1 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010 Presentation to ASKN workshop, Dakar Stats SA: Planning &...
-
Upload
crystal-carpenter -
Category
Documents
-
view
215 -
download
0
Transcript of 1 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010 Presentation to ASKN workshop, Dakar Stats SA: Planning &...
1 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Presentation to ASKN workshop, Dakar
Stats SA: Planning & reporting: “Getting statisticians to plan, monitor &
report”
Annette MyburghExecutive Manager: Programme Office
Statistics South Africa
28 September 2010 to 1 October 2010
2 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Content
1. Statistics South Africa: Challenges regarding planning, budgeting & reporting
2. South Africa: Legislation on planning, budgeting, monitoring & reporting
3. South Africa: Planning, budgeting & reporting cycle of Government
4. Stats SA: Developed integrative planning, budgeting & reporting cycle
5. Stats SA: Key concepts in planning, budgeting & reporting
3 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Content
6. Stats SA: Developed planning & budgeting process
7. Stats SA: Strategic planning
8. Stats SA: Project & operational planning, budgeting & reporting by statisticians
9. Stats SA: Integrated outputs from operational planning
10. Stats SA: Management information reports
11. Stats SA: Management information website
4 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
1. Statistics South Africa (Stats SA):Challenges regarding planning,
budgeting & reporting
5 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Statisticians
1. Challenges faced by Stats SA
Lack of management experience & knowledge of planning, budgeting & reporting
Lack of capability & capacity in project & operational planning, budgeting & reporting
Lack of integration across functions, operations & projects during implementation
Lack of coordination
Lack of management information
6 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
2. South Africa: Legislation on planning, budgeting, monitoring &
reporting
7 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
As national government department Statistics South Africa has to comply with legislation regarding planning, monitoring & reporting (supplying performance information):
• Statistics Act (Act No. 6 of 1999)
• Public Finance Management Act (PMFA) (Act No. 1 of 1999)
• National Treasury Regulations for government departments (issued in terms of the PFMA) (May 2002)
• National Treasury Framework for Managing Programme Performance Information (May 2007)
2. Legislation on planning, budgeting & reporting
8 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
3. South Africa: Planning, budgeting & reporting cycle of
Government
9 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
OversightBy Parliament
Policy development
Strategic planning
INSTITUTION
Stats SA
Implementation and in-year reporting
Specify performance
indicators
Set targets & allocate
resources
Monitor & take corrective action
Assess & adjust
Operational planning & budgeting
End-year reporting
3. Planning, budgeting & reporting cycle of Government
10 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
4. Stats SA: Developed integrative planning, budgeting & reporting
cycle
11 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
4. Integrative planning, budgeting & reporting cycle
Confirm Stats SA strategy
Cluster strategy, divisionstrategic plan, structure changes
Project & ops plans& MTEF budget
3 - 5 years
3 years
1 year (& next 2years)
Op
era
tion
s/
se
rvic
es
Ac
tivitie
s/
se
rvic
esP
roje
cts
Quarterly reporting by divisions (quarterly
reporting to Minister & National Treasury)
Monthly reporting per project/activity/service
to EXCO/Minister/Treasury &
weekly/monthly reporting to
PSC/DDG/EM/Manager
Annual reporting by divisions (annual
reporting to Parliament)
Confirm prioritiesFinalise div strat plan,ops plans, ENE budget
Daily performance, & reporting at
team/progress meetings feeding into quarterly performance reports
Oct, Nov & Dec
DDGs
EMs
PMs
OMs
TimeWho?
MarIndivi-duals
May & Jun
Sub-mitJul
PMs
OMs
Apr & early May
DDGs
EMs
EarlyApr
SG DDGs
Oct, Nov & Dec
DDGs
EMs
PMs
OMs
TimeWho?
MarIndivi-duals
May & Jun
Sub-mitJul
PMs
OMs
Apr & early May
DDGs
EMs
EarlyApr
SG DDGs
Pro
jec
ts/
rec
urr
ing
pro
jec
ts
Individualperformance
plans
1 year
12 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
5. Stats SA: Key concepts in planning, budgeting & reporting
13 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
IMPACT
OUTCOMES
OUTPUTS
ACTIVITIES
INPUTS
What we aim to change
What we wish to achieve
What we produce or deliver
What we do
What we use to do the work
Plan, budget, implement (operational planning & budgeting)
Manage towards achieving results (Strategic planning)
5. Key concepts in planning, budgeting & reporting
14 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
6. Stats SA: Developed planning & budgeting process
15 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
6. Planning & budgeting process
Cabinet Lekgotla
Cabinet Lekgotla
Government planning/ policy development
Stats SA integrated strategic & operational planning & budgeting
Confirm strategic & operational plans & budgets
MTSF/ National priorities
Programme of action
Strategic direction
Strategic direction
Confirm strategic objectives
Strategic priorities
MTEF planningMTEF
planning
3 year priorities & plans
Divisional strategic plans
1 year detail plan & budget
Operational plansMTEF request
OperationalPlanning & budgeting
OperationalPlanning & budgeting
April
January
April/ May
Cluster/Divisional strategic planning
Cluster/Divisional strategic planning Oct/
Nov/Dec
Budget allocation – confirm 3-year plans
Stats SA’s work programme
May/ June
Confirm 1 year detail plan & budget
ENEOperational plans
OperationalPlanning & budgeting
OperationalPlanning & budgeting
16 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
7. Stats SA: Strategic planning
17 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Vision of Stats SA
Your leading partner in quality statistics
Your leading partner in quality statistics
17
7. Stats SA: Strategic planning
18 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Mission of Stats SA
To lead and partner in statistical production
systems for evidence-based decisions
To lead and partner in statistical production
systems for evidence-based decisions
18
7. Stats SA: Strategic planning
19 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
1. To expand the statistical information base by increasing its depth, breadth & geographic spread
2. To enhance public confidence & trust in statistics
3. To improve productivity & service delivery
4. To lead the development & coordination of statistical production within the South African National Statistics System
5. To invest in the learning & growth of the organisation
6. To promote international cooperation & participation in statistics
Stats SA: Strategic Objectives
19
20 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
1. Large projects e.g. Population Census, Living Conditions Survey, Income & Expenditure Survey, ISI 2009 etc.
2. Recurring projects e.g. Monthly Consumer Price Index, Quarterly Labour Force Survey, Quarterly Financial Statistics etc.
3. Other operations e.g. profiling businesses, updating business frame / dwelling frame
4. Services e.g. procurement, logistics, financial services, security, IT services etc.
Major types of activities of Stats SA
21 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8. Stats SA: Project & operational planning, budgeting & reporting by
statisticians
22 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
“Spectacular achievement is always preceded by spectacular preparation” – Robert Schuler
23 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
•Developed frameworks, process, guidelines & templates for project / recurring project / operational management (including detailed planning & reporting)
•Developed statistical value chain for Stats SA – basis for planning, monitoring & reporting•Trained/empowered staff in detailed planning, monitoring & reporting annually to enhance capabilities
•Developed practical Project Management Course based on the Project Management Framework & statistical value chain to enhance capabilities•Trained Project Managers & potential Project Managers
How did we get statisticians to plan & report?
24 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.1 Developed frameworks, guidelines & templates for detailed
planning & reporting
How did we get statisticians to plan & report?
25 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
• Stats SA: Project Management Framework
• Stats SA: Recurring Project Management Framework
• Stats SA: Operations & Services Management Framework
8.1 Frameworks based on types of activities
26 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.1 Stats SA: Project Management Framework
How do I
Project mana-gement phase
Main activities Expected outputs Frequency
1. Start / plan a
project?
