2013cover_E2013 Seventeenth Annual PPX Symposium

May 13 – 15, 2013
Hampton Inn & Conference Centre
Ottawa, ON

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Wednesday, May 13, 2013Thursday, May 14, 2013Friday, May 15, 2013
8:00 - 8:15Registration and Continental Breakfast
8:15 - 4:30Training Session - RBM 101
• Murray Kronick, Interis Consulting Inc.
• Steve Montague, Performance Management Network Inc.


What is Results-Based Management (RBM)? What are the key components, how do they apply to projects and programs, and what do they mean in the public sector context?

This one-day, intensive course will answer these questions by covering the RBM fundamentals – from differentiating between activities, outputs, outcomes and indicators to using results for managing and reporting. You will get hands-on experience in building Logic Models / Outcomes Maps and Performance Measurement Frameworks. You will understand best and worst practices in the area, and avoid falling into common RBM traps.

Through discussion, presentations, a case study and in-class exercises, this course will provide participants with a solid understanding of RBM planning and performance measurement and reporting principles and how to apply them in your environment.

Who will benefit from this RBM primer?

  • Public servants who are new to RBM, planning or performance measurement and who work at any level of government, in agencies, NGOs and non-profit organizations;


  • People responsible for understanding and creating Logic Models, Outcomes Maps, Performance Measurement Frameworks or Performance Reporting mechanisms for their organizations;


  • People responsible for planning for, reporting on and using results to manage their projects, programs and organizations;


  • Anyone with an interest or who needs a refresher on the essentials of RBM.

10:15 - 10:30Morning Break
12:00 - 1:00Lunch
2:30 - 2:45Afternoon Break
7:30 - 8:30Registration and Continental Breakfast in Trade Show Area
8:30 - 8:45Opening and Welcoming Remarks
• Co-Presidents of PPX: Steve Montague and Murray Kronick 
• Planning Chair: Tom Wileman
8:45 - 9:45Keynote Presentation:
Parliamentary Review of Government Spending
 
• Bill Matthews, Assistant Secretary, Expenditure Management, Treasury Board of Canada Secretariat

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9:45 - 10:15Refreshment Break and Networking in Trade Show Area
10:15 - 11:45Concurrent Workshops

1 – Maturing The Performance Measurement Function: A Journey
• Melanie Larocque, Director, Enterprise Planning, Reporting and Performance Measurement Division, Canada Border Services Agency
• Jalila Bendarhou - Performance Measurement Manager, Enterprise Planning, Reporting and Performance Measurement Division, Canada Border Services Agency


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Performance measurement has proven its raison-d'être in decision making and supporting excellence in planning. The Canada Border Services Agency has established the path for maturing its performance measurement function and practice within the organization. Melanie Larocque and Jalila Bendarhou will share the CBSA experience in this regard and describe this path currently being followed for strengthening performance measurement and for cultivating the synergy between this important function and the other management streams.


2 – Planning, Monitoring and Evaluating Program Impacts and ‘What works’ in Complex Environments: Emerging Canadian and International Practice
• Steve Montague, Performance Management Network Inc.

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This session addresses what look like overwhelming challenges to determining public policy and program impacts by suggesting that a non-conventional approach needs to be taken. The presenters will draw on recent and emerging guidance from Treasury Board Secretariat, international practice and leading practitioners to suggest and demonstrate alternative approaches to determining program impacts. Analysis of need, context, theories of change and alternative measurement and evaluation approaches will be explored.

The session will be appropriate for all levels of managers and analysts who are required to plan, monitor, evaluate, report and/or manage in complicated or complex management and public policy environments. Some basic principles for establishing expectations, policy or program value propositions, and then monitoring and evaluating initiatives in conditions of complexity will be explored in both presentation and case-based small-group work. Participants will take away a set of key principles, some knowledge of emerging analytical tools and approaches, and tailored collective learning with regard to how to tell an appropriate performance story for key areas of public policy and administration.


