# Presentation: 698948

## Activities Oversight Team Meeting

***Aligning ABC Work Activities to ***
***Strategic Plan Performance Measures***
***17 May 2006***

## Agenda

**Present results of Bureau/DOI work activity and performance measures**
**    ****linkages – bureau “homework”**
**Present plan and schedule for developing:**
** ****Model linking work activities to performance measures**
** ****Method for costing performance measures**
** **

## Aggregated Results of Bureau Homework

***Strategic Plan Alignment***

***Percentage of Strategic Plan aligned by DOI work activities: ***
**129 performance measures costed through DOI work activities to the Strategic Plan (includes alignment to EOG and IOG)**
**265 total performance measures in the DOI Strategic Planning Hierarchy (includes alignment to EOG and IOG)**
**49% DOI performance measures are costed through DOI work activities to the DOI Strategic Plan**

## Aggregated Results of Bureau Homework

***Strategic Plan Alignment***

***Percentage of DOI work activities aligned to DOI Strategic Plan:***
** ****296 DOI work activities aligned to the Strategic Plan (includes alignment to EOG and IOG)**
** ****321 total DOI ABC work activities**
** ****92% of DOI work activities aligned to DOI Strategic Plan**
**Note – see report for further details on the 8% (25) ABC Work Activities with no alignment to the Strategic Plan.**

## Costable Performance Measures

## Un-Costable Performance Measures

## Issues

** ** **Bureau not able to provide mapping to DOI performance measure, end outcome goal or intermediate outcome goal**
**  ****Bureau mapping exclusively to DOI end or intermediate outcome goal instead of to a performance measures .**

## Issues

** ****DOI ABC activities with multiple alignment to DOI Strategic Plan (See slides 15 through 19)**
** ****64% of DOI ABC Activities are aligned to multiple elements (EOG, IOG, EOGM, IOGM) (204 Multiple Mappings/321 total ABC Activities)**

## Aggregated Results of Bureau Homework

***Aggregated Results of Bureau Homework***
***DOI Work Activity Alignment to Multiple ***
***Elements in the Strategic Plan***

## Aggregated Results of Bureau Homework

***Aggregated Results of Bureau Homework***
***DOI Work Activity Alignment to Multiple ***
***Elements in the Strategic Plan***

## Notes on Bureau Data Provided 

***through the Homework***

** ****BIA homework has not been approved by BIA management**
** ****NPS, BLM, OSM, USGS, BOR, FWS data is complete with no required corrections**
** ****MMS, USGS and OSM might need some minor adjustment of their work activity crosswalk to DOI work activities**

## Bureau Homework Analysis Reports

** ****Sample DOI and Bureau Work activities aligned to DOI Strategic Plan**
** ****Areas of the DOI Strategic Plan with no DOI work activity alignment**
** ****DOI Work Activities not aligned to DOI Strategic Plan**
** ****Consolidated view of bureaus current alignment to DOI Strategic Plan through bureau work activities crosswalk to DOI work activities**

## Plan of Action - Alignment

** ****Review “homework”; develop consolidated model of work activity linkage to **
**     ****performance measures**
** ****Review budget submittals; compare alignment of work activity to performance**
**     ****measures (where applicable) to bureau “homework”**
** ****Identify alignment issues:**
** ****Inconsistencies between homework and budget submittal alignment **
**     ****models**
** ****Bureau alignment to goals instead of performance measures – validate**
** ****Performance measures that could be costed – work can contribute to**
**     ****performance measure **
** ****Resolve issues, validate “uncostable performance measures”, develop **
**     ****corporate approach for linking work activities to performance measures **

## Plan of Action - Alignment

** ****Assess impact of new/revised measures in draft Strategic Plan update on **
**      ****alignment model; identify adjustments to alignment model that the draft**
**      ****Strategic Plan update would precipitate if adopted as currently presented**
** ****Consolidate alignment model with performance measure costing methodology**
** ****Coordinate model and costing methodology with PPP, POB, bureaus**
** ****Incorporate model and costing methodology into budget guidance**
** ****Present model and costing methodology to budget, performance, finance, and**
**     ****ABC communities**

## Work Schedule – Alignment Model

| Date | Event |
| --- | --- |
| 6 Apr | Bureau aligns bureau and DOI ABC activities to Strategic Plan performance measures |
| 19 Apr | Consolidate bureau alignments into DOI corporate view (1st iteration of alignment model) |
| 3 May | Present corporate view and plan of action to AOT |
| 23 May | Review budget submittals; compare alignment of work activity to performance measures (where applicable) to bureau homework; identify alignment issues |
| 29 Jun | Resolve issues/develop corporate approach for linking work activities to performance measures (2nd iteration of alignment model); validate uncostable performance measures |
| 29 Jun | Assess impact of new/revised measures in draft Strategic Plan update on alignment model |
| 29 Jun | Consolidate alignment model with performance measure costing methodology |

**Notes:**
19 Apr – is this just the Fernando excel spreadsheet
3 May – should we prepare issues by mission are report for bureaus to take away in tiger teams? What about particular bureau N/As how will these be handled?
29 Jun – when do we actually develop the performance measure costing methodology

## Work Schedule – Alignment Model

| Date | Event |
| --- | --- |
| 14 Jul | Coordinate model and costing methodology with PPP, POB, bureaus |
| 19 Jul | Present alignment model and costing methodology to ABC Steering Committee and Performance Management Council in joint meeting |
| 23 Jul | POB incorporates alignment model and costing methodology into budget guidance |
| 3 Aug | Present alignment model and methodology for costing performance measures to ABC, budget, finance and performance communities |

## Plan of Action – Costing Methodology

** ****Partnership between PFM, GT, AOT and Finance Community**
** ****Select three bureaus – FWS, BLM, and NPS**
** ****GT will trace Statement of Net Cost to Standard General Ledger expense accounts for selected bureaus**
** ****GT will document three methodologies**
** ****PFM, AOT, and Finance Community will select best practice**
** ****PFM, AOT, Finance Community and GT will modify best practice for suitability**
** ****Use alignment of activity cost to performance measures to cost performance**

- Statement of Net Cost
- End Outcome Goal
- Resource Protection
- Activity

- EOG Activity
- Task 1
- Task 2
- Task 3

- Task 1
- Labor (11/1200)
- Travel (2100)
- Contract (2500)
- Supplies (2600)

- Standard
- General
- Ledger
- 61/6400
- 6100
- 6100
- 6100

## Work Schedule – Costing Methodology

| Date | Event |
| --- | --- |
| 19 Jun | Review AOT Budget Costing Models and algorithms |
| 19 Jun | Trace BLM, NPS, FWS Mission Area cost to the Bureau SGL |
| 17 Jul | Produce Bureau Algorithm |
| 19 Jul | Document and present to AOT the process and algorithm of Net Cost to Mission Area |
| 19 Jul | PFM and AOT select best practice |
| 31 Jul | PFM, AOT, and GT modify best practice for suitability |

## Inventory Requirements

** ****Determine best practice of aligning cost and performance**
** ****Gather information from Bureaus on their cost and performance:**
** ****Process **
** ****Methodology**
** ****Technology**
** ****Contribute DOI CPM methodology/ recommend best of breed for DOI in aligning cost and performance**

## Wrap-Up

** ****Questions and Answers**
** ****Review Decisions**
** ****Review Action Items**
** ****Parking Lot Items placed on next meeting’s agenda **