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Executive Education
Clariden Leadership Institute
Managing and Measuring Performance in Non-profit Organizations and NGOs: Improving Trust, Accountability and Performance (Sydney)
Alan Fell
Alan Fell Consultancy Ltd, UK
Alan Fell, Alan Fell Consultancy Ltd, UK

Alan Fell is a leading, internationally-recognized and respected specialist, with over 40 years of financial and business experience in strategic performance management – both in policy formulation and in practical application roles. Alan has wide practical experience in budgeting and forecasting techniques and has particular interest in the integration of budgeting to other planning and performance measurement functions.

 

Alan has served as a successful independent management consultant and trainer, covering a wide breadth of closely related topics in the past 17 years – from strategic planning and execution, to detailed budgeting and balanced scorecard. He has led more than 300 conferences, public training seminars and customized in-house trainings in a wide range of international locations, particularly, such as the Middle East/Gulf region, Asia, South Africa, Europe as well as the UK.

 

Prior to that, Alan was a senior executive with a major UK commercial bank. In his most recent management role, Alan was Head of Planning and Finance for a major division with 3,000 staff.

Program Summary

Organizations rely on performance measurement to gauge its effectiveness. However, performance metrics for non-profit organizations and NGOs are difficult to identify due to the mission. This program is designed to guide non-profit leaders on how to adopt the rigor of performance measurement to enhance the organization's ability to deliver on its mission, while enhancing trust and accountability.

 

In this 2-day interactive session designed for CEOs, Presidents, Directors, Board Members and Business Managers of NGOs, you will learn the essentials of implementing a comprehensive and robust performance management system for improved trust and accountability, through case studies, interactive group discussions and hands-on exercises.

 

You will be guided on how to do performance management planning - setting clear, effective goals and plans through application of management tools that allow you to translate your organizational and team strategy into tangible performance targets that are focused and aligned to your mission. You will learn about how to monitor your organization and employees’ performance against the organizational goals. Finally, you will discover how to develop reinforcing steps for successful implementation of performance management system by aligning People Performance Management with rewards and recognition to promote continuous organizational improvement. At the end of this 2-day program, these actionable insights for successfully implementing performance management system help boost your organization’s accountability, transparency and performance, building the essential trust with stakeholders for organizational longevity and sustainability.



Programs, dates and locations are subject to change. In accordance with Clariden Global policy, we do not discriminate against any person on the basis of race, color, sex, religion, age, national or disability in admission to our programs.

Introduction

In her address to the 2015 Leadership Victoria Conference, the Australian Charities and Not-for-profi ts Commission (ACNC) Commissioner, Susan Pascoe AM set forth the three particularly pressing challenges that the Not-for-profi t (NFP) Sector would face: Income, Performance Measurement, and Effi ciency. With increasing income pressures, it has become absolutely vital for charities to provide accountability and transparency to their funders to show that NFP’s are achieving their missions, rather than simply reporting quantities and costs.

 

With this increasingly vocal and demanding citizenry placing a strong focus on the accountability and transparency of the actions and performance of nonprofits as prerequisites to their valuable support, this 2-day program on Measuring and Managing Performance in Non-Profit Organizations and NGO’s: Improving Trust, Accountability and Performance designed for NPO and NGO leaders will provide a step-by-step guide into bridging this gap to improve trust and confidence in NPOs and NGOs.

 

In this 2-day interactive session, you will learn the three key phases – planning, monitoring and reviewing in developing and implementing a comprehensive performance management system for improved trust and accountability

 

You will be guided on how to do performance management planning - setting clear, effective goals and plans through application of management tools that allow you to translate your organizational and team strategy into tangible performance targets that are focused and aligned to your mission. You will learn about how to monitor your organization and employees’ performance against the organizational goals. Finally, you will discover how to develop reinforcing steps for successful implementation of performance management system by aligning People Performance Management with rewards and recognition to promote continuous organizational improvement.



By using a real-life case study from a major international charitable organization, you will be challenged to think conceptually on the introduction and implementation of performance measurement systems. You will explore a multifaceted approach to meet the challenges amid today’s business environment.

 

At the end of this 2-day program, these actionable insights for successful implementation of performance management system will help boost your organization’s accountability, transparency and performance, building the essential trust with stakeholders for organizational longevity and sustainability.

