FISCUS: Training for DFID in Public Finance Management Reform, 21-23rd, November 2012
MODULE TITLE AND CONTENT
EXISTING MATERIALS
NEW MATERIALS NEEDED
PERSON(S) RESPONSIBLE /
DEADLINE
Wednesday, 21st, November. 2012
1. INTRODUCTION




Course Introduction from Oriel
College PFM reform course.
Opening Remarks by DFID
Overview of Course Objectives, Approach and Structure
Participants’ introductions & review of expectations
Presentation: A reminder on essentials – the PFM cycle and its
objectives.
2. MEASURING PFM PERFORMANCE


Presentation: Defining reform success - frameworks and metrics
o 3 dimensions: Processes, final outcomes & cross-cutting principles
& characteristics
o IMF Code on Fiscal Transparency
o The PEFA framework
Questions & Answers in Plenary



Adaptation of Intro
Additional 2-3 slides on
PFM cycle
DFID introduction – perhaps
slides needed from David
Gray?
Andrew
(7/11)
Module One from PFM reform
course;
Module One from PEFA in
Action Course.

Modest adaptation of
existing materials.
Andrew
(7/11)
Module Two from PFM Reform
Course

Check that existing
materials are suitable.
New presentation by DFID
on experience in Pakistan
Andrew
(7/11)
LUNCH
3. THE POLITICAL ECONOMY OF THE BUDGET





Presentation: Political Economy analysis (PEA) and its application to
the Budget
Buzz groups on Participants’ experience of PEA
DFID presentation on experience with PFM reform in Pakistan
Plenary discussion on potential implications for design of PFM reform
David Gray, DFID (Andrew to
liaise.)
(12/11)
Coffee/ Tea Break
4. PFM REFORM: LESSONS FROM RECENT QUANTITATIVE &
QUALITATIVE RESEARCH
Module 3 & 4 from PFM Reform
Course;

Shortening
of
presentations;
existing
Gonzalo to prepare first draft;
Andrew to review
(9/11)



Presentation: Recent research & evaluation on PFM Reform:
o Analysis of 100 PEFA assessments (De Renzio, 2010)
o Burkina Faso, Ghana and Malawi 2000-2010 (Lawson et al., 2012);
o PFM reform in 8 post-conflict states (World Bank & ODI, 2012)
Questions & Answers in Plenary
Introduction to Participants’ project work.
Presentation by ODI/ WB on
Fragile States study

Ensure messages from WB
study also captured

Comparative
table
on
messages from SIDA study
and WB/ODI study.

Compile relevant reading
materials to send one week
in advance to Adrian &
Katherine.

Short note on the process of
the debate.

New PPT presentation on
Platform approach, including
diagram of Platform

New PPT presentation on
sequencing

Modest update of Chile
slides
Add slides with basic
explanation of PBB
Printed glossary on PBB
Questions for Groups
Andrew
(8/11)
New PPT presentation
based on WB study
Gonzalo to prepare first draft;
Andrew to review
Thursday, 22nd,November. 2012
5. THE SEQUENCING OF PFM REFORMS: COMPETING THEORIES
AND SOME DESIGN TOOLS a)


Introductory Presentation: why is sequencing important?
Participants’ Debate: “This House believes that a ‘Basics First’
approach is the most appropriate method of sequencing PFM reforms”:
o Speaker for the Motion (Katherine Newall)
o Speaker against the Motion (Adrian Nembhard)
o Questions from the floor & Vote
5. THE SEQUENCING OF PFM REFORMS: COMPETING THEORIES
AND SOME DESIGN TOOLS b)

