BSC Online Community Forums - Matrix to evaluate alignment

Originally posted by: patrick jaulent

Hello,

Balanced Scorecard is an excellent Tool for Translating Strategy to Execution. To carry out the strategy the organization should be aligned

To align the organization and the strategy we use a matrix. I defined this type of matrix in my thesis in 1988. I did not think of using it then.

This matrix makes it possible to evaluate the level of alignment. Alignment between:

-> Actions of progress - Initiatives - Objectives (financial & Customer) ;

-> Incentives - Objective of employees - Objectives (drivers and/or impact) ;

-> Drivers Objectives (Internal processes & L&G) - Business processes - Impact Objectives (Finance & Customer)

-> Investments - Objectives

-> ....

The how do we know we are selecting the right initiatives to drive our strategy ? Do we even have visibility into all the initiatives ? Are we getting the necessary benefits from the initiatives ?

I send document to moderator

I look forward to more discussion on this topic within this forum.

--->> To obtain information on the matrix you can contact me on my E email

Regards

Patrick Jaulent, France
Senior Manager, Accenture, France
President BSC club, France

Edited: 03/02/2008 at 05:05 AM by patrick jaulent

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05/28/2007 03:13 AM

MANOJ ONKAR
Junior Member

Posts: 9
Joined: 03/28/2007

hi,

pls. send the presentation and excel file.

we are implementing BSC in a training and consulting company in India.

Hope to add value.

thanks
manoj onkar
manojonkar@gmail.com

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09/17/2009 03:03 AM

Tesfaye Tesema
Junior Member

Posts: 2
Joined: 09/17/2009

Dear sir we implementing BSC in in a government institution. we have already cascaded down to SBU's. our top ( 4th ) perspective is 'the customer perspective, since the ultimate interest of the government institutions is to serve the public. my question is what concrete activities do we have in the 'customer' perspectives, except ensuring the satisfaction of the public through survey or any other instrument. most of activities to satisfy the public are done in the 'business process perspective.

TA from Ethiopia

thanks

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05/30/2007 05:15 AM

Raj Aphale
Member

Posts: 29
Joined: 02/15/2007

Dr. Patrick,

I will be grateful if you could mail me the slides of the presentation and the excel. My mail id is rajaphale@yahoo.co.uk

Regards,

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05/31/2007 06:51 AM

KRISHNA KUMAR
Junior Member

Posts: 1
Joined: 03/11/2007

Hi patrick

I think you have tackled one of the highly abstract areas in the implementation of the balanced scorecard. We have recently implemented the balanced scorecard suite from corporater but it is always a struggle to link actions to scorecard objectives. I would be keen to peruse your presentation and add my comments. Can you please email the matrix to krishna68@gmail.com

Regards
Krishna Kumar

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06/01/2007 04:43 PM

Randy Helm
Junior Member

Posts: 1
Joined: 06/01/2007

Dear Dr. Jaulent,

We are working on a strategy right now and we are interested in putting together a scorecard or dashboard that includes the strategy initiatives with ways of showing progress and measurement.

Please email me your spreadsheet and presentation so that I may review and give you feedback.

Thanks,

Randy
rhelm@gbcol.edu

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06/03/2007 02:54 AM

Maren Rixen
Junior Member

Posts: 1
Joined: 05/29/2007

Dear Patrick,

I would be grateful if you could send me the slides and the excel. I am just in the process to develop a kind of strategic judgement with regard to the level of alignment.

My mail is maren.rixen@gmail.com

Thank you very much in advance

Kind regards

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06/04/2007 11:18 AM

Ileana Tovaglieri
Junior Member

Posts: 3
Joined: 06/04/2007

Dear Mr Patrick,
I work for a consulting company and we are helping one of our client to better link strategic initiatives with his own strategy. I would be very glad to receive your matrix (my e-mail account is: i.tovaglieri@gebconsulting.it) and send feedbacks if they may help.

Thank you very much

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01/28/2010 07:50 PM

Anne Tartaglia
Junior Member

Posts: 1
Joined: 01/28/2010

Hi,
I cannot open up the matrix. Could you please send it to me as well. Thanks so much. Anne
alt@cpp.com

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06/04/2007 11:30 AM

Keith Katz
Moderator

Posts: 35
Joined: 03/08/2006

All,

Patrick has generously forwarded me his Matrix to post here for all to view. Please feel free to download and discuss further within the forums.

