CIPFA Financial Assessments \ benchmarking May 2016

Data collection and benchmarking – what we do The benchmarking process – how we do it A look at some of the results from 2015

Benchmarking aims Our benchmarking exercises are designed to answer key questions: How are you performing? Are you performing better year on year? How does your performance compare with peer organisations? Are you providing value for money? Can we learn anything from other organisations? Where exactly does our performance fall short? What level of improvement can we realistically expect to make?

Data collection and benchmarking – what we do The benchmarking process – how we do it A look at some of the results from 2015

Benchmarking process overview More than 40 steering groups of service managers and public sector experts Work with sector to define and calculate indicators that are fit for purpose Issue forms and collect data Extensive validation of returned information Draft reports for checking purposes Final reports benchmarking position against a range of comparator groups Full datasets, contact details etc. Interactive and online tools for further analysis Review meetings to share experiences and learn from peers

Data collection and benchmarking – what we do The benchmarking process – how we do it A look at some of the outputs from 2015

Financial Assessments The report analyses information on: cost of the assessment process workload measures staffing levels and grades type of staff involved in the process charging policies collection and payment methods performance indicators, e.g. speed of assessment IT systems self-directed payments re-assessment procedures income recovery

Example output

Example interactive tool This is an Excel tool – which allows members to re-create graphs in the reports.

Members Lewisham Essex North Somerset Short presentation from three member authorities. Including examples of how they have used the benchmarking data. Lewisham Essex North Somerset