Creating a Measurement-Driven Portfolio Management Process

Client: Government Agency
Presenting metrics to a group Strategic planning process flow Program performance measurement

Project Overview

Nexight developed a portfolio management system for a government client, allowing the organization to track performance of their programs, convey value to outside entities, and inform managerial decisions.

Need

The government agency we worked with needed to establish a transparent and cohesive process to monitor the performance of its programs and use that information to effectively communicate its value to outside entities and inform internal decisions. The organization previously responded to performance requests on a one-off basis. Different people within the organization would respond to these requests, resulting in inconsistent information being shared. This inefficient system was focused on providing effort-driven information that communicated the amount of work that had been performed, rather than communicating the value and impact of the organization’s activities.

Our Solution

Nexight worked with staff and leadership to identify and catalog their core activities. For each core activity, we developed a logic model that showed how each activity produced outputs for relevant stakeholders and how stakeholders used those outputs to produce outcomes aligned with the agency’s mission and ultimate goal. Once the progression was mapped, we identified and selected a combination of metrics that would highlight the success and impact of the activity. We developed a data collection tool, process, and training materials to ensure consistency across the organization. We also developed monthly performance reports providing the government client with summary-level views and detail-level views of their data.

Impact

The government client has implemented the new performance management system and is able to view detailed performance metrics across the organization The client is also able to more easily communicate their value with metrics, as opposed to simple anecdotes, resulting in an increased ability to justify their budget requests. The client uses the metrics to inform managerial decisions such as course corrections that may be needed to achieve annual and long-term goals.