APPENDIX B

QUARTERLY PERFORMANCE MANAGEMENT REPORT

QUARTER :

Contents Page

Section 1 : Summary

· Key Achievements XX

· Key targets for next quarter XX

· Performance Summary XX

Section 2 : Performance Assessment

• Key Performance Indicators XX
• Key Priorities XX
• Areas for Action / Decision XX

Section 3 : Performance Management

• Performance Management Framework Update XX
• Quarterly Performance Indicators XX
• PSA Targets XX
• CPA Improvement Plan XX
• HR Strategy XX
• Priority Improvement Areas XX

Section 4 : Finance Report

• Financial Assessment XX

1. SECTION 1 : SUMMARY

KEY ACHIEVEMENTS :

• Achievement 1
• Achievement 2
• Achievement 3
• Achievement 4
• Achievement 5

KEY TARGETS FOR NEXT QUARTER :

· Target 1

· Target 2

· Target 3

· Target 4

· Target 5

SECTION 1 : SUMMARY

Key Performance Indicators

Summary of key Performance Indicator targets by Corporate Plan objective

This will be a summary of the Performance Indicators Corporate Plan objective as drawn from the Annual Action Statement, Public Service Agreement, etc

Corporate Objective	Number of Performance Indicators	On Target	Not on Target	Not Reported
Improving health, housing and quality of life for all
Encouraging job creation and prosperity
Raising education standards and promoting lifelong learning
Creating safe and crime-free communities
Improving public transport and the highways infrastructure
Protecting the Island’s physical environment
Making it happen
Public Service Agreement targets
Making it Happen
TOTAL

SECTION 1 : SUMMARY

Key Priorities

Summary of key priorities by Corporate Plan objective

This will be a summary of the key activity priorities as drawn from the Annual Action Statement

Priority	No. of Targets	Achieved	Not Achieved	Not reported
Improving health, housing and quality of life for all
Encouraging job creation and prosperity
Raising education standards and promoting lifelong learning
Creating safe and crime-free communities
Improving public transport and the highways infrastructure
Protecting the Island’s physical environment
Making it happen
Public Service Agreement targets
Making it Happen
CPA Improvement Plan
TOTAL

SECTION 2 : PERFORMANCE ASSESSMENT

Key Performance Indicators

This will provide the detailed assessment behind the Performance Summary highlighting Achievements & Areas to Watch for key Performance Indicators and PSA targets by Corporate Plan objective

[To include points from the whole report and recommendations for comment / approval]

[next quarter will include the ‘Areas to Watch’ points brought forward for discussion/update]

Corporate Objective	Key Achievement	Key Areas to Watch
Improving health, housing & quality of life	Achievement 1	Key Area 1
Encouraging job creation & economic prosperity	Achievement 2	Key Area 2
Raising education standards & promoting lifelong learning	Achievement 3	Key Area 3
Creating safe & crime-free communities	Achievement 4	Key Area 4
Improving public transport & the highways infrastructure	Achievement 5	Key Area 5
Protecting the Island’s natural environment	Achievement 6	Key Area 6
Public Service Agreement targets	Achievement 7	Key Area 7
Making it Happen	Achievement 8	Key Area 8

SECTION 2 : PERFORMANCE ASSESSMENT

Key Priorities

This will provide the detailed assessment behind the Performance Summary highlighting Achievements & Areas to Watch for key activity priorities and CPA targets by Corporate Plan objective

[To include points from the whole report and recommendations for comment / approval]

[next quarter will include the ‘Areas to Watch’ points brought forward for discussion/update]

Corporate Objective	Achievements	Areas to Watch
Improving health, housing & quality of life	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Encouraging job creation & economic prosperity	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Raising education standards & promoting lifelong learning	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Creating safe & crime-free communities	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Improving public transport & the highways infrastructure	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Protecting the Island’s natural environment	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3
Making it happen	Achievement 1 Achievement 2 Achievement 3	Area 1 Area 2 Area 3

SECTION 2 : PERFORMANCE ASSESSMENT

Areas for Action / Decision :

This will detail the action proposed / required in order to ensure that both Performance Indicators and activity priorities remain on track.

