A Guide to Developing a State Strategic Statistical Plan (SSSP) in the States and Union Territories of India

 

Table of Contents

 

Chapter 1 Introduction

3-7

 1.1 General

3

 1.2 SSSP Essentials

3-5

 1.3 Purpose of the Guidelines

5

 1.4 Possible economies in preparing SSSPs

6

 1.5 Credits

7

Chapter 2 What makes a good SSSP

8-11

 2.1 Phases of the SSSP process

8

 2.2 Observations on timing and length

9

 2.3 Building on what is already in place

9-10

 2.4 Coverage of all statistical institutions in the state

10

 2.5 Focusing on demand as well as supply

10

 2.6 Statistics for use at different geographic levels

11

Chapter 3 Phase I: Launching/leading the SSSP process (SSSP Design Road Map)

12-18

 3.1 The SSSP Design Road Map

12-16

 3.2 Consultation is the key in developing the SSSP

16

 3.3 The need for political leadership and support

16-17

 3.4 The need for advocacy

17

 3.5 Developing a communications plan

17-18

Chapter 4 The first two chapters of the SSSP

19

Chapter 5 Phase II: Assessment/diagnosis of the current status of the SSS

20-25

 5.1 The approach to assessment

20

 5.2 Notes on assessing user satisfaction and needs

21

 5.3 Completion of the assessment

21

 5.4 The SSS as a whole and the main  agencies

22-25

Chapter 6 Phase III: Developing the vision, strategic goals, priorities and strategies

26-29

 6.1 Establishing the mission and vision

26

 6.2 Strategic goals, priorities and strategies

27-28

 6.3 Assessment against alternative strategies

28

 6.4 Completion of the strategy development

28-29

Chapter 7 Phase IV: Preparing the implementation plan, budget and financing plan

30-35

 7.1 The implementation plan

30

 7.2 Costing and financing the SSSP

31

 7.3 Sustainability issues

31-32

 7.4 Completion of the implementation planning

32-35

Chapter 8 Phase V: Implementation, performance indicators and monitoring, reporting and evaluation

36-38

 8.1 Implementation

36

 8.2 Managing implementation and change

36

 8.3 Performance indicators and monitoring

37-38

 8.4 Reporting

38

 8.5 Evaluation

38

 8.6 Completion of the plan for monitoring and implementation

38

Annex 1 Possible economies in preparing SSSPs given similarities in states’ circumstances

39-42

Annex 2 Abridged extract from a Road Map for the strategic planning process in Zimbabwe presented in tabular form.

43-45

Annex 3 Using the information in the 35 Study Reports and the Synthesis

46-49

Annex 4 Use and practice of SWOT analysis

50-52

Annex 5 Examples of strategic goals and strategie

53-54

Annex -6

 

55-56

Annexure 7

 

57

 


Chapter1

Introduction

 

1.1 General

 

1          The State Strategic Statistical Plan (SSSP or Plan) is expected to provide a state with a strategy for strengthening statistical capacity across the entire State Statistical System (SSS).  The preparation of a SSSP provides the opportunity for all stakeholders to assess the current status of statistics, to review data needs, provide a vision for where the SSS should be in five to ten years and set out strategies for getting there. The Plan should set out a viable, technically sound and user-oriented work program with planned actions, including inter-alia budget lines and time lines covering capacity building for institutional, data production, dissemination and other reforms aimed at achieving the desired improvements. It should present a framework for continual assessment of user needs and priorities for statistics. It should also provide a framework for mobilizing resources (both state and national through the India Statistical Strengthening Project (ISSP)), and a framework for monitoring achievement of the Plan. It should also ensure that statistical activities are being developed and managed in as coordinated, efficient and effective a manner as possible.

 

1.2 SSSP Essentials

 

2          In more detail, a good SSSP will satisfy the following principles:

 

The SSSP should be integrated into state and national development policy processes  and context. It should:

·        have political support and commitment, and be championed by high-level state and national  official(s);

·        be  demand-focused  and  user-friendly,  responding  to  needs  and  priorities  for  information  to enable  governments to manage for results;

·        develop statistics as a public good, funded from state government  budgets, complemented  (where appropriate) by national and international support;

·        be mainstreamed as part of state and national development policy;

·        respect all relevant legislation or regulation, recommending changes where appropriate;

·        work within the state and national context, both cultural and institutional.

 

The SSSP should be developed in an inclusive way, incorporating results-based management principles and meet quality standards. It should:

·        be the output of a consensus-building/advocacy process, which helps build commitment and partnerships, with clear processes for consultation throughout;

·        be  the  output  of  genuinely state led, owned  and  inclusive  participatory  processes including all stakeholder groups (e.g. users, analysts, producers, government, private sector, and civil society);

·        incorporate  results-based  management  principles  in its design, and  manage  its implementation with performance indicators (e.g. for the supply of statistical information, user  satisfaction,  governance,  support  to  state and national  policies,  confidentiality)  and  a performance reporting, monitoring and evaluation plan;

·        follow  the  values  and  principles  portrayed  by  the  United Nations  Fundamental  Principles  of  Official Statistics[1] ( details at Annex -6) to produce useful high-quality data that will have the confidence of users of statistics;

·        comply with designated technical specifications as set down by the Central Statistical Organisation (CSO) or other competent authority (complying with international  standards, recommendations and experience to capitalize on worldwide knowledge).

The  SSSP should be comprehensive and coherent and provide the basis for the  sustainable development of statistics with quality (i.e., "fit for purpose"). It should:

·        cover  the  whole SSS, that is all state entities involved in production of  official statistics  including  all  data  collection,  analysis, dissemination  and  use  from  censuses,  surveys  and  administrative  systems;

·        have mechanisms for coordination and consultation;

·        provide a platform for the long-term, sustainable development of statistics whilst also addressing immediate needs for statistics;

·        contribute to the basis for  evidence-based  decision  making,  with  quality  that is "fit  for  purpose" (relevance, accuracy, timeliness, independence);

 

The SSSP should show where the statistical system is now, how it needs to be developed and how to accomplish this. It should:

·        provide  an  assessment  of  the  current  status  of  the  SSS  (where  we  are),  incorporating  a comprehensive appraisal of statistical outputs measured against agreed criteria;

·        maintain appropriate statistical production and procedures, and build on existing activities and on-going processes;

·        provide a vision for state  statistics (where we want to go), strategies to deliver the vision (how we plan to get there) which  address  institutional, organizational and operational constraints, and integrate performance indicators (how we know we have arrived);

·        incorporate strategies for leadership and management, financial   management, human resources, communications, infrastructure (e.g.  information  technologies) and dissemination as well as the technical work areas (e.g. national accounts, poverty and  health statistics and others);

·        set out a statistical capacity building programme, which (i) builds capacity to implement and adapt the strategies; (ii) turns statistics   into information through analysis, dissemination, publicity and user  education; (iii) is prioritized/sequenced and timetabled; (iv) provides the framework for (annual) implementation work plans; (v) is  realistic, pragmatic and  flexible  enough  to  cope  with  changes  in  priorities over time,  new information needs and lessons learnt, and is as easy to accomplish as possible;

·        outline the financing  requirements while responding to user needs but  be realistic  about  resources (implies prioritization, sequencing, cost effectiveness: e.g. considers alternative ways  of compiling data such as administrative records and sample surveys).

 

1.3 Purpose of the Guidelines

 

3          These Guidelines have been prepared primarily to assist states to design their SSSPs. The Guidelines are not prescriptive, recognizing the wide variations in states and organisations that will be using them. They are necessarily broad but provide a solid introduction to strategic planning for an SSSP design team. They are designed to be  practical and to provide an outline of the main processes involved in developing a strategic approach to statistical capacity building. Where specific advice seems warranted and appropriate, such advice is built into the Guidelines

 

4          How the SSSP approach is applied will vary from state to state and will depend on a number of factors, including what is already in place, the local environment for statistics, and administrative structures. The approach in the Guide is thought to be appropriate for the wide range of situations and characteristics of the states. States have been categorized into three Groups for the ISSP (specified in Table C, Expected Results and Monitoring Framework, page 30 of the National Strategic Statistical Plan (NSSP)); the three Groups should follow the general principles set out in this Guide but with modifications reflecting the expected results set out in the above referred Table C of the   NSSP which reflects the variations in current situation and assessed capacity of the three Groups. The Guide is much more about what needs to be taken into account and what kinds of things need to be done rather than about what should be achieved, how tools and processes should be applied in practice and what strategies should be adopted.