Thanks,
Keith

Edited: 08/27/2007 at 10:26 AM by Keith Katz

	ExamplesJaulentMatrix.xls (39 KB)
	JaulentMatrix.xls (70 KB)
	JaulentMatrix_pdf.pdf (190 KB)

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08/26/2007 07:24 AM

Roslan Nordin
Junior Member

Posts: 8
Joined: 01/10/2007

Dear Keith,
I could not download (The page could not be found) Jaulent Matrix that Patrick forwarded to you.

Regards
Roslan

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08/27/2007 04:20 PM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Roslan, It's correct now

Regards
Patrick Jaulent

Edited: 08/27/2007 at 04:21 PM by patrick jaulent

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09/01/2007 02:55 PM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Thank you for your feedback on the matrix.

I as promised transmit other uses of the matrix

Regards

Patrick Jaulent

Edited: 09/01/2007 at 02:56 PM by patrick jaulent

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09/02/2007 04:31 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Hi,

How to ensure you that you have the "good KPI" to evaluate your vision?

By using the "JaulentMatrix" :

Vision (or Strategic theme) - > strategic initiatives - > KEY processes - > KPI - > Vision (or strategic theme).

More, you can contact me for a example.

Regards

Patrick

Edited: 09/02/2007 at 04:36 AM by patrick jaulent

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09/25/2008 11:10 AM

vininta purba
Junior Member

Posts: 2
Joined: 09/25/2008

Dear moderator,

i'm vininta from indonesia, i'm new in this forum. i knew about alignment topics from my senior, and i want to know further about jaulent matrix. i already seen that there are links to the examples of jaulent matrix, but i can't download it. please help me with this problem...

thanks before

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10/13/2008 12:13 AM

Guillermo Arosemena
Junior Member

Posts: 2
Joined: 10/13/2008

Hi keith

I am unable to download three files. Have tried several times. Can you please forward them to
garoseme@telconet.net.
Thank you,

Guillermo Arosemena

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06/11/2007 04:10 AM

Ileana Tovaglieri
Junior Member

Posts: 3
Joined: 06/04/2007

Dear Patrick,
thank you for the matrix. We went through the structure you propose and it seems that it may help us checking the alignment between various dimensions. Nevertheless, we are not sure to have properly understood the scheme measuring the alignment "Drivers - KPI - Business processes - Outcome". It seems to us that the same KPI (ex. KPI 3) can be used to measure/evaluate 3 different objectives (1 in the Internal Perspective, 1 in the Customer Perspective and the third in the Financial Perspective): how can it be? In our experience a KPI can be useful to evalutate one (max 2) objectives. Did we miss something?

Thank you very much
Ileana

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06/15/2007 10:17 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Ileana

It is possible with the matrix to have 1, 2, 3,.. by objective. Several uses of the matrix are possible.

Example,

1. To identify the "level of quality" of the KPI to measure the objective (alignment of the KPI on the objective).

2. To identify the processes/project which carry to it (them) KPI,

3. To identify the level of contribution of the processes - projects to the outcomes.

You can also have, a KPI and 1, 2, 3, targets - the same KPI to evaluate n objectives (?)

Can you give me an example so that I build the matrix.

Regards

Edited: 06/15/2007 at 11:10 AM by patrick jaulent

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06/16/2007 06:02 AM

jerome Laurens
Junior Member

Posts: 1
Joined: 06/16/2007

Dear Patrick

I will be grateful if you could mail me the slides of the presentation and the excel. My mail is identityjerome.laurens@neuf.fr

Best regards

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06/17/2007 05:19 PM

Ghanem Alghanem
Junior Member

Posts: 1
Joined: 06/17/2007

I would be delighted if you send me the matrix and presentation.

e-mail; ghalgha@hotmail.com

Regads

Ghanem

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06/18/2007 08:11 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

All,

You can load the slides (cf. Keith Katz : Balanced Scorecard Collaborative moderator).

I send examples after your feedback and discuss further within the forums.
Regards

Patrick

Edited: 06/19/2007 at 12:25 PM by patrick jaulent

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06/26/2007 07:30 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Originally posted by: patrick jaulent

All,

Successful approaches to initiative planning and management reinforce the five principles of the Strategy-Focused Organization.

1. Executives must first define a manageable number of strategic initiatives by which to chart the future course of the enterprise.

2. Along with its strategy map, the organization needs an initiative planning and management methodology.

3. Employees play a role in executing initiatives, and the organization must delineate for them their initiative-execution duties and how these differ from their "day jobs."

