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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 Breakfast8:15 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 Break12:00 pm – 1:00 pm
Lunch2:30 pm – 2:45 pm
Afternoon break

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7:30 am – 8:30 am
Registration and Breakfast8:30 am – 8:45 am
Welcome RemarksKatie 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
Matthew Mendelsohn is the Deputy Secretary to the Cabinet for Results and Delivery in the Privy Council Office, leading the federal government’s Results and Delivery Unit. In this role, he is instrumental in translating the new Departmental Results Frameworks into meaningful results for the government and Canadians, to demonstrate the progress that programs are making in delivering results.Prior to returning to the federal public service, Matthew was the founding Director of the Mowat Centre, a public policy think tank in the School of Public Policy & Governance at the University of Toronto. During that time he published and lectured widely on government transformation, democratic institutions and intergovernmental politics.Matthew is a former Deputy Minister and Associate Secretary to the Cabinet

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
Basil’s presentation will be based on his 35 years performing internal audit in various federal spending, revenue collecting and regulatory organizations. His contributions to the profession include being a member of the Canadian Institute of Internal Auditors, district representative for the Ottawa, Montreal and Quebec City Chapters in The Institute of Internal Auditors, and President of the Ottawa Chapter. He has a Master Degree in Public Administration from Queen’s University.

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.
John’s job is to help organizations use their data to make sense of their complex world. He focuses on developing effective tools: visual analytics, social/dynamic network analysis and effective presentation; and on building an organization’s capacity to use data effectively, for business, public good organizations and government. A long-time evaluator and policy analyst/communicator, John has also studied with leaders in the area of visual data analysis, communication and professional presentation design and built capabilities with a range of technical tools for network mapping, interactive data presentation and reporting.
Blayne Beacham, Senior Analyst, Immigration, Refugees and Citizenship Canada - IRCC
Blayne is a Senior Analyst with Immigration, Refugees and Citizenship Canada (IRCC). He holds a master’s degree in public administration and has focused his skill development on data visualization and information design for executive decision making. He has applied these skills as an evaluator with the National Research Council as well as at his current position, where he designs and develops products and tools for the management of IRCC’s operations sector.

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).
Melanie Winzer is the newly appointed Executive Director, Integrated Programs and Planning and Head of Performance Measurement at the Canadian Space Agency (CSA). In this role, she provides direction and leadership in the development and implementation of the requirements for the new Treasury Board of Canada Secretariat Policy on Results. She is also responsible for parliamentary reporting as well as the implementation of the Directive of Safety and Mission Assurance. Prior to the CSA, Melanie spent four years at the Canadian Institutes of Health Research (CIHR) as the Manager, Planning, Reporting, Measurement and Head of Performance Measurement and led the Agency’s work in the development and implementation of CIHR’s Performance Measurement (PM) Regime Toolbox, which is heavily based on the Canadian Academy of Health Sciences Impact Framework. As a result of this work, Melanie has become a leader in demonstrating impact and continues to chair the PPX community of practice for science-based organizations.

Melanie has spent close to 19 years in the Federal Public Service and prior to CIHR, held various positions at Industry Canada, Human Resources and Skills Development Canada, Public Works and Government Services Canada, Department of Justice and Fisheries and Oceans Canada, working on various files involving, policy, impact assessments, finance and reporting. During this time, she has led various departments to be deemed “Leader” and “Department of Example” in the areas of integrated planning, performance measurement and parliamentary reporting. She has a Bachelor of Commerce from the University of Ottawa and is currently completing her Master of Arts in Political Science at Carleton University.

