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The Center for Budget and Financial Management at The Performance Institute promotes excellence, transparency and accountability to government managers by providing the strategies and tools necessary to solve financial and budgetary issues.

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Sign up for the brand-new "State Management Innovations," a bimonthly electronic newsletter that provides news about innovations in performance-based management on the state level of government.

Sign up for "City and County Management Innovations Newsletter," a bimonthly electronic newsletter that provides news about innovations in performance-based management on the city and county levels of government.

Training

The Performance Institute has developed a comprehensive Government Budget and Financial Management training program designed exclusively for government managers.


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Consulting

The Performance Institute's experts in government budget and financial managers and advisors provide a variety of management support services available to government agencies on budget and financial management.

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Institute Research & Analysis

Mecklenberg County Stands Out in Performance Management
Over the last year the Performance Institute has looked at city and county government to determine the winner of the 2005 City and County Performance Management Award. The Performance Institute is proud to present the 2005 City and County Performance Management Award to Mecklenburg County, NC.

Massive Reform of California Government is Focus of Comprehensive Institute Forum
Four hundred managers from California state government attended a Performance Institute-sponsored forum May 20 to hear updates on reform initiatives underway in the Schwarzenegger Administration.

Institute Urges California Senate to Support Competitive Sourcing Amendment to Constitution
In testimony before the California Senate's Committee on Government Organization, Performance Institute President Carl DeMaio urged the support of Senate Constitutional Amendment No. 15, which provides California government the opportunity to “competitively source” government services that may be more efficiently performed by an outside provider.

Independent Analysis by the Performance Institute Places San Diego's Budget Deficit at $80 to $100 Million
Preliminary findings of an independent analysis of the City of San Diego’s budget have projected an estimated deficit of $80 to $100 million for the coming fiscal year. Those findings were announced March 18 at the first public forum of the San Diego Citizens’ Budget project.

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Best Practices & Case Studies:

Taking County Performance Management to the Next Level
King County, Washington has made great strides in implementing a county-wide performance management system over the last 3 years. The county regularly reports performance measurement data as part of the budget process and develops annual department wide business plans with performance measures.
The Performance Institute recently caught up with Michael Jacobsen, who lead’s King County’s performance management initiatives, for a brief interview on lessons the county has learned in its performance management implementation as well as an exciting new program being launched: KingSTAT.
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Spotlight: Maricopa County, Arizona
Maricopa County in Arizona has made great strides in performance management through their Managing for Results (MFR) initiative. The Managing for Results Coordinator, Thomas Brandt, recently presented at The Performance Institute’s Performance Measurement and Budgeting Conference in Arizona on November 14, 2005. His presentation discusses the need for MFR, Maricopa’s specific MFR framework, strategic planning, budgeting for results, measures reporting and data verification, and assessing MFR. This presentation is an excellent representation of how MFR is working for Maricopa, and how it can work for your city or county as well.

Developing Performance Measures that Count in San Jose , CA
Albert Balagso, Assistant Director of the San Jose Department of Parks, Recreation and Neighborhood Services delivered a presentation at the 2005 City and County Innovations Summit on developing performance measures for neighborhood services. Mr. Balagso showed how San Jose utilized the Logic Model methodology to develop effective, citizen-centered performance measures.

Performance Institute Launches Citizens' Budget Project in San Diego
The San Diego Citizens' Budget project will conduct a comprehensive "performance audit" of each city agency and department and offer a real set of options for reforming the city government to reduce budget costs while improving the quality city services.

Strategic Planning and Change Management in Chesterfield County, VA
As director of General Services in Chesterfield County, Fran Pitaro is responsible for providing timely services in a manner that is transparent, accountable and performance-based. Pitaro's presentation on "Strategic Planning and Change Management" focused on the successes seen in Chesterfield County, Virginia. These have led it to be a "best-practice" in state and local governments. He highlighted the successes in its performance goals, measures and services while also being an employee-friendly atmosphere.

Turning into a Performance-Based Organization
State Auditor Lawrence Alwin gave a briefing on the successes that the state of Texas has had in being a truly performance-based organization. Alwin focused on the State Auditor's Office as they promote internal performance management so that they can truly hold other organizations accountable for their performance.

Developing and Using Performance Measures in Arizona
David Jankofsky, Director at the Arizona Governor's Office of Strategic Planning and Budgeting, recently presented on Arizona's process of developing and implementing performance measures in the state government. This excellent slide presentation contains methods that can be adapted to any government's strategic planning process.


Events:

2006 City and County Technology Summit
March 6-8, 2006 | Las Vegas, NV

2006 City and County Performance Summit
March 6-8, 2006 | Las Vegas, NV

Georgia State Grants Summit
March 1-2, 2006 | Atlanta, GA

2006 Annual Government Performance Summit
April 3-5, 2006 | Washington, DC

Latest News:

October

Grading the States 2005: The Year of Living Dangerously
Is Oregon Making Progress? State Futures Board Says "Yes, but."

September

Strong Economy Bolsters Los Angeles' Budget

Denver Expects Another Budget Shortfall
Government Performance Accountability
2005 National Public Service Award Winners
Detroit Cuts Jobs and Benefits in Budget Crisis
San Diego Pension Benefits not Legal
Paving Things Over

"San Diego Citizens' Budget Project"- an initiative that would study the city's budget with the objective of identifying cost savings and performance improvement reforms during the FY 2005 budget cycle. The San Diego Citizens' Budget Project would provide the "local" government model for the application of performance, accountability, competition and transparency reforms.

The State of California is faced with a deficit in the ballpark of $30 billion - by far the nation's largest. Working with Reason Foundation, The Performance Institute applied the methodologies and strategies it routinely uses with federal agencies and programs to the State of California's proposed FY04 budget.