INTEGRATED PERFORMANCE MANAGEMENT SOLUTION

LOCAL GOVERNMENT LEVEL

IDP/PMS PRESENTATION

[PLANNING TO MEASUREMENT]

05-07 OCTOBER IMFO 86th CONFERENCE

2015

Mr Motsumi Mathe: Director- Municipal Systems (SDM)

CONTENTS

PLANNING &

ALIGNMENT1

SEAMLESS

INTEGRATION2

BENEFITS3

LEVELS OF ASSURANCE4

PLANNING & ALIGNMENT

NationaI &

Provincial

Outcomes

IDP

Planning

SDBIP

Planning

Performance

Contracting

Monitoring

& Evaluation

IDP - Integrated Development Planning

PMS - Performance Management System

Growth &

Development

Strategy (GDS)

5 Year IDP

(Reviewed

Annually)

Organisational,

Cluster and

Directorate

SDBIPs

Performance

Agreements

Progress

Dashboards &

Evaluation

National

Development

Plan (NDP)

IDP-PMS ALIGNMENT

SDF

Municipal

Manager

Executive

DirectorDirector Senior Manager

Municipal

SDBIP

Directorate

SDBIP

Department

SDBIP

Section SDBIP

MM’s PA

ED’s PA

Dir’s PA

SM’s PA

National

IDP

Line of Sight – IDP/PMS

Provincial

Strategy and

PlanningMonitoring

Business

Evaluations

Seamless Integration

Organisational Performance

Employee Performance

Performance

Agreements

Progress

Reporting

Performance

Appraisals

CHAPTER1: INTRODUCTION AND LEGISLATIVE CONTEXT:

CHAPTER 2: REVIEW ANALYSIS:

CHAPTER 3: REGIONAL SPATIAL DEVELOPMENT FRAMEWORK:

CHAPTER4: STRATEGIES & PROJECTS

CHAPTER5: BUDGET

CHAPTER 6: PERFORMANCE MANAGEMENT & SDBIP

CHAPTER 7: MAINSTREAMING

CHAPTER 8: INTEGRATION /PLANS

CHAPTER 9: GAME CHANGERS

IDP CHAPTER OUTLINE

BenefitsStrategic Planning

1

2

3

4

5

Alignment around Strategic Priorities

Organisational Participation and Buy-In

Line-of-Sight and Goal Alignment

Improves Effectiveness and Efficiency of planning

Automated system to manage information

BenefitsContracting

1

2

3

4

5

Establishes Accountability for Performance

Clarifies Expectations and Evaluation Criteria for

Employees and Line Managers

Links Performance Agreements to Organisational

Goals and Job Descriptions

Improves efficiency to prepare and approve

Performance Agreements

Provides a sound basis for Progress Reporting

And Monitoring

BenefitsMonitoring

1

2

3

4

5

Provides for a robust monitoring framework

Improved quality and accuracy of monitoring

management information

Automated progress reporting and monitoring

Improved capacity regarding progress

reporting and monitoring

Enables early warnings and improved

decision making

BenefitsEvaluation

1

2

3

4

5

Builds Employee Trust and Confidence

Creates Objectivity and Transparency

Ease of Evidence Management

Links Rewards to Performance

Helps to improve poor performance areas

Key Learnings and Insights

– This enables municipalities to address underlying processes

– Provides sound platform for municipalities to transform

– Fast growing levels of understanding of IDP/PMS Processes

- Total Alignment

- SMART Measurement Indicators

- Clearly defined targets

- Business Plan to be underpinned by robust Monitoring Platform

Overall Quality of IDP/SDBIP

Anchors Planning, Contracting, Reporting, Monitoring, Evaluation, and Appraisals.

Levels of Assurance – Financial Year

Audit Committee & Council

Steering Committee

Representative Forum

Ward-based Public Participation

Steering Committee

Representative Forum

Ward-based Public Participation

Stakeholders

Council Approval

IDP Process Plan

IDP Development

Process – Analysis,

Strategies

Draft IDP (SDBIP)

Final IDP (SDBIP)

August

Sept-Oct-Nov

February/March

May

Draft & Final SDBIP

Plans Timeline

JuneExecutive Mayor

Audit Committee

CONCLUSION

Thanking you