Service Delivery Reviews 101

The Province of Ontario recently announced they will be partnering with municipalities without pursuing a top-down approach. (a.k.a. not proceeding with regional restructuring). 

Instead they will be providing municipalities with the resources to support local decision-making with additional funding of $125 million through 2022-2023. The funding will help municipalities conduct service delivery reviews, implement recommendations from previous reviews and undertake a range of projects such as IT solutions or process improvements.  The Municipal Modernization Program is application-based and all applications will be reviewed on a case-by-case basis.  

Why?

Well, over time, as municipalities and the needs of their citizens change, some services that have historically been provided may no longer be needed, or perhaps there’s a better way to deliver them.  Often times a review of the service is necessary to address budgetary pressures or to improve efficiencies and practice fiscal restraint.

As a result of the recent funding announcement, over the next while many municipalities will be engaging outside professionals to work with them to conduct service delivery reviews. Due to the level of detail and analyses that takes place with these reviews, municipalities often engage a knowledgeable, experienced, objective third-party to guide them through the review and to remove any bias or perceived bias with the evaluation process. 

Even though there are many consultants who can provide quality expertise it’s important to have a basic understanding of what a service delivery review is, its purpose and the work and analyses it will encompass.  

What is a Service Delivery Review?

A service delivery review is a systematic review of municipal services and programs to determine the most appropriate way to deliver them. 

It focuses on setting priorities and where possible, finding new, more cost-effective ways to deliver the services the municipality has determined it wants or needs to continue providing.

A review of local services and programs can be undertaken to improve a current service, meet new service demands and/or maintain a current service by finding efficiencies to reduce the costs of delivering it, for example.

A service delivery review is a rigorous evaluation process that ask questions such as;[1]

  • Do we really need to continue to be in this business/service?
  • What do citizens expect of the service and what outcomes does council want for it?
  • How does current performance compare to expected performance?
  • How is demand for the service being managed?
  • What are the full costs and benefits of the service?
  • Are there alternative/better ways to deliver the service?

There is a role for staff, Council, citizens and other stakeholders during a service delivery review and each should be asked these questions.

Service delivery reviews are labour-intensive, so identifying up front the staff with the range of knowledge and experience and the resources necessary for the review, is extremely important to its success. Typically, this will be the staff who is familiar with the operations of the service or program being evaluated.

The review will look to see if there are internal improvements that can be made or if there’s a need to investigate other methods available to deliver the service/program.  For instance could the service be outsourced more cost-effectively than trying to deliver it in-house, could staff receive quality training digitally rather than travelling to classrooms, is there a different bill payment solution to use, etc.?

Council has a critical role in representing the public and consider the well-being of the taxpayers by determining which services the municipality provides, as well as providing direction on the  specific outcomes or deliverables they want the review team to achieve.

Summary:

This is a very brief, high-level look at service delivery reviews. The Ministry of Municipal Affairs has a great online resource, “Making Choices A Guide to Municipal Service Delivery Reviews for Municipal Councillors and Senior Staff”, that sets out a six-stage approach to service delivery reviews.

The full guide was invaluable to me as the first CAO of a newly restructured municipality who was tasked with the responsibility of reviewing the services and programs of each of the five former municipalities and assessing whether they were still relevant in the new municipality and/or if there were better more cost-effective ways to deliver them.

Yes as mentioned, service delivery reviews are labour-intensive, but they are also an extremely interesting challenge – and a process, I thoroughly enjoyed.  When you open up your mind to thinking outside the box and adopting new ways of doing things it will save the municipality time and your taxpayers money.  And that’s rewarding!

One Final Word

My article just wouldn’t be mine without including a small plug to remind municipalities that over this past year, we have added more professional members who offer a wide variety of amazing new and innovative products and services that can help you achieve those efficiencies directed by the Province.

Why not search muniSERV for the service you’re looking for?  You’ll be amazed at some of their offerings!

You may even find that consultant who can help you with your service delivery review! 

