performance measurement an management of paca and led: the compass of local competitiveness
DESCRIPTION
Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness. Jörg Meyer-Stamer [email protected]. A methodology for monitoring and evaluation: The Balanced Scorecard approach. Customers’ perspective. Financial perspective. Learning and growth perspective. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/1.jpg)
Performance Measurement an Performance Measurement an Management of PACA and Management of PACA and LED: The Compass of Local LED: The Compass of Local Competitiveness Competitiveness
Jörg [email protected]
![Page 2: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/2.jpg)
Financialperspective
Learning andgrowth perspective
Customers’perspective
Internal business processes perspective
A methodology for monitoring A methodology for monitoring and evaluation: The Balanced and evaluation: The Balanced Scorecard approachScorecard approach
![Page 3: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/3.jpg)
Key ideas involved in Balanced Key ideas involved in Balanced Scorecard (1) Scorecard (1)
BSC is not an ex-post evaluation tool, but a performance management tool– it forces actors to agree on goals and priorities
• You allow no more than 3 - 4 Critical Success Factors (CSF) per quadrant
• You allow no more than 2 - 3 Key Performance Indicators (KPI) per CSF
– BSC creates a concurrent process of action and of reflection, leading to adjustment
![Page 4: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/4.jpg)
Key ideas involved in Balanced Key ideas involved in Balanced Scorecard (2)Scorecard (2)
BSC is organised in a hierarchically structured way – a top-level BSC at a programme / policy level– more specific BSCs for initiatives that feed into the
programme– even more specific BSCs for individual projects
and interventions
![Page 5: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/5.jpg)
Economic impact:* business retention* creation of jobs and income* generation of start-ups
LED learning:* LED skills accumulation * alignment of goals and objectives* systematic M+E
External perspective:* distinctive locational profile* improved locational marketing* better standing with funders* stakeholder relationships
LED Process: * competent public service * membership-driven Chamber and business associations * effective communication between key players
Adapting the Balanced Scorecard to PACAAdapting the Balanced Scorecard to PACA
The Compass of Local The Compass of Local Competitiveness: An Example Competitiveness: An Example
![Page 6: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/6.jpg)
Economic impact:* business retention* creation of jobs and income* generation of start-ups
LED learning:* LED skills accumulation * alignment of goals and objectives* systematic M+E
External perspective:* distinctive locational profile* improved locational marketing* better standing with funders* stakeholder relationships
LED Process: * competent public service * membership-driven Chamber and business associations * effective communication between key players
Possible quick-wins with PACAPossible quick-wins with PACA
![Page 7: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/7.jpg)
Context and purposeContext and purpose
Assess the overall progress and impact of a PACA Project or another LED initiative
Create an occasion to discuss goals and achieve goal alignment– define indicators for each of the four quadrants in
a participatory way• define critical success factors (CSFs) • define key performance indicators (KPIs)
Create an occasion for exchange of experience between different subsector / cluster / value chain initiatives.
![Page 8: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/8.jpg)
How to do it practically? How to do it practically? Top-level workshop Top-level workshop
Workshop during first PACA follow-up Repeat the scoring exercise on a bi-monthly basisStart to collect hard data on OVIs as they become
available.
![Page 9: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/9.jpg)
![Page 10: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/10.jpg)
Sequence of activities in a Sequence of activities in a Compass WorkshopCompass Workshop
1 Framing: What exactly are we talking about?
2 Look back: What have we achieved so far?
3 Visioning: What are the overall objectives of the object of the Compass?
4 Define Critical Success Factors
– organise CSFs into four quadrants
– prioritise them (Pareto)
5 Option 1: Define 2 - 3 KPIs for each CSF
– obtain a first score for each indicator
6 Option 2: Go directly into definition of activities to address CSFs (with participants with little experience in formulation of indicators
![Page 11: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/11.jpg)
Economic impact:* business growth* level of investment, rate of return * creation of jobs and income
Innovation and learning:* understanding the 5 forces* skills development* R&D* linkages with support orgs. * market intelligence
Customers’ perspective:* what are the CSFs in creating and maintaining customer interest (price, quality, timely delivery, brand, lifestyle, ...)
Business Process: * productivity, quality, design, upstream and downstream, technology, market channels, flexibility, responsiveness, compliance with standards, ...
A possible Cluster / value chain / A possible Cluster / value chain / subsector PACA Compasssubsector PACA Compass
![Page 12: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/12.jpg)
Economic impact:* value chain integration* product diversification* market-driven demand* availability of funding
Knowledge and learning:* effective transfer of skills* extension* market analysis* capacity building in quality control
Relationship:* access to agricultural product markets* partnership btw. commercial and emerging farmers* coop. public/private sector
Internal organisation: * land reform* agri BEE objectives internalised* effective process management
The Ilembe Agriprocessing The Ilembe Agriprocessing CompassCompass
![Page 13: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/13.jpg)
Context and purposeContext and purpose
Assess the overall progress and impact of a value chain / cluster / subsector initiative
Create an occasion to discuss goals and achieve goal alignment– define indicators for each of the four quadrants in
a participatory way• define critical success factors• define key performance indicators
– more customer-focused exercise
Create an occasion for interaction between private and public sector
![Page 14: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/14.jpg)
How to do it practically? How to do it practically?
Workshop during first PACA follow-up Repeat the scoring exercise on a monthly or bi-
monthly basisStart to collect hard data as they become available
![Page 15: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/15.jpg)
Some lessons learnt in Ilembe Some lessons learnt in Ilembe pilot exercise (October 2004), 1pilot exercise (October 2004), 1
Crucial to exactly define what the Compass is about (limits of the system, insider / outsider, territory, sector / value chain, LED / local development at large)
Build in iterations to check wording and alignment of understanding
![Page 16: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/16.jpg)
Some lessons learnt in Ilembe Some lessons learnt in Ilembe pilot exercise (October 2004), 2pilot exercise (October 2004), 2
The exercise involves an assessment of the overall strategy -- to the surprise of the participants – in locations with incipient LED activities, a
Compass workshop is a possible alternative to an “LED Awareness Workshop”
– Option: use Compass for strategy formulation, use Paper Computer for prioritisation
The earlier you can introduce the Compass in an LED initiative, the better (baseline data)
![Page 17: Performance Measurement an Management of PACA and LED: The Compass of Local Competitiveness](https://reader036.vdocument.in/reader036/viewer/2022082821/56814ee7550346895dbc7995/html5/thumbnails/17.jpg)
Thank you for your attention!Thank you for your attention!