The Australasian LG Performance Excellence Programme (previously the Local Government Operational and Management Effectiveness Programme) has been run by SOLGM's sister organisation, Local Government Professionals Australia, NSW (LG Professionals, NSW) with PwC, Sydney in Australia since 2013. In mid- 2015 SOLGM provided New Zealand councils with the opportunity to join the Programme beginning with Survey 3 covering the 2014/15 financial year. Applications for Survey 4 - 6 covering the 2015/16, 2016/17 and 2017/18 financial years closed on 15 July 2016 and applications for the next Survey are likely to open about March 2017.
About the Performance Excellence Programme
- What is the Programme?
- What does the Programme cover?
- How can a Council participate in the Programme?
- Who can I contact with questions?
What is the Programme?
The Programme is made up of an annual Self-Assessment Survey that collects information from multiple councils and then compares and benchmarks these via a series of metrics delivered in a comprehensive Report. In addition, there is a Council Comparative Analysis Tool (delivered in Excel format) that assists councils to interactively compare and analyse the Report's results across data collected from all councils that participate in the Programme.
In NSW 80 councils have joined the Programme. In New Zealand 26 councils joined the Programme in 2015 and 30 in 2016. All New Zealand councils that committed to joining the Programme in 2015 were classified as ‘Foundation Councils’ and are guaranteed preferential pricing for all future Programmes. Western Australia's councils also joined the Programme for the 2015/16 Survey.
What does the Programme cover?
The Surveys in the Programme benchmark in the areas of:
- Corporate Leadership
- Operations Management
- Workforce Planning
- Finance Management
- Risk Management
Some of the questions answered as a result of the Report are:
- What is the level of corporate development, strategic planning and accountability in your council?
- What is the shape of your council meetings and how effective are they?
- Are decisions being made at the right level?
- What quality of policy support do you have?
- How effective and efficient is your finance function?
- Is the business being supported with enough analysis?
- What impact does your budgeting process have?
- How effective is your rates collection and is there an impact on your cash flow?
- Is your operational planning and project management approach effective?
- How well are you managing your risk and supplier risk?
- How productive is your internal audit process for your size of business?
- What shape is your level of systems investment?
- Do you have a visible customer service focus in the organisation?
- What is the generational profile of your workforce and what is this showing you about your workforce capacity?
- Are your leave liabilities able to be more successfully managed?
- What are the indicators of workforce productivity telling you?
- What is the span of control and relative level of focus you have on management?
- What is the right level of training investment for optimal return?
- How robust is your workforce plan?
…..Plus many others.
Who can I contact with questions?
Karen Thomas – Chief Executive of SOLGM directly regarding the overall Programme information and pricing Karen.firstname.lastname@example.org
ph: 04 978 1282
To contact PwC about the technical details of the survey process, e-mail Sarah Gibson – Associate Director on email@example.com.
How can a Council participate in the Programme?
If your council wishes to participate in the Programme please email Karen Thomas - firstname.lastname@example.org for more information.
How the Programme Analysis Tool works
A range of survey metrics from councils' survey results plus external publicly available data on the local government sector (New Zealand public data tbc) will be available. The ability to sub-segment means councils can look at results at a deeper level – across clusters of councils who ‘look more like you’/ have your characteristics. For added confidentiality, once the filtering process is applied, the Analysis Tool will only ever display results for five or more de-identified councils.
Who can access the Analysis Tool?
Councils can nominate five users in the Application Form who can access the Analysis Tool in their council.
How do I access the Analysis Tool?
It will be available through a secure online portal and multiple users (up to five) can access it at the same time. It is very easy and users will be fully trained.
How long will the data in the Analysis Tool remain available?
All participating councils will have access to the current Survey metrics for one year until it is refreshed with the next survey data.
Can councils print information from the Analysis Tool or export the visual elements such as graphs and charts?
Yes, councils can access, export and print all the relevant elements in the Analysis Tool making this very useful for sharing information in both internal and external communications.
What are councils' responsibilities in using the Analysis Tool?
Councils can use the Analysis Tool as much or as little as they like for their own analysis and all we ask is that it is treated respectfully.
- Will Council Reports be confidential?
- Can councils distribute their Report?
- What is the commitment required of councils?
- Will the information be confidential?
- What are the key dates?
Will council Reports be confidential?
