Dashboarding 101

Performance Governance

SystemPGS Individual Dashboards

12 November 2013Orientation/Workshop

PGS

PGS: Link to Performance Evaluation

BLLead Lag 2011 2012 2013 2014 2015 2016

AAttractive business and investment environmentfor global competitiveness Secretary 1 IFC ranking (ease of doing business) 148/183 136/183 99/183 61/183 58/183 50/183

B Improved productivity and efficiency Secretary 2 Jobs Generated 121,091 187,823 411,400 605,339 1,000,000 1,395,626

C Empowered consumers Secretary 3 Consumer Welfare Index (rights, price, safety) 50% 55% 60% 70% 80%

4 Completed Industry Roadmaps (Yr1, Yr2) _ 10 17 24 31 38 1Comprehensive Industrial Development MasterPlan and 10 Industry Roadmaps

5 Stakeholder Engagement Rating 95% 95% 100% 2One Country, One Voice (trade policy/trade negotiation)include consultation protocol and stress test manual

EProvide sufficient, accurate information, andeffective advocacy & communication All Usecs 6 Public awareness rating 99% 99% 99% 99% 99% 99% 3

Massive Information and awareness Campaign a) “Do and Tell” Programb) DBFTAc) Consumer awareness and advocacy program

U/Policy 7 Incentives/Jobs ratio 360,000 1job=10,000 ITH

4 GMITS

8 PHL exports US$60 B US$80.23 B US$98.49 B US$120.6 B9 Investments PHP757.30 B PHP795.20 B PHP876.80 B PHP966.60 B

6 DBFTA ++7 Shared Technology Services Program 8 National Industry Clustering/OTOP

U/CWBRG 11% of consumer complaints that are resolved within the prescribed time 93% 94% 94% 94% 95% 95% 9 “Consumer” Relations Program (CRM)

U/Promo 12 Investor retention rate _ 10 RED Program (investor servicing)

U/RODG 13 % of enterprises graduating to the next level

EPP-RIPPLES:Step 1 – 56%Step 2 – 15%Step 3 – 29%

11 Stepping up SME Program (i) EPP-RIPPLES (ii) STAR awards

14Price Monitoring Index (No. of cases filed/no. of firms monitored) _

15Safety Standards Monitoring Index (No. of cases filed/no. of firms monitored) _

16Number of criminal cases charged in Court/No. of cases endorsed to OLA against profiteers and hoarders *TBD

I Reinforce DTI image as an “Agency of Choice” Secretary 17 Agency approval rating 54% 48% 65% 70% 75% 80%

JImplement a more progressive and an efficient human resource management and development system

U/MSG 18 Employees' engagement rating 72.30% 75% 78% 80% 83% 85%

KIntensify team culture that fosters meaningful partnerships and performance UMSG 19 Net positive peer rating _

LImplement a meaningful and substantive Knowledge Management System UMSG 20 Knowledge Management Index - 100% 14

Knowledge Management Systema) DTI- ISSPb) Content Management c) Virtual learningd) Engagement process for retirees

MStrengthen and leverage partnership with government agencies, private organizations and dev’t partners

U/MSG 21Amount of additional funding support generated from external sources *TBD PHP1 B PHP1.25 B PHP1.5 B PHP1.75 B PHP2 B

22 Utilization rate (Absorptive capacity) 87% 90% 90% 90% 90% 90%

23 % of COA findings addressed 15% 50% 65% 80% 90% 100%

OMaximize opportunities from available and new sources of funds U/MSG 24 Increase in share in national budget 0.16% 0.16% 0.19% 0.20% 0.21% 0.22%

15 24 14

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Performance Management System (PMS): ISSP; DTI-PRAISE; PGS implementation; mentoring and coaching; Human Optimization Program (HOP); One DTI (Bldg

Res

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NExercise fiscal prudence to optimize use of resources U/MSG

