Using Amper Data to Set Quarterly Milestones and Strategies
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Using Amper Data to Set Quarterly Milestones and Strategies

After your annual goals have been set, you’ll need to set up a schedule of quarterly meetings. In these meetings, the internal teams will review how the end-of-year goals are progressing and determine the necessary strategies to hit the next quarterly milestones.

Quarterly Meeting Agenda

  • Review last quarter’s strategies and milestones to see if goals were met.
    • Why or why not?
  • Review last quarter’s top downtime reasons
  • Set the strategy statement for this quarter
  • Set 3-4 Key Results
    • Who should attend?

    • All Area Managers/Directors (Engineering, Operations, Maintenance)
    • General Manager (GM)
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      Useful Amper Reports for these meetings: 1. Year to Date Utilization Summary 2. Year to Date Executive Summary 3. Last Quarter’s top Downtime Breakdown

      Quarterly Milestone & Strategy Examples

      Q1

      In the True North Tracker, you’ll see a table to input the top 3 downtime reasons. As you can see in this example, for Q1, the top reasons are unknown because no one has been downtime labeling yet.

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      The quarterly Strategy Statement clearly states what the focus for this quarter will be.

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      The Key Results demonstrate how success will be measured at the end of the quarter. Key Results can be milestones that directly reflect the True North KPIs or they could be related to other projects.

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      Q2

      After a concerted effort of downtime labeling in Q1, the top 3 downtime reasons are reflected below for Q2.

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      The quarterly Strategy Statement clearly states what the focus for this quarter will be. It was decided that focusing on the top 2 reasons will be most important, as there is not enough time to work on the third reason.

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      For Q2, the three Key Results are shown along with the “reduce time waiting on quality” initiative and “SMED Event” project.

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      Q3

      After working on “Waiting on QC” in Q2, it is no longer among the top 3 downtime reasons for this quarter. The new 3 top reasons are “Setup”, “No Operator”, and “Lunch/Break”.

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      The quarterly Strategy Statement clearly states what the focus for this quarter will be. After doing a impact/effort matrix, it was found that “Lunch/Break” was a better project to work on over “No Operator” as it required less effort. So the focus for Q3 will be on “Setup” and “Lunch/Break”.

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      The top 5 Key Results for this quarter are listed below.

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      Q4

      With 2 quarters of work on improving “setup”, it has now dropped off from the top reasons for downtime. Below is the list of new reasons this quarter.

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      This Strategy Statement clearly states that for Q4, it is time to focus on the “No Operator” downtime reason.

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      Q4 is always short with all of the holidays, so only one extra project has been added to the Key Results for this quarter.

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