JP2007257442A - Business plan development support method and program thereof - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a support system for EQ business plan promotion capable of integratedly managing business plan promotion, an EMS (Environmental Management System) and a QMS (Quality Management System). <P>SOLUTION: This business plan development support method comprises the steps for: enumerating and displaying a plurality of target themes of a business plan input by an input means vertically or horizontally, inputting plans and results of at least each single-annual policy together with a process line horizontally or vertically and inputting a related identifier to be associated with any of target themes enumerated and displayed for each policy item; displaying an instruction input means for instructing the generation of an execution plan/result management table for each target theme; and receiving inputs of the annual target values and result values corresponding to the target theme and associating the plans, results and process line of each policy corresponding the input theme with the target values and result values with editing inhibited when an instruction input means instructs and inputs the generation of an annual execution plan/result management table for each target theme. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a business plan formulation support method and program for an organization.

  Acquisition of ISO is becoming important for small and medium-sized enterprises of about tens to hundreds. With regard to ISO, the necessity of acquiring ISO 9001 for building a quality management system is known, but in recent years, the social nature of companies has become more important, and it is necessary to acquire ISO 14001 for environmental considerations. It is coming.

  ISO 14001 is a standard required for building a system (Environmental Management System (EMS)) that continuously improves environmental performance such as reducing the environmental load of corporate activities, products and services.

Specifically, the top management of the organization first establishes an environmental policy, plans it for implementation (Plan), implements and operates it (Do), checks and corrects (Check) the results, If there is any inconvenience, review it (Act), build a system (PDCA cycle) to make a plan again, and implement this system continuously to reduce environmental impact and prevent accidents.

  This standard is used for declaring self-conformity that the organization has established an environmental management system that conforms to the standard, or for obtaining third-party certification (examination registration).

  Therefore, when a company builds a system based on this standard and obtains certification, it is an effective means of showing that the company is voluntarily and actively working on environmental considerations.

  Therefore, the business plan created by managers at the beginning of the fiscal year realizes a business plan promotion support system that integrates the environmental management system (EMS) for ISO14001 and the quality management plan (QMS) for ISO9001. There was a need to do.

  Conventionally, there has been an application program that supports the creation of such a business plan by a computer.

For example, as a consultant training and activity support program for ISO acquisition, Japanese Laid-Open Patent Publication No. 2002-92147, data relating to the creation of an annual business plan necessary for business execution and specific instructions, reports, and approvals for completion of the plan Japanese Patent Laid-Open No. 2002-24489 is known as a system for centrally managing the above.
JP 2002-92147 A JP 2002-24489 A

However, Patent Document 1 stated that after receiving consultant training education and practical training at a franchise chain (hereinafter abbreviated as FC) support center for obtaining ISO certification, it became independent as an FC consultant and ISO certification of customers via the Internet. Obtain the necessary information from the FC Support Center After the customer has obtained ISO certification, the FC Support Center obtains new information based on their experiences, so the latest and best certification acquisition manual is always gathered at the FC Support Center. The consultant is able to easily obtain ISO certification. ”It merely suggests a business model for training consultants.

  On the other hand, Patent Document 2 states that “record business contents in the business database, incorporate the recorded business into the annual plan, record it in the business plan database, enter the implementation date, and record the business instructions in the business information database. The business instructions are output at each stage of planning, preparation, and implementation, the implementer records the progress report in the business information database, the administrator records the contents of the involvement in the involvement history database, and the instructor approves it. The notice of the next stage is notified to the practitioner, and the reminder is automatically or manually created for the delayed work, recorded in the dunning notice database, and notified to the practitioner. " The focus was on managing progress.

  As described above, none of the conventional techniques provides support for formulating a business plan that focuses on ISO itself.

  Generally, in-house management for ISO acquisition and the business plan of the company itself are often different, and even if the business goals established at the beginning of the fiscal year can be implemented, improvement items for ISO acquisition are achieved. In many cases, it was not possible, or as a result of conducting business activities only for ISO acquisition, the business performance as a company could not be improved.

  The present inventor has made the present invention in view of these points, and supports the promotion of the business plan and the EQ business plan that can be managed in an integrated manner by the EMS and the QMS, that is, the management system organizer ( The realization of (IS Heart Organizer) is a technical issue.

  In order to solve the above problems, the present invention employs the following means.

