Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 1 -

Workshop on the Common Assessment Framework and the Balance Scorecard

Organized by the European Commission in cooperation with the

Basil Fuleihan Institute of Finance

December 7-8, 2009

Final Report

Beirut, December 2009

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 2 -

Table of Contents

PROJECT INFORMATION ............................................................................... 3

1. Project Implementation: ............................................................................................................3

2. Project Identification .................................................................................................................3

3. Partners .................................................................................................................3

PROJECT SUMMARY ..................................................................................... 4

Content of this Report .................................................................................................................4

PROJECT BACKGROUND .............................................................................. 5

PARTICIPANTS .............................................................................................. 6

PROJECT IMPLEMENTATION AND SETUP ...................................................... 6

1. Day one: December 7, 2009 ........................................................................................................6

2. Day two: December 8, 2009: .......................................................................................................6

LIST OF APPENDIXES: ................................................................................... 7

1. Program Agenda….. ….. ............................................................................................................8

2. List of Participants… .............................................................................................................. 10

3. Statistical Data……… ............................................................................................................. 12

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 3 -

Workshop on the Common Assessment Framework and the Balance Scorecard

PROJECT INFORMATION

1. Project Implementation:

The Basil Fuleihan Institute of Finance Service Provider

512, Corniche Al-Naher P.O.Box 16-5870 Beirut-Lebanon

Postal Address

961-1-425 147/9 961-1-426 860

Telephone & Fax

contact@if.org.lb E-mail

www.if.org.lb Website

Mrs. Lamia El Moubayed Bissat Director of the Institute

Project Coordinator: Ms. Rola Darwish Assistant Project Coordinator: Mr. Carl Rihan

Coordinating Team

2. Project Identification

Workshop on the Common Assessment Framework and the Balance Scorecard

Project Title

TAIEX Workshop Type of project

Safir Heliopolitan Hotel Location

7-8 December 2009 Project Duration

3. Partners

The European Commission

The Basil Fuleihan Institute of Finance

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 4 -

PROJECT SUMMARY

Within the context of the Association Agreements emanating from the European Enlargement and the European Neighborhood Policy, the European Commission has been providing since the conclusion of the agreements, training for civil servants in Lebanon and the region through the TAIEX instrument. This instrument allows for officials and civil servants to benefit from the European expertise in specific fields of administrative practice, which falls within the overall alignment of local policies and practices with the European model of public administration as concluded within the agreements. In this respect, the European Commission has organized, in cooperation with the Basil Fuleihan Institute of Finance, a TAIEX workshop for a regional audience of civil servants, aiming to introduce and further elaborate the concepts and practical aspects of the Common Assessment Framework as well as the use of the Balance Scorecard in this respect.

Content of this Report

The report includes the major information related to the implementation of the program,

the list of participants and their backgrounds, as well as the main discussion points of the workshop.

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 5 -

PROJECT BACKGROUND

The Common Assessment Framework, CAF, constitutes a blueprint of an excellent

organization. It is a representation of all aspects that must be present in the proper management of an organization in order to achieve satisfactory results and has been designed for use in all parts of the public sector, applicable to public organizations at a European, national/federal, regional and local level. It may also be used under a wide variety of circumstances, e.g. as part of a systematic program of reforms or as a basis for targeting improvement efforts in public service organizations. As of April 2009, 1749 organizations over 35 countries, as well as the European Institutions, are registered as CAF users, showing that quality management in general and CAF in particular has found its way through the international and European organizations.

In what relates specifically to Lebanon, improved public sector governance is one of the priorities identified in the Country Strategy Paper 2007-2013 (Neighborhood Policy) and in the Lebanese reform strategy submitted at the international donor’s conference in Paris, 2007. The Ministry of Finance is at the forefront of public sector reform, with the assistance of its dedicated training centre, the Institute of Finance. The proposed project would introduce a public sector management technique to Lebanon which has been widely adopted in the European Union.

The need for a comprehensive management approach is a driver for public sector organizations to start using TQM models, and therefore familiarization with the CAF models become a priority for institutions seeking the application of quality-oriented best practices. Most of the countries of the Middle East and North African Public sector have never been introduced to the notions of Common Assessment Framework (CAF) and the Balanced Scorecard (BSC).

