dashboarding 101 performance governance system pgs individual dashboards 12 november 2013...
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Dashboarding 101
Performance Governance
SystemPGS Individual Dashboards
12 November 2013Orientation/Workshop
PGS
PGS: Link to Performance Evaluation
BLLead Lag 2011 2012 2013 2014 2015 2016
AAttractive business and investment environmentfor global competitiveness Secretary 1 IFC ranking (ease of doing business) 148/183 136/183 99/183 61/183 58/183 50/183
B Improved productivity and efficiency Secretary 2 Jobs Generated 121,091 187,823 411,400 605,339 1,000,000 1,395,626
C Empowered consumers Secretary 3 Consumer Welfare Index (rights, price, safety) 50% 55% 60% 70% 80%
4 Completed Industry Roadmaps (Yr1, Yr2) _ 10 17 24 31 38 1Comprehensive Industrial Development MasterPlan and 10 Industry Roadmaps
5 Stakeholder Engagement Rating 95% 95% 100% 2One Country, One Voice (trade policy/trade negotiation)include consultation protocol and stress test manual
EProvide sufficient, accurate information, andeffective advocacy & communication All Usecs 6 Public awareness rating 99% 99% 99% 99% 99% 99% 3
Massive Information and awareness Campaign a) “Do and Tell” Programb) DBFTAc) Consumer awareness and advocacy program
U/Policy 7 Incentives/Jobs ratio 360,000 1job=10,000 ITH
4 GMITS
8 PHL exports US$60 B US$80.23 B US$98.49 B US$120.6 B9 Investments PHP757.30 B PHP795.20 B PHP876.80 B PHP966.60 B
6 DBFTA ++7 Shared Technology Services Program 8 National Industry Clustering/OTOP
U/CWBRG 11% of consumer complaints that are resolved within the prescribed time 93% 94% 94% 94% 95% 95% 9 “Consumer” Relations Program (CRM)
U/Promo 12 Investor retention rate _ 10 RED Program (investor servicing)
U/RODG 13 % of enterprises graduating to the next level
EPP-RIPPLES:Step 1 – 56%Step 2 – 15%Step 3 – 29%
11 Stepping up SME Program (i) EPP-RIPPLES (ii) STAR awards
14Price Monitoring Index (No. of cases filed/no. of firms monitored) _
15Safety Standards Monitoring Index (No. of cases filed/no. of firms monitored) _
16Number of criminal cases charged in Court/No. of cases endorsed to OLA against profiteers and hoarders *TBD
I Reinforce DTI image as an “Agency of Choice” Secretary 17 Agency approval rating 54% 48% 65% 70% 75% 80%
JImplement a more progressive and an efficient human resource management and development system
U/MSG 18 Employees' engagement rating 72.30% 75% 78% 80% 83% 85%
KIntensify team culture that fosters meaningful partnerships and performance UMSG 19 Net positive peer rating _
LImplement a meaningful and substantive Knowledge Management System UMSG 20 Knowledge Management Index - 100% 14
Knowledge Management Systema) DTI- ISSPb) Content Management c) Virtual learningd) Engagement process for retirees
MStrengthen and leverage partnership with government agencies, private organizations and dev’t partners
U/MSG 21Amount of additional funding support generated from external sources *TBD PHP1 B PHP1.25 B PHP1.5 B PHP1.75 B PHP2 B
22 Utilization rate (Absorptive capacity) 87% 90% 90% 90% 90% 90%
23 % of COA findings addressed 15% 50% 65% 80% 90% 100%
OMaximize opportunities from available and new sources of funds U/MSG 24 Increase in share in national budget 0.16% 0.16% 0.19% 0.20% 0.21% 0.22%
15 24 14
Peop
le a
nd O
rgan
izat
ion
13
Performance Management System (PMS): ISSP; DTI-PRAISE; PGS implementation; mentoring and coaching; Human Optimization Program (HOP); One DTI (Bldg
Res
ourc
es
NExercise fiscal prudence to optimize use of resources U/MSG
Consumer Protection Program: Soaring Prices, Substandard Products, Strengthened Enforcement
