ABAI 2020 Workshop: Value-based Performance Scorecards


ABAI 2020

901 Massachusetts Ave NW, Washington, DC 20001

8 am to 3 pm EST

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BECCA TAGG (Del Mar Center for Behavioral Health), SHANNON BIAGI (Chief Motivating Officers), KAITLIN SHAFFER (Del Mar Center for Behavioral Health)
Description: Performance scorecard systems have been demonstrated to be an effective method by which to increase the performance of staff members through clarifying expectations, providing a means of objective feedback, and encouraging data-based reinforcement. In this hands-on workshop, a case study of a novel application of performance scorecards will be shared, which focuses on broader organizational values rather than solely on traditional business results. Benefits of these types of systems, including their role in reducing bias and increasing value-driven behavior, will be discussed. During the workshop, participants will take steps towards developing their own scorecard systems, individually or in teams, as the presenters walk through how the case study was developed.

Learning Objectives: During this workshop, participants will:

Identify how bonus/scorecards can impact organizational behavior

  • Recognize the process followed during the case study presented for developing the bonus/scorecard system
  • Associate common value terms with the behaviors that represent those values
  • Determine the best fit of different strategies of measurement for value-based behaviors based on organizational factors and culture
  • Identify potential benefits of bonus/scorecard systems
  • Match limitations encountered during the case study to their proposed resolutions
  • Define the organizational performance category or value-driven behavior they are seeking to impact
  • Select and operationalize the behaviors and results that contribute to those performance categories
  • Determine the strategy for measuring the behaviors and results, including how they will be measured, how often, and who is responsible for collecting and reporting the data
  • Calculate the range of measurement for each behavior/result, including the lowest acceptable value, the median value, the targeted value, and the stretch goal
  • Assign priority weights based upon several factors, including strategic importance, relative control, company goals, etc.
  • Assemble the scorecard with the information they’ve gathered Identify best practices for historical data testing, piloting, and incentive program development
  • Plan for launching full scale, including how to monitor social validity and data trends
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