23rd ANNUAL PPX SYMPOSIUM
May 14 -16, 2019
The 23rd Annual PPX Symposium is scheduled for May 14 to 16, 2019, this year’s PPX theme is Managing Planning and Performance: Getting the Right Information at the Right Time. The PPX annual Symposium provides an opportunity for participants to discover valuable information on best practices and solutions in performance and planning and to share experience, expertise and knowledge with hundreds of public and private professionals from across Canada and abroad.
Ottawa Conference and Event Centre
200 Coventry Rd, Ottawa, ON K1K 4S3
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 and Impact and Innovation Unit.
Ray Zahab wants people to know they are extraordinary. A former sedentary “pack a day smoker”, Ray turned his life around in 1999 when he decided to get in shape and enter the world of ultra-marathons. Since then, he’s gone on to inspire millions of people around the world by completing jaw-dropping journeys, including running 7500km across the Sahara, and the Atacama, Gobi, and Patagonian deserts. He is also the he founder of the non-profit impossible2Possible (i2P), which uses adventure based learning programs to inspire, empower and most importantly educate young people on a wide range of subjects. On stage, Ray takes audiences through his tremendous personal story demonstrating how individuals and organizations can undergo incredible change to break through limits and achieve incredible success.
Steve Montague, 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 performance measurement and program evaluation as a management consultant, an adjunct professor and as an evaluation manager in a major Canadian federal government department. Mr. Montague has managed major and minor projects analyzing a wide variety of programs for Canadian federal, provincial, United States, Scottish and Australian governments, as well as conducting work for the OECD, the World Bank, the European Union and the United Nations. He has published articles on measurement and evaluation in journals in Canada, the US and Europe and facilitated numerous presentations, panels and workshops on evaluation, performance management and information management. Steve is also a founding member and three times president of the Performance and Planning Exchange.
Giuseppe De Simone is a Strategic Planning Officer at the United Nations Industrial Development Organization (UNIDO). Since 2017 he has been pivotal in a process of revamping UNIDO towards an improved organizational results orientation. This includes the development of internal policies, performance indicators and other guidance documents. He holds a MSc in Development Economics from the University of Ferrara (Italy), a Master’s degree in International Business Management at the Center for Economic and Trade studies in Madrid (Spain) and a MSc. in Environmental Economics at the University of London (SOAS – United Kingdom). Prior to his work in strategic planning, he worked mostly on sustainable energy issues, from a project management, research and policy perspective, both in UNIDO and at the International Atomic Energy Agency.
Nicholas Kowbel is a programme evaluator with the United Nations Office of Internal Oversight Services, the UN department tasked with providing external evaluation oversight of the United Nations Secretariat organizations. Prior to joining the UN in 2016, Nicholas was a Senior Evaluation Officer with the Department of Natural Resources Canada (NRCan), during which time he also advised programmes on results-based management and responding to the needs of Treasury Board Secretariat of Canada policies. Nicholas received his B.A. from the University of Ottawa, and his M.A. in Political Science from Carleton University.
Dr. Mayne is an independent advisor on public sector performance. Over the last 15 years he has focused on international development evaluation and RBM. He has authored numerous articles and reports, including several on contribution analysis, and co-edited eight books on program evaluation. In 1989 and in 1995, he was awarded the Canadian Evaluation Society Award for Contribution to Evaluation in Canada. In 2006, he was made a Canadian Evaluation Society Fellow. Dr. Mayne’s current interests are on approaches for strengthening impact evaluation and useful theories of change in complex settings.
Sylvain Laporte became President of the Canadian Space Agency in March 2015. He is committed to advancing Canada’s presence in space through satellite, exploration and astronaut missions in the service of science and innovation. From 2011 to 2015 Sylvain was Chief Executive Officer of the Canadian Intellectual Property Office. Prior to that, he held the position of Executive Director, Industrial Technologies Office at Industry Canada, where he was responsible for managing financial contribution programs in research and development for the aerospace, defence, security and space industries. Sylvain first joined Industry Canada in March 2007 as the Chief Informatics Officer.
Gregory Richards, MBA, Ph.D, FCMC, is currently Vice-President of Research and Business Development at the Institute on Government and an Adjunct Professor at the University of Ottawa. He was previously Director of the MBA program at the University of Ottawa, a visiting professor at the Western Management Development Centre in Denver, Colorado and a member of Peter Senge’s Society for Organizational Learning based at MIT. At the IOG, he manages the research team exploring all things digital. At the University of Ottawa, he managed the public sector performance management research cluster and continues to manage the IBM Centre for Business Analytics and Performance. His publications appear in the Journal of Public Administration and Research, the International Journal of Productivity and Performance Management, and the Journal of Computer Information Systems. He has also published an edited book on Big Data and Analytics in government and has delivered 50+ conference presentations on the topic of performance measurement and management in the public sector. Prior to his academic appointment, he was a consultant working with several Departments including Finance, the House of Commons, Treasury Board Secretariat, Public Service Commission, Western Diversification and the Canadian Coast Guard. Early in his career, he worked as a public servant at Transport Canada and Consulting and Audit Canada
Robert Shepherd is Associate Professor in the School of Public Policy & Administration at Carleton University. He is Supervisor of the Graduate Diploma in Public Policy & Program Evaluation, Past Chair of the Consortium of Universities for Evaluation Education, and Past President of the Canadian Association of Programs in Public Administration (CAPPA). He is currently working on two SSHRC Partnership grants aimed at evaluating youth program practice on reserves in Northwest Ontario, and examining options for replacement of the Indian Act.
