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Home » The Institute » Glossary of Terms

Glossary of Terms

A

Alliance Institution

See Roadmaps Institute™ Alliance Institution

Assessment Process

See DR2IVE™ World-Class Assessment

Attribute

See DR2IVE™ Attribute

B

Best in Chain

Suppose five organizations, A, B, C, D, and E in the same alliance evaluate themselves and share the results for the attribute "Dedicated Supplier Development Teams" from the World-Class Supplier Management Chart. Further, suppose that all five organizations have existing Supplier Development programs. The ratings on a Likert Scale from 1-5 for each are in order: 1, 5, 4, 1, and 3. Organization B is "Best in Chain" on that particular attribute.

Best in Industry

Organizations within a specific industry (see definition of industry) scoring the highest in a single DR²IVE™ chart attribute, entire DR²IVE™ chart, or overall DR²IVE™ Score. For example, suppose five organizations, A, B, C, D, and E in the same industry evaluate themselves and share the results for the World Class Customer Management Chart. Further, suppose that the scores are in relative order as follows: 3.2, 4.3, 2.5, 5.4, and 3.6. Organization D is 'Best in Industry' on that particular chart. Similarly, suppose organization D scores 6.42/10, the highest within its industry, as the overall DR²IVE™ Score. Organization D is 'Best in Industry' and in the Proactive Step since 6.42 is within the range of 5.00 – 7.49.

Note that 'Best in Industry' does not mean that a company is certified as 'World-Class.' World-class is a comparison across all industries.

C

CAP - Current Annual Points

The Current Annual Points concept is the total number of points awarded throughout a calendar year for taking part in Roadmaps Institute™ accredited events from the Lifetime Achievement Points System. The acronym CAP represents the fact that race car drivers usually don a baseball cap after winning a race.

Chain

A chain consists of all members from 'mother earth' to 'end user' that provide and use a related family of goods and/or services. As a family of goods example, consider an aerospace company that produces aircraft, missiles and helicopters. The aerospace company has at least three chains based on the product families. Helicopters may logically break down into several chains, such as commercial and military models. Military models may further break down into transport and fighter chains. Chains encompass more than just production or service processes. Chains include cash flow aspects, as well as information flows. As an example, consider a manufacturer of paper. Obvious material links in a chain for the production of paper are tree farms, harvesting, transportation, storage, milling, dye and ink, printing, packaging and retail. Less obvious are the support needs for a chain such as marketing, information technology, accounting, human resources, finance, sales, operations and upper management. If a support service is required to fulfill the customer's needs, then it is part of the chain.

Chain Navigation Wheel

See DR2IVE™ Navigation Wheel

Chart Score

This is the assessment score from one individual DR²IVE™ World-Class Management Chart. This score is combined with other Chart Scores to create the overall DR²IVE™ Score.

Clerical Step

Refers to the first step in a DR²IVE™ World Class Management Chart. All steps in the charts contain attributes that can be broken down into two category sets: states and capabilities. States are negative, neutral or positive. Capabilities are proactive, neutral or reactive. The Clerical Step almost exclusively contains negative states and reactive capabilities. For example, from the chart World-Class Design Management the Clerical Step attribute 'no centralized design strategy' is a negative state. The attribute also implies that a decentralized design process strategy is a reactive capability. The attribute 'no centralized design strategy' provides a hint that the proactive capability 'centralized design strategy' will be in a subsequent step of the chart.

Consultant

See Roadmaps Institute™ Consultants

D

Dependency Dynamic

See Roadmaps Institute™ Dependency Dynamic

Development Council

See Roadmaps Development Council

DR²IVE™

DR²IVE™ is the acronym for Developing Robust Roadmaps Integrating Value Enterprises™. DR²IVE™ is a model with two primary phases: assessment and roadmaps development. DR²IVE™ is designed to create actionable roadmaps consisting of projects that coordinate and justify collaboration opportunities between departments, divisions, organizations, and alliance partners. DR²IVE™ gives everyone a common language to use in their relationships with suppliers, customers and other organizations, whether they are internal or external.

