Welcome to Performance in PracticeGovernment BSC Practitioners Forum II

20th April 2004Oracle London City Office

Performance in Practice -Agenda10.00 Managing the Councils Performance using the BSC

Allan Aubrey Barking + Dagenham 10.45 View from the Market - Nick Hancock Oracle11.30 Morning Coffee11.45 Fast Track Best Value Scorecard for LG

Nick Holland + Mike Evans Oracle12.30 Buffet Lunch1.00 Amanda Davies – I&DEA1.15 Performance Management within the UK MOD

Capt Ross Albon OBE & Alan Jenkinson Symbia 2.15 Paradise Lost, Paradise Found

Does Budgeting Have a Future Peter Sparrow Oracle

3.00 Discussion3.30 Summary + Close for Main Session

Further Discussion

Performance in Practice -Agenda10.00 Managing the Councils Performance using the BSC

Allan Aubrey Barking + Dagenham 10.45 Nick Hancock Oracle11.30 Morning Coffee11.45 Best Value Scorecard Fast Track

Nick Holland + Mike West Oracle12.30 Buffet Lunch1.00 Amanda Davies – IDEA1.15 Performance Management within the UK MOD

Capt Ross Albon OBE & Alan Jenkinson Symbia 2.15 Paradise Lost, Paradise Found

Does Budgeting Have a Future Peter Sparrow Oracle

3.00 Discussion3.30 Summary + Close for Main Session

Further Discussion

Paradise Lost Paradise Regained !

The Future of Planning and Budgeting

By Peter Sparrow

Government Solutions Telephone: 0118-924-4637

07770-571-297

peter.sparrow@oracle.com

Guidance in Best Practice Budgeting

The budget is a tool of repression rather than innovation. Bob Lutz, ex - Chief Operating Officer, Chrysler

The process of management is not about administering fixed budgets, it is about the dynamic allocation of resources" - Lord Browne, CEO, BP

The budget is the bane of corporate America. Jack Welch, ex-CEO, General Electric

The Problem with Budgets

Strategy SystemsStructure

Staff

Style

Skills

Shared Values

Globalisation/ServicesSix Sigma/E-Business

Operating SystemSession C’s

DecentralisationSBU + Divisions

Business ReviewsExecute in Projects

Imagine, Solve, Build, Lead

Differentiation Top 20% Bottom 10%People FactoryPeople First Strategy Second

Accountability, OwnershipManaging Loose/Tight

But Public Services is Different….

Can you really throw out budgeting completely?Policy is linked with Budget and Tax HM Treasury – Cascade of funding + accountabilityGovernance and Transparency

Focus traditionally more money spent on servicesBut all of this is changing ……..delivering a difference

Evolution not Revolution ---Darwin not Madame Guillotine

Government Planning FrameworkPublic Service AgreementHigh Level Objectives

Long Term Plans5-10 Yr + Targets

Business Plans (SDA)3 to 5 Yr PSA Targets

Short Term Operational Budgeting allocation + bidding. 1 year

Performance Monitoring Monthly Management Reviews

Towards a New Model A Case for Evolutionary Approach in Public Sector

BreakingFree

Performance ManagementFocus on Outcomes

Introduce Demand ForecastingDevelop the Map to steer by

People Climate for Action

Customer OutcomesService Access

Improved ServicesSatisfaction to Value Added

Join Up Joint Performance

Lifecyle approaches

Performance Linked BudgetingBalancing

the Stakeholders ContinualImprovement

Project Based Execution

Announcing Better Budgeting with Oracle EPB

Better Process Less Time, Less Cost – Work flow, schedules, rules cascading, documentation,– automatic exception reporting

Understand Business Better– Unified Strategic, Budget and Operational data model– All the modelling power of OFA

Enterprise-Wide– Continuous and Collaborative– Accountability

Performance Based– Shares same data model as Balanced Scorecard

Internal Process

Stakeholder Customer

Budgetary Employee

MissionOracleBalancedScorecard

2. Keeping On TrackProgramme Management

3. Managing Risk

Oracle Project Intelligence

Oracle BSC Risk Register4. Reward for Results CompetencyDevelopmentEmployee climateOracle HR Competency

1.Performance Based BudgetingOracle EnterprisePlanning & Budgeting

5. Organisational Alignment + Joined Up GovernmentCascading Scorecards

Roadmap From Strategy to Implementation…..

Oracle DBI + eBusiness Suite

6..Operational Performance

Oracle Balanced Scorecard

Solving the data integration and management problem….

Customer Surveys+ Employee Review

Statistics +Reports

Standalone Applications

Customer Data

Operational Data HRFinanceInternal Proces

Oracle E-survey

Oracle E-Business Suite

Spreadsheets

Oracle HTML Database

Oracle Warehouse Builder (For large volumes

of data)

Oracle Discoverer

Adhoc Analysis

+ Reporting

BSC Data Loader

Databases

Internal Process

Stakeholder Customer

Budgetary Employee

Mission“

OracleBalancedScorecard

Data Warehousing

ETL

OLAP

Data Mining

Oracle10GOracle10G

The bed rock – the data

Holistic approach - many more sources of data

– HR and Financial Information – Customer Data from CRM – But also other data does sources

Clinical Systems in the NHSCustomer Survey Information

Enterprise Approach that can be delivered in manageable steps

Traditional Analytic Servers

Data Data WarehouseWarehouse

EngineEngine

DataIntegrationEngine

OLAPEngine

MiningEngine

Oracle 10G Platform

Data Warehousing

ETL

OLAP

Data Mining

Oracle 10GOracle 10G

Manage all data in one placeScalable, Secure, Low Cost and Easy to Maintain

Integrate All Necessary Information

Current ExamplesBreaking Free

– Fast Start Approaches in LG and NHS underway– Local Strategy Formulation and Development

Better Budgeting– US Federal & Defence etc. early adopter

Towards Enterprise-Wide Performance Management System– Integrated Risk Management ONS – Major UK Retail Bank – BSC+HRMS

Performance Management System– Road map to Enterprise System– Better Processes + – Better View on the Business – Evolutionary + Flexible Approach– Step Wise Delivery

Questions and AnswersWhat have we learned ?Slides at www.oracle.co.uk/lg Follow up

A new name for the Forum

– “Performance in Practice”

– October -London/Reading

Summary