3 – From Insight to Action – Improving Insight into Performance to Support Better Reporting and Management of Resources
• Roch Huppe, Chief Financial Officer, Fisheries and Oceans Canada
• Isabelle Trépanier, Executive Director, Corporate Planning and Reporting, Transport Canada
• Michael Matthews, Business Analytics and Optimization, Healthcare and Public Sector, IBM Global Business Services


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The objectives of the Management, Resources and Results Structures (MRRS) policy are well understood – and that is to support the:

  • Development of a common, government-wide approach to the identification of programs; and

  • The collection, management and reporting of financial and non-financial information relative to those programs.



Implementation of the policy is a work in progress and as everyone has learned, the devil is in the details. 

For this session the presenters hope to attract as many departments as possible to have an open dialogue on approaches being taken, what’s working and what are the lessons learned. Our objective is to have each attendee leave the session with at least one idea that can be applied in his or her own environment.

Michael Matthews will kick off the session with a short presentation on how the smartest organizations are trying to embed metrics into the fabric of the organization to improve performance.

The two departmental speakers will discuss how they are trying to move from insight to action – how it is being approached, key success factors, lessons learned to date and what the future holds.
11:45 - 1:00Luncheon Address: Performance Measurement from the Perspective of a Deputy Minister      
• Bill Baker, former Commissioner and CEO of the Canada Revenue Agency

Mr. Baker will share his considerable experience both as a producer and consumer of planning and performance information and highlight approaches he found helpful to increase the utility of the information produced.

He will also offer some suggestions to optimize the relevance of the planning and performance information community during these challenging times for the public sector.
1:00 - 1:15Dessert Break and Networking in Trade Show Area
1:15 - 2:45Concurrent Workshops

4 – Implementing Performance Measures for Internal Services
• Kelly Campbell, Interis Consulting

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This presentation on Internal Services Performance Management will provide participants with an understanding of how an integrated performance and risk management framework for internal services can directly contribute to increased operational efficiency and improved effectiveness.  This integrated approach establishes the performance measurement framework by building from an understanding of business objectives and target outcomes, and integrating the necessary internal controls and risk management activities required to keep the organization on track to deliver desired results.  This establishes the necessary accountability framework for results, and for the management of risks and interdependencies that can influence the organization’s ability to protect and harvest value.


5 – Managing Uncertainty: Risk Management, Performance Measurement and Moving Targets
• Jacqueline Tweedie, Risk Officer, Integrated Risk Management Office, Health Canada
• Marc Desjardins, DG, Planning and Corporate Management Directorate, Health Canada


A case study of a large, diverse departmental organization facing numerous challenges as it integrates risk management, performance measurement and planning functions. From a strategic and operational perspective, the organization has developed practical strategies, put resources in place, and identified expected results. There have been some bumps in the road. The role of technology in facilitating integration has both positive and negative impacts. Recent central agency shifts have had consequences for the functions and for the department. At the same time, the advantages of advocating for evidence-based, risk-informed decision-making and resource allocation are clear. The presentation will also discuss the implications for foreseeable future for the functions. 


6 –Progress, Key Issues and Opportunities in the Federal Evaluation Function
• Colin Meredith, Director, Office of the Auditor General of Canada
• Dawn Campbell, Director, Office of the Auditor General of Canada
• Anne Routhier, Senior Director, Centre of Excellence for Evaluation, Treasury Board of Canada Secretariat


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In the Government of Canada, use of evaluation findings is required to support policy and program improvement, expenditure management, Cabinet decision making, and public reporting. While many factors affect the decisions that governments must  make about programs, especially during times of fiscal restraint, evaluations can aid decision making by providing objective and reliable information about program relevance and performance. In the context of the findings from the follow-up audit of Evaluating the Effectiveness of Programs and the implementation of the Policy on Evaluation 2009, the responsible senior officials will discuss progress in implementing policy requirements, as well as key issues and opportunities in the federal evaluation function.
2:45 - 3:00Refreshment Break and Networking in Trade Show Area
3:00 - 4:30Keynote Presentation:
Keynote Presentation: Developing Program Efficiency Indicators: Alternative Perspectives and Strategic Issues
• Evert Lindquist, Professor of Public Administration, University of Victoria


