Performance-Based Budgeting in Estonia

Countries

Policy areas

Tags:
activity based budgetingBImanagement dashboardsoutcome based budgetingperformance managementpublic servicesstrategic planning

Organisation name Ministry of Finance

Contact person: Eneken Lipp

eneken.lipp@fin.ee

Performance-Based Budgeting (official name Activity-BasedBudgeting in Estonia), is an integral part of the State Reform, which aims toachieve more effective and efficient implementation of public functions, higherquality of public services, reduction of general government expenditure andstaff costs, and more flexible and less bureaucratic management of thegovernment sector.

More effective governance requires the ability to use the available resources as optimally as possible, which often means the implementation of strategicgoals beyond the boundaries of ministries and organizations.

The objectives of development and financial decisions must be carefully considered in order to ensure the quality and availability of public services. It is unlikely that the Government will be able to allocate additional resources for the provision of public services in the near future, therefore the Government is faced with the task of improving efficiency. In order to increase the efficiency of service provision it is necessary to measure its cost, which in turn requires linking the resources with the activities and better monitoringand evaluation of the outputs and results of the activities.

In developing strategic and financialmanagement, the emphasis is on improving cooperation between government areas,increasing the transparency of budget planning of how the public money is spentand what it is used for.

The more frequent use of performanceand financial information as an input into decision making requires a significantquality improvement of performance information and restructuring it in a waythat allows it to be used in conjunction with financial information.

Performance measurement means the useof various performance metrics throughout the management chain, from planningto evaluation of the final results. Moving from an input-based system to anoutput or performance-based approach requires organizing and systematizingperformance-based information in order to reduce the complexity of itscollection and use.

The challenges that triggered the change 

á           Cooperation between ministries and also inside of the ministries, wasfragmented.  

á           Planning and budgeting were not linked. Strategic management and financialmanagement are two separate processes, as separate worlds.  Budget processconcentrated mainly planning costs and investments. Strategic documentation wasnot revised after budget decisions. 

á           Too much concentration in inputs in budget planning. Most budget discussions were about inputs and financial information. Not about the needs and outcomes or purposes. Thus the reporting was cost-oriented and less about changes or impacts. 

á           Not enough performance evaluation and monitoring.  Activity reporting of implementation plans were not used as input for budgeting process. Mostly financial monitoring was implemented. 

á           Large number of planning documents and they were not directly connected to the budget. For example in one line-ministry there were 15 strategic documents that enlisted 469 goals and 442 indicators, whereas the goals were not hierarchically connected. Prioritization of the goals was not possible and performance reporting was performed only for some of the documents. The budget of all of the documents together was several times bigger than the actual resources planned for this line-ministry in state budget. 

á           A raising number of people responsible for strategic planning or working out planning documents. 

á           Doubled activities, documents, functions, IT systems inside line-ministries and between ministries. Several ministries were performing activities with same target groups fulfilling different goals. For example NEET youth Ð the same activities were performed for employment, education and security purposes by 3 different line-ministries.  

á           Extra pressure on budget costs Ð (decrease of foreign funding within coming years, demographic changes, development needs of digitalization and investments) Ð brought up the need for performance reporting and efficiency gain in using public resources to make better budget decisions. 

Estonia is aiming for seamless public services were digitalization, better management of data and public services enable to raise customer value and impact in society.

The new performance based budgeting system is Governance support system for more transparent, efficient and citizen centered public service.

The new PBB system enables us to move forward to the next development phases of the Governance and to make better decisions:

  • Decrease bureocracy -less strategic documentsmean less working hours and savings in personnel costs. 
  •   Unified cost accountingand reporting system to all Government Agencies enables to save from investingin separate IT systems for budgeting and performance reporting by each agency. 
  •   Resource management innational level is transparent. It is possible to analyse the use of resourcesand to reallocate in order to gain efficiency.
  •   Possible saving from theanalyses of reorganizing government agencies as the costs of support services andpublic services are transparent and service quality measured. 
  •   Better quality of budgetand management information leads to better decision making and more effectivepolicy making. 
  • Transparent planning and management system enables to detect doubled activities and doubled services between line-ministries. 
  • Policy choices can be accounted in resources and measured in outputs or outcomes.
  • The possibility to target the agencys« development in line with national performance outcomes.
  • Possibility to measure and compare service quality and outputs. To compare the services with market.
  • Possibility to develop quality management - in terms of HR management and client perspective.


á        The reform to connect resources to outcomes must be supported by Government. 

á        The objectives for the performance budgeting refrom must be clear, realistic, timeframed and supproted with sufficient resources and knowledge.

á        The top-management must acknowledge the importance of the reform in order to prioritize time of agencies officials to cope with temporary overload of work during the preparations. 

á        The top-management of ministries has a vital role in revising strategic planning and being ready to change the mindset from input based planning to value based service management in public sector.

á        Performance planning structure needs built-in flexibility for government action plan changes or other outside influence. It is an advantage when information is integrated and all different information needs may be fulfilled through reporting.   

á      Programme structures must follow performance management logic. 

á        Performance indicators stem from Government level outcomes - national level performance area outcomes. 

á        PBB methodology is supported by guidelines and training of all officials implementing the change.

  • Leave enough time (years) between the two reforms - accrual budgeting and performance budgeting.

á        Preparing changes in strategic planning and financial management in line-ministries need to allow different timing for each ministry to prepare for the transition. 

 The reason behind this decision are twofold: 

1.     Ministries have different natures and the performance logic from outputs to outcomes is harder to detect. It takes time to change the mind-set and build up the intermediate outcome level to establish the logic connection between outputs and outcomes.  

2.     Ministries have different planning strategies. Some ministries developed strategies that were closer to performance based, whereas others need more time to transition to performance based information. 


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