「華人戴明學院」是戴明哲學的學習共同體 ,致力於淵博型智識系統的研究、推廣和運用。 The purpose of this blog is to advance the ideas and ideals of W. Edwards Deming.

2011年2月9日 星期三

新的福利指標組的建立

Dr. Deming 相當重視衡量及其過程

現在歐洲開始討論新的福利指標組的建立: Beyond GDP: UK to Measure Well-Being by Laura Stoll - [ 翻譯此頁 ]

In November, UK Prime Minister David Cameron announced that, to help guide national policy, the British government would begin to measure the subjective well-being of its citizens. The announcement was the latest evidence of a growing awareness among governments and economists that Gross Domestic Product (GDP) and other traditional metrics of economic progress fail to measure the kind of progress that makes life better.

The British government’s decision to measure subjective well-being (rather than, say, objective measures of mental and physical health) underscored the growing debate about what measurements should replace the outdated focus on economic growth.

The Problem with GDP

Cameron explained that the change was about “measuring our progress as a country not just by how our economy is growing, but by how our lives are improving . . . not just by our standard of living, but by our quality of life.” Indeed, GDP was never intended to be used as an indicator of social progress. Simon Kuznets, the economist who helped the U.S Department of Commerce standardize the measure of gross national product , acknowledged that “a nation’s welfare can scarcely be inferred from a measurement of national income.” GDP can go up even in times of suffering: when a country is hit by an earthquake, GDP may increase because of the extra spending on reconstruction. High levels of illness bump drug sales and hospital bills, leading to an increase in a country’s economic activity. But for the last 60 years, GDP has been the main tool in the measurement of people’s well-being.

The British government’s decision is part of a growing acknowledgment that objective (and mainly economic) data can’t give us the whole picture—and may, in fact, predispose us to promote economic growth at the cost of well-being. This UK announcement follows in the footsteps of a report commissioned last year by the French President, Nicolas Sarkozy, and written by Nobel economists Joseph Stiglitz and Amartya Sen, about alternative measures of progress. And around the globe, governments are changing the way they measure how well their country is doing. In Bhutan the government uses “Gross National Happiness” as the main indicator of the country’s development, and in Ecuador and Bolivia the indigenous concept of “buen vivir” (living well) has been incorporated into state constitutions. In the United States, Maryland is experimenting with a “Genuine Progress Indicator.”

Finding a Better Measurement

As awareness of the need for alternative indicators grows, so does the debate about what those indicators should be. In their report [pdf] to President Sarkozy, Joseph Stiglitz and Sen emphasized that a new measurement system “must, of necessity, be plural—because no single measure can summarize something as complex as the well-being of the members of society.” They recommended living standards, or material well-being, as “a good place to start” and recommended that measurements focus not on economic production but on the distribution of income, consumption, and wealth.

In contrast, the British government has decided to measure subjective well-being—what citizens have to say about the quality of their lives. The UK Office for National Statistics has been given the task of choosing several subjective well-being questions to be included in the Integrated Household Survey, the biggest source of social data on the UK after the census. The process has begun with a public consultation, involving both the general population and specialists, about what the focus of these questions should be.

The information will allow politicians—as well as the public—to assess the effectiveness of the government’s policies in terms that really matter to people.

In addition to directly asking how people would rate their level of satisfaction with their lives (a commonly used question, and therefore most useful for making international comparisons), there are good reasons to design questions that will measure people’s senses of trust and belonging, of the quality of their relationships, of the level of autonomy they have over their lives.

Such questions aim to measure how people think and feel about their well-being. Using these measures allows for individual differences in identities and values to be expressed—for example, one person may answer a life satisfaction question by thinking mostly about their job security and salary, but somebody else may answer the same question by emphasizing their family relationships and health. This means that data on subjective well-being can be used to tell us what really matters to people, not what politicians think matters.

Happiness cup10 Things Science Says Will Make You Happy

In the UK, collecting this information via the Integrated Household Survey links it to a large amount of objective data which can then be used to identify links between people’s subjective well-being or experiences, and other objective factors—including economic activity, education, health and disability, identity, place of residence, and income. This will provide information on the impact of social, economic, cultural and physical conditions on people’s well-being, which can then be used to shape policy priorities. The real test will therefore come with the results of the survey, when we will see whether and how the UK government uses this new information.

The information will also allow politicians—as well as the public—to assess the effectiveness of the government’s policies in terms that really matter to people. The ultimate aim of most policy is to improve lives, but without proper measures of well-being it can be difficult to assess whether this is being achieved.

