Practical Results Planning

Increasingly, public and not-for-profit managers require simple but integrated results oriented plans across their organizations to help them deal with difficult circumstances. On top of the need for integration, managers want to link priorities and expected results to resources.

Who should attend?

This course will be useful to public managers and officers faced with the responsibility and the challenges to plan and report on the results of their policies and programs at all levels. They will find value in the practical approach taken to integrating their planning and reporting functions without huge investments in new systems. Managers involved in policy, program or project environments will benefit from the course.

What will participants take away?

> A solid understanding of public and not-for-profit planning requirements

> Practical tools, templates and techniques to develop plans

> Insight and solutions related to their own situations (Strategic, Business, and Operational Plans, Reports on Plans and Priorities, and
others)

> Tips on how to cost-effectively plan set up a planning system that works

How will it be delivered?

This course will use a hands-on, case driven approach, drawing on practical examples from the experiences of participants and the facilitators. A pre-session survey will be used to ensure relevance. Specific topics will include:

> Diagnosing your current gaps (A Self Assessment Check List)

> Establishing results expectations using templates and tools

> Integrating results planning with risk and measurement strategies

> Reconciling different approaches: adapting the Balanced Scorecard and logic models to guide planning

> Dealing with the latest government trends such as Results-based Management and Accountability Framework (RMAFs), the
Management, Resources and Results Structure Policy (MRRS) and Strategic Review

Course Instructors

Steve Montague

A partner with PMN, Steve has more than 25 years of experience in performance measurement, program evaluation, market research, review and audit projects as a management consultant and as an evaluation manager in a major federal government department. Steve has managed major projects analyzing a wide variety of programs for Canadian federal, provincial, United States, and Australian governments. He has published articles and given presentations and workshops on evaluation, performance management, the review of science programs, and information management.

Steve has helped to lead the evolution of Results-based planning and measurement in the Federal Government and not-for-profit communities. He has helped to develop and implement dozens of results plans, measurement frameworks and RMAFs, including the first ‘umbrella’ RMAF, and the early integration of risk assessment into RMAFs. His work in results planning has helped to transform the orientation of Canada's largest health charity. He has been contracted to educate a wide variety of managers and officers on these subjects, including analysts in the Treasury Board Secretariat. This experience makes him an ideal leader / facilitator for these workshops.

Steve received the Leadership in Evaluation award from the Canadian Evaluation Society – NCR in 2003, and has delivered on behalf of the CES-NCR its flagship Essentials Skills Series course for four consecutive years (2004-2007). He recently developed and taught the Canadian Federal Government’s first ever Regulatory Performance Measurement and Evaluation course under contract to the Canada School of Public Service. Steve also recently designed and delivered Canada's first ever Strategic Policy Evaluation full credit course as part of Carleton University's graduate level Diploma in Public Administration – specialization in Policy and Evaluation.