This unique and engaging session, presented by Dr. Evert Lindquist, Professor and Director in the School of Public Administration at the University of Victoria, will consider the challenges, preconditions, expectations, contradictions, and implications of developing effective efficiency and cost indicators. Broader questions animating his remarks and dialogue with the audience include: Is the drive towards measuring costs and efficiency really new? Will a focus on efficiency come at the expense of a focus on results? Should central agencies be directive or should departments and agencies be given flexibility in such developing indicators? Are there better ways to convey parsimonious and detailed cost information to decision-makers? How will reporting on efficiency fit with reviews and other forms of reporting? The session will provide participants with broad perspectives on developing high quality efficiency indicators and an opportunity to challenge and debate these perspectives.
4:30 - 6:00Welcome Reception in Trade Show Area
7:30 - 8:30Registration and Continental Breakfast in Trade Show Area
8:30 - 8:45Welcoming Remarks
Plenary Room 118 DE
8:45 - 9:45Keynote Presentation: Open and Transparent Government: Does it Improve Performance or Not?
• Kevin Page, Canada's First Parliamentary Budget Officer
9:45 - 10:15Refreshment Break and Networking in Trade Show Area
10:15 - 11:45Concurrent Breakout Sessions
7 – Planning For and Measuring Performance in a Results-Based Regulatory Context
• Lawrence Baschak, Senior Analyst, Strategic Planning and Performance Improvement Branch, Saskatchewan Ministry of Environment

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Saskatchewan’s Ministry of Environment has recently adopted a results-based approach for environmental regulation including a revised legal framework with a focus on outcomes.  In support of delivering effective results-based environmental regulation, the Ministry has developed a new risk-based provincial compliance plan that focuses compliance assurance, monitoring and enforcement on areas of highest priority.

Building on this context, the presentation will describe the progress so far in identifying and selecting both regulatory and organizational performance measures for implementing the compliance plan.   Based on a review of leading practice and existing classifications/typologies of regulatory results, an organizing framework for selecting relevant measures will be presented along with challenges and lessons learned so far.


8 – Integrated Planning Beyond the Budget Year
• Vaughn Brennan, Independent Senior Management Consultant
• John Proudfoot, Independent Senior Management Consultant


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The presentation shows how business and enabling functions (e.g. finance, human resources) at the enterprise level are integrated in support of future requirements and align programs to meet organizational needs through strategic integrated planning over a long term horizon. This provides for clear identification and articulation of current and future enterprise business goals and assessment of their priority and feasibility over the long term (e.g. 5 years). The presentation shows how Integrated Planning Beyond the Budget Year can successfully address legislative and policy direction while maturing fact based information within the organizations’ planning cycle to provide performance reporting to senior management both at the organization and government levels.


9 – Audit & Evaluation: Strange Bedfellows or A Marriage Made in Heaven?
• Shelly Borys, Director General, Evaluation Directorate, Public Health Agency of Canada
• Basil Orsini, former Chief Audit Executive, Canada School of Public Service
• Tom Wileman, Principal, Office of the Auditor General of Canada (Retired)


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This session explores winning strategies for auditors and evaluators to work better together, in the common cause of delivering findings for improved public administration. The presenters will discuss practical approaches to greater coordination, so that evaluation can complement both internal and external audit. These include opportunities for better planning, to the benefit of all concerned, and discussion of ways that the functions can mutually reinforce each other.
11:45 - 1:15Lunch Keynote: Managing for Results with Imperfect Measures
• Maria Barrados, former President of the Public Service Commission
1:15 - 1:45Dessert Break and Networking in Trade Show Area
1:45 - 3:30Closing Keynote: Understanding Public Opinion: Key to Successful Planning and Performance Management
• Nik Nanos, President and CEO, Nanos Research
3:30 - 3:45Closing Remarks
Plenary Room 118 DE
3:45 - 4:15PPX Annual General Meeting
Plenary Room 118 DE