JP7410687B2 - Organizational change support system, organizational change support method, and organizational change support program - Google Patents

Description

The present invention relates to an organizational change support system, an organizational change support method, and an organizational change support program, and particularly relates to an organizational change support system, an organizational change support method, and an organizational change support program that allow for flexible awareness survey question design. .

BACKGROUND ART Analyzes have traditionally been conducted to quantify and analyze the motivation of the entire organization and individual employees in organizations such as companies, in order to improve the performance of the organization and individuals. In this type of motivation analysis, we conduct awareness surveys (questionnaires) of employees and other subjects of analysis related to several factors that influence motivation, and then aggregate and quantify the results of the questionnaires. It enables analysis of factors that support motivation and factors that inhibit motivation for each individual and organization. In such analysis, a consulting company provides users with a questionnaire, aggregates the responses, and then distributes the analysis results to users.

In addition, in a system that supports the strengthening and improvement of organizations, we conduct long-term awareness surveys of organizations and small-scale awareness surveys over short-term spans, and summarize the results of long-term awareness surveys. A system has been proposed that selects questions for an attitude survey over a short period of time based on the analyzed results (see Patent Document 1).

Patent No. 6208911

However, in general employee awareness surveys provided by consulting companies and the questionnaire described in Cited Document 1, the content of the questionnaire is limited to preset questions, and the content of the questions is limited. As a result, the analysis results were sometimes abstract or out of focus. As a result, it was not possible to accurately identify the issue, and it was sometimes not possible to come up with specific measures to improve the problem.

Furthermore, in the system described in Patent Document 1, the results of the long-term awareness survey are linked to the questions of the short-term awareness survey, but questions are designed for each user in both the long-term and short-term surveys. It could not be said that the users' needs were necessarily reflected, and it was not possible to set questions according to the organizational development themes and organizational issues that users themselves wanted to focus on.

Therefore, the present invention has been made in view of the above-mentioned problems, and its purpose is to set goals according to organizational development themes and organizational issues for each user, and to flexibly set survey questions according to the goals. The purpose is to provide a designable organizational change support system.
Another object of the present invention is to provide an organizational change support system that can visualize problems and support planning and implementation of effective measures toward the organization's desired state.

The above-mentioned problem is solved by the organizational change support system according to the present invention, which is an organizational change support system that supports organizational change. a storage unit, a project setting unit for setting a project as a unit for implementing organizational change, a first indicator for measuring the degree of achievement of an organizational goal, and a first indicator associated with the first indicator to achieve the goal. a second index for evaluating the process for the project; and a questionnaire generation section that generates a questionnaire including one or more questions. The first indicator and the second indicator are set for each project set in The problem is solved by acquiring questions from the question storage section based on the above and generating the questionnaire.

Furthermore, the above-mentioned problem can be solved by the organizational change support method according to the present invention, which supports organizational change using a computer equipped with a question storage unit that stores questions of a questionnaire conducted to measure the degree of achievement of organizational goals. An organizational change support method comprising: a project setting step in which the computer sets a project as a unit for implementing organizational change; a first index by which the computer measures the degree of achievement of an organization's goals; a goal setting step of setting a second indicator associated with the first indicator and for evaluating a process for achieving the goal; and a questionnaire generation step in which the computer generates a questionnaire including a plurality of questions. In the goal setting step, the computer sets the first index and the second index for each project set in the project setting step, and in the questionnaire generation step, the computer is solved by acquiring questions from the question storage section and generating the questionnaire based on at least one of the first index and the second index set in the goal setting step.

Furthermore, the above-mentioned problem can be solved by implementing organizational change in a computer equipped with a question storage section that stores questions from a questionnaire conducted to measure the degree of achievement of organizational goals. A project setting procedure for setting a project as a unit for achieving a goal, a first indicator for measuring the degree of achievement of the organization's goals, and a process for evaluating the process associated with the first indicator to achieve the goal. A second indicator, a goal setting procedure for setting a second index, and a questionnaire generation procedure for generating a questionnaire including a plurality of questions. The first indicator and the second indicator are set for each project set in the step, and the questionnaire generation step includes at least the first indicator and the second indicator set in the goal setting step. The problem is solved by acquiring questions from the question storage unit based on one of the questions and generating the questionnaire.

Since the goals of organizations vary, it is necessary to create a questionnaire that matches the goals of the users, but if the goals are not set appropriately, it is necessary to create an appropriate questionnaire to understand the current situation. Can not. Therefore, according to the above-mentioned organizational change support system, organizational change support method, and organizational change support program, the user can use the first index and A second index, which is an index for evaluating the process of goal achievement, can be set, and a questionnaire can be created from questions corresponding to that index. For the first and second indicators, KGI (Key Goal Indicator) and KPI (Key Performance Indicator) can be used, respectively, and a questionnaire consisting of questions linked to KGI and KPI can be created. can do.

Furthermore, since a project can be set as a unit for implementing organizational change, it is possible to freely decide the unit in which the goal should be set, regardless of the personnel structure of the organization, such as departments. Therefore, it becomes possible to carry out more flexible organizational reforms.

