1. GUIDE TO STRATEGIC PERFORMANCE MANAGEMENT SYSTEM (SPMS)
What is SPMS?
Composition and Role of SPMS Performance Management Team (PMT)
MFOs, P/A/Ps and Success Indicators
Guide to Developing Q/E/T Ratings
Required Forms and Timelines
OUTLINE
FOR DISCUSSION

2. WHAT IS SPMS? FEATURES OF SPMS:
Tool/methodology to measure agency/division/individual performance vis-à-vis office mandate
Replaces PES starting January 2014
Aids human resource systems
Basis for incentives (PBB 2014, step increment, rewards)
FEATURES OF SPMS:
Links individual performance with agency’s organizational vision, mission and strategic goals
Output/outcome-based  how work contributes to agency’s mandate
Team approach to performance management

3. CFO-SPMS Performance Management Team
Usec. Mary Grace Tirona – PMT Chairperson
Rod Garcia/Frencel Tingga – Division Head, PPRD
Regina Galias – Division Head, AFD
Marita Apattad – Division Head, PMD
Ivy Miravalles – Division Head, MIED
Romeo Rosas II – Division Head, MISD
Warner Dawal – Training Officer
Cindy San Pedro – HR Officer
Manolo Tibe – CFOEA President
Graciel Paguinto – Secretariat
Reina Marie Calvo – Secretariat
* Secretary Imelda Nicolas as CFO-SPMS Champion

4. Role of PMT: Consult with division heads to discuss targets in OPCR
Ensure targets are aligned with budget of agency and work distribution is rationalized
Recommend approval of OPCR and ratings to Chairperson
Act as appeals body and final arbiter for performance management issues
Identify potential top performers and provide inputs to PRAISE Committee for grant of incentives and rewards
Adopt internal policies and procedures as necessary
PPRD as PMT Secretariat

5. Role of PPRD in the PMT:
Monitor submission of OPCR and schedule evaluation by PMT
Assess submission of divisions
Provide each division with final office assessment as basis for individual employee assessment

6. Role of AFD in the PMT: Monitor submission of IPCR by division heads
Assess IPCR submission of divisions  average performance rating should not be higher than Office Performance Rating
Analyze gaps in skills/competency and address gaps through appropriate intervention (i.e., training, planning)

7. Role of Division Heads in the PMT:
Primary responsible for performance management of his/her division
Lead planning on agreed outputs – division/individual level
Rationalize distribution of targets
Review IPCR
Submit quarterly accomplishment report to PPRD
Regular Monitoring and Coaching of individual employee
Determine final assessment of each employee based on proof of performance
Inform employee of final rating and recommend necessary intervention

8. Sanctions:
* Non-submission of OPCR to PMT and IPCR to AFD within specified dates shall be ground for:
Disqualification of employee/s for performance-based personnel actions such as promotion, training, scholarship grants and performance enhancement bonus – if failure of submission is fault of employee/s
Administrative sanction for violation of reasonable office rules and regulations AND simple neglect of duty for supervisors or employees responsible for delay of report submission
Administrative offense for Neglect of Duty if supervisor/unit head fails to notify employee of unsatisfactory of poor performance during rating period

9. Overseas Filipino Welfare Services
MAJOR FINAL OUTPUT (MFO)
Overseas Filipino Welfare Services
Strategic Priority No.1
Strategic Priority No.2
P/A/P
Welfare Programs for Filipinos Overseas
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
General Administrative and Support Services
MIED and PMD
AFD
PPRD, OSEC and MISD
SUCCESS INDICATORS:
85% of target number of OFs assisted
80% of OFs assisted rate services as good or better
85% of requests for assistance responded to within 24 hrs.
SUCCESS INDICATORS:
85% efficiency in provision of admin and logistical support
85% efficiency in collection of disbursement of funds
SUCCESS INDICATORS:
85% of target PAPs successfully implemented, evaluated and enhanced
80% of program beneficiaries rate services as good or better
85% of integrated PAPs reviewed annually

