HomeMy WebLinkAboutCAO-08-001 - Performance Measurement and Internal Audit 2008 Work Plan & Scope of Special Events ReviewJ
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Chief Administrator's
Office
REPORT
Report To: Mayor Carl Zehr, Chair
and Members of the Audit Committee
Date of Meeting: January 7, 2008
Submitted By: Corina Tasker, Performance Measurement, Internal
Auditor
Prepared By: Corina Tasker, Performance Measurement, Internal
Auditor
Wards} Involved: ALL
Date of Report: December 21, 2007
Report No.: CAO-08-001
Subject: PERFORMANCE MEASUREMENT AND INTERNAL AUDIT
2008 WORK PLAN & SCOPE OF SPECIAL EVENTS
REVIEW
RECOMMENDATION:
That the Audit Committee approve the Performance Measurement and Internal Audit 2008 Work
Plan as referenced in report CAO-08-001.
BACKGROUND:
As required by the Council Policy I-66, Audit Committee Terms of Reference, attached is the
Performance Measurement and Internal Audit 2008 Work Plan for consideration and approval
by the Audit Committee.
REPORT:
The attached work plan consists of four main sections which include Internal Audit, Performance
Measurement, Corporate Strategic Plan, and Special Projects. The work items within each
category are either ongoing work or items requested by City staff, Council or the Performance
Measurement and Internal Audit Steering Team. The plan assumes three full time staff are
available to support the tasks. However, it should be noted that one of the staff is currently on a
contract which ends in August 2008, and if this contract is not extended the work plan will need
to be prioritized to ensure the critical items are completed within 2008.
The increase in workload is largely due to the shift in focus of the Division to concentrate more
on internal reviews. With more attention being placed on accountability and transparency, staff
are requesting more internal reviews of their processes and procedures to ensure the City is
providing efficient and effective services. With the recent success of incorporating a quality
assurance role into the Delta project, management have expressed the desire to incorporate a
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quality assurance role into all major projects, starting with the Consolidated Maintenance
Facility. Significant effort will also be needed to produce the first annual Business Plan Update
and Corporate Report Card.
FINANCIAL IMPLICATIONS
None at this time
COMMUNICATIONS:
None
Corina Tasker, CMA
Performance Measurement & Internal Auditor
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2008 Work Plan
Work Item Timeline Corina Loretta Kathryn
Internal Audit
Completion of Inventory audit (started Jan-Mar ~ ~
in Fall 2007)
HR Review -structure, process 9-12 ~ ~ ?
(Council requested) months
Start with Recruiting process
review
Special Events -organizational & ~ ~
value for money (Council requested)
Work with consultant for
strategic plan
CMF project Quality Assurance Jan-Dec ~ ~
Planning approval process review Jan -TBD ~ ~ ~
Observe the process mapping
steps to gain experience in
this area
Engineering roles & responsibilities Jan-Feb ~
review
Qualit Assurance for Delta ro'ect 18 months ~
Purchasing process review as part of TBD ~ ~ ~
the Delta ro'ect
Breithaupt Centre Administration Jan ~
Review
ERM implementation 2n half ~ ~ ~
Provide risk management training 1 month ~
workshops to staff and management
(followin ERM im lementation)
ISO 14001 for Fleet TBD ~
FM Workload Review TBD ~ ~
Performance Measurement
Collection of 2007 data for strategic Jan-Feb ~ ~
and operational KPI's, MPMP,
Compass Kitchener
Refining 2008 KPI's with GM's and One ~
staff month,
then
on oin
Facilitate Compass Kitchener grading Jan-Mar ~
of re ort card
Creation of reporting /communication Jan-Jun ~ ~ ~
format including the Annual Report to
Citizens
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Maintenance of existing divisional Ongoing ~
programs (target setting, revising
metrics where re uired)
Implementation of divisional programs As ~
where requested (no requests yet) requested
(3 months)
MPMP reporting Jan-Apr ~
Corporate Strategic Plan
Communicate/ roll-out corporate Jan -Aug ~ ~ ~
strate is Ian
Ensure business plan updates for Feb /Mar ~
2007 are com lete
Update master plan with new items As needed ~
generated throughout 2008 (minimal
time)
Coordinate tie in to the 2009 budget Starting in ~
cycle Aug
Special Projects
Participate on Contact Centre 12 months ~
business case team for Phase 2 (10 hours
per
month?)
Participate on Employee Culture Monthly ~ ~
Survey team meetings;
Facilitation assistance as needed ~
Participate on "Advisory Committee Jan ~
Review" team
Participate on Succession Planning As needed ~
review committee
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Discussion Item -Scope of Special Events Review
Staff is seeking direction from the Audit Committee on the scope of the Special Events
review. Listed below are the proposed components of the review.
Resources & Team Structure:
Special Events staff have planned to hire a consultant to lead them in the
creation of their Strategic Plan
Internal staff have been assigned to do some preliminary research on best
practices and to gather relevant internal documentation for the consultant
Internal staff will also be used to create and execute the implementation plan
based on the consultant report
Direction for the project will be given by the Project Lead, which will be a
representative from the Performance Measurement & Internal Audit division; this
staff member will be the primary contact for the consultant
A seven member Project Steering Committee will be composed of
representatives from the Arts & Culture Advisory Committee, Kitchener
Downtown Business Association, City of Kitchener Economic Development
division, City of Kitchener Special Events division, and City of Kitchener
Performance Measurement & Internal Audit division
Objectives:
The following is a list of the objectives listed in the draft Expression of Interest for the
consultant:
Determine the degree to which the special events unit is meeting their original
objectives and how these objectives have evolved
Undertake a needs assessment based on the identification and prioritization of
community and corporate objectives for special events
Define the role of special events with respect to the needs assessment
Recommend appropriate infrastructure and resources to support the levels of
service deemed appropriate to meet community and corporate needs
Articulate a vision and mission statement for the Special Events unit
Recommend a brand strategy
Recommend policy with respect to service delivery
Define the key strategic directions and operational recommendations
Project Scope:
The following is a list of the deliverables required in the Expression of Interest:
Assessment of existing information, policies, process and corporate strategies
Review of the unit's performance as it relates to its' original and current
objectives
Review of existing internal event delivery systems and interdepartmental working
relationships
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A comparative analysis of municipal and regional event management models
including funding, policies, management and governance models and programs
incomparable circumstances across North America, the United Kingdom and
Australia. Background research in this area will be provided for review and
analysis
Public and stakeholder consultation designed and conducted with opportunities
for a range of public input through workshops and survey instruments
Identification of gaps in the current delivery, funding, and management model
based on the community and corporate expectations and develop
strategies/processes to address these gaps
Recommend service delivery model
Overall vision, mission and strategic directions
Recommend a brand strategy
Operational recommendations and policies
Identification of key performance indicators
Governance and decision making frameworks
Financial strategies
Resource requirements
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