4. The organization recognizes and rewards team and individual contributions to its successes through its employee performance management system.

5. In strategy execution, a key role for executives is managing and optimizing the initiative portfolio. (Govern to Make Strategy a Continuous Process)

(cf. Balanced scorecard report)

Infineo is affiliate Palladium / Balanced Scorecard in France

Regards

Patrick Jaulent
Senior Manager, Accenture France

Edited: 03/02/2008 at 05:06 AM by patrick jaulent

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06/28/2007 11:05 AM

Raj Aphale
Member

Posts: 29
Joined: 02/15/2007

Patrick,

Thank you for sharing the very innovative document. The process will certainly help to ensure align initiatives and actions to the strategic themes and objectives. The two way tables are a novel idea, but a three way table gets a little complicated.

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06/28/2007 12:21 PM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Raj

Thank you for these compliments. The matrix can be used for various ways. You can, for example, to use the matrix to make the cascading.

Corporate BSC -- cascading to -- RH Cascading or IT Cascading or BU cascadinng

I can send an example to you.

Patrick

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07/02/2007 08:26 AM

Raj Aphale
Member

Posts: 29
Joined: 02/15/2007

Patrick,

Thanks, could you please send me an example?

Regards,

Raj

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07/03/2007 12:13 AM

Mohammad Wahadneh
Junior Member

Posts: 3
Joined: 03/19/2007

Dear Patrik;
Kindly try to mail me these slides and the matrix if possible, we are implementing the BSC in Dubai and i would like to benifit from your work if possible

eng.mohammad wahadneh
mohamad.nazmi@dewa.gov.ae
00971508252227

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07/03/2007 03:58 PM

Masoud Chitgarha
Junior Member

Posts: 3
Joined: 08/16/2006

Dr. Patrick,

Could you send me the presentation or execution sample of the matrix? I am practitioner who has developed BSPM (Balanced Strategy Process Management) Application contains strategic planning, the Balanced Scorecard, Cascading strategic objectives based on Process Map and Aligning its significant strategic processes to strategic objectives into government organizations and private sectors in Iran. It has 7-steps cycle and Aligning Processes is one of the steps.

Best regards

Masoud Chitgarha
BSPM Practitioner
Balanced Scorecard Academy of Iran
Tehran, Iran
www.bscol.ir
mc@bscol.ir

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07/06/2007 10:16 AM

Keith Katz
Moderator

Posts: 35
Joined: 03/08/2006

Community,

Attached, please find the example cascading matrix that Patrick has created.

Best,
Keith

ExampleCascadingMatrixJaulent.xls (38 KB)

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09/23/2007 01:27 PM

Rui Marques
Junior Member

Posts: 2
Joined: 07/16/2007

Hi. Patrick has kindly sent the matrix and examples to me.

I found the matrix arrangement proposed by Patrick a very good way for visually teaching the concept of alignment, and I´m using it on advanced courses on BSC being finished at this time in Portugal. The ability to visualize up to 4 different levels on the same graphical piece is great. Thanks for the idea.

I am now thinking on ways to aggregate the information for different pieces at the same level (for example, objectives for several cascaded BSC´s in relation to the objectives for the corporate BSC). I will report it here when done (if it looks promising).

Thanks once again

Rui Marques

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09/24/2007 07:57 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Thank you very much

If you want other examples on the matrix. With pleasure

Patrick

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03/05/2009 12:33 PM

Rodrigo colmonero
Junior Member

Posts: 1
Joined: 03/05/2009

would be delighted if you send me the matrix and presentation.

e-mail: colmoneror@terexla.com

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04/22/2009 12:16 AM

atiq mirza
Junior Member

Posts: 1
Joined: 04/22/2009

Dear Patrick,

I read your discussion with interest, i would be grateful if you could also send me a copy of the JaulentMatrix and presentation. My email is:

atiq.mirza@zonescorp.com

many thanks
Atiq

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07/16/2007 05:29 AM

Rui Marques
Junior Member

Posts: 2
Joined: 07/16/2007

Hi. I am working for a Public Administration Institute.

I saw on BSC Coll that you are using a matrix for aligning organization and strategy. I am at this moment preparing a course (in Portuguese) on BSC advanced topics. Would it be possible for you to send/show/describe me the process in more detail? I would be deeply thankful.

Of course if I used some of that information credits would be placed on the text.

