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Tuesday/Thursday May 23-25, 2017
Ottawa Conference and Event Centre
200 Coventry Road, Ottawa, ON


8:00 am – 8:15 am
Registration and Continental Breakfast

8:15 am – 4:30 pm
Training Sessions

RBM 101: The Basics of Performance Measurement Strategy

Training Lead: Steve Montague, Performance Management Network (PMN)

About this Course
Current Canadian Government directives state that program managers are responsible for developing and implementing ongoing performance measurement strategies for their organizations.

This course directly addresses the following questions related to this need:

  • How do you construct a Performance Measurement Strategy?
  • What are the key components?
  • How do they apply to public programs?
  • How do you apply a PM Strategy in various public sector contexts?

This one-day, intensive course will answer these questions by covering Results-Based Management (RBM) and Performance Measurement Strategy (PMStrategy) fundamentals – drawing directly from current Canadian Government guidance – included updated guidance for the new results policy of 2016. Participants will get hands-on experience in building key elements of a performance measurement strategy including the logic model (theory of change) and a performance measurement strategy framework.

The topics for this course will involve coverage of the key requirements for a Performance Measurement Strategy including:

  • Determining Scope and Complexity
  • Program Information Profile
  • Logic Model (Theory of Change)
  • Results Framework
  • Evaluation Strategy

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 to develop and use a Performance Measurement Strategy.

Who will benefit from this course?

  • 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 any of the key elements of a Performance Measurement Strategy (as per TBS guidelines) including Logic Models, Theory of Change, Performance Measurement Strategy Frameworks and/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.

RBM 102: Integrated Planning in RBM

Training Leads: Mark Paine, Manager, Corporate Business Planning and Quarterly Reporting, Indigenous and Northern Affairs Canada; and Dana-Mae Grainger, Retired, DFAITD and Co-President of PPX

About this Course
Planning is essential to promoting excellence at all levels of government and in order to achieve Government priorities. There are times that public servants are asked to produce planning documents but they may not have the specialized knowledge of planning techniques, or extensive experience in planning. For that matter, they may not have access to information concerning processes or techniques that other departments are successfully using to produce their required planning documents.

The objective of this course is to improve the planning abilities of public servants through a sharing of successful planning experiences.

This course will focus on what is required to produce planning documents and to coordinate various planning processes at various levels and across different functions as well as other departments in order to ensure that organizational priorities are attained in the most efficient and effective manner possible.

It will deal with the following questions:

  • What is planning? What is the difference between planning and integrated planning?
  • How are planning activities linked to RBM requirements and organizational needs?
  • What skills, authorities/structures and tools are needed to plan in a RBM environment?
  • What models, processes and cycles have been successfully used in RBM planning?
  • How can priorities be efficiently identified and effectively costed?
  • What are some of the best practices in integrated planning?

These questions will be covered within the context of the planning and reporting requirements of the Government of Canada (GoC). This would include presentations on the GoC Expenditure Management cycle, the Management Accountability Framework as well as the Report on Plans and Priorities and the Departmental Performance Report. Discussions and case studies will also be used to convey information. The course will require active participant engagement and include hands-on activities.

Who will benefit from this course?

  • Government of Canada public servants new to the planning function;
  • Anyone with an interest in broadening their planning experience or pursuing a planning career.

RBM 103: Performance Auditing in a RBM Environment

Training Leads: Sharon Clark, Principal, Office of the Auditor General of Canada; and Tom Wileman, Retired, Office of the Auditor General of Canada and Treasurer of PPX

About this Course
Performance audit is objective and evidence-based; it applies professional auditing standards and practices, and is mandated for federal departments and agencies. It differs from financial attest audit, since it asks whether programs are being run with due regard for economy, efficiency, and environmental impact; and whether the government has the means in place to measure the effectiveness of its programs. Performance audits are reported to Parliament; and senior officials are accountable before parliamentary committees for audit findings.

The objectives of this course are to explain the approach followed by performance auditors, and show how affected public servants can benefit from the audit experience.

The course will deal with the following questions:

  • What is performance auditing? What is the difference between performance auditing and other types of evidence-based review and evaluation?
  • How does performance audit relate to RBM requirements and organizational needs?
  • How can public servants constructively engage with performance audit?
  • How are recommendations and other findings determined?
  • What are the implications of reporting to Parliament?

