Empirical findings
| PM process activities | RQ1 | Case | Results | RQ2 | Case | Results |
|---|---|---|---|---|---|---|
| Selecting performance variables | Which performance variables are selected? | HO1 | Total amount of fundraising (CE/cost-efficiency), Total budget allocation (CE) | Do you agree with HOs/donors when selecting performance variables? | HO1 | No agreed-upon performance variables |
| HO2 | Total budget allocation (CE), mode of transportation (CE/LTE lead-time effectiveness) | HO2 | No agreed-upon performance variables | |||
| HO3 | Total amount of fundraising (CE), cost of renting facilities (CE), cost of employee training (CE), level of employee capacity (CE/LTE), technology utilization (CE/LTE) | HO3 | No agreed-upon performance variables | |||
| HO4 | Total amount of fundraising (CE), total funds delivered to beneficiaries (CE), level of success in conducting training (CE/LTE), budget variance percentage (CE), cost of employee training (CE), cost of equipment (CE) | HO4 | Total funds delivered to beneficiaries (CE) | |||
| HO5 | Total amount of fundraising (CE), total savings (CE), cost of renting facilities (CE), cost of transportation | HO5 | No agreed-upon performance variables | |||
| HO6 | Total budget allocation (CE), level of employee capacity (CE/LTE), technology utilization (CE/LTE) | HO6 | Level of employee capacity (CE/LTE) | |||
| D1 | Total budget allocation (CE), number of supplies (CE) | D1 | No agreed-upon performance variables | |||
| D2 | Total budget allocation (CE), number of beneficiaries (CE) | D2 | Number of beneficiaries (CE) | |||
| D3 | Number of employees occupied (CE/LTE), project time (LTE) | D3 | Project time (LTE) | |||
| Defining metrics | For each performance variable, how are metrics defined? | HO1 | No metrics definitions | Are metrics defined with the HOs/donors and/or by using a metric dictionary? | HO1 | Metrics are defined together on a project-by-project basis |
| HO2 | No metrics definitions | HO2 | Metrics are not defined together with donors | |||
| HO3 | No metrics definitions | HO3 | Metrics are defined together on a project-by-project basis | |||
| HO4 | Total funds delivered to beneficiaries: aid distribution for 1000 beneficiaries (CE), budget variance percentage: the changes for a project must not exceed 10% of the allowance (CE) | HO4 | Metrics are defined together on a project-by-project basis | |||
| HO5 | No metrics definitions | HO5 | Metrics are defined together on a project-by-project basis | |||
| HO6 | Level of employee capacity: must have a university degree (CE/LTE) | HO6 | Metrics are defined together on a project-by-project basis | |||
| D1 | No metrics definitions | D1 | Metrics are defined together on a project-by-project basis | |||
| D2 | Number of beneficiaries that have gotten money (CE) | D2 | Metrics are defined together on a project-by-project basis | |||
| D3 | Project time: average time of activities (LTE) | D3 | Metrics are defined together on a project-by-project basis | |||
| Setting targets | Are targets set as average or specific? | HO1 | Specific | Are specific targets set together with HOs/donors? | HO1 | Specific targets are not set together with donors |
| HO2 | No targets are set | HO2 | No targets are set | |||
| HO3 | Specific | HO3 | Specific targets are not set together with donors | |||
| HO4 | Average, depending on projects | HO4 | Specific targets are not set together with donors | |||
| HO5 | Average, depending on projects | HO5 | Specific targets are not set together with donors | |||
| HO6 | Average, depending on projects | HO6 | Specific targets are not set together with donors | |||
| D1 | Specific | D1 | Specific targets are not set together with HOs | |||
| D2 | Specific | D2 | Specific targets are not set together with HOs | |||
| D3 | Specific | D3 | Specific targets are not set together with HOs | |||
| Measuring | How frequently is measuring conducted? | HO1 | Yearly through e-mail | How frequently is measuring conducted and communicated with HOs/donors? | HO1 | Yearly; e-mail and Excel |
| HO2 | No measuring is conducted | HO2 | No measuring is conducted and communicated with donors | |||
| HO3 | Monthly, every six months, through e-mail | HO3 | Monthly; e-mail, Excel, Google Drive, Banana* and Microsoft Power BI (Business Intelligence) | |||