In this regard, the Basil Fuleihan Institute of Finance has requested, from the European Commission, the organization of a regional TAIEX workshop on the 7th and 8th of December, 2009, related to the use of the Common Assessment Framework and Balance Scorecard. As a result, the participants will be better prepared to implement the CAF and BSC in public sector organizations all over the MENA region.

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 6 -

PARTICIPANTS

The organizers strived to ensure a fair representation from the Middle East and North Africa region to the TAIEX workshop, which hosted a total of 25 participants from Lebanon, Tunisia, Palestine, Morocco, Egypt and Jordan. 1

PROJECT IMPLEMENTATION AND SETUP

The Workshop was held at the Safir Heliopolitan Hotel, Ruby Hall Conference room, on

the 7th and 8th of December 2009.

1. Day one: December 7, 2009:

The first day included the registration and acquaintance of the participants, as well as the introduction of the central topics that will be discussed during the workshop. On the occasion of the opening of the works of the seminar, the head of the Cooperation Section of the European Commission Delegation, gave a welcome speech; as well as the Director of the Basil Fuleihan Institute of Finance, Ms. Lamia Moubayyed Bissat, who welcomed the European Commission's delegates and experts as well as to the participants, and insisted on the centrality of TAIEX workshops and the introduction of Total Quality Management tools in respect to the improvement of the civil service in Lebanon and the Region. This was followed by the presentations of Mr. Brend Wild (Institution Building Unit, DG Enlargement, European Commission), Mr. William Barney (Consultant 2GC) Mr. João Paulo Carvalho (Consultant, Portugal), Mr. David Carter (Directorate Performance Manager, Transport, Highways and the Environment, Community Services Directorate, Solihull Metropolitan Borough Council) and Ms. Lina Semetulskyte (Ministry of the Interior of the Republic of Lithuania, Public Governance Policy Department, Public Administration Policy Division). Presentations focused on the importance of the TAIEX instrument in the promotion of knowledge sharing and capacity building, the principles and practical ways of implementing the Common Assessment Framework in the public sector, as well as the method of using the Balance Scorecard within the public administration.

2. Day two: December 8, 2009:

The second day focused on case studies and was marked by the presentations of Ms.

Anda Krauze (Deputy Director of the Strategic Planning and Development Department of the Ministry of Finance of the Republic of Latvia) , Mr. Seán Fitzpatrick (Sectoral Policy Division, Department of Finance, Ireland) and Mr. William Barney, (Consultant, 2GC) and Mr. David Carter (Solihull MBC). Throughout the day, group workshops were organized in order to put into practice the participants' understanding of the Common Assessment Framework and the Balance Scorecard. This allowed the participants to put into practice the conceptual and theoretical content of the seminar.

1 For further information regarding the participants, please refer to the statistics appendix at the end of the report

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 7 -

List of Appendixes:

1. Program Agenda 2. List of Participants 3. Statistical Data

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 8 -

1. Program Agenda

Day I: Monday, 7 December 2009

09:30 Registration

10:00 Welcome - Basil Fuleihan Institute of Finance

Ms. Lamia Moubayed Bissat, Director

10:10 Welcome – EC Delegation

Mr. Jussi Narvi, Head of the Cooperation section, EC Delegation

10:20 The TAIEX instrument of the European Commission

Chair: Mr. William Barney, Consultant 2GC, Active Management

Speaker: Mr. Bernd Wild, Institution Building Unit, DG Enlargement,

European Commission

10:45 Evolution of the Balanced Scorecard and Performance Management in the Public Sector

Chair: Mr. William Barney, Consultant 2GC, Active Management

Speaker: Mr. William Barney, Consultant 2GC

11:45 Coffee break

12:00 Overview of Common Assessment Framework (CAF) in the Public Sector: concept, methodology, time frame,

opportunities and threats

Chair : Mr. William Barney, Consultant 2GC, Active Management

Speaker: Mr. João Paulo Carvalho, Consultant, Portugal

13:00 Lunch

14:30 A case study of the Balance Scorecard within a UK Local

Government Authority – Solihull Metropolitan Borough

Council

Chair: Mr. William Barney, Consultant 2GC, Active Management

Speaker: Mr. David Carter, Directorate Performance Manager,

Transport, Highways and the Environment, Community Services

Directorate, Solihull Metropolitan Borough Council

15:45 Coffee break

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 9 -

16:00 Formation and implementation the national policy on the quality management in the public administration sector in

Lithuania.