Best regards

Rui Marques

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08/13/2007 09:17 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

To obtain information on the matrix you can contact me on my E email

NEW : The matrix will be proposed by software editors

Edited: 03/02/2008 at 05:07 AM by patrick jaulent

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09/18/2007 04:41 AM

sherry dang
Junior Member

Posts: 8
Joined: 09/18/2007

Dr. Patrick

Co- alignment principle is imperative in order to make the balanced scorecard work. I would highly appreciate it if you could send me a copy of your slides and excel file. Would go thorugh it and give you my view points.

You can email it to me at my personal account dangsherry@yahoo.com.

Thanks

Sherry

Edited: 09/18/2007 at 05:00 AM by sherry dang

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09/26/2007 09:49 AM

Ratih Krisanti
Junior Member

Posts: 3
Joined: 09/26/2007

Dear Sir Patrick Jaulent,

I'm planning to use your matrix alignment in my thesis in order to evaluate the level of alignment in Bank Indonesia (BI). However, the sum of Key Performance Indicator (KPI) between BI-Wide (Corporate level) and Directorate (Division level) are different. The question is how can I evaluate the alignment with those KPI?

Thank you in advance

Regards,

Ratih Krisanti

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09/28/2007 07:43 AM

Jane Wilkin
Junior Member

Posts: 2
Joined: 07/12/2007

Hi Patrick,

I was reassured to know that your Matrix is similar (but not exactly the same of course) as one proposed by Brett Knowles (who according to his bio was previously VP at the Balance Scorecard Collaborative!) in the "Translating Strategy into Action: A Department of Revenue Case Study (audio seminar)" that was originally presented by Better Management.com on Tuesday, April 11, 2006.

The seminar can be viewed at http://www.bettermanagement.co...s/seminar.aspx?l=14042
You need to register on the site to view the webcast, but it is free and you can then download the pdf of slides.

The slides (there are 67 of them) are very comprehensive and I used the knowledge I had gained from listening to the webcast and viewing the slides for the basis of the matrix I developed to map our previous business plan against our scorecard. Slides 33 - 41 outline a process of mapping current strategic readiness. This enabled me to sit down with our Chief Executive and some of our Board Members and demonstrate visually how our current business focus was (and wasn't!) meeting our goals and objectives as set out our scorecard. It also enabled me to identify 9 new organisational high priority projects that would improve our business and to get buy-in for these to go ahead. Using slides 58 and 59, which look at mapping strategic objectives to owners and individual PDR's (performance development reviews) and on using and updating the scorecard on a monthly, quarterly and annual basis through management meetings, I was able to reassure the board and get buy-in for the durability of my proposals.

Whilst I definately recommend your matrix, I also recommend that anyone interested in the matrix also takes a look (and listen) to the case study webcast above as it puts the matrix concept into perspective and outlines the building of a scorecard in 5 comprehensive phases.

Having searched high and low and viewed many webcasts I found the one highlighted above to be the most comprehensive and I was able to use the contents to get buy-in for and embed the scorecard across our organisation.

Thanks Patrick for reassuring me that I was on the right road and that others are taking forward a similar matrix like solution.

Jane Wilkin
Performance Improvement Manager
Scottish Leadership Foundation

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09/29/2007 03:43 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

Hi Jane,

Thank you for this information.

There are many similar matrix. Kaplan & Norton created the first matrix to identify the relations between the initiatives and the objectives (2005). It is an excellent matrix with 2 levels (Objectives/Initiatives) on the same graphical.

My matrix proposes to visualize up to "4 different levels" on the same graphical piece is great.

Thanks Jane, I also recommend this webcast

Dr patrick Jaulent
Président Balanced Scorecard Club, France

Edited: 09/29/2007 at 03:52 AM by patrick jaulent

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10/24/2007 08:26 PM

Ratih Krisanti
Junior Member

Posts: 3
Joined: 09/26/2007

Dear Sir Patrick Jaulent,

I would like to have your permission to quote your matrix alignment including the pictures in my thesis and I mention your name as a resources. Thank you for your kind attention.

Best regards,
Ratih Krisanti

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10/27/2007 03:43 AM

patrick jaulent
Member

Posts: 54
Joined: 10/22/2006

With pleasure.

If you want other information. Do not hesitate.

Patrick

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06/29/2008 01:58 PM

jean Bernardet
Junior Member

Posts: 1
Joined: 06/29/2008

Hi Mr Jaulent,

I would be very interested to get a copy of your alignment matrix.