Consumer Protection Program: Soaring Prices, Substandard Products, Strengthened Enforcement

12

5 Investments and Export Brand Development Program

172,550

Targets#

142,605 156,864

GBuild strategic promotion program and networks on trade, investments and MSME

10 Number of MSMEs assisted

Undertake focused and sustainable development interventions under trade & industry, consumer welfare, & MSME

F

P # Strategic ObjectivesObjective Owners

TypeInitiativesStrategic Measures #

U/CWBRGH

Exte

rnal

189,806

U/Promo

U/RODG 117,855 129,640

Ensure clear, consistent and fair enforcement of rules and regulations

Cor

e Pr

oces

s

DEnsure comprehensive & sound policies /regulations consistent w/ nation’s best interests U/Policy

DTI Enterprise Scorecard

BL2011 2012 2013 2014 2015 2016

1 Number of jobs generated -

2 Amount of PHL exports (service and merchandise) US$60B US$80.23B US$89.22B US$98.49B US$108.73 US$120.6B3 Amount of total IPA approved investments PHP 757.3B PHP 833B PHP 916B PHP 1T PHP 1.1T PHP1.2T

BBuild a national brand to promote the Philippines as an export and investment destination

4 Completion Rate (PHL Brand developed) U/CLP 1Export and Investment Brand Development Program

5 No. of enterprises graduated to Level 4 (EPP)BETP, ROs,

CITEM, PTTC2

Revival, Retention, Expansion, and Diversification (RRED) Program

6 No. of new exporters developed (Level 5 & 6)PTTC, ROs, BETP,

CITEM3 Do and Tell Program

7 No. of new buyersBETP, FTSC,

CITEM 4

IntegratedMarketing Communication Plan

8No. of DTI-assisted exporters/ total no. of PHL exporters

BETP, FTSC, CITEM, BOI

5 Regular Columns

DProvide meaningful and comprehensive business intelligence to enable businesses to make informed business decisions

9 No. of timely business intelligence reports submitted

FTSC (market), BETP (supply), BOI

(investment opportunities)

10 Return on Support (ROS)U/CLP, All Promo

units

11 Amount of exports sales generated All Promo units, ROs

12Increase in no. of existing investors serviced (based on risk management modeling)

BOI, FTSC

13 % share of foreign capital to total approved investments BOI, FTSC

14No. of new high-impact investment leads generated viz value-added, job creation, and/or magnitude of investments

BOI, FTSC

15Ratio of targeted sectors investments to total investments (industrial manufacturing, including shipbuilding; agriculture; tourism; logistics; BPO; IT)

BOI, FTSC

FProvide sufficient, accurate information to the public through quad media

16 Number of media releases picked-up U/CLP, All promo

units1/day

17 Client (Buyers/Investors) Satisfaction Rating CITEM, BOI

18Resolution rate (No. of cases resolved/No. of complaints filed)

BETP 0 0 0 0

19 No. of issues resolved/No. of issues referred to BOI BOI, FTSC

20 Percentage of TIPG personnel acquainted with CRM U/CLP 6 Human Capital Development Program

21 GMIS points earned U/CLP 7Customer Relationship Management Competency Program

I Ensure compliance to CSC rules and regulations 22% of Compliance Rate (Tardiness, Undertime and Flag Ceremony)

Promo Group

J Ensure employee satisfaction 23 Employee Engagement Rating Promo Group

24 Utilization Rate (Absorptive capacity)U/CLP, All Promo

units99%

25 % of COA findings addressedU/CLP, All Promo

units

11 25 8

Res

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LG

Exercise fiscal prudence to optimize use of resources

G

Exte

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St

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Cor

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E

K

A

Undertake focused and sustainable trade and investment promotions

C

# Strategic Objectives InitiativesTargets

#ObjectiveOwners

Strategic Measures

Broaden and deepen exporter and buyer base

Improved productivity and efficiency

LD

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Build a favorable reputation for trade and investments