The success of this measurement program depends a lot on exactly how the information is attained and then used, but this announcement may have signaled the start of a UK government agenda which puts well-being, rather than economic growth, at the heart of its public policy.


Laura Stoll Author PicLaura Stoll wrote this article for YES! Magazine, a national, nonprofit media organization that fuses powerful ideas with practical actions. Laura is a researcher with the Centre for Well-being, a program of the New Economics Foundation, a UK-based think tank that studies well-being economics.

Interested?

治國要靠正確資訊

不 久之前,英國首相卡麥隆決定要自今年起編製「綜合福祉指標」,來補充國內生產毛額(GDP)之不足。兩年前,法國總統沙克吉也有類似想法,聘了幾位知名學 者寫了一分政策建議,而目前該國相關部門正在研擬中。這是一個非常正確的方向:最常作為衡量國民生活水準的國內生產毛額,已與一般人民的生活日益脫節。

脫節之原因一,在於國內生產毛額經常被誤用,久而久之,偏誤的作法成為常態,正確的用法無人提及。其實現有的資料有些比國內生產毛額貼近民生,像「以要素 計算的國民所得」,也就是薪資加利潤,這才是民眾實際可以「分到」的餅。但以我國為例,從八九到九八年的十年間,GDP平均成長百分之三點四,以要素計算 的國民所得成長不到百分之二。

為什麼?以最近幾年來說,企業設備投資的額度愈來愈大,提列的折舊愈來愈多;這些折舊會變成企業的「儲蓄」,但是一般人民分不到。另外,去年平均出口價格 比九五年低了百分之三,但平均進口價格漲了百分之十五,一來一往,國民的購買能力變低了。所以,治國的注意力如果改放在「國民所得」,就會比單用GDP貼 近人民。

英法兩國想要做的事,其目標更高,將大幅超過現有統計的範圍。第一,除了客觀指標外,民眾的主觀感受也將列入。國內目前有一主觀指標,就是中大的消費者信 心指數。這個指數上月創十年來的歷史新高,當然是好事。但我們必須了解,上月實際數字是八十六點八,而滿分是兩百。當全體受訪者對所有題目,都剛好看好看 壞各半時,指數就會是一百。八十六點八還不到一百,表示受訪的兩千多位民眾,對於未來的信心,從谷底上升到十年來的新高,但這個新高還是不夠高。過去十年 的信心低落程度,超乎想像。這也表示,有許多企業和民眾,其經濟狀況還沒有回到過去的水準。

還有一個要改的,就是對於環境成本的計算。GDP沒有納入公有優良環境的效益,像國家公園帶來的喜悅,也沒有扣除公有環境品質的下降,像水汙染導致河川無 法作為休閒使用。其實,主計處早從八九年開始就應立法院的要求,編製「綠色國民所得」,做的就是這件事。到如今已經多年了,但未受重視。

最後,施政常會碰到特殊問題,也就需要特殊資料,或是過去沒有收集的資料。例如北部都市房價偏高,和所得愈來愈不成比例,就是近年來的特殊問題。但房價到底多高,各地方政府主管機關卻不知道。如果連實際房價都不知,怎麼可能有好的對策?

無論是國家治理,還是企業治理,數字管理是一個重要的基礎。管理不能只靠數字,但如果連最基礎、最關鍵的數字都沒有,管理者等於是在黑暗中摸索,在沒有地 圖的指引下前進,成功將只是偶然,事倍功半則指日可待。誠如已故的歷史學家黃仁宇所言,明朝稅制之所以失敗,缺乏數字管理是重要原因。我們希望所有具決策 權力的機構,要重視數字的收集,並且使用正確的數字,作為國家治理的導引。

(作者為中央大學經濟系特聘教授)

BBC News - The Tesco - a new unit of measurement

Michael Blastland
GO FIGURE
Different ways of seeing stats

Tesco is minting it, suggest company results this week. In his regular column, Michael Blastland reveals a new measurement for an age of mega numbers: The Tesco.

As shops go, Tesco is the daddy. It's often said that £1 in every £7 spent in the shops is spent at Tesco. The company's global sales this year were about £60bn, UK sales about £40bn.

That's handy. No, not just because it keeps thousands in jobs, pays profits to our pension funds and taxes to the government etc (though let's not forget it has critics). Tesco puts the world in proportion.

In fact, Go Figure can reveal that government ministers increasingly struggle to get their heads round the national finances. For most of the numbers in public argument have gone enormous too. Billions, trillions? Too many zeros. What better way to understand them than with a new unit of measurement? From now on the Treasury will measure the economy and public spending in: The Tesco.

How does that work? Click through the presentation below.