Stakeholder & business needs & requirements determination
Determine stakeholder & business needsDevelop project idea & compile a business case (plan project at a high level)
Stakeholder needs & requirements documentApproved Business Case
At the start of the project
Project initiation & definition
Register projectDefine & plan project further (sub-projects / key phases & activities) & compile Project Charter including project governance structureSubmit Project Charter for approvalEstablish Project Management Support Office
Registered budgeted projectApproved Project CharterFunctional Project Management Support Office
At the start of the project
27 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
How do I
Project mana-gement phase
Main activities Expected outputs
Frequency
1. Start / plan a
project?
Project planning, scheduling & budgeting (detail)
Identify inputs, process & outputs & list sub-projects / key phases & activities & high level linkages with other divisions / projects within Stats SA etc.Map project processesIdentify, list & sequence sub-projects / key phases, activities & tasks (based on project value chain) & outputsEstimate duration of each sub-project / key phase, activity & taskIdentify critical pathAssign timelinesSchedule sub-projects / key phases, activities & tasksIdentify milestonesIdentify performance indicators & targetsAssign responsibilitiesIdentify linkages with (support needed from) other divisions / projects within Stats SA (integration across functions within Stats SA is important)Identify & assess project risks & compile risk management planIdentify resources neededCompile resources & demand management planCompile project communication management strategy & planCompile project documentation management strategy & planCompile quality management strategy & planCompile change management strategy & planCompile contract management plan (if relevant)Cost the project & compile project budgetSubmit approved project planning documents & budget
Project value chainProject process mapNetwork diagram & critical pathWork breakdown structure & project scheduleProject risk management planProject resource & demand management planProject communication management strategy & planProject documentation management strategy & planProject quality management strategy & planProject change management strategy & planProject contract management planApproved baseline project plan & budget
At the start of the project & annually for the new financial year by the end of June with the final version after the budget allocation has been announced i.e. by the end of November
8.1 Stats SA: Project Management Framework
28 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
How do I Project manage-ment
phase
Main activities Expected outputs Frequency
2. Manage & control a
project?
Project execution, monitoring & reporting
Initiate & organise work within each sub-project / key work phaseUpdate sub-project plansDo actual work according to plansManage, control & monitor activities & tasks, & performanceCompile status, progress/ performance & production reports against plans
Updated sub-project plansProject scope change requests & logsUpdated project risk management plan & logsProject decision logsProject action logsRegular project production, progress & status reportsMonthly progress / performance against planned project milestone reports - to be submitted to Programme OfficeRegular project expenditure against budget reports
Continuously / weekly/ monthly
8.1 Stats SA: Project Management Framework
29 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
How do I Project manage-ment
phase
Main activities Expected outputs Frequency
3. Finish/ close a
project?
Project output delivery to stakeholders, evaluation & closure
Deliver outputsFinalise & archive project documentationEvaluate project & determine lessons learntCompile project evaluation & closure reports
OutputsAll final project documentation filed e.g. plans, operations manuals, reports etc.Debriefing documents containing lessons learntProject evaluation & closure reports
At the end of the project i.e. project closure
8.1 Stats SA: Project Management Framework
30 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Project management knowledge areas
1.Integration
management
Project plan development
Project plan executionOverall change control
2.Scope
management
Project initiationScope planningScope definition
Scope verificationScope change control
3.Time
managementActivity/task definition
Activity/task sequencingActivity/task duration
estimatingSchedule development
Schedule control
4.Financial
management
Resource planningCost estimatingCost budgeting
Cost control
5.Quality
management
Quality planningQuality assurance
Quality control
6.Human
resources management
Organisational planningGovernance structure
Staff acquisitionTeam development
7.Communication
management
Communication management
Information distributionPerformance reportingAdministrative closure
8.Risk
management
Risk identificationRisk assessment
Risk response action plan
Risk response control
9.Procurement &
contract management
Procurement planningTender planning,
tenderingSource selection
Contract administrationContract close out
10.IT management
RequirementsPlanning
UtilisationReporting
Maintenance
Project Management
8.1 Stats SA: Project Management Framework
31 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.2 Developed project & operational planning & budgeting process &
components of a plan
How did we get statisticians to plan & report?
32 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.2.1 Steps for compiling project, recurring project, other operations & service plans & budgets
33 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.2.2 Project & operational plan components
•Develop / confirm project / operation / service value chain
•Develop project / operation / service Work Breakdown Structure
•Develop / confirm project / operation / service governance & organisational structure
•Develop project / operation / service risk mgt plan
•Develop project / operation / service resource & demand mgt plan
•Compile project / operation / service budget
34 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
•Compile project / operation / service communication mgt plan
•Develop project / operation / service document mgt plan
•Develop project / operation / service quality mgt plan
•Develop project / operation / service change mgt plan
•Develop project / operation / service contract mgt plan
8.2.2 Project & operational plan components
35 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.3 Developed statistical value chain - basis for planning,
monitoring & reporting
How did we get statisticians to plan & report?
36 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
IMPACT
OUTCOMES
OUTPUTS
ACTIVITIES
INPUTS
What we aim to change
What we wish to achieve
What we produce or deliver
What we do
What we use to do the work
Key concepts in planning & reporting
Plan, budget, implement (operational planning & budgeting)
Manage towards achieving results (Strategic planning)
37 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Input Process Out-puts
Out-come
8.3 Value chain framework
38 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
What does the value chain mean?
What we use
to do the
work / how
What we do
What we
pro-duce
or deli-ver
What we
wish to ac-hieve
Input Process Out-puts
Out-come
39 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.3 Statistical value chainInput Survey process Outputs
1.Need
& plan
2.De-sign
3. De-
velop/build
Outcome
4. Col-lect
5. Pro-cess
6. Ana-lyse
& com-pile pu-
blica-tion
Policy formu-lation
7. Dis-se-mi-nate
Meta-data
Statis-tical
release
Final dataset
Electro-nic pro-ducts
Stake-holder requi-rement
Inter-natio-
nal gui-delines
Stats SA’s
strate-gic
themes & ob-
jectivesGovt
priori-ties & legal
frame-work
Human resour-
cesIT
resour-ces
Finan-cial re-sour-ces
Leader-ship
40 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Input Survey process Outputs
1.Need
& plan
2.De-sign
3. De-
velop/build
Outcome
4. Col-lect
5. Pro-cess
6. Ana-lyse
& com-pile pu-
blica-tion
Policy formu-lation
7. Dis-se-mi-nate
Meta-data
Statis-tical
release
Final dataset
Electro-nic pro-ducts
Stake-holder requi-rement
Inter-natio-
nal gui-delines
Stats SA’s
strate-gic
themes & ob-
jectivesGovt
priori-ties & legal
frame-work
Human resour-
cesIT
resour-ces
Finan-cial re-sour-ces
Leader-ship
1.1 Con-sult
stake-holders (infor-mationrequi-
re-ments
& needs)
8.3 Statistical value chain
41 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.3 Stats SA: Statistical value chain & linkages/integration framework
Need &
planBuild Collect Process
Analyse& com-
pile publi-cation
Dis-semi-nate
National Accounts
ProgOffice
Finance
HRM
Stake-holders
De-pendon?
Who should be involved?Provi-de to
?
Input Statistical processOut-put
Out-come
Stats SA
Govern-ment
Stats SA users
Bene-ficia-ries?
Linkages / integration
ICT
Other projects
Resour-ces
Economic growth
Job creation
Stake-holders
Strategy
Environ.
