KEY QUESTIONS AND ASSESSMENT


This section provides the opportunity to use the toolkit to assess how your own council is meeting the criteria for good financial planning and budget management.

There are three subsections:

Key questions for councillors and managers

Self Assessment Tool

The Audit Commission 'Breakthrough' Model

Key questions for councillors and managers

Below are a set of questions for you to consider that are linked to the appropriate sections of this performance management module. This will help you to navigate through the system to those topics which are of special interest to you. However, you are strongly advised to consider all of the questions if you are to develop a comprehensive understanding of this key module.

Councillors and Managers

Key Questions

Where to go for more information

What are the elements that are essential to the development of a comprehensive and effective system of performance management in social services?

Go to: Overview

Why is performance management so important in social services?
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What is the national framework for the performance assessment of councils with social services responsibilities?
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Why do councils need to set an appropriate corporate framework to support the process of performance management in social services?
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What roles should councillors play in managing performance in social services?
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Are councillors and senior managers providing effective leadership which demonstrates the importance of performance management and continuous improvement?
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Are priorities for improvement in social services clear?
Go to section
Why is it so difficult to manage performance effectively?
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Are the management arrangements and accountabilities to support performance management clear?

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Do you have an overall framework for performance management and continuous improvement in place?
Go to section
Do you know what models and tools are widely used in social services and what are most appropriate for your needs?
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Are quality standards set for all of your social services?
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Are a full range of initiatives in place to ensure good quality services are being delivered?
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Is casework actively monitored?
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Have business plans been produced for all services?

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Is all the management information produced accurate and on time?
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Are the targets you set S.M.A.R.T.?
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Is there a cascade approach to reporting performance in your council's social services?

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Are you planning to integrate performance management arrangements with your partners?
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Are staff involved in all aspects of performance management?

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Do staff receive regular formal supervision?

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Is there a comprehensive training and development programme for staff?
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Are staff appraisal arrangements in place, and do you respond to both good and poor performance?


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and Go to section

Are there a range of initiatives in place to enable service users to be engaged in the planning and delivery of services?
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Are users and carers empowered to enable them to monitor the quality of services being delivered?
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Are there adequate arrangements in place to manage complaints?
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Are arrangements in place to manage risk effectively at a strategic and service level, including the production of a risk register?
Go to section
Are social services staff adequately protected from risk and abuse?
Go to section
Do you strike a balance between protecting vulnerable service users with the need to promote their independence?
Go to section



Self Assessment Tool


How does your council shape up?

This tool is designed to encourage people to assess the current position in their authority against the components of this module. For each critical success factor score yourself in the column that most reflects your current circumstances. To download an Excel version of this questionnaire click here.

CRITICAL SUCCESS FACTOR
The council has established an appropriate corporate context for managing performance in social services

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
There is a transparent corporate framework for performance management      
Corporate performance management arrangements are aimed at delivering a corporate plan for the council that is based upon a sound interpretation of community needs      
Corporate arrangements are in place to monitor the performance of social services in areas that are of corporate importance to the council      
The accountabilities and responsibilities of staff for the effective management of performance are clear      
Corporate arrangements are in place to ensure that staff have the skills to undertake the effective management of performance      
The performance management system in the council is working because it is making a difference to the quality of the council's services      
Total score for this CSF      


CRITICAL SUCCESS FACTOR

The council has ensured that there are arrangements in place which support the development of a culture of performance management in social services, and the support functions to performance management are appropriately organised and managed

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Leadership in the council and social services demonstrates the importance of performance management and continuous improvement      
The council and social services are clear about priorities for improvement      
The framework for performance management provides the mechanism for ensuring that social services is focused on its priorities for improvement      
Councillors support performance management through their involvement in a range of activities associated with the management of performance      
The culture of performance management has been established because people are using it on a day-by-day basis      
The social services performance management function is appropriately organised and managed      
Total score for this CSF      

 

 

CRITICAL SUCCESS FACTOR
The council has a thorough approach to the ensuring that quality services are being delivered on the ground

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Quality standards are set for all services      
There is a full range of approaches in place to ensure that quality standards are achieved      
Casework is actively supervised      
Total score for this CSF      


