Using iSIKHNAS for Budget
Advocacy
2.3 Using performance indicators for
budget advocacy
Review of Day 1
• Budget advocacy
– discussion
– Results of budget advocacy activities?
• What are performance indicators?
• Calculating and comparing performance
indicators
• Questions and clarification
Objective for this session
• At the end of this session you should be able
to:
– Use performance indicators to support budget
requests
Using performance indicators
• 2 main ways to use performance indicators:
– Monitor performance over time or
– Monitor performance against targets
Monitor performance over time
• Monitor within a district or province
– Over multiple time periods
– There may be a goal (target value) set, but not always
– Time period for analysis may vary depending on the
purpose and type of indicator – weeks, months, years
– Used to identify when performance goes down (or up)
and reasons for changes
– Observed changes can be used to argue for budget
increases or changes to operational procedures to
overcome times of poor performance.
Monitor performance against targets
• Monitor within a district or province
– Over single or multiple time periods
– Performance compared against a set goal
– Time period for analysis usually longer – months,
quarters, years
– Used to determine whether you are meeting your
goals or not
– Observed changes investigated to determine
reasons and argue for increased budget or
operational changes to rectify immediately.
Example 1
• The graph shows % response for priority disease
reports over a 26-week period
– For the first 8 weeks, % response is more than 90%
– For next 8 weeks % response is between 60 and about
75% and
– For last 10 weeks % response is between about 80 and
100%
100
90
80
70
60
50
40
30
20
10
0
% response in 48 hours
Example 2
• The graph below shows % response for priority disease reports over 6
months, with a monthly goal of 95% response in 48 hours
– For the first 4 months the goal is exceeded, although the response rate is
slowly decreasing
– For the 5th month the response rate is just below the goal and might be
enough to at least notify staff that their response rate has fallen below the
goal and consider possible action to rectify
– For the 6th month the response rate has fallen to 85% and something is
obviously wrong
– At this point, the reasons for the decrease need to be investigated and steps
taken to fix the problem. This could include a case for additional funding for
extra staff, equipment or resources
100%
95%
90%
% response in 48 hours
Goal
85%
80%
75%
2014-1 2014-2 2014-3 2014-4 2014-5 2014-6
Using budget advocacy to address
poor performance
•
•
•
•
•
Identify the problem – what has happened?
Summarise the investigation
Identify the causes for poor performance
Identify what is required to fix the problem
Estimate additional funding required to
resolve the problem(s)
• Suggest possible sources for the funding
Discussion and questions?
Exercise
• In groups of 4-5 (20 minutes):
• List 5 reasons why you think the performance
indicators in the last 2 examples are failing to
achieve their targets
• For each reason, outline a proposal to fix the
problem, using budget advocacy
Discussion
• Groups report back – 5-10 minutes each
– What are possible reasons for the decline?
– How might you use budget advocacy to respond?
– What are the key elements of your proposal?
Further Discussion
• Possible reasons – What could you do to
rectify?
– Staff holidays or sickness
– Other priorities for example priority disease
outbreaks, emergencies
– Natural disasters or some other factor preventing
response
– Vehicle or communications breakdowns
– Lack of credit for SMS
– Lack of understanding of iSIKHNAS
Session summary
• 2 main ways to use performance indicators:
– Monitor performance over time or
– Monitor performance against targets
• Using budget advocacy to address poor performance:
–
–
–
–
–
Identify the problem – what has happened?
Summarise the investigation
Identify the causes for poor performance
Identify what is required to fix the problem
Estimate additional funding required to resolve the
problem(s)
– Suggest possible sources for the funding