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Article
Publication date: 11 February 2021

Juliano Munik, Edson Pinheiro de Lima, Fernando Deschamps, Sergio E. Gouvea Da Costa, Eileen M. Van Aken, José Marcelo Almeida Prado Cestari, Louisi Francis Moura and Fernanda Treinta

This study aims to conduct a literature review on factors that influence the implementation and design of performance measurement systems in nonprofit organizations.

Abstract

Purpose

This study aims to conduct a literature review on factors that influence the implementation and design of performance measurement systems in nonprofit organizations.

Design/methodology/approach

The research strategy is conceived through a literature review focused on the analysis of authorship, supported by bibliometric techniques such as citation, co-citation and co-authorship social networks.

Findings

Models and theories proposed for measuring performance in non-profit organizations are being researched, starting to form an intellectual structure related to performance measurement systems and nonprofits. Three main research topics have been given more attention: strategic performance and public service performance, health-care performance and nonprofit operations strategy and performance measurement.

Research limitations/implications

The study is limited to scientific journal papers and could benefit from the addition of new sources of information such as conference papers, books and standards. The body of knowledge of this topic could also benefit from an in-depth investigation through a comprehensive review of models and theories, as a proposal for a future research agenda.

Practical implications

As practical applications are identified, groups of researchers in different countries and subjects that can generate research agendas, scientific communities used to investigate issues related to performance in nonprofit activities.

Originality/value

Performance measurement in nonprofit organizations is a topic of study that has been receiving considerable attention in recent years, to the point that the literature is revealing specific models for measuring performance in this type of organizations. Particular models and theories are being conceived, specializing existing models and theories related to performance measurement and management.

Details

Measuring Business Excellence, vol. 25 no. 3
Type: Research Article
ISSN: 1368-3047

Keywords

Article
Publication date: 29 November 2021

Louisi Francis Moura, Edson Pinheiro de Lima, Fernando Deschamps, Dror Etzion and Sergio E. Gouvea da Costa

This conceptual paper presents a proposal for improving a performance measurement (PM) system implementation process based on enterprise engineering (EE) guidelines, which…

Abstract

Purpose

This conceptual paper presents a proposal for improving a performance measurement (PM) system implementation process based on enterprise engineering (EE) guidelines, which gives the process a sense of completeness.

Design/methodology/approach

This paper analyzes a well-known process for PM systems implementation organized in two phases: identifying, designing and implementing the top-level performance measures; and cascading the top-level measures and identify appropriate lower-level performance measures. The proposed improvements to the studied process derive from the EE guidelines, which establish a basis for the structure of an organizational management system, the formalization and synchronization of processes, performance expectations, exception handling and change management.

Findings

The study reveals that not all EE guidelines are covered by the analyzed process, with four of them having no evidence of being adopted: involvement of people in process design and implementation; ensuring interoperability between different systems in the information structure; addressing of all possible exceptions; coherence and consistency of semantics across all processes.

Originality/value

By the lens of EE guidelines, this paper advances a how-to-guide. This paper can support managers and researchers on PM system design and implementation, given the importance and relevance of EE recommendations having a consistent and well-structured procedure.

Details

International Journal of Productivity and Performance Management, vol. ahead-of-print no. ahead-of-print
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 8 January 2018

William Giordani da Silveira, Edson Pinheiro de Lima, Fernando Deschamps and Sergio E. Gouvea da Costa

The purpose of this paper is to propose a set of guidelines to be used for diagnosing and (re)designing organizational systems based on Hoshin Kanri – a management…

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Abstract

Purpose

The purpose of this paper is to propose a set of guidelines to be used for diagnosing and (re)designing organizational systems based on Hoshin Kanri – a management framework that is recognized for building the link between strategy and business execution.

Design/methodology/approach

A two-step approach was used in this research work. A systematic literature review (SLR) was used to find relevant references related to Hoshin Kanri that could serve as sources for recommendations. After completing the SLR, content analysis was used to define the recommendations and analyze them, deriving a set of guidelines.

