GUIDE TO STRATEGIC PERFORMANCE
MANAGEMENT SYSTEM (SPMS)
I. What is SPMS?
II. Composition and Role of SPMS Performance Management Team (PMT)
III. MFOs, P/A/Ps and Success Indicators
IV. Guide to Developing Q/E/T Ratings
V. Required Forms and Timelines
FOR DISCUSSION
OUTLINE
• Links individual performance with agency’s organizational vision, mission and strategic goals
• Output/outcome-based how work contributes to agency’s mandate
• Team approach to performance management
WHAT IS SPMS?
FEATURES OF SPMS:
• Tool/methodology to measure agency/division/individual performance vis-à-vis office mandate
• Replaces PES starting January 2014• Aids human resource systems• Basis for incentives (PBB 2014, step increment, rewards)
CFO-SPMS Performance Management Team
1. Usec. Mary Grace Tirona – PMT Chairperson
2. Rod Garcia/Frencel Tingga – Division Head, PPRD
3. Regina Galias – Division Head, AFD
4. Marita Apattad – Division Head, PMD
5. Ivy Miravalles – Division Head, MIED
6. Romeo Rosas II – Division Head, MISD
7. Warner Dawal – Training Officer
8. Cindy San Pedro – HR Officer
9. Manolo Tibe – CFOEA President
10. Graciel Paguinto – Secretariat
11. Reina Marie Calvo – Secretariat
* Secretary Imelda Nicolas as CFO-SPMS Champion
Role of PMT:
• Consult with division heads to discuss targets in OPCR• Ensure targets are aligned with budget of agency and
work distribution is rationalized• Recommend approval of OPCR and ratings to
Chairperson• Act as appeals body and final arbiter for performance
management issues• Identify potential top performers and provide inputs to
PRAISE Committee for grant of incentives and rewards• Adopt internal policies and procedures as necessary• PPRD as PMT Secretariat
Role of PPRD in the PMT:• Monitor submission of OPCR and schedule evaluation by PMT• Assess submission of divisions • Provide each division with final office assessment as basis for
individual employee assessment
Role of AFD in the PMT:• Monitor submission of IPCR by division heads• Assess IPCR submission of divisions average
performance rating should not be higher than Office Performance Rating
• Analyze gaps in skills/competency and address gaps through appropriate intervention (i.e., training, planning)
Role of Division Heads in the PMT:• Primary responsible for performance management of his/her
division• Lead planning on agreed outputs – division/individual level• Rationalize distribution of targets• Review IPCR• Submit quarterly accomplishment report to PPRD• Regular Monitoring and Coaching of individual employee• Determine final assessment of each employee based on proof
of performance• Inform employee of final rating and recommend necessary
intervention
Sanctions:
* Non-submission of OPCR to PMT and IPCR to AFD within specified dates shall be ground for:
• Disqualification of employee/s for performance-based personnel actions such as promotion, training, scholarship grants and performance enhancement bonus – if failure of submission is fault of employee/s
• Administrative sanction for violation of reasonable office rules and regulations AND simple neglect of duty for supervisors or employees responsible for delay of report submission
• Administrative offense for Neglect of Duty if supervisor/unit head fails to notify employee of unsatisfactory of poor performance during rating period
MAJOR FINAL OUTPUT (MFO)
Overseas Filipino Welfare Services
Welfare Programs for Filipinos
Overseas
Strategic Priority No.1
Policy Formulation and Development,
Coordination and Implementation of the
Filipinos Overseas Program
Strategic Priority No.2
General Administrative and Support Services
P/A/P
MIED and PMD
PPRD, OSEC and MISD
AFD
SUCCESS INDICATORS:
• 85% of target number of OFs assisted
• 80% of OFs assisted rate services as good or better
• 85% of requests for assistance responded to within 24 hrs.
SUCCESS INDICATORS:
• 85% efficiency in provision of admin and logistical support
• 85% efficiency in collection of disbursement of funds
SUCCESS INDICATORS: • 85% of target PAPs
successfully implemented, evaluated and enhanced
• 80% of program beneficiaries rate services as good or better
• 85% of integrated PAPs reviewed annually
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
MISD
1. Databanking2. Response to queries3. Researches for BaLinkBayan
Identify which of your PAPs contribute directly to the assigned Strategic Priority (#2)?
CFO/ DIVISION LEVEL
STEP 1 Know which Strategic Priority your division is part of?
STEP 2 List down all the Programs/Activities/Projects (PAPs) under your Division?
STEP 3
Databanking InfoSytems Devt. ICT Projects Response to queries Data Encoding Meetings Researches for BaLinkBayan Creatives
MISD
CFO/ DIVISION LEVEL
Develop a Success Indicator for the PAPs identified.Clue: How will databanking contribute to policy development?
STEP 4
“Efficient submission of Emigrant Masterlist to Philippine Diplomatic Posts”
Develop a rating scale on how MISD will be ranked as a division.
