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Practice-Based
Performance
Management
International
Symposium for Developing Effective Performance Measurement
Systems in Government
Saturday, April 2, 2005
Milwaukee, WI, USA
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Overview
| Schedule
| Registration
| Contact
| Overview |
The
management for results and accountability movements of the 1990s
increased the
need for public entities at all levels of government to support
performance
measurement activities that ensure that goals are consistently being
met in an
effective and efficient manner. Implementation
of measurement systems, however, revealed challenges and complications
in their
use. Recent approaches have acknowledged
these limitations and developed new practice-based strategies for
effective ongoing
measurement of program activities and use in guiding management.
These new strategies are being developed in
the United States
and internationally and
need to be
brought together for collaborative learning and dissemination to
practitioners.
In this
full-day
symposium, participants will learn how to build and sustain a
performance management
system through panel and workshop
presentations conducted by national
and international speakers. In addition,
participants will have opportunities for networking with peers and
share and
compare their experiences with performance management.
The
symposium will consist of four tracks organized around the following
topics:
- Using
and analyzing
performance information
- Performance-based
budgeting
- Technology
and citizens
- Linking
quality and
outcomes
There will
be an opening plenary, four panel presentations in the morning and four
training sessions in the afternoon followed by a closing plenary and a
reception.
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| Schedule |
|
| Morning |
| 8:00-9:30 |
Opening
Plenary - Setting the
stage
| Speakers: |
Harry
Hatry, Urban
Institute, U.S.A., "Emerging Developments in Performance Management Around the World"
Geert Bouckaert, Public Management Institute in Leuven, Belgium, "Six Requirements for Governments in a Volatile Environment" |
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| 10:00-12:00
Panel
Presentations |
Track 1. Using
Performance Information to improve program implementation and
accountability
| Speakers: |
Cheryle
Broom, King County Auditor, "Advancing Performance Information for Accountability: A Local Government's Collaborative Approach."
Barry Leighton,
Principal, Office of the Auditor General, Canada, "How to Recognize Credible Performance Reports: The Role of the Auditor"
Monica Brezzi,
Evaluation Unit of Public Investment, Italy, "Using Performance Measurement to Make Administrations Accountable: The Italian Case" |
| Moderator: |
Patria
de Lancer Julnes, Utah State University,
U.S.A. |
Track 2. Performance
Budgeting in Government
| Speakers: |
David
Arellano-Gault, Centro de
Investigación y Docencia Económicas (CIDE), Mexico,
"Performance
Oriented Budgets: Autonomy or Control? Organizational Lessons from
Latin America"
Martha Wellman, Performance-Based Program Budgeting Coordinator,
OPPAGA, Florida, "Performance-Based Budgeting: Great Expectations, but
What's the Reality?" |
| Moderator: |
Fran
Berry, Florida
State University, U.S.A. |
Track 3. Involving
and
Informing Citizens and other Stakeholders
| Speakers: |
Katie
Mark/ Ritu Nayyar-Stone, Urban Institute, U.S.A., "International
Experience with Trained Observer Ratings"
Marc Holzer, National Center for Public Productivity,
Rutgers University-Newark; U.S.A., "Citizen-Driven Government
Performance"
Byron Price, National Center for Public Productivity,
Rutgers University-Newark; U.S.A., "The Impact of Citizen Participation on Performance Improvement" |
| Moderator: |
Kaifeng
Yang, Florida
State University, U.S.A. |
Track 4. Quality
and Performance: Living Apart
Together?
| Speakers: |
Wouter van
Dooren, Researcher at the Public Management Institute in Leuven,
"Models for Integrating Quality and Performance"
Maria P.
Aristigueta, Associate Professor, University
of Delaware, U.S.A., "Examples of Quality Efforts in
the United States"
Geert
Bouckaert, Professor at the Public Management Institute in Leuven,
"Comparison of Models in the U.S. and Abroad"
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| Discussant: |
Joseph Wholey, Professor, University of Southern California, U.S.A. |
| Moderator: |
Maria P.
Aristigueta, Associate Professor, University
of Delaware, U.S.A. |
|
| 12:00-1:00
Lunch on your own but not alone |
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| Afternoon |
| 1:00-4:00
Workshops |
Track 1. Analyzing and
Using Performance Data
Many
government
issues and
management options are debated and decided without the benefit of
systematic
analysis. This workshop will introduce a variety of practical
techniques that
are directly applicable to the analysis of performance data. Special
attention
will also be given to the choice of appropriate descriptive statistics
for
summarizing performance data and to selected issues in data
analysis. How useful, for instance, are per capita
comparisons? When should “full costs” be
included in analyses and when is another option preferable?
Should comparison units in benchmarking
studies be as similar as possible?
Workshop Outline
Introducing the Topic
- The place of performance data
and analysis in government decision making.
- What is the objective of
analysis in government programs and operations?
- Case in Point: “Blackout
Analysis” in Kansas City
- Objective of this Session:
To review a set of relatively simple techniques applicable to the
analysis of government performance data and to share ideas on the use
of these and other techniques.
Beginning with the Basics: "You Might
Already Know the Basics, But Have You Really Considered Their
Ramifications?"
- Measures of Central Tendency
- Measures of Dispersion
Techniques for Analyzing Performance
Data
- Relevant Ratios and Practical
Analytic Concepts
- Plotting Job Travel to Diagnose
Scheduling Problems
- Adjusting for Inflation When
Comparing Revenues or Expenditures
- Demand Analysis
- Annualizing the Cost of Capital
Items
- Using Performance Measurement
Analytically
- Using Performance Standards and
Benchmarks
- Capturing the Analytic Value of
Citizen Feedback
Selected Issues in the Analysis of
Performance Data
- Per Capita Costs
- Relevant for Comparisons?