[next quarter will include these points brought forward for discussion/update]

· Action/Decision

· Action/Decision

· Action/Decision

· Action/Decision

SECTION 3 : PERFORMANCE MANAGEMENT

Performance Management Framework – update

This will provide an update on the key elements of the approved Performance Management framework by the 4 primary themes

Theme 1 :Corporate Governance

· Annual Planning Cycle

· Service Plan (format & quality checking) - Progressing according to action plan

· Resource Prioritisation - Progressing according to action plan

· Health & Safety - Progressing according to action plan

· Member / Management development - Progressing according to action plan

· Reporting Processes - Progressing according to action plan

· Internal Peer Group Review - Progressing according to action plan

· Risk Management - Progressing according to action plan

· Business Continuity - Progressing according to action plan

· Project Management Training - Progressing according to action plan

· Procurement Strategy - Progressing according to action plan

· Corporate Standards - Progressing according to action plan

· Best Value - Progressing according to action plan.

Theme 2 : Measuring Performance

· Quarterly PIs

· Data Systems (all PIs)

· Plan Monitoring of Corporate & Service Plans

· Best Value Performance Plan

· Refine Traffic Light System - Arrows preferred due to the problems of colour reporting !

Theme 3 : Organisational Development

· HR Strategy

· Corporate Training Plan / Capacity Building

· IiP Accreditation

· Culture Change Programme

· Internal Communications Strategy

· GAGS / E-government

· Personal Development Plans

Theme 4 : Community Engagement

· Island Futures Development

· Citizens Panel / Consultation Strategy

· Communications & PR Strategy

SECTION 3 : PERFORMANCE MANAGEMENT

Quarterly Performance Indicators

This section will provide a detailed assessment of performance for each of the Performance Indicators in the “quarterly basket”

Data, and arrows are currently for illustrative purposes only and do not reflect actual performance

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
Improving the availability of affordable housing	% of affordable housing approved on qualified sites							Yes	ì improving	Insert comments
cutting deprivation and social exclusion	Number of days taken to pay new housing benefit claims							Yes	î declining
promoting healthy living	Households receiving intensive homecare per 1000 of the population over age 65							No	è no change in performance	Insert comments
protecting and providing for vulnerable adults & children	Rehabilitation care for older people & reduction in delay of discharges from hospital. (Martin Johnson to agree a better non PSA indicator).							No	è no change in performance

X out of 33 KPIs are on target this quarter against x out of 32 last quarter.

Corporate Objective 1 of 6: Improving Health, Housing, and quality of life for all.

Commentary

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
establishing the island as one of the fastest growing economies in the region	The change in the number of people of working age in employment compared with the same quarter a year ago (using NOMIS dataset)							Yes	ì improving	Insert comments
supporting tourism development	Visits to Tourist Information Centres compared with same quarter a year ago							Yes	î declining
ensuring all residents are able to share in improving prosperity	The change in the number people of working age in employment compared with the same quarter a year ago (using NOMIS dataset).							No	è no change in performance	Insert comments

Corporate Objective 2 of 6: Encouraging Job Creation & Economic Prosperity

Commentary

Corporate Objective 3 of 6: Raising educational standards and promoting lifelong learning

Commentary

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
raising achievement levels	Percentage of 15 year old pupils in schools maintained by the local education authority achieving five or more GCSEs at grades A*- C or equivalent. [Actual Results reported once a year]							Yes	ì improving	Insert comments
	Predicted mid year targets for GCSE results [available annually every December]							Yes	î declining
	Percentage of half days missed due to total absence in secondary schools maintained by the local education authority.							No	è no change in performance	Insert comments
promoting community learning	The number of physical visits per 1,000 population to public library premises.							Yes	î declining
	No. of attendees at IWC managed Adult and Family Learning Courses (including sports courses, and arts)							Yes	î declining
promoting learning that is accessible to all	Number of learners in IWC supported provision (IW College, Family Learning Centres etc.) - Date will refer to previous school term rather than previous quarter.							No	è no change in performance	Insert comments