  Claim 1 of the present invention is a business plan development support method using an information processing system, which lists and displays a plurality of target themes of a business plan input by an input means in a vertical or horizontal direction, A related identifier that relates to which of the target themes listed above is input for each measure item by causing the plan and results to be input in the horizontal or vertical direction along with the process diagram at least for each measure in a single year. A step of inputting, a step of displaying instruction input means for instructing generation of an execution plan / result management table for each target theme, and generation of an execution plan / result management table for each target theme from the instruction input means. When the instruction is input, the input of the target value and the actual value of the current year corresponding to the target theme is accepted, and for each measure corresponding to the theme input in the above A business planning support method comprising the step of displaying the image and the actual and step diagrams in correspondence with said target value and actual value in the state of editing disabling.

  Further, claim 4 is a computer-executable program according to claim 1.

  According to Claims 1 and 4, it is related to which of the target themes each measure item is related, and on this screen, the plan and the results for each measure in a single year are displayed along with the process diagram in the horizontal or vertical direction. When an instruction to generate an execution plan / actual management table is input, the plan, actual result, and process diagram for each measure entered above are edited on the screen of the execution plan / actual management table. Since it is displayed in the prohibited state and the target value and the actual value can be input corresponding to this display, the target and the actual result can be managed while being aware of the degree of achievement of EMS and QMS.

Claim 2 of the present invention is a business plan formulation support method using an information processing system, wherein the central processing unit of the information processing system sets an evaluation score for each environmental aspect element information and ranks the items according to the evaluation score. A step of reading the environmental aspect element information in order from the highest ranking with reference to the attached environmental ranking table, and the central processing unit creates a phrase determination table in which the phrase and the matching degree of the target theme are associated with each other. With reference to the step of determining the degree of suitability of the environmental aspect element information read above with respect to the target theme, the central processing unit refers to the industry-specific theme table in which the industry type and the degree of suitability of the target theme are associated with each other. Determining the degree of suitability of the environmental aspect element information read in with respect to the target theme; and the central processing unit sets the target theme as the conformity As well as a business planning support method comprising the step of outputting as a management policy information.

  A fifth aspect of the present invention is a computer-executable program according to the second aspect.

  According to Claims 2 and 5, since it is possible to determine the degree of suitability of the target theme with respect to the EMS using the environment ranking table in formulating the business plan, it is easy to set a target theme that is more suitable for the EMS. Become.

Claim 3 of the present invention is a business plan formulation support method using an information processing system,
The central processing unit of the information processing system refers to a quality ranking table in which evaluation points are set for each quality item element information and ranked according to the evaluation points, and the quality item element information in order from the highest ranking Step to read
The central processing unit refers to a phrase determination table in which the phrase and the degree of conformity of the target theme are associated, and determines the degree of conformity of the quality item element information read above with respect to the target theme;
The central processing unit refers to the industry-specific theme table in which the industry and the degree of conformity of the target theme are associated, and determines the degree of adaptation of the quality item element information read above with respect to the target theme;
The central processing unit includes a step of outputting the target theme as management policy information together with the degree of conformity.

  A sixth aspect of the present invention is a computer-executable program according to the third aspect.

  According to claims 3 and 6 of the present invention, since the degree of suitability of the target theme with respect to the QMS can be determined using the quality ranking table in the formulation of the business plan, the target theme more suitable for the QMS is set. Becomes easy.

  ADVANTAGE OF THE INVENTION According to this invention, the support system for the promotion of a business plan and EQ business plan promotion which can manage EMS and QMS integratedly, ie, a management system organizer (IS Heart Organizer), is realizable.

  FIG. 7 is a schematic flowchart showing the entire policy setting process, implementation process, and correction process according to the business plan formulation support method of the present invention.

  Hereinafter, a configuration for realizing each of these processes will be specifically described.

(Hardware configuration)
FIG. 11 is a diagram showing a computer system configuration of the present embodiment.

  The hardware used in this embodiment is a general-purpose information processing apparatus, which is a main memory (MM) connected by a bus (BUS) around a central processing unit (CPU), and a hard disk as a large-scale storage device. A device (HD), a keyboard (KBD) as an input device, a mouse (not shown) as an auxiliary input device, a display device (DISP) as an output device, a printer device (not shown), and the like.

  Various processing programs are registered in the hard disk device (HD) together with the operating system (OS). Specifically, a spreadsheet application program (for example, Excel (trademark name) of Microsoft Corporation) and its macro program are registered as these processing programs.

  Various tables such as an environment ranking table and a quality ranking table, which will be described later, are set in the hard disk device (HD).

