the Business Value of ITTool:IT Dashboard for Non-IT ExecutivesODMs Toolkits:Research Roundup for Digital-Outcome-Driven Metrics for IndustriesTool:Catalog of Business-Aligned Outcome-Driven Metrics for Risk and SecurityIgnition Guide to Building Consensus on Business-and Technology-Outcome-Driven Metrics