MANAGEMENT INFORMATION,

INFORMATION MANAGEMENT

AND A

PERFORMANCE MANAGEMENT STRATEGY

YSDF

THURSDAY 12, NOVEMBER, 2009

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

AIMS, OBJECTIVES AND PURPOSES

INPUTS

OUTPUTS

QUANTITY

CLIENTS

PROCESSES

OUTCOMES

QUALITY

USERSCUSTOMERS

STAFF

PARTNERS

PERSONAL IMPACT

GROW

VOLUNTEERS

COLLABORATORS

COMMUNITY IMPACT

MAINTAIN

SUPPORTERS

STAKEHOLDERS

POLITICAL IMPACT

WITHER

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

EVALUATION MEASURES

PERFORMANCE INDICATORS

FABRIC

• Relevant• Avoids Perverse Incentives• Attributable• Well-defined• Timely• Reliable• Comparable• Verifiable

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

ROLES AND RESPONSIBILITIES

ADMIN

OPERATIONAL

OPERATIONAL MANAGEMENT

TACTICAL MANAGEMENT

STRATEGIC MANAGEMENT

DATA SECURITY -

FREQUENCY

INTERPRETING

BENEFITS Vs BURDENS

INFORMATION SHARING

TIMELINESS

CLEANSING

DPA -

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

Establishing the Database(s)

ESTABLISHING THE DATABASE(S)

INTERNAL

CONTINUOUS

QUANTITATIVE

ELECTRONIC

EXTERNAL

PERIODIC

QUALITATIVE

MANUAL

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

Establishing the Database(s)

Collecting the Data

Internal/External

COLLECTING THE DATA

CASE MANAGEMENT

WHOLE PICTURE

PERSONAL DATA

DATA CONTROL

ACTIVITY MANAGEMENT

JIGSAW

IMPERSONAL DATA

PROTOCOLS

LINKAGE TO BUSINESS PROCESS AND WORKFLOW

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

Establishing the Database(s)

Collecting the Data

Internal/External

Analysing the Data and Reporting

ANALYSING THE DATA AND REPORTING

OBJECTIVE

FROM ABOVE

STAND ALONE

REPORTING STYLES

SUBJECTIVE

FROM BELOW

COMPARATIVE

Quantity Quality

Input Effort How much service did we deliver?

How well did we deliver it?

Output Effect How much change/ effect did we

produce?

What quality of change/effect did

we produce?

REPORTING AUDIENCES

360O

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

Establishing the Database(s)

Collecting the Data

Internal/External

Analysing the Data and Reporting

Second Order Evaluation

SECOND ORDER EVALUATION

WHAT DOES THE DATA SAY

PERFORMANCE INDICATORS

PERFORMANCE REVIEWS

ALTERNATIVE EVALUATION PERSPECTIVES

“THEMATIC” SECOND ORDER EVALUATIONS

ENGAGEMENT IN EVALUATION

THE PERFORMANCE MANAGEMENT CYCLE

Aims, Objectives and Purposes of the Organisation

Measures to Evaluate Aims, Objectives and

Purposes

Roles and Responsibilities for Collecting, Recording,

Validating, Reporting on Data

Establishing the Database(s)

Collecting the Data

Internal/External

Analysing the Data and Reporting

Second Order Evaluation

Feedback and reflection

FEEDBACK AND REFLECTION

FEEDBACK TO WHOM?

TIME FOR CONSIDERATION

LINKAGES WITH PLANS

•Business Plans•Strategic Plans•Team Plans•Partners’ Plans

IMPACT OPPORTUNITIES

•Aims, Objectives, Purposes of the Organisation

•Commissioning Strategies•Funding Rounds