Findings

A collection of recurring topics was identified through content analysis. These topics can be interpreted as central aspects for Hoshin Kanri application. Topics were eventually categorized and one guideline was developed for each one of the categories, which resulted in a total of 23 guidelines. Guidelines were grouped in two dimensions (context and process) and also according to their central aspect (organizational culture, capabilities, focus, alignment, integration and review).

Originality/value

Although Hoshin Kanri has been widely applied in Japan and also in large companies over the past 50 years, it is not as widely explored in research papers as other frameworks. Literature often focuses on Hoshin Kanri only as a process and not as an organization-wide holistic system. There are few empirical studies about its conceptual assumptions and practical implications and no systematization of the main aspects that ensure the effective application of Hoshin Kanri in a universal manner.

Details

International Journal of Productivity and Performance Management, vol. 67 no. 1
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 17 June 2021

Poliana Martins, Edson Pinheiro de Lima, Sandro César Bortoluzzi and Sergio E. Gouvea da Costa

In this study, the performance assessment of credit unions is developed, seeking to demonstrate how the content of their operations strategy is present in the structuring…

Abstract

Purpose

In this study, the performance assessment of credit unions is developed, seeking to demonstrate how the content of their operations strategy is present in the structuring of unique models of organisational performance assessment. The main objective is to compare sources of knowledge through the content analysis of the service operations strategy as proposed by the literature and validated by specialists.

Design/methodology/approach

This research is a qualitative study that uses the knowledge of specialists to frame a performance assessment structure applied to credit unions. The research strategy is based on multicriteria analysis, and the selected techniques are based on the MCDA-C procedure, that is, the processes of structuring, evaluating and recommending improvements.

Findings

The research results provided: a data set external to the context that serves as theoretical support for the comparisons made; the structuring of 4 unique organisational performance assessment models carried out through the MCDA-C procedure; conceptual interpretation using the lens of the operations strategy in the cognitive maps of the assessment models, which identifies the operations strategy carried out; and comparison of the result models that show their uniqueness.

Originality/value

The comparison between the origins of knowledge is highlighted, and the demonstration of the content was proposed by the literature and by specialists to evaluate the performance in operations. This was then compared with the content constructed with credit union managers in structuring models based on the singularities of the respective contexts. The theory was compared to practice, and it was demonstrated how the content of the operations regarding the performance could be used in decision contexts.

Details

International Journal of Productivity and Performance Management, vol. ahead-of-print no. ahead-of-print
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 16 May 2016

Andreia Pasqualini Blass, Sergio E. Gouvea da Costa, Edson Pinheiro de Lima and Lilian Adriana Borges

This paper aims to propose a new framework to define relevant and meaningful indicators for monitoring and assessing environmental performance to improve health-care…

Abstract

Purpose

This paper aims to propose a new framework to define relevant and meaningful indicators for monitoring and assessing environmental performance to improve health-care systems and operations.

Design/methodology/approach

A comprehensive literature review followed by field studies conducted with ten hospitals in the southern region of Brazil underlined the scarcity of consistent frameworks applied in practice to measure, monitor and improve environmental performance. A new framework was developed and proposed to address this issue. The proposed framework is operationalized through a “process approach” and evaluated in terms of feasibility (Can the process be followed?), usability (Is the approach easily followed?) and utility (Are the results useful for managers?).

Findings

The paper proposes a framework and a process to evaluate the environmental performance in hospitals.

Practical implications

The proposed framework represents meaningful guidance to managers for strategy formalization, goal setting and environmental performance assessment and monitoring.

Originality/value

The paper proposes a systematic framework for measuring environmental performance in hospitals drawn from the literature review, current legislation and best practices reported in literature.

Details

Measuring Business Excellence, vol. 20 no. 2
Type: Research Article
ISSN: 1368-3047

Keywords

Article
Publication date: 25 December 2020

Gabriela Lobo Veiga, Edson Pinheiro de Lima, José Roberto Frega and Sergio E. Gouvea da Costa

To investigate the relationship between performance frontier and operations strategy. A two-level conceptual framework is proposed based on performance elements that act…

Abstract

Purpose

To investigate the relationship between performance frontier and operations strategy. A two-level conceptual framework is proposed based on performance elements that act as output/input variables and delimit the scope of the frontier analysis.