STEP 5
QUALITY EFFICIENCY TIMELINESS
RATING ACCOMPLISHMENT10 (Outstanding) Exceeded 30% and above
8 (Very Satisfactory) 1-29% increase in expectation
6 (Satisfactory) Met expectations
4 (Unsatisfactory) Failed to meet expectations
2 (Poor) Below expectations
Policy Formulation
and Development, Coordination
and Implementation of the Filipinos
Overseas Program
MISD
Overseas Filipino Welfare Services
MFO Strategic Priority
Efficient Databanking
and Management
PAPs
Submission of Emigrant Masterlist to
Philippine Diplomatic
Posts
Success Indicator
QUALITY EFFICIENCY TIMELINESS
RATINGS
DIVISION LEVEL
10: Masterlist approved by
Chairperson sent to PECs within 1-2 days from receipt by the MISD from
OSEC 8: Masterlist approved by
Chairperson sent to PECs within 3-5 days from receipt by the MISD from
OSEC 6: Masterlist approved by
Chairperson sent to PECs within 1
week from receipt by the MISD from
OSEC 4: Masterlist approved by
Chairperson sent to PECs within 2
weeks from receipt by the MISD from
OSEC 2: Masterlist approved by
Chairperson sent to PECs after 2
weeks from receipt by the MISD from
OSEC
10: Report approved by Chairperson
upon 1st submission 8: Report
approved by Chairperson
upon 2nd submission with minor revision/s
6: Report approved by Chairperson
upon 2nd submission with major revision/s
4: Report approved by Chairperson
upon 3rd submission with minor revision/s
2: Report approved by Chairperson
upon 3rd submission with major revision/s
Policy Formulation
and Development, Coordination
and Implementation of the Filipinos
Overseas Program
MISD
Overseas Filipino Welfare Services
MFO Strategic Priority
Efficient Databanking
and Management
PAPs
Preparation of Emigrant Masterlist
for transmittal
to Philippine Diplomatic
Posts
Success Indicator
QUALITY EFFICIENCY TIMELINESS
RATINGS
INDIVIDUAL LEVEL
10: Masterlist approved by
Chairperson sent to PECs within 1-2 days from receipt by the MISD from
OSEC 8: Masterlist approved by
Chairperson sent to PECs within 3-5 days from receipt by the MISD from
OSEC 6: Masterlist approved by
Chairperson sent to PECs within 1
week from receipt by the MISD from
OSEC 4: Masterlist approved by
Chairperson sent to PECs within 2
weeks from receipt by the MISD from
OSEC 2: Masterlist approved by
Chairperson sent to PECs after 2
weeks from receipt by the MISD from
OSEC
10: Report approved by
Unit Head upon 1st submission
8: Report approved by
Unit Head upon 2nd submission
with minor revision/s
6: Report approved by
Unit Head upon 2nd submission
with major revision/s
4: Report approved by
Unit Head upon 3rd submission
with minor revision/s 2: Report
approved by Unit Head upon 3rd submission
with major revision/s
MIED
1. Policy Inputs / Research Papers2. Pre-Departure Services 3. Community Education Program 4. Roundtable Discussion 5. Inter-Agency Meetings 6. IACAT-ADVOCOM
Identify which of your PAPs contribute directly to the assigned Strategic Priority?
CFO/ DIVISION LEVEL
STEP 1 Know which Strategic Priority your division is part of?
STEP 2 List down all the Programs/Activities/Projects (PAPs) under your Division?
STEP 3
Policy input Response to QueriesResearches RTDsATN IAC meetingsPre-Departure Program Registration
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
MIED
CFO/ DIVISION LEVEL
Develop a Success Indicator for the PAPs identified.Clue: How can the pre-departure program contribute to
improving overseas Filipino welfare?STEP 4
“Efficient conduct of pre-departure services for Filipino emigrants”
Develop a rating scale on how MIED will be ranked as a division.
STEP 5
QUALITY EFFICIENCY TIMELINESS
RATING ACCOMPLISHMENT10 (Outstanding) Exceeded 30% and above
8 (Very Satisfactory) 1-29% increase in expectation
6 (Satisfactory) Met expectations
4 (Unsatisfactory) Failed to meet expectations
2 (Poor) Below expectations
MIED
Overseas Filipino Welfare Services
MFO Strategic Priority PAPs
Efficient conduct of
pre-departure
program for Filipino
emigrants
Success Indicator
QUALITY EFFICIENCY TIMELINESS
RATINGS
DIVISION LEVEL
10: 100% of Filipino emigrants processed within prescribed period
8: 86-99% of Filipino emigrants processed within
prescribed period 6: 80-85% of
Filipino emigrants processed within
prescribed period 4: 65-79% of
Filipino emigrants processed within prescribed period
2: 64% or below of Filipino emigrants processed within prescribed period
10: 100% of Filipino
emigrants assisted thru
PDOS rated the program as good/better
8: 86-99% of Filipino
emigrants assisted thru
PDOS rated the program as good/better6: 80-85% of
Filipino emigrants
assisted thru PDOS rated the
program as good/better
4: 65-79% of Filipino
emigrants assisted thru
PDOS rated the program as good/better 2: 64% or
below of Filipino emigrants
assisted thru PDOS rated the
program as good/better
Welfare Programs
for Overseas Filipinos
Pre-Departure Program
for Filipino Emigrants
MIED
Overseas Filipino Welfare Services
MFO Strategic Priority PAPs
Effective conduct of
Pre-Departure Orientation
Seminar
Success Indicator
QUALITY EFFICIENCY TIMELINESS
RATINGS
INDIVIDUAL LEVEL
10: 100% of PDOS attendees
rated the session as
good/better 8: 86-99% of
PDOS attendees rated the session as
good/better6: 80-85% of
PDOS attendees rated the session as
good/better 4: 65-79% of
PDOS attendees rated the session as
good/better 2: 64% or
below of PDOS attendees rated the session as good/better
Welfare Programs
for Overseas Filipinos
Pre-Departure Program
for Filipino Emigrants
What are the required forms:• Office / Division Level Performance Commitment and
Review Form (OPCR/DPCR)• Individual Performance Commitment and Review Form
(IPCR)• Due Monday (June 23) before 12 noon – complete with
targets (agreed upon with unit head)• Electronic copy – send to [email protected];