Planning & Performance Reporting Officer. Job Description

Transcription

1 1. Min purpose of the job Plnning & Performnce Reporting Mnger Job Description To work collbortively with theme tems nd other senior collegues to develop nd operte performnce reporting systems (including key performnce indictors) tht ssess progress ginst the nnul pln nd strtegy To led on the production nd communiction of timely nd fit-for-purpose monthly performnce nd periodic strtegic performnce reporting to trck the chrity s progress in delivering the nnul pln, strtegy nd projects To mintin n up to dte orgnistionl risk register (including the identifiction nd monitoring of key strtegic risks), ensuring tht chnges in risk re promptly identified s prt of the directorte s reporting requirements to the Senior Ledership Tem (SLT), the Bord nd the udit committee To support the Deputy Director of Finnce & Performnce nd theme tem leds in identifying issues of concern or risk regrding the delivery of orgnistionl plns nd projects To ssist the Deputy Director of Finnce & Performnce in co-ordinting the production of the nnul pln nd content relevnt to the Chief Executive s report to the bord 2. Position in orgnistion Reports to: Responsible for: Min reltionships: Direct contcts: Reference points: Deputy Director of Finnce & Performnce Plnning & Performnce Reporting Officer Senior Ledership Tem, other senior mngers including theme tem members nd budget mngers cross the chrity. Senior Ledership Tem, other senior mngers including theme tem members nd budget mngers cross the chrity. CorVu (performnce reporting) 3. Brief description of directorte The directorte is responsible for the ongoing finncil mngement nd sttutory reporting for the orgnistion, including monthly mngement ccounting nd reporting, finncil opertions processing nd relted internl finncil control systems for the chrity. Through delivery of effective systems nd processes, the directorte leds on ll spects of plnning, performnce nd risk mngement reporting. Working closely with the Bord of Trustees, the tem provides effective ledership nd governnce support to the Bord nd its sub-committees nd groups. 4. Scope of the job A. Mnge robust performnce reporting processes, ensuring close monitoring of the chrity s impct nd success mesures, nd producing timely, ccurte reports B. Support the chrity s nnul pln process C. Support long term finncil plnning nd strtegy development D. Responsibility for the mintennce of the chrity s risk mngement register & trining progrmme

2 E. Leding the Plnning & Performnce Reporting tem 5. Duties nd responsibilities A. Mnge robust performnce reporting processes, ensuring close monitoring of the chrity s impct nd success mesures, nd producing timely, ccurte reports Ensure tht the performnce reporting to the SLT is provided in timely mnner nd to high stndrd of presenttion Ensure tht routine bi-monthly performnce reporting to the Bord of Trustees is provided in timely mnner to bord pper dedlines nd to high stndrd of presenttion, ensuring tht the key issues nd messges hve been identified nd re clerly communicted Ensure tht strtegic theme performnce reporting is provided in timely mnner nd to high stndrd of presenttion to theme leds hed of their periodic theme tem meetings Ongoing review of performnce reporting systems, introducing chnges to reporting formt where pproprite in connection with the Deputy Director of Finnce & Performnce nd in response to chnges in requirements coming from the SLT or the Bord of Trustees Respond effectively to d hoc performnce reporting requests from the SLT, the Bord of Trustees or relevnt sub-committees Prepre periodic updtes to the SLT nd the Bord of Trustees on the progress towrds meeting key performnce indictors (KPIs) Ensure tht the tem structure, systems, processes nd other vilble resources re fit-for-purpose for delivering ccurte, high qulity, well communicted reporting on timely bsis to the different stkeholders Support the Deputy Director of Finnce & Performnce with the development nd delivery of relevnt trining to support new mngers in understnding the performnce reporting processes Ensure the ongoing review of the performnce reporting system CorVu (nd dditionl reporting systems s pproprite) to deliver more efficient, effective nd fit-for-purpose systems nd processes Ensure tht Performnce Reporting tem is proctively engged in wreness of relevnt technologicl developments within the chrity nd the wider sector nd tht culture of continuous improvement is chmpioned B. Support the chrity s nnul pln process Ensure cler communiction to SLT nd other key collegues on timely bsis of the timetble, key milestones nd reporting formts for the production of the nnul pln nd liise with Finnce Business Prtnering Mnger to lign it to the nnul budget process. Ensure tht ll key contributors to the nnul pln understnd their respective roles nd responsibilities nd ny interreltionship with other key stkeholders in the process Ensure tht significnt issues rising during the plnning process tht put the timely completion of mening pln t risk re esclted to the Deputy Director of Finnce & Performnce on timely bsis Provide reports to Deputy Director of Finnce & Performnce who updtes t SLT meetings of progress of the nnul pln nd budget process, ensuring key issues for SLT re promptly communicted Ensure tht ny nnul pln relted ppers produced for the Bord of Trustees re of high stndrd, produced within bord pper dedlines, well written nd focus on the key strtegic nd opertionl issues nd priorities nd wht KPI mesures will be used to ssess delivery of the pln Support the Deputy Director of Finnce & Performnce with the content nd structure for dditionl components of the pln / strtegy documents (e.g. Chief Executive s HR_JDPlnningndPerformnceReportingMnger