Corporate governan-
ce
Design
42 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Input Statistical production process Outputs
1.Need &
plan
2.Design
3. Build
Stakeholder requirement
Outcome
4. Collect
5. Process
International guidelines
6. Analyse & com-pile pu-
blication
2.1 Survey methodology
3.2 Final instruments
2.4 Data processing
methodology2.5 Documen-
tation e.g. operations &
training manuals, specs etc.
4.3 Completed instruments
Price policy formulation
Economic growth &
policy formulation
Poverty alleviation &
policy formulation
Design & test
instruments
Compile Business Case & confirm need
Recruit field staff
Produce statistical
results
Do publicity & manage
respondents
Manage processing (production & progress
reports, pro-blems etc.)
Validate & benchmark statistical
resultsCapture data in electronic
format
Determine stakehol-
ders information
require-ments & needs
7. Dis-
semi-nate
Prepare electronic products
Edit & validate
draft content/
statistical release & finalise
Develop detail
project plan & budget
Obtain financial support
Compile Project Charter
Compile & discuss
tabulation plan
Compile documenta-
tion e.g. operations &
training manuals,
specs, edit rules etc.
Design dataprocessing
methodology
Design & develop data processing
systems (e.g. specs)
Design & dev analysis / publication
systems
Interpret statistical
results
Prepare content / statistical release / report for dissemi-nation
(Tables, graphs, write-up, editing of
publication)
Do data confrontation
Train field staff
Manage fieldworkers (problems,
loss control, accidents,
incidents) & compile progress reports
Close off collection (in
field, PO)
Collect data & manage
respondents
Do quality assurance (in field & from HO)
Stats SA’s strategic
themes and objectives
Government priorities &
legal framework
Human resources
IT resources
Financial resources
Prepare metadata
4.1 & 5.2 Progress & production
reports
7.1 Metadata
7.3 Statistical release
Determine survey
methodo-logy
5.1 Final dataset
Conduct quality control
Load & dissemi-nate via
Web
Compile press state-ments
Do QA on processed
dataPerform macro editing
Publish & manage
first release
Manage user
enquiries
Conduct peer
reviews / stakeholder
meetings
Produce clean data-
set
Pay fieldworkers
Design survey
methodology (collection meth, pop
frame, stds, definitions,
classifi-cations etc.)
Design sample
1.4 Project/ops
plan & budget
1.3 Project Charter
1.2 Business Case
1.1 Stakeholder
needs
2.2 Tabulation plan
3.3 Data processing &
analysis systems
Conduct pilot survey
& adjust instruments, methodolo-
gy &, documents
Test & enhance
technology solution
(data processing systems)Design ops
require-ments
(Logistics & HR)
Select sample
Print instruments & training manuals
Do forward logistics (e.g.
venues; accom;
equipment; dispatch
instruments, manuals, bibs, id cards;
transport, petrol cards)
Do QA to verify
completed instruments
Run imputations / estimations
Sign-off statistical release
Print statistical release
Recruit pro-cessing staff
Train pro-cessing staff
Compile MTEF
submission (plan & budget)
7.2 Electronic products
Leadership
Project Manage-
mentSupport Office
Send instruments
to HO
Examine source data
Etc.
3.1 Sample
2.3 Ops requirements
Compile clearance document
6.1. Clearance document
8.3 Stats SA: Statistical value chain & relevant activities: Household Surveys
43 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Input Statistical production process Outputs
1.Need &
plan
2.Design
3. Build
Stakeholder requirement
Outcome
4. Collect
5. Process
International guidelines
6. Analyse & com-pile pu-
blication
2.1 Survey methodology
3.2 Final instruments
2.4 Data processing
methodology
4.2 Written project
communica-tion
2.5 Documen-tation e.g.
operations & training
manuals, specs etc.
4.3 Completed instruments
Price policy formulation
Economic growth &
policy formulation
Poverty alleviation &
policy formulation
Design & test
instruments
Compile Business Case & confirm need
Recruit staff
Produce statistical
results
Do publicity & manage
respondents
Manage processing (production & progress
reports, pro-blems etc.)
Validate & benchmark statistical
resultsCapture data in electronic
format
Determine stakehol-
ders information
require-ments & needs
7. Dis-
semi-nate
Prepare electronic products
Edit & validate
draft content/
statistical release & finalise
Develop detail
project plan & budget
Obtain financial support
Compile Project Charter
Compile & discuss
tabulation plan
Compile documenta-
tion e.g. operations &
training manuals,
specs, edit rules etc.
Design dataprocessing
methodology
Design & develop data processing
systems (e.g. specs)
Design & dev analysis / publication
systems
Interpret statistical
results
Prepare content / statistical release / report for dissemi-nation
(Tables, graphs, write-up, editing of
publication)
Do data confrontation
Train staff
Manage staff & compile
reports e.g. progress & production reports etc.
Close off collection
Collect data & manage
respondents
Do quality assurance
on data collected
Stats SA’s strategic
themes and objectives
Government priorities &
legal framework
Human resources
IT resources
Financial resources
Prepare metadata
4.1 & 5.2 Progress & production
reports
7.1 Metadata
7.3 Statistical release
Determine survey
methodo-logy
5. Final dataset
Conduct quality control
Load & dissemi-nate via
Web
Compile press state-ments
Do QA on processed
dataPerform macro editing
Publish & manage
first release
Manage user
enquiries
Conduct peer
reviews / stakeholder
meetings
Produce clean data-
set
Design survey
methodology (collection meth, pop
frame, stds, definitions,
classifi-cations etc.)
Design sample
1.4 Project/ops
plan & budget
1.3 Project Charter
1.2 Business Case
1.1 Stakeholder
needs
2.2 Tabulation plan
3.3 Data processing &
analysis systems
Conduct pilot survey
& adjust instruments, methodolo-
gy &, documents
Test & enhance
technology solution
(data processing systems)Design ops
require-ments
(Logistics & HR)
Select sample
Print instruments & training manuals
Identify post-out
population and data services
Do QA to verify
completed instruments
Run imputations / estimations
Sign-off statistical release
Print statistical release
Recruit staff
Train staff
Compile MTEF
submission (plan & budget)
7.2 Electronic products
Leadership
Project Manage-
ment Support Office
Examine source data
Etc.
3.1 Sample
2.3 Ops requirements
Compile clearance document
Post / distribute
instruments
8.3 Stats SA: Statistical value chain & relevant activities: Business Surveys
44 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.4 Core competencies: Plan for capabilities
How did we get statisticians to plan & report?
45 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Capability Plan & manageIntellectual Plan for skills required for producing
statistical informationTechnological Plan for people, information technology &
information systems central to production of statistical information
Logistical Plan for processes & systems to collect statistical information on a large scale from various sources in the field
Administrative Plan & manage statistical environment including communication & public relations & governance
8.4 Core competencies: Plan for capabilities
46 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.5 Facilitated project & operational planning process mapping:
Example
How did we get statisticians to plan & report?
47 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
1Receiving boxes from
the field
4Capture received
boxes on DPMS and label them for storage
10Check that for each QID,
instruments are there, and verify the primary key No. and the result code
11Damaged
instruments
12Transcribe
13Complete the control sheet
19Save the final table
9Check in
boxes to this process
Storeroom Management
15ACapture the 1st control sheet on
DPMS and save.
21Receive boxes from stores and check them in
for primary preparation
22Perform primary preparation by
verifying the primary key number, removing foreign objects and
separating instruments by their cut-off spines.
23Check out boxes from primary preparation
and send them back to Stores.
24Check boxes in for
guillotining and guillotine instruments
25Check out boxes from
guillotine and send them back to Stores.