HTransform TIPG as a business-oriented group with CRM as its platform

#

8 Develop CRM system

Functional Group Scorecard

BL

LD LG 2011 2012 2013 2014 2015 2016

A Improve productivity and efficiencyBMSMED Director

1 Jobs Generated

B Develop a vibrant MSME sectorBMSMED Director

2 Increased MSME GVA

3 State of the SME sector report4 Percentage of result statements achieved 0 90% 92% 95% 98% 100%

6 Number of innovative programs developed

7 No. of MSMEs assisted

8No. of enterprises graduating to the export market ready stage

E Establish a pool of BDS providers to serve more MSMEs MSD 9 Number of BDS providers and services increased n=351 500 600 800 900 1000

10 Information and Advocacy Plan developed

11 Level of awareness on entrepreneurship 36% 37% 38% 39% 40% 50%

G Develop competent SME counsellors providing BDS MSD 12 Number of SME counsellors

HEmploy adequate number and ensure high performing workforce equipped with the right capabilities and skills

Cynthia 13Strategic Job Readiness (actual no. of people/required number)

74% 79% 86% 100%

I Acquire and maintain ISO certification Glady 14 ISO Certification acquired 0 60% 100%

J Ensure compliance on CSC rules and regulations Cynthia 15Compliance Rate (Tardiness and Undertime; Flag ceremony)

75% 87.5% 95%

K Ensure employee satisfactionBMSMED ManCom

16 Employee Engagement Rating

17 Utilization rate (Absorptive capacity) 90%

18 No. of notice of unliquidated cash advance 012 18

FDevelop and implement an information and advocacy plan to promote an entrepreneurial mindset

MSD, PPRD

Plan completed

1. Transformation of BMSMED SME center as information hub2. Developing new programs e.g. Mobile SME Center3. Update/Target setting 2011-2016 MSMED Plan4. Development of Info Advocacy Plan to include promotion of standards compliance5. "Reality Show"

5 Policies adopted/laws enacted

RGDExercise fiscal prudence to optimize use of resources

Manage effectively the various programs under the SME Development Plan

All DivisionsCO

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Targets# InitiativesStrategic Measures

Type#

Mandatory credit allocation

MSME Definition

As Chief Strategist and Competent Authority undertake stock-taking of SME sector to ensure adequacy and relevance of policies and programs

Computation of GVA

Amendment to BMBE Law

Expanding Philippine MSME Agenda in international cooperation

P # Strategic ObjectivesObjectiveOwners

Bureau/Office Scorecards

Personal Objective Owner Baseline (2012) Target (2013)

Prepare Investment Collaterals on Investment Priority Areas

1

No. of investment collaterals prepared- investment briefs- pre-investment studies

RO

2

No. of activities undertaken- Investment Fora/Conferences- Investment Briefing - Business Matching- Investment exhibits- Investment missions

RO/PO

3 No. of investors assisted PO4 No. of investors matched PO

Monitor investment leads 5No. of investment leads monitored

PO

Update investment databases

6 No. of new information uploadedRO/PO

7 No. of LGUs capacitated (LIIC, BPLS, LRED, where applicable)

RO/PO

8 No. of capacity-building initiatives implemented (LIIC/BPLS/LRED)

RO/PO

Ensure compliance to CSC rules and regulations

Always attend flag ceremony and report to work on time and within working hours

9Compliance Rate (Tardiness; Undertime; Attendance to Flag ceremony)

RO/PO/HO

analyticalknowledge of preparing proposals/PIS/IBknowledge on organizing fora/missionsknowledge of economics, management, engineeringPE

OPL

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List of required competencies:

networking with industry experts

BUSINESS DEVELOPMENT INDIVIDUAL DASHBOARD (INVESTMENT PROMOTION OFFICER)