Susan Shannon is the Founder & Principal, muniSERV muniJOBS

Susan can be reached at [email protected]   855.477.5095

[1] A Guide to Service Delivery Review for Municipal Managers, Ministry of Municipal Affairs

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Free Live Webinar – Understanding the World of Change

Understanding the World of Change – free live webinar

Friday, Nov 8, 2019 – 12pm Mountain / 2pm Eastern

Change Happens! 
But leading change well is an expert skill that few have mastered.
Explore what inspiring leadership looks like in today’s complex and rapidly changing world.

 

Presented by Kerry Woodcock, Change Leadership Coach

Register Here

LinkedIn / Facebook

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The Art of Story-Telling – The New Marketing?  

Everything I’ve been reading lately tells me that people love a good story and that story-telling is a way to position yourself as an authority in your field.

Anyone who know me well, knows I’d much rather tell a story than create marketing material.  Full disclosure here – marketing is not my forte and marketing to me often feels forced and unnatural.  That’s just not who I am.  I want to help people, not “sell” to them!

However, I do recognize that marketing is critically important to the growth of any business.  After all, people need to understand what you’re selling and how it can help them, if you want your business to succeed. 

So, let’s give this a try.  I thought you might be interested in knowing why I created muniSERV and why I’m so passionate about helping both municipalities and my professional members alike.

In case you didn’t already know, earlier in my career, I was a municipal Chief Administrative Officer (CAO), in small and medium-sized municipalities in Ontario.

We wanted to continually improve service delivery and operate more efficiently but with shrinking funding and legislation constantly changing, we were increasingly under pressure to find new and innovative ways to collaborate and streamline operations.   

Frustration #1

It used to drive me crazy when I needed to get 3 or more quotes in compliance with my purchasing by-law, but I didn’t know where to find companies or professionals who provided the services I needed and often couldn’t find one!  (I’m dating myself here, but the introduction of Pay Equity legislation comes to mind as an example).

I’d call a neighbouring municipality to see “who they used”, but every municipality’s needs are different, so a one-size consultancy doesn’t necessarily fit all.  We couldn’t afford the large firms but were legislated to comply the same as larger municipalities who could afford them. There was nowhere to search for more servicing options (i.e. smaller, independent consultancies, early retirees, etc.).  The result of this frustration – the development of the Find Municipal Experts & Services database.

Frustration #2

The RFP process also frustrated me (still does actually). RFP documents were time-consuming to develop, costly to advertise and opportunities for exposure were limited, with no focus on my target (posting in newspapers comes to mind). This resulted in limited and often no responses. A big waste of time and money! The result of this frustration – municipalities can post their RFPs, Bids & Tenders for free on muniSERV and our partnership with bidsandtenders gets them broader, national exposure and tracking of plan-takers capabilities, resulting in more responses and ultimately, more competitive quotes.

Frustration #3

Fortunately, in the municipalities in which I was CAO, we didn’t have too many job openings.  In fact, I am pleased to note that some of the folks I placed in positions after restructuring almost 20 years ago, are actually still working in the same municipality!  But, when we did need to post a job, the price was high, there were limited places to post it and the ROI was low, often with no one responding to the job ad.  The result of this frustration?  Working with municipalities to develop muniJOBSCanada’s only online recruitment and career platform that brings municipalities and talented people together.

Frustration #4

I’m a big believer in coaching and mentoring people to become tomorrow’s leaders.  But, sending someone away to a course was out of the question by the time you considered; the cost of the course, the travel, the accommodations, meals, and time away from the office.  The result of this frustration?  muniLEARN – that provides digital training solutions for today’s environments.

There are numerous other resources, tools and strategic partnerships we’ve developed along the way and I don’t want to go through each one here. But by now you’ve guessed it – the common theme here is that every one of them was developed out of a frustration I felt in the CAO role – and I knew I was not alone! 

CAOs are busy people. They don’t have a lot of time to research things and in smaller municipalities they often don’t have the staff resources to do this for them either.

It seemed to me to be a no-brainer that municipalities should be able to go to one platform and quickly and easily find what they need – all in one convenient location.

But that’s not the end of the story!

All of this led me to thinking though, well, then how does a new or smaller consultancy or someone with a new municipal product or innovation for municipalities, reach municipal clients?

When I first entered the consulting world, I’d often hear complaints from professionals, that they couldn’t get past the gatekeepers in municipalities and that attending municipal conferences was cost-prohibitive for them as a new consultancy or business just starting out.