Furthermore, the above problem can be solved by the organizational change support system according to the present invention, which is an organizational change support system that supports organizational change, and which stores questions of a survey conducted to measure the degree of achievement of organizational goals. a first index for measuring the degree of achievement of the organization's goals, and a second index associated with the first index for evaluating the process for achieving the goals. a goal setting section to set, and questions from the question storage section based on at least one of the first index and the second index set by the goal setting section, and a questionnaire including one or more questions. The questionnaire includes a questionnaire generation unit that generates a questionnaire, a reception unit that receives user input, and a display control unit that displays a screen for the user to create a questionnaire. Each of the second indicators has a common question that is mandatory and an individual question that can be selected by the user, and the individual questions have basic questions and priority questions, and the reception unit and/or if it is accepted that a specific indicator among the second indicators is important, the display control unit displays the basic question and the priority question as the individual questions on the screen; If the reception unit accepts that the specific index is not important, the display control unit controls to display only the basic questions as the individual questions on the screen, and the questionnaire generation unit: The problem is solved by generating the questionnaire including the basic question and the priority question as the individual questions associated with the specific indicator when it is accepted that the specific indicator is important.

By structuring the questions into two levels in this way, it becomes possible to create individual questionnaires that respond in detail to the user's analysis needs. As a result, only the information truly necessary for organizational change can be collected with minimal effort.
In addition, by including important questions for the elements of each development theme or issue that you want to understand in a focused manner, you can dig deeper into that theme or issue. Furthermore, by including questions that can identify the causes of issues in the priority questions, it is possible to not only understand the current situation but also analyze the causes of the items that you want to dig deeper into.
Furthermore, since the display control unit switches the display between basic questions and important questions depending on whether the question is set as important or not, it is easy for the user to understand and create a questionnaire.

Furthermore, the above problem can be solved by the organizational change support system according to the present invention, which is an organizational change support system that supports organizational change, and which stores questions of a survey conducted to measure the degree of achievement of organizational goals. a first index for measuring the degree of achievement of the organization's goals, and a second index associated with the first index for evaluating the process for achieving the goals. a goal setting unit that sets goals; a questionnaire generation unit that generates a questionnaire including one or more questions; and a thematic indicator storage unit that stores the first indicator in association with at least one of an organizational development theme and an organizational issue. , when the goal setting unit receives at least one of an organizational development theme and an organizational issue, the goal setting unit calculates the above information from the thematic indicator storage unit based on at least one of the received organizational development theme and the organizational issue. acquiring and setting a first index, the questionnaire generating section acquiring questions from the question storage section based on at least one of the first index and the second index set by the goal setting section; and generating the questionnaire.

In this way, necessary indicators can be set from organizational development themes (categories) and organizational issues, making it easy for the user to select the optimal indicators.

According to the present invention, it is possible to set goals in accordance with organizational development themes and organizational issues for each user, and to flexibly design questionnaire questions in accordance with the goals.
Further, according to the present invention, it is possible to visualize problems and support the planning and implementation of effective measures toward the desired state of the organization.

It is a process diagram when carrying out an organizational change using an organizational change support system. It is an explanatory diagram of a project type approach. 1 is a diagram showing the configuration of an organizational change support system. It is a figure showing an example of a project registration screen. It is a figure showing an example of a KGI/KPI selection screen. It is a figure showing an example of a schedule registration screen. It is a figure showing an example of a question registration screen. It is a figure which shows an example of a question confirmation screen. FIG. 3 is a diagram illustrating an example of the functions of a server.

Hereinafter, one embodiment of the present invention (hereinafter referred to as the present embodiment) will be described based on FIGS. 1 to 9. Note that the embodiments described below are merely examples for facilitating understanding of the present invention, and do not limit the present invention. That is, the present invention may be modified and improved without departing from its spirit, and it goes without saying that the present invention includes equivalents thereof.

<<Overview of organizational change support system>>
First, an overview of the organizational change support system S (hereinafter referred to as the present system S) according to the present embodiment will be explained.
For example, in organizations such as companies, this system S analyzes not only motivation but also a wide range of organizational factors that influence motivation, visualizes the state of the organization, and manages the transformation process toward the desired organization. , a system that supports organizational change.

The definitions of terms used in this specification are as follows.
"KGI" is an abbreviation for "Key Goal Indicator" and is also called "Key Goal Indicator". KGI is an index for measuring the degree of achievement of the final goal when an organization sets goals and conducts activities. This corresponds to the "first index" of the present invention. Note that the unit that sets goals and takes action is not limited to a company, but may be a department, section, team, or individual.
"KPI" is an abbreviation for "Key Performance Indicator" and is also called "Key Performance Indicator". KPI is an indicator for evaluating the processes necessary to achieve the final goal. This corresponds to the "second indicator" of the present invention.
An "organization" is a group unit that implements organizational change, and includes a company. The organizational change support system, method, and program of the present invention are not limited to companies as organizations, but can be applied to units such as departments, sections, teams (projects), individuals, etc. that set goals and work toward achieving them. It is applicable to
A "project" is a unit for implementing organizational change, and it is possible to set one project across departments without depending on the organization. Note that the unit may be a department, section, etc. in line with the organizational system. For example, a project is created by a project owner (project manager) and operated by a project team.
A “category” is an organizational development theme. The organizational development theme is a perspective when diagnosing an organization, and is also a perspective (theme) that assists in selecting KGI/KPI. As an example, in this embodiment, "vision/philosophy", "organizational culture", "work environment", "various systems", and "management" are set as categories. Further, below each category, "subcategories" are set, which are subcategories of each category.
"Issue" is an issue in an organization, and like a category, it is also a perspective (theme) that assists in selecting KGI/KPI. Assignments are set across categories.
A "question" is a question in an attitude survey (hereinafter also referred to as a questionnaire) that is conducted on members of an organization such as employees in order to measure the degree of achievement of the organization's goals. The questions consist of "common questions" and "individual questions."
"Common questions" are questions based on basic elements (categories/subcategories) for diagnosing an organization, and specifically, at least one common question is set for each subcategory under a category. There is. In this way, by composing common questions from questions that cover all subcategories of all categories, it becomes possible to diagnose the basic state of an organization from every perspective. Common questions are questions that are common to all organizations, regardless of organization or project, and are mandatory questions that are included regardless of the category/subcategory selected in the project or the KGI/KPI selected in the project. be. Note that in this embodiment, common questions are set for subcategories, but it may be configured such that one common question corresponds to one category. Alternatively, one or more common questions may be included for each KGI or KPI.
"Individual questions" are questions that are in line with the priority issues and organizational development themes of each organization. The individual questions further consist of ``basic questions'' and ``in-depth questions.'' This is a question that the user can select whether or not to add to the questionnaire.
“Basic questions” are questions among individual questions that are used to visualize the “effect” of cause and effect of the task, that is, the current status of the task.
“Deep-depth questions” are questions that are used to visualize the cause and effect of the problem, that is, the cause of the problem, among the individual questions. In-depth questions can be included regarding KPIs that the user has determined are important, that is, those that the user wants to focus on.