12
5 Investments and Export Brand Development Program
172,550
Targets#
142,605 156,864
GBuild strategic promotion program and networks on trade, investments and MSME
10 Number of MSMEs assisted
Undertake focused and sustainable development interventions under trade & industry, consumer welfare, & MSME
F
P # Strategic ObjectivesObjective Owners
TypeInitiativesStrategic Measures #
U/CWBRGH
Exte
rnal
189,806
U/Promo
U/RODG 117,855 129,640
Ensure clear, consistent and fair enforcement of rules and regulations
Cor
e Pr
oces
s
DEnsure comprehensive & sound policies /regulations consistent w/ nation’s best interests U/Policy
DTI Enterprise Scorecard
BL2011 2012 2013 2014 2015 2016
1 Number of jobs generated -
2 Amount of PHL exports (service and merchandise) US$60B US$80.23B US$89.22B US$98.49B US$108.73 US$120.6B3 Amount of total IPA approved investments PHP 757.3B PHP 833B PHP 916B PHP 1T PHP 1.1T PHP1.2T
BBuild a national brand to promote the Philippines as an export and investment destination
4 Completion Rate (PHL Brand developed) U/CLP 1Export and Investment Brand Development Program
5 No. of enterprises graduated to Level 4 (EPP)BETP, ROs,
CITEM, PTTC2
Revival, Retention, Expansion, and Diversification (RRED) Program
6 No. of new exporters developed (Level 5 & 6)PTTC, ROs, BETP,
CITEM3 Do and Tell Program
7 No. of new buyersBETP, FTSC,
CITEM 4
IntegratedMarketing Communication Plan
8No. of DTI-assisted exporters/ total no. of PHL exporters
BETP, FTSC, CITEM, BOI
5 Regular Columns
DProvide meaningful and comprehensive business intelligence to enable businesses to make informed business decisions
9 No. of timely business intelligence reports submitted
FTSC (market), BETP (supply), BOI
(investment opportunities)
10 Return on Support (ROS)U/CLP, All Promo
units
11 Amount of exports sales generated All Promo units, ROs
12Increase in no. of existing investors serviced (based on risk management modeling)
BOI, FTSC
13 % share of foreign capital to total approved investments BOI, FTSC
14No. of new high-impact investment leads generated viz value-added, job creation, and/or magnitude of investments
BOI, FTSC
15Ratio of targeted sectors investments to total investments (industrial manufacturing, including shipbuilding; agriculture; tourism; logistics; BPO; IT)
BOI, FTSC
FProvide sufficient, accurate information to the public through quad media
16 Number of media releases picked-up U/CLP, All promo
units1/day
17 Client (Buyers/Investors) Satisfaction Rating CITEM, BOI
18Resolution rate (No. of cases resolved/No. of complaints filed)
BETP 0 0 0 0
19 No. of issues resolved/No. of issues referred to BOI BOI, FTSC
20 Percentage of TIPG personnel acquainted with CRM U/CLP 6 Human Capital Development Program
21 GMIS points earned U/CLP 7Customer Relationship Management Competency Program
I Ensure compliance to CSC rules and regulations 22% of Compliance Rate (Tardiness, Undertime and Flag Ceremony)
Promo Group
J Ensure employee satisfaction 23 Employee Engagement Rating Promo Group
24 Utilization Rate (Absorptive capacity)U/CLP, All Promo
units99%
25 % of COA findings addressedU/CLP, All Promo
units
11 25 8
Res
ourc
es
LG
Exercise fiscal prudence to optimize use of resources
G
Exte
rnal
St
akeh
old
P
Cor
e Pr
oces
s
E
K
A
Undertake focused and sustainable trade and investment promotions
C
# Strategic Objectives InitiativesTargets
#ObjectiveOwners
Strategic Measures
Broaden and deepen exporter and buyer base
Improved productivity and efficiency
LD
Peop
le a
nd
Org
aniz
atio
n
Build a favorable reputation for trade and investments