Then, when CASL (Canadian Anti-Spam Legislation) became law, this further eroded their ability to reach municipalities because it eliminated their ability to send emails to them. (and honestly, with my CAO hat back on here for a minute, if I didn’t know who was emailing me, it went straight to my trash folder) 

I realized there was a real disconnect here. 

Lightbulb moment!

The result of these two merging pain points; a) municipalities not being able to find consultants and services, and, b) consultants and professionals not having one location to market effectively to municipalities, is the premise of muniSERV.ca – “Connecting Canadian Municipalities and the Businesses That Serve Them.”

So, there you have it.  That’s my story.

I hope it helps you understand my passion for helping you, why I’m always working on your behalf to find new ways to do things – and why I will continue to always think outside the box! 

Please feel free to reach out to me at [email protected].  I’d love to hear Your Story!

Susan Shannon is the Founder & Principal of muniSERV.ca, muniJOBS.ca & muniLEARN.ca

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The Biggest Mistake I See New Managers Make

When I became a manager, I made the same mistake myself. It’s the most common mistake that I see many first-time managers make. It’s a mistake that causes so much anxiety and stress in their lives, and it can be avoided. It’s a mistake that’s easy to make, but not so easy to fix.

I call it “The Expert Syndrome”. Let me explain…

In my case, my expertise got me noticed and got me promoted to a management position. I was on cloud nine. I was feeling euphoric. That’s when it hit me. My staff were not as “expert” as me. As a result, I unwittingly communicated to them that I was smarter, more experienced and certainly more effective at their work than they were.

This attitude of mine caused a very interesting dynamic to occur. They would bring me their work, and their problems to solve. I later discovered there was a name for this…upwards delegation! I found my in-tray and inbox overflowing with work that was certainly not managerial. The biggest issue I faced was that I loved the challenge, I loved being the expert!

I had to find a way to let go of the need to solve all their problems. That’s when my mentor showed up. He was an experienced manager, and quite successful too. He asked me to describe my role as a manager. As I reached for the job description that HR had given me, he stopped me in my tracks. “You don’t need that” he proclaimed. “Just tell me in your own words what your role as a manager is, and make it brief!”

I was stuck. You see, I thought that the role of a manager was complex and multi-layered. Too difficult to explain in just a few words. He left me to ponder on it for a few days. When we met again, I was still struggling to come up with a clear definition of the role of a manager. My mentor was not about to let me off the hook. He knew I was struggling, but he felt the struggle was natural and would pay off in the end. He left behind a little booklet titled “Servant Leadership” and suggested I read it.

That little booklet set me off on a journey that continues to this day. At times, it’s been a somewhat crazy yet exhilarating journey. I’ve now reached a point on that journey where I can explain the role of a manager in a few words, here they are:

Your Role As A Manager Is To Help Other People Succeed

Now I know, with all the articles, books, courses, online content on management and leadership out there, that this definition may seem to be overly simplistic to many of you reading this. I understand. It’s my definition, unique to me. It works extremely well for me. It may or may not work for you. I get that.

I learned along the way that all the management and leadership competencies (and there are many!) I needed to master could be summed up in what I call The Management Trilogy:

  • Daily Management – Leading with Values
  • Crisis Management – Leading with Valor
  • Strategic Management – Leading with Vision

You need to help others succeed in these three areas. When they succeed, you succeed.

To learn more about The Management Trilogy, subscribe to our free four-part online course at Management4m.com

 

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Personality Dimensions

Personality Dimensions

November 21, 2019 – 9:00 AM-12:00 PM

Everyone is different, we come in all varieties. Understanding our own and others’ values, strengths, joys and stressors provides a great foundation for communication. Knowing the obvious—and not so obvious—ways we are different assures us that we are okay in our own uniqueness and that we aren’t alone in some of our habits.

Personality Dimensions® translates complex personality theory into everyday language. It creates a framework for understanding – not a pigeonhole. You will recognize temperament patterns that you are comfortable with and of the people that you know. But it is not about putting people into a box. Identifying differences and similarities through Personality Dimensions® doesn’t determine our behaviour – we make those choices.