Graphic showing £40bn is equivalent to one Tesco
BACK 1 of 4 NEXT

However, Tesco isn't just a British operation, so if we use the global sales of Tesco as our standard unit, at about £60bn, then...

The UK economy = about 24 Tescos

US economy = about 156 Tescos.

Total UK government spending = about 11 Tescos.

Total UK government debt = about 13 Tescos.

Confidential Cabinet papers reveal that Ed Balls is calling for two Tescos for the Department of Children Schools and Families but may be willing to forgo the men's clothing, while Overseas Aid has put in a bid for an extra frozen veg. Transport has accepted a cut of in-store bakery and toiletries.

Meanwhile, Sir Terry Leahy, Tesco chief executive, only - only? - has to increase his global business relative to the US by about 156 times and Tesco would be the world's biggest economy. Do you think he knows?

Any ideas for other new units of measurement that could simplify the world? Send your suggestions and we'll post the best.

Sources: Public Finances Databank, Public Expenditure Statistical Analysis, Annual Survey of Hours and Earnings, US Bureau of Economic Analysis.

Note: Why doesn't UK GDP (35 Tescos) equal the private sector (28 Tescos) plus public spending (15 Tescos)? Mainly because a large part of public spending is transfer payments (pensions and benefits and the like), that is, cash simply taken from one person and given to another. This is not part of GDP. So some of the private sector output is counted again in public spending when the money taken in tax is paid out in pensions etc.

Assumptions: GDP approx £1.4tn. Public spending approx 44% of GDP. Market sector output approx 80% of GDP. UK debt to GDP ratio approx 63%. Readers have a sense of humour - the Treasury won't really being doing its sums in The Tesco.


Toyota Probe: Mechanical Errors

國政府官員週二表示﹐美國國家航空及太空總署(NASA)在對豐田汽車公司(Toyota Motor Co., TM) 2009年和2010年召回事件進行了10個月的研究後發現﹐引擎電子元件並非導致汽車突然加速並引發交通事故的原因。

美國運輸部(Transportation Department)發佈的這份報告稱﹐豐田汽車已經將交通事故原因限制在油門踏板失靈以及受腳墊阻礙這兩個因素上。

美國運輸部在一份聲明中稱﹐NASA工程師們沒有在豐田汽車上發現任何能夠導致控油閥門大開從而引發汽車突然加速事故的電子元件故障。

這份報告可能是針對豐田汽車大規模召回事件的權威性研究。自2009年11月份起﹐豐田汽車共召回了超過800萬輛汽車。

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〔本報訊〕自2009年起,日本豐田汽車(Toyota)因旗下多款汽車的加速踏板出現故障以及暴衝等問題,全球召回1200萬輛車,但據美國交通部 (Transportation Department)最終調查報告指出,豐田汽車的電子操縱系統並無異常,可能是因駕駛人的駕駛不當才釀成車禍,因此召回事件的調查暫告一段落。

豐田汽車因踏板出現問題,擔心壓迫油門引起重大車禍,2年前陸續於美國以及全球各地召回問題車款,隨後,美國政府展開全面調查,檢查豐田汽車的電子操縱系統是否會是造成汽車突然暴衝的關鍵之一。

經過10個月的調查後,美國交通部長拉胡德(Ray LaHood)於當地時間昨日的新聞發表會上表示,美國太空總署(NASA)的工程師認為,豐田汽車的電子操縱系統沒有存在缺陷,因此與車輛突然暴衝等問 題並無直接關係,目前美國政府針對豐田的召回汽車事件也暫告一段落。


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FEBRUARY 9, 2011
U.S. Probe Cites Driver, Mechanical Errors

By JOSH MITCHELL, MIKE RAMSEY And CHESTER DAWSON

Federal highway safety officials on Tuesday absolved the electronics in Toyota Motor Corp. vehicles for unintended acceleration, and said driver error was to blame for most of the incidents.

The findings of a 10-month-long study conducted by the National Highway Traffic Safety Administration and the National Aeronautics and Space Administration identified three main causes for sudden acceleration in Toyota and Lexus models. Two of them—sticky accelerator pedals and floor mats that trapped the throttle in an open position—were the subject of a series of Toyota recalls.

The third and most common problem was drivers hitting the gas when they thought they were hitting the brake, which the NHTSA called "pedal misapplication."

Timeline: Toyota Probe

See how investigations into Toyota's vehicles unfolded.

The report came as Toyota said its profit fell 39% in the December-ended quarter, as the yen's persistent strength and a slip in sales in Japan weighed on its bottom line.