HTransform TIPG as a business-oriented group with CRM as its platform
#
8 Develop CRM system
Functional Group Scorecard
BL
LD LG 2011 2012 2013 2014 2015 2016
A Improve productivity and efficiencyBMSMED Director
1 Jobs Generated
B Develop a vibrant MSME sectorBMSMED Director
2 Increased MSME GVA
3 State of the SME sector report4 Percentage of result statements achieved 0 90% 92% 95% 98% 100%
6 Number of innovative programs developed
7 No. of MSMEs assisted
8No. of enterprises graduating to the export market ready stage
E Establish a pool of BDS providers to serve more MSMEs MSD 9 Number of BDS providers and services increased n=351 500 600 800 900 1000
10 Information and Advocacy Plan developed
11 Level of awareness on entrepreneurship 36% 37% 38% 39% 40% 50%
G Develop competent SME counsellors providing BDS MSD 12 Number of SME counsellors
HEmploy adequate number and ensure high performing workforce equipped with the right capabilities and skills
Cynthia 13Strategic Job Readiness (actual no. of people/required number)
74% 79% 86% 100%
I Acquire and maintain ISO certification Glady 14 ISO Certification acquired 0 60% 100%
J Ensure compliance on CSC rules and regulations Cynthia 15Compliance Rate (Tardiness and Undertime; Flag ceremony)
75% 87.5% 95%
K Ensure employee satisfactionBMSMED ManCom
16 Employee Engagement Rating
17 Utilization rate (Absorptive capacity) 90%
18 No. of notice of unliquidated cash advance 012 18
FDevelop and implement an information and advocacy plan to promote an entrepreneurial mindset
MSD, PPRD
Plan completed
1. Transformation of BMSMED SME center as information hub2. Developing new programs e.g. Mobile SME Center3. Update/Target setting 2011-2016 MSMED Plan4. Development of Info Advocacy Plan to include promotion of standards compliance5. "Reality Show"
5 Policies adopted/laws enacted
RGDExercise fiscal prudence to optimize use of resources
Manage effectively the various programs under the SME Development Plan
All DivisionsCO
RE P
ROCE
S
C
PEO
PLE
& O
RGRE
SOUR
CES
L
D
EXTE
RNAL
ST
AKEH
OLD
ERS
Targets# InitiativesStrategic Measures
Type#
Mandatory credit allocation
MSME Definition
As Chief Strategist and Competent Authority undertake stock-taking of SME sector to ensure adequacy and relevance of policies and programs
Computation of GVA
Amendment to BMBE Law
Expanding Philippine MSME Agenda in international cooperation
P # Strategic ObjectivesObjectiveOwners
Bureau/Office Scorecards
Personal Objective Owner Baseline (2012) Target (2013)
Prepare Investment Collaterals on Investment Priority Areas
1
No. of investment collaterals prepared- investment briefs- pre-investment studies
RO
2
No. of activities undertaken- Investment Fora/Conferences- Investment Briefing - Business Matching- Investment exhibits- Investment missions
RO/PO
3 No. of investors assisted PO4 No. of investors matched PO
Monitor investment leads 5No. of investment leads monitored
PO
Update investment databases
6 No. of new information uploadedRO/PO
7 No. of LGUs capacitated (LIIC, BPLS, LRED, where applicable)
RO/PO
8 No. of capacity-building initiatives implemented (LIIC/BPLS/LRED)
RO/PO
Ensure compliance to CSC rules and regulations
Always attend flag ceremony and report to work on time and within working hours
9Compliance Rate (Tardiness; Undertime; Attendance to Flag ceremony)
RO/PO/HO
analyticalknowledge of preparing proposals/PIS/IBknowledge on organizing fora/missionsknowledge of economics, management, engineeringPE
OPL
E A
ND
ORG
AN
IZA
TIO
N
List of required competencies:
networking with industry experts
BUSINESS DEVELOPMENT INDIVIDUAL DASHBOARD (INVESTMENT PROMOTION OFFICER)