 

5          It is anticipated that, as the Guide is used in practice, the material will be adapted by states to meet their particular needs. States should feel free to adapt the Guide to meet their own situations. There is no right or wrong way to apply strategic planning to state statistical systems; the primary criterion should be what works in practice in a given situation and at a given location. The Ministry of Statistics and Programme Implementation (MOSPI), Government of India would like to encourage all those interested in improving the  efficiency  and  effectiveness  of  official  statistics  to  contribute  to  the  process  of  developing this material, especially by sharing experience of what works and what does not and identify those sections of the Guide that might benefit from modification or expansion.

 

 

 

 

1.4 Possible economies in preparing SSSPs

 

6          The 35 Study Reports (March 2007) on ‘Identifying Specific Requirements for Strengthening of State Statistical Bureaus’, one for each state, reveal many similarities in the SSSs. The SSSPs can be expected to have many commonalities, along with some variations in cases where a unique situation may exist or where priorities and timing may differ. Consequently, many of the goals, priorities, strategies, and elements of the implementation plans of the states can legitimately be expected to be somewhat similar or identical. For example all states will probably need to develop the following which would be very similar from state to state:

·        Human Resources (HR) Development Plan/Strategy

·        Training Needs Assessment and Plan

·        Information and Communications Technology (ICT) Assessment and Strategy

·        ICT Hardware  and Software Specifications

·        How to develop and implement a web-site and what to put on it

·        Specification of the set of metadata to be made available to users

·        Strategy for Improving Coordination

·        Advocacy Plan

·        Specification of the Responsibilities of the DES/SSB as Nodal Agency

·        Programme of User Consultations/Seminars and Agendas for them

·        Data Dissemination Policy

·        Programme for Outreach to Providers of Raw Data to Improve Response Rates

·        Specifications of a State Data Bank and its Establishment and Operation

·        State Statistical Legislation Complementary to the National Legislation

·        A Programme to Review Ways to Improve Administrative Records and their Use for Statistical Purposes

 

7          While the principle is very clear that each state is to develop its own unique SSSP and a ‘one size fits all’ approach is to be avoided, the fact of the significant similarities raises the possibility of economies to be achieved in the preparation of the SSSPs. States may be able to benefit selectively from the SSSP work done by other states, especially in the areas listed above. It may be useful if all the SSSPs and the Strategies/Plans/Programmes/Specifications listed above are placed on the state and MOSPI website so that states may benefit from the experience of others; additionally it may be useful for guidelines to be issued to help states to prepare them. Annex-1 presents an analysis of the similarities among the states based on the 35 Study Reports and the basis for possible economies in preparing the SSSPs.

 

 

 

 

 

 

 

1.5 Credits

 

8          The Guidelines draw heavily on:

“A Guide to Designing a National Strategy for the Development of Statistics (NSDS)”, Paris21 Secretariat, November 2004;

“Guide to Drafting a Roadmap for Designing a National Strategy for the Development of Statistics (NSDS)”, Paris21 Secretariat, February 2005;

“NSDS Essentials-check list” and “Explanatory Notes” Paris21 Secretariat, February 2006

“National Strategies for Statistical Development (NSSD)-General Presentation”, Paris21 Secretariat, 2004

“Mainstreaming sectoral statistical systems in Africa: A guide to planning a coordinated national statistical system”, Paris21 Secretariat and Intersect, Version 1.0 November 2007;

“National Strategies for the Development of Statistics (NSDS): Some issues in design and implementation planning”, Paris21 Secretariat, March 2007;

“Guidelines for preparing a STATCAP Statistical Master Plan”, World Bank;

“Reference Regional Strategic Framework for Statistical Capacity Building in Africa:  Better Statistics for Improved Development Outcomes”, Economic Commission for Africa, World Bank, African Development Bank and Paris21 Secretariat, February 2006.

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Chapter 2 What makes a good SSSP

 

2.1 Phases of the SSSP process

 

1          The preparation of a good SSSP requires a carefully managed process. The following phases are recommended and considered in the chapters indicated below.

 

Phase I: Launching/leading the SSSP process (SSSP Design Road Map) (see Chapter 3)

2          The key outcomes of this Phase will be a decision to prepare a SSSP and a plan/Road Map to develop the SSSP. The decision to develop an SSSP will have already been made in the Letter of Participation (LOP). The agencies leading the preparation of the SSSP will need to prepare a plan/ or Road Map/ or calendar of actions that will set out what needs to be done, by whom, when and how it will be financed. Arrangements for coordination and consultation with users and producers need to be set up in this Phase.

 

Phase II: Assessment/diagnosis of the current status of the SSS   (see Chapter 5) 

3          This Phase involves an assessment of the current status of the SSS (statistical environment, legislation, coordination, institutional, organizational, management and consultation framework), and statistical operations including from the user perspective; identifying constraints on performance and development; the assessment should take account of any existing improvement programmes.

 

Phase III: Developing the vision, strategic goals, priorities and strategies (see Chapter 6)

4          These activities build on the assessment/diagnosis and, through a dialogue with stakeholders, permit development of a vision, setting out an agreed statement of what the government and other stakeholders want from the SSS over time e.g. an outline of the results expected of the data production system; strategic goals compatible with the vision; priorities among the goals; and strategies to overcome the constraints and achieve the goals.

 

Phase IV: Preparing the implementation plan, budget and financing plan (see Chapter 7)

5 A detailed action plan with a timetable should be developed to implement the strategies; the cost of carrying out the plan should be estimated to form a budget; a financial plan incorporating the proposals for assistance under the ISSP should be developed.

 

Phase V: Implementation, performance indicators and monitoring, reporting  and evaluation (see Chapter 8)

6 The SSS needs to provide for managing change and mechanisms to monitor, report on, and evaluate progress, to allow review of progress, and to make modifications to strategies and plans when required. This involves establishing performance indicators.

 

 

 2.2 Observations on timing and length

 

7          The Road Map could be completed in about a month of elapsed time; its length could be 5-10 pages of text (exclusive of any annexes). A Road Map may also be presented in tabular form with columns of Period of time, Action to be taken, Action by whom, and Output expected. Annex 2 includes an abridged extract from a Road Map for the strategic planning process in Zimbabwe presented in tabular form. Given the amount of relevant work already completed in the 35 Study Reports, the SSSP itself could be completed in an elapsed time of about 3 months after the completion of the Road Map. The SSSP could be from 50 to 100 pages in length but preferably closer to 50 pages, as the 35 Study Reports may be referenced for some of the descriptions and assessment which may not need to be taken into the SSSP. The above are guidelines only and variations could occur.

 

2.3 Building on what is already in place

 

8          The states need to develop/formulate a SSSP drawn on the basis of the broad directions contained in the NSSP and the state-specific reports prepared by MOSPI for each state.  A SSSP should build on institutions, the legal basis, procedures, and outputs etc that are already in place and assessed to be appropriate.  

 

9          There are several reports and other relevant material on what is already in place:

 

The Study Report on Identifying Specific Requirements for Strengthening of State Statistical Bureaus (March 2007) brought out by MOSPI   (the 35 Study Reports,one for each state); 

 

The Synthesis of the 35 Study Reports on ‘Identifying Specific Requirements for Strengthening of State Statistical Bureaus’ brought out by  MOSPI, (the Synthesis Report); 

 

The Report (available  on the website of the International Monetary Fund viz. IMF) on Observance of Standards and Codes - Data Module, International Monetary Fund, March 2004. This report assesses data quality at the national level, but is valuable for identifying strengths and weaknesses.

 

India subscribes to the International Monetary Fund (IMF) Special Data Dissemination Standard (SDDS) and this has implications at the state level in as far as national statistics covered under the SDDS may be based on aggregations of state statistics.(see Chapter 3 of the Synthesis Report cited above).

 

The National Strategic Statistical Plan (NSSP)- June 2008 brought out by MOSPI.

 

The individual state LOPs for the ISSP sent by State/UT Governments to Secretary of MOSPI (various dates), Government of India.

 

The Memorandums of Understanding (MOUs) to be entered in to  between the State/UT Governments and the Government of India (GOI) with regard to implementation of the SSSP within the limits of the ISSP, various dates.

 

The Report of the National Statistical Commission, August 2001.

 

10        Each state should identify any other relevant initiatives and reports, perhaps relating to statistics that are the responsibility of state line departments.

