“you do not repeat things that are not useful –unless you are a government”

OBJECTIVESGeneral: Learn about performance self-assessmentSpecifics:1. Analyze easy-to-apply, inexpensive tools that can enhance knowledge about organizations’ performance and capacities.2. Design and pilot a tool that is new and applicable to TTs.

This project shall provide think tanks with a problem-oriented review of existing performance assessment tools.

CONTRIBUTION

METHODOLOGYScope of inquirySelection of four dimensions: Knowledge management Strategic direction Quality control Governance

Criteria employed: comparability among the TTs, our capacity constraints, usefulness and sustainability.

METHODOLOGYMethods employed Standardized survey (English and Spanish)Desk research and interviewsIndividual case studiesPeer review of case studies External review of the case studiesIn-person discussion about the feedback receivedSynthesis report (includes best practices)

PRODUCTS

5 Case Studies

Synthesis report

Blog Posts

Infographics

Five case studies on self-assessment, each conducted by the researcher of the organization in question

Synthesis report, summarizing the findings of the group Blog posts about the collaborative process, main challenges

and lessons Infographics

ORGANIZATIONAL SELF-ASSESMENT: MAIN FINDINGSMost staff members demonstrated awareness of the vision, mission

and values of the organizations. and indicated they were relevant to their daily activities.

Information gap between senior and junior staff regarding organizational process and procedures became evident

Internal communication needs improvements.Lack of structured monitoring efforts related to the strategic

planKnowledge management and strategic planning /

communication and monitoring are the most challenging dimension

Best practices: BIPA (strategic management framework), EPRC (International advisory board), CADEP (Outcome mapping methodology for strategic planning process), CEBRI (Knowledge management / digital filing system), Grupo FARO (Project Approval Committee).

AREAS FOR IMPROVEMENT / BEST PRACTICES

STRATEGIC DIRECTION

GOVERNANCE BODIES

KNOWLEDGEMANAGEMENT

QUALITY CONTROL

BI AI BPCADEP BP AI AICEBRI AI BPEPRC BP AIGrupo FARO AI BP AI

LESSONS ABOUT PROJECT IMPLEMENTATION Adapt tools and include dimensions as necessary Include group discussions in the process Include external perspective if possible Sustainability?

LESSONS OF THE COLLABORATION EXPERIENCEStrengthes WeaknessesPresidency necessary to run the coordination Smart group members, inspiring discussionsLearning from each other based on best practicesLearning about the political/ institutional/ cultural context of the other TTs

Heterogeneity in professional interests, consequently small overlapHard to engage further colleagues from PSATT institutes (individualized ownership)Selection of countries was sort of ad hoc that let us focus on organizational issues (rather then thematic ones)

Opportunity ThreatsIncluding external stakeholders’ assessment as wellRunning “external audit” among ourselves (budget/ time limits)

Meet up every half year/ have personal meeting, otherwise you fail

OBRIGADA/O!