Developing an Operational Plan for PBOs Kevin Page

Developing an Operational Plan for PBOs Kevin Page Jean-Luc Pépin Chair in Canadian Government June 12, 2014 Global Network of PBOs Community Meeting

Outline § Why are operating models are important? § What are the key components for legislative budget offices? § How to facilitate implementation? § The role of the Global Community Network

The Concept of an Operating Model § An Operating Model is a representation of how an organization operates across process, organization and technology in order to accomplish its function (Wikipedia) Operating Mechanics Process Organization Technology Business Model Function Provision of analysis as outlined in mandate Value Transparency Use of analysis Sustainability

The Importance of a Good Operating Model Process Organization ü Promotes efficiency & effectiveness ü Fosters predictability ü Underpins values, brand & mission Technology

Key Components Process Priority Setting Product Development & Release Information Organization Technology Structure People Budget Web Site Models & data Portal

Processes Questions Priority Setting I. When to say yes or no? II. How to rank order? Product Development & Release I. How to engage? II. In house development &/or external assistance? III. How to ensure work is authoritative? IV. How to release? Information I. How to promote exchange? Considerations Impact Role of mandate Risk & materiality Relevant & timely Develop & publish terms of reference Leverage resources Use peer review Brief legislators before media Relevant, timing & authoritative Strength of legislation Transparent Develop protocols & open

Organization Questions Considerations Impact Structure I. How to align resources? II. How to strengthen in office accountability? Role of mandate Match skills Reward effort Efficiency Accountable People I. Who to hire? II. How to manage turnover? Emphasis on skill & experience Use public service job descriptors Focus on development & excellence Effectiveness Stay product focussed Leverage Publish plan Transparent Accountable Budget I. How to maximize budget?

Technology Questions Considerations Impact Web Site I. Is it essential? Legislative mandate Independence Visibility Efficiency Transparency Models & Data Bases I. Build or rent? II. What is available? Cost of doing business # of recurring reports Relationship with Statistical Agency Resources to access private sector Authoritative Effectiveness e-PBO I. How to maximize the benefits? Strength of network Opportunities for collaboration Leverage Efficiency

Facilitating Implementation Consult On needs, proposals, protocols and plan Learn & Leverage Experiences of others, principles & best practices, government policies (e. g. , HR, financial etc) Publish Post on website. Highlight. Follow consistently. Commit to a periodic review (e. g. , 5 years)

Role of Global Community Network § Learn from experiences of the network. Case studies. What works well? What has worked less well? § Work towards principles and best practices for establishment of legislative budget offices operating models (i. e. , OECD) while recognizing country specific differences § Promote the network. Institution building is important and difficult. There is wisdom and strength in larger numbers.

Thank-you Kevin Page Jean-Luc Pépin Chair on Canadian Government University of Ottawa, Canada +1 613 562 5800 x 1402 Kevin. Page@uottawa. ca

About us § The objective of the Jean-Luc Pépin Chair on Canadian Government is to: § Produce research in Canadian and international public finance § Support parliamentary institution-building in Canada and abroad through leading multilateral organizations such as the World Bank, OECD, IMF, among others § Provide advisory services to governments, parliaments and nongovernmental organizations on budgeting, fiscal analysis, transparency and governance § To develop a Centre for Fiscal Studies & Public Finance at the University of Ottawa Jean-Luc Pépin Chair on Canadian Government Kevin Page Sahir Khan