 

11        Observations on the use that states can make of the 35 Study Reports and the Synthesis Report, and cautions, are set out in Annex 3. The Annex also contains some guidance on how the Study Reports can be made more usable by deleting duplicated material in some chapters and reconciling differing content in some chapters, in particular lists of activities for “Undertaking new activities for strengthening the statistical system” and “Technical measures for meeting/bridging data gaps”.

 

2.4       Coverage of all statistical institutions in the state

 

12        A lot of data are produced by state line departments such as education, health, agriculture, and others. They are used for management of sector-specific programmes and projects and feed into national statistics. Current best practice is for strategic plans that cover the complete SSS. Deciding on what agencies are to be covered by the SSSP in any state will be a state decision, but in general the coverage should include all statistical activities of all state institutions,  including the 20 key statistical activities listed in Annex-7.

 

13        Experience suggests that bringing other agencies within the scope of the SSSP may well need to be done gradually. Not all agencies may see the advantages of active   participation from the outset. In these circumstances, a more gradual approach, which promotes participation by demonstrating the advantages, may well be more effective than one which simply requires participation through external pressure.

 

2.5       Focusing on demand as well as supply

 

14        To be effective, the SSSP should be demand-focused to maximize the value-added to users of statistical outputs. To effectively serve users, statistical managers need to have an understanding of who the users are and develop mechanisms for regular consultation  with them. In virtually all states, there would be a diverse and large number of users of state-generated statistics, at both state and national level, including: policymakers and decision-makers in government and quasi-governmental bodies; politicians at all levels; researchers, analysts, and academicians; civil society organisations such as NGOs; private sector organisations; international and regional organizations, the donor community, the media and the public at large.

 

 

 

 

 

2.6       Statistics for use at different geographic levels

 

15        Strategic planning for SSSs should take into consideration use of statistics at different levels - national, state and sub-state levels.  In the Indian context, as the process of decentralization is a cornerstone of the development policy, it is important that the situation of local government, is acknowledged and addressed in the SSSP process.

 

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Chapter 3 Phase I: Launching/leading the SSSP process (SSSP Design Road Map)

 

3.1       The SSSP Design Road Map

 

1          The Road Map is the plan and timetable for producing the SSSP. Once prepared, it is the reference document for all participants involved in the preparation of the SSSP. The suggested structure and contents of each chapter are set out below.   The annotations are extensive but not exhaustive; there may be other specific elements for states to take into account; they are supplemented by the other text in this chapter.

 

A    Statistical and political background and context

 

This chapter can include:

Reminder viz. an aide-memoire of all official decisions and rationale that have led to the decision to produce the SSSP

Definition of the scope of the SSS

General overview of the current situation in the SSS including from any recent studies  

Current statistical development initiatives in the SSS

Reminder viz. an aide-memoire of the dates of the major political events in the state such as budget meetings

List of documents relating to the development of the SSS

 

B    Overview of the goals, process and expected outputs

 

The general goal is to prepare a SSSP. The goal of the Road Map is to describe how to prepare the SSSP. This chapter can state the main principles of the SSSP design process, which are:

It covers the entire SSS.

It embraces a participatory approach, enlisting the contribution of all stakeholders; i.e. is inclusive and transparent;

It is integrated into state decision-making processes;

It takes into account what already exists and is adapted to the real situation in the state.

It is conducted in phases to simplify situations that are generally complex and foresees for each stage consultation prior to the preparation of studies and reports; review of all progress reports by stakeholders; submission of proposals to authorities for decision; and production and distribution of final documents and dissemination of information on all decisions taken. 

It is endorsed by state authorities after each phase.

It is conducted by the state and is state owned.

 

The expected outputs will include studies, progress reports, evaluation reports, strategy documents, planning documents, conclusions of workshops or formal committee meetings, and advice after review from the Statistical Council/ Steering Committee, and decisions from the Council of Ministers, etc.

 

C         Inclusion of the SSSP in the state development policies and political and budgetary timetable

 

This chapter will clarify how the state will integrate the SSSP into the state development  policies. In particular, this section will show how the SSSP design timetable will fit into the state's political and budgetary timetable.

 

D         Overall organisation and roles of all participants

     

This chapter describes the organizational arrangements to be adopted by the state to design its SSSP. Organising the work means identifying/establishing the teams to design and approve the SSSP and delineating the roles and responsibilities of these teams.

 

D.1      Steering Committee/State Authority: the state decision making body

Under the LOP, each State/UT is to establish a high level Steering Committee for the ISSP under the Chairmanship of the Chief Secretary and including a representative of MOSPI. The Steering Committee is to be empowered to issue the necessary directions to all participating departments/agencies of the State/UT concerned with statistical matters. States may have their own unique State Authority which decides on and validates all statistical activities in the state. If such a state authority exists, its relationship to the Steering Committee would need to be clarified for the purposes of the SSSP. The principle is to validate the SSSP at the highest level of government possible

 

D.2      State Statistical Committee or similar

The State Statistical Committee or similar may exist in some states and would be the forum in which the widest  consultation of all stakeholders (producers, users, academics etc) takes  place; it would be responsible for providing advice and would have reporting arrangements to the state statistics authority.

 

D.3 Project Management Team

Technical management and leadership will be needed to coordinate the design of the SSSP and subsequently, its implementation.

 

The Project Management Team may be established as the main design and implementing body that would drive the process forward; it would conduct the studies, write the reports, conduct/organize consultations including workshops, develop proposals and present draft decisions to the authorities (and may ultimately manage the implementation of the Plan as well). The configuration of the design team can change from phase to phase, but it is important to maintain a core team throughout the process.

 

The Project Management Team should not be so large as to be unwieldy. A core team of, say, three to four people might be adequate, with ideally some of these working full-time during the entire design process, with additional people/teams to address various aspects of design, assessment and specialist issues. Members of the Team should come from various parts of the SSS, including sectoral line departments and decentralised structures of government and comprise a mix of statisticians, analysts, and other users of statistics. Members of the Team may come from the State Statistical Committee or its equivalent. There needs to be a clear signal on objectivity, which could be provided by engaging a broad membership, including one or more independent people to help the team to address issues objectively.

 

The Project Management Team may be under the supervision of a Manager, most likely provided by the DES/SSB or designated Nodal Agency. (The LOP requires each state to specify which entity will play the leadership role (nodal agency) for all statistical matters in the States/UT and to be the Point of Interaction with MOSPI). A secretariat providing logistical support should also be made available to the Team. It is important that all involved be allowed sufficient time by their institutions to effectively & efficiently play the role expected of them on the Team. The Project Management Team would report to the State Statistical Committee or similar which would, in turn, report to the State Authority.

 

D.4      Specialized Teams

Since the assessment of the SSS requires the gathering of information and assessment covering many areas and many issues, the Project Management Team could be assisted by Specialised Teams that could conduct studies on such matters as  HR, ICT, user needs and satisfaction, data production systems, legislation etc

 

D.5      Advisors/Consultants

Advisors or Committees of Experts may be consulted for technical expertise/advice on   topics such as Legal issues, ICT, and HR management.

 

E           Steps to prepare the SSSP and the timetable

In this chapter, the list of activities, reports, meetings, etc that are thought to be necessary as a part of preparing the SSSP may be listed, along with an estimate of their timelines and who is to be responsible. This is the detailed timetable for preparing the SSSP. The actions may include the following (the details for any state may differ from those below)

 

E1 - Launching

 

·        writing and endorsement of the draft Road Map

·        setting up of the organization structure for designing the SSSP

·        mobilisation of needed resources

·        setting up arrangements for advocacy

·        proposing a timetable for preparing the SSSP that takes into account the state’s situation, priorities and deadlines. The participatory approach requires more time than the drafting of an expert’s report does. The endorsement from state authorities can also affect the timetable

·        review and decisions from authorities

 

 

 

 

E2 - Assessment

 

·        setting up of the mechanisms/individuals/teams for doing the assessment;

·        Setting up arrangements for information collection and sharing

·        specifying a system of appraisal,: (i) evaluation of environmental, legal, coordination, institutional, organizational, management and consultation performance; (ii) evaluation of HR, physical infrastructure, ICT, statistical infrastructure, financial resources; (iii) evaluation of the data production system; (iv) evaluation of user satisfaction.

