Instructions for viewing the CSPA Investment Planning Tool
A. Getting Started
1. Download the investment planning tool from the UNECE wiki site. The wiki can be accessed
through the following link:
www1.unece.org/stat/platform/display/CSPA/CSPA+Investment+Planning+and+Alignment
2. Make sure that you save the file to your local network drive.
3. When you open the tool, you will be prompted to input your home country from the drop down
menu.
B. Navigating the tool
4. The tool allows you to explore information categorised by year, country, capability and
deliverables.
5. Select your desired category by navigating to the corresponding sheet in the excel file. There are
four of these. Further details for each view can be found in Section C.
Figure 1
6. Once in the appropriate sheet, you will be presented with a diagram, as shown in Figure 2.
Figure 2
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7. To see all the information ensure you are zoomed out enough to be able to see the right side
panel labelled ‘filters’. To change the size, either:
a)
click the ‘Enlarge’ button on the top right side of the diagram (see A in Figure 2) or
b) use the Zoom In/ Out buttons on the bottom right of the screen
8. To change the year (country or capability – depending on which sheet you are looking at), click
on the selection in the top right corner of the sheet (see B in Figure 2), and select from the drop
down menu.
9. You can filter the information shown on the diagram by clicking on the filters on the right side of
the sheet (see C in Figure 2), and selecting from the drop down menu.
10. You can turn the highlights on and off by clicking on the ‘Highlight ON/OFF’ button (see D in
Figure 2). If it is turned on, then the selected items on the map will be highlighted. All others will
be dimmed to make the movement of the item as depicted on the map more visible.
11. The size and colour of the circles in the diagram are in accordance to the Risk (colour) and
Business Impact (size) of each component (see E on figure 2)
The Business Impact measure is about the value that the completion of this capability will bring
to the organisation. This is measured in term of the number of people affected.
Low
Medium
High
Low number of people impacted by the completion of this
capability
Medium number of people impacted by the completion of this
capability
High number of people impacted by the completion of this
capability
A risk is defined as a possible event or circumstance that can have negative influences on the
completion of the capability being developed. The Risk Level measure is about the likelihood
that the capability will be completed.
Low
Medium
High
Low likelihood that event or circumstance that can have negative
influences on the completion of the capability being developed
Medium likelihood that event or circumstance that can have
negative influences on the completion of the capability being
developed
High likelihood that event or circumstance that can have negative
influences on the completion of the capability being developed
12. Hide/Show Current status code can be selected to show or hide the current status of each item.
(See F on figure 2) If this is turned on, then the name label on each item will be coloured
according to the current status of the component.
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The Maturity Level indicates the maturity of the development of the capability.
Level 1: Plan
Level 2:
Specify
Needs
Level 3:
Design and
Develop
Level 4:
Implement
When an organisation is at this level of maturity, they are in the process of planning
the development of a capability. These activities aim at planning the best way forward
to improve an organisation's capabilities. They require a thorough organisational view
of change requirements, the prioritisation of options through an efficient, iterative
approval process until a work programme is finalised.
When an organisation is at this level of maturity, they are in the process of defining
requirements and outputs. They are articulating in detail an agreed set of
requirements and outputs which form the basis for the project's goals. It includes the
stakeholder consultation and research building from the business case to gain a better
understanding of the underlying issues, as well as possible solutions learned through
researching the literature, international comparisons, and similar internal projects. It
also includes the clarification and limitation of the project's scope, which will guide
the final desired outputs. The requirements will describe in detail the format, timing
and artefacts to be produced.
When an organisation is at this level of maturity, they are in the process of designing
the capability elements. The aspirations from the business case, including the high
level design solution, are turned into detailed practical solutions which include all the
definitional work required to be in place before the solution can be implemented in
systems. The design level culminates in the development of the product.
When an organisation is at this level of maturity, they are in the process of integrating
capability elements into the production process. This includes testing for production
purposes and integration of the products into the production process.
13. Using the ‘Menu’ button (located next to ‘Refresh’), you can change country or year, find
something in particular on the map, or lastly to create an image (bitmap) of the map.
14. Find out more information about a particular capability shown on the diagram by clicking on it.
Once you have clicked on the capability (title or corresponding circle), information about the
capability will be shown in the right side of the sheet.
Figure 3
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C. Views
a) Year – view the activities of all countries for a selected year
Figure 4
NB: For the “Year” sheet, the inner circle represents the 1st half of the selected year and the
outer circle represents the 2nd half of the calendar year
b) View by country – view activities of a single selectable country. This shows 3 consecutive
years of activities at a time.
