Reporting Performance: Is It For "Them" Or For "Us"?

Thoughts from Jeremy Stephens, our Lead Software Representative and resident Rock Star -

Recently, I spent three years working in performance management for a private sector company. The company was growing rapidly and needed a powerful set of management tools to help it manage that growth. I had the opportunity to help lead that effort, based on my experience having worked in Managing For Results in Metro Nashville/Davidson County, TN.

The company used a powerful software system to handle the collection and reporting of their performance information. Unfortunately, although the software was powerful, it wasn’t very accessible – in fact, to get data out of the system, the company had to hire someone whose only job was to create queries and pull data from the system. If you wanted performance information, many times you had to go and ask for it.

So while the performance information was meaningful and used in high-level management discussions, for most employees it was something “they” — the senior managers and leaders — paid attention to.

Unfortunately, we all know that it is far too common in organizations of all types, private or public sector, that instead of performance data driving decision-making at all levels, the data is closely held, or feared, or ignored.

So how does performance data get a regular seat at the table for how we do business? How does it move from being something “they” use to something “we” need?

What we’ve seen over and over again is that you have to begin by recognizing that data collection and reporting cannot be done in a vacuum. You cannot expect one person, or a small team, to be the only ones involved in collecting, analyzing and reporting the performance data for an organization – and then have those results resonate at all levels of the organization.

How could they? In this situation, for nearly everyone in the organization, performance is something “they” worry about. Most of the team – most of “us” – played no part in the collection and analysis.

In many cases, it simply comes down to the systems and programs. If you manage your performance information using a powerful system with lots of bells and whistles – but which is not easy to use or accessible – the majority of your employees may never know how to utilize or have the desire to try to use the system.

So in the end, it doesn’t necessarily take a village to transform government, but it does take the government as a whole (managers and employees alike) defining, collecting, analyzing, reporting and having conversations about results. You don’t have to do it all at one time, but you do have to do it. Only then can you hope to truly drive meaningful change at all levels. That’s your transformation!

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Trusting Your Performance Info: Data Integrity Matters

From Marv Weidner, CEO and Founder of Weidner, Inc. -

Recently in The New York Times, an article (http://tiny.cc/ZC2eI) cited a new report that raises questions about the integrity of the data included in the Major Crimes Report for New York City during the 1990s. The report raises questions about whether, and how, pressure to lower the Crime Rate lead to periodic manipulation of the data by some NYC Police precinct captains.

This is not the first check on the integrity of the data. An earlier report by New York University professor Dennis C. Smith contained this assessment: “We conclude, as did the state comptroller five years ago, that the city and department officials, and the public can be reasonably assured that the NYPD data are accurate, complete and reliable.”

So there are differences in findings and opinions about whether the NYC crime data was manipulated. However, there is little or no debate about whether the experience of crime in NYC has changed significantly for the better since the implementation of COMSTAT by Bill Bratton back in the 1990s – crime in New York City has plunged, and NYC has become one of the safest large cities in the nation. Similar efforts have been successfully implemented in law enforcement agencies across the country with similar results: using performance information can make communities much safer.

Data Integrity is Worth Fighting For

The stories from NYC point out the importance of data integrity. Data integrity goes to the quality of decisions made on the basis of that data – and to the integrity of the government organization reporting it.

I remember when in 2007 Toby Futrell, former City Manager for Austin, TX, won praise when she fired the Director of the Austin Convention Center for falsifying customer satisfaction data. (You can see newspaper coverage of that by clicking here.)

When Metro Nashville Davidson County, TN, started Managing for Results in 2002, then Finance Director David Manning insisted that the Internal Auditor certify the data before a performance measure could be included in their performance-based budget. And from the beginning, the Maricopa County, AZ, Internal Audit shop checked the integrity of performance information, and their efforts led to their receiving an Award for Excellence in Government Finance from the Government Finance Officers Association (GFOA).

Solutions to Better Ensure Data Integrity

If you’re collecting, analyzing, managing, and reporting performance data, the integrity of your performance data matters. There are several steps you and your organization can take to help ensure the performance data you receive and use is accurate and consistent:

** Set yourself up for success by clearly and consistently documenting the definitions of your performance measures and the people who are responsible for collecting, reviewing and reporting the data. Don’t depend on someone to remember how to do it – get it documented, so that anyone can step in and replicate the measurement, if necessary. Best practice performance information management systems like Weidner’s MFR Live software may support this documentation and role definition.

** Emphasize with all staff that service delivery decisions and performance reports are only as good as the data supporting them. Ensure they understand that this is not an exercise in submitting numbers by a deadline, but is how your organization does business.

** Use Internal Auditors or other resources to periodically check the data. Whether a periodic sampling review or a more rigorous assessment, a systematic approach to data quality will yield significant benefits.

** Publicly report on data integrity alongside performance reports. In Metro Nashville, the level of performance data certification was closely watched by department leaders.

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Accountability & Transparency in Metro Nashville, TN – Are You Smart Enough for a 5th Grader?

Our new “Smarter Government” column for Governing magazine’s Management e-newsletter profiles Metro Nashville, Tennessee, and its award-winning work to provide accountability and transparency via the web for that government’s budget process and performance.

Metro Nashville, which implemented Managing For Results beginning in 2002, draws tens of thousands of visitors each year to its two “Citizens’ Guide” websites, the Citizens’ Guide to the Metro Budget and the Citizens’ Guide to Metro’s Performance. They’re definitely worth a look.

Check out our column to learn more about these great tools, including the power of the “Tyler test” and why two clicks matter. You can see it by clicking here.

And if you haven’t subscribed to Governing’s free Management e-newsletter, it’s a great resource. You can subscribe by clicking here.

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