Experiences in Utilising Performance Information in Budget and Management Processes

The meeting covered the following topics:

• Description of different countries' performance systems, including the approaches and objectives used;
• Measurement and assessment of results, including the type of performance information developed; the extent of coverage; the problems with development of outputs and especially outcomes;
• Integration of performance information into budget and management processes, including how performance information is used in the interaction between different participants in the budget process and also in management processes;
• Linkage of performance information to budgeting decisions, including if and how it is used in making decisions about resource allocations; and what incentives are in the system to use this information to improve efficiency and performance;
• Reporting of performance information, including if it is reported to the public and to politicians in the executive and the legislature; and if and how it is used in decision making by politicians;
• Key challenges encountered, including technical, implementation, cultural, or political challenges;
• Solutions adopted, including solutions to address these challenges; and,
• Lessons learned: what has worked and what has not.

A report will be published by the OECD based on the country case studies and the summary of country experiences with performance systems supplied for the next SBO meeting in Sydney, 5-6 June 2006. The discussions at both meetings will also be incorporated into the report.

PROVISIONAL AGENDA

This meeting will examine individual countries experiences of using performance information in budgeting and management processes. Each country will give a presentation that will discuss: their use of performance information in their budgeting and management processes; the impact of performance information on budgetary, managerial, and political decision making, and on improving performance; the key challenges encountered; and the solutions adopted. In sum, countries such present what has worked; what has not worked with their approach and what they see are the outstanding issues.

Each session at the meeting will consist of one country presentation (15-20 minutes), followed by a short (5-10 minutes) commentary on the presentation. The floor will then be open for discussion by all participants.

TUESDAY 2 MAY 2006

9:30-9:45   Opening by Chair and Secretariat

9:45-12:15 Session 1 - Country Cases: the United Kingdom (PowerPoint, Case Study) and the Netherlands (PowerPoint) 

14:15-17:45 Session 2 - Country Cases: Australia (PowerPoint, Case Study), United States (PowerPoint, Case Study) and Denmark (PowerPoint, Case Study) 

WEDNESDAY 3 MAY 2006

09:30-12:30 Session 3 - Country Cases: Canada (PowerPoint), Sweden (PowerPoint, Case Study) and Korea (PowerPoint, Case Study) 

14:30-15:30 Session 4 - Panel Discussion on the General Lessons Learned from Countries Experiences: A three-member panel (Teresa Curristine, OECD, Marc Robinson, IMF, Jonathan Breul, IBM Business Center) will discuss the key issues and lessons that have emerged from the country presentations and the discussions in the meeting. This will be followed by an open discussion.

15:30-16:00 Session 5 - Discussion of future OECD work in this area: This session will address the future direction of OECD work in this area.

16:00 Concluding remarks by the Secretariat