  The function of the management system organizer (IS Heart Organizer) of the present embodiment is that the central processing unit (CPU) refers to the macro program of the spreadsheet application program while referring to various tables, the bus (BUS) and the main memory (MM). This is realized by performing read execution processing via

  Further, as shown in FIG. 12, the computer system configuration of the present embodiment may be configured by a server and a terminal device connected via a network.

(Target theme setting and word judgment in environmental impact assessment)
First, the central processing unit (CPU) reads and executes the environmental impact assessment program from the hard disk device (HD). In this environmental impact assessment program, various standard values are read from a quantitative judgment standard table (see FIG. 3) provided in the hard disk device (HD), and an evaluation score is given. For example, “use of hazardous chemicals” as a company has a very high environmental impact, and “use of electricity” has a low environmental impact. For each of these environmental impact factors, points are assigned in order of high environmental impact. Then, the central processing unit (CPU) generates an environment ranking table as shown in FIG. Here, “use of hazardous chemical substances” has a high impact on the environment and has an evaluation score of 63 points. In addition, “use of gasoline” is 32 points and “use of electricity” is 20 points. In this way, the central processing unit (CPU) ranks in descending order of evaluation points and sets the environment ranking table.

  Next, the central processing unit (CPU) reads the “work theme verification program” from the hard disk device (HD) and executes it.

In this initiative theme verification program, (1) “environmental aspect elements” with high rankings of environmental impact assessment results are converted into “measurement themes” based on the “action theme word / phrase determination table” and imported into a spreadsheet program.

  For example, when “use of gasoline” and “use of electricity” are ranked high as environmental aspects, the approach theme is “reduction of energy consumption” by the “approach theme word / phrase determination table”.

  Here, the upper part of FIG. 6 shows the contents of the “work theme phrase determination table”.

  At this time, with reference to the “industry theme table” (the upper diagram in FIG. 5), the industry of the company (or department) in which the business target is to be created is converted by the “approach theme word / phrase determination table”. Judgment whether or not it conforms to the “approach theme”.

  That is, in the case of the manufacturing industry (industry A), it can be determined that “reduction of energy consumption” is a conforming theme to which “◯” is given.

  On the other hand, in the case of an industry such as a trading company (industry B), “green process” and “reduction in the amount of chemical substances used” are given “x” marks and are not applicable themes.

  In the figure, the “Δ” mark means a theme that should be considered, although it is not relevant.

  As described above, the “approach theme” output by the “approach theme verification program” is taken into the spreadsheet program as a business target as shown in FIG.

  At this time, in each “approach theme”, the suitability determined with reference to the “approach word / phrase theme determination table” or “industry-specific theme table” is written together as “○”, “△”, or “×” mark. Is displayed.

  In this way, the “environmental aspect element” is converted into the “approach theme” by the “approach theme word / phrase determination table”, etc., and incorporated into the business goal as shown in FIG. It makes it easier for managers to determine whether the theme of the initiative is the most appropriate for the environmental aspect and the company.

(Setting the target theme in quality analysis, phrase determination)
The central processing unit (CPU) reads and executes a quality evaluation program from the hard disk device (HD). In this quality evaluation program, each quality item element is read from a quality evaluation table (not shown) in which evaluation points are associated with each quality item element provided in advance in the hard disk device (HD), and the evaluation is performed. A quality ranking table is set in which the quality item elements are rearranged in descending order (see FIG. 2).

  In FIG. 2, “reduction of the number of complaints” has the highest ranking, and is rated at 102 points.

  Next, the central processing unit (CPU) reads the “work theme verification program” from the hard disk device (HD) and executes it.

  This initiative theme verification program converts a "quality item element" with a high quality item element evaluation score (high ranking) into an "approach theme" based on the "approach theme word / phrase determination table", and creates a spreadsheet program. Into.

  Here, the lower part of FIG. 6 shows the contents of the “work theme phrase determination table”.

  At this time, with reference to the “industry theme table” (the lower diagram in FIG. 5), the industry of the company (or department) that intends to create the business target is converted by the “approach theme word / phrase determination table”. Judge whether or not it conforms to the “Initial Theme”.

  As described above, the “approach theme” output by the “approach theme verification program” is taken into the spreadsheet program as a business target as shown in FIG.

  At this time, in each “approach theme”, the suitability determined with reference to the “approach word / phrase theme determination table” or “the industry-specific theme table” is written together as “○”, “△”, or “×” mark. Is displayed.

  In this way, by converting the “quality item element” into the “approach theme” using the “approach theme word / phrase determination table”, etc., incorporating it into the business goal, and writing the evaluation results together, It will be easier for managers to decide whether it is optimal for the company.

