1

Define the Community Vision

Define the Corporate Plan

Define Strategic and Operational Plans

Evaluate and Feedback on Performance

Create Team and Individual Objectives

Key outcomes:

• Shared ambition and goals across the community

• Clarified role of leadership and accountability across the whole organisation

• Agreed priorities and performance targets linked to goals

• Shared commitment to deliver by everyone

• Delivery of planned objectives at all levels

2

Shetland Community Plan and SOA

Directorate Plans

Service Plans

Individual Workplans

Team Plans

Council Corporate Plan

Strategic Group / Thematic Plans

Set Actions Measures

Manage Performance

3

Financial Outturn and delivery on Corporate

Plan reported to Council

Public Performance Report, including: - Community Plan - Corporate Plan - Sustainability - Equalities

Planning and Performance Management Calendar

Annual Report Approved by CPDG

and Partners

Year-end Reports To Directors and Chief Executive

Directorate Plan Priorities Set by Committees

DIRECTORATE / SERVICE PLAN

6 Month Report – Managers to Directors and Directors to

Relevant Committee

9 Month Report Managers to Directors – Directors to Chief Exec

3 Month Reporting

Managers to Directors and Directors to

Chief Executive

Workforce Development Plan Capital Programme

etc

SIC Budget

Approved

3 Month Report Chief Executive to Exec Committee

Year End Reports to Executive Committee

9 Month Report Chief Executive to Exec Committee

6 Month Report Chief Exec to Executive

CORPORATE PLAN

Forward priorities / key themes set by Council

9 Month Report Chief Executives

to CPP

Year End Reports

to CPP and Partners

3 Month Report Chief Executives

to CPP

6 Month Report Chief Executives to CPP

Forward priorities / key themes set by CPP &

Partners

COMMUNITY PLAN/SOA

Community Plan and Single Outcome

Agreement Updates Approved by CPP and

partners

Corporate Plan Update Approved

by Council

Directorate Plans Approved by Relevant Functional Committee

Annual Accounts and Single Outcome

Agreement Outturn Report

SOA Chief Executives to CPP in March for annual approval

Partnership Strategy / Activity

Strategic Consultations (e.g. Transport, Housing, Land Use Planning)

Service Specific Consultations

Community Profiles

Citizen’s Panel (Your Voice)

Research

Staff Involvement

Corporate Plan Chief Executive to Exec /

Council in March for annual approval

Directorate Plans - Dirs to Service Committees in

April for annual approval

Service Plans Exec Mgrs to Directors in April for annual approval

Individual Work Plans (Managers / Employee at

least annually)

Single Outcome Agreement Outturn Report by Chief Executive

Annually Council October

Corporate Plan Progress Report By Chief Exec

6 mthly to Exec Comm & Council - June/Dec

Directorate / Service Plans Progress Reports

6 mthly – to Service Committees by

Directors - May /NovTeam Leaders Regular

One-to-Ones with Employees – formal

review at least annually

Dept Mgmt Team Exec Mgrs 3 mthly

Op Perform Reports Jul / Oct /Jan /April

Corp Mgmt Team Dir Report 3 mthly

Summary Operational Performance Reports

Jul / Oct /Jan /April

Executive Managers Regular One to Ones with Team Leaders / Monthly Team Briefs

NB: this can be incorporated into Employee Review and Development

5

Medium Term

Financial Strategy

Community Plan / SOA

Strategic Partnerships

Corporate Plan

Directorate / Service Plans

CouncillorsPartners

Capital ProgrammeAsset Strategy

National Drivers

COMMUNITY ENGAGEMENT

Planning and Performance Document

Approval Accountability Scrutiny of Outcomes / Actions and Cost

Community Plan /SOA

CPP & partners 5 -10 years - Annual refresh

Chief Executive of each partner

Annual PPR To CPP - 3 mthly

SIC Corporate Plan

Council, via Exec 4 -5 years /Annual refresh

Chief Executive To Exec Committee - 3 mthly progress

Thematic Plans Relevant Committee / CPP - Annual refresh

Relevant Executive Manager/ Director

To Relevant Director / CEO - 3 mthly

Directorate Plans

Relevant CommitteeAnnual approval

Director To CMT – 3 mthlyTo Committee – 3 mth

Service Plans Relevant DirectorAnnual approval

Executive Manager Director – 3 mthly

Team Plans Relevant Exec Manager & Director Annually

Executive Manager / Team Leaders

To Executive Manager / Director – 3 mthly

Individual Work Plans

Relevant Manager at least Annually

Individual Staff Member

To Exec Mgr / Team Leader Annually

6

7

PPMF Element Lead Responsibility Other Involvement

Community Plan / SOA/ Corporate Plan (development and annual refresh)

Community Planning and Community Work Manager / P&I Manager

CMT / Partners

Thematic Strategies (development and annual refresh)

Community Planning and Community Work Manager

Lead Officers

Directorate / Service Plans – Overall Structure and “Golden Thread”

Performance & Improvement Manager

Directors and Executive Managers

Planning / Finance interface Finance Manager Directors and Executive Managers

Planning / Capital Programme interface Capital Programmes Manager Directors and Executive Managers

Planning / Workforce Development Plan interface

HR Manager Directors and Executive Managers

Planning / ICT Development Plan interface ICT Manager Directors and Executive Managers

Risk Management Element Law & Governance Manager Directors and Executive Managers

Community Engagement Element Community Planning and Community Work Manager

Directors and Executive Managers

Performance Monitoring and Reporting (Operational Performance Reports to SOA)

Performance & Improvement Manager

Directors and Executive Managers