Corporate Performance Management – Virtual (Mar 30-31)

Today's energy businesses face increasing competition and changing priorities and must constantly improve operational excellence and efficiency. Corporate Performance Management participants represent influential leaders in the strategic development and implementation of performance measurement and reporting as well as sustainable performance improvement. Discussions focus on promoting a performance culture in order to provide enhanced business results, and presentations feature case studies on benchmarking, measurement and reporting strategies, change management and process improvement.

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General Details

  • Program Chair(s)
  • William French, Manager - Continuous Improvement PMO, Southern California Gas Company

    • Who Should Attend
    • Managers and high impact individual contributors responsible for corporate performance improvement initiatives and benchmarking strategies, and leaders developing and implementing performance indicator measures and practices to improve overall company performance.

  • Registration Options
  • Western Energy Institute takes the health and safety of our employees and members very seriously. With safety as our top priority, this program is being offered in a virtual format. No hotel or travel is required. If you have any questions, please contact the Program Manager directly.

    Member Attendee: $199 USD
    Registration allows you access to all Corporate Performance Management agenda items and includes GoToMeeting information, digital program, meeting materials, and wrap up for one person.

  • General Cancellation Policy
  • WEI will be waiving the standard cancellation policy for this program and other programs occurring in March, April, May, and June 2020. Registrants can receive a full refund of their fee if requested up to the day before the program occurs for increased flexibility due to the rapidly developing COVID-19 situation. This applies both to new and existing registrations. This also applies to any registration fees paid for virtual program formats.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Christopher Lee, Senior Program Manager at (971) 255-4967.


Monday, March 30, 2020

1:00 PM - 1:30 PM

Registration, Check-In + Welcome

1:30 PM - 2:15 PM

Roundtable on Coronavirus (COVID-19)

  • How is your company addressing the Coronavirus pandemic?
    • What additional safety procedures have been in place?
    • What is the impact to Field activity?
    • What about other operations?
    • What are impacts to customers?

2:15 PM - 2:20 PM


2:20 PM - 3:00 PM

Automation Roundtable

This will be a chance to share your company’s progress and give updates on how automation is being implemented. 

  • What challenges is your company having?
  • Are there new processes or technologies that your company is considering for automation?

3:00 PM - 3:15 PM

Day 1 Wrap Up

  • Preview Day 2
  • Any questions that were not addressed?

Tuesday, March 31, 2020

9:00 AM - 9:15 AM

Day 2 Check-In + Welcome

9:15 AM - 10:00 AM

Evaluating Metrics – Lessons Learned
Facilitator(s): Brighton Rain, Performance Consultant, Puget Sound Energy

This session will be led by Puget Sound and BC Hydro. Each company should be prepared to shared at least 1 metric that meets the following criteria.

What metrics have you found to be problematic or requiring a cautionary approach?
For example:

  • Metrics with unintended consequences – i.e. tracking headcount but not watching contractor expenses.
  • Is Earned Value a valid measurement for maintenance programs? If not, what’s the best way to measure efficiency gains for programs when you have both units and dollars?             
  • Measuring process vs. measuring outcomes. Are we really measuring what matters?
  • What metrics have been a ‘fail’ in your organization? What metrics have you discontinued tracking due to not being useful?

10:00 AM - 10:10 AM


10:10 AM - 10:40 AM

Roundtable: Having good data conversations

With more data available, how do we keep people dialed in?

  • How are reports delivered?
    • Do you meet with people or departments to review?
    • Do you meet with them ahead of time or on a regular basis?
  • How are reports presented?
    • What have you done to make them more valuable/usable?
    • What methods have been successful to get more buy-in from leadership on reporting?

10:40 AM - 10:45 AM


10:45 AM - 11:30 AM

Roundtable COVID-19 (Part II, looking forward)

  • What authority does Corp Performance have?
  • What value does the CPM team bring to the organization?
  • What role does your team have to meet KPIs?

11:30 AM - 12:00 PM

Wrap Up + Future Planning

The Fall 2020 meeting will be hosted by BC Hydro and held in conjunction with WEI’s Strategic Planning forum. We will spend time looking ahead at to utilize time between both groups and topics for the agenda.

12:00 PM - 12:00 PM

Robotic Process Automation (RPA) at BC Hydro

BC Hydro will present on current RPA efforts with a focus on sharing:

  • What processes are getting automated?
  • Selection criteria for RPA.
  • ROI and measurements for success.


This event will now be held in a virtual format. Hotel and travel arrangements will not be required to attend.

If you previously made hotel reservations for this event and need to cancel them, we’ve included the contact information for the hotel below for your convenience. If you have additional questions about this event, please contact the Program Manager directly.

Sheraton Grand Los Angeles
711 South Hope Street
Los Angeles, CA 90017
Phone: 213.488.3500

Meet The Speakers

Maria Sharma

Los Angeles Department of Water & Power

Utility Services Manager - Corporate Performance Group

Patrick Woo

Los Angeles Department of Water & Power

Data Analyst

Brighton Rain

Puget Sound Energy

Performance Consultant