26Check boxes in for secondary
preparation and double check that guillotined instruments are not mixed up, verify primary key
number and ensure that there are no foreign objects.
27Group batches and check out boxes from secondary
preparation and return them to stores.
29Scan prepared
instruments
28Receive boxes from stores and
check them in for scanning
30Stored images
41Text file repository
for summary questionnaires
34Check out boxes and return to stores
38Request a PSU box for verification, check it in, verify the information,
check out the PSU box and send it back to stores.
39Run the transfer and transpose
module
40Edit Database for
Main Questionnaire and Diaries
16DPMS
Database
32 Recognition and interpret
36Verified & validated images?
48Are there Analysis
errors?
45Request PSU boxes from stores, check them in, edit errors
and check boxes out
49Print the
Analysis error report and edit
errors
40Edit
Database
Yes No
Yes
Editing
Analysis40
Edit Database
50Import from SQL to SAS
53Weighting
51SAS
Database
55Output Edits
63Change Management
64Risks and Issues Management
Project Support Office and Project Resource Management
Stats SA: IES 2005/2006: Data Processing Process Flow
No
Quality Assurance
Quality assurance will be performed by Supervisors, Quality Assurers, Statisticians or main users during scanning and recognition, editing, analysis and publication processes. For box content verification, second capturing of the control sheet will be for QA purposes. For transcription, preparation and guillotining, QA is build into the process, e.g. process 26 is checking and verifying process 22. Escalation procedures will be followed when required.
31Eyes & Hands
Database
60Planning
61Monitoring and Reporting
62Resource Management: HR,
FMLS, Finance and Procurement
59Publication and Dissemination
Publication
5Requisition of PSU boxes
6Creates pick-lists on the
DPMS, issue list and check boxes out of stores
7Boxes delivered
at their respective
destinations
8Return boxes to
storesUpdate DPMS
5AProcess
prioritisation
No
52Data
Cleaning
54SAS Database
with weightings
56Clean edited Data for CPI
57Tabulation
58Statistical Reports
15BCapture the 2nd control sheet on DPMS for QA
purpose & save.
Yes
40Edit
Database
42Run an edit
module
43Errors?
Yes
44Print an error
report and submit for input
editing47
Errors?
No
17Compare the two data sets
20Use the error report to edit errors & save
18Match?
No
Yes
2Capture received boxes from the
field on a spreadsheet
3Hand-over
received boxes to data processing
Box Content Verification Preparation and Guillotining
Scanning, Recognition and Verification
14Check out boxes
from BCV and send them back
to Stores.
33Recognised?
37Transcribe and set aside the PSU box
for re-scanning
Yes
31
No
35Verification
and validation
46Run the edit
module once more on edited boxes to
check for errors again
No
Yes
8.5 Process mapping: Example
48 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.6 Developed & trained on Project Management Course
How did we get statisticians to plan & report?
49 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.6 Project Management Course
To provide a step-by-step practical approach to successful quality project management enabling participants to lead & manage a project using various resources to deliver desired results.
Aim of Project Management Course
50 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.6 Project Management Course
Project Management Course Content• General project management
• The project life cycle
• Determine project stakeholder needs
• Compile business case for a project
• Initiate & define project & compile project charter for project
• Plan & schedule a project
• Project scope mgt
• Project time mgt
• Compile budget for a project
• Project demand & procurement mgt
• Project quality mgt
• Project risk mgt
• Project communication mgt & project control system
• Project execution
• Project administration, document mgt & change control including responsibilities of a Project Management Support Office
• Project meetings & workshops
• Working as project team member
• Financial mgt • Close a project
• Project integration mgt
51 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
8.7 Provided expertise & support to project teams
How did we get statisticians to plan & report?
52 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
9. Stats SA: Integrated outputs from operational planning
53 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
• Stats SA: Integrated planned publication calendar
• Stats SA: Integrated planned schedule for field surveys
• Stats SA: Planned key events schedule
9. Integrated outputs from operational planning
54 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Stats SA: Extraction from integrated planned publication calendar for 2010/2011
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar
Monthly
Reference period
Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11
Planned date (5 weeks after reference month - first Thursday of month)
7 4 4 1 6 3 1 5 2 7 4 2 6 3 3
Reference period
Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11
Planned date (6 weeks after reference month - second Thursday of month)
14 11 11 8 13 10 8 12 9 14 11 9 13 10 10
Reference period
Nov-09 Dec-09 Jan-10 Feb-10 Mar-10 Apr-10 May-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Jan-11
Planned date (on a Wednesday 6 weeks after reference month/within 42 days after reference month)
12 11 11 8 12 10 8 11 8 12 11 9 11 10 10
Electricity generated and available for distribution (Monthly)
Mining: Production and sales based on administrative sources (Monthly)
Manufacturing: Production and sales (Monthly)
Statistical Release / Report
Indicator / target
2010 2011
9. Integrated outputs from operational planning
55 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Stats SA: Extraction from integrated planned schedule for large field surveys for 2010/2011
9. Integrated outputs from operational planning
Legend: Achieved Discontinued
Ap
r
May
Jun
Jul
Au
g
Sep Oct
No
v
Dec
Jan
Feb
Mar
1. Develop survey methodology/design and select sample
QLFS Number of Dwelling Units (DUs) selected
30 520 (Q3 2010) Differ from quarter to quarter
Quarterly 2 27 23 25 Apr: May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to QLFS quarterly.
Methodology and Evaluation: Caiphus Mashaba
Domestic Tourism Survey (DTS) 2010
Number of Dwelling Units (DUs) selected
31 027 25 January 2010
Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to Social Statistics annually. This is normally during January each year, unless Social Statitics requests the sample at another date.
Methodology and Evaluation: Caiphus Mashaba
General Household Survey (GHS) 2010
Number of Dwelling Units (DUs) selected
32 033 31 March 2010
31 Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to Social Statistics annually, The next sample for GHS 2011 will be provided to Social Statistics by the end of March 2011.
Methodology and Evaluation: Caiphus Mashaba
Volunteer Work Survey (module of QLFS)
Number of Dwelling Units (DUs) selected
31 995 22 March 2010
Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
QLFS methodology and standards, together with the sample will be utilised.
HLMS: Yandiswa Mpetsheni
Child Labour Survey (module of QLFS)
Number of Dwelling Units (DUs) selected
31 995 2 June 2010
1 2 Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
QLFS methodology and standards, together with the sample will be utilised.
HLMS: Yandiswa Mpetsheni
Number of Primary Sampling Units (PSUs) selected
3 254 10 May 2010
10 31 Apr: May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
3 080 PSUs are to be selected and provided to Household Budget Surveys (HBS) during the first week in May 2010. An additional 174 Urban PSUs will also be sampled and provided to HBS during May 2010. Listing should be finalised by the end of July 2010.
Methodology and Evaluation: Caiphus Mashaba
Number of Dwelling Units (DUs) selected
32 560 (approxi-mately)
25 May 2010
25 31 Apr: May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
3 080 PSUs are to be selected and provided to Household Budget Surveys (HBS) during the first week in May 2010. An additional 174 Urban PSUs will also be sampled and provided to HBS during May 2010. Listing should be finalised by the end of July 2010.
Methodology and Evaluation: Caiphus Mashaba
Responsible person
Delayed Approved change of baseline planPlanned period (start to end)
General commentsPlanned milestones Key performance
indicator
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter one per month
IES 2010
Not achieved
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter three per month
Slipped
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter four per month
Target2011
Target date
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter two per month
56 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10. Stats SA: Management information reports
57 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.1 Integrated monthly & quarterly milestone report template
58 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.1 Example of monthly/quarterly milestone report2009/2010
Ap
r
May
Ju
n
Ju
l
Au
g
Sep
Oct
No
v
De
c
Ja
n
Fe
b
Ma
r
Financial management:Budget code:…….