Isabelle Bourgeois, Ph.D., is an associate professor at l’École nationale d’administration publique (ENAP), University of Quebec, and holder of the Canada Research Chair in Program and Policy Evaluation. Her research work focuses on the role of program evaluation in improving government decision-making and resource allocation; she is specifically interested in organizational evaluation capacity and evaluation utilization. Before starting her academic career, Dr. Bourgeois was an evaluation manager in two federal government organizations. She was the 2017 recipient of the CES-NCC Karl Boudreault Award and was the Vice-Chair of the Consortium of Universities for Evaluation Education from 2015-2017. She is currently the Editor-in-Chief of the Canadian Journal of Program Evaluation.
Christine Minas is a Director in the Results Division at Treasury Board Secretariat and the Champion for the Federal Evaluation Community. She has worked in several federal departments, including many years at Employment and Social Development Canada where she held positions in evaluation, research
Shelley Borys is the Director General, Evaluation, and Chief Audit Executive in the Office of Audit and Evaluation, a shared service for the Public Health Agency of Canada and Health Canada. She holds a PhD in Social Psychology from the University of Waterloo. Shelley is a Credentialed Evaluator, and has received several awards from the Canadian Evaluation Society (CES). She is a member of the CES Credentialing Board and was inducted as a Fellow of the CES in 2014. Shelley worked for over 10 years as a consultant in evaluation, joining government in 2005, and led the evaluation functions at Environment Canada and Citizenship and Immigration Canada before joining the Public Health Agency in 2011 as the Director General of Audit and Evaluation.
Alexandra Dagger is the Director General of Audit and Evaluation at the National Research Council Canada. She has extensive experience in evaluation, performance measurement, and internal audit in both the public and private sectors. Her focus in recent years has been on leveraging evaluation and audit capabilities and products to provide evidence and strategic advice for decision making. She is a past board member of the local Canadian Evaluation Society chapter. In recognition of her contributions to the local evaluation community, Alex received the Karl Boudreault Award for Leadership in Evaluation in 2014
With more than 30 years of diverse experience at CMHC, Fatima Barros knows how important housing is to Canadians – and how important it is to get it right. This makes her ideally suited for her role as Vice-President of Audit and Evaluation: she understands the complex and broad risks facing the corporation, as well as how Internal Audit contributes to ensuring CMHC isSub-Streams
- Making the Most of Performance Data
- Fostering collaboration across disciplines
- Harnessing Digital Data and Artificial Intelligence
- Developing new and existing capacity
- Using Results Information to Support Decision Making
- Building a culture of results leadership
- Strengthening links to budgeting, planning and policy
- Reporting: Telling the performance story
- Gender Based Analysis Plus
- Sharing models and techniques
- Systematically practicing GBA+
- Learning from vulnerable and excluded groups
Remember to:
- reserve May 14 to 16 in your 2019 calendar;
- include the 2019 Symposium in your education and learning plans;
- keep your contact information with us current so that we can keep you informed of further Symposium developments;
- register before the April 8, 2019 “Early Bird” deadline to reduce your costs; and please share this invitation with your colleagues.
Pre-Symposium Training Sessions
May 14, 2019
Full day sessions, 8:00 am – 4:30 pm
RBM 101: THE BASICS OF PERFORMANCE MEASUREMENT STRATEGY
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:
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- What are the key elements of Results-Based Management?
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- How do you construct a Performance Measurement Strategy?
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- What are the key components?
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- 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. New this year: we will also draw on a recent United Nations study which details lessons learned in 12 agencies over 15 years. 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:
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- Determining Scope and Complexity
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- Logic Model (Theory of Change)
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- Performance Information Profiles
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- 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?
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- 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;
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- 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
About this Course
Planning is essential to promoting excellence at all levels of government and in order to achieve Government priorities, and being able to attain meaningful results. The government’s focus on Results and Delivery is changing the landscape and represents a significant shift in planning to get to results. 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 to drive results.
The objective of this course is to improve the planning abilities of public servants through a sharing of successful planning experiences.
This learning opportunity will focus on what is required to conduct planning exercises, produce planning documents and to coordinate various planning processes at various levels and across different functions and other departments in order to set the organization up for success.
It will deal with the following questions:
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- What is planning? What is the difference between planning and integrated planning?
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- How are planning activities linked to RBM requirements and organizational needs?
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- What works in planning in an RBM environment?
