Past PPX Events

Past PPX Webinars

2019 SYMPOSIUM PRESENTATIONS

Understanding the take-up and use of information may be the most important measurement focus for government, not-for-profit and private initiatives in any time. It has even more importance in times of world crisis such as now. Over the last several years a uniquely tailored tool for assessing the uptake + use of information and knowledge across many domains has been developed in Canada. (The latest evidence available suggests that this Canadian developed approach has the potential to be a unique world leader in this kind of assessment.) The Knowledge Uptake and Use Tool (KUUT), originally developed by Dr Kelly Skinner of Waterloo to assess health promotion initiatives and since tried and evolved in a number of Canadian contexts, has shown itself to be an excellent means to gauge the reach and influence of information products, services and events. It tracks important responses based on a research based ‘influence’ pattern, and if used correctly can provide key insights on how context and conditions can affect information and knowledge use.

This one-hour webinar will provide an update on the initiative and will highlight one recent application of the tool which has been adapted for COVID 19 times and online information sessions, ‘fairs’ and conferences.

This session will highlight one of several on-going uses / users. The project is essentially a creative commons effort – so most applications and practices are shareable at this time. The key presenters for this session will be Kelly Skinner and Jasmin Bhawra of Waterloo University followed by Mark Shepherd of the Canadian Wood Council and Wood Works who will share their experiences using a streamlined version of the tool to gauge the influence of information products, solutions fairs, webinar sessions and even networking events. The session will be facilitated by Steve Montague of PPX and CES – and a keen user and secondary developer of versions of the approach. Brief presentations and a ‘show and tell’ component of the actual survey will be followed by a Q &A session. This event should be of keen interest to evaluators, performance measurement specialists, and / or anyone interested in understanding the reach and influence of the information they generate and produce from reports, sessions or conferences. A version of the tool will be used to gauge the value of this session – so registrants will get first-hand knowledge of the approach.

Panelists
Steve Montague, Moderator
Kelly Skinner, Waterloo University
Jasmin Bhawra, Waterloo University
Mark Shepherd, Canadian Wood Council and Wood Works

SPEAKERS

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.

Kelly Skinner is an Assistant Professor in the School of Public Health and Health Systems at the University of Waterloo where she leads the new online Master of Health Evaluation program. Kelly’s research and evaluation interests focus in two areas: (1) the health and well-being of First Nations populations and northern communities including the evaluation of health programs and food systems approaches; and (2) using evaluation theory and conceptual approaches to operationalize and build evaluation systems, with a continued interest in measuring knowledge uptake and utilization. Kelly has experience with stakeholder engagement, working with communities as an evaluation consultant, and currently teaches several courses she developed to online graduate students on evaluation theory, applications, practice, and management.

Jasmin Bhawra is a PhD Candidate and CIHR Health System Impact Fellow in the School of Public Health and Health Systems at the University of Waterloo. She is a population health researcher and program evaluator whose research interests include chronic disease prevention, health program planning and evaluation. Jasmin has worked with public health units, non-profit organizations, and governmental agencies coordinating research and leading health program evaluations.

Mark Shepherd has been working with the Canadian Wood Council for nearly 20 years as an advisor to Wood WORKS!, the association’s industry-and-government funded national market development program. In this role, he has worked with a diverse team of professionals to increase the use of wood in non-residential and multi-family construction projects. He also helped launch a similar program in the U.S. Mark is passionate about the Wood WORKS! program mission to ensure the built environment maximizes the use of wood-based solutions for the domestic wood industry and has developed strategies which leverage advocacy, education, collaboration, and communication. With the team, Mark has developed numerous national and regional strategic and operating plans and progress reports. He helped create and implement the program’s initial logic model, exit survey and methods for demonstrating funder “return on investment”.

Mark has a B.A. from the University of Waterloo (co-op) and M.A. from the University of Victoria.

GOVERNING THROUGH PERFORMANCE: LEARNING, AND UNLEARNING, IN THE UK

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

LESSONS LEARNED FROM AROUND THE WORLD

Sir Michael Barber

IMPLEMENTING THE GOVERNMENT’S RESULTS AND DELIVERY AGENDA: THE CHIEF RESULTS AND DELIVERY OFFICER’S (CRDO) PERSPECTIVE

Moderators:
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.

