Achieving Continuous Improvement in Client Satisfaction Brian Marson and Faye Schmidt Service and Innovation, Treasury Board Secretariat of Canada 1 Management Commitments – The Results for Canadians management philosophy is based on four commitments: citizen focus values responsible achieving spending results 2 Citizen-Centred Service and the Management Board Agenda Better service for Canadians is central to this Agenda. To achieve it, the Government of Canada is implementing three major initiatives to: Focus directly on client satisfaction Service Improvement Initiative Improve citizen access Service Canada Modernize service delivery Government On-line 3 Policy Framework – All departments and agencies directly serving citizens will adopt a systematic approach to service improvement planning integrated with their annual business planning process; – Client satisfaction will be measured at least annually for key services to the public using the Common Measurements Tool metrics; set a minimum 10% client satisfaction improvement target, to be achieved over the next five years; – Targets and performance against targets (client satisfaction and service standards) will be measured and reported annually in departments’ RPP/DPR documents; – Accountability for results, “from Clerk to clerk”; – TB President’s Awards will be established for excellence in improving client satisfaction 4 Service Improvement Initiative: Improving Service Performance In May, 2000 Treasury Board approved the Service Improvement Initiative and a policy framework for a results-based approach to continuous service improvement The initiative and policy framework are based on the recommendations of an interdepartmental committee on service improvement (ACSI) and will continue to be driven by the service community 5 Service Improvement Initiative: Improving Service Performance The Committee found that public sector bestpractice organizations use a results-based approach to continuous improvement of client satisfaction, integrated with the annual business planning process Analysis of 260 departmental examples suggests: – targeted service improvement planning exists in pockets; – client satisfaction rates have increased by up to 40%; – a systematic results-based approach is not widespread. 6 Example: Canada Economic Development Client Satisfaction with IDEA - SME Program Quality of Service in General % of clients satisfied 90 88% 86 86% 84% 82 78 81% 74 70 1995-96 1996-97 1997-98 1998-99 7 Example: Environment Canada Prairie and Northern Region (HR Branch) Client Satisfaction with HR Services % Satisfied Clients 90 87% 80 81% 81% 1992 1994 83% 70 60 64% 50 51% 40 1990 1991 1997 1999 8 Example: Continuous Improvement in Client Satisfaction at the US Postal Service NATIONAL PERFORMANCE TREND 700 680 660 Index Value 640 620 National Accts. 600 Premier Accts. 580 Business Accts. Residential 560 New Contract 540 Survey Changes 520 9 500 96-4 97-1 97-2 97-3 97-4 98-1 98-2 98-3 98-4 99-1 99-2 Five Key Drivers of Citizen Satisfaction Five Key Drivers of Citizen Satisfaction Explain 70% of the Variance in Service Quality Ratings Timeliness Courtesy, Comfort Knowledge, Competence Timeliness Is By Far The Most Powerful Driver - When One Driver Fails, It Is Most Often Timeliness Fair treatment Outcome 10 Source: Erin Research Inc. Citizens First, 1998. Results-based Service Improvement Planning and Implementation Where Are We Now? Where Do Our Clients Want Us To Be? Measure Clients’ Satisfaction Measure Clients’ Expectations & Priorities How Will We Get There? Set Targets & Develop Service Improvement Plan How Do We Make It Happen? Implement, Monitor, Measure & Ensure Accountability Staff Involvement 11 Results-based Service Improvement Planning and Implementation Where Are We Now? Where Do Our Clients Want Us to Be? Measure Clients’ Measure Clients’ Satisfaction Satisfaction Measure Clients’ Expectations & Priorities How Will We Get There? Set Targets & Develop Service Improvement Plan How Do We Make It Happen Implement, Monitor, Measure & Ensure Accountability Staff Involvement Departments and agencies with significant direct service delivery activities will: Adopt a comprehensive continuous improvement planning and implementation approach Establish documented baseline measures of client satisfaction for key services to the public using Common Measurements Tool metrics 12 Results-based Service Improvement Planning and Implementation Where Are We