| How are measurement reports communicated? | HO4 | Monthly through e-mail | HO4 | Monthly; e-mail and accounting software | ||
| HO5 | Monthly through e-mail | HO5 | Monthly; e-mail and Excel | |||
| HO6 | Yearly through e-mail | HO6 | Yearly; e-mail and Excel | |||
| D1 | Yearly through e-mail | D1 | Yearly; e-mail and Excel | |||
| D2 | Monthly through e-mail | D2 | Monthly; e-mail, Excel, Google Drive and Banana | |||
| D3 | Monthly through e-mail | D3 | Every 6 months; e-mail and Microsoft Power BI | |||
| Analyzing/acting | What analysis and actions are taken? | HO1 | Goal alignment, organizational protocol, knowledge and employee management, initial planning, standardization | Which of these are performed together with HOs/donors? | HO1 | Initial meeting |
| HO2 | Knowledge and employee management, information sharing, resource planning, increase trust | HO2 | No analysis and actions are taken together with donors | |||
| HO3 | Organizational protocol, goal alignment, standardization, financial reports, information sharing, performance measurement, information sharing | HO3 | Goal alignment, organizational protocol, information sharing, increase trust, financial reports, evaluation | |||
| HO4 | Financial report, budgeting and time adjustment | HO4 | Financial reports, evaluation, budgeting and time adjustment | |||
| HO5 | Initial planning | HO5 | Initial planning | |||
| HO6 | Initial planning, budgeting and time adjustment, information sharing | HO6 | Initial planning, information sharing | |||
| D1 | Goal alignment, organizational protocol, knowledge and employee management, initial planning, budget and time adjustment | D1 | Initial meeting, goal alignment, budgeting and time adjustment | |||
| D2 | Goal alignment, organizational protocol, standardization, financial reports, information sharing, performance measurement, evaluation | D2 | Financial reports, organizational protocol, information sharing, evaluation | |||
| D3 | Goal alignment, organizational protocol, standardization, financial reports, information sharing, performance measurement, evaluation | D3 | Organization protocol, information sharing, evaluation |
| PM process activities | RQ1 | Case | Results | RQ2 | Case | Results |
|---|---|---|---|---|---|---|
| Selecting performance variables | Which performance variables are selected? | HO1 | Total amount of fundraising (CE/cost-efficiency), Total budget allocation (CE) | Do you agree with HOs/donors when selecting performance variables? | HO1 | No agreed-upon performance variables |
| HO2 | Total budget allocation (CE), mode of transportation (CE/LTE lead-time effectiveness) | HO2 | No agreed-upon performance variables | |||
| HO3 | Total amount of fundraising (CE), cost of renting facilities (CE), cost of employee training (CE), level of employee capacity (CE/LTE), technology utilization (CE/LTE) | HO3 | No agreed-upon performance variables | |||
| HO4 | Total amount of fundraising (CE), total funds delivered to beneficiaries (CE), level of success in conducting training (CE/LTE), budget variance percentage (CE), cost of employee training (CE), cost of equipment (CE) | HO4 | Total funds delivered to beneficiaries (CE) | |||
| HO5 | Total amount of fundraising (CE), total savings (CE), cost of renting facilities (CE), cost of transportation | HO5 | No agreed-upon performance variables | |||
| HO6 | Total budget allocation (CE), level of employee capacity (CE/LTE), technology utilization (CE/LTE) | HO6 | Level of employee capacity (CE/LTE) | |||
| D1 | Total budget allocation (CE), number of supplies (CE) | D1 | No agreed-upon performance variables | |||
| D2 | Total budget allocation (CE), number of beneficiaries (CE) | D2 | Number of beneficiaries (CE) | |||
| D3 | Number of employees occupied (CE/LTE), project time (LTE) | D3 | Project time (LTE) | |||
| Defining metrics | For each performance variable, how are metrics defined? | HO1 | No metrics definitions | Are metrics defined with the HOs/donors and/or by using a metric dictionary? | HO1 | Metrics are defined together on a project-by-project basis |
| HO2 | No metrics definitions | HO2 | Metrics are not defined together with donors | |||
| HO3 | No metrics definitions | HO3 | Metrics are defined together on a project-by-project basis | |||
| HO4 | Total funds delivered to beneficiaries: aid distribution for 1000 beneficiaries (CE), budget variance percentage: the changes for a project must not exceed 10% of the allowance (CE) | HO4 | Metrics are defined together on a project-by-project basis | |||