Figure 5
NB: For the “view by Country” sheet, the 1st and 2nd half of each year are separated by the dash
lines.
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c) View by capability – view schedule for a selected capability. This shows 3 consecutive years
at a time.
Figure 6
NB: For the “view by Capability” sheet, the 1st and 2nd half of each year are separated by the
dash lines.
d) View by category – view schedule for a selected capability. This shows 3 consecutive years at
a time.
Figure 7
NB: For the “view by Category” sheet, the 1st and 2nd half of each year are separated by the dash
lines.
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Categories explained
Strategy Management
Includes capabilities such as Maintenance and consolidation of
strategic relations, Strategic planning, Policy Definition, PPM
(Project Portfolio Management) and budget definition
Corporate Support
Includes capabilities such as management of Process, Legal
Management
Framework, Administrative, Human Resource, Digital Assets,
Security, Financial and Procurement
Statistical Production: New statistics development
New data sources
The ability to explore the potential value of new data sources for
exploration
improving existing statistics or innovating to obtain new statistics.
Legislative work
The ability to participate in and influence legislative work that
participation
form the legislative basis of official statistical production in a way
that will support decision makers and be regarded as useful and
important.
Statistical product
The ability to innovate i.e. create new statistical products based on
innovation
existing data sources and the exploration of new data sources that
are useful and important to users.
Methods and tools
The ability to effectively develop methods and tools to support the
development for new
exploration and innovation of new statistical products.
statistics
Statistical Production: Statistical Design
Understand user needs
The ability to collect, assess and translate user needs into
statistical outputs.
(Re) Design statistical
The ability to design statistical output so that it is valid and useful
outputs
for the user based on sound statistical methodologies.
Process & Workflow design The ability to design statistical production processes and
workflows in an effective and flexible manner to ensure efficient
production as well as ensuring the easy replication/reusability of
the processes. This includes data collection, process & analysis,
and dissemination.
Process methods design
The ability to develop, maintain and enhance methods to be
delivered by statistical processing services supporting statistical
production.
(Re) Design production
The ability to design and implement the necessary systems to
system, statistical
deliver and combine statistical processing services and related
processing services, and
rules for the production of statistics.
rules
Statistical Production: Statistical Data Collection
Provision agreement
The ability to conclude provision agreements with information
management
providers (explicit or implicit) to provide data according to
requirements (timeliness, confidentiality, quality, transmission
protocol, authorship, ...).
Collection of administrative The ability to manage the process of requesting, receiving and
and other data sources
testing data from administrative sources as well as other data
sources (big data, internet data, scanner data, …).
Primary data collection
The ability to set up and manage surveys through to their
finalization and transfer to processing and analysis.
Metadata collection and
The ability to enrich the received data with metadata to support
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management
the further processing and analysis as well as the dissemination of
the statistical output.
The ability to set up, maintain and provide "register" services
supporting collection and integration of data.
Statistical Registers
Management
Statistical Processing
Statistical data preparation The ability to efficiently integrate data from different sources,
classify and code data, review and validate the data as well as edit
the data and perform imputations to improve the information set
quality. This requires shared methods, processes and workflows.
New variables and units
The ability to derive new variables & units for the statistical output
derivation
according to shared methodologies.
Calculation and finalization The ability to calculate the necessary weights and aggregates and
of output
prepare output data for analysis and dissemination using shared
methodologies and processes.
Statistical Production: Statistical Analysis
Statistical output analysis The ability to validate outputs as well as interpret & explain
outputs and finalize output for dissemination using shared
methodologies and processes.
Statistical Production: Statistical Dissemination
Release management
The ability to manage the release of statistical output as well as
accompanying content according to release schedules so that
users have predictable and equal access to data.
Products and services
The ability to promote the statistical output for potential users and
promotion
notify the press and other stakeholders about statistical output.
Flexible data access
The ability to make statistical output data and metadata flexibly
provisioning
available for manual and machine-to-machine access through
multiple channels.
Statistical content
The ability to author and manage the distribution of content
management
related to the statistical output. This includes press releases,
interpretations, and reports.
Statistical Production: Statistical Quality Management
Quality assessment
The ability to assess the quality of statistical processes as well as
output according to shared standards and practices.
Quality control mechanisms The ability to set up, execute, monitor, and evaluate control
management
mechanisms in the production process to ensure a high quality of
statistical output.
Statistical Production: Information Resources Management
Statistical Data
The ability to manage data (including personal micro data)
management
efficiently and securely through the entire life cycle from data
collection to dissemination.
Metadata management
The ability to manage metadata throughout the production cycle
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