10. OSEC CFO/ DIVISION LEVEL STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
WHAT PAPs CONTRIBUTE TO STRATEGIC PRIORITY #2?
SUCCESS INDICATORS:
85% of target PAPs successfully implemented, evaluated and enhanced
80% of program beneficiaries rate services as good or better
85% of integrated PAPs reviewed annually
Virtual Sentro Rizal  (Strategic Priority No. 1)
JMDI II
Inter-Agency Committee:
- Human Development and Poverty Reduction
- Sub-Committee on International Migration and Development
International Partnership/ Cooperation:
- Metropolis Asia
- MIEUX
- KNOMAD
- MIMTO
Diaspora to Development
WHAT ARE THE SUCCESS INDICATORS FOR EACH PAP?
Participation in the HDPR Cluster
Success Indicator:
Timely submission of required reports to HDPR Secretariat

11. OSEC Develop Rating Scale RATING ACCOMPLISHMENT CFO/ DIVISION LEVEL
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
HOW WILL OSEC BE RATED BASED ON PERFORMANCE?
SUCCESS INDICATORS:
85% of target PAPs successfully implemented, evaluated and enhanced
80% of program beneficiaries rate services as good or better
85% of integrated PAPs reviewed annually
Develop Rating Scale
QUALITY
EFFICIENCY
TIMELINESS
RATING
ACCOMPLISHMENT
10 (Outstanding)
Exceeded 30% and above
8 (Very Satisfactory)
1-29% increase in expectation
6 (Satisfactory)
Met expectations
4 (Unsatisfactory)
Failed to meet expectations
2 (Poor)
Below expectations

12. Policy inputs to HDPR Cluster
DIVISION LEVEL
OSEC
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
PARTICIPATION IN HDPR CLUSTER
SUCCESS INDICATORS:
85% of target PAPs successfully implemented, evaluated and enhanced
80% of program beneficiaries rate services as good or better
85% of integrated PAPs reviewed annually
WHAT ARE THE SUCCESS INDICATORS?
Policy inputs to HDPR Cluster
Timeliness:
10: Report submitted to HDPR Secretariat 1week before deadline
8: Report submitted to HDPR Secretariat 2-3 days before deadline
6: Report submitted to HDPR Secretariat on deadline
4: Report submitted to HDPR Secretariat w/in 1week after deadline
2: Report submitted to HDPR Secretariat 8 days or more after deadline

13. OSEC INDIVIDUAL LEVEL STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
WHICH PAPs DO I CONTRIBUTE TO?
SUCCESS INDICATORS:
85% of target PAPs successfully implemented, evaluated and enhanced
80% of program beneficiaries rate services as good or better
85% of integrated PAPs reviewed annually
Participation in the HDPR Cluster
- Confirm participation of SIMN and CFO reps
Contact HDPR Secretariat for materials
Prepare CFO reports for submission to HDPR Secretariat
WHAT ARE THE SUCCESS INDICATORS FOR EACH?
Prepare reports for submission to HDPR Secretariat
Quality:
10: Report approved by Chairperson upon 1st submission
8: Report approved by Chairperson upon 2nd submission w/minor revision/s
6: Report approved by Chairperson upon 2nd submission w/major revision/s
4: Report approved by Chairperson upon 3rd submission w/minor revision/s
2: Report approved by Chairperson upon 3rd submission w/major revision/s

14. OSEC DIVISION LEVEL MFO OUPUT Overseas Filipino Welfare Services
Strategic Priority
OUPUT
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Participation in HDPR Cluster
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
Timely submission of reports to HDPR Secretariat
Timeliness:
10: Report submitted to HDPR Secretariat 1week before deadline
8: Report submitted to HDPR Secretariat 2-3 days before deadline
6: Report submitted to HDPR Secretariat on deadline
4: Report submitted to HDPR Secretariat w/in 1week after deadline
2: Report submitted to HDPR Secretariat 8 days or more after deadline