Design/methodology/approach

The framework proposition is based on the fourth round of high-performance manufacturing survey data. A representative set of variables for assessing performance based on operations strategy constructs is defined through multivariate data analysis techniques. The main method used is the principal component analysis.

Findings

The proposed first-level conceptual framework formalizes the relationships between performance frontier analysis techniques and operations strategy, delimiting the scope and the structural definitions. The second-level conceptual framework defines the constructs of the input and output dimensions for frontier analysis studies.

Originality/value

The paper contribution is developed in the gap of market-led orientation to study operations strategy performance frontier since most related literature focuses on capabilities development with a main focus on the resource-based view (RBV) approach. A conceptual framework based on the competitive priorities is therefore proposed to represent the operations strategy in the view of the frontier techniques. The value lies in defining performance measures which are not a straightforward task as the growth of organization competitiveness and complexity require multiple performance measures. A deeper understanding of frontier estimation on the operations strategy context is also provided, contributing to positively influence firms to succeed in the current dynamic competitive environments.

Details

International Journal of Productivity and Performance Management, vol. 71 no. 2
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 24 March 2020

Aline Patricia Mano, Sergio E. Gouvea da Costa and Edson Pinheiro de Lima

The purpose of this study seeks to identify the critical barriers for the deployment of Lean Construction (LC).

Abstract

Purpose

The purpose of this study seeks to identify the critical barriers for the deployment of Lean Construction (LC).

Design/methodology/approach

In order to identify the barriers of Lean Construction, a systematic review of the scientific literature was carried out, in addition to analysis of the content of papers presented at a major Lean Construction conference. After the barriers were identified, a Lawshe study was conducted with experts in Lean Construction to verify the criticality of each of the barriers encountered.

Findings

This study identified 83 potential pre-deployment barriers in the literature, of which eight were considered critical by the experts. The results of Lawshe study pointed that critical barriers refer to leadership characteristics, cultural aspects and structural aspects.

Research limitations/implications

Variations in the assessment of the criticality of the barriers may occur from one country to another due to regional differences in the construction sector.

Practical implications

The implications of this study are recognizing and identifying the characteristics of an organization that can hinder Lean Construction allows these issues to be resolved before beginning the Lean journey.

Originality/value

This article is the first of its kind to assess the criticality of barriers to Lean Construction using a quantitative technique. Knowledge of this set of barriers provides both practical and theoretical readers with an increased chance of success in the deployment of an LC project.

Details

International Journal of Productivity and Performance Management, vol. 70 no. 1
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 4 June 2020

Louisi Francis Moura, Edson Pinheiro de Lima, Fernando Deschamps, Eileen M. Van Aken, Sergio E. Gouvea Da Costa, Fernanda Tavares Treintaa, José Marcelo Almeida Prado Cestari and Ronan Assumpção Silva

The purpose of this research is to examine the factors that influence the design of performance measurement systems (PMSs) in nonprofit organizations (NPOs) and public…

Abstract

Purpose

The purpose of this research is to examine the factors that influence the design of performance measurement systems (PMSs) in nonprofit organizations (NPOs) and public administration and explore inter-relationships among these factors.

Design/methodology/approach

Findings resulted through the identification of design factors from the paper portfolio of a previous systematic literature review on this topic and the construction of a factor co-occurrence network for the identified factors. 

Findings

The methodology helped to determine the relationships among factors and show how these factors influence PMSs in NPOs and public administration. It also helped to demonstrate how PMSs in these organizations are different from PMSs in traditional companies because of the impact of the factors on the complexity and dynamics of NPOs and public administration. The findings and discussion contribute to the performance measurement literature on NPOs and public administration by presenting a set of design factors related to purpose, stakeholders and management.

Practical implications

This paper presents practical implications for managers regarding the PMS design process and shows how some design factors can be particularly related to these organizations

Originality/value

The design factors are particular to the organizational dynamic and should be considered by managers involved with the design (or redesign) process of performance measurement systems.

