implementation of the bwp & performance monitoring and assessment
TRANSCRIPT
IMPLEMENTATION OF THE BWP & PERFORMANCE
MONITORING AND ASSESSMENT
08-09 Performance Monitoring and Assessment Timeline
July 08
December 09
PMA by EXM1st Week
Dec. 2008
PMA by EXMJuly 2009
PMA by EXM1st Week
Dec. 2009
PMA by EXMAugust 7, 2008
SPR/SWPJuly 2008
SPR/SWPAnnual Report
Last weekNov. 2008
SPR/SWPBiennial/Final Report
Last weekNov. 2009
SPR/SWPJuly 2009
SPR (IPS) Semestral Progress Report
SWP (PTS) Semestral Workplan
PMA Performance Monitoring and Assessment
EXM Executive Management
PAHO’s Planning FrameworkPAHO’s Planning FrameworkResults Chain and Indicators
Areas of Action
Strategic Objectives
OWERs
RERs
OSERs
P & S
Tasks
PlanningInstrument
SO indicators
RER indicators
OSER indicators
Means of Measurement
contribute
aggregate orcontribute
aggregate orcontribute
GPW (GHA)& HAA
WHO MTSP
PAHO SP& PB
Biennial Workplans
AMPES
OWER indicators
Organization-wideExpected Result (OWER)
Country-level or Office-Specific Expected Result
Product/Service
Product/Service
Tasks Tasks
Product/Service
Tasks
Regional or HQExpected Result
Country-level or Office-Specific Expected Result
Office-specificExpected Result (OSER)
Region-wideExpected Result (RER)
Biennial Workplan
Contents and logical structure of a Biennial Workplan (BWP) in the Chain of Results
RERs (Region-wide Expected
Results)
All Results Aggregate to RERsRERs represent the PASB’s collective corporate efforts
OSERs = Office-Specific Expected Results, contained in Biennial Workplans
PAHO/WHO Country OfficeOSERs
SubregionalOSERs
Executive Management
OSERs
Regional HQsTechnical &
Administrative Area OSERs
Technical CenterOSERs
If the ……... are produced The Organizationwill achieve the....
Organization-wideExpected Result
Organization-wideExpected Result
Region-wideExpected Results
Region-wideExpected Results
Office-Specific Expected
Results
Office-Specific Expected
Results
Products/ Services
Products/ Services
In order to achieve the …... ,the Organizationwill have to produce .....
Chain of results and planning logic
Traditional RBM Results Chain
Impact
•Impacts refer to the longer-term effects produced, directly or indirectly, by a development intervention. Typically is analized through independent evaluation
Outcomes
•Outcomes refer to the likely or achieved short-term and/or medium-term effect of an intervention’s products and services.
Outputs
•Outputs refer to the immediate results that are observable after the completion of activities and are the type of results over which managers have a high degree of influence.
Activities
•Activities refer to actions taken or work performed through which inputs, such as funds, technical assistance and other types of resources are utilized to produce specific products and services (an output)
Inputs
•Inputs refer to the financial, human, and material resources needed for the development intervention.
Traditional & PAHO RBM Results Chain
Inputs Activities Outputs Outcomes Impact
Inputs Tasks Products &Service
OSER/RER /OWERs
Strategic Objectvs
Manageable Interest
Managerial & Organizational Accountability
Office-specific expected resultwill be achieved
Risksdo not occur
Risksdo not occur
IF
Assumptionshold
Assumptionshold
then
Product/service
produced
and if
Assumptions and Risk Logic
PRODUCTS AND SERVICES
• Product is the final output of a task or combination of tasks. Product is a tangible and observable result to which expected quality and quantity performance criteria, can be attached.
• Service is on-going and identifiable output of a task or combination of tasks. A service, typically, includes such things as capacity building, advocacy, and support for the development of policies, norms and guidelines The term service has been introduced to reflect the intangible nature of many of the outputs of PAHO/WHO and to enable these to be captured in biennial workplans.
AMPES ENTITYSituation AnalysisProblems and Interventions Implementation Strategy
Project
OSERLink to RER
Link to RER indicator
OSER indicator
OSER indicator milestones
Semester 1
Semester 2
Semester 3
Semester 4
Product / Service
Task (PTS)
cost $$
cost $$
Link to:• Core/Enabling Function• Mainstreaming issues• Planned Amount
PAHO’s Planning FrameworkAMPES Biennial Workplan Structure
Semestral Workplan &Progress Report
Pan American Health Organization Report Date _________Semestral Workplan
Entity___________________ Project ___________________
Semester
1: 2: 3: 4:
OSER 1: (TEXTO)
Product or Service (TEXT) Date Location[1] Initial ProgrammedCost
ResponsibleOfficer
Assessment at the end of the Semester
Start End If the task was to be completed
during the semester, check corresponding
box if completed
Implementation Rate by task[2]
Task 1 (TEXT)
Task 2 (TEXT)
Task 3 (TEXT)
Task n (TEXT)
[1] Place or places where the task will be implemented.[2] The system will provide the implementation rate [(expenditure/initial programmed cost) (100)] per task, product/service, OSER, AMPES Project, and Biennial Workplan.