Mary Kay Lamarche, Manager, Strategic Evaluation, NRCan
Mary Kay Lamarche is a credentialed evaluator and senior evaluator at Natural Resources Canada with more than 15 years of experience as a practitioner and manager. In addition to her work at a line department and prior to that in consulting, Ms. Lamarche has done secondments at the Treasury Board Secretariat serving both Evaluation and Performance Reporting portfolio areas. She has also served on the board of the Canadian Evaluation Society and has been a frequent contributor to CES events. She has helped to pioneer approaches such as realist evaluation and the application of evaluative thinking to policy programs – as well as piloting rapid impact evaluation to a science related program in 2015.
Steve Montague, Partner, PMN
Steve Montague, a partner of Performance Management Network Inc. is a credentialed evaluator, a Fellow of the Canadian Evaluation Society and has 35 years of experience as a practitioner in program evaluation as a management consultant, an adjunct professor and as an evaluation manager in a major Canadian federal government department. Steve has led or participated in dozens of S&T related evaluations and performance measurement projects dating back to the mid 1980s when he won a public service excellence award for his participation in a technology centre evaluation. He has been a long-time member of the AEA’s Research Technology and Development Topical Interest Group and has three times published articles in Research Evaluation. His work on theories of change, reach and the role of technology infrastructure in innovation has led the Canadian and to some extent world monitoring and evaluation communities.
Deanne Langlois-Klassen, Associate Director, Performance Management & Evaluation, Alberta Innovates
Deanne Langlois-Klassen, (optional – depending on time – could incur travel costs) Ph.D., Associate Director, Alberta Innovates. Deanne brings broad public and population health experience to the development of systems approaches for the assessment of health research and innovation impacts. She also provides research expertise to ensure scientific rigor and appropriate methodological approaches in the assessment of Alberta Innovates – Health Solutions’ health research and innovation investments. Deanne has a M.Sc. in Medical Sciences (Population Health) and a Ph.D. in Epidemiology from the University of Alberta, Canada in addition to her experience as a physiotherapist and health program manager.
Rudy Valentim, Senior Advisor, Research Monitoring and Evaluation, Canadian Cancer Society
Rudy Valentim is Senior Advisor, Research Monitoring and Evaluation at the Canadian Cancer Society Research Institute. With nearly ten years’ experience in program monitoring and evaluation, Rudy has created a high quality research evaluation program for CCSRI by developing evaluation and performance measurement plans, frameworks, and strategies to measure and evaluate health research outcomes and impacts. Working directly with senior leadership he facilitates evidence-based decision making by ensuring that monitoring and evaluation results inform strategic planning and organizational learning. Rudy has an M.A. from York University and is a member of both the Canadian Evaluation Society and American Evaluation Association. He is published in the American Journal of Evaluation and Research Evaluation.
11:45 am – 1:15 pm
Lunch & KeynoteThe Growth of Shepherds of Good Hope: From Philosophy to PhilanthropyThis 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
For 15 years Adam has held executive positions for some of Canada’s biggest brands in the financial, political and charitable sectors. In January 2017, he launched a new consulting practice in Ottawa, Ontario, Canada.
Adam’s passion for helping people and organizations reach their potential through a deep commitment to excellence is visible in all he does – In his career and his volunteer work.
Most recently, Adam was Vice-President, Marketing and Communications for United Way Centraide Ottawa. He oversaw a significant transformation of the organization’s brand, marketing and digital engagement capabilities, all with very strong results.
In 2006, Adam began working for the Liberal Party of Canada and became National Director of the Liberal Fund. During his tenure, the organization benefited from a major overhaul of its technology infrastructure, and realized significant growth in revenues and number of donors. Adam’s most recent political involvement was as Prime Minister Justin Trudeau’s principal national fundraiser during his leadership campaign.
Adam’s community work is focused on the Shepherds of Good Hope where he recently completed his term as Chair of the Board of Directors. He continues to serve on its Governance Committee and is a founding member of the Shepherds Foundation.
Adam holds a Bachelor of Business Administration from the University of Ottawa. In 2012, he completed a Masters Certificate in Project Management through the Sprott School of Business and achieved his professional project management designation (PMP).

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
James is a Professor of Public Administration at the University of Victoria. He specializes in program evaluation, performance measurement and performance management.

He has conducted research and evaluations focusing on Federal, state, provincial and local governments in the United States and Canada. His published research includes articles and books on program evaluation, performance measurement, performance management and comparisons of local government service performance across Canada.

The second edition of his textbook, Program Evaluation and Performance Measurement: An Introduction to Practice was published by Sage Publications in 2013.

He is a co-founder of the Consortium of Universities for Evaluation Education (CUEE) – a Canadian organization dedicated to increasing opportunities for students and practitioners to acquire graduate education in evaluation. 