(Target input screen)
As shown in FIG. 4, as described above, the “approach theme” is automatically set as the target theme for the priority theme of the spreadsheet application program.

  These target themes can be set arbitrarily by the operator in addition to the “work theme” automatically set as described above. In this case, it is shown in FIG. 1 for a target theme arbitrarily set by activating the “approach theme verification program” by moving the mouse cursor to the “approach theme determination” button displayed on the screen. The degree of conformity is determined using the “approach theme word / phrase determination table” or the “industry-specific theme table”, and the evaluation (◯, Δ, or ×) for the arbitrarily set target theme is displayed.

  Here, when the target theme is input, the central processing unit (CPU), with respect to the word / phrase, the “approach theme verification program” in the environmental impact assessment (EMS) shown in FIG. 1 and the quality analysis shown in FIG. (QMS) “Activity theme verification program” may be sequentially activated to display QMS and EMS evaluations for each target theme from both sides of QMS (quality) and EMS (environment).

(Measure implementation plan (concurrent) results management table)
As shown in Fig. 8, the following measure implementation plan (and) results management table format includes "Company Information Computerization (New Customer Acquisition and Existing Customer Transaction Maintenance)", "Exhibition Exhibition (New Customer Acquisition and Existing Customer)" For the policy items such as “transaction maintenance” and “company-wide skill improvement (work quality improvement measures)”, and the specific plan for each month, the actual results, and the process diagram. It can be entered together with a diagram).

  In the left column of the format, this measure item and the target theme item are associated with each other by registering a “◯” mark (related identifier).

  By referring to this measure implementation plan (also) performance management table format, it is possible to grasp what measure items each target theme is specifically realized.

  In the upper part of the format, a “capture to target sheet” button is provided. The macro program is activated by placing a mouse cursor on this button and specifying and inputting it with auxiliary input means such as a mouse.

(Target management sheet)
In this macro program, first, a target sheet is generated for each target theme. The target management sheet reflects the measure items input in the measure execution plan (and) result management table format and the measure plans and measure results corresponding thereto.

As shown in FIG. 9, the target management sheet displayed on the display device (DISP) is associated with the target theme in the measure implementation plan (and) results management table format (“○” is given). Generated for each target theme (the target sheet in FIG. 9 is “improve sales”), and the measure item associated with this target theme and the corresponding measure plan / measure result are the above-mentioned measure execution plan (and) result management table. It is copied from the format and displayed.
On this screen, it is not possible to input measure plans and measure results.

  In the upper part of these measure plans and measure results, monthly target values, results, and evaluations are displayed separately for the single month and the cumulative total. This target / actual value can be input on this screen. As for the target value / actual value, the output result of another management system (for example, sales management system) may be taken in as it is.

  FIG. 10 shows the processing procedure of the determination program for comparing the target value with the actual value as described above.

  In the figure, the central processing unit (CPU) reads the determination program registered in the hard disk device and starts processing.

The determination program refers to the determination condition table and outputs a performance evaluation. Here, when the possibility that the annual target has not been achieved becomes large, for example, (1) if the target value has not been achieved for three consecutive months, “caution judgment” is performed. In addition, if it has not been achieved for 4 consecutive months, “warning determination” is performed. In the case of “caution determination”, for example, the target value and the actual value of the unachieved month are displayed in red. In the case of “warning determination”, for example, the target value and the actual value of the unachieved month are displayed in red and blinking.

In addition, if (2) progress is less than 70% of the intermediate value for the current fiscal year,
“Caution judgment” is performed, and when the cumulative value is less than 60%, “warning judgment” may be performed.

  Furthermore, when the central processing unit (CPU) performs “attention determination” or “warning determination”, it starts a correction monitoring system (correction monitor program), monitors whether the corrective action has been performed, and corrective action. You may make it manage correction progress, referring to a database.

  The present invention can be used for an application program that integrates and manages two types of ISO and business plans, namely, environmental plans (EMS) and quality plans (QMS).