3 introduction), nd write initil drfts of these sections Support the Internl Communictions tem in ctivities to communicte the pln nd strtegy to stff, volunteers nd members C. Support long term finncil plnning nd strtegy development Support Deputy Director of Finnce & Performnce in longer term finncil plnning, including more developed methods in finncil modelling Assist in the development of the next five yer strtegy, s required Assist the Deputy Director of Finnce & Performnce in identifying new methodologies nd mesurements to quntittively nd qulittively ssess the impct of the work tht the chrity delivers on behlf of its beneficiries D. Responsibility for the mintennce of the chrity s risk mngement progrmme Support Deputy Director of Finnce & Performnce on risk reporting to the Senior Ledership Tem, Bord nd the Audit Committee esclting risks for ction by / oversight from these groups s pproprite Support the senior ledership tem nd other collegues in identifying, ssessing nd reporting risks Attend SLT meetings for periodic risk register reviews nd other significnt risk relted reporting, s pproprite Ensure tht wreness is mintined cross the chrity of the risk mngement, risk ssessment nd risk reporting requirements nd the importnce of them being consistently pplied Mnge risk reporting templtes Ensure wreness of developments in chrity sector prctice nd considertion of implictions on existing risk mngement processes nd reporting E. Leding the Plnning & Performnce Reporting tem Recruit, trin, motivte, develop nd review performnce Crry out regulr one to one supervision meetings with direct report Ensure tht the nnul performnce review process is mnged within the chrity s policies, processes nd timelines, greeing objectives nd trining needs for tem members Address nd mnge effectively ny res of underperformnce, within the chrity s policies nd procedures Ensure tht roles nd responsibilities within the tem re kept under review nd revised s pproprite to ensure tht the tem is responsive to chnges in stkeholder requirements nd priorities s they rise 6. Generl Responsibilities Be flexible within the brod remit of the post Abide by orgnistionl policies nd prctices, including the equl opportunities policy nd code of conduct 7. Dimensions nd Limits of Authority Disciplinry ction: Budgetry limits: Authorises expenditure within budget to limit of: Signs contrcts nd contrctul mtters on behlf of Prkinson s UK: Disciplinry ction up to nd including written wrning Per Delegted Authority Per Delegted Authority Per Delegted Authority HR_JDPlnningndPerformnceReportingMnger

4 Experience Skills nd Abilities nd Personl Attributes Plnning & Performnce Reporting Mnger Person Specifiction Demonstrble experience of supporting strtegic chnge, including plnning, risk nd issue mngement, stkeholder mngement Demonstrble experience of supporting development of strtegic nd business plnning processes Demonstrble experience of working with Directors/Chief Executive in development of strtegic plns nd orgnistionl performnce mngement Experience of successfully leding tems Ability to quickly ssimilte complex orgnistionl informtion nd trnslte this clerly nd ppropritely t Executive level Anlyticl nd strtegic thinker Cler nd effective communictor, orlly nd in writing, with outstnding ttention to detil nd ccurcy, in content nd qulity Effective presenttion skills to individuls nd groups Reserch nd nlyticl skills, of both internl nd externl fctors Ability to turn reserch findings into succinct outputs (presenttions, ppers) Empthy with differing views, but n bility to trnslte these into effective summry reports/presenttions Ability to conduct one-to-one nd lrger group meetings effectively to gther dt/reserch nd present findings Articulte, persusive, nd tctful, ble to successfully mnge stkeholder reltionships. Experience of mnging support stff successfully Self-sufficient in production of documenttion etc, with the use of Microsoft Office, MS Project nd other relevnt IT pckges s pproprite Essentil Knowledge Up-to-dte knowledge of the Third Sector Thorough understnding of the key fctors in the development of strtegic plnning nd key Desirble HR_JDPlnningndPerformnceReportingMnger

5 Eduction/ Trining Other Requirements performnce indictors Thorough understnding of the principles of, nd best prctice in, risk mngement Thorough understnding of the principles of, nd best prctice in, project mngement Educted to degree level or equivlent Professionl project mngement qulifiction (eg. Prince2) Bsed in UK Office (London) Willingness to develop n understnding of disbility issues Commitment to working within the principles of equl opportunities Empthy with the ims, gols nd vlues of the chrity, nd commitment to support delivery to meet these HR_JDPlnningndPerformnceReportingMnger