DR²IVE™ Attribute

A DR²IVE™ attribute is a bullet in the DR²IVE™ World Class Management Charts. All steps in the charts contain attributes that can be broken down into two category sets: positive, neutral or negative states and proactive or reactive capabilities. Negative and neutral states and reactive capabilities are only in the Clerical and Mechanical steps of the charts. Positive states and proactive capabilities can be listed in any of the four steps, but all attributes in the Proactive and World-Class Steps are either positive states and/or proactive capabilities. Most attributes in the Proactive and World-Class Steps describe a capability, not a state.

  • For example, the attribute "Suppliers are Involved in the Design Process" is both a positive state and a proactive capability. The attribute implies that the design process is improved and performance metrics such as "Design Cycle Time, Life Cycle Cost and Design Change Orders" will all improve.
    Capability attributes are translatable into actionable projects based on an organization's circumstances and industry. States are also transferable into actionable projects, but there is greater ambiguity in how a state translates into a project. Usually there are associated capability attributes in the same step or next step of the chart that can be scheduled to change the state.

DR²IVE™ Cycle

See also Pit-Stop Program

The DR²IVE™ Cycle consists of nine stages that the Roadmaps Institute recommends organizations go through each year. Organizations that follow the cycle will be able to register their status and maintain the relevancy of their Robust Roadmaps™. The stages are: 1. Benchmarking Best Practices, 2. Learn Best Practices, 3. Evaluating the Gaps, 4. Analyzing Results, 5. Learn Mapping Management, 6. Project Selection, 7. Project Mapping, 8. Roadmap Implementation, 9. Roadmap Updating.

DR²IVE™ Enterprise Thread

The term Enterprise Thread is interchangeable with the term World-Class Management Chart. The reason for dual naming is due to context in discussions. The terminology of Enterprise Thread began to fulfill the need for discussion of core areas of capability that organizations must have to fulfill customer expectations and needs. The attributes within DR²IVE™ Enterprise Threads span functional, business and organizational silos to prevent sub-optimization resulting from ownership by a single entity. For example, management of costs is the responsibility of all functional areas within an organization.  Additionally, management of costs should be the responsibility of all organizations within an alliance, not one single organization.

DR²IVE™ Naviagation Wheel

A wheel shaped diagram with spokes that graphically shows the score attained for each DR²IVE™ World-Class Management Chart. Visually, the diagram has a red "target" circle at its center with "Customers" written inside. The implication is that an organization using the wheel is focused on meeting the needs of customers. Spanning inward towards the target are a minimum of three spokes representing World-Class Management Charts selected by the user. The spokes, also called enterprise threads, have a scale on them from 1-10, where 10 is next to the center of the wheel and represents the highest level of capability.
  • Variations of the DR²IVE™ Navigation Wheel fall into two categories: Regional and Organizational Navigation Wheels. Regional Navigation Wheels vary based on geographic and demographic differences around the world. For the United States within North America, Regional Navigation Wheels include Metropolitan Area Navigation Wheels, State Navigation Wheels, a National Navigation Wheel and a Continent Navigation Wheel. Organizational Navigation Wheels include Division Navigation Wheels, Alliance Navigation Wheels, and Industry Navigation Wheels.

DR2IVE™

See Roadmaps Institute™ DR2IVE™

DR2IVE™ Pit-Stop Assessment

A DR²IVE™ Pit-Stop Assessment is a partial follow-on assessment. A full DR²IVE™ World-Class Assessment is only needed one time for a business within an organization or alliance. After the first year's full assessment, an annual partial assessment adjusts the previous year's gaps, scores, stage classifications and roadmaps.

DR2IVE™ Rating Score

This is an industry weighted DR²IVE™ Score reported by the DR²IVE™ GAP Tool. The weighting of the values for the different Chart Scores will be based on accepted industry assignments.

DR2IVE™ Score

A single metric produced by the metrology built into the DR²IVE™ Model and DR²IVE™ GAP Tool™. The metric is based on a scale from 1 to 10 where a score of 7.50 to 10.00 is considered 'World-Class' status, 5.00 to 7.49 is considered 'Proactive' status, 2.50 to 4.99 is considered 'Mechanical' status and 0.00 to 2.49 is 'Clerical' status.