Expenditure balanced against budget for 2009/2010 = R 288 692 000
Expenditure balanced against budget for 2009/2010
Cumulative expenditure against budget// % of 2009/2010 budget spent monthly, cumulatively
R288,692 m per month / 8,3% per month, cumulatively (Planned)
31 Mar 2010
R 2
4,1
m
R
11
,4 m
R 4
8,1
m
R
22
,8 m
R 7
2,2
m
R
34
,2 m
R 9
6,2
m
R
45
,6 m
R 1
20,3
m
R 5
7,0
m
R 1
44,3
m
R 6
8,4
m
R 1
68,4
m
R 7
9,8
m
R 1
92,5
m
R 9
1,2
m
R 2
16,5
m
R 1
02,6
m
R 2
40,6
m
R 1
14,0
m
R 2
64,6
m
R 1
25,3
m
R2
88,7
m
R
13
6,6
m
ActualR
10
,6 m
=
3,7
%
R 1
4,9
m =
5
,2%
R 1
8,5
m =
6
,4%
R 2
3,7
m =
8
,2%
R 3
0,1
m =
2
4,3
%
R 3
6,1
m =
2
9,1
%
R4
6,5
m =
3
4,0
%
R 6
1,4
m =
4
5%
Totals
Work Programme page : 55
Tabulation Plan Tabulation Plan approved
Relevancy of tabulation plan and timeliness of tabulation plan
Tabulation plan approved by key stake-holders
30-Jun-09
Apr: As at 30 April 2009 the draft tabulation plan was compiled but not yet approved.
Jul: As at 31 July 2009 the activity was not finalised. The new estimated completion date was set for 30 September 2009.
Oct: As at 31 October 2009 the draft tabulation plan was finalised with inputs from the analysis team.
Jan:
May: New planned end date was set for 12 June 2009. It was indicated that the draft tabulation plan was ready and will be tabled at the Technical Committee meeting.
Aug: As at 31 August 2009 it was reported that a review with the analysis team to finalise the draft tabulation plan was still going to be held
Nov: Feb
Jun: As at 12 June 2009 the tabulation plan was submitted at the technical meeting for approval
Sep: As at 30 September 2009 the activity was not completed as they were still waiting for feedback from the analysis team.
Dec: Mar:
Work Programme page : 55
Resource Mangement Plan
Resource Management Plan approved
Relevancy and timeliness of Resource Management Plan
Resource Management Plan approved by key stakeholders
30-Jun-09
Apr: As at 30 April 2009 the Resource Plan was sent to Corporate Services for review and to be updated.
Jul: A meeting for presentation to the HRM team was scheduled for the first week of July 2009 and it took place. As at 31 July 2009,
Oct: As at 31 October 2009 the recruitment strategywas still not finalised.
Jan:
May: As at 31 May 2009 the activity slipped due to waiting for the way forward from Human Resource Management (HRM). HRM will circulate the first draft of the Recruitment Strategy on 24 June 2009.
Aug: As at 31 August the recruitment strategy was pending
Nov: As at 30 November 2009 the recruitment strategy and payment strategy was not yet received from HRM.
Feb
Jun: As at 30 June 2009 the strategy was not circulated.
Sep: As at 30 September 2009 the recruitment strategy was not yet finalised.
Dec: Mar:
PPC011 Census 2011_Content and Development: Questionnaire for Census 2011 Pilot Survey
Draft tabulation plan
Draft tabulation plan developed
Relevancy and timeliness of tabulation plan
Not Achieved Achieved
30
Summary of progress on the milestone monthly and at the end of quarter 2 . State any reasons, impact and corrective actions taken if milestone is neither Achieved or On Track.
Progress against planned start and end dates for 2009/2010
Stats SA: Monthly & quarterly progress and performance against Annual Work Programme and project/recurring project/ operation and service plans for
Calvin Molongoana
Responsible person
Not Achieved
31
10
Not Achieved
Summary of progress on the milestone monthly and at the end of quarter 4 . State any reasons, impact and corrective actions taken if milestone is neither Achieved or On Track.
Summary of progress on the milestone monthly and at the end of quarter 3 . State any reasons, impact and corrective actions taken if milestone is neither Achieved or On Track.
Division:
Summary of progress on the milestone monthly and at the end of quarter 1 . State any reasons, impact and corrective actions taken if milestone is neither Achieved or On Track.
Population Census - Census 2011
Calvin Molongoana
Project manager / Manager
TargetOutputs for 2009/2010
Executive Manager:
Project/ Recurring project/ Other operation and service number and title
Not Achieved
Milestones for 2009/2010
8 May 2009Recruitment Strategy
Recruitment Strategy approved
12
Perfor-mance indicator 2009/2010
Target date
Not Achieved
Recruitment Strategy aligned to Census 2011 Strategy and structure
8 24Relevancy and timeliness of Recruitment Strategy
Tabulation plan approved by key stake-holders
30 Apr 2009 30
PPC011 Census 2011_Integrated Field Operations (Listing, Publicity & Data collection)
59 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Work Programme page : 55
Census 2011 Pilot questionnaire
Census 2011 Pilot questionnaire approved
Relevancy of questions and timeliness of questionnaire
Census 2011 Pilot questionnaire approved by key stakeholders
30-Jun-09
Apr: As at 30 April 2009 development of questionnaire for Census 2011 Pilot Survey was on track.
Jul: As at 31 July 2009 the questionnaire was signed-off by all Managers
Oct: Jan:
May: As at 29 May 2009 the EM, DDG and SG still had to approve the final questionnaire. New target date was set for 12 June 2009
Aug: Nov: Feb
Jun: As at 12 June 2009 the Project Management Support Office (PMSO) circulated the questionnaire to all managers for sign-off.
Sep: Dec: Mar:
Apr: As at 30 April 2009 design of questionnaire for Census 2011 Pilot Survey was on track.
Jul: Printing is delayed because the questionnaire was sent back to the Designer for corrections. As at 31 July 2009 two layouts of the questionnaire
Oct: As at 31 October 2009 behind the glass testing had not taken place.
Jan:
May: As at 31 May 2009 the questionnaire was sent to a Designer.
Aug: As at 31 August 2009 Census 2011 Pilot Survey questionnaire was printed.
Nov: As at 30 November 2009 the behind the glass resting has not yet been done.
Feb
Jun: As at 30 June 2009 the Designer submitted the design.
Sep: As at 30 September 2009 behing the glass test had not taken place.
Dec: Mar:
Apr: As at 30 April 2009 this activity was delayed due to waiting for the finalisation of the questionnaire.
Jul: Oct: As at 30 September 2003 the translation into Sindebele was still not completed. This activity will only be done in future for the main Census 2011 project.
Jan:
May: As at 31 May 2009 translation booklet slipped due to the questionnaire that was not yet approved. New planned date was set for 30 July 2009.
Aug: As at 31 August 2009 translations into all languages except for Sindebele were completed.
Nov: As at 30 November 2009 a decision was taken that the Ndebele translations will only be done in future for the main Census 2011 project.
Feb
Jun: As at 30 June 2009 the activity was not finalised.
Sep: As at 30 September 2009 translation into Sindebele was still not completed.
Dec: Mar:
Apr: As at 30 April 2009 the approval of plans were delayed pending the translation of the questionnaire.
Jul: As at 31 July 2009 the activity was not finalised.