Details

Measuring Business Excellence, vol. 24 no. 3
Type: Research Article
ISSN: 1368-3047

Keywords

Article
Publication date: 24 July 2019

Louisi Francis Moura, Edson Pinheiro de Lima, Fernando Deschamps, Eileen Van Aken, Sergio E. Gouvea da Costa, Fernanda Tavares Treinta and José Marcelo Almeida Prado Cestari

In the performance measurement and management research field, the applicability of performance measurement systems (PMS) in nonprofit organizations (NPOs) and public…

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Abstract

Purpose

In the performance measurement and management research field, the applicability of performance measurement systems (PMS) in nonprofit organizations (NPOs) and public administration has been considered a challenge. The diversity of these organizations makes it difficult to define proper terminology and organizational characteristics. PMS evolution has not yet been able to capture all performance dimensions of a public administration and, especially for NPO considering its dynamic and multiple goals. The purpose of this paper is to provide a conceptual framework that identifies and classifies the factors that influence the design of PMSs in NPOs and public administration.

Design/methodology/approach

The study was developed through a systematic literature review (SLR). A set of 29 papers were intensely studied, and the results provide a multi-disciplinary and holistic set of factors.

Findings

A set of ten factors that influence the design of PMSs in NPO and public administration were found. They were categorized into three groups: factor related to purpose, stakeholders and management.

Originality/value

The study synthesized the literature and provided a conceptual framework of the factors that influence the design of PMSs in NPO and public administration. No individual paper collected in the SLR shows a similar organization of the factors as the present paper. The set of factors indicates the importance of this study for NPO and public administration, and how complex a PMS in an NPO and public administration can become. The conceptual model presented can further assist practitioners in developing design process observing the role that the identified factors play.

Details

International Journal of Productivity and Performance Management, vol. 68 no. 8
Type: Research Article
ISSN: 1741-0401

Keywords

Article
Publication date: 20 April 2022

Aline Patricia Mano, Sergio E. Gouvea da Costa, Edson Pinheiro de Lima and Ricardo Coser Mergulhão

Lean construction (LC) is an important strategy to improve the results of organizations in the civil construction sector. However, there are barriers that hinder the…

Abstract

Purpose

Lean construction (LC) is an important strategy to improve the results of organizations in the civil construction sector. However, there are barriers that hinder the success of implementing LC. The literature presents many barriers, which makes it difficult to make a diagnosis about the presence of these barriers within an organization. However, if companies could identify the main difficulties, they would face to implement LC, they could prepare by strengthening their weaknesses. This paper aims to diagnose a small set of factors that identifies the most significant barriers that must be considered before implementing lean construction.

Design/methodology/approach

This study comprises an exploratory factor analysis (EFA). For this, a questionnaire was developed based on an extensive literature search on the barriers that hinder the implementation of LC. Using this questionnaire as a data collection instrument, a survey was conducted that obtained 135 responses from managers working in civil construction in Brazil. EFA was conducted using SPSS software.

Findings

This study identified seven critical factors for successful implementation of LC: degree of cooperation within the work teams, use of an adequate performance measurement system, occurrence of job delays, level of participation of those involved in the construction of decisions, degree of leadership openness, positioning in the face of news and problems in the flow of information.

Research limitations/implications

The barriers to implementing LC can be different depending on the social and economic context in which companies are inserted. This work was conducted in an emerging country. Thus, it would be important that the same be applied to managers from other countries in different contexts to verify if the result found here is confirmed.

Originality/value

There are many works in the literature that address the barriers to LC culminating in an extensive list, whose complexity of operationalizing the identification of their presence in an organization, ends up becoming another barrier. Given the negative influence that these barriers have for the success of LC, this work sets out to convert this extensive list into a short list that is easy to understand and use.

Details

International Journal of Lean Six Sigma, vol. ahead-of-print no. ahead-of-print
Type: Research Article
ISSN: 2040-4166

Keywords

1 – 10 of 22