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

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