1. Oregon State Government - Performance Reporting in Six Steps Presentation by Rita Conrad to: Advisory Committee on Citizen-Friendly Performance Reporting July 12, 2004 Oregon Progress Board www.oregon.gov/DAS/OPB

2. Step 1. Budget Instructions Include Performance Measure Guidelines as mandated Guidelines collaboratively developed by the Oregon Progress Board as mandated Guidelines include: – Conceptual framework – Criteria – Timeline – Forms

3. Step 2. Agencies develop “key” performance measures for each biennium. Measures should meet the criteria spelled out in the budget instructions “Key” means externally reported to: – Policy makers – Citizens Agencies may manage to additional internal measures, as well.

4. Step 3. Criteria-based review (written) Agencies submit measures on a series of forms that: – Link measures to goals, mission and benchmarks – Summarize the data and targets – Specify data sources Review team members – Executive branch – Legislative branch – Outside organizations

5. Step 4. Legislature approves or modifies. Legislators review agency measures in the Ways and Means budget hearings. Ways and Means subcommittee approves or requests modifications in the final measures. Agency submits final measures.

6. Step 5. Agencies report annually against the approved measures. Annual reports have three components: – Executive Summary – Part I, Managing for Results – Part II, Key Measure Analysis For this biennium’s currently approved measures, agencies: – submitted one preliminary progress report (Jan 04). – will submit two more annual reports on September 30, 2004 September 30, 2005

7. Step 6. Measures and reports are made open to the public. On agency websites (Home or About Us) Progress Board website http://egov.oregon.gov/DAS/OPB/ http://egov.oregon.gov/DAS/OPB/ Press releases pointing to the web page Currently, there is no hard copy report available to citizens. Demonstrate web site.

8. Biennial evaluation of the system Oregon Progress Board mandated to report how the system is working to legislature Assessment will address reporting agency results to the public What we learn from you will feed into this evaluation. Circe Torruellas, evaluator