Corporate Objective 4 of 6: Creating safe & crime-free communities

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
cutting crime, disorder, and fear of crime	Domestic burglaries per 1000 households							Yes	ì improving	Insert comments
supporting a locally controlled fire service	% of incidents where the number of appliances which met standards of fire cover.							Yes	î declining
	% of incidents where the number of riders met standards of fire cover.							No	è no change in performance	Insert comments
	% of incidents where attendance times met the standards of fire cover							Yes	î declining
· safeguarding public welfare through our consumer protection services	Score against a checklist of enforcement best practice for environmental health/trading standards.							No	è no change in performance	Insert comments

Commentary

Corporate Objective 5 of 6: Improving public transport and the Island’s Infrastructure

Commentary

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
maintaining the highways infrastructure	% of requests for repairs dealt with within 24 hours.							Yes	ì improving	Insert comments
encouraging travel by sustainable means	On Road - Number of cyclists counted on 5 main Newport approach roads on 1 weekday per month							Yes	î declining
	Off-road - Number of cyclists counted on 2 days per month (1 weekday and 1 weekend day) at 4 off road monitoring points							Yes	î declining
promoting public transport	Passenger journeys per year on Local bus services (pending agreement with bus companies)							No	è no change in performance	Insert comments

Corporate Objective 6 of 6: Protecting the Island’s Natural Environment

Commentary

Corporate Priority	KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
promoting sustainable service delivery	Number of businesses enrolled on Island Green Awards Scheme							Yes	ì improving	Insert comments
protecting the natural, built, and historic environment	Number of new houses approved within development envelopes							Yes	î declining
making best use of natural resources & cutting waste generation	Percentage of the total tonnage of household waste which have been recycled.							No	è no change in performance	Insert comments

Corporate Health

KPI Description	Actual 2002 / 3	Q1 Apr - Jun 03	Q2 July - Aug 03	Q3 - Sept - Dec 03	Q4 - Dec Mar 03	Target for 2003 / 4	On Target ?	Direction of Performance against previous quarter	Comments
1. Number of working days lost to due to sickness absence							No	è no change in performance	Insert comments
2. Number of Complaints across the Authority							No	è no change in performance	Insert comments
3. The number of staff undertaking one or more training activities as a % of the total workforce							No	è no change in performance	Insert comments
4. The number of members undertaking one or more training activities as a % of all members							Yes	ì improving	Insert comments
5. The number of types of interactions that are enabled for electronic delivery as a percentage of the types of interactions that are legally permissible for electronic delivery.							Yes	ì improving	Insert comments
6. The total building operational cost of premises per IWC employee							Yes	ì improving	Insert comments
7. Planning Indicator for CPA improvement - Number of planning applications processed within national targets							Yes	ì improving	Insert comments
8. Highways Indicator for CPA improvement (TBC Wendy Perera)							Yes	î declining
9. Housing Indicator for CPA improvement - Percentage of housing applications determined within Government targets							No	è no change in performance	Insert comments
10. Bereavement Services Indicator for CPA improvement - Number of cremations in the quarter							No	è no change in performance	Insert comments

Commentary

SECTION 3 : PERFORMANCE MANAGEMENT

PSA Targets

By exception on achieving quarterly targets. Every half-year a table with information on performance and risk. PSA targets are subject to a quarterly monitoring process in themselves. As well as actual data, each target will also have an initial risk rating of from 1-10 (10 being the highest), which will estimate how difficult it will be to achieve the full stretch target. This will be monitored quarterly. A Percentage Achievement Forecast, estimating the likely percentage of the stretched PSA target that it is anticipated will succeed be reached will also be included. Each quarterly report should include a short Stewardship Report, setting out how the pump priming money has been spent

Target Number	Target Summary	National / local Target
1. Education	Key Stage 3	National Target 2
2. Education	Family learning ‘Basic Skills’	Local Target
3. Employment	Creation of new jobs	Local Target
4. Housing	Reduce the numbers of families with children & other households in B& B accommodation	Local Target
5. Social Services	Rehabilitation care for older people & reduction in delay of discharges from hospital.	National Target 7
6. Social Services	Improving the education, training and employment outcomes of care leavers.	National Target 8
7. Social Services	Reduce the numbers of young people becoming dependent on drugs / alcohol	Local Target
8. Crime Reduction	Reduce domestic burglary.	National Target 18
9. Fire Safety	Reduction in the number of accidental fires and casualties from them	Local Target
10. Transport	Cycling Trips	National Target 32
11. Unemployment	Increase employment rates in the over 50’s age group.	National Target 6
12. Cost Effectiveness	To improve cost-effectiveness	National Target 30