DR2IVE™ Score

A single metric produced by the metrology built into the DR²IVE™ Model and DR²IVE™ GAP Tool™. The metric is based on a scale from 1 to 10 where a score of 7.50 to 10.00 is considered 'World-Class' status, 5.00 to 7.49 is considered 'Proactive' status, 2.50 to 4.99 is considered 'Mechanical' status and 0.00 to 2.49 is 'Clerical' status.

DR2IVE™ Software Suite

The DR²IVE™ Software Suite has modules that enable users to assess and generate reports for their organization based on DR²IVE™.  The Software Suite has five modules:  DESIGN, SCORE, AUDIT, ROADMAP, and ROBUST.

DR2IVE™ World-Class Assessment

The process used in confirming the current capabilities (also called current state) of an organization against world-class capabilities. DR²IVE™ utilizes proprietary World-Class Management Charts in the assessment process. A DR²IVE™ World-Class Assessment provides several major outcomes: gap identification (against world-class, industry, divisions, and alliance levels), tangible summary metrics (attribute scores, DR²IVE™ Score, World-Class Management Chart Scores), stage classification (Clerical, Mechanical, Proactive or World-Class), roadmap progress measurement (in follow-on DR²IVE™ Pit-Stop Assessments), and identification of projects for closing gaps. The scope of the DR²IVE™ World-Class Assessment is limited to assessment and generation of assessment results. DR²IVE™ World-Class Assessment does not provide details on how to execute projects to close gaps. Execution of projects occurs in the DR²IVE™ Roadmaps Development phase.

DR2IVE™ World-Class Management Chart

A DR²IVE™ World-Class Management Chart is a step chart that lists attributes describing organizations within four steps: Clerical, Mechanical, Proactive and World-Class. The steps enable identification of progression towards world-class. When logical, attributes are written as actionable capabilities. For example, the attribute 'Open Electronic Data Interchange' is directly translatable into a project or series of interrelated projects for a firm to implement Open EDI. The brevity and simplicity of a chart enables a reader to quickly identify which step represents his or her organization's current state.

DRIVER Assessment White Paper

A short white paper required for completion of the DRIVER Certification. The paper summarizes results of one DR²IVE™ World-Class Management Chart assessment. DRIVERs write their assessment white paper using a specific chart only after completing the Touring Course based on the chart. A template is provided to simplify and standardize the organization and style of the paper.

DRIVER Certification

This is the program that is completed by the participant to attain their Roadmaps Institute™ DRIVER Certified (RIDC) status. Please see the DRIVER Certification page for more information.

DRIVER License

See Roadmaps Institute™ DRIVER License

E

Enterprise

The United States Small Business Administration defines an enterprise as 'the aggregation of all establishments owned by a parent company'.  An enterprise can consist of a single, independent establishment or it can include subsidiaries or other branch establishments under the same ownership and control. Many companies make the error of defining enterprise interchangeably with the term chain. The Roadmaps Institute limits the term enterprise to a single company that may or may not have multiple divisions or businesses.

Enterprise Thread

See DR2IVE™ Enterprise Thread

Executive Rally™

A one-day overview of how organizations can measure their progress toward world-class and develop roadmaps to close gaps. The outcome of the Executive Rally™ is a Roadmaps Opportunity Analysis™ for the participant's organization. Participating in an Executive Rally™ is the first step in charting an organizations course from their current state to world-class.

F

Facilitator

According to Wikipedia.org, "A facilitator is someone who skilfully helps a group of people understand their common objectives and plan to achieve them without personally taking any side of the argument. The facilitator will try to assist the group in achieving a consensus on any disagreements that preexist or emerge in the meeting so that it has a strong basis for future action."

Forum

See Roadmaps Institute™ Forum

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I

Industry

According to Investorwords.com, the definition of industry is "A basic category of business activity." The Roadmaps Institute™ recognizes the following industries for development of existing and future DR²IVE™ Models: Aerospace and Defense, Automotive, Banking, Chemicals, Computer Hardware, Computer Software, Conglomerates, Consumer Durables, Consumer Non-Durables, Diversified Services, Drugs, Electronics, Energy, Financial Services, Food and Beverage, Health Services, Insurance, Internet, Leisure, Manufacturing, Materials and Construction, Media, Metals and Mining, Real Estate, Retail, Specialty Retail, Telecommunications, Tobacco, Transportation, Utilities, Wholesale. The industries in the previous list consolidate into major sectors: Basic Materials, Conglomerates, Consumer Goods, Financial, Health Care, Industrial Goods, Services, Technology and Utilities.

