Nordvik Region and Hansa Mutual: Conclusions for Two Organisations

All courses / AI Leader / Module 7 / Chapter 32

Learning objectives

After the lesson the participant can:

• Explain the conclusions drawn for Nordvik Region and for Hansa Mutual and what stayed open in each.
• Assign decisions to the body that owns them and state why each belongs there.
• Design measures with an owner, an independent evidence owner, a method, a baseline and an evidence-age rule.
• Draft a twelve-month plan that closes expired claims first and states its costs and risks.

Key concepts

Close what has expired first

The rule that runs through both plans: re-measure, re-read and re-run what has lapsed before opening anything new. The likeliest finding at month 12 is a claim that nobody re-measured, and the remedy is the calendar in the plans, not further measures.

Ceilings stay where they are

Neither plan raises a ceiling, because nothing in the year's records meets the written conditions for a higher level. At Nordvik the cost of waiting is staff time; the cost of moving without evidence is a second briefing incident in a paper a council votes on.

Hardest test

Nordvik, answering to a council and the public, finds Explain hardest: reasons in plain words, reconstructed from the record. Hansa, with two Mode 5 agents acting within mandates, finds Reach hardest: stop paths that are real and that drift.

Nine measures

K1 to K9 test the book's claims locally: answerability tests, current delegation profiles, seeded-error catch rates, claims shown with method and date, span and coaching, agreements covering systems that affect staff, drill times, unaided explanations, and exit tests. Each has an evidence owner who does not own the system measured.

Records as theatre

A plan with owners, dates and a calendar creates the appearance of control, which is what the AI-theatre board and the green dashboard describe. The protections are a partner who reads first views, a count of open items in each pack and drills with the assistants off.

Interactive exercises

Do them here and get feedback at once. Choose a card and then where it belongs, or drag it.

Teaching plan

Discussion

1. Nordvik's management group assistants have a profile, a specification, a union agreement and a drill, while the assistant used by 3,200 employees has a decision record and an 18-month-old figure. Why does governance effort so often land where use is narrowest?
2. Hansa is advised to set no new adoption percentage until it has measured value. What pressure would your executive team face in holding that line for a year?
3. One listed risk is that the plan itself costs more than it returns. How would you decide which measure to drop, and who should have a say?

Written exercise

Self-test

Choose an answer to see whether it is right, or open the answer below each question.

1. What does the chapter identify as Nordvik Region's largest unexamined exposure?

   1. The council-paper summariser, which has no secretary's check
   2. The staff assistant used by about 3,200 employees, which is outside the union agreement
   3. The delegation profile of the management group, which caps every class at Level 3 Bounded
   4. The elected auditors, who refuse to review the committee's pack
   Show the answer

   B. The staff assistant used by about 3,200 employees, which is outside the union agreement
   The management group's assistants are well governed, while the staff assistant carries most of the effects on people and has only a decision record and an adoption figure 18 months old. The plan brings it into the agreement in the second quarter.

2. Which requirement applies to the evidence owner of each of the nine measures?

   1. The evidence owner must be a member of the management body
   2. The evidence owner must be the sponsor of the system measured
   3. The evidence owner must not be the owner of the system measured
   4. The evidence owner must be an external auditor engaged under contract
   Show the answer

   C. The evidence owner must not be the owner of the system measured
   Each measure has an owner, a method, an evidence-age rule and an evidence owner independent of the system measured, for example the controller instead of the CIO for the adoption figure at Nordvik.

3. What does the chapter say is the weakest reading of a measure at month 12?

   1. A measure that has worsened since the baseline was taken
   2. A measure that is unchanged after a year of effort
   3. A measure that improved by less than the plan proposed for month 12
   4. A measure that cannot be read because its evidence has expired
   Show the answer

   D. A measure that cannot be read because its evidence has expired
   Improvement supports the claims locally, no change raises questions about the work or the instrument, and worsening teaches something. A measure whose evidence has expired says nothing, and it is the likeliest finding.