Oct: As at 31 October 2009 consultation with the analysis team was done. The product plan was completed and submitted to
Jan:
May: As at 31 May 2009 this activity was still not done as the questionnaire first needs to be finalised and translated.
Aug: During August 2009 the activity was scheduled for completion by 15 September 2009.
Nov: As at 30 November 2009 the plans were still awaiting approval by the Technical Committee. The activity will take place by the first
Feb
Jun: As at 30June 2009 the activity was not completed since the team members were concentrating on translations.
Sep: A meeting with the analysis team first needs to be conducted. As at 30 September 2009 consultation with the analysis team was still in progress.
Dec: Mar:
Work Programme page : 55
Fieldwork manuals for pilot Census
Fieldwork manuals for pilot Census approved
Relevancy and timeliness of fieldwork manuals for Census 2011
Fieldwork manuals approved by key stakeholders
30-Aug-09
Apr: Jul: Oct: Jan:
May: Integrated methodologies were approved on 22 May 2009.
Aug: Nov: Feb
Jun: Sep: Dec: Mar:
Apr: Jul: As at 31 July 2009 manuals were finalised and signed-off as planned.
Oct: Jan:
May: As at 31 May 2009 this activity was delayed due to the delay in the approval of methodologies. New planned end date was set for 5 June
Aug: Nov: Feb
Jun: As of 30 June 2009 the training manuals were completed. It was indicated that the training manuals will be signed-off by 1 July 2009.
Sep: Dec: Mar:
Training manuals based on questionnaire and relevant skills required
Methodologies cover integration of listing, publicity, and data collection operations
Questionnaire designed and printed
10 Jun 2009
Product plans for Census 2011 approved by key stake-holders
30-Jun-09 430Census 2011 product plans
Census and CS 2007 product plans reviewed
Relevancy and timeliness of product plans for Census 2011
Translation Booklet
Translation Booklet approved
Accuracy of translations and timeliness of translation booklet
26-Jun-09Translations approved by experts
29
PPC011 Census 2011_Content and Development: Questionnaire for Census 2011 Pilot Survey
10 31Questionnaire designed and printed
Questionnaire designed and printed
Timeliness of printed questionnaire
Questionnaire for Census 2011 Pilot Survey
Questionnaire approved
Relevancy of questions and timeliness of questionnaire
29 May 2009Questions approved by key stakehol-ders
29
1
30
3112
Not Achieved Achieved
Training manuals Training manuals finalised
Relevancy and timeliness of training manuals
22 May 2009 22 5
PPC011 Census 2011_Integrated Field Operations (Listing, Publicity & Data collection)
Integrated field operations methodologies
Integrated field operations methodologies approved
Relevancy and timeliness of integrated field operations methodologies
22 May 2009 22
On Track Achieved
10.1 Example of monthly/quarterly milestone report
60 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.2 Monthly integrated performance reporting linked to
Work Programme of Stats SA
61 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Stats SA: Extraction from monthly status against integrated planned publication calendar for 2010/2011 report
10.2 Example of monthly integrated performance reports
62 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Stats SA: Extraction from monthly status against integrated planned schedule for field surveys for 2010/2011 report
10.2 Example of monthly integrated performance reports
Legend: Achieved Discontinued
Ap
r
May
Jun
Jul
Au
g
Sep Oct
No
v
Dec
Jan
Feb
Mar
1. Develop survey methodology/design and select sample
QLFS Number of Dwelling Units (DUs) selected
30 520 (Q3 2010) Differ from quarter to quarter
Quarterly 2 27 23 25 Apr: There was a slight shift of the timelines for Q3 2010 due to the delay in listing. The sample was delivered before the planned date.May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to QLFS quarterly.
Methodology and Evaluation: Caiphus Mashaba
Domestic Tourism Survey (DTS) 2010
Number of Dwelling Units (DUs) selected
31 027 25 January 2010
Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to Social Statistics annually. This is normally during January each year, unless Social Statitics requests the sample at another date.
Methodology and Evaluation: Caiphus Mashaba
General Household Survey (GHS) 2010
Number of Dwelling Units (DUs) selected
32 033 31 March 2010
31 Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
Methodology and Standards will be providing the sample to Social Statistics annually, The next sample for GHS 2011 will be provided to Social Statistics by the end of March 2011.
Methodology and Evaluation: Caiphus Mashaba
Volunteer Work Survey (module of QLFS)
Number of Dwelling Units (DUs) selected
31 995 22 March 2010
Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
QLFS methodology and standards, together with the sample will be utilised.
HLMS: Yandiswa Mpetsheni
Child Labour Survey (module of QLFS)
Number of Dwelling Units (DUs) selected
31 995 2 June 2010
1 2 Apr: On track.May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
QLFS methodology and standards, together with the sample will be utilised.
HLMS: Yandiswa Mpetsheni
Number of Primary Sampling Units (PSUs) selected
3 254 10 May 2010
10 31 Apr: During April 2010, it was anticipated that the listing for urban areas will only be finalised by end of July 2010 in order to select the additional 174 Urban PSUs. May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
3 080 PSUs are to be selected and provided to Household Budget Surveys (HBS) during the first week in May 2010. An additional 174 Urban PSUs will also be sampled and provided to HBS during May 2010. Listing should be finalised by the end of July 2010.
Methodology and Evaluation: Caiphus Mashaba
Number of Dwelling Units (DUs) selected
32 560 (approxi-mately)
25 May 2010
25 31 Apr: During April 2010, it was anticipated that the listing for urban areas will only be finalised by end of July 2010 in order to select the additional 174 Urban PSUs. May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
3 080 PSUs are to be selected and provided to Household Budget Surveys (HBS) during the first week in May 2010. An additional 174 Urban PSUs will also be sampled and provided to HBS during May 2010. Listing should be finalised by the end of July 2010.
Methodology and Evaluation: Caiphus Mashaba
Time Use Survey Number of Dwelling Units (DUs) selected
32 000 (approx.) 31 August 2010
31 Apr:May:Jun:
Jul: Aug: Sep:
Oct: Nov: Dec:
Jan:Feb:Mar:
The Time Use Survey has not yet been funded, As soon as a budget is allocated, timelines will be planned to ensure for readiness of the sample.
Methodology and Evaluation: Marlize Pistorius
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter two per month
Not achieved
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter three per month
Slipped
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter four per month
Target2011
Target date
General commentsPlanned milestones Key performance
indicator
Summary of performance, reasons for deviations and corrective action taken/to
be taken:Quarter one per month
IES 2010
Responsible person
Delayed Approved change of baseline planPlanned period (start to end)
63 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3 Dashboards(linking operations to strategy)
64 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3 Stats SA: Dashboards
•Serves as early warning system
•Highlights performance against plans & budgets, areas of concern & risks
65 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3.1 Stats SA: Dashboard on priorities
(linking operations to strategy)
66 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3.1 Stats SA: Dashboard on priorities
1. To expand
the statistical information base by
increasing its depth, breadth and geographic spread
6.1
Statistical
develo
pm
ent
in A
frica
5.3
Organisational
capital
5.1Human capital
3.4Functionalityof Provincial &District Offices
3.2Corporate
data processingfacility
3.1
Integrated
approach
to fieldwork
2.7
Inte
grat
ed c
omm
unic
atio
n,
mar
ketin
g &
sta
keho
lder
rela
tions
2.4
Bu
sin
ess
Reg
iste
r
2.3
Dw
elling
Fram
e
2.2
Declaring stats
as official
1.8Safety and Security
1.7
Education
1.6
Health
1.5
Pop
ulat
ion
dyna
mic
s
1.2
Pri
ces
6. To
pro
mo
te
Intern
ation
al
coo
peratio
n an
d
particip
ation
in stats
5. To invest in
learning and growth
of organisation
3. To improve productivityand service delivery
2. To
enh
ance p
ub
lic con
fiden
cean
d tru
st in statistics
1.2.1 Review PPI
1.5.1 Conduct Population Census
2011
1.6.1 NS
S:
Coordinate production
of health stats
1.7.1 NS
S:
Co
ord
inate p
rod
uctio
n
of ed
ucatio
n stats
1.8
.1 N
SS
:C
oo
rdin
ate
pro
du
ctio
no
f cr
ime
stat
s
6.1.1 Participate in statistical
development in Africa
5.3.1 Preparatory phase:
Relocation of S
tats SA5.