J

JumpStart Program™

The JumpStart Program™ is a custom program designed to help individual divisions, organizations and/or alliances to certify a core group of leaders that can quickly lead the DR²IVE™ Initiative

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L

Lifetime Achievement Points System (LAP)

See Roadmaps Institute™ Lifetime Achievement Points

The Lifetime Achievement Points System refers to all points possible from certification programs and events sponsored by the Roadmaps Institute™. Certification programs include the DRIVER Program™, Master Program™ and Partner Program™. Event points are earned through participation in Roadmaps Institute™ events, such as metro chapter meetings, workshops, summits and forums. For detailed information on the point-earning options, please see the Personal Expressway and Collaborative Interstate sections of the Programs Guide.

Likert Scale

An evaluation tool that enables objective measurement capability and prioritizes projects within an organization. Likert Scales usually have a scale from 1-5, where a 1 and 5 are the end points in an answer to a question. Example: In evaluating a teacher, students might be asked to rate the teacher's clarity in speaking as: 1 = poor, 2 = fair, 3 = good, 4 = very good, 5 = excellent.

M

Master

See Roadmaps Institute™ Master

Master

See Roadmaps Institute™ Master

Master Certification

See Roadmaps Institute™ Master Certification

Master License

See Roadmaps Institute™ Master License

Master White Paper

See Roadmaps Institute™ Master White Paper

Mechanical Step

Refers to the second step in a World Class Management Chart. All steps in the charts contain attributes that can be broken down into two category sets: states and capabilities. States are negative, neutral or positive. Capabilities are proactive, neutral or reactive. The Mechanical Step attributes tend to be neutral. The attributes usually list foundational systems, methodologies, processes, services, products, etc. that enable proactive and positive attributes in the Proactive and World-Class Steps.
  • For example, from the World-Class eCommerce Management chart the Mechanical Step attribute "Use Public Exchanges" is a neutral state and a neutral capability. Only through proper use will the use of public exchanges create a positive state or proactive capability.

Methodology

The American Heritage Dictionary defines a methodology as 'A body of practices, procedures, and rules used by those who work in a discipline or engage in an inquiry...' For example, DR²IVE™ is a methodology based on a standardized and transferable body of practices, procedures, and rules. However, DR²IVE™ is also a philosophy, initiative, metrology and program.

Metro Chapter

See Roadmaps Institute™ Metro Chapter

Metrology

The American Heritage Dictionary defines a metrology as a 'system of measurement.' DR²IVE™ has a metrology built within its methodology. DR²IVE™ enables firms to calculate numerical assessment scores and progress in fulfilling strategic plans.

N

Navigation Wheel

See DR2IVE™ Navigation Wheel

O

Opportunity Analysis

See Roadmaps Opportunity Analysis™

P

Peer Organization Analysis

A peer organization analysis is a subset of an industry analysis that focuses on perceived and actual competitors. The term competitor when used in this context is a paradox since competitors/peers may be partners in some programs and projects. A peer organization database captures assessment score statistics for the peer organizations. Peer organizations must agree up front regarding data handling, confidentiality, sharing procedures and allowances. Participating organizations have access to the comparisons while maintaining confidentiality.

Pit-Stop Assessment

See DR2IVE™ Pit-Stop Assessment

Pit-Stop Program™

The Pit-Stop Program™ consists of three different stages in the annual DR²IVE™ Cycle: Best Practices Update, Education Update and Assessment Update. In the Pit-Stop Best Practices Update, companies gain access to the latest DR²IVE™ World Class Management Charts. In the Pit-Stop Education Update, participants learn new world-class practices. In the Pit-Stop Assessment Update, participants evaluate their organization on the latest DR²IVE™ World Class Management Charts.

Proactive Step

Refers to the third step in a DR²IVE™ World Class Management Chart. All steps in the charts contain attributes that can be broken down into two category sets: states and capabilities. States are negative, neutral or positive. Capabilities are proactive, neutral or reactive. The Proactive Step only contains positive states and proactive capabilities. The discrimination between whether a positive or proactive attribute belongs in the Proactive Step or World Class Step is usually a matter of sequence or expected impact.

