
Ensemble Strategic Planning and Performance Management System Solution, in accordance with the law no.5018 and in line with this law proper to the guidelines and regulations prepared by the State Planning Organization and the Ministry of Finance, is an improved practice to provide public institutions the preparation and monitoring of performance programs with medium and long-term strategic plans. System can be used by all users, from senior managers up to the employees at each level.
System Strategic Plan supports the Unit and Administration Performance Programs that appears in Programs Preparation Guide published by Ministry of Finance, Budget and Financial Control General Directorate in 17 July 2008 , and thus the generation of administration budget related to this, and provides facilities to compose of all the tables in the supplement of the guide. Again, Unit and Administration Activity Reports contained in the Guidelines for Performance Based Budgeting in the system format and can be created.
Application has an flexible and parametric infrastructure that can be adapted to the needs of organizations and other structures. It enables strategic plans to be regularly reviewed and adapted to the changing conditions by focusing not on inputs but on targeted results. It provides an disciplined and systematic infrastructure for strategic planning.
It forms a basis to monitor, evaluate and survey how and to what extent the results of performance held. Application is designed to ensure the participation of relevant personnel to the process, from planning to follow up in the organization, starting from the top-level officials to the all levels. In this way, as well as defining the strategic plan beyond its document being that is prepared once a year, embracing and issuing, it also makes it possible to focus on its strategic planning process.
Here are the benefits of the application to the corporation;
- Makes the participatory process possible to ensure the participation of all employees in the corporate to the planning activities and embrace it through,
- Since Strategic Planning includes all related activities, it helps to shorten Strategic Planning process and reduce the workload,
- Help in the identification of the total estimated cost within the basis of Goals, objectives and plans,
- Provides planning within the framework of the project and activity priorities in parallel to the resources
- Facilitates the creation of the annual Unit and Administration performance program by utilizing the Strategic plan,
- Helps to establish a relationship of Performance Schedule - Budget ,
- Provides identification of performance indicators, data collection and periodic reports,
- Facilitates the preparation of the Unit and Administration Annual Report ,
- Reducesthe workload of Performance monitoring units , improves quality of communication while fasten the communication speed,
- Provides a healthy and consistent reporting environment.
Ensemble Strategic Planning and Performance Management application was developed in Microsoft Windows environment with ASP.NET and C # language in the web environment. It can run on SQL Server or Oracle databases, can get performance data from the corporate application in any database environment.
The modules included within the system are in the following.
Strategic Plan and Performance Program Manager
The department of which Administration Unit of the Strategic Plan and Performance Program are defined and managed. By defining The institution's organizational hierarchy in the system, projects and activities with performance indicators in the strategic plan can be accessed with corporate, departmental or personal report card logic. Here, by defining Goals, Strategic Objectives, Performance Indicators, Projects and Indicators are associated with the responsible persons in the organization.
Alarm and warnings are presented with visual and qualitative descriptions of the information to the interested parties and responsibles by receieving actual performance data manually or preferably from corporate databases automatically according to the determined criteria. System allows the levels in the hierarchy of the institution's Strategic Plan and Performance Program to be identified as the parametric and to be configurated.
As the performance program is being reported through a hierarchy of Strategic Plan, the related units are defined as responsibles to the activities and projects. If Performance programs in the activities and projects were planned, the information basis to the budget would as well be created in the analytical budget code breaking.
The other features of Strategic Plan and Performance Program module are presented below;
- The parametric identification of the staff, organization and its roles.
- Flexible and parametric identification of the hierarchy of Strategic Plan (strategic objectives, goals, etc..),
- The automatic reporting of the Strategic Plan through organization hierarchy
- The monitoring and reporting of Departmental score cards with the logic of Corporate Balanced Scorecard,
- Targets related main activity / project identification, cost, and the physical realization identification of the objectives, identification of budget information,
- Defining performance indicators for the Goals,
- The management of the Performance indicators,
- The Preparation of Unit and Administration Performance Programmes,
- Creating budget tables by establishing a Cost and budget relationship,
- Project / activity planning,
- The information of physical completion and the financial realization of the Project / activities,
- Performance indicator periodic realizations
- Retrieval of data from the corporate systems,
- Progress and evaluation of the results (lists and reports),
- Revision of the Strategic Plan.
The system has the ability to automatically create all the tables in the Preparation of Performance Program Guidelines published in July 2008, by using the entered information. It can also automatically produce project reports that the Municipalities send to the Governorate or District Governorates in four-month periods, and if required, it can convert them into the EXCEL format.
Performance Monitoring
It is the section of which the performance indicators used throughout the organization are defined and managed.
Defined indicator plans are used later by being referred to the needed plan and performance program. After periods and assessment criteria that are the general parameters related to performance indicators have been defined, how to enter information into the each performance indicator, the responsibles of the performances indicators, and the graphical features are defined. The goal, alarm, alert and perform data belonging to performance indicators can be entered in several different ways. These can be listed as manual input, calculation of other indicators with the help of a formula, automatic calculation dynamically with the support of script during data entry, and receiving databases. As a database, any database can be linked with ODBC, OLE DB and data can be received .
Access, MS SQL Server and Oracle databases being in the first place, mainly all kinds of related tasks scheduled from OLAP database or from data warehousing can be defined and periodically data can be retrieved.
Performance indicators defined in the indicator of manager can easily be managed being categorized under the groups that the user is able to define and switch freely, can be defined as a reference to the relevant process steps in the process maps.
Other features of Indicator Manager are;
- Management of the variables used in the calculations
- Calculation Parameters and Formula Identification
- Management of Measurement of Cycles, Data, Target and Management of Comparison Ranges
- Visual and Qualitative descriptions of Performance
- The identification of Data input method and the responsible
- Management of the Database Connection, Scheduled Tasks
Activity Monitoring and Reporting (Unit and Administration Activity Report)
It’s a module where projects and activities of the Performance program and the state of performance indicators are monitored and reported. Reports and monitoring can be done on the basis of units online as well as this information can be reported as Excel or Word format,. Annual reports of Unit and Administration Activities can be prepared in the system and can be reported under the title specified in the Performance Based Budgeting Guidelines that is published by the Administration of the Ministry of Finance. In the System, also the Strategic Plan of the Corporation and current Performance Programs that belongs to the past years can be questioned, when necessary, can be printed out as a Word document.
General Features of the Application
- The identification of the staff organization and its role as a parametric
- Flexible and parametric identification of Strategic plan hierarchy (strategic objectives, goals, etc..)
- The automatic reporting of the Strategic Plan through organization hierarchy
- The monitoring and reporting of Departmental score cards with the logic of Corporate Balanced Scorecard,
- Targets related main activity / project identification, cost, and the physical realization identification of the objectives, identification of budget information,
- Defining performance indicators for the Goals,
- The management of the Performance indicators,
- Cost and budget relationship,
- Project / activity planning,
- The Preparation of Performance Program,
- The information of physical completion and the financial realization of the Project / activities,
- Performance indicator, periodic realizations, data retrieval from corporate systems, of progress and evaluation of results, the list and reports, revision of the Strategic Plans ,
- Web interface for entrance of Manual collected data,
- Various graphic settings (bars, lines, etc.),
- Periodic and cumulative assessment of actual realizations,
- Ability to make detailed analysis supported with multiple graphics,
- The evaluation of performance with Visual and qualitative descriptions
- With the Script support, instantaneous calculation of the target, the alarm and warning threshold dynamically.