1. 1 Public entities and agencies ENE guidelines 2008 28-29 November 2007

2. 2 General Extend coverage to all entities –Retain entities which reported last year –Relate policy initiatives to presentation of financial data Include key performance indicators Departmental programme transfers reported under entities (no duplication) Schedules aligned to reporting period of departments NB: earlier submission dates in January Liaise with NT budget examiners www.treasury.gov.za/publications/guidelines

3. 3 Critical dates Distribution of public entities database and guidelines16 November 2007 Information session for departments29 November 2007 (morning) Information session for entities29 November 2007 (afternoon) Provisional allocation letters to departments30 November 2007 Submission of completed data files for public entities10 December 2007 Submission of first draft chapter - departments and entities (including measurable objectives and indicators) 14 December 2007 Feedback on selected objectives and indicators from NTJanuary 2008 Submission of second draft of database inputs11 January 2008 Submission of second draft chapters – departments and entities (final indicators and objectives) Mid January 2008 Submission of entities text – Social services15 January 2008 Justice and protection services16 January 2008 Central, Finance Administrative services17 January 2008 Economic services18 January 2008 Final sign-off of chapters by departmentsFirst week February 2008 Budget day20 February 2008

4. 4 Performance information in the 2008 ENE

5. 5 What’s in the instructions? Key performance indicators –Seven year timeframe format –Indicators have been moved to the front of the vote so that both cross- cutting or programme-specific indicators may be highlighted –Indicators may relate to inputs, activities, outputs, outcomes and may also provide contextual or explanatory information –Average of 10 performance indicators recommended per entity –Two areas to discuss performance: Quantitative performance indicators in the key performance table (also see guidelines on using percentages) Qualitative performance information in the strategic overview section Indicators Performance PastCurrentProjected 2004/052005/062006/072007/082008/092009/102010/11 ……………………….…… ……………………….…… ……………………….…… ……………………….……

6. 6 Helpful tips In general, indicators should relate to ongoing functions but may also be project-specific The average of 10 indicators per entity means that the number of indicators may range from 7 to 17 more or less depending on need Ensure that only numerical values are used to reflect past, current and projected performance in the seven year table Ensure that the indicator is clear and obviously relates to the work of the entity. (e.g., “number of claims processed” could be clarified as “number of workers’ compensation claims processed per month”) The key indicators do not have to cover all the aspects of the entity’s work just the most important from an oversight monitoring standpoint Key performance indicators in the ENE represent only a small subset of entity performance information for auditing purposes Don’t forget to include the unit of measure in the indicator title Don’t forget to provide a brief definition of each indicator (i.e., enough detail to give a general understanding of the indicators Review the strategic plan Review the Presidency’s “Development Indicators Mid-term Review” of 72 national indicators