15. OSEC INDIVIDUAL LEVEL MFO OUPUT Overseas Filipino Welfare Services
Strategic Priority
OUPUT
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Participation in HDPR Cluster
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
Timely submission of HDPR reports to Chairperson
Quality:
10: Report approved by Chairperson upon 1st submission
8: Report approved by Chairperson upon 2nd submission w/minor revision/s
6: Report approved by Chairperson upon 2nd submission w/major revision/s
4: Report approved by Chairperson upon 3rd submission w/minor revision/s
2: Report approved by Chairperson upon 3rd submission w/major revision/s

16. Welfare Programs for Filipinos Overseas
CFO/ DIVISION LEVEL
PMD
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
SUCCESS INDICATORS:
85% of target number of OFs assisted
80% of OFs assisted rate services as good or better
85% of requests for assistance responded to within 24 hrs.
WHAT PAPs CONTRIBUTE TO STRATEGIC PRIORITY #1?
PSO
LINKAPIL
EVP
YouLeaD
WHAT ARE THE SUCCESS INDICATORS FOR EACH PAP?
Exchange Visitor Program (EVP)
Success Indicator:
85% of J1 visa holders registered within prescribed period
80% of registered J1 visa holders rate pre-departure program as good or better
85% of NOS applications acknowledged within 24 hours

17. Welfare Programs for Filipinos Overseas
CFO/ DIVISION LEVEL
PMD
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
SUCCESS INDICATORS:
85% of target number of OFs assisted
80% of OFs assisted rate services as good or better
85% of requests for assistance responded to within 24 hrs.
HOW WILL PMD BE RATED BASED ON PERFORMANCE?
Develop Rating Scale
QUALITY
EFFICIENCY
TIMELINESS
RATING
ACCOMPLISHMENT
10 (Outstanding)
Exceeded 30% and above
8 (Very Satisfactory)
1-29% increase in expectation
6 (Satisfactory)
Met expectations
4 (Unsatisfactory)
Failed to meet expectations
2 (Poor)
Below expectations

18. PMD Welfare Programs for Filipinos Overseas DIVISION LEVEL
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
PHILIPPINE SCHOOLS OVERSEAS
SUCCESS INDICATORS:
85% of target number of OFs assisted
80% of OFs assisted rate services as good or better
85% of requests for assistance responded to within 24 hrs.
WHAT ARE THE SUCCESS INDICATORS?
Prepare reports for submission to IAC-PSO
Timeliness:
10: Report submitted to HDPR Secretariat 1week before deadline
8: Report submitted to HDPR Secretariat 2-3 days before deadline
6: Report submitted to HDPR Secretariat on deadline
4: Report submitted to HDPR Secretariat w/in 1week after deadline
2: Report submitted to HDPR Secretariat 8 days or more after deadline

19. Welfare Programs for Filipinos Overseas
INDIVIDUAL LEVEL
PMD
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
WHICH PAPs DOES PMD CONTRIBUTE TO?
SUCCESS INDICATORS:
85% of target number of OFs assisted
80% of OFs assisted rate services as good or better
85% of requests for assistance responded to within 24 hrs.
Philippine Schools Overseas
Prepare reports for submission to IAC-PSO
Respond to queries from PSOs
Source and distribute materials for PSOs
WHAT ARE THE SUCCESS INDICATORS FOR EACH?
Prepare reports for submission to IAC-PSO
Quality:
10: Report approved by Chairperson upon 1st submission
8: Report approved by Chairperson upon 2nd submission with minor revision/s
6: Report approved by Chairperson upon 2nd submission
with major revision/s
4: Report approved by Chairperson upon 3rd submission
with minor revision/s
2: Report approved by Chairperson upon 3rd submission with major revision/s

20. PMD DIVISION LEVEL MFO OUPUT Overseas Filipino Welfare Services
Strategic Priority
OUPUT
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Philippine Schools Overseas
Welfare Programs for Overseas Filipinos
Timely submission of reports to IAC-PSO
Timeliness:
10: Report submitted to IAC-PSO 1week before deadline
8: Report submitted to IAC-PSO 2-3 days before deadline
6: Report submitted to IAC-PSO on deadline
4: Report submitted to IACPSO w/in 1week after deadline
2: Report submitted to IACPSO 8 days or more after deadline

