System and method for examining, describing, analyzing and/or predicting organization performance in response to events

• US 20070299720A1
• Filed: 10/16/2006
• Published: 12/27/2007
• Est. Priority Date: 06/23/2006
• Status: Active Grant

• Current Assignee: Dennis Tafoya
• Original Assignee: Dennis Tafoya
• Inventors: Tafoya, Dennis William
• Granted Patent: US 7,865,383 B2
• Time in Patent Office: Days
• US Class Current: 705/7.36
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data

Abstract

A system and method for examining, describing, analyzing and/or predicting an organization'"'"'s emerging levels of performance during routine, special and unexpected events are presented. The tools include a methodology and processes for systematically building, collecting and archiving profiles of the performance capacity within specific organizations or across wider industry or cultural groups. The use of various unique and precise ways to observe, classify, measure and, analyze organizations and the events they are expected to manage allows for discussions of an organization'"'"'s current ability to perform and the development and testing of projections or forecasts of future performance. Finally, having the option to speculate or to develop what-if scenarios extends the overall usefulness of the device described herein beyond reviews of how an organization is currently, to broader discussions of the organization'"'"'s general capacity to withstand threats, challenges or attacks emerging from within or outside. In this last analysis, particular emphasis is placed on identifying, monitoring and measuring potential threats, challenges or attacks arising from intentional, constructed efforts of others (i.e., other individuals or organizations) versus those threats, challenges or attacks associated with factors beyond the organization'"'"'s control, for example, economic or weather-related conditions.

Claims

1. A method for forecasting organization performance, comprising:

a) data collection management and storage strategies and devices comprised of typologies and methods for observing, describing, measuring and classifying phenomena effecting organization performance (e.g., organization type, events, expectations and outcomes) and storing a universe of organization-, event- and performance-related information comprising type, operational status, features, characteristics, inherent make-up;

b) data manipulation and screening devices comprising means for identifying, classifying and sorting organization, event and performance-related information (for example, type, operational status, features, characteristics, inherent make-up, performance expectations and/or performance outcomes);

c) a data manipulation and analyzing devices comprised of ways to describe, estimate and forecast levels of organizational performance and/or for comparing and contrasting performance within organization areas and/or between or among different organizations;

2. The system of claim 1, wherein said data collection management and storage devices comprise:

a) typologies and methods for classifying different types of organizations comprised of operational definitions for the types of organizations and stipulation of a universe of organizations in terms of specific characteristics or traits and performance-related information;

b) data collection or rating tools comprised of survey'"'"'s, forms or the like, that allow for the observation and description of organizations and observed phenomena;

c) protocols, set of rules or ordered methods for using and managing data collection materials and processes;

3. The system of claim 1, wherein said data collection management and storage devices comprise:

a) typologies and methods for classifying different types of organizational profiles comprised of operational definitions for the types of organizations and stipulation of a universe of profiles in terms of specific characteristics or traits and performance-related information;

b) data collection or rating tools comprised of survey'"'"'s, forms or the like, that allow for the observation and description of organizations and observed phenomena;

c) protocols, set of rules or ordered methods for using and managing data collection materials and processes;

4. The system of claim 1, wherein said data collection management and storage devices comprise:

a) typologies and methods for classifying different types of events comprised of operational definitions for the types of events and stipulation of a universe of events in terms of specific characteristics or traits and performance-related information;

b) data collection or rating tools comprised of survey'"'"'s, forms or the like, that allow for the observation and description of events and observed phenomena;

c) protocols, set of rules or ordered methods for using and managing data collection materials and processes;

5. The system of claim 1, wherein said data collection management and storage devices comprise:

a) typologies and methods for classifying different types of outcomes comprised of operational definitions for the types of events and stipulation of a universe of outcomes in terms of specific characteristics or traits and performance-related information;

b) data collection or rating tools comprised of survey'"'"'s, forms or the like, that allow for the observation and description of events and observed phenomena;

c) protocols, set of rules or ordered methods for using and managing data collection materials and processes;

6. The system of claim 2, wherein said data manipulation and screening device to determine, classify and sort organizations in terms of their inherent make-up comprises:

a) utilization of resources (including, for example, aforementioned typologies and methods) for classifying different types of organizations, events, organization profiles, etc.;

b) methods for observing, describing and measuring unique and distinct organization profiles comprising protocols or guidelines documenting the nature of organization profiles, forms or code sheets to aid in recording observations or other information management methods and materials as needed;

7. The system of claim 2, wherein said data manipulation and screening device to determine, classify and sort events in terms of their inherent make-up comprises:

a) utilization of resources and strategies (for example, aforementioned typologies and methods) for classifying different types of events;

b) methods for observing, describing and measuring, recording or storing unique and distinct event profiles;

c) protocols or guidelines documenting the nature of event profiles;

8. The system of claim 2, wherein said data manipulation and analyzing devices to estimate likely levels of performance given an organizations'"'"' type or an organization'"'"'s profile comprises:

a) a means for identifying the features and characteristics associated with the organization'"'"'s hard (architecture and structure) and soft (e.g., mission, goals, objectives, etc.) factors that may shape performance of the organization selected for analysis;

b) a means for identifying the organization'"'"'s expertise and the urgency it demonstrates that may shape performance;

c) a means for identifying the organization'"'"'s equilibrium or strengths vs exposures, vulnerabilities and/or risks that may shape performance;

d) a means for identifying anticipated or expected performance outcomes;

e) a means for identifying current levels of performance;

f) a means for identifying expected levels of performance given the organization'"'"'s features, characteristics and performance requirements.

9. The system of claim 2, wherein said data manipulation and analyzing device to estimate required levels of performance for organizations or an organization given its type and associated with the emergence of different types of events comprises:

a) a means for identifying the performance standards vis a vis organizational type and performance baselines (e.g., mission, goals, objectives, etc.);

b) a means for identifying performance standards vis a vis event type (e.g., anticipated and unanticipated day-to-day, etc.);

c) a means for identifying outcomes of performance (e.g., products, results, impacts) vis a vis event types;

d) a means for measuring levels of performance;

f) a means for auditing and evaluating the quality of analysis.

10. The system of claim 3, wherein said data manipulation and analyzing device to forecast the emergence of particular events given the organization, its type, its profile and types of events comprises:

a) a means for identifying the target organization, performance standards, events and outcomes comprising the model of interest;

b) a means for selecting the appropriate forecasting algorithm and formula given the model of interest;

c) a means for conducting the analysis;

d) a means for reviewing the results;

e) a means for auditing and evaluating the quality of analysis.

11. The system of claim 3, wherein said data manipulation and analyzing device to compare and contrast performance within, between or among organizations comprises:

a) a means for identifying the target organizations, performance standards, events and outcomes comprising the model of interest;

b) a means for selecting the appropriate forecasting algorithm and formula given the model of interest;

c) a means for conducting the analysis;

d) a means for reviewing the results;

e) a means for auditing and evaluating the quality of analysis.