These questions will be covered within the federal context, and case studies will be used to convey information. The course will require active participant engagement and include hands-on activities.

Who will benefit from this course?

  • Public servants dealing with performance audit;
  • Anyone with an interest in better understanding performance audit.

RBM 201: Raising Your Knowledge of RBM to the Next Level

Training Lead: Murray Kronick, CMC, FCMC, National Service Lead, Performance Management, Interis | BDO
Walter Zubrycky, PEng, President, Facilitated Performance Solutions and PPX Board Member

About this Course
This course will introduce you to intermediate and advanced topics and techniques in Results-Based Management (RBM).
We will take you back to the origins of planning and measuring organizational performance, and fast-forward its evolution in the context of today’s public-sector world that demands accountability and transparency. We’ll cover the following topics in some depth:

  • Integrating risk and performance
  • Performance data collection and analysis
  • The Best and Worst practices in RBM
  • Performance reporting requirements and techniques
  • Using RBM to manage effectively
  • Other approaches

Through discussion, presentations and in-class exercises, this course will provide participants with a deeper understanding of RBM planning, performance measurement and reporting, and what management can and should be doing with this information.
Who will benefit from this course?

  • Public servants who have 3 or more years of experience in Results-Based Management, planning, performance measurement or reporting and who work at any level of government, in agencies, NGOs and non-profit organizations;
  • Those responsible for creating or using the key elements of a Performance Measurement Strategy or Performance Reporting Frameworks for their organizations;
  • Those responsible for Benefits Harvesting and reporting.

Attendees should have previously taken the RBM-101 course or the equivalent from a recognized learning institution. Participants new to Results-Based Management should enroll in the RBM-101 course instead, to first gain an understanding of the fundamentals.

10:15 am – 10:30 am
Morning Break

12:00 pm – 1:00 pm

2:30 pm – 2:45 pm
Afternoon break

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7:30 am – 8:30 am
Registration and Breakfast

8:30 am – 8:45 am
Welcome Remarks

Katie Brown, Chair, PPX Symposium Planning Committee

8:45 am – 9:45 am
Keynote Speaker

Results and Delivery in Canada: Building the Culture and the Systems

Matthew Mendelsohn,Office of the Deputy Secretary to the Cabinet (Results & Delivery), Privy Council Office

9:45 am – 10:15 am
Break in the Tradeshow area

Concurrent Sessions

10:15 am – 11:45 am

Session 1

How Innovative Practices in Internal Audit Can Contribute to Better Organizational Results

This presentation will use successful practices in the field of internal audit in several organizations within the Government of Canada to encourage PPX session participants to identify ways they can achieve better results. Specific information will be given on the following four areas of success, as well as others to be identified later:

  • developing maturity model to assess implementation;
  • auditing to reinforce organizational strengths;
  • self-assessments as a collaborative tool to foster engagement;
  • strengthen teams with seconded resources. The session will be delivered in a way to make the learnings transferable to other areas of internal oversight.
Basil Orsini, CIA, CGAP, CRMA, CCSA

Session 2

Principles of Effective Data Presentation for Performance Management and Evaluation

This presentation will provide an overview of foundational principles of effective and compelling data presentation, and their application, as developed by leaders in the field over the last few years. The principles are based on what we know about visual perception and cognition of quantitative information. With these principles in hand, we have objective guidelines for the design of data visuals. The application of this body of technique in performance and evaluation reporting will be illustrated with examples of practice in several federal government agencies.

John Burrett, Principal Consultant, Haiku Analytics Inc.
Blayne Beacham, Senior Analyst, Immigration, Refugees and Citizenship Canada - IRCC

Session 3

Science Community Performance Measurement & Evaluation: Telling the Science Performance Story

This presentation will show the results of Science Community of Practice (CoP) efforts to develop an appropriate results framework, indicators and performance measurement and evaluation regime for science based programs and policies. The intent is to inform current Federal Government practices with regard to Departmental Results Frameworks (DRFs) and Program Information Profiles (PIPs) for science related programs.