Now? Where Do Our Clients Want Us to Be? Measure Clients’ Satisfaction Measure Clients’ Expectations & Priorities Measure Clients’ Expectations & Priorities How Will We Get There? Set Targets & Develop Service Improvement Plan How Do We Make It Happen Implement, Monitor, Measure & Ensure Accountability Staff Involvement Departments and agencies with significant direct service delivery activities will: Measure clients’ expectations and identify priorities for service improvement 13 Results-based Service Improvement Planning and Implementation Where Are We Now? Where Do Our Clients Want Us to Be? How Will We Get There? Measure Clients’ Satisfaction Measure Clients’ Expectations & Priorities Staff Involvement Set Targets & Develop Set Targets & Develop Service Improvement Service Plan Improvement Plan How Do We Make It Happen Departments and agencies with significant direct service delivery activities will: Implement, Monitor, Measure & Ensure Accountability Set explicit targets to increase citizen satisfaction with government services - a minimum objective of 10% improvement by 2005 compared to 1998 Citizens First, or organizations own year 2000 baseline survey Adopt and publish core service standards for each service channel that are linked to clients’ expectations Prepare annual service improvement plans based on clients’ priorities for service improvement. 14 Results-based Service Improvement and agencies with PlanningDepartments and Implementation significant direct service delivery activities will: Where Are We Now? Where Do Our Clients Want Us to Be? Measure Clients’ Satisfaction Monitor, measure, and report results as part of the annual RPP/DPR reporting cycle using common government-wide metrics including: Measure Clients’ Expectations & Priorities • service How Will We Get There? How Do We Make It Happen Set Targets & Develop Service Improvement Plan Staff Involvement Implement, Monitor, Implement, Monitor, Measure & Ensure Measure & Ensure Accountability Accountability standards for key public services; • performance against these standards; • annual improvement in client satisfaction; • progress towards satisfaction targets. Incorporate results-based service improvement accountability for managers into existing performance management systems, commencing with DMs. 15 Service Improvement Initiative Implementation – ADM Steering Committee (ACSI) will guide the implementation of the initiative – Overall government -wide objectives will be balanced with the need for departmental flexibility by allowing departments to set: – the pace and rollout toward 5 year objective – service standards and monitoring – satisfaction targets for program and service level – TBS will provide support, tools and lessons learned 16 Improving Citizen Satisfaction: The Implementation Process PHASE ONE PHASE TWO Implementation of the SII Guidelines in Lead Departments All Departments Measure Client Satisfaction and Plan Improvements LEAD DEPARTMENTS LEAD DEPARTMENTS •Establish client satisfaction baseline benchmarks; •Service Improvement Plans based on client priorities; •Set targets for satisfaction improvement; •Action on key client priorities •Identify, monitor and report performance against service standards; ALL DEPARMENTS •Identify and report on client-driven service standards •Establish client satisfaction baseline benchmarks •Set annual targets for client satisfaction improvement •Service Improvement Plans based on clients’ priorities •Action on key clients’ priorities •Report on performance against service standards •Report client satisfaction against baseline ALL DEPARTMENTS •Set annual targets for client satisfaction •SI Plans based on client priorities •Action on key client priorities •Report performance against client- driven service standards PCO TREASURY BOARD DM accountability accords •Standards/Results in President’s Report •Initiate President’s Service Award PHASE THREE Annual Departmental Service Improvement Planning & Reporting ALL DEPARTMENTS •Set annual client satisfaction targets •SI Plans based on clients’ priorities •Action on clients’ service priorities •Report on performance against client-driven service standards •Dept’s measure client satisfaction annually using CMT metrics •Dept’s report progress towards 10% improvement targets in annual performance reports …...Clear and measurable service satisfaction goals 17 Together, improving citizen satisfaction, …a new focus and measure of success. 18