Its sales have been stung by the recalls, and continued worries about its vehicles have Toyota fighting to maintain its title as the world's largest car maker by unit sales.

At a Congressional hearing last year, Transportation Secretary Ray LaHood had suggested that consumers should stop driving their Toyotas. On Tuesday, he said: "We feel that Toyotas are safe to drive."

In addition to Toyota, the report is a boon for the rest of the auto industry, because it could blunt efforts by plaintiffs' lawyers, safety advocates and lawmakers to attack the safety of electronic systems widely used in the auto industry.

Electronically controlled throttle, braking, steering, safety and vehicle stability systems are critical to modern vehicles—especially hybrid and electric cars. Auto makers have increasingly used computer-controlled electronic systems to replace mechanical connections to save weight, improve fuel economy and enable advanced safety systems such as automatic braking.

"It does appear that this study, which was conducted by America's top scientists and engineers, should reassure the driving public that many of the more 'mediagenic' claims had no merit," said Wade Newton, a spokesman for the Alliance of Automobile Manufacturers, a trade group representing most of the major auto makers in the U.S. market. "We're pleased that this detailed report can be reassuring to consumers, and is similar to the extensive internal research and testing auto makers already do."

The exhaustive study should help Toyota fend off hundreds of lawsuits under litigation in federal court that blame unintended acceleration for accidents and could improve the company's quality image.

But critics contend the report didn't go far enough.

"Right now, we don't have any explanation for many of the problems, so what good did the investigation do?" said Sean Kane, whose Safety Research & Strategies, Inc. led much of the early research into electronics as a potential cause of problems.

Joan Claybrook, the president emeritus for Public Citizen, a consumer safety group that has been critical of Toyota, said the results of the government study weren't convincing.

"I think it's a failure of evaluation because there are so many cases where there was no problem with the floormat and it was clear the vehicle had runaway on its own," said Ms. Claybrook, also a former NHTSA secretary. "It has to be some vehicle related malfunction. The failure to find that is a failure of analysis."

But government officials said the evidence points to mechanical and driver problems. "Toyota's problems were mechanical, not electronic," Mr. LaHood said Tuesday.

NASA's lead engineer, Michael Kirsch, said an electronics failure couldn't be entirely ruled out. But it would be incredibly unlikely, he said, because it would require the simultaneous failure of two different systems, and would have left evidence in a car's computer system.

A lengthy investigation by the federal government into last year's Toyota recalls found that engine electronics played no role in incidents of sudden, unintended acceleration of its cars. Joe White has details.

"We hope this important study will help put to rest unsupported speculation about Toyota's [electronic throttle control system], which is well-designed and well-tested to ensure that a real world, uncommanded acceleration of the vehicle cannot occur," said Steve St. Angelo, the U.S. quality chief for Toyota.

In the few cases of prolonged, uncontrolled acceleration, NHTSA said slipping floor mats that trapped the gas pedal were likely the cause.

The agency had already fined Toyota $49 million for being slow to report known problems related other mechanical problems, including floor mats and sticky pedals.

The NASA/NHTSA study highlighted a delicate issue for auto makers and regulators: The vast majority of sudden acceleration incidents studied were determined to be the result of driver mistakes. The NHTSA said it will continue to study measures aimed at reducing the risks of unintended acceleration caused by drivers mistaking one pedal for another.

David Strickland, NHTSA's chief, said the agency is considering whether to require advanced technology, including brake-override systems and "black box" event-data recorders, in all passenger cars without legislative order.

NHTSA said it will also evaluate how to make cars with so-called keyless entry, or push-button start systems, easier to turn off, and will study the design of accelerator and brake pedals to learn whether redesigning pedals will make mistakes less common.

The auto industry in December fended off proposed House legislation that would have added a host of new vehicle-safety requirements that were born out of Toyota's problems.

The news came the same day the Toyota City, Japan-based company reported lower profit than a year ago as sales in Japan slipped and the yen's strength cut its profits on exports.

It posted a profit of 93.63 billion yen ($1.14 billion) in the three months ended Dec. 30, down from 153.22 billion yen in the same period a year earlier.

However, the Japanese car maker was upbeat about its outlook for its full fiscal year ending in March, raising its profit projection to 490 billion yen from 350 billion yen owing to strong overseas sales and extensive cost-cutting.

"The fact that we were able to raise our forecast indicates that our cost-cutting efforts have exceeded our own expectations," Toyota senior managing director Takahiko Ijichi said. "We think that shows we're back on the road to recovery."

Toyota's incentive spending rose by a third in 2010, according to research website Edmunds.com, and the auto maker still lost two percentage points of U.S. market share.

It held the top spot for sales direct to consumers.