Melanie Winzer, Executive Director, Integrated Programs and Planning and Head of Performance Measurement at the Canadian Space Agency (CSA).
Mary Kay Lamarche, Manager, Strategic Evaluation, NRCan
Steve Montague, Partner, PMN
Deanne Langlois-Klassen, Associate Director, Performance Management & Evaluation, Alberta Innovates
Rudy Valentim, Senior Advisor, Research Monitoring and Evaluation, Canadian Cancer Society
11:45 am – 1:15 pm
Lunch & Keynote

The Growth of Shepherds of Good Hope: From Philosophy to Philanthropy

This presentation will showcase the growth and maturity of a well-known Ottawa community based non-profit: The Shepherds of Good Hope. As a long standing member on the Board of Directors and Foundation Board, Adam Smith will provide highlights on the organization’s journey from its originating philosophy to its well-entrenched philanthropic role in the Ottawa region today. In particular, Mr. Smith will discuss the results-based driven approach to implementing the Shepherds’ Managed Alcohol Program, including how the use of data and a focus on outcomes contributed to the success of the Program today.

Adam J. Smith, Member, Governance Committee for the Shepherds of Good Hope; Member, Shepherds Foundation

Concurrent Sessions

1:15 pm – 2:15 pm

Session 4

Local Government Performance Management in Canada, Germany and Switzerland

Expectations of measuring performance results for performance improvement and accountability are a requirement for most public and non-profit organizations. Meaningful uses of performance information continue to be a challenge particularly in high-stakes adversarial political settings where accountability-related uses tend to crowd out other uses. Local governments may be able to successfully combine program improvement and accountability uses. The presentation will describe the results of existing studies and a cross-national research project to test a causal model that links council-administration trust to performance information uses and hence to local government performance.

Jim McDavid, Professor of Public Administration, University of Victoria

Session 5

Integrated Internal Services: Together For a Resilient Intelligence Community

This presentation will focus on a recently launched transformational initiative to integrate various internal services in the intelligence community.

In particular it will cover:

  • Translating strategic goals into performance measures developed using PuMP® methodology.
  • Challenges and risks thus far and how to overcome them.
  • Feeding into two different organizational integrated business planning processes.
  • Governance structure to ensure efficient sponsorship and change.
Karen Robertson, ADM Finance and Administration, Canadian Security Intelligence Service (CSIS)

Session 6

Science Community Performance Measurement & Evaluation: Measuring Knowledge Translation

This session will illustrate ways and means to address science related performance measurement in support the current government’s emphasis on results with actual examples from the Canadian Institutes of Health Research and National Research Council for building a results-based culture. It will also show how the Canadian Academy of Health Sciences Impact Framework can be used not just by health departments to comply with the Treasury Board of Canada Secretariat requirements for the Policy on Results by following the continuum of expected change. Finally, there will be detailed examples of new methodologies for demonstrating impact and knowledge translation using various types of information (e.g. scientific information) to provide evidence in support of decision-making.

Sarah Viehbeck, Head of Performance Measurement and Manager, Planning, Reporting, Measurement and Data at CIHR
Nadine Cyr, Planning & Management Officer, National Research Council
Sobia Hafeez, Policy Analyst, Health Canada
Uzma Tabassum, Junior Research Analyst, Public Safety
2:15 pm – 2:45 pm
Break in the tradeshow area

2:45 pm – 4:15 pm
Keynote Speaker
Live via videoconference from the UK
Governing through Performance: Learning, and Unlearning, in the UK

The UK had one of the earliest, and most comprehensive, experiments with ‘performance in government’. Starting in the early 1980s the fashion for measuring, reporting and (sometimes) managing the performance of public services grew until virtually every level and service was covered by some sort of reporting that went beyond merely accounting for expenditure. The biggest areas of public service – education and health – were especially to the fore in this movement.The apex, and apogee, of this system was the measurement of Government itself, started under the Conservative government in the early 1990s and massively expanded by New Labour’s “Public Service Agreements” from 1998 onwards. Although modified by subsequent Governments since 2010, ‘performance’ in one form or another continues to play a major part in policy and management discussions.

There has been a great deal of valuable learning over this more than three decade ‘experiment’ – but unfortunately there has also been a lot of forgetting. This talk will try to map where Government has learnt and where it has subsequently forgotten the lessons of ‘governing through performance’.

