Government Performance Management Week Strategic Planning, Performance Measurement and Budgeting for Government Managers PRESENTED BY:
AVOID STRATEGIC PLAN FAILURE BY UTILIZING KEY TOOLS AND SKILLS IN IMPROVING PERFORMANCE MANAGEMENT Government Performance Management Week Strategic Planning, Performance Measurement and Budgeting for Government Managers July 29 August 1, 2013 Washington, DC November 4 7, 2013 Washington, DC Featuring Three Interactive Core Courses: Course 1: Strategic Planning Create clearly defined end outcome goals and develop strategies to meet organizational objectives Course 2: Performance Measurement Learn how to use organizational goals and objectives to develop appropriate performance measures Course 3: Performance Budgeting Modify your budget and alter performance targets to create a performance link to the budget Achieve and Maintain High Levels of Performance in spite of Budgetary Constraints RECEIVE UP TO 24 CPE CREDITS! PRESENTED BY: PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 2
A LETTER FROM: Jon Desenberg Dear Colleague: We hope you will join us to take part in our core series of performance management courses. This entire week long event, gives you the chance to complete our strategic planning, performance measurement, and performance budgeting course. Moreover, it is these three courses that make up the core courses of our Government Performance Management Certificate. Thus, anyone interested in certification, will be able to complete all core courses in this four day period. With a second term, the Administration will be continuing efforts for data-driven performance throughout government. In FY 2014, government agencies will undergo their first Strategic Objective Annual Reviews (SOAR), the annual assessment of progress being made to improve program outcomes and a look at opportunities for productivity gains. The data-driven focus of this Administration provides unparalleled opportunity to more closely connect planning, analytics, and better decision making within federal government. From a performance management perspective, establishing clear, measurable goals for employees and organizations has become increasingly important. Furthermore, linking budget allocations with performance results is certainly even more critical in today s economic climate. Attendees will participate in a series of interactive exercises so that each individual can craft beginning documents to help them with their strategic planning, measurement, and budget activities. As an attendee, you will learn to identify requirements of change management, how to best involve all various stakeholders, and how to connect outcomes to organizational policies, structure, and operations. I look forward to seeing you there! Sincerely, Jon Desenberg Policy Director The Performance Institute WHO SHOULD ATTEND: n Directors of Strategic Planning n Program Managers n Program Analysts n Budget Officers n Performance Analysts FIVE REASONS TO ATTEND: 1 2 3 4 5 Understand the critical elements of strategic planning Identify and engage key stakeholders for improved goal alignment Develop accurate metrics to track strategic execution Assess strategic plan alignment and utilize strategic alignment tools effectively Ascertain the fit and importance of particular organizational values as it relates to your strategic goals Motivational. -C.W., DHS The instructor has a wealth of knowledge and good examples... [and] was able to speak to the political realities agencies face. -A.S., HHS Great blend of instruction and practical applications. -S. R., DHS Very Dynamic. Lots of examples. -J.M., TSA PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 3
Course One: Strategic Planning 8:30AM Conference Registration and Continental Breakfast 9:00AM Overview: Discuss Performance Management in Government Review the key initiatives that OMB has outlined for performance management Analyze the proposed upcoming GPRA changes Understand the importance of organizing regular meetings to monitor the progress of your high-priority goals Learn how to create better networks in and out of government to further expand performance initiatives Module 1: Connect Strategic Planning and Organizational Results Discover why traditional strategic planning processes often fall short of delivering results Identify the characteristics and requirements of successful strategic plans, planning processes, and implementation Receive updates on the latest government performance mandates 12:00PM Lunch Break Module 2: Identify the Seven Strategic Elements of Results Oriented Agencies Establish clear linkages to provide a visible chain of evidence to current agency value Measure the importance and relative impact of agency strategies Clearly communicate agency priorities and goals to all stakeholders Module 3: Evaluate Strategy and Assess Stakeholder Involvement Conduct a SWOT analysis to analyze internal and external factors Solicit stakeholder input for your strategic planning process Identify all parties impacted by adopting new strategies and define a way to engage stakeholders 4:00PM Day One Adjourns PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 4
Course One: Strategic Planning 8:30AM Continental Breakfast 9:00AM Module 4: Review the Strategic Planning Process Develop results-oriented strategies to achieve departmental outcomes Develop statute-based mission statements and customer focused values Assess internal & external factors affecting agency s delivery of outcome Module 5: Implement & Manage Strategic Plans: Best Practices in Government Strategic Planning Conduct an organizational readiness assessment to target barriers to change Define a role for and appoint an external performance advisory panel Appoint initiative owners to keep strategic initiatives on track 12:00PM Lunch Break 1:00PM Module 6: Communicate and Roll Out your Plan Take advantage of a strategy map to provide a clear visual of the direction in which your agency should be heading to accomplish strategic objectives Utilize a strategy map to communicate strategy to all employees and external stakeholders Determine what essential components must be included to achieve your organizational objectives Module 7: Execute your Government Strategic Plan Administer your developed strategic plan by ensuring the entirety of the staff is aware of its contents Encourage your department leaders to address any questions about the contents of the plan Regulate the implementation of the strategic plan by creating several checks to follow Module 8: Evaluate the Data Produced by your Strategic Plan Determine if the data collection revealed by your strategic plan is reliable Discuss ways to improve your data collection techniques if insufficient statistics are produced Create easy access to the data produced for those applicable to ensure visibility throughout the department 4:00PM Day Two Adjourns PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 5