·        establishment of an assessment/synthesis of the current situation

·        a report on the assessment

·        review and decisions from authorities

 

E3 – Vision, goals, priorities and strategies

·        definition of the vision for SSS development

·        selection of strategic goals, and for each goal, a set of strategies and actions needed for building the capacity necessary to produce the desired results

·        establishment of priorities among the goals

·        comparative study of the alternative strategies

·        draft proposals to be submitted to authorities

·        review and decisions from authorities

 

E4 - Action plans, timetable, budget, sources of finance

 

·        establishment of an implementation programme covering the plan period

·        establishment of a draft activity programme for year 1, taking into account upcoming budgetary discussions

·        preparation of a detailed advocacy programme 

·        Estimation of  the required resources (human, equipment and financial) for design and preparation of the Plan covering such items as : secretariat and logistics, drafting of reports, consultations and technical assistance, information gathering, technical syntheses, review of draft documents, workshops, statutory meetings, printing and distribution of documentation, the Project management Team’s operational expenses

·        Determine the sources of funding and expertise.

·        Approval of implementation plan, budget and sources of finance by the authorities

 

F Implementation, performance indicators and monitoring, reporting and evaluation.

 

·         arrangements for managing change

·         arrangements for selecting indicators for monitoring

·         design of reporting and evaluation mechanism for SSSP implementation

 

 

G Final steps

·        draft proposals to be submitted to authorities

·        review and decisions from authorities

·        consolidation of all decisions and documentation on the SSSP

 

H    Annexes - As considered necessary.

 

3.2       Consultation is the key in developing the SSSP

 

2          The SSSP should be the result of a broad consensus which can only be reached if there is an extensive and continuous consultation with all the concerned stakeholders. Arrangements for this should be established in the launching phase and continue to the monitoring, reporting and evaluation phase. The consultations may include workshops, reviews of draft documents, and other forms of contact.   

 

3          Workshops should be held at key stages of the design process when broad consultation and discussion is needed, for instance: to launch the design activities ; at the beginning of the assessment phase; at  the  end  of  the  assessment  phase  to  review  the  draft  report  on  the  system assessment; at  the  end  of  the  vision  and  strategy  phase  to  review  the  scenarios  and  formulate  advice  on  the comparative advantages; after adoption of the programming report to launch SSSP implementation. For example, a launch workshop could be convened to engage key stakeholders, and discuss the benefits that are expected to emerge from the SSSP and what is expected of the stakeholders. It might have an agenda, relating, for example, to the following:

·        Advocacy film on strategic planning for statistics (Paris21)

·        Outline problems and possibilities for the SSS as expressed by the DES/SSB and the state line departments; ( this starts the process of consultation on the performance of the SSS in satisfying information needs)

·        Outline the ISSP and the NSSP

·        Outline  proposals  for  designing  the  SSSP  and  preparing  for  implementation,  including outlining processes and timelines

·        Introduction to relevant guidelines, standards, frameworks and concepts

 

3.3      The need for political leadership and support

 

4          Also, during the launch phase, arrangements should be made for political leaders and  senior officials to approve, launch, and be engaged in the SSSP  design process as early as possible. A plan that has a senior political champion (or preferably champions) driving the process forward can be expected to yield better results. At the political level, there should be a focus on engaging with the Minister of Finance and/or Planning.   Secretary in the Ministry of Finance and/or Planning as champions of statistical development as their agencies are among the main users of statistics in the State.

 

5          This kind of leadership is established with the LOP. It is signed by the Chief Secretary and calls for a Steering Committee chaired by him/her. The LOP includes the  commitment by the state government to supply the necessary land and buildings and meet all associated recurring expenditures including manpower, and commitment by MOSPI to provide the necessary technical and financial assistance to meet the non-recurring expenditures for implementing the ISSP. The signing of the LOP may be followed by a public statement by a high level official about the plan to develop statistics and statistical system in the participating State/UT.

 

3.4       The need for advocacy

 

6          Statistical advocacy should be included as a priority activity in the Road Map. Statistical advocacy is about creating statistical awareness (numeracy) and a society that is inclined and able to use statistical information in decision making; making the general case that statistics are a necessary part of the enabling environment for improving development outcomes; demonstrating the use of statistical data for decision-making at the government, business, and community level; making a case for specific statistical activities such as the population and housing census by drawing attention to the range of uses census data can be put to; mobilizing and properly using state and national resources for statistics; and promoting coordinated investment in developing statistical capacity.

 

7          Every opportunity should be taken and optionally utilised at the launching phase to sensitise stakeholders about the SSSP and how its implementation will contribute to statistical development in the country. It is important that everyone in the DES/SSB and all key stakeholders in the SSS get educated about, understand, share and embrace the vision of the SSSP, the strategies for achieving them and how their individual actions and those of others will contribute to the achievement of the SSSP goals and objectives. In particular, staff of the SSS should be mobilised to support it. The staff should be educated about changes to be brought about by it and how their individual contributions will affect the realisation of its goals.

 

3.5       Developing a communications plan

 

8          From the launch phase, the SSSP Project Management Team will need to keep stakeholders informed of progress throughout the design and development process, communicating key messages, keeping the momentum going and building wider support for the strategy, for instance amongst Parliamentarians/Legislators and the general public. A communication plan will be helpful and will need to be supported by staff and a budget.

 

9          Different modes of communication and messages are likely to be needed for different audiences and at different points of the issue. A regular briefing note or newsletter could be addressed to all identified stakeholders, reporting progress and inviting comments and contributions.  A separate  briefing  arrangement  might  be needed  for  Parliamentarians/Legislators,  preparing  the  ground,  for  instance,  for  new  legislation;  as  well  as regular  reports  to  those  responsible  for  both  the  technical  and  political  management  of  the strategy process (e.g., steering committees). Informing  and  building  support  more  generally  could  be  tackled  through  the  media,  including Press Releases and briefing, radio and TV interviews, and posters. The programme should also aim to break communication barriers in the SSS, encourage a free flow of information and ideas on initiatives for achieving SSSP objectives and help to position the SSSP in the public eye.

 

10        All  documentation  produced  and  decisions  taken  during  the  SSSP  design  process should be made available on a state website as also given wide and extensive publicity through the other modes of communication available.


 

Chapter 4        The first two chapters of the SSSP

 

1          Having completed the Phase 1 “launch” and prepared the Road Map, the SSSP itself can be prepared.  The rest of this Guideline publication presents the CHAPTERS AND SECTIONS of the SSSP outline with annotations.  The annotations are extensive but not exhaustive; there may be other specific elements for states to take into account; they are supplemented by the other text in chapters 4 through 8.

 

2          The first two chapters of the SSSP are BACKGROUND AND PROCESS and CURRENT DESCRIPTION OF THE STATE STATISTICAL SYSTEM. Comments on these follow:

 

1. BACKGROUND AND PROCESS

 

1.1    Statistical and political background and context

 

This chapter can be prepared by modifying the text prepared for Chapter A of the Road Map by adding an overview of the NSSP, introduction of the 20 key statistical activities, and state and national government general and sectoral public policy development and reform strategies and their implications for state statistics.

 

1.2    Overview of the process including consultation with stakeholders 

This chapter can be prepared by modifying the text prepared for Chapter B of the Road Map by adding a list of all agencies and entities consulted, both in the public and private sectors, and deleting text relating to the phased approach of the Road Map.

 

2.         CURRENT DESCRIPTION OF THE STATE STATISTICAL SYSTEM

 

 2.1      Description of the system

The description should include a general description of the structure of the system (decentralized), overall resources deployed, any arrangements for standard setting, coordination among producers, interactions with users, statistical cadre.

 

2.2       The main data producing agencies and division of responsibilities

For each of the main agencies, describe functions and responsibilities, including details of activities, budgets, staff, and outputs and services.

 

2.2.1 State Statistical Bureau

2.2.2 Department of Education

2.2.3 Department of Health

2.2.4 Others viz. other Departments wherein statistical activities are undertaken on a regular and continuing basis

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Chapter 5 Phase II Assessment/diagnosis of the current status of the SSS

 

5.1       The approach to assessment

 

1          As the first step in developing a SSSP, an in-depth assessment of the current status of the SSS is carried out. The assessment should be realistic and objective. It should be benchmarked against standards as appropriate (e.g. technical specifications issued by the CSO and as expressed in Chapter 3 of the Synthesis Report (see the annotations for 3.2.7 below for the list of technical specifications that are available on the MOSPI website)). The assessment should lead to an understanding of the supportiveness of the external environment for statistics, the adequacy of management and resources, and the extent to which outputs meet user needs for the SSS as a whole and of the individual agencies.

 

2          The Project Management Team might identify small groups of SSS staff and key  stakeholders with whom to conduct these assessments and confirm findings with the leadership of the SSS and key stakeholders. It may be useful to discuss first with users and then wherever relevant with the central ministries as these ministries will have a broad overview of the main policies being considered and the consequent data needs, and then approach the sectoral departments for their needs. The needs of local government also need to be addressed.