Reading materials for Debate on
sequencing in PFM Reform
Course
Presentation: “Leap-frogging” vs. “Basics First” – the issues, the
evidence and some rules of thumb.
o Keeping a balance and a structure: the Platform Approach
o Technical considerations– Tomassi & Diamond.
Flipchart presentation by
Andrew for Module 5b) of PFM
reform management course.
PPT by Jack Diamond on
Sequencing
Gonzalo
(9/11)
Overall slides: Andrew
(8/11)
Antonio (preparation of
Platform diagram, with
guidance form Andrew)
(8/11)
LUNCH
6. LESSONS FROM SEQUENCING OF REFORMS IN SPECIFIC PFM
AREAS a)


Presentation: Lessons from Performance Budgeting reforms in Chile
and their implications
Working Group Discussions:
o What lessons can be drawn from the Chilean experience of
performance budgeting?
o How does it compare with participants’ experiences of such
reforms?
6. LESSONS FROM SEQUENCING OF REFORMS IN SPECIFIC PFM
AREAS b)
PPT on Chilean experience for
Module 6 of PFM reform mgt
course.



No materials available except
for WB report itself.




Questions for working
groups (from previous
module)
(9/11)
Existing presentations by the
IBP on OBI.

Updated presentation by
IBP
“Patterns of Accountability”
study for Tanzania (2005)

New PPT on accountability
concepts and frameworks
Gonzalo to liaise with Elena
Mondo
(14/11)
Andrew to prepare new PPT
(9/11)
No existing materials

Guidance notes for
participants for preparation
of project work.
No existing materials.

No materials needed:
presentation session by
Participants’ project teams.
Course evaluation forms from
Oriel College course;

Updated Course evaluation
form, developed in liaison
with DFID.
Presentation: Lessons from World Bank experience in the sequencing
of reforms to introduce (IFMIS) Systems.
Working Group Discussions:
o What lessons can be drawn from the World Bank experience of
IFMIS reforms?
o How does it compare with participants’ experiences of such
reforms?
Friday, 23rd,November. 2012
7. UNDERSTANDING ACCOUNTABILITY & WORKING WITH
DIFFERENT ACTORS TO STRENGTHEN IT:




Presentation by Elena Mondo of the International Budget
Partnership: “Experience with the Open Budget Index.”
Q & A in Plenary
Trainer presentation: “Defining Accountability and the respective roles
of Civil Society & the Legislature.”
Discussion in Plenary
8. IMPLICATIONS FOR DESIGN OF DFID SUPPORT TO REFORMS a)

Finalisation of Project Presentations by Participants:
Operational implications for the design of DFID support to reforms:
o At the centre of Government;
o At the Sector level;
o With Civil Society
Gonzalo
(9/11)
LUNCH
8. IMPLICATIONS FOR DESIGN OF DFID SUPPORT TO REFORMS b)

Project Presentations by Participants: Operational implications for
the design of DFID support to reforms:
o At the centre of Government;
o At the Sector level;
o With Civil Society
Discussion in Plenary
9. COURSE EVALUATION AND DISCUSSION OF NEXT STEPS

Completion of Course Evaluations by Participants
Gonzalo (in liaison with
Katherine Newall.)
(9/11)

Discussion on course highlights and lowlights

Discussion in Plenary on next steps for DFID
DFID likely to have standard
format for course evaluations.
Overall Timetable:
Discussion on Course Outline, etc:
11th, October at DFID (Done)
Distribution of Course Outline & Reading List:
1st, November (Done)
Completion of First drafts of all materials for DFID comment:
Friday 9th, November.
Finalised Materials:
Wednesday 14th, November
Materials with Printer:
15th – 19th, November
Course Delivery:
21st – 23rd, November at DFID.
Preparatory Steps & Organisational Issues:
Development of “look” for PPTs, and transfer of existing PPTs into new template
Friday 2nd Nov. (Gonzalo/ Antonio)
Artwork for Course folders/ materials
Friday 2nd Nov. (Gonzalo)
Discussions with printer to confirm deadlines, etc
Week of 5-9th, November (Fermina)
Telephone conversation with DFID to finalise logistics, etc
Week of 5-9th, November (Andrew/ Gonzalo)