Course Two: Performance Measurement 8:30AM Continental Breakfast 9:00AM Step 1: Measure Performance for Results Understand why you should measure performance in your agency Implement the four criteria for an effective performance measurements system Illustrate the linkages between daily activities and outcomes Step 2: Identify Characteristics of Effective Performance Management Systems Understand the 8 critical success factors for effective performance management systems Increase data availability and make sure the data is readily accessible Manage and Analyze data in a uniform, consistent manner Step 3: Understand Logic Models Define the relationship between outcomes, measures, activities, outputs and inputs Develop a framework and a process for planning, management and evaluation Provide a structure for understanding the situation that drives the need for an initiative Step 4: Identify Outcomes and Intermediate Outcomes Develop end outcomes that are grounded in mission and statute, which assess progress toward strategic goals Measure only the things you can count rather than things that are strategically important Use the SMART framework to develop effective outcomes 12:00PM Lunch Break 1:00PM Step 5: Develop Measures and Metrics Create meaningful measures useful for decision makers and other stakeholders Develop clear measures that tells your departments story Create relevant measures that do not become obsolete too early Step 6: Narrow Casting and Targeting Set targets for your chosen measures Establish desired results within a specific timeframe Understand the four attributes of a quality target Step 7: Manage through Measures Use measures to manage and motivate employees Manage your budget based on performance measures Develop performance-based statements of works to manage contracts 4:00PM Day Three Adjourns PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 6
Course Three: Performance Budgeting 8:30AM Continental Breakfast 9:00AM Examine the foundations of planning and budgeting Compare and contrast key aspects of budgeting fundamentals versus private sector and governmental planning Identify the purposes of an agency budget and how the key elements of the budget contribute to those purposes Establish the performance groundwork Build a strategic hierarchy from mission to goals to objectives to activities, including performance measures Validate the strategic hierarchy by incorporating strategy maps/logic models/theory of change Identify initiatives in the strategic plan that begin in the budget year Determine performance changes planned for the budget year 12:00PM Lunch Break 1:00PM Link performance to budget formulation Review characteristics of different budget types and identify the key elements of the performance linked budget Align the performance linked budget with the Federal budget calendar Identify internal and external sources of quantitative budget data Calculate the cost of performance change in the budget year and beyond Assemble the performance linked budget and justify it to the Department, OMB, and Congress Execute the performance linked budget Create a cost structure tied to the strategic hierarchy in order both validate and control the cost of performance change Capture and report integrated budget and performance data for decision-makers and stakeholders Adjust the budget and adjust performance targets to maintain a performance link to the budget Wrap up the day and week Recap performance linked budgeting Summarize and integrate strategic planning, performance management, and performance linked budgeting 4:00PM Day Four Adjourns PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 7
MEET THE TRAINER: JON DESENBERG, Policy Director, The Performance Institute As the Policy Director at The Performance Institute, Jon Desenberg is responsible for developing, structuring and implementing creative solutions for our client s strategic planning and performance management needs. With over 20 years of public management, Jon has worked with more than 120 Federal organizations, non-profit agencies and universities. In addition, Jon has worked with a wide range of state, local and international governments including the United Kingdom, Australia and Canada, the states of Alaska, North Carolina, Pennsylvania, and a variety of cities and counties across the country. He also directs public research, webinars, and best practice studies for a variety of clients and publications. In 2008, Jon worked with other government performance leaders to meet with Presidential campaigns, as well as the Obama transition team and developed recommendations used by the incoming administration to shape their Federal management agendas. In 2009 and 2010, PI met with staff members from the US House and Senate, as well as GAO and the Congressional Research Service, to provide expertise on the structure and framework used in the Government Performance and Results Modernization Act of 2010. He also provides ongoing advice to both the US Office of Personal Management the US Office of Management and Budget in implementing planning and performance policies, including the Human Capital Assessment Framework and Senior Executive Service Performance Evaluation standards. Performance Institute Senior Executives have been asked to take on senior performance policy Jon s current work includes on-going projects with the Centers for Medicare and Medicaid, the Department of Homeland Security, the Department of Defense, the Nuclear Regulatory Commission, the Department of Veterans Affairs, and other Federal, State