SECTION 3 : PERFORMANCE MANAGEMENT

CPA Improvement Plan

[By exception on achieving quarterly targets]

Completed by end of Quarter 1

Priority	Action	Responsible	Update	Notes
	Better focusing of the review programme into corporate priorities	Alistair Drain	Achieved	Illustrative only
Best Value Reviews	Deeper involvement of Members & Directors	Alistair Drain	Achieved	Illustrative only
	The inclusion of external challenge in every review	Alistair Drain	Not Achieved	Illustrative only
	Scrutiny of BV Action Plans by Select Committees	Alistair Drain	Not Achieved	Illustrative only
Maintain Momentum of Change	Implement an annual planning cycle based around executive approval of the Annual Action Plan every April	John Bentley	Achieved	Illustrative only
	Undertake annual prioritising review of resources within Annual Action Plan	John Bentley	Achieved	Illustrative only
	Initiate increased stakeholder involvement in BV and Select Committee Consultations	Alistair Drain	Not Achieved	Illustrative only
	Provide risk management training for key members and senior officers	Paul Wilkinson	Not Achieved	Illustrative only
Modernised Political Structures	Provide training & induction for Members for their new role in health scrutiny	Alistair Drain	Achieved	Illustrative only
Improve Organisational Development	Develop new HR Strategy & Business Plan	Max Burton	Achieved	Illustrative only
	Identify and agree implementation priorities (improved people management)	Max Burton	Not Achieved	Illustrative only
	Determine action plan (improved people management)	Max Burton	Not Achieved	Illustrative only
	Commence implementation / change programme	Max Burton	Achieved	Illustrative only
	Improved understanding of staff feelings and opinions through Staff Survey	Max Burton	Achieved	Illustrative only
	Define customer-centred vision of the organisation	David Price	Not Achieved	Illustrative only
	Establish programme board to oversee Customer Centred GAGS work	David Price	Not Achieved	Illustrative only
	Appoint project team and develop project plan	David Price	Achieved	Illustrative only
Improve Performance Management	Review and verify Best Value Performance Indicators annually	John Bentley	Achieved	Illustrative only
	Develop a basket of KPIs to be monitored quarterly by Directors & Exec	John Bentley	Not Achieved	Illustrative only
	To begin quarterly reporting to the Executive & Directors Group on the effectiveness of the PM framework against established targets	John Bentley	Not Achieved	Illustrative only
	Use PM system to help identify remedial management action and to help set budget priorities for the council	John Bentley	Achieved	Illustrative only

SECTION 3 : PERFORMANCE MANAGEMENT

People Management Strategy

An assessment of progress by each of the 5 themes within the strategy

Theme 1 :Being an employer of choice

· Insert Assessment

· Insert Assessment

· Insert Assessment

Theme 2 : Empowering and Developing People

· Insert Assessment

· Insert Assessment

· Insert Assessment

Theme 3 : Making connections

· Insert Assessment

· Insert Assessment

· Insert Assessment

Theme 4 : Influencing organizational change

· Insert Assessment

· Insert Assessment

· Insert Assessment

Theme 5 : Valuing Diversity

· Insert Assessment

· Insert Assessment

· Insert Assessment

SECTION 3 : PERFORMANCE MANAGEMENT

Priority Improvement Areas

Summary report on progress on addressing key issues / priorities.

Item 1 :

· Assess Progress

· Assess Progress

· Assess Progress

Item 2 :

· Assess Progress

· Assess Progress

· Assess Progress

Item 3 :

· Assess Progress

· Assess Progress

· Assess Progress

SECTION 4 : FINANCE REPORT

Financial Assessment

Revenue expenditure :

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment

Capital Expenditure :

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment

Other issues :

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment

· Insert Assessment