What You Can Expect

  • Align performance management to your organization’s mission and strategy
  • Evaluate and adopt the most suitable Key Performance Indicators (KPIs) and targets to ensure your organization efforts are constantly aligned to the mission
  • Establish an effective management review system to monitor organizational and individual performance to ensure focused efforts for accountability, transparency and performance
  • Create and sustain performance-based culture and environment to promote continuous improvement and growth for employees and the organization

Who Will Benefit Most

This course is targeted at leaders who are in charge of overall business management and people management of non-profit organizations and NGOs. In addition to top level business managers (CEOs and equivalent) the program is especially suitable for those involved in business planning, monitoring and management review, as well as HR Managers.

Program Outline

08:30 - 18:00 / 4 April 2017

DAY 1 – Performance Measurement / Management of the NGO as a Whole

 

Course Introduction – What is Special about NGO / NPO?

 

  • Delegate introduction
  • Different types of NGOs and NPOs
  • Governance within an NGO / NPO – what is special and what is generic?
  • The scope of performance measurement and management
  • The distinctions between measurement and management
  • “Keep it simple” – especially for small NGOs, the right balance between effective business management disciplines and the avoidance of a bureaucratic burden

 

 

Setting goals and building business plans

 

  • Being clear on the purpose of the organization and donor’s expectations: Setting realistic and relevant overall goals
  • Creating a clear strategy to reach the goals
  • Translating strategy into KPIs relevant for both the short-term and long-term, and with sensible performance targets
  • Actions to deliver the sought-after performance targets
  • Examples of applying the Balanced Scorecard concept to NGOs

 

 

Monitoring Progress and to Keep on Track

 

  • Establishing an effective management review process
  • The dynamics of a management review process: who attends, frequency, roles and responsibilities
  • Developing sensible rules of engagement specific to the organization to provide formal guidance on the purpose and responsibilities of performance monitoring
  • Avoiding the danger of a “talking shop” – ensuring a focus on decisions and subsequent implementation.

 

 

Supporting Culture and Behavior

 

  • Understanding the “soft” dimensions of measurement and management
  • Effective leadership – comes in all shapes and sizes, but must be there
  • Creating a performance culture – not excuses
  • Managing change, not standing still: The challenges of Change Management
  • Communicate, communicate, communicate – the vital need for communication across the NGO and all its stakeholders
  • Working as a team , not in “silos”, to create a truly aligned organization – vertically and horizontally

 

 

 

08:30 - 18:00 / 5 April 2017

DAY 2 – Performance Measurement / Management of the Individual Employee

 

Introduction to “People Performance Management- PPM”

  • Understanding what is PPM
  • How PPM has evolved over the last few decades to “modern good practice”
  • The role of HR in leading PPM and the alignment with units and departments across the organization
  • The key components of a typical PPM system

 

Setting Personal Objectives and Appraising Progress

  • The methodology for aligning the employee to the unit and the organization as a whole: understanding the balance between team and personal objectives
  • Understanding accountability – and balancing the individual with the success of the team and ultimately the whole
  • Examples of good – and not so good – personal objectives
  • The appraisal system – what is modern good practice
  • Using the appraisal system as a key input to drive training needs analysis

 

Aligning PPM to Reward and Recognition / Compensation

  • The arguments for and against linking performance to reward / compensation
  • The stick-and-carrot scheme: What is the stick? The challenges of applying discipline within an NGO environment
  • The “menu” concept – creating a range of reward options to better incentivize the individual employee
  • The key success factors in creating a genuine performance culture
  • Structuring a compensation scheme that really works well in practice, and avoiding the common pitfalls that reduce the true incentive benefit

 

Concluding Session & Action Steps

  • Each delegate is to prepare a personal action plan with relevant improvements to the performance management of their NGO
  • Delegates will have the option of briefly presenting their conclusions to the course group as a whole

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Venue: InterContinental Sydney, Australia
Date: 4 - 5 April 2017
Faculty: Alan Fell
Early Bird 1: AU$2,595 (by 7 February 2017)
Early Bird 2: AU$2,795 (by 7 March 2017)
Regular Fee: AU$2,895
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat
(1 discount scheme applies)
Contact: zachariah@claridenglobal.org
 
 
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