CRDO Panel: 
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

CANADA’S NEW INFRASTRUCTURE PROGRAM – FOLLOWING THE MONEY

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

2021 LEARNING EVENTS

Session 2: Going into the Future

Discussion on the future of evaluation and other review functions post-pandemic with Alexandra Dagger, Director General, Audit and Evaluation at the National Research Council (NRC) and Yves Gingras, Director General, Evaluation Directorate at Employment and Social Development Canada (ESDC).

The discussion will consider what is needed to ensure that evaluation and other review functions remain relevant and well positioned in the post-COVID context. It will be followed by a Q&A and further discussion among attendees.


Thursday, March 17th 2021
12:00 – 1:00 pm EST

Session 1: Lessons from the Pandemic

Lessons learned for evaluation and performance measurement from the pandemic, a presentation by Pascale Poirier. Pascale is an Evaluation Manager at the Public Health Agency of Canada (PHAC) and headed the review of lessons learned in PHAC’s response to the first wave of COVID-19. The short presentation will be followed by a Q&A and attendee discussions on learnings from the pandemic.


Thursday, March 4th 2021
12:00 – 1:00 pm EST

RISK MANAGEMENT:THE OBSCURE HERO OF STRATEGIC PLANNING?

Risk management is currently receiving renewed attention within public administrations in the context of the pandemic, geopolitical tensions, historical deficits, etc. How can public sector organizations plan and operate in a highly unpredictable and complex environment? Risk management aims to mitigate this uncertainty by identifying and analyzing the causes that could prevent an organization from fulfilling its mandate and achieving its objectives. Thus, risk management should be one of the driving forces behind the strategic planning process and, by extension, sound results-based management practices. In this presentation, our guest speakers ague that it is imperative that risks and their mitigation strategies be at the heart of the organizational priority-setting process as well as upstream of any investment and budget reallocation decisions. This webinar jointly organized by the Performance and Planning Exchange (PPX), the Institute of Public Administration of Canada (IPAC) and the University of Ottawa, aims to present the benefits of sound risk management in the context of strategic planning and the broader context of results-based management. The case of Innovation, Science and Economic Development Canada will serve as a backdrop to this presentation.

Presentation in English and Q and A in bilingual format.

Presentation for DownloadView Recording


Moderated by Christine Minas
Director, Results Division, Expenditure Management Sector, Treasury Board of Canada Secretariat (and PPX Board member)


Marc Morin
Director General at Innovation, Science and Economic Development Canada, (formerly Chief Risk Officer at ISED)


Olivier Choinière
Affiliate Researcher at the University of Ottawa’s Centre on Governance and Consultant, GGA (formerly Director of Performance and Risk Management at ISED)


Jointly organised by:
Performance and Planning Exchange (PPX)
Institute of Public Administration of Canada (National Capital Region)
University of Ottawa (Centre on Governance)


February 25, 2021
Noon – 1:00 pm EST

2020 LEARNING EVENTS

Knowledge Uptake and Use An Emerging Key Measurement for Our Time

Understanding the take-up and use of information may be the most important measurement focus for government, not-for-profit and private initiatives in any time. It has even more importance in times of world crisis such as now. Over the last several years a uniquely tailored tool for assessing the uptake + use of information and knowledge across many domains has been developed in Canada. (The latest evidence available suggests that this Canadian developed approach has the potential to be a unique world leader in this kind of assessment.) The Knowledge Uptake and Use Tool (KUUT), originally developed by Dr Kelly Skinner of Waterloo to assess health promotion initiatives and since tried and evolved in a number of Canadian contexts, has shown itself to be an excellent means to gauge the reach and influence of information products, services and events. It tracks important responses based on a research based ‘influence’ pattern, and if used correctly can provide key insights on how context and conditions can affect information and knowledge use.

This one-hour webinar will provide an update on the initiative and will highlight one recent application of the tool which has been adapted for COVID 19 times and online information sessions, ‘fairs’ and conferences.

