Performance Management for Non-Profits, Universities and Foundations

Transcription

1 Performance Management for Non-Profits, Universities and Foundations PLAN: Clearly-define your mission, vision, organizational values, end outcome goals and strategies based on data-driven environmental analysis MEASURE: Identify performance measures to evaluate your program outcomes and operational metrics to help you manage for results MANAGE: Achieve alignment between your programs and strategies while engaging your employees in performance management Dates Offered: December 4-7, 2017 February 26-March 1, 2018 Building the Foundation for Performance Measurement and Management NO TRAVEL BUDGET? NO PROBLEM! Attend in-class or live streamed online Register online at or call PLAN JUSTIFY MEASURE EVALUATE MANAGE REPORT INNOVATE

2 PERFORMANCE MANAGEMENT FOR NON-PROFITS, UNIVERSITIES AND FOUNDATIONS Performance Management for Non-Profits, Universities and Foundations Specifications: CPE/PDU Credits: 32 Delivery Method: Group-live and simulcast internet-based live streaming (CPE credits offered in-class only) Program Level: Basic Prerequisites: None Advanced Preparation: None TOPIC OVERVIEW Performance Management for Non-Profits, Universities and Foundations is designed to build a solid foundation for performance measurement and management in your organization. Throughout this four-day training week, attendees will learn how to effectively connect outcomes to organizational policies, structure and operations. Performance Management for Non-Profits, Universities and Foundations includes the following training courses: COURSE 1: Strategic Planning: Planning form the Top Down and Executing from the Bottom Up COURSE 2: Performance Measures: Creating Outcome and Operational Measures to Drive Results Length: 4 Days (in class) Tuition: $ day Early-Bird Rate: $2195 Each course can be taken as a stand-alone course or as part of the week. For individual course pricing and registration, please refer to the respective course brochures or contact The Performance Institute.

3 Course 1 Strategic Planning: Planning from the Top Down and Executing from the Bottom Up COURSE OBJECTIVES: MODULE 4 Create clearly-defined mission and vision statements, organizational values, environmental analysis framework and end outcome goals and with strategies to meet organizational objectives Align your program mission and performance measures for greater results and the ability to prioritize and resource effectively. Identify the strategic elements and key lessons learned for building results-oriented programs Learn from s more than twenty years of government, non-profit, universities, and foundations MODULE 1 Connect Strategic Planning and Organizational Results Discover why traditional strategic planning processes often fall short of delivering results Identify the characteristics and requirements of successful strategic plans, planning processes and implementation MODULE 2 Identify the Strategic Elements of Results-Oriented Organizations Establish clear linkages to provide a visible chain of evidence to current organization value Measure the importance and relative impact of organization strategies Clearly communicate organizational priorities and goals to all stakeholders MODULE 3 Design and Evaluate Strategic Framework for enhanced Goal Achievement Assess Stakeholder Involvement Use a variety of environmental analysis techniques to analyze internal and external factors Solicit stakeholder input for your strategic planning process Identify all parties impacted by adopting new strategies and define a way to engage stakeholders Develop Results-Oriented Outcomes to Understand Your Organization s Mission Identify long-term goals Align goals to mission and customer values Measure the importance and relative impact of organizational outcomes MODULE 5 Design Outcome-Focused Strategies Develop results-oriented strategies and objectives to achieve outcomes Identify effective, efficient strategies aligned to achieve outcomes Create intermediate outcomes for tracking near-term progress. MODULE 6 Align Program Activities and Resources Evaluate program activities based on strategic objectives Allocate resources based on outcome goals Eliminate barriers that must be overcome to achieve outcome goals MODULE 7 Implement and Manage Strategic Plans Conduct an organizational readiness assessment to target barriers to change Define role for and appoint an external performance advisory panel Appoint initiative owners to keep strategic initiatives on track The instructor has a wealth of knowledge and good examples... [and] was able to speak to the political realities agencies face. -A.S., HHS Great blend of instruction and practical applications. -S. R., DHS Very Dynamic. Lots of examples. -J.M., TSA

4 Course 2 Developing and Using Performance Measures: Creating Outcome and Operational Measures to Drive Results COURSE OBJECTIVES: Learn how to use organizational goals and objectives to develop appropriate performance measures Design effective performance measures to implement your organization s goals and strategies Structure and align key indicators using several popular methodologies Implement and manage through data to execute strategic goals and objectives MODULE 1 Existing Mandates and State of Practice in Performance Measurement Understand why you should measure performance in your organization Implement the four criteria of effective performance measurement systems Illustrate the linkages between daily activities and outcomes MODULE 2 The 8 Keys of Effective Performance Management Systems Understand the eight critical success factors for effective performance management systems Increase data availability and make sure the data are readily accessible Manage and analyze data in a uniform and consistent manner MODULE 3 MODULE 4 Identify Outcomes and Intermediate Outcomes Develop end outcomes that are grounded in mission and statute and that assess progress toward achieving strategic goals Learn how to measure not just what you can easily count, but those difficult-to-measure results that truly matter Use SMART framework to develop effective outcomes MODULE 5 Develop Measures and Metrics Create meaningful measures that are useful for decision makers and other stakeholders Develop clear measures that tell your organization s story Create useful measures that remain relevant and meaningful over time MODULE 6 Narrow Casting and Targeting Set targets for your chosen measures Establish desired results within a specific timeframe Understand the four attributes of a quality target MODULE 7 Manage Through Measures Use measures to manage and motivate employees Manage your budget based on performance measures Select Your Framework for Developing Measures (Logic Models, Balanced Scorecards, and more) Define the relationship between outcomes, measures, activities, outputs and inputs Develop a framework and process for planning, management and evaluation Provide a structure for understanding the situation that drives the need for an initiative

5 3 Easy Ways to Register ONLINE MAIL* Register online at Name Title Address CALL City State Zip Phone Additional discounts may be available. Contact PI for more information. * Payment by company check, credit card or SF-182 must be received for all mail registrations no later than 5 business days PRIOR to course date. Check this box if agree to receive ongoing s from Performance Institute about this and future classes that we offer. Because we value our relationship with you, you may un-subscribe at any time at the bottom of our s. ON-SITE TRAINING Bring PI Training and Certification On-site to Your Organization Bringing PI training in-house for groups of seven to 30 allows you to better utilize your training dollars. s subject matter experts will work with you and your team to examine your programs and determine your organizations specific needs. The identification of real-life examples will create a learning atmosphere that resonates with participants while simultaneously providing an immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. For more information about bringing PI Training on-site at your organization, call Performance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: GET CERTIFIED Certified Government Performance Manager (CGPM) Program s Certified Government Performance Manager (CGPM) program provides the skills and tools needed to make you a lead performance management resource for your organization. Candidates for our standard certificate sit for a brief examination. Candidates for our advanced certificate complete a capstone project a real-world project from your agency that you can use to apply concepts, knowledge and skills from your courses and receive expert feedback from a staff member of The Performance Institute. Upon completion of certification, you will gain both a professional distinction and academic credit. has been reviewed and approved as a provider of training by the Project Management Institute (PMI) and accredited through the National Association of State Boards of Accountancy (NASBA). For more information about the CGPM program, or for help customizing CGPM certification to suit your needs, contact at