INTEGRATED PERFORMANCE MANAGEMENT SOLUTION LOCAL GOVERNMENT LEVEL IDP/PMS PRESENTATION [PLANNING TO MEASUREMENT] 05-07 OCTOBER IMFO 86th CONFERENCE 2015 Mr Motsumi Mathe: Director- Municipal Systems (SDM)

1 2 3 4 CONTENTS PLANNING & ALIGNMENT SEAMLESS INTEGRATION BENEFITS LEVELS OF ASSURANCE

PLANNING & ALIGNMENT

IDP - Integrated Development Planning IDP-PMS ALIGNMENT 5 Year IDP (Reviewed Annually) Growth & Development Strategy (GDS) Organisational, Cluster and Directorate SDBIPs Performance Agreements Progress Dashboards & Evaluation SDF NationaI & Provincial Outcomes SDBIP Planning Performance Contracting Monitoring & Evaluation IDP Planning National Development Plan (NDP) IDP - Integrated Development Planning PMS - Performance Management System

Line of Sight – IDP/PMS National Provincial Municipal Manager Executive Director Director Senior Manager IDP Municipal SDBIP MM’s PA Directorate SDBIP ED’s PA Department SDBIP Dir’s PA Section SDBIP SM’s PA

Seamless Integration Strategy and Planning Monitoring Business Evaluations Organisational Performance Performance Agreements Progress Reporting Performance Appraisals Employee Performance

IDP CHAPTER OUTLINE CHAPTER1: INTRODUCTION AND LEGISLATIVE CONTEXT:    CHAPTER 2: REVIEW ANALYSIS:   CHAPTER 3: REGIONAL SPATIAL DEVELOPMENT FRAMEWORK: CHAPTER4: STRATEGIES & PROJECTS CHAPTER5: BUDGET CHAPTER 6: PERFORMANCE MANAGEMENT & SDBIP CHAPTER 7: MAINSTREAMING CHAPTER 8: INTEGRATION /PLANS CHAPTER 9: GAME CHANGERS

Benefits 1 2 3 4 5 Strategic Planning Alignment around Strategic Priorities 2 Organisational Participation and Buy-In 3 Line-of-Sight and Goal Alignment 4 Improves Effectiveness and Efficiency of planning 5 Automated system to manage information

Benefits Contracting Establishes Accountability for Performance 1 Clarifies Expectations and Evaluation Criteria for Employees and Line Managers 2 Links Performance Agreements to Organisational Goals and Job Descriptions 3 Improves efficiency to prepare and approve Performance Agreements 4 Provides a sound basis for Progress Reporting And Monitoring 5

Benefits Monitoring Provides for a robust monitoring framework 1 Improved quality and accuracy of monitoring management information 2 Automated progress reporting and monitoring 3 Improved capacity regarding progress reporting and monitoring 4 Enables early warnings and improved decision making 5

Benefits 1 2 3 4 5 Evaluation Builds Employee Trust and Confidence Creates Objectivity and Transparency 2 Ease of Evidence Management 3 Links Rewards to Performance 4 Helps to improve poor performance areas 5

Key Learnings and Insights This enables municipalities to address underlying processes Provides sound platform for municipalities to transform Fast growing levels of understanding of IDP/PMS Processes Total Alignment SMART Measurement Indicators Clearly defined targets Business Plan to be underpinned by robust Monitoring Platform Overall Quality of IDP/SDBIP Anchors Planning, Contracting, Reporting, Monitoring, Evaluation, and Appraisals.

Levels of Assurance – Financial Year Plans Stakeholders Timeline IDP Process Plan Audit Committee & Council Steering Committee Representative Forum Ward-based Public Participation August IDP Development Process – Analysis, Strategies Sept-Oct-Nov February/March Draft IDP (SDBIP) May Final IDP (SDBIP) Council Approval Audit Committee June Draft & Final SDBIP Executive Mayor

CONCLUSION

Thanking you