Unit Objective Success Measure
Conduct Investment PromotionNo. of investment promotion initiatives implemented;No. of regional presentation materials/promo collaterals prepared/packaged
Conduct of investment promo initiatives
Capacitate LGUs on investment promotion
Division and Personal Scorecards / Dashboards
Dashboard Checklist
SALIENT POINTS• Exhaustive• Standardized Measures
Quantity, Quality and Timeliness• Contract: Agreed upon and signed
D • DETERMINE the job family you belong to
A • APPLY the four-way test
S • SUMMARIZE applicable objectives and measures
H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs
D A S H E A S YThe 8-Step Process
Dashboard Library
45 Strategic Job Families• 10 Business Development• 21 Consumer Welfare• 9 Resources• 5 People and Organization
Secretary Messenger Driver
Dashboard Library
10 Business Development• Product Development Coordinator• Trade Promo Officer• Investment Promo Officer• SME Counselor• Financing Coordinator• Project Coordinator• Training Coordinator• BN Registration Officer• BDD – DC Region• BDD – DC Province
Dashboard Library
21 Consumer Welfare• Mediation Officer• Consumer Arbitration Officer• FTL Monitoring & Enforcement Officer• Adjudication Officer/Hearing Officer (HERO)• Price Monitoring Officer• RO Lawyer• PO Lawyer• Policy Research Officer• Legal Researcher • Prosecuting Officer
Dashboard Library
21 Consumer Welfare• Special Project Manager• Institutional Development Officer• Information Officer• Consumer Education and Advocacy Officer• Consumer Welfare Desk Officer• Permit and Licensing Officer• QMS / Product Auditors• Accreditation Officer• BN Registration Officer• CWD – DC Region• CWD – DC Province
Dashboard Library
9 Resources• FAD Chief• Accountant• Budget Officer• Cashier• Internal Audit Officer• Supply Officer• Support Service Officer• Property Officer – HO• Property Officer – RO and PO
Dashboard Library
5 People and Organization• HR Officer• Information Officer• IT Officer• Personnel Officer• Planning Officer
Secretary Messenger Driver
D • DETERMINE the job family you belong to
A • APPLY the four-way test
S • SUMMARIZE applicable objectives and measures
H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs
D A S H E A S YThe 8-Step Process
Does it apply to me?
Does this significantly to my unit’s output?
Does it comprise a major part of my time?
Is this part of my job description?
D • DETERMINE the job family you belong to
A • APPLY the four-way test
S • SUMMARIZE applicable objectives and measures
H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs
D A S H E A S YThe 8-Step Process
D A S H E A S YThe 8-Step Process
E • ELIMINATE non-essentials
A• ALIGN with lowest cascaded scorecard/
dashboard
S • SET “STRETCHED” or challenging targets
Y • YELL for Help
Dashboarding 101
STEP 1 - D
DETERMINE the JOB FAMILY you belong to
Library of Strategic Jobs
Dashboarding 101
STEP 2 - A
APPLY the 4-WAY TEST in deciding to include/exclude the Personal Objectives/Measures in your own
→Dashboards (Strategic Job Families/ Roles)
Dashboarding 101
STEP 3 - S
SUMMARIZE applicable objectives and measures
→Personal Dashboard
Dashboarding 101
STEP 4 - H
HIGHLIGHT priority measures: ideal 6, max 25 KPIs
→15 – 25- 14
Dashboarding 101
STEP 5 - E
ELIMINATE non-essentials
Dashboarding 101
STEP 6 - A
ALIGN with lowest cascaded scorecard/ dashboard
→DRAFT ID (Tentative Targets)
Dashboarding 101
STEP 7 - S
SET “STRETCHED” or challenging targets
→SIGNED ID(Targets Confirmed)
Dashboarding 101
STEP 8 - Y
YELL for Help!
Dashboarding 101
Thank you and
Happy Dashboarding!!!