Performance Management Getting Started
  • Introduction
  • Establish the Fundamentals
    • Performance Management 101
    • Identify Priorities
    • Set Goals
    • Measure Progress
    • Build Strong Measures
    • Measure the Measurers
  • Gather a Team and Data
    • Align Data to Goals
  • Conduct Relevant Analysis
    • Performance Analytics 101
  • Convene with Purpose
    • Is Stat Right for You?
    • 30 Reasons to Implement a Stat Program in Your City
    • Gotcha vs. No Surprises
    • Prepare for the First Stat Meeting
    • Determine Meeting Structure
    • Preparing for Launch
    • Host a Stat Meeting
    • Stat Seating Chart (Example)
  • Take Action
  • Causes of Inaction
  • People
  • Leadership & Management
  • Resources
  • Laws & Policy
  • Process
  • Insights
  • Conclusion
  • Glossary
  • Appendix A: Communicating Progress
  • Appendix B: Sample Stat Memo
  • Appendix C: Sample Follow-Up Memo
  • Appendix D: Sample Stat Analyst Job Description
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Appendix B: Sample Stat Memo

#MEMORANDUM

To: Mayor

Chiefs of Staff

Budget Senior Staff

IT Senior Staff Legal Senior Staff

From: Performance Management Team

Date: Date

Subject: Department of ________ [Performance Stat] briefing memorandum for reporting period _______.

Attached, for your consideration and review, please find a series of data observations and suggested lines of inquiry for the Department of ______.

####General Observations

The following issues will be the focus of this executive briefing memo:

  • Follow-up items (from previous meeting(s)

  • Standing Items (progress on goals that relate to city priorities)

  • New Items (timely and relevant items from the news, legislative session, or budget session)

####Follow-Up Items: (Suggested Discussion Length: XX Minutes)

  • Recap of discussion of follow-up item, next steps discussed in previous meeting, and the responsible party’s responses to the follow-up memo.

    • Questions for the panel

    • Questions for the panel

    |GRAPHIC/ANALYTICS |

  • ####Standing Item I: (Suggested Discussion Length: XX Minutes)

  • Review and discussion of topic, including importance of key indicator as it relates to strategic goal, or departmental outcomes. Provide context, including current events, administrative needs, legislative cycle. Dive into analysis of data, leading to questions.

    • Questions for the panel

    • Questions for the panel

    |GRAPHIC/ANALYTICS|

  • ####New Item I: (Suggested Discussion Length: XX Minutes)

  • Introduction and discussion of topic. Provide context, including current events, administrative needs, legislative cycle, and why this issue is being introduced. Dive into analysis of data, leading to questions for the panel.

  • Questions for the panel

  • Questions for the panel

    |GRAPHIC/ANALYTICS|

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