Unit Objective Success Measure

Conduct Investment PromotionNo. of investment promotion initiatives implemented;No. of regional presentation materials/promo collaterals prepared/packaged

Conduct of investment promo initiatives

Capacitate LGUs on investment promotion

Division and Personal Scorecards / Dashboards

Dashboard Checklist

SALIENT POINTS• Exhaustive• Standardized Measures

Quantity, Quality and Timeliness• Contract: Agreed upon and signed

D • DETERMINE the job family you belong to

A • APPLY the four-way test

S • SUMMARIZE applicable objectives and measures

H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs

D A S H E A S YThe 8-Step Process

Dashboard Library

45 Strategic Job Families• 10 Business Development• 21 Consumer Welfare• 9 Resources• 5 People and Organization

Secretary Messenger Driver

Dashboard Library

10 Business Development• Product Development Coordinator• Trade Promo Officer• Investment Promo Officer• SME Counselor• Financing Coordinator• Project Coordinator• Training Coordinator• BN Registration Officer• BDD – DC Region• BDD – DC Province

Dashboard Library

21 Consumer Welfare• Mediation Officer• Consumer Arbitration Officer• FTL Monitoring & Enforcement Officer• Adjudication Officer/Hearing Officer (HERO)• Price Monitoring Officer• RO Lawyer• PO Lawyer• Policy Research Officer• Legal Researcher • Prosecuting Officer

Dashboard Library

21 Consumer Welfare• Special Project Manager• Institutional Development Officer• Information Officer• Consumer Education and Advocacy Officer• Consumer Welfare Desk Officer• Permit and Licensing Officer• QMS / Product Auditors• Accreditation Officer• BN Registration Officer• CWD – DC Region• CWD – DC Province

Dashboard Library

9 Resources• FAD Chief• Accountant• Budget Officer• Cashier• Internal Audit Officer• Supply Officer• Support Service Officer• Property Officer – HO• Property Officer – RO and PO

Dashboard Library

5 People and Organization• HR Officer• Information Officer• IT Officer• Personnel Officer• Planning Officer

Secretary Messenger Driver

D • DETERMINE the job family you belong to

A • APPLY the four-way test

S • SUMMARIZE applicable objectives and measures

H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs

D A S H E A S YThe 8-Step Process

Does it apply to me?

Does this significantly to my unit’s output?

Does it comprise a major part of my time?

Is this part of my job description?

D • DETERMINE the job family you belong to

A • APPLY the four-way test

S • SUMMARIZE applicable objectives and measures

H • HIGHLIGHT priority measures: ideal 6, max 25 KPIs

D A S H E A S YThe 8-Step Process

D A S H E A S YThe 8-Step Process

E • ELIMINATE non-essentials

A• ALIGN with lowest cascaded scorecard/

dashboard

S • SET “STRETCHED” or challenging targets

Y • YELL for Help

Dashboarding 101

STEP 1 - D

DETERMINE the JOB FAMILY you belong to

Library of Strategic Jobs

Dashboarding 101

STEP 2 - A

APPLY the 4-WAY TEST in deciding to include/exclude the Personal Objectives/Measures in your own

→Dashboards (Strategic Job Families/ Roles)

Dashboarding 101

STEP 3 - S

SUMMARIZE applicable objectives and measures

→Personal Dashboard

Dashboarding 101

STEP 4 - H

HIGHLIGHT priority measures: ideal 6, max 25 KPIs

→15 – 25- 14

Dashboarding 101

STEP 5 - E

ELIMINATE non-essentials

Dashboarding 101

STEP 6 - A

ALIGN with lowest cascaded scorecard/ dashboard

→DRAFT ID (Tentative Targets)

Dashboarding 101

STEP 7 - S

SET “STRETCHED” or challenging targets

→SIGNED ID(Targets Confirmed)

Dashboarding 101

STEP 8 - Y

YELL for Help!

Dashboarding 101

Thank you and

Happy Dashboarding!!!