In the Beginning: Oregon Shines and the Benchmarks

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In the Beginning Oregon Shines and the
Benchmarks

• Presentation by Duncan Wyse and Rita Conrad to
  Oregon Performance Interns June 20, 2007

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Oregon Progress Board history in a nutshell
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The Governor got it started in 1989.

• I am asking for the creation of the Oregon
  Progress Board, which will help guide Oregon into
  the next century... The Oregon Progress Board
  will serve as the long-term caretaker of Oregon's
  strategic vision, identify key activities that
  need to be undertaken, and then measure our
  progress over the next several decades.
• 1989 Oregon Shines Introduction Governor Neil
  Goldschmidt
• http//egov.oregon.gov/DAS/OPB/os_intro.shtml

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Original Legislation (1989) called for

• A visionary strategy with goals (Oregon Shines)

• Biennial reports against measurable indicators

• An implementation plan

• A lot of public participation

• A focus on the economy

SB 170
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Later legislation required use of benchmarks in
planning and budgeting

• 1991 Several statutes incorporated benchmarks as
  state policy

• 1992 Governor Roberts required agencies to link
  to benchmarks

• 1993 Statutes built benchmark-based planning
  into budget policy

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Benchmark Ripple Effects

• Too numerous to mention them all

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SB 285 (1997)

• Made Progress Board permanent state agency

• Added six year updates of Oregon Shines

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HB 3358 (2001)

• Made scope of Progress Board more holistic
• Emphasized independent nature of the Board
• Extended Oregon Shines intervals to eight years
• Added two legislators as voting members
• Removed rule-making authority

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HB 3358 also required Board to focus on
PERFORMANCE MEASUREMENT

• Establish guidelines for developing agency
  performance measures that link to benchmarks
• Report progress to the legislature biennially
• Help communities plan with benchmarks
• Move to DAS

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Performance Measurement Phase
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Oregon Shines III Phase

• Setting the stage
• Oregon Shines III Partner Panels
• Developing broader political and financial
  support
• A proposed new framework
• Take Stock (analysis)
• Re-think (key strategic directions)
• Come together (partner planning, measurement and
  reporting)
• Stay focused (results reporting)

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08
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More on Oregon Shines
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Original legislation (1989)

• An independent Oregon Progress Board is needed
  to
• Encourage the discussion and understanding of
  critical global and national trends that will
  affect Oregon in the coming decades
• Submit to Oregonians a strategy that describes
  and explains a vision for Oregon's economic,
  social and environmental progress for 20 years
  into the future
• Submit to the Legislative Assembly goals for
  Oregon's progress, including measurable
  indicators of the achievement of those goals
• Assist state agencies and their partners in
  developing performance measures that provide
  linkages to the measurable indicators of
  achievement .

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Legislation lead to a logical planning process
and Oregon Benchmarks.
Oregon Shines
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Oregon Shines

• Strategic Vision for Oregon
• Goal driven
• Forward-thinking
• Triple bottom line - economy, community,
  environment
• Iterative
• Oregon Shines I 1989
• Oregon Shines II 1997
• Oregon Shines III ETA 2009 (overdue!)
• Long-term
• 20-year horizon (soon to be 50-year)
• In its18th year and still kicking

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Oregon Benchmarksresults, not efforts
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Oregon Benchmarks

• Measure Oregon progresstowards Oregon Shines
  goals
• Oregon Shines II goals
• ECONOMYQuality jobs for all Oregonians
• COMMUNITYEngaged, caring, safe communities
• ENVIRONMENTHealthy, sustainable surroundings

Economy
Community
Environment
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There used to be 259.Now there are 91.