Chair: Mr. William Barney, Consultant 2GC, Active Management

Speaker: Ms. Lina Semetulskyte, Ministry of the Interior of the Republic of Lithuania, Public Governance Policy Department, Public

Administration Policy Division

17:00 End of the first day

Day II: Tuesday, 8 December 2009

9:30 Registration

9.50 Recap of Day One from Chairman

10:00 Self-assessment in the Ministry of Finance of the Republic of

Latvia

Chair : Mr. William Barney, Consultant 2GC Active Management

Speaker: Ms. Anda Krauze, Deputy Director of the Strategic Planning

and Development Department of the Ministry of Finance of the

Republic of Latvia

11:30 Coffee break

11:45 Title – TBC

Chair : Mr. William Barney, Consultant 2GC Active Management

Speaker: Mr. Seán Fitzpatrick, Sectoral Policy Division, Department

of Finance, Ireland

13:00 Lunch

14:00 Tools and Techniques in Strategic Balanced Scorecard (the

3rd Generation model) and a Case Study exercise

Chair : Mr. William Barney, Consultant 2GC Active Management

Speaker: Mr. William Barney, Consultant, 2GC and Mr David Carter – Solihull MBC

15:15 Coffee break

15:30 Tools and Techniques in Strategic Balanced Scorecard (the

3rd Generation model) and a Case Study exercise (continued)

Chair : Mr. William Barney, Consultant 2GC Active Management

16:30 End of the workshop

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 10 -

2. List of Participants

Name Position Institution Country

Mirna BAZ Department Head Ministry of Finance Administrative Affairs Dept

Lebanon

Badri DAHER Controller Ministry of Finance Directorate General of Customs

Lebanon

Marleine BAKHOS Head of Accounting Department

Central Administration For Statistics

Lebanon

Antoine ROMANOS Head of Medical Professions Section

Ministry of Public Health Lebanon

DiaaEddine NOUREDDINE

Chief Account Auditor Court of Audit Lebanon

Yahya ALAMEDDINE Computer Expert Ministry of Economy and Trade

Lebanon

Nada Al KHATIB First Controller Council of Civil Service Lebanon

Wassim MONZER Chief of Accounting Sector General Directorate of General Security

Lebanon

Jamal BIZRI Quality Mangement Unit Head OGERO Lebanon

Lamia Chamas Project Administration Office Prime Minister's Office Lebanon

Maha Siblini Project Administration Office Prime Minister's Office Lebanon

Fida Riachi Project Administration Office Prime Minister's Office Lebanon

Amani Sukkar Project Administration Office Prime Minister's Office Lebanon

Adel GOUIDER Director National School of Administration of Tunis

TUNISIA

Ahmed Gdoura Professor / Consultant National School of Administration of Tunis

TUNISIA

Klaib MASHAL Assistant General Director of Administration

Ministry of Finance Administration & Finance

PALESTINE

Jawad SADIQ Head of Quality Management Service

Ministry of Modernising Public Sectors

MOROCCO

Hassan BARKALLIL Head of Budget and Finances Affairs

Ministry of Modernising Public Sectors

MOROCCO

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 11 -

Hakim FIRADI Chef de la division de l’organisation et du contrôle de gestion

Ministère de l’Economie et des Finances

MOROCCO

Abdelouahed BEN SASSI

Chef de service de la programmation budgétaire

Ministère de l’Economie et des Finances

MOROCCO

Manal El hennawy Advisor to The Minister of Finance

Ministry of Finance EGYPT

Doha Abdel Hamid

Senior Advisor to the Minister President for Civil Service Reforms & International Relations

Central Agency for Organization and Administration of the Cabinet of Ministers

EGYPT

Read Khraise Head of Trust - Treasury Department

Ministry of Finance

JORDAN

Azmi Alomoush Researcher Quality & Organizational performance Ministry of Finance

JORDAN

Manal Saleh Al Damen

Trainer National Institute for Training JORDAN

Najwan Mahmoud Obeidat

Trainer National Institute for Training JORDAN

Workshop on the Common Assessment Framework and Balance Scorecard - December 09 - Final Report

- 12 -

3. Statistical Data

Distribution of Participants per Country

48%

8%4%

16%

8%

16%

Lebanon Tunisia Palestine Morocco Egypt Jordan

Distribution of Participants per Institution

47%

15%

19%

19%

Ministries

Institutes

Public Institutions

Prime Ministers Offices and Council of Ministers