"I was leaning toward the Honda Accord," said Abdul Farukhi, 27, who bought a new Camry in late December. "It looked just as good as the Camry and didn't have this baggage with the accelerator, and I was a little concerned about the resale value down the road. But the incentives were just too good on the Camry and that tipped it in their favor,"

Toyota executives have predicted that it will regain lost market share in the U.S. this year with a host of new products, including a redesigned Camry and RAV4, which are two of its most popular models.

Toyota has raised its full-year profit outlook for three straight quarters, from an initial estimate of 310 billion yen in May. The revised number for the year ending in March is still far below that of rival Honda Motor Co., which expects a 530 billion yen profit for this fiscal year, but above that of Nissan Motor Co.'s 270 billion yen estimate. Nissan reports its latest earnings on Wednesday.

The upward revision is the latest indication that the strong local currency isn't as big a threat to profitability as initially feared by Japan's auto industry. A stronger yen eats into profits Japanese car makers earn overseas when repatriated and makes made-in-Japan vehicles less price-competitive abroad.

[TOYOTA_NS]

For Toyota, home is where it hurts most. Whereas the auto maker expects to increase overseas production by 7% from a year earlier to 4.36 million vehicles by March 31, it sees domestic production falling 1.4% to 3.16 million vehicles.

The company's exposure to Japan, where it dominates nearly half the market, has become a major drag on profitability amid shrinking Japanese demand for cars and Toyota's commitment to maintaining a domestic production base of at least three million vehicles a year.

A surge in the yen over the past year has made it difficult for Toyota to export more cars, which would lessen the slack in domestic production capacity. Akio Toyoda, the company's president and grandson of the company's founder, has indicated that the auto maker cannot profitably export compact cars when the yen stands at less than 90 yen to the dollar.

While sales volume fell in three of its largest markets—Europe, Japan and North America—during the three months from October, profits rose in all markets except Japan.

For the full year, Toyota expects sales to be flat or higher in all markets including Japan, where the rebates had helped boost sales until their cut-off in September. In particular, the company pointed to high demand for its cars in emerging markets as far afield as South Africa and Thailand—which Mr. Ijichi called a pillar of the company's future growth strategy.

To cope with the strong yen and weak domestic sales, Toyota is trying to extract more profits where it's most competitive. "We are trying to raise prices selectively, sell more higher profit margin vehicles and produce more in the markets where our sales are growing fastest," Mr. Ijichi explained.

In the quarter ended December, Toyota's revenue declined 12% to 4.673 trillion yen from 5.293 trillion yen and operating profit sagged 48% to 99.07 yen from 189.11 billion yen.

Toyota's earnings projection for this fiscal year is based on the company's expected average yen rate for the year of 86 yen to the dollar and 112 yen to the euro.

Write to Yoshio Takahashi at yoshio.takahashi@dowjones.com, Chester Dawson at chester.dawson@wsj.com and Josh Mitchell at joshua.mitchell@dowjones.com

2011年2月8日 星期二

17th Annual International Deming Research Seminar

The Deming Cooperative Title
Conferences, Seminars, Workshops
17th Annual International Deming Research Seminar

21-22 March 2011
New York City

The W. Edwards Deming Institute, Fordham University, and The Deming Cooperative invite your participation in The Seventeenth Annual International Deming Research Seminar, 21-22 March 2011 in New York City. Papers that link Dr. Deming's work to the academic literature and to the works of other great thinkers highlight the sessions, as are papers that extend or expand Dr. Deming's work, and those that describe applications of Dr. Deming's management ideas in organizations.

The Annual Research Seminar brings together people from around the world, and from a variety of specialties, to develop an understanding of Dr. Deming's theories in a wide-ranging context.

Fee: $395 per registrant

More Information (PDF)
  • Seminar Speakers
  • Venue Information
  • Call for Papers
  • Guidelines for Authors

  • Location:
    Fordham University at Lincoln Center
    113 West 60th Street
    New York, NY 10023

    Contact: Fordham University

    Tel: 212-636-6219

    Email: wedresearch@fordham.edu

    No refunds after March 10th, 50% refund between February 20th and March 9th. Substitutions may be made at any time.
    Register: $395
    Full-Time Student Registration Fee: $197.50
    (Student ID Required for Admission)
    2011 Proceedings Only: $99.00
    (Proceedings will be mailed 2 weeks after the seminar)
    2010 Proceedings Only: $69.00
    2009 Proceedings Only: $69.00
    2008 Proceedings Only: $69.00
    2007 Proceedings Only: $69.00
    2006 Proceedings Only: $69.00

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