Drawing on the results of current validation studies that includes participants from across Canada and years of observation of interpersonal preferences demonstrated in learning sessions, Personality Dimensions® fosters increased self-knowledge through a facilitated self-discovery model that will make a lasting positive impact.

To Register, please click here  

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3-Day Public Sector Certified Client Service Specialist (CCSS©) Designation Bootcamp

3-Day Public Sector Certified Client Service Specialist (CCSS©) Designation Bootcamp

November 13 – 15, 2019 – 9:00AM – 4:30PM

The Certified Client Service Specialist (CCSS©) program offers participants the tools, techniques, and effective customer service skills required in today’s demanding work environment. This program is designed with extensive research and insight from the public sector and has been delivered to numerous municipalities and government agencies with exceptional results.

Our world class certified facilitators with their engaging delivery style and relevant up to date content have delivered to hundreds of participants globally.

Our programs are certified and accredited by CCPC Global to ensure quality, content, and engaging delivery.

Completion of our certification process confers the right to use the title Certified Client Service Specialist and the right to use the initials CCSS© after one’s name.

This 3-course program offers the right blend of knowledge and skills to become an expert in all aspects of customer service delivery – everything from professionalism to customer service, to sales, handling difficult customers, and more. Upon completion of the program, you will be able to build a solid foundation for your career and gain and industry specific credential that is recognized by major organizations.

Available to be delivered and customized on-site. Call CSPN for additional details.

Accredited Courses Required

1-Day Delivering Responsive Customer Service

This program is ideal for anyone who deals with customers and wants to provide a more customized or personalized experience for them. This training will provide you with the skills to not only handle a customer’s immediate requests, but also provide information and recommendations to build the customer’s relationships through providing valuable conversations.

1-Day Managing Difficult Clients and Situations

This program is ideal for anyone who deals with difficult clients in various challenging situations and wishes to remain in control. The program will lay out strategies for turning negative situations into opportunities for building lifelong relationships.

1-Day Conflict Resolution

Have you ever been in a conflict that you wished you could have handled better? We have all experienced the stress that comes from having unresolved conflicts with our co-workers. Conflicts that are ignored or resolved badly don’t go away – they cause people to feel resentful and to avoid each other. The effects on an organization are a loss of productivity, absenteeism and high turnover.

To Register, please click here

 

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Leading with Excellence

Leading with Excellence

December 11 – 12, 2019 – 9:00 AM-4:30 PM

In today’s dynamic workforce, there are a lot of demands on leaders and management teams. Their responsibilities include; facilitating change management, reducing the negative effects of mergers, downsizing or rapid expansion. They also need to understand and motivate their staff and others in the organization. In other words, they need to lead their department and company with inspiring leadership skills and techniques.

The Leading With Excellence Program provides equip supervisors, team leaders, and managers with leadership skills that will strengthen their role as the critical link between strategic goals and tactical performance. Through this development program, supervisors and managers will learn the skills necessary to lead their teams to success.

Participants will learn and apply management concepts, techniques, and tips to communicate, direct, coach, mentor, entrust, and lead others in routine situations and during challenging times of change. They will acquire tools for managing influentially and receive constructive feedback from their facilitator and peers.

Using case studies, discussions, team activities, paired exercises, management simulations, and self-assessments, participants will learn and practice influencing others assertively, diplomatically, and powerfully. Participants will give and receive feedback for communicating expectations, coaching staff to develop their skills, providing advice and options, and helping bring about change despite resistance from others.

To Register, please click here

 

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Free Webinar – How to Overcome Conflict with Project Stakeholders

In this FREE LIVE WEBINAR, you will learn how to deal with stakeholders during high stress and complex projects.

How to Overcome Conflict with Project Stakeholders

Presented by: Michelle Phaneuf
P.Eng., Chartered Mediator, Certified Coach, Certified Psychological Health & Safety Adviser, Trained Ombudsman, LevellingUp Sage

Thursday, Oct. 10 @ 2:00 pm – 3:00 pm EDT

In this LIVE WEBINAR, we will discuss:

  • Your response to conflict with stakeholders
  • Our brains in stress
  • How your definition of conflict affects your perception of conflict
  • Unproductive versus productive conflict
  • Strategies for strong collaboration

Register here.

Unavailable to attend? Register and receive the webinar recording!

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