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The Results-Based Management (RBM) Foundations Program is a suite of two courses: “RBM Principles and Basics” and “RBM Functions and Tools.” Together, these are designed to provide participants with the fundamental knowledge, skills, methods, and templates commonly used to manage performance in the public sector. The second course builds on the first, by integrating RBM into key management functions (e.g. planning, risk assessment, monitoring and evaluation, reporting, auditing, etc.). At the end of the course, participants will understand the basic principles of RBM and will be able to more effectively apply the RBM and performance management in a public sector and non-profit environment.
Who Should Register?
This course targets public sector employees from all levels of government and from non-profit organizations who are seeking fundamental information on results-based management and how it can support policy and program management.
Module 1: RBM Principles and Basics
This course directly addresses the following questions related to the general principles of Results-Based Management : What is RBM? How do you construct a Performance Measurement Framework (PMF) and strategy? What are the key components? How do you apply a PMF in various public sector contexts?
Topics for this course will involve coverage of the key requirements for a PMF, including:
- Planning and Performance Management
- Performance (Results) Measurement Framework
- Theory of Change
- Logic Model
- Benefits Realization Management (BRM)
- Performance Information Profile (PIP)
- Performance Indicators, Setting Baselines, Results Collection Methods, Sources and Other Measurement Parameters
- Basic Measurement and Evaluation Strategy
- Emerging Trends
Training Director: Steve Montague, FCES CE. PPX Board member, Partner, Performance Management Network Inc.
Module 2: RBM Functions and Tools
This course introduces participants to an integrated approach to Results-Based Management by addressing the following questions: What are the linkages between the various functions and tools to plan, measure, monitor and manage results? What are the linkages between planning, risk assessment, performance measurement, monitoring, evaluation, and audit? How do you integrate these different performance management functions?
Topics for this course will include integrated functions and tools involved in RBM, including:
- Integrating RBM: An Introduction
- Functions and Tools:
- Risk Management
- HR Performance Management
- Project Management
- And Others:
- Treasury Board Submissions (in collaboration with TBS)
- Using RBM in decision-making, implementation, and service delivery: what management can and should be doing with this information?
- Emerging trends: Gender-Based Analysis+; post-COVID-19 management environment; organizational culture; quality of life; etc.
Prerequisite: Participation in this course requires either completion of Module 1 “RBM Principles and Basics” or “RBM 101” delivered through PPX in past years or demonstration of significant pre-existing knowledge of Results-Based management.
Training Director: Eric Champagne, Ph.D. PPX Board member, Professor of Public Administration at the University of Ottawa’s School of Political Studies, and Director, Centre on Governance.
Dates and Details of RBM Course Delivery
Module 1: RBM Principles and Basics
April 21, 2022 (9:00 am – 12:00 pm EST) and, April 28, 2022 (9:00 am – 12:00 pm EST)
Module 2: RBM Functions and Tools
May 6, 2022 (9:00 am – 12:00 pm EST) and May 13, 2022 (9:00 am – 12:00 pm EST)
The sessions will be conducted online using Zoom. Support materials will be provided in advance and after sessions.
Maximum registration 25 participants.
Steve Montague, FCES, CE Performance Management Network Inc Shannon Townsend, M.P.M., C.E., Senior Manager, Evaluation at Environment and Climate Change Canada
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.
Shannon Townsend, M.P.M., C.E., has worked in the area of planning, performance measurement and reporting, and evaluation for over 25 years, both in the public and private sectors. This has included time delivering performance measurement and evaluation products for departments such as ESDC, Health Canada, the Public Health Agency of Canada, the National Research Council of Canada, Indigenous and Northern Affairs and Environment and Climate Change Canada. She was also involved in the oversight of the implementation of the Policy on Evaluation while with the Treasury Board Secretariat’s Centre of Excellence for Evaluation and has played an extensive role in the review and development of performance measurement frameworks and profiles in numerous departments. Shannon is currently a Manager, Planning Team, with Environment and Climate Change’s Strategic Policy Branch.
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 course will answer these questions by covering Results-Based Management (RBM) and Performance Measurement Strategy (PM Strategy) fundamentals across three two hour sessions – drawing directly from current World and Canadian Government guidance – including updated guidance for the Government of Canada Results Policy. Participants will get directly interactive experience in building key elements of a performance measurement strategy including the logic model (theory of change) and a performance measurement framework- including indicators development and key elements of the Performance Information Profile (PIP).
The topics for this course will involve coverage of the key requirements for a Performance Measurement Strategy including:
- Results Framework
- Logic Model (Theory of Change)
- Program Information Profile (Indicators, methods, sources and other measurement parameters)
- Evaluation Strategy
This course will be useful for anyone seeking fundamental information on how to build and use a results and performance measurement framework + strategy – with specific emphasis on Government of Canada applications – but also applicable to other government, not-for-profit and other mission-oriented environments.
Training Lead: Mark Paine
Mark Paine has vast experience in the planning field and refers to himself as a practitioner and planning curious! He started his journey in planning within the Canadian Armed Forces and then within the Private Sector and ultimately within the Civil Service where he has completed 31 years of service in positions of increasing span and responsibility. Currently he is leading the digitization of the Indigenous Services Canada iBP (Integrated Business Planning processes) breaking down information silos into a unified system to provide intelligence and insights to decision makers to improve Results.
Integrated Planning in a Results-Based Environment can seem like a daunting challenge. In this series of bite sized workshops, participants will gain insights into breaking it down into its manageable components and see that the whole is greater than the sum of its parts. Our facilitator has over 35 years of combined significant and relevant experience in the Civil Service, Canadian Armed Forces and private sector; all of which brought to bear on planning in an RBM world…and one that is of increasing significance as the public sector faces complex challenges.
Murray Kronick, CMC, FCMC, National Service Lead, Performance Management, 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 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.
Maximum registration 25 participants.
Basil Orsini, Retired. Following in work in program delivery at national, regional and local levels, he worked for many years in internal audit in six large federal organizations, including as Chief Audit Executive. He was also active for many years in The Institute of Internal Auditors, including writing certification exam questions.
Tom Wileman, Retired. As a performance auditor with the Office of the Auditor General of Canada for twenty years, he worked as Audit Principal for the last eight, responsible for leading audit teams, particularly in government-wide audits. Before joining the OAG, he worked on Parliament Hill as a Research Officer for the Standing Committee on Public Accounts.
This course is designed to inform and assist departmental officials responsible for audit liaison. Each of the two segments highlights interactions with audit teams through the life cycle of internal and then external audits (OAG Performance Audits). The course leaders are experienced audit practitioners who will share insights, tips and stories on how departmental and branch audit liaison can promote more beneficial audit products.
To facilitate greater participation, the course will be given in zoom format to a maximum of 25 participants.