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R

R3 Report™

See Robust Roadmaps™ Rationalization Report

Registrar Program™

The Registrar Program™ encompasses all of the processes and reports that verify and validate results of MAP Reports™ for organizations. The Registrar Program™ is designed as an un-biased, third party certification process for enterprises. There are two critical goals of the program. The first is to confirm the client has completed or resolved the attributes in the World-Class Management Charts that the client rated as "green" in the MAP Report™. The second goal is to confirm that the attributes rated as "yellow" have been implemented to the degree (based on Likert Scale data) suggested by the client in the MAP Report™. The result of the program is a certified DR²IVE™ Score that the enterprise may publicize and market if they choose.

Registrar Validation and Verification

See Registrar Program™

Registrar Validation Report

The Registrar Validation Report is a summary report from the validation phase (off-site) of the Registrar Program™. This report identifies the discrepancies found in the MAP Report™. Discrepancies are addressed later in the verification phase of the Registrar Program™.

Registrar Verification Report

The Registrar Verification Report is a summary report from the verification phase (on-site) of the Registrar Program™. The report identifies the current state of the enterprise assessed in the MAP Report™. The report also discusses the gaps between how the enterprise self-assessed itself and how the Roadmaps Institute™ Partner serving as a Registrar verified the disputed attributes.

Roadmaps Institute™ Alliance Institution

An Alliance Institution works with the Roadmaps Institute™ to empower individuals, organizations, and alliances in the institution's region to achieve, maintain, and define world-class. Alliance Institutions usually fall into one of three categories: universities, professional organizations, and government.

Roadmaps Institute™ Dependency Dynamic

The Roadmaps Institute's Dependency Dynamic represents the dependencies between organizations, alliances and individuals. The dynamic is visually represented by a triangle created by connecting three points on three separate axes that span from a center circle. When the dynamic is balanced between these axes, the resulting triangle is close to being an equilateral triangle. When the dynamic is out of balance, problems can arise that affect productivity and efficiency, making the status of world-class unattainable.

Roadmaps Institute™ Development Council

The council selects and prioritizes the projects that will go into the Robust Roadmaps™ for the organizations represented on the council. The council should be composed of Roadmaps Institute™ Masters and senior managers from each entity represented.

Roadmaps Institute™ DRIVER

DRIVERs are Roadmaps Institute™ members who have received DRIVER Certification. A DRIVER is Roadmaps Institute™ DRIVER Certified (RIDC). DRIVERs are qualified to conduct analyses in at least three DR²IVE™ Enterprise Threads studied during DRIVER Certification.

Roadmaps Institute™ DRIVER Certification

This is the program that is completed by the participant to attain their Roadmaps Institute™ DRIVER Certified (RIDC) status. Please see the DRIVER Certification page for more information.

Roadmaps Institute™ DRIVER License

At the start of the DRIVER Certification program, participants receive a license that provides information on the DRIVER Program™ . The license also serves a nametag for attendance at Roadmaps Institute™ events.

Roadmaps Institute™ Forum

The Forum is the annual conference of the Roadmaps Institute™. The goals of the conference include: the introduction of new world-class best practices, discussions of DR²IVE™ implementations, presentations of results and recognition of the major achievements completed by members during the year.

Roadmaps Institute™ Lifetime Achievement Points (LAP)

Lifetime Achievement Points (LAP) go beyond certification to embody the spirit of continuous improvement for individuals. Lifetime Achievement Points are earned through Roadmaps Institute™ programs. LAP points are based on the Lifetime Achievement Points System (LAPS). Points are maintained as a cumulative total for each member. LAP points provide a tangible, measurable way to record achievements.

Roadmaps Institute™ Master

Roadmaps Institute™ Masters are members who are Roadmaps Institute™ Master Certified (RIMC). Masters have the ability to: measure specific business unit capabilities, compare them against world-class, decide which initiative is strategically relevant to include in roadmaps in order to close gaps, and assist DRIVERs in the assessment process.