I am engaged quite often in ITIL projetc, and was very interested by the new volume on Strategy. I have also been working in IT management for an american company with emphasis on 'managing by objectives' and alignment.
I am curious to see the result of your thesis.

Thanks in advance.

Jean Bernardet

Bernardet.jean@wanadoo.fr

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08/29/2008 12:17 AM

Jeff Ong
Junior Member

Posts: 1
Joined: 08/29/2008

Hello Patrick,

I am keen to take a look at the alignment tools you have mentioned.
Appreciate it if you could send them to me.

Thanks and best regards,

Jeff
email: jeffrey.ong@bt.com

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09/09/2008 11:08 PM

sukmaning Aryanti
Junior Member

Posts: 1
Joined: 09/09/2008

Dear Patrick Jaulent,

I'm planning to do my thesis about implementing BSC in government sector. I'm interested with you matrix (because I've read it in another thesis) but I can't find how to use it. I'm trying to download your application but it doesn't work. So can you help me to inform me about the matrix application and how to interpret it so I can use it to measure the alignment between corporate scorecard and Business Unit Scorecard.

Thank's for your kindness. God bless U.

Best regards,

Sukma

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10/13/2008 12:09 AM

Guillermo Arosemena
Junior Member

Posts: 2
Joined: 10/13/2008

Please send me your matrix and slides. I work out of Guayaquil,Ecuador. I am
working on probono in a foundation which has hospitals for the poorest of the poor
and are implementing changes: information system,KPI, strategic planning,etc

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11/23/2008 06:03 AM

zohreh barzegar
Junior Member

Posts: 1
Joined: 11/23/2008

dear patrik
would you kindly send me about Matrix to evaluate alignment?!
i'm searching about IT alignment through BSC and looking for your ideas and commentes.
best
zohreh (z.barzegar@gmail.com)

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06/14/2009 11:07 PM

Pamela Fedelin
Junior Member

Posts: 3
Joined: 06/14/2009

Hi Patrick & Keith!

i can't download the files.
pls. send to my e-mail >>
pamfedelin@yahoo.com.cn

thanks & best regards
pam

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08/05/2009 06:11 AM

Hans Persson
Junior Member

Posts: 1
Joined: 08/05/2009

Hi Patrick
Can you please forward your matrix to me at
hans.persson@transportstyrelsen.se

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09/17/2009 09:51 AM

Tesfaye Tesema
Junior Member

Posts: 2
Joined: 09/17/2009

dear keith kartz, i couldn't download the cascading matrix, my you send me to my email, tatire@gmail.com

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10/10/2009 05:04 PM

Mohammed Taha
Junior Member

Posts: 1
Joined: 10/10/2009

Dear Keith,

I couldnt download the matrix too, i appreciate if you could send it to my email as well: mtaha00@hotmail.com

MT

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10/19/2009 11:45 AM

Karen Strohmier
Junior Member

Posts: 2
Joined: 10/19/2009

Hello Keith,

I would love to have a copy of the matrix and presentation; please e-mail to kstroh55@msn.com.

Thank you!!

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10/28/2009 01:13 AM

Declan Breen
Junior Member

Posts: 3
Joined: 08/31/2009

Hi Keith

I would really appreciate a copy of your matrix. We are currently trying to implement BSc in our organisation. My email is declan.breen@action-is.com

regards

Declan Breen

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12/04/2009 06:46 AM

Stanley Kwitnieski
Junior Member

Posts: 1
Joined: 12/04/2009

Hi Keith,

We are trying something similar in government. I could not download the files. Could you send them to me as well? ctcrsjk@opm.gov Thank you!

Stan

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02/13/2010 04:39 PM

Rudy Sanchez
Junior Member

Posts: 1
Joined: 02/13/2010

Hi Patrick,

Would you please share your matrix & docs to evaluate the level of alignment as described on the forum? Please, send them to rodolfo.7.sanchez@gmail.com..

Regards & thank you very much... :-)

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03/16/2010 08:24 AM

Alexei Buzu
Junior Member

Posts: 1
Joined: 03/16/2010

Hi,

Your tool seems very interesting and useful, but I cannot download it. How Can I get it. Thanks a lot,
Alexei
alexeibuzu@gmail.com

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04/12/2010 08:00 AM

Shane Cooper
Junior Member

Posts: 1
Joined: 04/12/2010

Patrick, if you are still active here, would you be so kind as to email me the matrix? shane.cooper@gijima.com

Thanks,
Shane

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