Explanatory diagram showing the process of the Environmental Impact Assessment Initiative Theme Verification Program Explanatory diagram showing the processing of the quality analysis initiative theme verification program Explanatory diagram showing the contents of the quantitative criteria table Figure showing the setting theme (target theme) setting screen Figure showing the contents of the industry-specific theme table The figure which shows the contents of the word judgment table Explanatory diagram showing each process of policy setting, implementation and correction Diagram showing measure implementation plan (and) results management table format Figure showing the format of the target management sheet Flow chart showing performance evaluation judgment and correction processing System configuration diagram of the present invention Network configuration diagram of the present invention

Explanation of symbols

CPU Central processing unit MM Main memory BUS Bus HD Hard disk device OS Operating system DISP Display device KBD Keyboard

Claims (6)

A business plan development support method using an information processing system,
List multiple target themes of the business plan entered by the input means vertically or horizontally,
With the input means, at least for each measure of the fiscal year, the plan and results are entered in the horizontal or vertical direction along with the process diagram,
Inputting a related identifier that relates to which of the target themes listed above is associated with each measure item; and
Displaying instruction input means for instructing generation of an execution plan / result management table for each target theme;
When an instruction is input from the instruction input means to generate an execution plan / actual management table for each target theme, the target value and the actual value for the current year corresponding to the target theme are received, and the input A business plan development support method comprising a step of displaying a plan, an actual result, and a process diagram for each measure corresponding to a theme in correspondence with the target value and the actual value in a state where editing is prohibited. A business plan development support method using an information processing system,
The central processing unit of the information processing system refers to an environment ranking table in which evaluation points are set for each environmental aspect element information and ranked according to the evaluation points, and the environmental aspect element information in order from the highest ranking Step to read
The central processing unit refers to a word / phrase determination table in which a word / phrase and the degree of conformity of the target theme are associated with each other, and determines the degree of conformity of the read environmental aspect element information with respect to the target theme;
The central processing unit refers to the industry-specific theme table in which the industry and the degree of conformity of the target theme are associated, and determines the degree of adaptation of the environmental side element information read above with respect to the target theme;
A business plan formulation support method comprising the step of the central processing unit outputting the target theme as management policy information together with the fitness. A business plan development support method using an information processing system,
The central processing unit of the information processing system refers to a quality ranking table in which evaluation points are set for each quality item element information and ranked according to the evaluation points, and the quality item element information in order from the highest ranking Step to read
The central processing unit refers to a phrase determination table in which the phrase and the degree of conformity of the target theme are associated, and determines the degree of conformity of the quality item element information read above with respect to the target theme;
The central processing unit refers to the industry-specific theme table in which the industry and the degree of conformity of the target theme are associated, and determines the degree of adaptation of the quality item element information read above with respect to the target theme;
A business plan formulation support method comprising the step of the central processing unit outputting the target theme as management policy information together with the fitness. A business plan development support program using an information processing system,
List multiple target themes of the business plan entered by the input means vertically or horizontally,
With the input means, at least for each measure of the fiscal year, the plan and results are entered in the horizontal or vertical direction along with the process diagram,
Inputting a related identifier that relates to which of the target themes listed above is associated with each measure item; and
Displaying instruction input means for instructing generation of an execution plan / result management table for each target theme;
When an instruction is input from the instruction input means to generate an execution plan / actual management table for each target theme, the target value and the actual value for the current year corresponding to the target theme are received, and the input A business plan development support program that can be executed by a computer comprising a step of displaying a plan, an actual result, and a process diagram corresponding to a theme corresponding to the target value and the actual value in a state where editing is prohibited. A business plan development support program using an information processing system,
The central processing unit of the information processing system refers to an environment ranking table in which evaluation points are set for each environmental aspect element information and ranked according to the evaluation points, and the environmental aspect element information in order from the highest ranking Step to read
The central processing unit refers to a phrase determination table in which the phrase and the degree of adaptation of the target theme are associated, and determines the degree of adaptation of the environmental aspect element information read above with respect to the target theme;
The central processing unit refers to the industry-specific theme table in which the industry and the degree of conformity of the target theme are associated, and determines the degree of adaptation of the environmental side element information read above with respect to the target theme;
A computer-executable business plan formulation support program comprising the step of the central processing unit outputting the target theme as management policy information together with the fitness. A business plan development support program using an information processing system,
The central processing unit of the information processing system refers to a quality ranking table in which evaluation points are set for each quality item element information and ranked according to the evaluation points, and the quality item element information in order from the highest ranking Step to read
The central processing unit refers to a phrase determination table in which the phrase and the degree of conformity of the target theme are associated, and determines the degree of conformity of the quality item element information read above with respect to the target theme;
The central processing unit refers to the industry-specific theme table in which the industry and the degree of conformity of the target theme are associated, and determines the degree of adaptation of the quality item element information read above with respect to the target theme;
A computer-executable business plan formulation support program comprising a step in which the central processing unit outputs the target theme as management policy information together with the fitness.

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