This session will highlight one of several on-going uses / users. The project is essentially a creative commons effort – so most applications and practices are shareable at this time. The key presenters for this session will be Kelly Skinner and Jasmin Bhawra of Waterloo University  followed by  Mark Shepherd of the Canadian Wood Council and Wood Works who will share their experiences using a streamlined version of the tool to gauge the influence of information products, solutions fairs, webinar sessions and even networking events.  The session will be facilitated by Steve Montague of PPX and CES – and a keen user and secondary developer of versions of the approach. Brief presentations and a ‘show and tell’ component of the actual survey will be followed by a Q &A session. This event should be of keen interest to evaluators, performance measurement specialists, and / or anyone interested in understanding the reach and influence of the information they generate and produce from reports, sessions or conferences.  A version of the tool will be used to gauge the value of this session – so registrants will get first-hand knowledge of the approach.

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.


Kelly Skinner
is an Assistant Professor in the School of Public Health and Health Systems at the University of Waterloo where she leads the new online Master of Health Evaluation program. Kelly’s research and evaluation interests focus in two areas: (1) the health and well-being of First Nations populations and northern communities including the evaluation of health programs and food systems approaches; and (2) using evaluation theory and conceptual approaches to operationalize and build evaluation systems, with a continued interest in measuring knowledge uptake and utilization. Kelly has experience with stakeholder engagement, working with communities as an evaluation consultant, and currently teaches several courses she developed to online graduate students on evaluation theory, applications, practice, and management.


Jasmin Bhawra
is a PhD Candidate and CIHR Health System Impact Fellow in the School of Public Health and Health Systems at the University of Waterloo. She is a population health researcher and program evaluator whose research interests include chronic disease prevention, health program planning and evaluation. Jasmin has worked with public health units, non-profit organizations, and governmental agencies coordinating research and leading health program evaluations.


Mark Shepherd
has been working with the Canadian Wood Council for nearly 20 years as an advisor to Wood WORKS!, the association’s industry-and-government funded national market development program.   In this role, he has worked with a diverse team of professionals to increase the use of wood in non-residential and multi-family construction projects. He also helped launch a similar program in the U.S.  Mark is passionate about the Wood WORKS! program mission to ensure the built environment maximizes the use of wood-based solutions for the domestic wood industry and has developed strategies which leverage advocacy, education, collaboration, and communication. With the team, Mark has developed numerous national and regional strategic and operating plans and progress reports.  He helped create and implement the program’s initial logic model, exit survey and methods for demonstrating funder “return on investment”.


November 25, 2020
Noon – 1:00 pm EST

2019 LEARNING EVENTS

Challenges in implementing new methodologies and managing data

The next learning event will be panel presentations and a discussion on the Challenges in Implementing New Methodologies and Managing Data. Come hear approaches being developed and lessons learned by federal science Departments to implement new performance measurement methodologies and effectively manage results data. The purpose of the event is to share best practices in data management and methodology implementation related to the Policy on Results. The event is targeted to Science-based Organizations but anyone interested in sharing best practices in performance measurement and evaluation are welcome.

Pierre Pérusse
Director, Strategic Management
Agriculture and Agri-Food Canada

Presentation for Download

Juan Andres Leon
Senior Advisor, Office of Strategic Policy and Planning
Public Health Agency of Canada

Presentation for Download

Susan Morris
Director, Evaluation
Natural Sciences and Engineering Research Council

Louise-Michelle Verrier
Deputy Director, Corporate Strategy & Performance Division
Social Sciences and Humanities Research Council

Presentation for Download

Wednesday, April 10, 2019
RCAF Officers’ Mess
158 Gloucester Avenue
Ottawa, ON

9:00 am – 11:30 am (Registration starting at 8:30 am)

Registration Fee $60 + HST

2018 LEARNING EVENTS

Informing-Decision Making Following the Implementation of the Policy on Results

April 18, 2018
9:00 am – 12:00 pm
Registration begins at 8:00 am
Registration Fee $60.00 + HST

RCAF Officers’ Mess
158 Gloucester Street
Ottawa, ON

Registration Fee $60.00 + HST

CLICK HERE TO DOWNLOAD THE PRESENTATIONS ON THE EXCHANGE

OVERVIEW:

The next learning event will be panel presentations and a discussion on the Use of Performance Measurement and Evaluation Results in decision-making. Come hear the Department of Fisheries and Oceans, Natural Resources Canada, Health Canada and the Canadian Space Agency talk about the challenges they have identified, approaches being considered to support the use of results and reporting processes and tools being implemented to leverage performance measurement and evaluation results in decision processes.