- Resident Population vs.
Service Population
- Analyzing Costs for Efficiency
Assessment or Privatization Decision?
- Full-Cost Accounting vs.
"Go-Away Costs" for Privatization Decisions
- Choice of Comparison Units for
Benchmarking Projects
Workshop Leader:
David Ammons,
professor and director of the MPA program, University
of North Carolina, Chapel
Hill, North Carolina,
and author of Municipal Benchmarks: Assessing Local
Performance and
Establishing
Community Standards (Sage Publications, 2001) and Tools
for Decision Making: A Practical Guide for Local Government
(CQ Press, 2002).
Track 2. Performance
Budgeting. How to?
What’s all
this talk
about Performance-Based Budgeting?
Is it real or just a new slogan in vogue? How can
Performance-Informed Budgeting help the marriage of dollar management
and
performance accountability?
Here's your
opportunity to learn a bit about
Performance-Based Budgeting – what it is, how it is used, and how it
can help
lead your organization in the direction of results-oriented management.
Performance-Based
Budgeting brings together, for the
purpose of
effective informed decision making: (1) An organization’s
vision,
strategic goals, and objectives; (2) Its performance metrics;
and (3)
Its people and resources. It goes the next step to bring together
managers, workers and stakeholders to focus on the purpose of programs,
the
means to achieve them, and progress towards achievement.
Join us for this workshop as we focus on the performance budget
approach used
to improve decision making through an ongoing process of:
- Establishing
strategic performance objectives;
- Measuring
performance;
- Collecting,
analyzing, reviewing, and reporting performance data;
- Using
that data to drive performance improvement and organizational decisions.
Trainer: Carl Moravitz, IBM
Center for the
Business of
Government, U.S.A.
Track 3. Effective
Communication of Performance Measurement Information
With the
mounting pressure for public accountability, it has been become
increasingly
important to deliver performance information in a way that citizens and
other
stakeholders can easily understand. This
workshop will provide participants with knowledge of the various
technologies
and communication tools and techniques used by local and state
governments to
effectively track and report performance information.
Workshop
Objectives
·
Learn
about the various methods that are used to communicate performance
information
and discuss the pros and cons of each. These
include hard copy performance reports, internet,
on-site
presentations, mailings, television, and newspapers.
·
Learn
about the various technologies governments are using to track and
report
performance information. This includes
the various software packages on the market today that can facilitate
gathering,
synthesizing, and reporting of performance measurement results.
·
View
and discuss websites effectively report performance to external
customers. These websites include Prince
William County,
City of Baltimore,
Baltimore Neighborhood
Indicators
Alliance, City of New York,
and the State of Florida's
FGAR. Participants will take home ideas for
developing or enhancing their organization's websites.
Participants will learn how data can be
disaggregated so those citizens can drill down to information at the
neighborhood level.
·
Learn
how to develop an effective performance report using the suggested
criteria
from the Government Accounting Standards Board (GASB's). GASB's
sixteen suggested criteria will be
presented with numerous examples from performance reports in the U.S.
and other countries. We will discuss how you can customize your
performance report so that it meets the needs of different audiences
and how to
effectively organize and display the data in graphical format.
·
Based
on the knowledge gained in this workshop you will develop a performance
report
that effectively communicates performance information and tells a
compelling
story to the public. The workshop's
instructors and fellow trainees will critique your team's presentation.
Workshop
Leaders:
Stuart Grifel, Performance Audit Supervisor, Broward County Auditor's Office, Florida; Paul
Epstein,
Principal, Epstein
and Fass Associates.
Track 4. Integrating
Quality and Performance: the European Common Assessment Framework
The Common
Assessment Framework (CAF) endorsed by the 25 Member
States of the
EU, will
be discussed in detail. This model seeks
to:
- capture
the
unique features of
public sector organizations,
- serve as
a
tool for public
administrators who want to improve the performance of their
organization,
- act as a
bridge across the various
quality management models,
- and
facilitate
benchmarking between
public sector organizations.
The
training will consist of four parts:
1.
Content and guidelines of the CAF
Speaker: Patrick Staes, Senior Counsellor in Public Management, responsible for
the
development
and dissemination of the CAF at the European Institute for Public
Administration,
the leading think tank of the European Union on issues that concern
public
administration
2. CAF
in Europe: application, implementation, and results?
Speaker: Nick Thijs,
Researcher at the Public Management Institute in Leuven
3.
Critical factors for implementing quality and performance models.
Speaker: Miekatrien
Sterck, Researcher at the Public Management Institute in Leuven
4. The
future of the CAF model: European strategy and action plan
Speaker: Patrick Staes, Senior Counsellor in Public Management
The
learning outcome expected from this session:
Attendees
will learn how to implement a model that integrates both process and
outcome
measures. |
| 4:15-5:15
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Closing
plenary - Pulling it all together
| Speakers: |
Jay
Fountain, Governmental Accounting
Standards Board (GASB)
John Kamensky, IBM Center
for the Business of
Government, U.S.A. |
|
| 5:30-? |
Networking
Reception
Sponsored
by
|
| Registration |
The
registration
fee is $175 and includes:
Space is
limited.
Visit the Conference
Registration page to guarantee your spot.
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| Contact |
| For
more
information contact: Patria de Lancer Julnes, co-Chair of ASPA's Center
for Accountability and Performance (CAP), at pjulnes@hass.usu.edu |
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