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2016 Twentieth Annual PPX Symposium

May 17 to 19, 2016
Ottawa Conference and Event Centre
200 Coventry Road,
Ottawa, Ontario

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symposiumPerformance and Planning Exchange (PPX) 2016
Twentieth Annual PPX Symposium

Wednesday/Thursday May 18-19, 2016
Ottawa Conference and Event Centre
200 Coventry Road, Ottawa, ON

Theme: Planning and Performance: Learning from the Past – Preparing for the Future.


  1. Strategic and Operational Planning Now and in the Future
  2. New Horizons for Performance Measurement and Reporting
  3. Strengthening Allied Functional Areas (such as audit, evaluation, risk management, financial management, human resource management and project management)


Registration prior to April 1,2016 Registration on or after April 1,2016
Symposium: $890,00 + HST $990.00 + HST
Pre-Symposium Training: $500.00 + HST $500.00 + HST
Symposium and Pre-Symposium $1290.00 + HST $1390.00 + HST




Tuesday, May 17, 2016
Ottawa Conference and Event Centre
200 Coventry Road, Ottawa, ON


Training Session – RBM -101 – The Basics of Performance Measurement Strategy

Led by Steve Montague, Performance Management Network (PMN)

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

This workshop 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. 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 Profile
  • Logic Model (Theory of Change)
  • Performance Measurement Strategy 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.




Training Session – RBM-201 – Raising Your Knowledge of RBM to the Next Level

Led by Murray Kronick, Interis Consulting Inc.

This course will introduce you to intermediate and advanced topics and techniques in Results-Based Management.

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.




Training Session – RBM -103 – Integrated Planning in a RBM Environment

Led by Dana-Mae Grainger, Retired, DFAITD and Co-President of PPX

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.




Training Session – RBM -104 – Performance Auditing in a RBM Environment

Led by Tom Wileman, Retired, Office of the Auditor General of Canada and Treasurer of PPX

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.


We can create flexible plans that provide custom solutions for your needs. You may also wish to consider linking up with an associate business to share costs.

If you are interested in taking advantage of this opportunity or have any enquiries, please !




Thank you to our generous Sponsors and Exhibitors

Silver Sponsor

Interis, a leading team of management consultants specializing in strategy and operations, transformation, and risk management, has merged with BDO Canada LLP.  Coupled with BDO’s national resources and a strong foundation of serving public sector clients, the Interis | BDO team has continued to provide its full spectrum of services to existing and new clients, expanding its capabilities across Canada to help meet the evolving needs of its clients.

BDO is an international network of public accounting, tax, and advisory firms that performs professional services under the name of BDO. With nearly 65,000 people working out of more than 1,400 offices in over 150 countries, the network generates worldwide revenue of $7.30 billion.

2016 PPX Exhibitors

Booth #8

Alpen Path Solutions Logo 2Alpen Path Solutions Inc.

Alpen Path Solutions offers Lean for Government and Social Network Analysis training and consulting services. In partnership with the University of Ottawa Centre for Continuing Education, our Lean courses can lead to a Certificate in Lean for the Public Sector.

Booth #9

CConEduBWHSZ (1)University of Ottawa’s Centre for Continuing Education

The University of Ottawa’s Centre for Continuing Education has been offering Professional Development and Personal Enrichment courses for over 25 years. Clients range from working professionals engaged in continuing education and career development, to members of public interested in intellectually stimulating learning opportunities.

Booth #10

CUEE logo

The Consortium of Universities for Evaluation Education (CUEE) is a collaborative partnership among universities, government and the Canadian Evaluation Society for the purpose of building capacity in graduate-level education and training in Canada.


Booth #4


CloseReach is GoC’s supplier for QualiWare enterprise architecture software, training and support, as well as professional services. At PPX we will be demonstrating new QualiWare capabilities including value modeling, QLM Analytics and Performance Management, QualiWare’s Governance Workflow Engine as well as Compliance, Audit and Improvement (CAI) functionality.


Booth #3


American Society for Quality

The American Society for Quality is a global community of people who are passionate about quality. ASQ offers professional development tools, networking opportunities with other people passionate about quality, access to the quality body of knowledge and certification in a variety of quality disciplines, including Lean and Six Sigma. The Ottawa section covers both Eastern Ontario and Western Quebec. It’s approximately 300 members represent the private sector and government. For more information on ASQ Ottawa activities or to sign up for our newsletter, see

Symposium Pictures


Keynote Speaker Douglas W. Hubbard,President, Hubbard Decision Research

Keynote Speaker Paule Labbé, Treasury Board of Canada Secretariat

Luncheon Speaker Michael Allen, United Way Ottawa

Student Papers

Annual General Meeting








To download information and presentations from the past Symposiums click below


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