1.1
Est
ablis
h S
tatis
tical
Trai
ning
Inst
itute
1.8.
2
Vic
tims
of C
rim
e 20
11
2.2
NSS:
Conduct in
depen
dent q
uality
asse
ssm
ents
usi
ng SASQAF
2.3.1 Develop and maintain
Dwelling Frame
2.4.1 Develop and maintainBusiness Register
2.7.1 Branding of Stats SA2.7.2
Integrated comm
unication
and marketing strategy
3.1.1 Roll out integrated
fieldwork approach
3.2.1 Imp
lemen
t a corp
orate
data p
rocessin
g facility3.
4.1
Dec
entr
alis
e C
orp
ora
te
Ser
vice
s fu
nct
ion
s
Stats SA:Key priorities for 2010/2011
Not achieved / expenditure exceeds allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2% variation
Achieved lateNo information received /
planned milestones not due yet
Legend:
67 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3.2 Programme / cluster dashboards
(linking operations to strategy)
68 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
10.3.2 Stats SA: Programme / Cluster dashboards
Programme 1: Corporate Services
Programme 1 Corporate Services
5. To invest in the learning
and growth of the organisation
3. To improve productivity and service delivery
3.3 Governance and accountability
3.3.3 Hum
an Resource
Managem
ent
Org. Dev. & Change Man.Employment Equity
Career Development
Employee Assisstance Pgm
3.3.4 Facilities Management;
Security & Logistics
3.3.
5 Fi
nanc
ial A
dmin
. &
Man
agem
ent
3.3.6 Co
rpo
rate
Go
vernan
ce
5.3.
1
Corp.
Rel
oc
5.1.1 Human Capacity Development
5.3
Organ
isat
ional
Capita
l
5.1 Human Capital
Benefit Administra
tion
Indiv. Performance Man.
Labour Relations
HR Pro
jects
Rem
uner
atio
nR
ecru
itmen
tH
RM
: Pla
n. &
Rep
ortin
g
New
Building P
roject
Sec
urit
y M
ana
gem
ent
Fleet M
anagement
Travel, A
ccom &
Conf
Facilities Managem
ent
Statistical Training Inst.
Mat
hs
Fo
r S
tats
Cen
sus@
Sch
oolT
raining & D
ev. SA
DC
Tra
inin
g
E-le
arni
ngIT
Tra
inin
g
HCD Plan
ning
& Adm
in.
Legal Services
Risk Management
Policy Co-ordination
Prov. Fin. & Advisory Sup.Supply Chain Managem
ent
Financial Management
Financial Admin
Asset Management
R24,7m
R8,7m
R4,8m
R14,4m
R3,8mR
13,4
m
R5,5m
R3,4m
R8,9m
R7,3m
R4,
6m
R1,
4m
R12,7m
R12,5m
R1
6,4m
R3,7mR4,0m
R2,6m
R11,6
m
R4,
6m
R7,4m R
4,0
m
R2,5m
Not achieved / expenditure exceeds
allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2%
variationAchieved late
No information received / planned
milestones not due yetLegend:
69 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 2: Economic Statistics
Programme 2 Economic Statistics
1.2 Prices
1. To expand the statistical information base by increasing the depth, breadth
and geographic spread
1.3
Emplm
ent
1.1 Economic growth
and transformation
Cons. Genera
l Gov.
Higher Educ. In
st.
Quarte
rly F
in. S
tats
Ann
ual F
in. S
tats
Agriculture Stats
Accom
. IndustryB
us. S
erv.
Indu
st.
Pos
t & T
el. I
ndus
t.
Motor Trade Industry
Manufacturing IndustryFood and B
ev. Industry
Mining & Quarrying Indust. Wholesale Trade Industry
Retail Trade Industry
Mining: P
rod. & S
alesLi
quid
s &
Inso
lven
cies
Civ
il C
ases
Electricity
Manufac.: P
rod. & S
ales
Tourist Accomodation
Bui
ldin
g S
tats
Food & Beverages
Motor Trade Sales
Retail
Tra
de S
ales
Who
lesa
le T
rade
Sal
es
Transport Statistics
CP
IPP
I
Application of Nat. Acc.
GDPNat. Accounts Res.
Socio-Econ. Integr.
R43,1m
R10,0m
R12
,3m
R6,
4m
R3,9m
R7,
2m
R11m
R16,8m
R8,3m
R3,5m
R2,6m
R2,2m
R3,7m R11,8m
R16,9m PP
I Re-engineering
Tra
nspo
rt In
dust
ry
Per
sona
l Ser
vice
s
Electr., Gas & Water Indust.
QES
1.1.
2 Lar
ge Sam
ple S
urvey
s
1.1.
3 F
inan
cial
Sta
tist
ics
1.1.
4 E
con.
A
nal.
&
Res
.
1.1.
5 Nat
.
Accounts
1.3.1
QES &
1.2.1 PPI
1.2.3
CPI1.2.2
PPIR
1.1.1 Short-term Indicators
Not achieved / expenditure exceeds
allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2%
variationAchieved Late
No information received/ Planned
milestone not yet dueLegend:
Fin. Census of Mun.
National Gov.
Provincial Gov.
Extrabudget. Acc & Funds
Non-fin. Census of Mun. Quarterly Fin. _ Mun.Cap. Exp.Public Sect.
10.3.2 Stats SA: Programme / Cluster dashboards
70 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 3: Population and
Social Statistics
Programme 3 Population and Social Statistics
1.5.2 Demographic and Social AnalysisR
1,7m
R5,
9m
Dem
ogra
phic
Ana
lysi
s
and
Them
atic
Rep
ort
Soc
ial A
nal
ysis
and
R
epor
ting
1. To expand the statistical information base by increasing its depth, breadth and geographic spread
R11,1
m
R10,4m
Censu
s 20
11 R
esea
rch
and
Met
hodo
logy
Census 2011 Content
Development and Products
1.5.1 Census Input and O
utput
1.3
Em
plo
ym
ent,
job
c
rea
tio
n a
nd
dec
ent
wo
rk
1.5 Population dynamics
1.5.
3 Hea
lth a
nd Vita
l sta
tistic
s
R16,3m
1.3
.1 H
ou
se
ho
ld L
abo
ur
Mar
ke
t S
urv
ey
R4,7m
2.1.