With reference to FIG. 1, an overview of the process (work flow) when a user performs organizational change using this system S and the main functions of this system S will be explained. FIG. 1 is a process diagram for implementing organizational change.
1. Survey preparation/implementation In this system S, the user sets KGI and KPI for the entire organization, creates a project that is a unit for implementing organizational change, and sets KGI, KPI, and target score for each project ( KGI/KPI selection function).
Then, in order to evaluate the set KGIs and KPIs, a questionnaire is conducted among the members of the organization and the project, such as employees. In this system S, the user can design questions for a questionnaire according to the user's organizational issues, etc. (question design function).

2. Identifying issues Based on the results of the first survey, we will conduct an analysis to understand the current issues. In order to support analysis of survey results, this system S allows viewing of survey results on a dashboard (dashboard analysis function). As survey results, KPI scores and response details entered in text are displayed.

3. Plan of measures Based on the analysis of the survey results, formulate measures and action plans to improve KPI scores. In this system S, since measures and initiatives are proposed (recommended), the user can refer to this information and create a specific plan (measures and initiatives plan creation function).
Initiatives are categorized and set in advance for each implementation entity (company-wide management department, organizational head (manager) of a specific organization, general public), and appropriate initiatives are recommended according to the role. be done. In addition, a function has been implemented in which managers can specify the initiatives they want their subordinates to carry out, which will be reflected in the measures and initiative plans of their subordinates. Additionally, effective measures (measures that are highly effective in improving KPI scores) are displayed on a dashboard. An effective measure is a dashboard that uses statistical processing to calculate the correlation coefficient between the number of action plans executed in relation to initiatives and KPI scores and displays it in a ranking format, and the results and the app. Based on the measure recommendations from the screen, it is possible to prioritize effective measures and reflect them in your own team's measures.
Regarding the KPI score, the target score can be set for each organization (group) in which a manager is assigned. In addition, the resulting scores include KPI scores that are automatically aggregated from the survey results, as well as information that cannot be obtained from the survey results, such as the proportion of female managers and turnover rate, as external data and displayed on the dashboard. There are different types of KPI scores.

4. Execution of measures The user executes the set measures/initiatives. With this system S, it is possible to update and check the progress status of measures and initiatives (measures and initiative progress update function).

5. Verification of changes Use the dashboard to check time-series comparisons, and check and register KPI score improvement results (time-series comparison function, KPI improvement result registration function).
The implementation status of the measures will be displayed on another dashboard separate from the questionnaire results dashboard. It is equipped with a function that allows project leaders (such as business managers) and owners (such as human resources) to understand whether each organization is making efforts to improve KPI scores. Specifically, the discrepancy between the target score and the current score calculated from the questionnaire results can be ranked, and KPIs with large discrepancies and organizations with large discrepancies can be identified. With this function, it is possible to regularly check the dashboard of the implementation status of measures and provide guidance to the heads of each organization to promote improvement activities in order to achieve the project goals.

The user executes steps 1 to 5 above, from setting goals to verifying whether organizational change has been achieved. If the effects are insufficient, you may re-implement specific issues, review measures and initiatives, and perform the above steps again. In this way, this system S can support organizational change.
In this specification, the KGI/KPI selection function and question design function included in Step 1 of the above-mentioned Steps 1 to 5 will be explained.

Next, with reference to FIG. 2, a "project-type approach", which is one of the characteristics of organizational change using the present system S, will be explained. By using this system S and using the project-type approach described below, users can develop projects using a unique approach that flexibly combines survey implementation, result analysis, and policy planning and implementation, resulting in more effective results. Able to implement organizational change activities. FIG. 2 is a diagram illustrating a specific example of a project-based approach.