 

3          The statement of information needs should be compared with what is already available and planned in the SSS to identify gaps. Where data are available, quality or timeliness standards need to be agreed, for instance by using the IMF Data Quality Assessment Framework (DQAF) dimensions of quality which are set out in Chapter 3 of the Synthesis Report, and the available data need to be matched against these standards to assess their fitness for purpose. If the data are not sufficiently accurate or reliable to be used with confidence for the purpose for which they are intended, then these should also be marked as those needing development.

 

4          A  Strength, Weaknesses, Opportunities and Threats (SWOT) analysis can help with assessment, identifying opportunities and threats which are largely beyond the control of the agencies; and strengths on which to build the strategy, and weaknesses to be addressed. The SWOT analysis identifies and evaluates controllable activities within the organisation that are performed especially well (Strengths) or poorly (Weaknesses). The strategy is to build on the strengths and mitigate or eliminate weaknesses. The SWOT analysis also involves environmental scanning which identifies and evaluates those economic, social, environmental, political, legal, governmental, technological trends and events that could benefit the organisation (Opportunities) or harm it (Threats). A summary of the SWOT analysis is usually presented in a report form and a table. Annex 4 contains some notes on the use and practice of SWOT analysis.

 

 

 

5.2       Notes on assessing user satisfaction and needs

           

5          There are many types of users, including politicians, government agencies, research organizations, public and private sector companies, civil society organisations, academia, the media, the general public, and donor and international agencies. Users tend to have many statistical needs, and every effort should be made to guide users to identify their priorities. Also user needs and priorities change, and tracking these changes requires that consultation and dialogue with users should be   a committed regular, periodic and on-going activity. 

 

6          The consultations and discussions with users should aim to establish, among other things:

·        how they use statistics in their operations;  their ability to make effective use of statistical information

·        their  assessment  of  the  adequacy of  existing  statistics  in  terms  of  relevance,  accuracy, consistency, completeness, timeliness, level of dis-aggregation (geographic,  gender, etc.) and accessibility;

·        their  current  and  perceived  future  statistical  needs  and  priorities  and  where  there  are gaps; and

·        how they think their needs can best be met in the context of the SSSP .

 

7          One approach is to identify those who are interested in particular data sets or groups of data and arrange for periodic and regular contact with these users. The mailing list used for dissemination of statistics and those frequently in contact with the DES/ SSB  and other state-level statistical agencies may be a good starting point in identifying the main data users. Selected institutions from each of the main user groups should be included  in  the  consultation  and  discussions  held  with  them,  either  individually  or  in  small groups,  whilst  others  might  be  invited  to  contribute their views/comments and suggestions in  writing. The process should ensure that policy and decision makers as well as technical staff in user institutions are consulted.

 

8          A second approach to user involvement that has met with success is workshops. These  workshops  bring  together  data  compilers /producers  and data  users and  encourage  dialogue  among them. One large multi-subject workshop can be useful, especially if some prior work has been done on assessing the extent to which user needs have been met. Otherwise, several workshops can be held dealing with specific statistical fields.

 

9          A standard questionnaire is useful for these kinds of assessments such as the one that was used for the preparation of the 35 Study Reports, available from MOSPI.

 

5.3 Completion of the assessment

 

10        The assessment should result in (a series of) reports being prepared on the various aspects assessed, and shared with all stakeholders. A Workshop of all stakeholders should review and adopt the assessment reports.

 

 

 5.4      The SSS as a whole and the main agencies

 

11        The assessment can be broken down into an assessment of the System as a whole and an assessment of each of the Main Agencies and their outputs and user needs.

 

12        The above observations are reflected in the relevant chapter and section headings of the SSSP as follows:

 

3. ASSESSMENT OF STRENGTHS AND WEAKNESSES OF CURRENT SYSTEM

 

3.1       System as a whole

 

3.1.0    The environment for statistics in the state

 

Consideration of the external environment of the SSS should identify and evaluate the economic, social, political, and technological environment which may be supportive of  or a hindrance to the operation of the SSS. It should review the level of statistical awareness in the state; the extent to which statistics are utilized, especially for evidence-based policy and decision-making; and any reform programmes ( state reforms and the national public policy reform programmes) which may impact upon the SSS.

 

3.1.1    Adequacy of legislation

 

Describe and assess how the legal basis is supportive of or a hindrance, if any, to statistical operations at the state level in terms of providing necessary authority to collect and publish data, preserving confidentiality, establishing the organizational basis for at least a DES/SSB with nodal authority; and supporting independence of the SSS from political intervention (this assessment should cover national statistical legislation and any complementary state legislation, including legislation under which each of the agencies may operate, specific to any particular field of statistics, including their mandates and roles). NOTE: The United Nations Handbook of Statistical Organization [2]provides an annotated model of a National Statistics Act, which states can use as a guide to assess the adequacy of the national and state statistical legislation for state purposes.

 

3.1.2    Coordination mechanisms among producers of statistics

 

Describe and assess the effectiveness of overall system-wide mechanisms e.g. committees or other arrangements in place for coordination of statistical policy and                                                                programs/activities among producers.

 

3.1.3    Mechanisms for consultation between producers and users

 

Describe and evaluate any overall system-wide arrangements e.g. committees or other arrangements, for interaction between producers and users (any arrangement that is unique to a particular agency can be treated under that agency under 3.2 below).

 

3.1.4    Institutional, integrity, professional, transparency and ethical principles

 

This part of the assessment relates, in part, to the institutional framework of the SSS.    Assess (i) whether the quality of statistics is affected by the institutional structure in the state e.g. the position and status of statistical agencies within  government, for instance, as autonomous or semi-autonomous agencies or as part of a  government  ministry or department;  (ii) the extent to which the agencies are objective in the collection, processing and dissemination of statistics, and whether statistical policies and practices are guided by professional principles; (iii) whether operations are transparent e.g. the extent to which analysis is undertaken  and whether there is clear separation of statistical products from statistical analysis; and (iv) whether any guidelines for ethical staff  behavior are in place.  

 

3.1.5    Statistical cadre

 

Describe the existence or otherwise of a statistical cadre and the effectiveness of its operation (wherever applicable)

 

3.2       Main agencies (Do a separate series of sections 3.2.1-3.2.10 for each of the state agencies participating in the SSSP)

 

3.2.1    Organizational arrangements

 

Evaluate organizational arrangements in the agency including the strengths and weaknesses of regional/field units (District Statistical Offices and others) to carry out surveys.

 

3.2.2    Management, including human resource management

 

Describe and evaluate HR policies for statistical staff; e.g. sources for hiring professional staff, adequacy of compensation. Assess arrangements, if any, for staff development/skill upgrading and career development.

 

3.2.3 Effectiveness of the process of consulting with providers

 

Availability of a published consolidated work programs to let the data/information providers know the reasons for each data collection activity, and their work loads and schedules to meet deadlines; provider response rates for key inquiries,

 

 

 

 

3.2.4    Effectiveness of process of consulting with users

 

Describe and assess any steps that the agency takes to consult with its users; assess user satisfaction; assess media coverage that may be organized by the agency for release of any of its statistical reports.

 

3.2.5    Adequacy of resources (human resources, physical infrastructure, information and communications technology, statistical infrastructure, and financial resources)

 

Evaluate the supply and the weaknesses and gaps on the supply side. The review should provide quantitative information on staffing by levels, availability of skills, qualifications (sampling, IT, etc).  Describe and evaluate current physical infrastructure (buildings, vehicles, office equipment), ICT infrastructure (both hardware and software). Identify the existence or absence of a LAN, net-working arrangements, and website. Assess the availability and quality of statistical infrastructure such as business registers, sampling frames and types and nature of databases. Assess funding levels for the SSS as a whole.

 

 3.2.6   Type and purpose of data produced

 

List the main data series produced under the appropriate thematic areas listed below:

 

A.        Economic statistics (main series: e.g. Gross State Domestic Product, Wholesale Price Index, Consumer Price Index and others)

B.         Social and Demographic indicators (e.g. population, gender etc)

C.        Key sector statistics (e.g. agriculture, industry etc)

D.        General statistics (e.g. yearbooks, compendia,  etc

 

3.2.7    Methodological soundness   

 

Assess whether the methodological basis for the statistics follows CSO (or other) technical   specifications, which should, in turn, be, in accordance with internationally accepted standards guidelines and good practices.  At present, 24 Manuals pertaining to various themes of ‘Official Statistics’ are under various stages of preparation and finalization in MOSPI.  Technical specifications (draft or final), some dealing with the 20 key statistical activities, are presently available on the MOSPI website, as per the details given below:

 

Manual on Compilation  of WPI

Draft-Financial and Banking Statistics

National Accounts Statistics: Estimation of State and District Income-2008

 Manual on Cost of Cultivation  Surveys.