The purpose of the event is to share best practices and lessons learned in implementing the requirements of the Policy on Results, including the updated MAF lines of evidence. The event is targeted to Science-based Organizations but anyone interested in sharing best practices in performance measurement are welcome.

Panelists include:
Susan Cole, Director, Results Transformation, Department of Fisheries and Oceans
Marc Desjardins, Director General, Planning and Corporate Management Practices, Health Canada
Anne Routhier, Senior Director, Strategic Planning, Reporting and Results, Natural Resources Canada
Melanie Winzer, Executive Director, Programs and Integrated Planning, Canadian Space Agency

Moderated by:
Nadine Cyr, Senior Officer at the National Research Council

Hope to see you there!

Learning Event on Lessons Learned and Meaningful Reporting (focused on Science-Based Organizations but all are welcome)

March 22, 2018
9:00 am – 12:00 pm
Registration begins at 8:00 am
Registration Fee $60.00 + HST

RCAF Officers’ Mess
158 Gloucester Street
Ottawa, ON[/su_spacer]

Registration Fee $60.00 + HST

CLICK HERE TO DOWNLOAD THE PRESENTATIONS ON THE EXCHANGE

OVERVIEW:

The next learning event will be a Panel Discussion on the Implementation of the Departmental Results Framework, Meaningful Reporting and sharing of best practices. Come hear multiple departments and agencies talk about the challenges they experienced, the reporting processes and tools being used and gain an insight on lessons learned from Treasury Board of Canada – Secretariat. The purpose of the event is to share best practices and give people a chance to ask the questions that have been on their minds since the implementation of the Departmental Results Framework.

Agenda:

8 am – 9 am – Registration and Networking Breakfast

9:00 am – 9:05 am – Opening Remarks by Melanie Winzer, Executive Director Programs and Integrated Planning, Canadian Space Agency

9:05 – 10 am – Panel Presentations and Questions

  • Chris Boughton, A/ Director, Results Division, Expenditure Management Sector, Treasury Board of Canada Secretariat (10 min.)
  • Sheryl Lattimore, Director, Corporate Planning and Governance, Innovation, Science and Economic Development Canada (10 min.)
  • Joe Faragone, Manager, Results-based Management, Public Health Agency of Canada (10 min.)
  • Nadine Cyr, Senior Analyst, Planning and Reporting, National Research Council Canada (10 min.)

10:00 am – 10:15 am – Networking Break

10:15 am – 11:00 am – Panel Questions and Sharing of Best Practices by Attendees

11 am – 12 pm – Table top group exercise on what meaningful reporting is, using recent extractions from recent Departmental Reports yet to be tabled.

2017 LEARNING EVENTS

Deliverology: Principles, Fundamentals and Practical Knowledge

A 1-1/2 day Learning Event

Day 1 – Thursday, February 16, 2017 1:00 to 4:00 pm
Day 2 – Friday February 17, 2017 8:30 am to 4:00 pm

Ottawa Conference and Event Centre
200 Coventry Road, Ottawa, Ontario

OVERVIEW:

You’ve heard and read so much about Deliverology in the federal and provincial governments and internationally. The Government of Canada has embedded the concepts into the new Policy on Results. It’s time to fully understand and gain practical knowledge in the fundamentals of this approach to creating high-performing organizations, from one of the co-authors of the Deliverology books and creators of the method who has worked internationally with many public sector organizations.

In addition, we will have Francis Bilodeau, Assistant Secretary to the Cabinet, Results and Delivery, Privy Council Office, to offer the Government of Canada perspective on this approach and how it applies to departments. At the end of the session we will be holding a discussion with Chief Results and Delivery Officers (CRDOs) to get their perspective on the practical implementation of these ideas in the Canadian Federal Government context.

SESSION LEADER:

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.

