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A j
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Workshop on options for medium-term planning
The Serbian case
Tibor Draskovics, Hungary, SIGMA expert
Podgorica, 30.09.2015
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Why Serbia?
• History?
• Language?
• Culture?
• Legal system?
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Serbia is on the threshold of a comprehensive policy
reform
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State of play in Serbia 2014-2015
• Medium-term institutional planning does exist – on paper, no enforcement, very formalistic
• No coordination
• Completely bottom up
• Not connected to the budget
• No responsible organisation
• No standard policy making processs
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The brighter side…
• Secretariat for Public Policies (Republicki Sekretarijat za Javne Politike) established
• Action Plan for Implementing the Government Program developed
• Program budgeting introduced
• Regulatory (legal) elements of a comprehensive policy reform developed and ready for adoption
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Medium-term planning or policy reform
(in Serbia)?
• Medium-term planning is a crucial element of the planning system
• The best planning system by itself cannot make the necessary impact
• The entire policy cycle is to be looked at and consistently improved
policy reform is needed
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The approach of the reform
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Policy Planning Political priorities
Problem identification
Policy development
Consultations
Coordination
Government decision making
process
Implementation
Monitoring
Evaluation
Center
of Gov.
Med.Term
Planning
Legal
reg. Guideline
s/manuals
Struct
ures
Policy planning-development-coordination-
implementation-monitoring – budgeting system
Effective
Government
Capacity
building
Civil
Soci
ety
Busi
ness
com
muni
ty
Line
ministri
es
MoF,
SEIO,
PMO
LS
GS/PPS
Proce
sses
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Reform plan
Local govern
ments
EU
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The legal package developed
• Zakon o planskom sistemu u Republici Srbijie;
• Uredba o metodologiji za izradu srednjorocnih planova;
• Uredba o metodologiji za upravljanje javnim politikama, analizi efekata javnih politika i propisa i sadržaju pojedinačnih dokumenata javnih politika
• Relevant for the entire public administration, including local governments
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The key areas covered 1.
• Planning principles
Reality, relevance, reliability
Continuity
Coordination and cooperation
Fiscal feasibility
Transparency and partnership
• Planning/policy documents
Definitions
Hierarchy
Mandatory elements
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The key areas covered 2.
• Development of documents
The process
The tools (impact assessment, RIA)
The key players/decision makers
• Implementation
• Monitoring
• Reporting
• Evaluation
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The Medium-Term (Institutional) Plan (MTIP)
• The MTIP is the three years „strategic” plan of the budget beneficiary (institution)
• Summary of objectives, measures and resources
• Relevant for the area of responsibility (sector, subsector, geographic area etc.) of the institution and the institution itself
• Based on analysis/evaluation and other documents
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Key principles to be followed by MTIPs
• Full alignment with higher level planning documents
• All planned activities should be based on already approved policy documents
• Timeline to be added
• Only approved funding can be planned
• Strickt control within the Government
• Full transparency for the public
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The medium-term plans within the system
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Development Plan
National Dev./Investment
Plan
Staregies/policies
Government
Programme (GP)
Action Plan for GP
Fiscal
Strategy
/MTEF Medium-Term
(Institutional)
Plan Gov.
Work
Plan
Budget
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Key elements of the MTIP 1.
• General part
Competencies, responsibilities
Orgchart
Description of the „as is” and „to be” situation
Priorities (max 3)
• Strategic part
Objectives
Measures
Performance indicators
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Key elements of the MTIP 2.
• Plan of normative activities
laws, bylaws and other regulations to be drafted
With indication of priority and timing
To be included into the Government Work Plan
• Program Budget structure
All planned activities structured according the budget requirements
With source and amount of approved funding
• Overview of results of the situational analysis
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The MTIP planning cycle
• Once adopted to be reviewed and adjusted annually (in spring)
What is achieved what is not
Changes in higher level policy documents
Changes in the environment
• Additional review in the budgeting phase (in autumn)
• Final approval in December (after the budget is adopted)
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Links with the fiscal-budget planning
• Single (integrated) system/process concept
• Supported by integrated IT platform
• Continuous iteration of plans and resources
• Funding to be secured by
Saving
Reallocation
External sources
Requesting approval of new funding
• Dual sponsorship of the system:
MoF
PPS
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The MTIP process • To be drafted by working group within the
institution to ensure full overview
• To be approved internally by the top manager of the institution, externally by MoF and PPS
• Continuous monitoring of implementation by the institution
• Annual reporting to the Government
• Implementation and reporting controlled by MoF and PPS
• The MTIP and the annual report is to be published on the web site.
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Some lessons 1.
• Is it perfect? No
• Are all the preconditions in place? No
• Will the implementation be smooth? No
• Is it a model to be copied? No
• Can everything be planned? No
• Is it worth to look at and consider? Yes
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A j
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Some lessons 2.
• High(est) level political commitment
• Committed and capable leading organization (CoG)
• Capacity building across the Government
• Gradual implementation – consistent enforcement
• It is a different way of thinking, a different way of Government – a real cultural change
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A j
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Thanks for your kind attention.
Let’s discuss!
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