21. PMD INDIVIDUAL LEVEL MFO OUPUT Overseas Filipino Welfare Services
Strategic Priority
OUPUT
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Philippine Schools Overseas
Welfare Programs for Overseas Filipinos
Timely submission of PSO reports to Chairperson
Quality:
10: Report approved by Chairperson upon 1st submission
8: Report approved by Chairperson upon 2nd submission with minor revision/s
6: Report approved by Chairperson upon 2nd submission with major revision/s
4: Report approved by Chairperson upon 3rd submission with minor revision/s
2: Report approved by Chairperson upon 3rd submission with major revision/s

22. Know which Strategic Priority your division is part of?
CFO/ DIVISION LEVEL
MISD
STEP 1
Know which Strategic Priority your division is part of?
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
STEP 2
List down all the Programs/Activities/Projects (PAPs) under your Division?
Databanking InfoSytems Devt. ICT Projects
Response to queries Data Encoding Meetings
Researches for BaLinkBayan Creatives
STEP 3
Identify which of your PAPs contribute directly to the assigned Strategic Priority (#2)?
Databanking
Response to queries
Researches for BaLinkBayan

23. MISD Develop a Success Indicator for the PAPs identified.
CFO/ DIVISION LEVEL
MISD
STEP 4
Develop a Success Indicator for the PAPs identified.
Clue: How will databanking contribute to policy development?
“Efficient submission of Emigrant Masterlist to Philippine Diplomatic Posts”
STEP 5
Develop a rating scale on how MISD will be ranked as a division.
QUALITY
EFFICIENCY
TIMELINESS
RATING
ACCOMPLISHMENT
10 (Outstanding)
Exceeded 30% and above
8 (Very Satisfactory)
1-29% increase in expectation
6 (Satisfactory)
Met expectations
4 (Unsatisfactory)
Failed to meet expectations
2 (Poor)
Below expectations

24. MISD DIVISION LEVEL MFO PAPs Overseas Filipino Welfare Services
Strategic Priority
PAPs
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Efficient Databanking and Management
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
Submission of Emigrant Masterlist to Philippine Diplomatic Posts
10: Report approved by Chairperson upon 1st submission
8: Report approved by Chairperson upon 2nd submission with minor revision/s
6: Report approved by Chairperson upon 2nd submission with major revision/s
4: Report approved by Chairperson upon 3rd submission with minor revision/s
2: Report approved by Chairperson upon 3rd submission with major revision/s
10: Masterlist approved by Chairperson sent to PECs within 1-2 days from receipt by the MISD from OSEC
8: Masterlist approved by Chairperson sent to PECs within 3-5 days from receipt by the MISD from OSEC
6: Masterlist approved by Chairperson sent to PECs within 1 week from receipt by the MISD from OSEC
4: Masterlist approved by Chairperson sent to PECs within 2 weeks from receipt by the MISD from OSEC
2: Masterlist approved by Chairperson sent to PECs after 2 weeks from receipt by the MISD from OSEC

25. MISD INDIVIDUAL LEVEL MFO PAPs Overseas Filipino Welfare Services
Strategic Priority
PAPs
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Efficient Databanking and Management
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
Preparation of Emigrant Masterlist for transmittal to Philippine Diplomatic Posts
10: Report approved by Unit Head upon 1st submission
8: Report approved by Unit Head upon 2nd submission with minor revision/s
6: Report approved by Unit Head upon 2nd submission with major revision/s
4: Report approved by Unit Head upon 3rd submission with minor revision/s
2: Report approved by Unit Head upon 3rd submission with major revision/s
10: Masterlist approved by Chairperson sent to PECs within 1-2 days from receipt by the MISD from OSEC
8: Masterlist approved by Chairperson sent to PECs within 3-5 days from receipt by the MISD from OSEC
6: Masterlist approved by Chairperson sent to PECs within 1 week from receipt by the MISD from OSEC
4: Masterlist approved by Chairperson sent to PECs within 2 weeks from receipt by the MISD from OSEC
2: Masterlist approved by Chairperson sent to PECs after 2 weeks from receipt by the MISD from OSEC