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)
Karen is the Assistant Director (ADM), Finance and Administration for the Canadian Security Intelligence Service (CSIS). In 2016, she was the co-champion for the department’s successful GCWCC campaign. Karen is also leading the integration of the back-office functions between CSIS and the Communications Security Establishment (CSE). She joined CSIS in 2009 as Deputy Chief Financial Officer and in 2014 was seconded to the New Zealand Intelligence Community Shared Services (ICSS) and served 21 months as the Chief Financial Officer (CFO) for the Government Communications Security Bureau (GCSB) and the New Zealand Security Intelligence Service (NZSIS).
Karen was previously the Director General Finance with CSE. Prior to her five years at CSE, Karen held positions in Canada’s Department of National Defence and in the private (investment banking) and not-for-profit (health) sectors.
Karen holds a Bachelor of Commerce (Marketing), an MBA and is a Chartered Professional Accountant (CMA). 

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
BIO to come
Nadine Cyr, Planning & Management Officer, National Research Council
BIO to come
Sobia Hafeez, Policy Analyst, Health Canada
Sobia is currently working as a Policy Analyst at Health Canada. Sobia is passionate about her work in Performance Measurement, Knowledge Translation and Evaluation. Prior to that, she has worked as a Performance Measurement Officer at Canadian Institutes of Health Research. Having worked as a physician for over a decade, she brings extensive experience in the health domain and non-profit arena from both the low and high-income countries. She is presently serving as a Director with the Canadian Society for International Health and has been a long-standing volunteer with The Office of Emergency Preparedness, Ottawa. She has a Master’s in Public Health from London School of Hygiene and Tropical Medicine, UK, as well as a degree in Public Policy and Program Evaluation from Carleton University.  
Uzma Tabassum, Junior Research Analyst, Public Safety
Uzma has an undergraduate and graduate degree in Statistics and has recently completed a graduate diploma in Public Policy and Program Evaluation from Carleton University, Ottawa. Currently she is working as a Junior Research Analyst at Public Safety and earlier has worked at Canadian Heritage and Immigration and Refugee and Citizenship Canada as a Research Officer.
2:15 pm – 2:45 pm
Break in the tradeshow area2:45 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
Professor Talbot has advised a wide variety of governments and public agencies, including to a number of seminars in the UK Cabinet Office, notably two events under Prime Minister Gordon Brown (one at No. 10 and one at Chequers). He has acted as a consultant and advisor to the Cabinet Office, Home Office, Foreign Office, and the National Audit Office; and to UK parliamentary committees, including the Treasury Select Committee, and Public Administration Select Committee. Professor Talbot has taught a wide variety of senior public service development programs at various universities and in a number of countries. In Canada he advised the Treasury Board Secretariat during the development of the Management Accountability Framework. He is the author of “Theories of Performance”, recognized as a ground-breaking book that sets out to understand how to improve public service performance.  

4:15 pm – 6:00 pm
Welcome Reception

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7:30 am – 8:30 am
Registration and Breakfast8:30 am – 8:45 am
Welcome Remarks8:45 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

Marc Kielburger is an internationally acclaimed speaker, socially-responsible business leader, social entrepreneur, New York Times bestselling author and Rhodes Scholar. Since the age of 17, he has been leading by example showing anyone can make a world of difference.With his brother Craig, Marc co-founded a family of organizations dedicated to the power of WE, a movement of people coming together to change the world. The WE movement includes WE Charity (formerly Free The Children), which provides a holistic development model called WE Villages, helping to lift more than one million people out of poverty in Africa, Asia and Latin America. In Canada, the United States and the United Kingdom, WE Family and WE Companies help build stronger family bonds and strengthen employee engagement. WE Schools and WE Day provide comprehensive service learning programs to 10,000 schools, engaging 2.4 million young change-makers. And lastly, ME to WE, a pioneering social enterprise, the profits from which help sustain the work of the charitable organization.Marc will share his experiences about talking with world leaders about their social enterprise and the positive effects they are having on international development. The discussion will include how Me to We plans for, measures, manages and reports on impacts on developing countries as well as creating a socially responsible youth movement here in North America.

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

10:15 – 11:30 am
Knowledge CaféThe 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

Kel is a proven business expert in public sector strategy. His extensive background includes: performance management, project management and financial planning. Kel has been with the City of Edmonton since 2008 and he has been in multiple business areas, including communications, police and finance. Currently, he serves in the capacity of Corporate Performance Lead in the Office of the City Manager where he is responsible for leading the development, operationalization, implementation and improvement of a practical and effective corporate-wide performance management system that measures, reports and evaluates the City’s performance on City Council’s vision and corporate strategy.