 Manual on Crop Area and Production Statistics

Draft-Manual on Agricultural Prices and Marketing.

 Manual on Index of Industrial Production

 Manual on Annual Survey of Industries

National Accounts Statistics Sources and Methods 2007

Manual on NSS 64th Round(Vol.I)

Manual on NSS 64th Round(Vol.II)

Manual on NSS 65th Round(Vol.I)

Manual on NSS 65th Round(Vol.II)

 

3.2.8    Accuracy and reliability of data

 

Assess whether source data and statistical techniques are sound and statistical outputs sufficiently describe the real situation. Assess consistency between alternative sources of data. Evaluate, for main surveys, the basis for sampling, the data consistency checks, coverage, and frequency of collection. For data sets based on administrative records, assess adequacy of coverage and other features. Assess whether there is an appropriate/balanced use of surveys and administrative records.

 

3.2.9    Usefulness/Serviceability of data; Assessment of relevance

 

Evaluate the extent to which statistical outputs are issued with periodicity and timeliness following standards set (and users’ stated needs) (See Chapter 3 of the Synthesis Report), and are consistent and revisions follow a regular and publicized pattern. Assess that data in each field covers relevant information in that field and meet users’ needs.

 

3.2.10             Accessibility of data

 

Assess whether data and metadata are easily available; and assistance to users is adequate. This covers all aspects of dissemination and metadata availability, including archiving of data for use in long term studies

 

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Chapter 6   Phase III: Developing the vision, strategic goals, priorities and strategies

 

1          This chapter describes the inter-related concepts of "Mission": which describes the business that the organisation  or  system  is  in;  "Vision":  where  the organization   is  heading;  strategic goals compatible with the vision;  a prioritisation plan among the goals; and strategies to achieve the goals. 

 

6.1.      Establishing the Mission and Vision

2          A Mission answers the question: what is our business and why do we exist as an agency or a system. The Mission statement should describe the purpose, customers, products or services, markets, philosophy and basic technology used by the statistical system. The Mission will derive from the Statistics Act or other legislation providing the mandate for statistical activities.

 

3          The Mission statement for the CSO in India, as set out in the Report of the National Statistical Commission in September 2001, is “to provide, within the decentralized structure of the system, reliable, timely and credible social and economic statistics, to assist decision making within and outside the Government, stimulate research and promote informed debate relating to conditions affecting people’s life”.  This mission statement may well be adopted by states, with the modification “to assist decision making within and outside the state government as well as the national government”.

 

4          The Vision answers the question: What do we want to become in the longer-term, perhaps 5-10 years from now? It should encompass goals, values, beliefs and expected outcomes. It should be short, usually not more than one or two sentences. The Vision would normally emerge from a brainstorming session of stakeholders led by the nodal agency.

 

5          In the case of the states, there are compelling guides as to the Vision for the SSSs. As per the LOP, states should subscribe and conform to the national vision and strategic policy framework as set out in the   NSSP. As set out in the   NSSP, the vision for the Indian Statistical System with special reference to the SSS is: “The immediate objective of strengthening State Statistical System is to develop a coherent and consistent system of data collection, analysis and dissemination within the present structure of a decentralized set of responsibilities under the constitutional framework.  The system must ensure that the statistics produced meet the needs of data at all levels of aggregation from the national down to the sub-state level. It would also need to ensure that the data generated at different levels are comparable both across time and space.  Achieving such an integrated system will require action at various levels of the official statistical system in India.”

 

6          One of the commitments of the states would be to “Develop a State Strategic Statistical Plan (SSSP) which would outline the road-map which the State proposes to follow to meet the key statistical activities that have been laid out in the NSSP and other statistical activities that may be in the priority of the State.”

 

6.2       Strategic goals, priorities and strategies 

 

7          Having established where a SSS is (the Assessment), and where it wants to get to (the Vision), the next step is to establish the strategic goals (Overall Accomplishments to be achieved), priorities among the goals (which ones to be achieved first), and strategies  (overall methods for achieving the goals and  the vision).

 

Strategic goals

 

8          Strategic goals aim to address/resolve strategic or important issues which will have been identified during the assessment phase and which relate to achieving the Vision. The goals should be creative and forward-looking. As much as possible, they should be well defined and SMART (Specific, Measurable, Achievable, Relevant and Time- bound).

 

9          Strategic goals relate to what is wanted to be achieved in relation to outputs i.e. the statistical products and services to meet user needs such as:

·        methodological soundness;

·        accuracy and reliability of data;

·        usefulness/serviceability and relevance of data

·        Access to the data by users.

 

10        They can also relate to educating and influencing the potential users, as in promoting the role of statistical information in society, and the management process of how the goals are met as in delivering the outputs efficiently. Some examples of strategic goals are set out in Annex 5.

 

11        It is also possible to set goals in terms of the inputs to the statistical process. This and the approach based on outputs are not mutually exclusive. The input approach looks at input issues such as:

·        Environmental, legal, coordination, institutional,  organizational, management, and consultation effectiveness

·        Adequacy of HR

·        Adequacy of physical facilities

·        Adequacy of ICT

·        Adequacy of statistical infrastructure

·        Adequacy of financial resources.

12        However these factors may be looked at as strategies to achieve the output goals (See under Strategies below).

 

Priorities

 

13        Strategic planners of a SSS will be faced with a wide variety of conflicting demands. The process of consultation will help in prioritizing the demands, and clear messages on priority needs will be provided by state and national policy processes and development plans. The final decision on priorities will need to be taken at an appropriate senior level in government. The 20 key statistical activities represent, for the present, priorities for all states under the NSSP, LOP and MoU.

 

Strategies

 

14        Having decided on priorities, it will be necessary to develop strategies to build the capacities needed to reach the goals. These strategies will most likely include:

 

·        Improving environmental, legal, coordination, institutional,   organizational, management and consultation effectiveness ;

·        HR acquisition and development (training); the SSSP should explain where the additional staff required will come from, the cost and administrative implications and the timetable. The impact that staff constraints will have on statistical development should be carefully considered and spelt out;

·        Improving physical facilities;

·        Improving ICT;

·        Improving statistical infrastructure;

·        Improving the adequacy of financial resources;

·        Strengthening methodology and statistical operations and procedures to support accuracy, reliability, usefulness/serviceability and relevance of data, and dissemination and access to the data by users.

 

15        Some examples of strategies are set out in Annex 5.

 

6.3       Assessment against alternative strategies

 

16        There may be alternative strategies to achieve the goals. The alternatives should be compared and the choices made should be justified.

 

6.4       Completion of the strategy development

 

17        A report should be produced on the strategies and any analysis of alternatives considered. A Workshop of all stakeholders should be held to ratify the strategies

 

18        The above observations are reflected in the relevant chapter and section headings of the SSSP as follows.

 

4          THE VISION, STRATEGIC GOALS, PRIORITIES AND STRATEGIES

4.1       Long-term Vision to meet specified data needs

 

Express the Mission of the SSS. In the light of the assessment of needs and analysis of the current situation and constraints in the state, and taking account of the National Vision expressed in the NSSP, express the Vision for the State.

 

4.2       Identification of strategic goals, priorities and strategies

 

Institutional strengthening will require that goals be set for environmental, legal, coordination, institutional,  organizational, management (especially in human resource and financial management) and consultation effectiveness improvements; HR development; targeted investments in building physical, ICT and statistical infrastructure; acquiring the necessary financial resources;  strengthening methodology and statistical  operations and  procedures all aimed to improve, accuracy, reliability, usefulness/serviceability and relevance of data, and dissemination and access to data by users.  The priorities should be assigned to goals and the strategies should be set out.

 

4.3       Assessment against alternative strategic choices

 

There may be alternative strategies to achieve the goals. The alternatives should be compared and choices made and justified. For example, choices between administrative reporting vs. statistical surveys; censuses vs. surveys; outsourcing to the private sector; external training vs. domestic training.


 

Chapter 7 Phase IV: Preparing the implementation plan, budget and financing plan

 

7.1       The implementation plan

 

1          The broad strategic approaches stated in the strategies need to be translated through consultation into a detailed action, implementation or work plan, which sets out more precisely what is to be done by whom and when. It should specify actions needed to reach each of the goals. It should also identify what results and outputs will be achieved. The action plan will include detailed costs, an overall budget and a financing plan.   

