1. Developing an Operational Plan for PBOs Kevin Page Jean-Luc Pépin Chair in Canadian Government June 12, 2014 Global Network of PBOs Community Meeting

2. Outline  Why are operating models are important?  What are the key components for legislative budget offices?  How to facilitate implementation?  The role of the Global Community Network

3. The Concept of an Operating Model  An Operating Model is a representation of how an organization operates across process, organization and technology in order to accomplish its function (Wikipedia) Process Organization Technology Function Provision of analysis as outlined in mandate Value Sustainability     Transparency Use of analysis Operating MechanicsBusiness Model

4. The Importance of a Good Operating Model Promotes efficiency & effectiveness Fosters predictability Underpins values, brand & mission ProcessOrganizationTechnology

5. Key Components Process Priority Setting Product Development & Release Information Technology Web Site Models & data Portal Organization Structure People Budget

6. Processes Priority Setting Product Development & Release Information Questions I. When to say yes or no? II. How to rank order? Impact Relevant & timely Considerations Role of mandate Risk & materiality I. How to engage? II. In house development &/or external assistance? III. How to ensure work is authoritative? IV. How to release? Develop & publish terms of reference Leverage resources Use peer review Brief legislators before media Relevant, timing & authoritative I. How to promote exchange? Strength of legislation Develop protocols Transparent & open

7. Organization Structure People Budget Questions I. How to align resources? II. How to strengthen in - office accountability? Impact Efficiency Accountable Considerations Role of mandate Match skills Reward effort I. Who to hire? II. How to manage turnover? Emphasis on skill & experience Use public service job descriptors Focus on development & excellence Effectiveness I. How to maximize budget? Stay product focussed Leverage Publish plan Transparent Accountable

8. Technology Web Site Models & Data Bases e-PBO Questions I. Is it essential? Impact Efficiency Transparency Considerations Legislative mandate Independence Visibility I. Build or rent? II. What is available? Cost of doing business # of recurring reports Relationship with Statistical Agency Resources to access private sector Strength of network Opportunities for collaboration Authoritative Effectiveness I. How to maximize the benefits? Leverage Efficiency

9. Facilitating Implementation Consult On needs, proposals, protocols and plan Learn & Leverage Experiences of others, principles & best practices, government policies (e.g., HR, financial etc) Publish Post on website. Highlight. Follow consistently. Commit to a periodic review (e.g., 5 years)

10. Role of Global Community Network  Learn from experiences of the network. Case studies. What works well? What has worked less well?  Work towards principles and best practices for establishment of legislative budget offices operating models (i.e., OECD) while recognizing country specific differences  Promote the network. Institution building is important and difficult. There is wisdom and strength in larger numbers.

11. Thank-you Kevin Page Jean-Luc Pépin Chair on Canadian Government University of Ottawa, Canada +1 613 562 5800 x1402 Kevin.Page@uottawa.ca

12. Jean-Luc Pépin Chair on Canadian Government Kevin Page Sahir Khan About us  The objective of the Jean-Luc Pépin Chair on Canadian Government is to:  Produce research in Canadian and international public finance  Support parliamentary institution-building in Canada and abroad through leading multilateral organizations such as the World Bank, OECD, IMF, among others  Provide advisory services to governments, parliaments and non- governmental organizations on budgeting, fiscal analysis, transparency and governance  To develop a Centre for Fiscal Studies & Public Finance at the University of Ottawa