Kel is a Project Management Professional (PMP)® holder and holds a Master of Business Administration degree from the University of Alberta. Kel received his Bachelor of Engineering degree, majoring in Computer Science and Technology in China. He also has a certificate in Public Performance Measurement from Rutgers, School of Public Affairs and Administration, The State University of New Jersey-Newark.

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)
Peter has over 25 years of experience in business management and investment analysis. He is the President of the Canadian Chapter of  the International Association of Cost Estimating and Analysis (ICEEA). Within the government, Peter has held positions of varying degrees of responsibility with Industry Canada, Agriculture and Agri-food Canada, Human Resources and Skills Development Canada (HRSDC) and the Treasury Board Secretariat. Peter came to the PBO from HRSDC, where he assisted in the development and implementation of an investment management process to undertake due diligence on large departmental investments, and prior to that, worked with an analytical team at the Treasury Board Secretariat engaged in the due diligence and oversight of major government-wide projects and fiscal pressures. Prior to joining the federal government, Peter spent a number of years as an investment analyst and financial advisor and has extensive experience in small business management, having held a variety of positions with a locally-owned food retailer.

Peter has an Honours BA in Political Science from the University of Western Ontario, and an MBA from the University of Ottawa.

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
Dr. Ingrid Sketris is Professor, College of Pharmacy, Community Health and Epidemiology, Faculty of Medicine, School of Health Administration, Dalhousie University. She is a graduate of the University of Toronto (BSc(Phm), University of Minnesota (PharmD), University of Tennessee, Centre for Health Sciences (Residency in Clinical Toxicology/Pharmacy Practice) and Dalhousie University (MPA(HSA). She is a fellow of the Canadian Society of Hospital Pharmacists, the American College of Clinical Pharmacy, and the Canadian Academy of Health Sciences. Dr. Sketris was a member of the Scientific Advisory Panel of the Canadian Coordinating Office for Health Technology Assessment (1996-1998) and of the Patented Medicine Prices Review Board (1999-2004). She was a member of the CIHR Institute Advisory Board for Health Services and Policy Research (2003-2009 including Vice Chair), a non-governmental counselor of the Health Council of Canada (2010-2013) and a board member of Research Canada. From 2000-2011 she held a chair in drug use management and policy funded by CIHR/CHSRF and cosponsored by the Nova Scotia Health Research Foundation and established the IMPART research unit. From 2011 she has been the Knowledge Translation team lead for the Canadian Network for Observational Drug Effect Studies funded by CIHR
Nancy Carter, PhD, Director REAL Evaluation Services, Nova Scotia Health Research Foundation
Dr. Nancy Carter is the Director of Evaluation Services for the Nova Scotia Health Research Foundation and a Credentialed Evaluator. Her work as an evaluation advisor allows her to provide guidance and advice to support program planning and evaluation for diverse initiatives across sectors. Nancy holds a Ph.D. in Organizational Behaviour and Human Resource Management from the University of Toronto’s Rotman School of Management. Prior to pursuing doctoral studies, Nancy worked as an evaluation and research consultant in Atlantic Canada.
12:30 pm – 1:45 pm
Lunch Keynote
Nick Rodriguez, Delivery Associates
Nick Rodriguez is one of the world’s leading experts in the theory and practice of Results and Delivery. He is Sir Michael Barber’s co-author of “Deliverology 101” and its successor, “Deliverology in Practice,” which have helped to institutionalize Results and Delivery as a discipline that can be taught, learned, and replicated. He has advised governments at every level on this discipline in the U.S., Europe, the Middle East, and Africa. Most recently, he co-founded and served as a Director for the U.S. Education Delivery Institute, a non-profit dedicated to bringing the Results and Delivery approach to the American education sector. Based in Washington, D.C. with Delivery Associates, he focuses his work on governments in Africa and the Americas.Nick successfully taught the “Deliverology: Principles, Fundamentals and Practical Skills” course for PPX in February. Nick’s presentation will feature an introductory video from Sir Michael Barber.
1:45 pm – 2:15 pm
Break in the tradeshow area2:15 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