CRITICAL SUCCESS FACTOR
The council has an effective approach to identifying improvements in service plans, and the information to monitor achievement

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Business plans are in place for all services which identify the improvements needed, with targets and milestones for achievement      
Service plans are supported by medium-term finance and workforce plans      
Management information is accurate and timely      
Regular audits are undertaken to monitor the quality of management information      
The targets set are S.M.A.R.T.      
Total score for this CSF      


 

CRITICAL SUCCESS FACTOR

Arrangements are in place to ensure effective monitoring and reporting of performance

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Timetables for performance monitoring are set and met, and reported at least monthly      
There is active involvement by the Director of Social Services, Senior Managers and Councillors      
Activity and expenditure information is integrated and the Authority has a clear view of the unit cost of all services and monitors changes on a regular basis      
Councillors, managers, staff and service users know how well their social services are performing      
The implications of in-year performance monitoring results are built into future service plans      
Performance management is supported by effective and integrated IT systems      
Outcomes from performance management are reported internally at different levels in the organisation and externally      
Performance monitoring leads to problem identification and decisions to solve problems      
The approach to unit cost comparisons follows the Best Value Accounting Code of Practice and is based upon accurate finance/activity data      
Total score for this CSF      




CRITICAL SUCCESS FACTOR
The Council is outward looking in its approach to performance management

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Internal scrutiny arrangements are challenging about performance and actively compare performance with others      
There is a proactive response to external scrutiny and inspection findings      
An integrated approach to performance management arrangements is being developed with partners      
Total score for this CSF      




CRITICAL SUCCESS FACTOR
There are skilled and competent staff at all levels in the social services organisation and their performance is monitored

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Staff are involved in all aspects of performance management      
Job specifications are precise about performance management accountabilities of managers and finance support staff      
Specifications and competencies of performance management staff and social services managers complement each other      
Training plans address the training needs of staff      
Effectiveness of staff is monitored through a performance appraisal system and development needs are linked back to the training plan      
Total score for this CSF      

 

 


CRITICAL SUCCESS FACTOR
Service users and carers are actively engaged and empowered in the delivery of quality services

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Users and carers are effectively engaged in the planning and delivery of social care generally, and their own care and support in particular      
Suitable arrangements are in place to support users and carers to participate in the planning, delivery of and monitoring of services      
Complaints and compliments from users and carers are effectively managed      
Total score for this CSF      

 

 

 

CRITICAL SUCCESS FACTOR
Risk is effectively managed at all levels in social services

Attributes of a best practice authority

This Authority meets the attributes of a best practice authority

This Authority exhibits some of the attributes of a best practice authority This Authority exhibits none of the attributes of a best practice authority
  Score 4 Score 2 Score 0
Strategic risk is managed effectively and a risk register has been produced      
Service plans include comprehensive arrangements for risk assessment and responses to identified risk      
Members of staff are adequately protected from risk and abuse      
Service users have risk assessments where appropriate, and care plans balance the need to protect vulnerable individuals with the need to promote their independence and general wellbeing      
Total score for this CSF      

 

Self-assessment Questionnaire Summary

 

Maximum score

Actual score %
The Council has established an appropriate corporate context for performance management in social services      
The council has ensured that there are arrangements in place which support the development of a culture of performance management in social services, and the support functions for performance management are appropriately organised and managed      
The council has a thorough approach to ensuring that quality services are being delivered on the ground      
The council has an effective approach to identifying improvements in service plans, and the information to monitor achievement      
Arrangements are in place to ensure effective monitoring and reporting of performance      
The Council is outward looking in its approach to performance management      
There are skilled and competent staff at all levels in the social services organisation and their performance is monitored      
Service users and carers are actively engaged and empowered in the delivery of quality services      
Risk is effectively managed at all levels in social services      
OVERALL TOTAL

 

 

The Audit Commission: 'Breakthrough' Model

The Audit Commission in its publication 'Performance Breakthroughs' has developed a model that is designed to help councils assess their current position regarding performance management, and what they need to do to improve the management of performance.
There are three elements:

  • the six common barriers to managing performance
  • the three stages of development
  • the 'breakthroughs' which might be useful in helping councils to move from one stage of development to another - Read More.