Suzanne DoranManagement InternJuly 5 , 2016

PERFORMANCE MANAGEMENT

PROJECTCITY OF OAKLANDPUBLIC ETHICS COMMISSION

1. Project Background2. What is Performance

Management?3. Benefits4. Best Practices and Models5. PEC Performance Measures6. Questions and Discussion

OVERVIEW

Measurement&

Reporting

Strategic planning

Establishing

performance goals

Program execution

Evaluation & learning

Improved programs & better

results for the public

WHAT IS PERFORMANCE MANAGEMENT?

1. Establish Performance Goals 2. Define Indicators to Measure

Progress, Set Benchmarks and Targets

3. Monitor and Report Progress 4. Evaluate Performance Data

and Use Analysis to Inform and Motivate Improvement

ESSENTIAL STEPS

Capacity for

learning & improvement

Acco

unta

bilit

y

Improved

results

for the

public

Repeated

Performance

Management

Cycles

WHY PERFORMANCE MANAGEMENT?

Focus on results.

Increased knowledge, transparency, and accountability.

Improved programs produce better results.

BENEFITS

Activities/Outputs: What are we doing to improve government integrity and ethics compliance?

Outcomes: Are our activities and systems yielding improved outcomes?

WHAT DO WE NEED TO MEASURE?

PERFORMANCE MEASURES FOR ETHICS COMMISSIONS

Ethics agencies

Duties and

jurisdiction vary

Performance

Measures

No single standard

PECPerformanc

e Goals and

Measures

PEC staff

Citizens and community

stakeholders

Legislation and Annual

Reports

Commissioners

Best practice research

PEC PERFORMANCE MEASUREMENTS

PROGRAM AREADESIRED OUTCOME

PROGRAM GOALPERFORMANCE MEASURES

PEC PERFORMANCE MEASUREMENTS

DISCLOSE/ILLUMINATE EXAMPLE

Performance

Measures• # of filers

submitting reports

• # of technical problems reported or associated with filing system

• User satisfaction scores

DESIRED OUTCOME: Filers can easily submit campaign finance, lobbyist and ethics-related disclosure information.

Program Goal

Filing tools collect and transmit data in an effective and user-friendly manner.

Activities

• Institute and maintain e-filing system.• Publicize tool

widely.• Provide technical

assistance to filers.• Design surveys

and conduct user testing.

EDUCATE/ENGAGE EXAMPLE

Performance

Measures• % advice requests

fulfilled within target timeframes

• # of in-person citizen interactions

• # of surveyed respondents reporting awareness of Commission mission and resources

• % change in hits to webpages, social media followers, etc.

DESIRED OUTCOME: PEC is a trusted and frequent source for information and assistance on government ethics, campaign finance, and transparency issues.Program

GoalCitizens and regulated community know about the PEC and know that they can contact the PEC with complaints/questions about government ethics, campaign finance, or transparency concerns.

Activities• Issue advice and

legal opinions.• Consult and

collaborate with City officials, agencies and community partners.

• Conduct outreach regarding PEC resources.

• Engage with PEC clients and citizens to share PEC mission, activities, and accomplishments.

SHARING PERFORMANCE DATA:A SAMPLE DASHBOARD

EXAMPLE ONLY – NOT ACTUAL DATA

SHARING PERFORMANCE DATAA SAMPLE DASHBOARD

EXAMPLE ONLY – NOT ACTUAL DATA

January – March 2016

Research into best practices,

assessing available data

April – June 2016

Developing draft goals, objectives &

performance measures,

meetings with staff, input from

Commission

July – December 2016

Implementing data collection and monitoring to

determine baselines, testing draft measures

January 2017

Analyzing and reporting results,

making adjustments, using

data to plan and set goals for 2017

PROJECT TIMELINE

Comments and Questions

SHARING PERFORMANCE DATA:WASHINGTON STATE

SOURCE: https://data.results.wa.gov/government/

SHARING PERFORMANCE DATA:EDMONTON, CANADA

SOURCE: https://dashboard.edmonton.ca/