Pan American Health Organization Date ____________Progress Report[1]
Entity ________________ Project _______________Semester
1: 2: 3: 4: Mid-term End of biennium Assessment Assessment
OSER No. 1: (TEXT) COLOR[2]
(OSER Semestral Monitoring as per milestones achieved)
COLOR[3]
(OSER Cumulative monitoring as per milestones achieved)
Risk and Assumptions (between products/services and OSER): 1.2. 3.n…
1.OSER indicator: (TEXT)
Milestones[4]
Semester: 1 Semester: 2 Semester: 3 Semester: 4
MILESTONE TEXT or N/A MILESTONE TEXT or N/A MILESTONE TEXT or N/A MILESTONE TEXT or N/A
OSER indicator progress is measured based on milestone achievement (check the corresponding box)
In the event that the milestone was not achieved, please explain:
[1] The semestral assessment is cumulative. That is to say, the 2nd Semester is the mid-term assessment and the 4th Semester is the end of biennium assessment. [2] Semestral monitoring: Green (90-100%) - Yellow (75-89%) - Red (< 74%) The color of the OSER depends on the level of achievement of the milestones during the semester; the system will automatically generate this information.
[3] Cumulative monitoring: Green (90-100%) - Yellow (75-89%) - Red (< 74%) The color of the OSER depends on cumulative level of achievement of the milestones; the system will automatically generate the report.[4]If a milestone or milestones from previous semesters were not achieved in an earlier review, but were achieved subsequently, please check the appropriate boxes. If they remain unchecked, it is understood that they were not achieved; therefore a justification must be provided.
Cont… Progress Report
Products and Services[1] Progress status based on the accomplishment of tasks[2]
Implementation Rate
Proposed date of delivery for
Product/ Service[3]
Has the product/service been
delivered?(mark the box)[4]
1. TEXT Product/ Service Color
2. TEXT Product/ Service Color
n. TEXT Product/ Service Color
If a product or service was not delivered, or was not delivered on time, please explain:
[1] A product is the final output of a task or combination of tasks. It is a tangible and observable result to which expected quality and quantity performance criteria can be associated.A service is an on-going and identifiable output of a task or combination of tasks. A service, typically, includes such things as capacity building, advocacy, and support for the development of policies, norms and guidelines. This term has been introduced to reflect the intangible nature of many of the outputs of PAHO/WHO and to enable these to be captured in the biennial workplans. [2] The level of progress is automatically provided by the system on the basis of the information included in the Semestral Workplan in relation to the accomplishment of tasks: [(Green (90-100%) - Yellow (75-89%) - Red (< 74%)][3] The date is automatically provided by the system. It refers to the information that is entered when a product/service is created. A completion date is required for each product/service. The system transfers this information to this section in the form.[4] When a product/service has been delivered, the Project Coordinator must check the corresponding box.
Pan American Health OrganizationAMPES Project Progress Analysis
Project Coordinator Name: ______________________________________Project: __________________ Entity: _________ Report Date:__________ Semester: 1: 2: 3: 4:
Based on the analysis of the OSERs under your project, please comment (where appropriate, and if needed) on:
Progress status of the OSERs. ¿Are there any OSERs at risk of achievement?
Lessons learnt:
Comment if the technical and implementation progress and the assigned resources are appropriate:
Unexpected OSERs effects or results - positive or negative- if any:
Recommendations on any adjustments to ensure the achievement of the OSERs (example: adjustments in human and financial resources among projects):
Recommendations, including adjustments in programming when needed:
Pan American Health OrganizationBiennial Workplan (BWP)
Progress Analysis
Name of the Entity Manager: ________________________ Entity: _______________ Date of Report:__________Semester: 1: 2: 3: 4:
Based on the analysis of the AMPES projects, please comment (where appropriate, and if needed) on:
Entity lessons learnt:
Proposed managerial adjustments to improve/ensure the achievement of the AMPES projects (i.e. adjustments in human or financial resources among projects):
Other issues (such as resources mobilization needs or efforts):
Recommendations, including program adjustments when needed:
Schedule of Changes
• PTS and IPS to be tested by 4th semester assessment
• Incorporation of Products and Services in BWP 2010-2011
• Project Management tools: 2010
Q &A
Comments