In this system S, two types of questionnaires are provided: a "regular questionnaire" and a "simple questionnaire." A "periodic survey" is a survey on themes that are carefully addressed in units that implement organizational change, and includes common questions and individual questions (basic questions and in-depth questions). A "simple survey" is a survey related to a theme that you want to manage individually and implement improvement measures within the set goals, and it does not include common questions, but only consists of individual questions (basic questions, in-depth questions). This is a questionnaire that can be easily carried out by respondents. Since the simple questionnaire consists of only individual questions, it can be used for purposes such as fixed-point observation or investigating only specific KPIs.
These questionnaires are independent from each other, and the questions included in each questionnaire are set and registered by the user for each questionnaire, as will be described later. Additionally, each survey has a set implementation period.

In the example shown in FIG. 2, the system S first registered, for example, "2019 First Half Organizational Reform Project" as a project, and conducted a questionnaire (first time) to understand the current situation. After analyzing the survey results, the project's priority themes (issues) were set as ``Creative Reform/Improving Turnover Rate'' and ``Improving Motivation.'' Furthermore, we will carefully work on "Creative Reform/Improvement of Turnover Rate" during the project implementation period, and regarding "Improvement of Motivation", we will conduct simple questionnaires multiple times during the project implementation period and increase the frequency to understand the improvement in the situation. I made it.
In other words, "Cultural Reform/Improvement of Turnover Rate" is ascertained through regular questionnaires (conducted after the completion of the project implementation period to verify effectiveness) and the planning and implementation of measures, while "Improvement of Motivation" is ascertained through a simple questionnaire (conducted during the project implementation period). The project was set up to be understood through the planning and implementation of measures (implemented four times within the same year) and the planning and implementation of measures.

In this way, in this system S, it is possible to freely combine periodic questionnaires and related measures, and simple questionnaires and related measures for each project. It is possible to create flexible combinations and support organizational change more effectively. Note that in the above example, different priority themes were set for the regular questionnaire and the simple questionnaire, but the same theme may be set.

<<Overall structure of organizational change support system>>
Next, the configuration of the organizational change support system S according to this embodiment will be explained.
FIG. 3 is a diagram showing an overview of the configuration of this system S. The system S includes, for example, a server 1 and a user terminal 3. The server 1 and the user terminal 3 are communicably connected via a communication network NW such as the Internet.

The server 1 is, for example, a cloud server that provides software services to user terminals 3 connected via the communication network NW. The server 1 provides the user terminal 3 with an application for supporting the user's organizational change as an example of a software service. As a result, the user terminal 3 can perform a goal setting function (KGI/KPI selection function), a questionnaire generation function (question design function), and the like. Details of each function will be described later.

The user terminal 3 is an information processing terminal such as a personal computer, a tablet terminal, or a smartphone, which is operated by a user. The user terminal 3 connects to the server 1 via the communication network NW and receives software services from the server 1.

<Hardware configuration of server 1>
The server 1 is a computer equipped with a processor (not shown), a storage device, and a communication interface.
A processor is hardware (eg, a CPU) for executing a set of instructions written in a program. The processor executes various calculation processes based on programs and data stored in the storage device, and also controls each part of the server 1.

The storage device includes, for example, a memory and a magnetic disk device, and stores various programs and data. The storage device is also used as a work memory for the processor. Note that the storage device may include an information storage medium such as a flash memory or an optical disk.
The communication interface includes, for example, a network interface card, and communicates with a computer such as the user terminal 3 via a communication network such as the Internet or an intranet.

<Hardware configuration of user terminal 3>
The user terminal 3 includes a processor (not shown), a storage device, a communication interface, an input device, and a display device 3a shown in FIG. 3. Note that the input device and display device 3a may be provided as external devices of the user terminal 3.
A processor is hardware (eg, a CPU) for executing a set of instructions written in a program. The processor executes various arithmetic processing based on programs and data stored in the storage device, and also controls each part of the user terminal 3.

The storage device includes, for example, a memory and a magnetic disk device, and in addition to storing various programs and data, it also functions as a work memory for the processor. Note that the storage device may include an information storage medium such as a flash memory or an optical disk.
The communication interface includes, for example, a network interface card, and communicates with a computer such as the server 1 via a communication network such as the Internet or an intranet.

The input device includes, for example, a touch panel, a keyboard, a mouse, etc., and receives input from a user.
The display device 3a includes, for example, a liquid crystal display device, an organic EL display device, etc., and outputs a screen based on graphic data generated by a processor. For example, screens shown in FIGS. 4 to 8, which will be described later, are examples of screens displayed on the display device 3a.

<<Business overview of organizational change support system>>
Next, an overview of the operations of the system S will be described with reference to FIGS. 4 to 8, and the screen displays displayed on the user terminal 3 and the contents input by the user on each screen. In this explanation, a project with the project name "2019 First Half Organizational Reform Project" has been registered as a unit of organizational change, and an example will be described in which KGI/KPI, schedule (questionnaire), and questions are registered for this project. explain.
Note that each screen is displayed on the display device 3a of the user terminal 3. Each screen is displayed when the reception unit 12A of the server 1, which will be described later, receives a user operation from the user terminal 3, and the display control unit 12B of the server 1 acquires necessary information from the storage unit 11 according to the received information. This is done by generating screen information and displaying the necessary information on the display device 3a of the user terminal 3.

