Performance Reporting and Evaluation Tools

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Performance Reporting

In 2007, Manitoba committed to developing a performance reporting strategy. The following eight principles were developed through consultation with departments and major Crown agencies:

• The organization’s public purpose is explained.
• The organization’s priorities relate to overall government priorities.
  
• Each organizational priority has objectives and actions to achieve it.
  
• Measures are developed with outcomes in mind, focusing on a few critical aspects of performance.
  
• Financial and non-financial information are linked.
  
• The strategic context for the plan and reported results is discussed.
  
• Performance information looks forward and backward in time.
  
• Information is clear, relevant, credible and balanced.

Articles and Reports on Performance Reporting

• Manitoba government’s eight performance reporting principles
  (Manitoba Government 2008, 15 pages, )

• Public Performance Reporting
  (Canadian Comprehensive Auditing Foundation)

• Assessing performance: evaluation practices & perspectives in Canada’s voluntary sector (Canadian Centre for Philanthropy and the Centre for Voluntary Sector Research and Development, 2003, 66 pages)

• Building a common outcome framework to measure nonprofit performance
  (Centre for Nonprofits and Philanthropy, 2006, 17 pages)

• Let's get fit! Improving operational performance
  (Charity Village, 2007)

Books on Performance Reporting

Field guide to consulting and organizational development with nonprofits:  a collaborative and systems approach to performance, change and learning, (Authenticity Consulting, 2005)

Handbook of practical program evaluation, 2nd Edition (Jossey-Bass, 2004) Copies available through inter-library loan or Publisher’s web site

Measuring performance in public and nonprofit organizations (Jossey-Bass, 2003)  Copies available through inter-library loan or Publisher’s web site

Using performance measurement to improve public and nonprofit programs (Kathryn E. Newcomer, editor. Jossey-Bass, 1997, Series :  New directions for evaluation,  No. 75
Copies available through inter-library loan or Publisher’s web site

Program Evaluation

Program evaluation is a process of gathering and analyzing information in order to assess the effectiveness of a program, to consider the need for change or to be accountable to organizational funders, users or members.

Articles and Reports

• Basic guide to outcomes-based evaluation for non-profit organizations with very limited resources (Carter McNamara, 1997–2008)

• Evaluating community projects : a practical guide
  (Marilyn Taylor, Derrick Purdue, Mandy Wilson and Pete Wilde, 2005, 12 pages)

• Project evaluation guide for nonprofit organizations: fundamental methods and steps for conducting project evaluation (Imagine Canada, 2006, 98 pages)
  

The Evaluation Toolkit has been designed as a step-by-step tutorial through the process of project evaluation. The toolkit covers evaluation, logic models and how to track and report on project results. Case studies are included.

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