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- What tips and tricks are there to help you in planning in an RBM environment?
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- 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 will include information on how all the parts fit together from the start to the end. It will touch on planning as a process, looking at how to start a planning exercise, how to engage across functional boundaries, what methods can be used to ensure alignment with the GoC Expenditure Management System requirements (Departmental Plan, Departmental Results Report), the Policy on Results (Departmental Results Framework etc,), the Management Accountability Framework as well as Deliverology. 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?
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- Government of Canada public servants new to the planning function;
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- Anyone wishing to learn more about how “Results and Delivery” works and its relationship to planning and reporting of demonstrable results; and
- Anyone with an interest in broadening their planning experience or pursuing a planning career.
RBM 104: THE FUNDAMENTALS OF PROGRAM EVALUATION
About this Course
This one-day short course will examine the fundamentals of policy and program evaluation in mainly a governmental and non-profit context. It will provide an overview of the essential phases of evaluation: planning and design; evaluation conduct including data collection; and, analysis, findings, and reporting of results.
An objective of this course is not only to explain the federal policy, but to highlight key advances in evaluation research practice. If the intention of the Policy on Results is to improve results-based reporting, this course intends to show how shifts in federal tools, including theory-based evaluation, are making an important contribution to practice.
Participants will leave this one-day program with the tools they need to explore further the contribution of policy and program evaluation to organizational decision-making. The program will draw heavily on adult-learning techniques, including break-out exercises, and guided discussions.
The program is guided by the following questions:
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- What is program evaluation? What is the difference between evaluation and other forms of evidenced based assessment?
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- How does evaluation facilitate governmental and non-profit results-based management requirements and organizational needs for resources allocation?
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- How can public servants and non-profits constructively engage with program evaluation?
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- What are some evolving approaches to evaluation (e.g., theory-based evaluation)?
- Where is the field moving?
Who will benefit from this course?
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- Professionals who are new to program evaluation, and who work at any level of government, in agencies, NGOs and non-profit organizations;
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- People responsible for planning, designing or overseeing evaluations;
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- People responsible for using evaluation results to manage their projects or programs or to make policy decisions;
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- People responsible for organisational capacity building in the field of program evaluation; and
- Anyone with an interest or who needs a refresher on the fundamentals of program evaluation.
RBM 201: RAISING YOUR KNOWLEDGE OF RBM TO THE NEXT LEVEL
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:
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- Integrating risk and performance
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- Performance data collection and analysis
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- The Best and Worst practices in RBM
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- Performance reporting requirements and techniques
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- 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?
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- 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;
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- 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.
Pre-requisites
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.
NEW this year ½ training course
8:15 am – 12:00 noon
RBM 202 – EVALUATION, INTERNAL AND EXTERNAL AUDIT: STRANGE BEDFELLOWS OR A MARRIAGE MADE IN HEAVEN?
Description:
This course covers linkages between the evaluation and audit functions as tools for good governance, and identifies opportunities for continuous improvement. It explores issues that unite and separate the functions and gives an example of a prominent common area of practice.
View the agenda above
| Individual Registration Rate before April 9 | Individual Registration Rate after April 9 | Group Registration Rate, Register 6 or more at the same time | |
| Pre-Symposium Training (Full Day Session): |
$600 + HST | $600 + HST | $600 x ___ registration (minimum 6) |
| Pre-Symposium Training (Half Day Session): |
$300 + HST | $300 + HST | $300 x ___ registration (minimum 6) |
| Symposium: | $950 + HST | $1,200 + HST | $950 x ___ registration (minimum 6) |
| Symposium and Pre-Symposium (Full Day Session): |
$1,450 + HST | $1,700 + HST | $1,450 x ___ registration (minimum 6) |
| Symposium and Pre-Symposium (Half Day Session): |
$1,250 + HST | $1,500 + HST | $1,250 x ___ registration (minimum 6) |
A small block of rooms has been reserved at Hampton By Hilton, 100 Coventry Road, Ottawa, ON at a special rate of $159 per night.
Book by April 14, 2019, call 1-877-701-1281 and use Group code PPX and Group number 3642
THANK YOU TO OUR GENEROUS SPONSORS
Silver Sponsor
BDO is an international network of public accounting, tax, and advisory firms that performs professional services under the name of BDO. With over 67,000 people working out of more than 1,400 offices in over 150 countries, the network generates worldwide revenue of over $7 billion.
Bronze Sponsor
Luncheon Sponsor
SPONSORSHIP AND EXHIBITOR OPPORTUNITIES
We are excited about our new Sponsorship / Exhibitor package and we hope you will be too. There is something for everyone!
- Position your business as an Industry leader, aligned with a well respected association
- Network with a hard-to-reach audience on an intimate level
- Gain insights into new trends in performance-based management
- Flexible plans created to provide custom solutions for your needs
- Partner with an associate business and split the investment costs (and benefits)!
Proposals for the 2019 PPX Symposium are closed. Thank you to everyone who submitted.
To download information and presentations from the past Symposiums click below