Figure 4 shows the project registration screen.
The project registration screen is displayed when an already registered project is selected or when an operation for registering a new project is performed on a project search screen (not shown).
When you select a project that has already been registered, basic information about the selected project is displayed. The basic information of a project is, for example, a project name, a scheduled project start date, and a scheduled project end date. The information on these projects is created by a user inputting information on a registration screen (not shown), and a project setting section 12C of the server 1, which will be described later, registering project information data 11F.
Furthermore, if KGI and KPI have already been set for the project, the set KGI and KPI are displayed. If a category or issue is selected when setting KGI or KPI, that category or issue is also displayed. The categories and issues are the organization's development theme and the organization's issues, respectively, which are tackled in the project. Furthermore, on this screen, target values are input for each KPI.

When registering a new project, the user inputs basic information about the project, and the server 1 accepts the input. Note that when registering a new project, KGI and KPI are not registered for the project, so these are not displayed.
On this screen, when the "KGI/KPI selection" button is selected, the KGI/KPI selection screen is displayed.

FIG. 5 shows the KGI/KPI selection screen.
The KGI/KPI selection screen is a screen for allowing the user to select KGI and KPI that the user wants to set for the project. In order to assist the user in selecting KGI and KPI, the selection method is to select ``category'' or ``issue'', which are conceptually easier to understand. When selecting a category, also select subcategories. In the example shown in FIG. 5, "work environment" is selected as the category, and "work style reform" is selected as the subcategory.
When the user selects a category, subcategory, or issue, the user refers to the category master 11B or issue master 11C, and the KGI/KPI master 11A, which will be described later, to find the KGI linked to the selected category/subcategory or issue, and to the KGI. Obtain the KPIs that are being used and display them in a list on the screen. In addition, a check box is displayed for each KPI so that it can be selected. The user selects one or more KPIs that he or she considers necessary as evaluation items, and selects the "select" button.

Returning to the project registration screen in FIG. 4, the selected category/subcategory or issue and the selected KGI and KPI are displayed. Note that target values are input for each KGI and KPI. When the user selects the "Register" button on this screen, the goal setting unit 12D of the server 1, which will be described later, registers or updates the project-specific goal data 11G, and the KGI, KPI, and target value for the project are registered or updated.

In this system S, it is necessary to set KGI and KPI for a project, but if the user does not have a sufficient understanding of KGI and KPI, it may be difficult for the user to directly select KGI and KPI. Therefore, as described above, in this system S, the user can select a goal from a category or issue, which is easy for the user to understand, from the perspective of what the user wants to improve. In this way, KGIs and KPIs can be set by linking them to categories or issues, allowing flexible KGIs and KPIs to be set according to the direction the organization is aiming for and the sense of the organization's challenges. Can be set.
Furthermore, it is possible to select a plurality of KGIs, and it is possible to set an achievement deadline by combining a plurality of goals (KGIs) necessary for the organization.

When you select the "Next" button on the project registration screen, the schedule registration screen will be displayed. FIG. 6 shows a schedule registration screen.
On the schedule registration screen, set a survey for the project. Specifically, as shown in FIG. 6, the type of questionnaire, questionnaire name, questionnaire preparation period (start date, end date), and questionnaire implementation period (start date, end date) are registered. As the type of questionnaire, select either "regular questionnaire" (indicated simply as "questionnaire" in FIG. 6) or "simple questionnaire". Multiple questionnaires can be registered for one project. When the user selects the "Update" button on this screen, the questionnaire generation unit 12E of the server 1, which will be described later, registers or updates the project-specific questionnaire data 11H, and the questionnaire information for the project is registered or updated.

Note that the registered questionnaire may be displayed using a chart showing the preparation period and implementation period with lines. When displaying a chart, select one or more questionnaires to be displayed and select the "Display Chart" button to display the chart. Displaying a chart is preferable because it makes it easier for the user to understand the schedule, especially when there are multiple questionnaires.

When you select the "Next" button on the schedule registration screen, the question registration screen is displayed. FIG. 7 shows a question registration screen.
On the question registration screen, register questions to be included in the survey to be conducted in the target project. The question registration screen displays a list of KGIs and KPIs set for the project (selected KGI/KPI list). Questions are linked to KGI and KPI, and one or more questions are set in advance for each KGI and KPI and registered in a question master 11D, which will be described later. That is, if KGI and KPI are set for a project, questions linked to the project can be extracted based on the KGI and KPI. Each question has ``common questions'' and ``individual questions'' as question categories. In addition, the "individual questions" further include "basic questions" and "deep questions (priority questions)" as question categories.

The selected KGI/KPI list includes "common/individual", "important", "questionnaire", and "simple questionnaire" as display items. The "Common/Individual" column displays whether the questionnaire is a common questionnaire or an individual questionnaire. If the survey is a common survey, that is, a survey set at a higher level and conducted throughout the organization, it will be displayed as "Common," and if it is a survey created individually within a project, it will be displayed as "Individual." .
"Important" is selected by the user when the user wants to focus on the set KPI as an important KPI. As shown in FIG. 7, for example, the user turns on the toggle button of the questionnaire and inputs and sets that it is "important." In the example shown in FIG. 7, importance is set for the KPIs of "management that promotes innovation,""new business initiatives," and "activity of ideas."

In the "Questionnaire" and "Simple Questionnaire" columns, selectable radio buttons are displayed for selecting whether to include questions associated with each KPI in the regular questionnaire or in the simple questionnaire. Note that for items that must be carried out as regular questionnaires, a radio button is displayed only in the "Survey" column, and no radio button is displayed in the "Simple Questionnaire" column, making it impossible to select.