1 Surv
ey C
oordin
atio
n,
Monito
ring a
nd Eva
luat
ion
Survey Monitoring R3.5m
2.1
Quality
man
agem
ent
syst
em
Recorded Live B
irthsM
ortality and Causes
of DeathR5,5m
Tourism and Migration
Time Use Survey
2. T
o enhan
ce p
ublic c
onfiden
ce
and tr
ust in
sta
tistic
s
Marriages and Divorces
1.9 Safety and
Security
General Household Survey
R6,
0m
1.5.5 Social Analysis
1.1 Economic growth
1.2
Pric
es
an
d sta
bility
R2,5mLiving Conditions Survey
1.5.4 Ho
useh
old
Bu
dg
et
Su
rveys
R6,3m
1.4 Life circumstances, service
delivery and poverty
Income and Expenditure
Survey
Vic
tims
of C
rime
Sur
vey
Dom
estic
To
uris
m S
urv
ey
Quarterly Labour Force Survey
Nat
iona
l Tra
nspo
rt S
urve
y
Survey E
valuation
R2,9m
Not achieved / expenditure exceeds allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2% variation
Achieved LateNo information received/
Planned milestone not yet due
Legend:
R2,2m
Survey C
oordination
10.3.2 Stats SA: Programme / Cluster dashboards
71 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 4: Methodology
and Standards
69%
31%
`
31%
20%
10%
11%
10%
Quality Im
provement U
nitOperations and Maintenance
La
rge
Bu
sin
ess
Un
it
Met
hodo
logi
cal S
uppo
rt Ser
vice
s
for E
con
Stats
Post Enumeration Survey Pilot
Standard Maintenance
Technical Solutions
Standar
ds Dev
elopm
ent
R19,0m
R10
,1m
R6,2m
R1,6m
R6,1m
2.1.2 Survey S
tandards
2.4.1 Business Frames
2.1.1 Methodology and Audit
2.4 Business sampling
frame development a
nd
maintenance
2.1
Quality
man
agem
ent
syst
em
2. To enhance public confi-dence and trust in statistics
Programme 4 Methodology and Standards
Me
tho
do
log
ica
l Su
pp
ort S
erv
ices
for S
oc
Sta
t s
Operations and Maintenance
Technical Solutions
Met
hodo
logi
cal S
uppo
rt S
ervi
ces
for
Eco
n S
tats
Post Enumeration Survey
for Pilot Census
Standards Maintenance
Methodological S
upport Services
for Soc S
tats
R9,8m
R29
,6m
Not achieved / expenditure exceeds allocation
Slipped / expenditure exceeds target by more than
2%
Delayed / concerns / expenditure less than target
by more than 2%
On track / expenditure on target within 2% variation
Achieved LateNo information received/
Planned milestone not yet due
Legend:
10.3.2 Stats SA: Programme / Cluster dashboards
72 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 5: Statistical
Support and Informatics
5.2.
1. S
tati
stic
s D
ata
Man
agem
ent
& T
ech
no
log
y
2.7.1. Publication Services
2.3.2. Geographic Fram
es2.3.1. G
eographic Services
8%6%
5.2.2. DMID
R9,2m R9,6m
R19,2m
R4,6m
R5,2m
R0,7m
Geo Support research & analysis
Geo Support - Surveys
Geo S
uppo
rt - C
ensu
s
Geo
Dba
se &
app
licat
ion
Dire
ct D
igita
l Cap
turin
g
R7m
R15
,9m
R31,1
m
R3,8m
Informal areas
(Geo Fram
es)
Dwelling Fram
e-Adressing
Formal areas
(Geo Frames)
Dwelling Frame
Admin bound, place names & EAs
R5,8m
R7,3mE
lect
roni
c P
rodu
ct
deve
lopm
ent
Prin
ting
& D
istr
ibut
ionR
4,4m
R6,3m
R3.
5m
R1.
8m
R0.7m
R5,3m
Netw
ork Managem
ent
IT Server Managem
ent
IT Security Management
Business Continuity Management
IT Service Management
Business Applications
5.2.
Info
rmat
ion
cap
ital
2.3. Dw
elling
frame d
evelop
men
t and
main
tenan
ce
2.7. Integrated communication, marketing
and stakeholder relations
2. T
o E
nhan
ce p
ublic
con
fiden
ce a
nd
trus
t in
stat
istic
s
5. T
o in
vest
in t
he
lear
nin
g a
nd
gro
wth
of
the
org
anis
atio
n
Programme 5 Statistical Support and Informatics
Mult
i Dis.
Comp
Des
ignEdi
ting
Business M
odernisation
Centralised IT AssetsR72
m
Document M
anagement Sys
tem
Desktop Printing Services
IT M
odernisation
Not achieved / expenditure exceeds allocation
Slipped / expenditure exceeds target by more than
2%
Delayed / concerns / expenditure less than target
by more than 2%
On track / expenditure on target within 2% variation
Achieved LateNo information received /
Planned milestones not due yet
Legend:
10.3.2 Stats SA: Programme / Cluster dashboards
73 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 6: Corporate Relations
5.2
.1 L
imp
op
o
5.2.
2 M
pum
alan
ga
5.2.3 Gauteng
5.2.4 North West
5.2.5 Free State
5.2.6 Northern
Cape
5.2
.7 E
aste
rn
Ca
pe
5.2.
8 W
este
rn
Cap
e
5.2.9 Kwa-Zulu
Natal
3.2.2Corp. Com.
3.3.1
International
Relations
3.2.1 Stakeholder Relations
5.2 Statistical Support
Services
3.
Developing and promoting statistical
coordination and partnerships
3.2 Stakeholder relations, marketing & Com.
3.3
International
Relations
5. Governance and Accountability
Cor
pora
te C
om.
SSI
Field Operations
Corporate Services
SSIField Operations
Corporate Services
Apex support
Lateral & Donor Relations
Mar
ketin
g
Sta
keho
lder
Rel
atio
ns
SSIField O
perations
Corporate S
ervicesSS
I
Fie
ld Op
er a
ti on
s
Corp
ora
te S
ervice
sSS
IFie
ld O
pera
tions
Cor
pora
te S
ervi
ces
SSIField Operations
SSI
Field Operations
Corporate Services
SSI
Corporate Services
SSI
Field Operations
Corporate S
ervices
Sta
ts S
A O
nlin
eU
ser
Info
rmat
ion
Ser
vice
s
R11,1m
R6,8m
R2,2m
R4,3mR1,9mR4,7m
R27,6m
R3,7m R23,3m
R25,1m
R24
,0m
Field Operations
R3
1,8
mR
27,8
m
R42,7m
R26,6m
Cor
pora
te B
rand
ing
Programme 6 Corporate Relations
ISIb
alo
ASSD
Bench
mar
king
S&S
Benchmarki
ng Coord
Distric
t Offic
esCorporate Services
Not achieved / expenditure exceeds
allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2% variation
Achieved lateNo information received / planned milestones not
due yetLegend:
R6,1m
R7,0m
10.3.2 Stats SA: Programme / Cluster dashboards
74 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Programme 7: Survey
Operations
I
Gov
erna
nce
R5,
6m
3.2.
1 C
orp
ora
te D
ata
Pro
cess
ing
3.2
Co
rpo
rate
dat
a p
roce
ssin
g f
acili
ty
TUS
VoC
s
QLFS
R39,6m
3. To improve productivity and service delivery
Programme 7 Survey Operations
Not achieved / expenditure exceeds
allocation
Slipped / expenditure exceeds target by more
than 2%
Delayed / concerns / expenditure less than
target by more than 2%
On track / expenditure on target within 2%
variationAchieved late
No information received / planned
milestones not due yetLegend:
10.3.2 Stats SA: Programme / Cluster dashboards
75 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
11. Stats SA: Management information website
76 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
• Frameworks, processes, templates etc.
• Plans
• Integrated planned schedules
• Dashboards & integrated management information reports
• Expenditure against budget reports
• etc.
10. Stats SA : Management information website
77 StatsSA_ASKNWorkshop_Dakar_AM_Sep2010
Questions