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Integrated Managing for Results

Managing for Results: USAID Nigeria & IPs

Day 4: Performance Information Management

Program and Project Management Workshop

““The Big Picture”The Big Picture”Well defined

PERFORMANCE PERFORMANCE STANDARDSSTANDARDS (in our

SOW or Program Description) and well

defined PERFORMANCE INDICATORS (in our

PMP)

Allow us to

develop…

A useful plan for PROJECT PROJECT MONITORINGMONITORING

Which allows us to do…

Effective PROJECT PROJECT MONITORINGMONITORING and

reporting

Which gives us the

information to…

Help the CTO & CO/AO with Responsible CONTRACT CONTRACT

MANAGEMENTMANAGEMENT or ASSISTANCE ASSISTANCE MONITORINGMONITORING

And contribute to…

The SO Team’s Effective

PERFORMANCE PERFORMANCE MANAGEMENTMANAGEMENT of USAID’s program

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Integrated Managing for Results

Other assessing and learning elements?

Portfolio Review

Reporting (Annual Report; other special reports)

Periodic Data Quality Assessments

Special Studies or Evaluations

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Integrated Managing for Results

Mission needs overall plan

Calendar/Task Schedule

Management Structure/Roles

Information Technology

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Integrated Managing for Results

The Performance Management Task Schedule

Lists ALL Performance Management Tasks

Schedules WHEN they occur

Could include comments such as: Who is involved

How the task will be conducted

Special considerations

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Integrated Managing for Results

Practical Tips for Scheduling

1. Start with activities that are mandatory and have a fixed timing (such as submission of the Annual Report)

2. Work backwards from those dates

For Example:

In order to submit the Annual Report, when should the Portfolio Review take place?

In order to conduct the Portfolio Review, when should we collect our performance data?

3. Keep vacation schedules and holidays in mind

4. Be realistic!

Program and Project Management Workshop

The primary focus of project The primary focus of project monitoring is at the projectmonitoring is at the projectlevel, but it also keeps anlevel, but it also keeps aneye on higher-level resultseye on higher-level results

SO Team’sPerformanceMonitoring

ProjectManager’s

PerformanceMonitoring

ProjectOutputs

ProjectInputs

(Resources)

StrategicObjective

IntermediateResults

Program and Project Management Workshop

A Project Monitoring Record A Project Monitoring Record is a tool for collecting (and is a tool for collecting (and reporting)…reporting)…

Performance informationKey InputsOutputsCustomers servedProgress toward program results

Resource informationObligations, accrued expenditures, and pipeline

Information for budget and procurement planning Project Monitoring Record

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Integrated Managing for Results

Create a Results-oriented Culture

Use performance data to: Make programmatic decisions

Make evaluation decisions

Tell your story

Share results widely

Hold individuals and teams accountable

Recognize the power of incentives

Be creative in overcoming obstacles

Encourage and emphasize activities that contribute to results

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Integrated Managing for Results

Goodbye!

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Integrated Managing for Results

Task 8: 1 hour SOT/IP Groups’ Ideas

1. Using the Mission Calendar as a starting point, include those tasks in the Calendar that you need to do.

2. Post your Calendar/Task Schedule on a flip chart

3.Think about the Mission and MEMS information on the following 2 topics:

1. Management Structures/Roles

2. Information Technology

4. Brainstorm and list your ideas on those 2 topics on a flip chart for review

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Integrated Managing for Results

Task 9: 30 min SOT/IP Groups Plan 1 day meeting

1. Discuss and fill out the Managing for Results Assessment Tool

2. Decide what you need to accomplish and what could be done with the 1 day meeting next week.

3. Define the objectives for the meeting and decide who should attend.

4. Define MEMS’ role to support your objectives

5. Post your objectives and MEMS role on flip chart