Yes, Reports will be completely confidential. They will not be shared nor visible to anyone other than the council recipient and the specific PwC Analyst/s.
Only the aggregated results will be visible to SOLGM and LG Professionals, NSW and all council survey participants. Each council will have to agree to the data use terms and conditions directly with PwC upon provision of the data into the survey portal. These will state that councils will consent to the use of their own data by PwC Analytics for the specific purposes of generating findings for the survey participantd, and that PwC can share only the aggregate sample results to enrich other PwC reports (similar to the way PwC will be utilising other aggregated PwC study findings across their global networks for the enhancement of the Report and Survey).
Can councils distribute their Report?
Yes, at each Council's discretion. There are clauses that councils will need to ensure are visible when presenting that data that explains the context in respect to how recipients should interpret the findings they are reading.
What is the commitment required of councils and what level of work is required?
The process does require councils to commit resource/s and project manage implementation well. They may need support from IT to assist with an extract from payroll and HR systems as well as support from Finance and HR, especially if records are manual. In NSW the smallest council in the state (1400 population) managed to do this successfully – as has the largest. We expect that councils should not need to spend more than two weeks of one full time staff member the first time they do this.
There is a reasonable amount of work in this Survey for councils but the benefits are significant so we strongly believe it is worth the investment in time. PwC will provide significant support and in addition, Australian practitioners will be on hand should additional support be needed. Council staff will be fully trained in what is required and they will be well supported.
Upon agreeing to participate, councils are obligated to do everything they can to ensure that their responsibilities under the Programme are fulfilled to ensure the success for all participants.
Will the information in the Council Comparative Analysis Tool be confidential?
Survey information will be completely confidential and no council names will be displayed (i.e. they will be de-identified).
What are the key dates for each Survey?
|February - May||-||Councils register for the Performance Excellence Programme|
|July - September||-||Online collection platform is open|
|August - September||-||Data submission feedback pack and final data amendments|
|September||-||Data amendments final and survey closes|
|October - November||-||PwC analysis and reporting|
Background on the Programme
- How was the Survey designed?
- Who is providing this Programme?
- What is the nature of the relationships between SOLGM NZ, LG Professionals, NSW and PwC?
How was the Survey in the Programme designed?
The Programme was created from a series of consultations in NSW where there was an initial meeting with a group of council practitioners (LG Professionals, NSW members) back in 2013 to identify and outline the key areas of interest. LG Professionals, NSW piloted with 15 councils a subset of the survey questions and that pilot was very successful. The content was reviewed again and confirmed with its focus refined to be on purely operational and management areas. A technical sub group was formed and LG Professionals, NSW proposed the final areas for research with input from this group.
In New Zealand SOLGM arranged for a technical working group, comprising members including Chief Executives, to review the question set and some adaptations have been made for the local environment. We believe that by working together we can continue to refine this for the future as part of the overall process and look forward to SOLGM members having input into the future development of this Programme with our trans-Tasman colleagues.
Who is providing this Programme?
LG Professionals, NSW is providing the service to all New Zealand and Australian councils with PwC Sydney. There will be a contract for your Council’s commitment with LG Professionals, NSW and PwC as all three parties have responsibilities in this process. This contract is to ensure that the project parties are clear on their roles and understand what is happening and will cover:
- Principles of the service being provided
- Payment terms
- Best endeavours requirement on all parties
- Use and ownership of the data
- If the Programme does not begin or fails to be fulfilled
What is the nature of the relationships between SOLGM NZ, LG Professionals, NSW and PwC in regards to this Programme?
LG Professionals, NSW and PwC worked together originally to develop this for NSW councils. SOLGM has worked to provide input and support in making sure this Programme is relevant for New Zealand councils and will be the point of contact in support of developing this into a trans-Tasman, as well as a New Zealand specific Programme. SOLGM is committing resources to launch and support the implementation process with councils on behalf of LG Professionals, NSW. SOLGM, in its role as a promoter and supporter of professional excellence in the sector, will ensure that the process for councils is as easy as possible.
Council's direct contractual relationship for the delivery of the Programme will be with both LG Professionals, NSW and PwC as service providers.
The relationships are collaborative and reflect the initial creation of the project in Sydney whereby both LG Professionals, NSW and PwC worked together voluntarily to ensure that they had a viable Programme of work before rolling it out.