Registration fee: $795 + HST

Included with the course registration:

  • All learning materials
  • A copy of the book “How to Run a Government: So that Citizens Benefit and Taxpayers Don’t Go Crazy” by Sir Michael Barber
  • Light lunch and coffee / tea breaks both days

TECHNOLOGY ENABLEMENT FOR ENHANCED PERFORMANCE AND PLANNING

AGENDA:

8:00 Registration and Breakfast
8:30 Welcome and Update on 2017 PPX Symposium
8:40 Centralized Reporting and IBP
9:40 Better Data for Smarter Spending
10:15 Coffee and Networking
10:30 Panel Discussion
11:00 Close

CLICK HERE TO DOWNLOAD THE PRESENTATIONS ON THE EXCHANGE

OVERVIEW:

The recent Policy on Results strengthens the federal governments focus on the quality of data and the ability to monitor and report on performance across the enterprise. There are a variety of enabling technologies such as dashboards, scorecarding, and general Business Intelligence (BI) analytics that are being designed or implemented in numerous departments. In addition, many departments and agencies are now focusing on how technology can help streamline both the data collection and reporting of completely integrated business planning whereby strategic, operational, and financial planning can be brought together for more holistic decision-making.

In our morning program we’ll hear from Treasury Board Secretariat on the general direction of analytics and how departmental information is and will be used in tools such as Infobase, the searchable online database for providing both financial and HR information on government operations. The session will conclude with an open panel discussion to address questions from participants on the how best to initiate, implement, and sustain technology solutions for improving performance and planning. Please detailed presentations info below:

Presentation #1: Implementing Centralized Reporting at TBS and Exploring Shared Integrated Business Planning

ABSTRACT

In 2014, the Treasury Board of Canada (TBS) began a multi-year program to implement a centralized reporting infrastructure using the SAP Business Warehouse application and the SAP BusinessObjects Business Intelligence platform. Following SAP’s analytics road map for simplification and best practices, TBS developed a robust solution that provides improved data access to thousands of public sector workers. Now TBS has begun expanding on this strong base to move forward with integrated business planning.

Speaker Bio
Jonathan Andrews, Technical Director for Financial Management Transformation

Currently, managing the technical components of a project that will be creating a centralized financial and material management system for 50+ departments using S4HANA as well as managing the technical components of an Enterprise Information Reporting and Analytic system.

Previous Departments / Experience

  • Managed the Central Online Reporting Platform for TBS
  • Managed the deployment & maintenance of a SAP ECC 6.0 solution with a complex set of business functionality to support the budgetary process of the Government of Canada
  • 10+ Years’ experience working on SAP projects as Functional or Reporting & Business Intelligence team lead

Ghislain Cardinal, Stream Lead for Financial Planning, Budgeting and Forecasting for TBS GCFM project

Currently managing the development of a project aimed at providing an integrated solution for Financial Planning, Budgeting, Forecasting and reporting for 50+ departments using BW and BPC powered by HANA.

Previous Departments / Experience

  • Managed SAP BI and BPC for the Agriculture and Agri-Food Canada  SAP cluster (AAFC/CFIA/NRCan/EC)
  • Managed a Financial Management Advisory team providing services to multiple branches at Environment Canada
  • Senior Financial Analyst in a corporate financial Resources Management unit at Environment Canada
  • 15+ year experience in the financial management stream in the Federal Government

Presentation #2: Better Data for Smarter Spending

ABSTRACT

Our government is committed to improving how resources are allocated to eliminate poorly targeted and wasteful spending and provide clearer reporting on results. These commitments rely on better data and the capacity to fully exploit it. The TBS InfoBase has a proven track record to deliver linked, dynamic, clear and reliable reporting at a low cost. Created in 2013 as a government response to Parliament’s request for an integrated presentation of the spending they approve, the InfoBase is now an important pillar in the government’s results agenda. Moving forward, the InfoBase will be the central place where performance data can be found and analysed. We will present the tool as is, discuss some of the feedback we’ve received form users and provide a sneak-peak of upcoming functionality.

Speakers Bio
Andrew Gibson / Julie Van Audenrode

Andrew and Julie both work in the Expenditure Analysis group of TBS’ Expenditure Management Sector (EMS) and are responsible for the TBS InfoBase. Julie has over five years’ experience working at TBS; previous to EMS, she worked in Priorities and Planning where she helped coordinate the Management Accountability Framework. Julie has a background in Economics and International Affairs. Andrew has worked in EMS for over ten years in various positions and has a background in Engineering.