Strategic Plan Performance Assessment and Reporting

1
Strategic Plan Performance Assessment and
Reporting

• Appropriate target setting and data verification
  are critical to a viable performance assessment
• Dr. Richard Beck
• Director, Planning and Performance Management

2
Evolution of Planning and Performance

• 1993 Government Performance and Results Act
• Formalized government-wide practice of strategic
  planning with performance assessment
• Adds performance aspect to see how well you were
  progressing against your advertised plans
• Implications for budget decisions
• But first efforts to focus on developing plans
  with annual performance targets and reporting
• Greatly increased focus on outcome / results vs.
  government performance being expressed often in
  terms of outputs / products of process
• How do you know if a program is truly effective
  if you do not measure its benefits to the
  American public
• A means to answering the age-old question as to
  whether government programs are effective

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Benefits of Performance Assessments

• Introspective
• Can I clearly define what I am trying to achieve
  and its benefits?
• Do I have a plan, especially in terms of targets
  that express what I expect to achieve, how much,
  and when?
• How am I progressing against those targets, and
  if I didnt reach those targets, why not? What
  should I do differently?
• Performance assessment is not just a case of goal
  met vs goal not met its understanding why it
  was not met and determining what needs to be done
  and if I still want to achieve it
• Readily provides insight as to the nature of the
  task, its benefits, and range of resources
  required to decision makers and external
  stakeholders
• Builds credibility in your ability to deliver
• Not only do I have a plan but I am willing to
  track my progress openly against targets
• I have adequate knowledge of the topic to set
  targets and to determine the reasons for not
  making the targets and the subsequent corrective
  actions
• Helps promote support for your program
• Traceability/Continuity of performance targets
  from start of performance period to evaluation
  and data verification is crucial to demonstrate a
  responsible performance process

4
Target SettingExample for the FY 2007 Budget
5
Policy References

• Policy for Establishing and Adjusting GPRA
  Strategic Plan Performance Measure Targets
• November 9, 2004 memo from AS/PMB
• Performance Data Credibility
• Detailed data validation and verification
  requirements
• January 16, 2003 memo from AS/PMB