Note that KGIs or KPIs that are evaluated based on external data, which will be described later, are displayed in the selected KGI/KPI list, but are not included in the questionnaire because the questions themselves do not exist. For example, although the index "gross profit per hour" in the list shown in FIG. 7 exists as an item in KGI, it is not included in the questionnaire, and the actual value is obtained from external data and reflected in the evaluation. Therefore, even if this row of "gross profit per hour" is selected, the question confirmation screen described below will not be displayed.

Select the KGI or KPI row on the question registration screen and select the "Reference Question" button to display the question confirmation screen. Figure 8 shows the question confirmation screen.
On the question confirmation screen, the contents of one or more questions preset for the selected KGI or KPI are displayed in a list. If you select a row where only KGI is displayed, the questions set for that KGI will be displayed, and if you select a row where KPI is displayed, the questions set for that KPI will be displayed. do. Note that when a row in which only a KGI is displayed is selected, questions linked to all KPIs under that KGI may be displayed.
"Question classification" displays whether the question is a basic question or an in-depth question. In-depth questions are only included in the KPIs set as "important" on the question registration screen. That is, in-depth questions are displayed on this screen only when a KPI set as "important" is selected. Therefore, in the case of a KPI for which "Important" is not selected on the question confirmation screen, only basic questions are displayed in the list in FIG.
Note that in this embodiment, questions are displayed on the question confirmation screen and the user only confirms the questions, but for example, it may be possible to select further questions one by one from this screen. In this case, for example, a selection area may be provided on the left side of each question line in the list, and selectable checkboxes may be displayed.

Selecting the "Back" button on the question confirmation screen returns you to the question registration screen.
When the user selects the "Confirm" button on the question registration screen, the questionnaire generation unit 12E of the server 1, which will be described later, registers or updates the project-specific questionnaire data 11H, and the information on the questions included in the questionnaire is registered or updated. In this way, the registration of questions for the survey to be conducted in the "2019 First Half Awareness Survey" project is completed.
As described above, the server 1 receives the user's input from the user terminal 3, and completes the setting of the questionnaire questions for the project.

<<Functions of Server 1>>
Next, with reference to FIG. 9, the functions provided in the server 1 will be described.
The server 1 includes, for example, a storage section 11 and a control section 12.
The storage unit 11 includes, for example, a KGI/KPI master 11A, a category master 11B (thematic index storage unit), an assignment master 11C (thematic index storage unit), a question master 11D (question storage unit), a policy master 11E, and a project. It includes information data 11F, project-specific goal data 11G, project-specific questionnaire data 11H, and project-specific policy data 11I.
The control unit 12 includes, for example, a reception unit 12A, a display control unit 12B, a project setting unit 12C, a goal setting unit 12D, a questionnaire generation unit 12E, and a policy setting unit 12F.

The functions of the above-mentioned parts provided in the server 1 are realized by the processor of the server 1 controlling each part of the server 1 based on the organizational change support program and various data stored in the storage device. be. Note that the server 1 may read the organizational change support program from a computer-readable information storage medium, or may receive it via a communication network such as the Internet or an intranet.
Furthermore, the organizational change support method according to the present invention is realized by the server 1 executing processing based on the above-described organizational change support program.
Hereinafter, the details of the functions of the above-mentioned parts provided in the server 1 will be explained.

<<Configuration of each data in the storage unit>>
The storage unit 11 stores various master data that is set in advance by the administrator of the system S before the start of system operation, various data that is input from the user terminal 3 and accepted by the reception unit 12A, and which is processed by the control unit 12. It stores various data of the results.
Note that the storage unit 11 may include data other than the following data and each storage unit, and each data is an example, and information that can realize each function and each process of the system S described later. , it can be modified to have a data structure.

The KGI/KPI master 11A stores KGI information and KPI information as an indicator of the degree of achievement of organizational change goals used in this system S and an indicator for evaluating the process therefor. Specifically, an identification number for identifying a KGI, contents of the KGI, an identification number of a KPI associated with (associated with) the KGI, and contents of the KPI are stored. One or more KPIs are set for one KGI.
The contents of KGI include, for example, "engagement,""turnoverrate," and "degree of organizational innovation." Further, for example, the contents of the KPI for the KGI called "employee turnover rate" include "willingness to continue working at the company,""overtimehours,""flexibility of work styles," etc.
Note that KGI information and KPI information may be held as separate masters.

The category master 11B is one form of thematic index storage section, and is data in which categories as organizational development themes and corresponding KGIs are set. Specifically, a category identification number, a category name, a subcategory identification number associated with the category, a subcategory name, and a KGI identification number linked to the subcategory are stored.
As a specific example, for example, the category "Working environment" is registered with subcategories such as "work-life balance" and "work efficiency," and the subcategory "work efficiency" is linked to "turnover rate" in the KGI. is registered.

The issue master 11C is one form of thematic index storage unit, and is data in which organizational issues and corresponding KGIs are set. Specifically, the identification number of the assignment, the name of the assignment, and the identification number of the KGI linked to the assignment are stored.
As a specific example, for example, for the subject "Innovation", "Level of Organizational Innovation" is linked and registered in the KGI.