 

2          The LOP requires that the state governments in consultation with the MOSPI would need to develop an appropriate MOU with the GOI with regard to implementation of the SSSP within the limits of the (ISSP) Project. The state governments would need to collect, compile and disseminate the stipulated data/statistics as prescribed in the MOU  in accordance with the norms and standards as may be issued from time to time by the Government of India.   These together will influence very much the implementation plan.

 

3          Some goals can be met by simply amending existing data instruments such as household surveys, or through qualitative improvements to existing data series either extending the scope or  upgrading the methodology. Still other goals will require more fundamental developments that will take a number of years to reach fruition and possibly involve a sequence of steps. For example, improved state accounts may require better industrial output data, which in turn first requires improvements in business registers. In developing the implementation plan, it is desirable to seek to make some early successes such as improve the timeliness of some important series such as the Consumer Price Index or Wholesale Price Index, process and publish some previously unprocessed survey data, or establish/improve an Internet website.

 

4          The SSSP sets out an operational plan that balances improvements to the statistical system with the human and financial and technical resources that can be made available to deliver these improvements, the priority given to each statistical area (for example, are health data required more urgently than environmental data and if so, should they be dealt with more quickly), and allocates responsibility for taking the work forward. The plan should explain how goals will be met; for example, there may be a  choice between alternative sources as in information on education that can be produced through household surveys or by compiling information from school administrative records, and  evaluate whether one is preferable on cost or reliability grounds.

 

5          A senior official should make a public statement about the adoption of the SSSP and the implementation plan. Leadership by the designated nodal agency will continue to be crucially important in the implementation phase.

 

 

 

 

7.2       Costing and financing the SSSP

 

6          The SSSP will need to be carefully costed and a budget approved. The budget should show the total recurrent and investment cost of developing the capacity of the SSS for the planned improvements. It shows in some detail how resources will be used, for example for HR, equipment, statistical collections (censuses, surveys, exploitation of administrative records), etc. It specifies the expected burden on the state budget and any external financing requirements (such as the ISSP).

 

7          It is particularly important to make realistic estimates for the future recurrent expenditure that will be required to continue to run the new systems and products once they have been developed (ICT hardware maintenance, hardware upgrades etc).

 

8          The LOP requires that an exclusive/dedicated budget line for the ISSP should be created in each state to be managed by the designated nodal agency. It also requires that the state government would need to provide if, when and wherever required, the necessary land and/or buildings, manpower and also meet all associated recurring expenditure for implementation of the SSSP and the specific provisions of the MoU. It also specifies that the states expect MOSPI (and MOSPI has committed) to provide the necessary technical and financial assistance to meet the non-recurring expenditure for implementing the ISSP by the state within the limits of the Project.

 

9          Where possible, teams preparing an SSSP should also complete a cost-effectiveness  analysis for some, if not all, major activities. The analysis might consider the costs of alternative ways of compiling data, for instance, comparing the use of administrative sources with a specially commissioned sample survey.

 

7.3       Sustainability issues

 

10        It is crucial that the improvements effected through the ISSP Project are sustained by the SSS over the long term. It is therefore recommended that the SSSP implementation plan places considerable emphasis on how activities supported through the SSSP are to be sustained, once external support has stopped.  

 

11        Other sustainability issues involve special risks. These risks may include:

·        absorption capacity of the agencies;

·        staff loss through attrition;

·        successful project pilot activities are not introduced into regular practice, or introduced with delay; etc.

·        management failure;

·        inadequate state funding;

·        vested interests resisting change and acceptance of new approaches.

 

 

12        Potential controversial issues, based on state circumstances, should be highlighted. These may include ethnic sensitivities, government employment policies and more. Describe the threats to sustainability and the actions proposed to moderate them.

 

7.4       Completion of the implementation planning

 

13        A report of the implementation plan, including budget and financing plan should be prepared. A Workshop of all stakeholders should be held to endorse the implementation plan. As the implementation will usually stretch over a number of years, the activities in the plan should be reflected, not only in the upcoming annual budget, but also in longer range financial plans, where these exist. 

 

14        The above observations are reflected in the relevant chapter and section headings of the SSSP as follows.

 

5.           IMPLEMENTATION PLAN

The activities and time frame for implementation will need to be tailored to state circumstances, both in terms of needs and the current programs. Priorities will have to be selected among the activities of the agencies included in the SSSP, as all actions cannot be reflected in the initial timeframe. The listings in this section should be viewed as illustrative, even though some of the elements identified may be applicable in most states.

 

5.1 Improving statistical environment, legislation, coordination, institutional, organizational, management and consultation framework

 

Actions/outputs and timeframe

·        Raise  the  profile  of  statistics  in  government generally  and  improve  statistical advocacy through developing and implementing an Advocacy Plan

·        Change the regulatory framework for the SSS as a whole and for key agencies. This could include: reviewing and revising statistical legislation to  better reflect  the  Fundamental Principles  of  Official  Statistics  and  provide  an  effective  mandate  for  all  statistical activities in the state;

·        Provide  effective  mechanisms  for  coordination such as  coordination committees with regular meetings; directory of statistical outputs;  review of statistical plans of line departments by the  DES/SSB;  technical review of line department statistical surveys by the DES/SSB; sharing of data; networking

·        Review the institutional framework for statistics i.e. the positioning and status of statistical agencies within government and statistical cells in the line departments

·        Review and revise the statistical organization and management for efficiency and effectiveness 

·        Improve producer-user relationships and producer –provider relationships to improve consultation effectiveness of  the  statistical system

 

·        Establish a statistical cadre, if not already in place

 

5.2       Human Resources and their development

           

Actions/outputs and timeframe

·        Comprehensive HR Development Plan to  cover  all  the  main  types  of  staff  employed  by statistical agencies including managers, professional statisticians, other professionals, clerical staff and other support staff to improve: recruitment of new staff; initial statistical training opportunities; the skills, competencies and expertise of existing staff; career path for staff; staff morale and  motivation (and reduce turnover and wastage); design and management of  staff development and training programme; and training to manage change.

 

5.3       Investment in physical infrastructure and equipment

 

Actions/outputs and timeframe

·        Office space

·        Vehicles

·        Office equipment

 

5.4       Investment in Information and Communications Technology

 

Actions/outputs and timeframe

·        Comprehensive review of ICT requirements; particularly covering networking and connectivity for data transmision

·        Hardware & software procurement

·        IT training infrastructure

·        Completion of master plan for ICT strategy; specifications for hardware

·        On line access to major users,

·        Hardware in place, along with new software

·        Trained staff in place

 

5.5       Statistical infrastructure development

 

Actions/outputs and timeframe

·        Investment and improvements needed in statistical infrastructure, including: the development of registers, sampling frames, etc, setting up a  Geographical Information System and database, developing/improving a field organisation for the management and implementation of surveys and censuses, developing statistical and metadata databases

 

5.6       Financial resources

 

Actions/outputs and timeframe

 

·        Representations to state budget authority

·        Representations to MOSPI

 

5.7 Upgrading/developing and sustaining statistical operations, including dissemination

 

Actions/outputs and timeframe

 

·        Review and plan for implementing each of the 20 key statistical activities and other statistical activities in the state

·        Assess and make plans to upgrade compliance with technical specifications issued by the CSO or other authority

·        Plan the ongoing data collection, processing and dissemination programmes of all agencies; eliminate duplications and redundancies; eliminate unnecessary data collections; streamline schedules to collect only what is needed; integrate different censuses and surveys to improve the efficiency of field work; improve data quality, for example, by reducing delays and increasing response rates;

·        Improve in-house expertise in sampling techniques

·        Ensure manuals available to guide survey operations

·        improve the collection and management of administrative data; fill data gaps by better exploiting administrative records;

·        Upgrade analytical capacity of staff to strengthen data analysis and reporting

·        improve the periodicity and timeliness of statistical products; improve the design of statistical products

·        Assess user needs and improve understanding of the use of statistics; assess user satisfaction through a survey, say, every three years

·        Review/establish data access policies and ways in which data and metadata are disseminated; establish an advance release calendar

 

6.         COST AND FINANCING PLAN

 

6.1       Input requirements

The budget should include both the cost of developing and sustaining the capacity of the SSS, as well as the cost of running it. It is particularly important to make realistic estimates for the future recurrent expenditure that will be required to continue to run the new systems and products once they have been developed (ICT hardware maintenance, hardware upgrades etc).

