Annual Performance Planning: A Manual for Public Agencies

  • 3h 51m
  • Valerie L. Richardson
  • Management Concepts
  • 2002

For every government manager or executive who has struggled with performance planning, here is the first-ever how-to manual to make the process smooth, logical, and easy-to-understand…

In Annual Performance Planning: A Manual for Public Agencies, you are guided through the steps necessary to create outstanding annual performance plans that will result in measurable performance improvement.

Annual Performance Planning:

  • Goes far beyond the basics given in Public Law 103-62 and OMB Circular A-11—Preparation of Budget Estimates
  • Synthesizes the Results Act requirements critical to developing annual plans that link budgetary bottom lines with specific agency performance goals
  • Alerts you to common pitfalls with case studies and lessons learned in federal agencies
  • Shows you how to integrate annual performance planning organization-wide, using annual performance reports to assess and ensure performance improvement

Practical features include copies of laws, OMB bulletins and circulars, case illustrations, blank worksheets for visualization and alignment of key management documents, a checklist to make sure you've included all the necessary parts of a well-developed performance plan, and more. Filled with expert guidance and practical tools for success, Annual Performance Planning is a one-stop toolkit for developing a plan that meets federal regulations.

About the Author

Valerie J. Richardson is President and Chief Executive Officer of TreWyn, Incorporated, a financial and strategic management consulting practice based in Germantown, Maryland. She is also an instructor in the areas of performance measurement, strategic planning, program evaluation, the Results Act of 1993, budget formulation, execution, and justification, U.S. Standard General Ledger, and financial management in business operations in government. Formerly, she was Associate Director of the Center for Improving Government Performance at the National Academy of Public Administration, a public policy think tank chartered by Congress. As the Senior Advisor to the Comptroller and Deputy CFO of the Patent and Trademark Office, she received the Department of Commerce’s Bronze Medal Award for Implementation of the Results Act and a group Bronze Medal for Self-Managed Work Teams. Ms. Richardson is a graduate of the John F. Kennedy School of Government, Harvard University, Senior Executive Fellows Program. She holds a Master’s of Financial Management from the University of Maryland and undergraduate degrees from Trenton State College in Public Administration and Political Science.

In this Book

  • Annual Performance Planning—A Manual for Public Agencies
  • Introduction
  • Eight Important Pre-Planning Steps
  • Getting Started: Aligning the Annual Performance Plan with the Strategic Plan
  • Using Performance Goals and Measures in Annual Performance Plans
  • Incorporating Operational Processes, Skills, and Technology Requirements into Annual Performance Plans
  • Determining Agency Methods for Verifying and Validating Performance Data
  • Additional Annual Performance Plan Requirements
  • Annual Performance Plan—Stakeholders’ Criteria
  • Communication Strategies: Lessons Learned at The U.S. Department of Veterans Affairs
  • Annual Performance Plan Integration Strategies: Lessons Learned At The U.S. Department of Commerce
  • Results Act Annual Program Performance Report Requirements
  • Future Direction of Annual Performance Planning
  • Key Source Documents
  • Where To Go For Help
  • Annual Performance Plan Worksheets
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