and Local organizations. Jon Desenberg brought more than fourteen years of Federal experience to his current position, specifically in the fields of performance management, strategic planning, knowledge management and IT Program Planning. As Managing Director, he successfully led the United States General Services Administration s (GSA) Performance Management program, which ultimately resulted in the largest single enterprise-wide performance program in the Federal government, with aligned goals and measures cascading to all 13,000 employees. Jon regularly appears on Federal News Radio, News Channel Eight, the Federal Times, Federal Computer Week, Government Executive, and other media outlets. He is co-author of the textbook, Knowledge Management: A Foundation for E-Government. He received a B.A. from The University of Michigan and a J.D from American University s Washington College of Law. PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 8
Tuition and Group Discounts The tuition rate for Government Performance Management Week is as follows: Closing Strategic Planning $599 Performance Measures $399 Performance Budgeting $399 Tuition: To include all 3 courses. $1299 For more information on the early bird rate or group discounts for Government Performance Management Week please contact the Institute at 877-676-8625. Venue and Hotel Government Performance Management Week will be held at The Performance Learning Center in Washington, DC. The Learning Center is just a few blocks from both the Gallery Place-Chinatown and Metro Center metro stations. A public parking garage is located inside of the building. The Performance Learning Center 901 New York Avenue, NW 3rd Floor West Tower Washington, DC 20001 1-877-992-9522 Please note: The building elevators do not allow delegates up into the Learning Center until 8:30am Hotel Please contact customer service at 1-877-992-9521 for more information. Registration Form To register, call 877-992-9521; Fax this form to 866-234-0680: or visit www.performanceinstitute.org Yes! Register me for this event. Please call me. I am interested in a special group discount for my team. Please register me for the following course/s only: Strategic Planning Performance Measures Performance Linked Budgeting Name Organization Dept. Address Telephone Method of Payment: Email Title Check Credit Card Purchase Order/Training Form Card Number Exp Date 3 Digit Card verification # Name on Card Please make checks payable to: The Performance Institute Billing Zip Code Note: Payment must be secured prior to the event. If payment is not received by the program start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event. PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 9
About the Performance Institute The Performance Institute is a nonpartisan, private think tank seeking to improve public and private sector performance through the principles of transparency, accountability, performance and engagement. We serve as the nation s leading authority and repository on performancebased management practices for government. Our mission is to identify study and disseminate the leading management innovations pioneered by best-in-class organizations. Through our national conferences on pressing issues, interactive training programs for government and private sector managers, best practice research and strategic consulting services, the Institute provides cutting edge expertise in the design, implementation and evaluation of strategies to solve operational and managerial challenges and enhance organizational performance. Earn a Certificate in Government Performance Manager through the Performance Institute To address your professional needs and ensure your organization s success, the Performance Institute offers a Certificate in Government Performance Management. Certificate completion requires only 3 required and 3 elective courses that you can select based on topics that meet your agency s unique needs. Upon successful completion, you will emerge from the Institute s certificate program with a thorough understanding of all course concepts and poised to apply what you learned in a real and practical way. As a Government Performance Manager Certificate candidate you can: Customize any Program to Fit Your Needs Advance Your Career with New Skills and Competencies Meet New Certification Requirements as Required by OMB and Congress For more information about the benefits of enrolling in the certificate program, please contact us at 877-676-8625 Exhibiting and Sponsorship To learn more about exhibiting and sponsorships at the event please contact Andrew Goodwin at 703.739.5621 or email him at Andrew. Goodwin@PerformanceInstitute.org. Quality Assurance The Performance Institute strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to: The Performance Institute: Quality Assurance 11 Canal Center Plaza, Suite 107 Alexandria, VA 22314 We will evaluate individual complaints in a context of collective comments from the event. Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Performance Institute is not responsible for speaker changes but will work to ensure a comparable speaker is located to participate in the program. If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. In-house Training and Customization One of the more popular vehicles for accessing the institute s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience and virtually eliminates travel expenses. On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Strategic Planning Performance Management Project Management Lean Six Sigma Workforce Management Leadership and Change For more information about in-house training options available to you, please contact Chris Kamal at his email: Chris.Kamal@ performanceinstitute.org. Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Preparation: Given through email if applicable CPE Credits: 12 Sponsor Organization Name and ID Number: The Performance Institute 108108 The Performance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org Note: Course certificates will be made available upon completion of the class on-site, but if you would like an electronic copy sent to you, please contact us at pievents@performanceinstitute.org PERFORMANCEINSTITUTE.ORG 2013 GPM WEEK 10