The question master 11D is one form of a question storage section, and is data in which questions linked to the KGI or KPIs under the KGI are stored. In this embodiment, one or more questions linked to each KGI and one or more questions linked to each KPI are stored. It also has category and subcategory information indicating which subcategory (subcategory under the category) each question relates to.
Specifically, KGI identification information, KPI identification information, question identification information, question classification, question content, category identification information, subcategory identification information, external data flags, etc. are stored. The classification of questions is one of "common questions,""individual questions - basic questions," and "individual questions - in-depth questions." The "common questions" are essential questions that are set at least one in correspondence to a category or subcategory, or KGI or KPI, and are always included in regular questionnaires. The "individual question" is a question that the user can select whether or not to include in the questionnaire. Among the individual questions, "deep-dive questions" are questions included in the questionnaire when the user specifies that the KPI is an important theme.

The "external data flag" is a flag indicating that data from the outside is acquired and evaluated. For example, in the case of indicators that are based on performance values such as the ratio of female managers, turnover rate, average overtime hours per month, etc., and cannot be obtained from survey results, KGI may obtain relevant data from outside. Alternatively, such KGIs and KPIs are also held in the question master 11D in order to be reflected in the KPI evaluation. In this way, by incorporating indicators based on external data, objective evaluations that cannot be obtained from survey questions can be reflected in KGI/KPI management.

The policy master 11E stores initiatives associated with KPIs. Specifically, the KPI identification number, the initiative identification number, the initiative name, and the content of the action plan are stored.

The project information data 11F records basic information regarding the project registered by the user. Specifically, the information includes a project identification number, a project name, a scheduled project start date, a scheduled project end date, project target person information, and the like.

The project-specific goal data 11G stores KGI and KPI set for the project registered by the user. Specifically, a project identification number, a KGI identification number, a KPI identification number, a target value, an important flag, etc. are stored. The important flag is set to ON when a KPI that the user wants to focus on is registered as "important", and is set to OFF when there is no registration of importance.

The project-specific questionnaire data 11H stores questionnaires set by the user for the project and question information for each questionnaire. Specifically, project identification number, questionnaire identification number, basic information about the questionnaire (type of questionnaire, name of questionnaire, survey preparation period (start date, end date), survey implementation period (start date, end date), etc.) , the identification number of the question, etc. are stored. Note that one questionnaire includes one or more questions.

The project-specific policy data 11I stores information regarding the initiatives set by the user for the project. Specifically, a project identification number, a KGI identification number, a KPI identification number, an initiative identification number, etc. are stored.

<<Configuration of each part of the control unit>>
The reception unit 12A receives user input from the user terminal 3.
The user's input is an input operation performed using an input device such as a keyboard, a mouse, or a touch panel of the user terminal 3, and input character string information.
The reception unit 12A is mainly realized by a processor of the server 1 and a communication interface. The processor of the server 1 receives user input from the user terminal 3 via the communication interface.

When the reception unit 12A receives the user's input, the display control unit 12B acquires necessary information from the storage unit 11 according to the information received by the display control unit 12B, generates screen information, and displays the screen information on the user terminal 3. control to display on the display device 3a. The display control unit 12B is mainly realized by the processor, storage device, and communication interface of the server 1.

When the receiving unit 12A receives project registration information from the user terminal 3, the project setting unit 12C stores (registers or updates) the received information in the project information data 11F. The project setting unit 12C is mainly realized by the processor, storage device, and communication interface of the server 1.

When the goal setting section 12D receives the KGI, KPI, and the target value of the KGI or KPI as indicators of goals for the project received by the reception section 12A, the goal setting section 12D stores (registers or updates) each project in the project-specific goal data 11G. and set. The goal setting unit 12D is mainly realized by the processor, storage device, and communication interface of the server 1.
Specifically, when a KGI and KPI to be set for a project is selected on the KGI/KPI selection screen of the user terminal 3 and a registration operation is performed on the project registration screen, the receiving unit 12A receives the project, KGI, and KPI. Further, if a target value has been input, the target value is accepted. The goal setting section 12D writes (sets) information on the project, KGI, and KPI received by the reception section 12A into the project-specific goal data 11G in the storage section 11. Note that the project is set by the above-mentioned project setting section 12C.

When the questionnaire generation unit 12E receives the questionnaire information for the project received by the reception unit 12A, the questionnaire generation unit 12E stores (registers or updates) the information in the project-specific questionnaire data 11H. The questionnaire generation unit 12E is mainly realized by the processor, storage device, and communication interface of the server 1.

Specifically, on the question registration screen of the user terminal 3, the user selects whether or not the KGI and KPI registered for the project are important, inputs the type of questionnaire, and performs an update or confirmation operation. When asked, the receiving unit 12A receives information including the selected KGI, KPI, whether it is important or not, and the type of questionnaire.
Then, the questionnaire generation unit 12E receives this information from the reception unit 12A, refers to the KGI/KPI master 11A and the question master 11D based on the information on the KGI, KPI, and importance, and creates the corresponding KGI, KPI, or KGI. Among the questions linked to all the KPIs under the control, questions whose classification of questions (common, individual-basic, individual-deep) satisfies the extraction conditions are extracted (obtained) from the question master 11D.
Thereafter, upon receiving from the reception unit 12A that the question registration confirmation operation has been performed on the user terminal 3, the questionnaire generation unit 12E writes the questionnaire information and questions to the project-specific questionnaire data 11H in the storage unit 11, and completes the questionnaire. generate. Note that the KGI and KPI at this time are the KGI and KPI set for the project by the goal setting unit 12D.

Here, an example of the conditions for extracting questions from the question master 11D is as follows.
The questionnaire generation unit 12E extracts common questions and individual questions when the questionnaire type is a regular questionnaire, and extracts individual questions when the questionnaire type is a simple questionnaire. Furthermore, regarding individual questions, if they are set as important, basic questions and in-depth questions are extracted, and if they are not set as important, only basic questions are extracted.

