Services Provided
John R. Allen
I. Training
A
major service area we offer is training in performance measurement for
government. Over the years we have presented hundreds of training sessions and
trained thousands of managers and staff in Canada and the United States. There
are three main categories of performance measurement training we provide.
How
to Do It Workshops
These
are one or two day sessions designed to teach government managers how to develop
meaningful performance measurements for their own programs, and how to use
performance measurements not only in accountability reporting but also in a
variety of management processes including strategic planning, operational
planning and control, program evaluation, manager's performance appraisal and
resource allocation. The concepts are provided in simple, logical steps and are
illustrated with many examples from real government programs. The workshop is
very participative. Case studies, again drawn from real government programs, are
used to provide participants with practice at applying the concepts they have
learned.
An
option many of clients select instead of case studies is to develop
performance measures for participants' own programs right there in the workshop.
This is a highly effective and efficient workshop because the participants not
only gain the skills they need to develop and use performance measurement, but
they also leave with a product of immediate practical value to them as managers.
With most clients we also edit the work done during the workshop and prepare a
report on workshop proceedings.
Implementation
Workshops
These
workshops are aimed at government staff who are responsible for implementing
performance measurement on a department wide or government wide basis. They are
two days in length. They cover the same topics presented in the Ahow to do it@ workshops, but in addition we address such issues as data collection,
consulting with managers, training, implementation strategy and tactics. This
workshop also uses many examples and case studies and is very participative.
Management
Briefings and Conference Presentations
Briefings
and presentations aimed at introducing public servants and elected officials to
the concepts and uses of performance measurement are also available. They can
range anywhere from twenty minutes to half a day in length. Participants learn
the basics of how to develop performance measurements, but the primary focus is
on how performance measurement can be used in a variety of practical
applications. Again, examples are used to illustrate concepts. Some clients have
used such presentations to kick off a government wide performance measurement
initiative, ensuring all managers hear the same message.
We can
also provide a training kit on performance measurement. This kit is meant
for clients who will be using their own staff to deliver performance measurement
training throughout the organization. The kit consists of a PowerPoint
presentation, together with speaking notes for each slide, and instructions on
how to organize and stage a workshop on performance measurement.
In
addition we provide training on the following topics:
Business
Planning. This
course deals with all the subjects of strategic planning, but adds the rigour of
performance measurement, results forecasting and budgeting in order to ensure a
clear link between strategy and operations.
Benchmarking.
This workshop teaches the fundamentals of designing and implementing a
benchmarking initiative aimed at identifying and adopting best practices.
Balanced
Scorecard. The
balanced scorecard is an approach to performance measurement which was developed
primarily for private sector firms. Therefore we typically recommend it for
government owned corporations, public utilities and special operating agencies
which are mandated to operate in the private sector. In concept it is very
similar to the Program Logic Model, though, so we often adapt it to various
government programs. We frequently provide training on the balanced scorecard,
including workshops where participants develop a scorecard for their own
programs.
Obtaining
Client Feedback.
This workshop covers the fundamentals of survey research, focus groups,
interviewing and other methods of determining what clients think about the
performance of a government program, what they feel their needs are.
Results
Oriented Performance Appraisal.
This two day workshop helps front line managers and supervisors in managing
the performance of individuals who report directly to them.
CONSULTING
Another major service is direct consulting to specific
programs to assist them in designing and implementing performance measurement
and results oriented management processes, including the design of data
collection procedures and reporting processes. The techniques we employ will
vary according to the needs and situations of the client, but can include
internet and library research, document review and analysis, interviewing
managers and staff, quantitative analysis and many other methods. However, we
always aim for two features in any process we develop:
the
process must be designed with management's needs in mind because the primary
purpose of any performance
information system or management process must be to improve the effectiveness
and efficiency of service to the program's clients;
the
costs of the process must be kept low both in terms of resources and managers'
time, so we try
to develop a very concise set of performance measures, simple and
straightforward procedures, and use existing data as much as possible.
We have assisted a wide variety of government clients
in developing performance measurement processes, benchmarking, strategic
and business planning processes, operational planning and control
processes, and performance appraisal processes for managers and staff.
In addition we have assisted clients in developing and enhancing sources of non-tax
revenue.
Of course, most government organizations already have
some form of performance reporting, strategic
or business planning, operational planning and control, and performance
appraisal processes. But how rigorous are they really? Too often these
processes are done simply to satisfy a central agency requirement. They are
often paper exercises that have little real impact on program operations. We
believe that to make a management process effective the use of performance
measurement is essential. Without this precision there is no way of knowing
the extent to which objectives are being accomplished, and thus where to
direct attention and resources. Performance measurement ensures that
management processes are results oriented.