| HO5 | No metrics definitions | HO5 | Metrics are defined together on a project-by-project basis | |||
| HO6 | Level of employee capacity: must have a university degree (CE/LTE) | HO6 | Metrics are defined together on a project-by-project basis | |||
| D1 | No metrics definitions | D1 | Metrics are defined together on a project-by-project basis | |||
| D2 | Number of beneficiaries that have gotten money (CE) | D2 | Metrics are defined together on a project-by-project basis | |||
| D3 | Project time: average time of activities (LTE) | D3 | Metrics are defined together on a project-by-project basis | |||
| Setting targets | Are targets set as average or specific? | HO1 | Specific | Are specific targets set together with HOs/donors? | HO1 | Specific targets are not set together with donors |
| HO2 | No targets are set | HO2 | No targets are set | |||
| HO3 | Specific | HO3 | Specific targets are not set together with donors | |||
| HO4 | Average, depending on projects | HO4 | Specific targets are not set together with donors | |||
| HO5 | Average, depending on projects | HO5 | Specific targets are not set together with donors | |||
| HO6 | Average, depending on projects | HO6 | Specific targets are not set together with donors | |||
| D1 | Specific | D1 | Specific targets are not set together with HOs | |||
| D2 | Specific | D2 | Specific targets are not set together with HOs | |||
| D3 | Specific | D3 | Specific targets are not set together with HOs | |||
| Measuring | How frequently is measuring conducted? | HO1 | Yearly through e-mail | How frequently is measuring conducted and communicated with HOs/donors? | HO1 | Yearly; e-mail and Excel |
| HO2 | No measuring is conducted | HO2 | No measuring is conducted and communicated with donors | |||
| HO3 | Monthly, every six months, through e-mail | HO3 | Monthly; e-mail, Excel, Google Drive, Banana* and Microsoft Power BI (Business Intelligence) | |||
| How are measurement reports communicated? | HO4 | Monthly through e-mail | HO4 | Monthly; e-mail and accounting software | ||
| HO5 | Monthly through e-mail | HO5 | Monthly; e-mail and Excel | |||
| HO6 | Yearly through e-mail | HO6 | Yearly; e-mail and Excel | |||
| D1 | Yearly through e-mail | D1 | Yearly; e-mail and Excel | |||
| D2 | Monthly through e-mail | D2 | Monthly; e-mail, Excel, Google Drive and Banana | |||
| D3 | Monthly through e-mail | D3 | Every 6 months; e-mail and Microsoft Power BI | |||
| Analyzing/acting | What analysis and actions are taken? | HO1 | Goal alignment, organizational protocol, knowledge and employee management, initial planning, standardization | Which of these are performed together with HOs/donors? | HO1 | Initial meeting |
| HO2 | Knowledge and employee management, information sharing, resource planning, increase trust | HO2 | No analysis and actions are taken together with donors | |||
| HO3 | Organizational protocol, goal alignment, standardization, financial reports, information sharing, performance measurement, information sharing | HO3 | Goal alignment, organizational protocol, information sharing, increase trust, financial reports, evaluation | |||
| HO4 | Financial report, budgeting and time adjustment | HO4 | Financial reports, evaluation, budgeting and time adjustment | |||
| HO5 | Initial planning | HO5 | Initial planning | |||
| HO6 | Initial planning, budgeting and time adjustment, information sharing | HO6 | Initial planning, information sharing | |||
| D1 | Goal alignment, organizational protocol, knowledge and employee management, initial planning, budget and time adjustment | D1 | Initial meeting, goal alignment, budgeting and time adjustment | |||
| D2 | Goal alignment, organizational protocol, standardization, financial reports, information sharing, performance measurement, evaluation | D2 | Financial reports, organizational protocol, information sharing, evaluation | |||
| D3 | Goal alignment, organizational protocol, standardization, financial reports, information sharing, performance measurement, evaluation | D3 | Organization protocol, information sharing, evaluation |
Note:
*Accounting software that helps with planning, reporting, invoicing and managing inventory and time
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