26. Welfare Programs for Filipinos Overseas
CFO/ DIVISION LEVEL
MIED
STEP 1
Know which Strategic Priority your division is part of?
STRATEGIC PRIORITY #1
Welfare Programs for Filipinos Overseas
STRATEGIC PRIORITY #2
Policy Formulation and Development, Coordination and Implementation of the Filipinos Overseas Program
STEP 2
List down all the Programs/Activities/Projects (PAPs) under your Division?
Policy input Response to Queries
Researches RTDs
ATN IAC meetings
Pre-Departure Program Registration
STEP 3
Identify which of your PAPs contribute directly to the assigned Strategic Priority?
Policy Inputs / Research Papers
Pre-Departure Services
Community Education Program
Roundtable Discussion
Inter-Agency Meetings
IACAT-ADVOCOM

27. MIED Develop a Success Indicator for the PAPs identified.
CFO/ DIVISION LEVEL
MIED
Develop a Success Indicator for the PAPs identified.
Clue: How can the pre-departure program contribute to improving overseas Filipino welfare?
STEP 4
“Efficient conduct of pre-departure services for Filipino emigrants”
STEP 5
Develop a rating scale on how MIED will be ranked as a division.
QUALITY
EFFICIENCY
TIMELINESS
RATING
ACCOMPLISHMENT
10 (Outstanding)
Exceeded 30% and above
8 (Very Satisfactory)
1-29% increase in expectation
6 (Satisfactory)
Met expectations
4 (Unsatisfactory)
Failed to meet expectations
2 (Poor)
Below expectations

28. MIED DIVISION LEVEL MFO PAPs Overseas Filipino Welfare Services
Strategic Priority
PAPs
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Welfare Programs for Overseas Filipinos
Pre-Departure Program for Filipino Emigrants
Efficient conduct of pre-departure program for Filipino emigrants
10: 100% of Filipino emigrants assisted thru PDOS rated the program as good/better
8: 86-99% of Filipino emigrants assisted thru PDOS rated the program as good/better
6: 80-85% of Filipino emigrants assisted thru PDOS rated the program as good/better
4: 65-79% of Filipino emigrants assisted thru PDOS rated the program as good/better
2: 64% or below of Filipino emigrants assisted thru PDOS rated the program as good/better
10: 100% of Filipino emigrants processed within prescribed period
8: 86-99% of Filipino emigrants processed within prescribed period 6: 80-85% of Filipino emigrants processed within prescribed period 4: 65-79% of Filipino emigrants processed within prescribed period 2: 64% or below of Filipino emigrants processed within prescribed period

29. MIED INDIVIDUAL LEVEL MFO PAPs Overseas Filipino Welfare Services
Strategic Priority
PAPs
Success Indicator
RATINGS
QUALITY
EFFICIENCY
TIMELINESS
Overseas Filipino Welfare Services
Welfare Programs for Overseas Filipinos
Pre-Departure Program for Filipino Emigrants
Effective conduct of Pre-Departure Orientation Seminar
10: 100% of PDOS attendees rated the session as good/better
8: 86-99% of PDOS attendees rated the session as good/better
6: 80-85% of PDOS attendees rated the session as good/better
4: 65-79% of PDOS attendees rated the session as good/better
2: 64% or below of PDOS attendees rated the session as good/better

33. What are the required forms:
Office / Division Level Performance Commitment and Review Form (OPCR/DPCR)
Individual Performance Commitment and Review Form (IPCR)
Due Monday (June 23) before 12 noon – complete with targets (agreed upon with unit head)
Electronic copy – send to