Dr. Colin Talbot is Professor of Government at the University of Manchester, Manchester, UK

4:15 pm – 6:00 pm
Welcome Reception

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7:30 am – 8:30 am
Registration and Breakfast

8:30 am – 8:45 am
Welcome Remarks

8:45 am – 9:45 am

ME to WE: measuring, reporting and scaling impact at home and abroad

Keynote Speaker

Marc Kielburger, Co-founder, WE Day, WE Charity, ME to WE

9:45 am – 10:15 am
Break in the tradeshow area

10:15 – 11:30 am
Knowledge Café

The Knowledge Café is a session that provides Symposium participants a forum in which to discuss and exchange information in smaller, more focused groups, about a variety of performance and planning topics that they are interested in. These topics will be selected in advance of the Symposium based on this year’s theme, streams and current hot topics. During this session, participants will be able to select the topic they are interested in and will participate in an open discussion on that topic with other interested participants. The session offers participants the opportunity to network not only with their peers, but also with Symposium speakers and subject matter specialists attending the event.

Concurrent Sessions

11:30 am – 12:30 pm

Session 10

Edmonton’s Experience in Building a Results-Based Culture

This presentation will share an award winning experience in building a results-based culture from the City of Edmonton.* The presentation covers several key areas to build the culture:

  • Quality of data and measures (quality assurance and guides; measure development and assessment)
  • Organizational capacity building (training and consulting)
  • Leadership commitment (organizational wide motivation and commitment, led by leadership)

*The City of Edmonton won the 2016 certificate of distinction from the ICMA Center for Performance Analytics™.

Kel Wang, Corporate Performance Lead, City of Edmonton

Session 11

Canada’s New Infrastructure Program – Following the Money

This presentation will provide a deconstruction of the New Infrastructure Program (NIP), the challenges of linking budget measures to program/project results, concluding with an assessment of risks to planned policy outcomes.

Peter Weltman, Sr. Director, Costing and Program Analysis, Office of the Parliamentary Budget Officer (PBO)

Session 12

Science Community Performance Measurement + Evaluation: Measuring + Evaluating Complex Impacts

The Canadian Institutes of Health Research (CIHR)-funded Canadian Network for Observational Drug Effect Studies (CNODES) uses a distributed network of researchers and databases for observational drug safety and effectiveness research. It provides decision makers with research evidence to contribute to their evaluation of the benefits and risks of marketed drugs. CNODES, with the Nova Scotia Health Research Foundation, has begun an evaluation to provide accountability to its funders, inform improvements, and demonstrate the value of its knowledge translation activities. This presentation will discuss CNODES’ evaluation efforts to date.

Ingrid Sketris, Professor, College of Pharmacy, Dalhousie University
Nancy Carter, PhD, Director REAL Evaluation Services, Nova Scotia Health Research Foundation
12:30 pm – 1:45 pm
Lunch Keynote
Nick Rodriguez, Delivery Associates

1:45 pm – 2:15 pm
Break in the tradeshow area

2:15 pm – 3:45 pm
Keynote Speaker

Implementing the Government’s Results and Delivery Agenda: The Chief Results and Delivery Officer’s (CRDO) Perspective

In this interactive session, a panel of Chief Results and Delivery Officers (CRDO) from three departments will share their experiences thus far in implementing the Government’s Results and Delivery Agenda – progress, challenges, next steps, and lessons learned. Symposium participants will also be given the opportunity to pose their questions and dialogue with them.

This session will be moderated by:

Francis Bilodeau, Assistant Secretary To The Cabinet, Results And Delivery, Privy Council Office
Tolga Yalkin, Acting Executive Director, Program Performance and Evaluation Division, Expenditure Management, Treasury Board of Canada Secretariat.

The CRDO panel will be comprised of:

Neil Bouwer, Formerly Assistant Deputy Minister, Strategic Policy And Results Sector, Natural Resources Canada, now with Treasury Board Secretariat
Cheryl Grant, Director General, Policy Co-ordination And Planning Directorate, Health Canada
Sheryl Groeneweg, Director General, Results Delivery Unit, Innovation, Science, And Economic Development Canada

3:45 pm – 4:00 pm
Closing Remarks
Katie Brown, Chair, PPX Symposium Planning Committee

4:00 pm – 4:30 pm
PPX Annual General Meeting

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To download information and presentations from the past Symposiums click below