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Public entities and agenciesENE guidelines 2008

28-29 November 2007

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General• Extend coverage to all entities

– Retain entities which reported last year– Relate policy initiatives to presentation of financial data

• Include key performance indicators• Departmental programme transfers reported under

entities (no duplication)• Schedules aligned to reporting period of departments• NB: earlier submission dates in January• Liaise with NT budget examiners

www.treasury.gov.za/publications/guidelines

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Critical datesDistribution of public entities database and guidelines 16 November 2007

Information session for departments 29 November 2007 (morning)

Information session for entities 29 November 2007 (afternoon)

Provisional allocation letters to departments 30 November 2007

Submission of completed data files for public entities 10 December 2007

Submission of first draft chapter - departments and entities (including measurable objectives and indicators)

14 December 2007

Feedback on selected objectives and indicators from NT January 2008

Submission of second draft of database inputs 11 January 2008

Submission of second draft chapters – departments and entities (final indicators and objectives)

Mid January 2008

Submission of entities text – Social services 15 January 2008

Justice and protection services 16 January 2008

Central, Finance Administrative services 17 January 2008

Economic services 18 January 2008

Final sign-off of chapters by departments First week February 2008

Budget day 20 February 2008

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Performance information in the 2008 ENE

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What’s in the instructions?• Key performance indicators

– Seven year timeframe format– Indicators have been moved to the front of the vote so that both cross-

cutting or programme-specific indicators may be highlighted– Indicators may relate to inputs, activities, outputs, outcomes and may

also provide contextual or explanatory information– Average of 10 performance indicators recommended per entity– Two areas to discuss performance:

• Quantitative performance indicators in the key performance table (also see guidelines on using percentages)

• Qualitative performance information in the strategic overview section

Indicators Performance

Past Current Projected

2004/05 2005/06 2006/07 2007/08 2008/09 2009/10 2010/11

………………………. …… …… …… …… …… …… ……

………………………. …… …… …… …… …… …… ……

………………………. …… …… …… …… …… …… ……

………………………. …… …… …… …… …… …… ……

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Helpful tips• In general, indicators should relate to ongoing functions but may also be project-

specific• The average of 10 indicators per entity means that the number of indicators may

range from 7 to 17 more or less depending on need• Ensure that only numerical values are used to reflect past, current and projected

performance in the seven year table• Ensure that the indicator is clear and obviously relates to the work of the entity. (e.g.,

“number of claims processed” could be clarified as “number of workers’ compensation claims processed per month”)

• The key indicators do not have to cover all the aspects of the entity’s work just the most important from an oversight monitoring standpoint

• Key performance indicators in the ENE represent only a small subset of entity performance information for auditing purposes

• Don’t forget to include the unit of measure in the indicator title• Don’t forget to provide a brief definition of each indicator (i.e., enough detail to give a

general understanding of the indicators• Review the strategic plan • Review the Presidency’s “Development Indicators Mid-term Review” of 72 national

indicators