Roadmaps Institute™ Master Certification

This is the program that a participant completes to attain their Roadmaps Institute™ Master Certified (RIMC) status. Please see the Master Certification page for more information.

Roadmaps Institute™ Master License

The Master License is an upgraded DRIVER License given to a Roadmaps Institute™ Master after completing the Roadmaps Institute™ Master Certification. The Master License works as a membership card and badge to identify a Roadmaps Institute™ Masters at Roadmaps Institute™ events.

Roadmaps Institute™ Master White Paper

A white paper based on a template approximately forty pages in length. The Master White Paper is primarily composed of the results from assessments authored by DRIVERs in their DRIVER White Papers.

Roadmaps Institute™ Metro Chapter

A Metro Chapter is organized and run by Roadmaps Institute™ members living in or near a major metropolitan area. Metro Chapters provide members with a local venue for networking, knowledge sharing, career enhancement, best practices collaboration, resource exchanges and revenue earning opportunities.

Roadmaps Institute™ Partner

Members who have earned the Roadmaps Institute™ Partner Certification (RIPC).

Roadmaps Institute™ Partner Certification

This is the program that a Master has to complete to attain their Roadmaps Institute™ Parnter Certified (RIPC) status. Please see the Partner Certification page for more information.

Roadmaps Institute™ Partner Certified (RIPC)

A Roadmaps Institute™ member who completes the Partner Program™ is Roadmaps Institute™ Partner Certified.

Roadmaps Institute™ Partner License

The Partner License is an upgraded Master License given to a Roadmaps Institute™ Partner after completing the Roadmaps Institute™ Partner Certification. The Partner License works as a membership card and badge to identify Roadmaps Institute™ Partners at Roadmaps Institute™ events.

Roadmaps Institute™ Registrar

Registrars are Roadmaps Institute™ Partners certified to run a Registrar Program™. Registrars create the V² Reports™, certify the DR²IVE™ Score and register enterprises.

Roadmaps Institute™ Consultants

Roadmaps Institute™ Consultants assist enterprises with their DR²IVE™ Initiative. Their primary focus is on helping organizations develop, implement and maintain their Robust Roadmaps™. Consultants must be certified as Roadmaps Institute™ Partners to be included in the Roadmaps Institute's consultants database and earn references for consulting opportunities through the Roadmaps Institute™.

Roadmaps Opportunity Analysis™

An assessment performed by the participants of an Executive Rally™. The Roadmaps Opportunity Analysis™ uses a survey format to probe an organization's capabilities across multiple DR²IVE™ World-Class Management Step Charts. The results give participants an idea of where their business is on their road to world-class.

Robust Roadmaps™ Rationalization Report

A Robust Roadmaps™ Rationalization Report (R3 Report™) categorizes an organizations current relationships with suppliers and customers as transactional, collaborative or allied. The categorization assists an organization in determining which relationships it wants to progress or digress in order to build future competitive advantage.

S

SOAR2

SOAR² ™ is the acronym for Self-optimization of Opportunities through Awareness and Responsibility Roadmaps™. SOAR² ™ focuses on individuals, not organizations. The goal is to provide knowledge to create awareness. From the awareness, a participant can identify personal opportunities. From opportunities, personal commitments can be articulated as Responsibility Roadmaps™ to close the gaps between current state and the participant's definition of world-class.

T

Tune-up Course

A Tune-up Course is a one-day (or one-week online) class that provides an opportunity to earn 100 Lifetime Achievement Points™. Most Tune-Up Courses are not part of the standard curriculum, but offered based on demand from members and companies. No limit exists on the number of Tune-Up Points that can be applied to certification. Some Tune-Up Courses have prerequisites.

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V

V2 Report™

The V2 Report™ is a combination of the Registrar Validation Report and the Registrar Verification Report with an added section that includes the certified DR²IVE™ Score.

Value Enterprises

Value Enterprises are individual organizations within an alliance that differentiate their services and/or products so customers perceive working with that alliance as more desirable than other alliances.

W

World-Class Assessment

Refers to the fourth and last step in a DR²IVE™ World Class Management Chart. The World-Class Step only contains attributes that are positive states and proactive capabilities. The discrimination between whether a positive or proactive attribute belongs in the Proactive Step or World Class Step is usually a matter of sequence or expected impact.

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