Oregon State Government -Performance Reporting

in Six Steps

Presentation by Rita Conrad to:Advisory Committee on Citizen-Friendly Performance ReportingJuly 12, 2004Oregon Progress Boardwww.oregon.gov/DAS/OPB

Step 1. Budget Instructions

Include Performance Measure Guidelines as mandated

Guidelines collaboratively developed by the Oregon Progress Board as mandated

Guidelines include:– Conceptual framework– Criteria– Timeline– Forms

Step 2. Agencies develop “key” performance measures for each biennium.

Measures should meet the criteria spelled out in the budget instructions

“Key” means externally reported to:– Policy makers– Citizens

Agencies may manage to additional internal measures, as well.

Step 3. Criteria-based review (written)

Agencies submit measures on a series of forms that:– Link measures to goals, mission and benchmarks– Summarize the data and targets– Specify data sources

Review team members– Executive branch– Legislative branch– Outside organizations

Step 4. Legislature approves or modifies.

Legislators review agency measures in the Ways and Means budget hearings.

Ways and Means subcommittee approves or requests modifications in the final measures.

Agency submits final measures.

Step 5. Agencies report annually against the approved measures.

Annual reports have three components:– Executive Summary– Part I, Managing for Results– Part II, Key Measure Analysis

For this biennium’s currently approved measures, agencies:– submitted one preliminary progress report (Jan 04).– will submit two more annual reports on

September 30, 2004 September 30, 2005

Step 6. Measures and reports are made open to the public.

On agency websites (Home or About Us) Progress Board website

http://egov.oregon.gov/DAS/OPB/ Press releases pointing to the web page Currently, there is no hard copy report

available to citizens.

Demonstrate web site.

Biennial evaluation of the system

Oregon Progress Board mandated to report how the system is working to legislature

Assessment will address reporting agency results to the public

What we learn from you will feed into this evaluation.

Circe Torruellas, evaluator