• QUALITY JOBS FOR ALL OREGONIANS
• ECONOMY Rural employment, trade, new business,
  job growth, professional services, economic
  diversification, research development, venture
  capital, cost of doing business, regulatory
  burden, income, wages, income disparity, working
  poor, unemployment, exports, foreign language
• EDUCATION ready to learn, 3rd 8th grade
  reading and math, CIM, dropouts, HS and college
  completion, adult literacy, computer/Internet
  usage, labor force skills training
• EGAGED, CARING AND SAFE COMMUNITIES
• CIVIC ENGAGEMENT volunteering, voting, feeling
  of community, understanding taxes, taxes per
  income, public management quality, SP bond
  rating, arts, libraries
• SOCIAL SUPPORT teen pregnancy, prenatal care,
  infant mortality, immunizations, HIV, smoking,
  premature death, perceived health status, child
  care slots and affordability, teen substance
  abuse, child abuse, elder abuse, alcohol and drug
  use while pregnant, poverty, health insurance,
  homelessness, child support, hunger, seniors
  living independently, working disabled, disabled
  living in poverty
• PUBLIC SAFETY overall crime, juvenile arrests,
  students carrying weapons, adult and juvenile
  recidivism, emergency preparedness
• HEATHY, SUSTAINABLE SURROUNDINGS
• COMMUNITY DEVELOPMENT traffic congestion,
  drinking water, commuting, vehicle miles
  traveled, road and bridge condition, home
  ownership, affordable housing
• ENVIRONMENT air quality, CO2 emissions, wetlands
  gain/loss, stream water quality, in-stream flow
  rights, agricultural lands, forest lands, timber
  harvest, municipal waste disposal, hazard
  substance cleanup, freshwater/marine/terrestrial
  species health, natural habitat, invasive
  species, state park acreage

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New Look of the 2007 Benchmark Report

• Printed publication is now a short, colorful
  summary
• Details are online atbenchmarks.oregon.gov
• Create your own custom benchmark report
• Link your benchmark-related programs and
  documents
• Drill down to state agency performance measures

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benchmarks.oregon.gov WANT A DEMO?
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Other Benchmark Products

• County data
• County data book
• County comparison maps
• Customized county slide shows
• Race and Ethnicity Reports
• Benchmark x KPM Crosswalks for Ways and Means

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How do performance measures relate to Oregon
Benchmarks?
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Benchmarks measure results.Partners create
results.

• State government
• Local governments
• Business
• Not-for-profits
• Foundations
• Citizens

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Oregon Shines30,000 ft
Partner planning, measurement and performance
reporting are critical to success.
Oregon Partners15,000 ft
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One (giant) partner Oregon state government
"30,000 feet"
Oregon Shines and 91 Oregon Benchmarks
Oregon Shines Goal 2 Safe, caring and engaged
communities
Oregon Shines Goal 3 Healthy sustainablesurroundi
ngs
Oregon Shines Goal 1 Quality jobs for
allOregonians
"15,000 feet"
State agencies self-link Key Performance Measures
to their mission, goals and pertinent Oregon
Benchmarks.
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How performance measurement has played out in
state government

• 2003-05 Progress Board planted the seeds
• Progress Board created guidelines and trained
  agencies
• Patchy attention in Ways Means
• Perfunctory exercise for many agencies
• Significant push back from agencies
• 2005-07 seeds sprouted
• Significant attention in Ways Means
• Agencies asked for help to make it meaningful
• Inter-branch coordination on functions and roles
• 2007-09 harvest and use
• Coordination between executive legislative
  branches
• Streamlined performance measure forms
• Still a challenge appropriate use of performance
  data
• 2009 2011 institutionalization
• Most KPM functions will move from Progress Board
  to Budget and Management (BAM)
• BAM will expand to performance management
• Learning curve budget analysts (both branches)
• Greater agency head awareness

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Oregon performance measure criteria

• Use GASB terms and definitions
• Gauge progress towards agency goals benchmarks
  or other high-level outcomes
• Focus on a few key indicators that represent the
  scope of agency work
• Have targets
• Be based on accurate and reliable data
• Show comparisons
• Include efficiency customer satisfaction
  measures

Governmental Accounting Standards Board
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One big challenge improving appropriate use of
performance measure data
To inform budget decisions
To develop policy
Yes
Running Well?
No
To manage
To hold government accountable
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Another big challenge reaching out to other
partners

• Rural Oregon
• Business
• Foundations
• Interested Citizens

Oregon Shines III
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Thank you!

• Rita Conrad
• Executive Director
• Oregon Progress Board
• [phone]
• Rita.R.Conrad_at_state.or.us
• www.oregon.gov/DAS/OPB
• http//benchmarks.oregon.gov

Duncan Wyse President Oregon Business
Council [phone] x103 dwyse_at_orbusinesscounci
l.org http//www.orbusinesscouncil.org