When the reception unit 12A receives registration information of measures and initiatives for KPIs set in a project from the user terminal 3, the policy setting unit 12F stores (registers or updates) in the project-specific policy data 11I.
The policy setting unit 12F is mainly realized by the processor, storage device, and communication interface of the server 1.

As described above, the organizational change support system, the organizational change support method, and the organizational change support program of the present invention are realized. This makes it possible to flexibly set goals for organizational change according to organizational development themes and organizational issues for each user, as well as to design survey questions flexibly, making it possible to visualize organizational problems and implement effective measures. This can lead to the formulation of

1 Server 3 User terminal 3a Display device 11 Storage section 11A KGI/KPI master 11B Category master (thematic index storage section)
11C Assignment master (theme-based index storage)
11D Question master (question storage section)
11E Measure master 11F Project information data 11G Goal data by project 11H Questionnaire data by project 11I Measure data by project 12 Control section 12A Reception section 12B Display control section 12C Project setting section 12D Goal setting section 12E Questionnaire generation section 12F Measure setting section S Organization Transformation support system NW communication network

Claims (5)

An organizational change support system that supports organizational change,
a question storage unit that stores questions from a survey conducted to measure the degree of achievement of organizational goals;
a project setting department that sets a project as a unit for implementing organizational change;
a goal setting unit that sets a first indicator for measuring the degree of achievement of the organizational goal; and a second indicator associated with the first indicator and for evaluating the process for achieving the goal; ,
a questionnaire generation unit that generates a questionnaire including one or more questions;
The goal setting unit sets the first indicator and the second indicator for each project set by the project setting unit,
The questionnaire generation unit obtains questions from the question storage unit based on at least one of the first indicator and the second indicator set by the goal setting unit, and generates the questionnaire. Organizational change support system. An organizational change support system that supports organizational change,
a question storage unit that stores questions from a survey conducted to measure the degree of achievement of organizational goals;
a goal setting unit that sets a first indicator for measuring the degree of achievement of the organizational goal; and a second indicator associated with the first indicator and for evaluating the process for achieving the goal; ,
a questionnaire generation unit that obtains questions from the question storage unit based on at least one of the first indicator and the second indicator set by the goal setting unit and generates a questionnaire including one or more questions;
a reception section that receives user input;
a display control unit that displays a screen for a user to create a questionnaire;
The questions include, for each of the first index and/or the second index, a common question that is mandatory and an individual question that can be selected by the user,
The individual questions include basic questions and important questions,
When the reception unit accepts that a specific index among the first index and/or the second index is important, the display control unit selects the basic question and the above as the individual question. and the important questions are displayed on the screen, and if the reception unit accepts that the specific index is not important, the display control unit displays only the basic questions as the individual questions on the screen. control like this ,
The questionnaire generation unit is characterized in that when receiving that the specific indicator is important, the questionnaire generation unit generates the questionnaire including the basic question and the priority question as the individual question associated with the specific indicator. Organizational change support system. An organizational change support system that supports organizational change,
a question storage unit that stores questions from a survey conducted to measure the degree of achievement of organizational goals;
a goal setting unit that sets a first indicator for measuring the degree of achievement of the organizational goal; and a second indicator associated with the first indicator and for evaluating the process for achieving the goal; ,
a questionnaire generation unit that generates a questionnaire including one or more questions;
a thematic indicator storage unit in which the first indicator is stored in association with at least one of an organizational development theme and an organizational issue;
When receiving at least one of an organizational development theme and an organizational issue, the goal setting unit retrieves the first indicator from the thematic indicator storage unit based on at least one of the received organizational development theme and the organizational issue. get and set ,
The questionnaire generation unit obtains questions from the question storage unit based on at least one of the first indicator and the second indicator set by the goal setting unit, and generates the questionnaire. Organizational change support system. An organizational change support method for supporting organizational change using a computer equipped with a question storage unit that stores questions from a survey conducted to measure the degree of achievement of organizational goals, the method comprising:
a project setting step in which the computer sets a project as a unit for implementing organizational change;
The computer sets a first index for measuring the degree of achievement of the organization's goals, and a second index associated with the first index for evaluating the process for achieving the goals. goal setting step,
a questionnaire generation step in which the computer generates a questionnaire including a plurality of questions;
In the goal setting step, the computer sets the first index and the second index for each project set in the project setting step,
In the questionnaire generation step, the computer obtains questions from the question storage unit based on at least one of the first indicator and the second indicator set in the goal setting step, and generates the questionnaire. An organizational change support method characterized by: A computer equipped with a question storage unit that stores questions from surveys conducted to measure the degree of achievement of organizational goals.
A project setting procedure for setting a project as a unit for implementing organizational change;
A goal setting procedure for setting a first indicator for measuring the degree of achievement of an organizational goal, and a second indicator associated with the first indicator and for evaluating a process for achieving the goal. ,
a questionnaire generation procedure for generating a questionnaire including multiple questions;
An organizational change support program for implementing
The goal setting procedure sets the first indicator and the second indicator for each project set in the project setting procedure,
The questionnaire generation procedure is characterized in that the questionnaire is generated by acquiring questions from the question storage unit based on at least one of the first index and the second index set in the goal setting procedure. Organizational change support program.

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