 

6.1.1    Capital expenditures (land, buildings, and equipment)

6.1.2    Recurrent expenditures

 

6.2       Financing plan

6.2.1    State government budget

6.2.2    ISSP

 

6.3       Sustainability issues

 

Describe the threats to sustainability and actions proposed to at least substantially moderate (if not eliminate) them.

---------------------


 

Chapter 8   Phase V: Implementation, performance indicators and monitoring, reporting and evaluation

 

8.1       Implementation

 

1          A good plan should build in appropriate and cost–effective mechanisms to respond to changes, problems, and opportunities during the implementation process.  A key requirement of the implementation process, therefore, is that it includes mechanisms for managing change, for monitoring and reporting on progress, for evaluating progress and for adapting and changing the SSSP when required. 

 

8.2       Managing implementation and change

 

2          Implementation of the SSSP may require that a number of changes be made — in work ethics, organisational culture and structures, procedures, the work practices etc. The planning should be accompanied by efforts to obtain support and commitment from key stakeholders. Those to be affected by change should be given full information and enough time to prepare effectively. People should have a chance to comment on the proposed changes and help in planning. A clear and convincing rationale for change should be given. Potential obstacles to change should be identified and effective ways to overcome them devised.

 

3          Management  capacity  needs  to  be  developed  to  implement  the  strategy,  including leadership, communicating with stakeholders, creating awareness, and maintaining external and internal support. Leadership and management styles supportive of the SSSP should be adopted. Bureaucracy and top-down management styles should be avoided, as far as possible, in preference for a participatory style that encourages cross-functional and problem-solving teamwork.

 

4          The Project Management Team may oversee the implementation of the Plan with periodic (quarterly) meetings. In the DES/SSB and the line departments, any existing management teams should take on issues of the SSSP implementation, otherwise, new teams should be established for the purpose. Departmental Teams should function also, particularly in departments that are significantly affected by the Plan. These should comprise the Head of the Department (as chair) and Heads of Divisions and Sections. These teams should meet regularly to discuss issues and matters affecting the departments and their sections and feed their deliberations into the (DES/SSB and line department) management team meetings. Standing committees and temporary working groups: These should be established to handle specific cross-functional tasks

 

5          Individual agency implementation plans will need to be translated into annual work programmes and objectives for each work area, and into individual job plans and appraisal systems. This will involve engaging with and motivating staff.

 

 

8.3       Performance indicators and monitoring

 

6          Performance indicators for monitoring progress and achievement of results should be identified up front and agreed. A short list of indicators should be used and ones that can readily be compiled. The specific indicators will depend upon the goals and strategies selected by a state but would include the following types of indicators:

 

For the 20 key statistical activities

·        Number of key statistical activities not previously carried out but now planned/initiated/partially undertaken/fully undertaken

·        Number of key statistical activities previously undertaken with coverage or other gaps but now in full/improved compliance with technical specifications (See Chapter 3 of the Synthesis Report for the proposed standards) 

·        Number of key statistical activities brought into compliance with the specified standards on periodicity and timeliness (See Chapter 3 of the Synthesis Report for the proposed standards) (a less demanding  but acceptable indicator can be “improvement of periodicity and timeliness in the direction of the proposed standards)

 

For other statistical activities in the state: Indicators can only be state specific but can be patterned on the above indicators for the key statistical activities.

 

7          Many indicators can relate to the introduction of certain good practices also set out in Chapter 3 of the Synthesis Report and these apply to the totality of the statistical activities of the SSS. These can include

 

Access

·        the dissemination of advance release calendars providing at least one-quarter advance notice of approximate release dates, and at least a one-week advance notice of the precise release dates; and

·        the simultaneous release of data to all users.

 

Integrity

·        the dissemination of the terms and conditions under which official statistics are produced and disseminated;

·        the identification of internal government access to data before release;

·        the identification of ministerial commentary on the occasion of statistical release; and

·        the provision of information about revision and advance notice of major changes in methodology.

 

Quality

·        the dissemination of documentation on statistical methodology and sources used in preparing statistics;  

·        dissemination of component detail and/or additional data series that make possible cross-checks and checks of reasonableness; 

·        Post descriptions of  data dissemination practices (metadata) on state  and  MOSPI websites;

·        Post descriptions of summary methodologies, which describe data compilation practices in some detail  on these websites; and

·        Establish a website, referred to as the State Summary Data Page, which would contain the actual data described in the metadata and to which the state and MOSPI websites would be electronically linked.

 

8          Additional indicators can be chosen reflecting the DQAF elements (see the Annex to the Synthesis Report).

 

8.4       Reporting

 

9          A decision should be made about what reports need to be produced, how frequently, who should produce them, and who should receive them. The performance information could serve many users and should lead to a strategic learning process to enhance future performance.  Brief quarterly reports should be assembled for the Project Management Team, made up of reports from each entity of the SSS that has planned to take action within the SSSP. The Project Management Team should prepare bi-annual (six monthly) reports for the Steering Committee, which would be the basis of an annual report from the Steering Committee to the State Authority, which should also be copied to the CSO.

 

8.5       Evaluation

 

10        Two evaluations can be scheduled; one at the midpoint, and at the end, a more comprehensive evaluation to assess the most successful activities and the most significant constraints and generally to assess how well the strategy will have met the set goals. Both should be conducted by a body or official not involved in the development of the SSSP.

 

11        The above observations are reflected in the relevant chapter and section headings of the SSSP as follows.

 

8.6       Completion of the plan for monitoring and evaluation

 

A report should be produced on the indicators chosen and monitoring, reporting and evaluation plan. A Workshop of all stakeholders should be held to ratify the approach.

 

7. IMPLENTATION PLAN

7.1       Mechanisms for implementing the SSSP

Describe organization changes planned to support implementation of the SSSP. List the indicators to be used and who will compile them. Describe the reporting schedule and evaluation process and decision process to modify the SSSP, if deemed necessary.

-----------------------


Annex 1 Possible economies in preparing SSSPs given similarities in states’ circumstances

 

1          Given the similarities of the SSSs as reflected in the Study Reports, the SSSPs can be expected to have many commonalities along with some variations in cases where a unique situation may be known to exist or where priorities and timing may differ.

 

2          Similarities or even identical situations exist in terms of institutional arrangements:

·        The system is decentralized in each state, with the DES/SSB and many line departments carrying out statistical activities

·        The DES/SSB is a part of a larger department

·        The Director of the DES/SSB is generally the representative of the State in all technical deliberations organised by the CSO through various working groups/steering committees.

·        The level of the director of the DES/SSB is considered inappropriately low

·        The DES/SSBs have similar functions (although the number of the 20 key statistical activities for which the DES/SSB is responsible in a state varies)

·        the DESs/SSBs have significant statistical functions beyond the 20 key statistical activities

·        Individual line departments have similar functions from state to state in terms of responsibility for the 20 key statistical activities

·        Individual line departments have significant statistical functions beyond the 20 key statistical activities

·        DESs/SSBs and line departments (generally) have district level structures and have similar data collection responsibilities at the district level

·        States rely on federal statistical legislation and there is no complementary state level legislation (in most cases)

·        The DES/SSB is the declared nodal agency in most states

 

3          Similarities or even identical situations exist in terms of the assessment of the SSSs:

·        While the DESs/SSBs (or other institution) may have been declared the nodal agency, they are not ineffective in ensuring required coordination

·        A statistical cadre has been established in over half of the states but the effectiveness and management of the cadre is considered inadequate

·        The data gaps identified among the 20 key statistical activities  are similar from state to state

·        The stated current priorities among the 20 key statistical activities are similar or  identical

·        The listed management and technical challenges are identical/similar

·        Delays in data is a common situation

·        Most states have a serious HR deficiency, especially in terms of numbers (with some variation)  and level of training

·        HR deficiencies are frequently in the same field of statistical activity from state to state e.g. statistics for local area planning, health statistics, state gross domestic product and other aggregate economic statistics, crop area and production statistics, NSSO Rounds, wholesale and consumer price indices and industrial statistics.

·        Deficiencies in physical infrastructure and information  and communications technology are widespread

 

4          Similarities or even identical situations exist in terms of the recommendations in the Study Reports:

 

·        There are some 23 recommendations that are common to all states in the 35 Study Reports (see Chapter 4 Part I of the Synthesis Report for a full list of them): 1) establish an DES/SSB if it does not already exist; 2) improve the institutional status of the DES/SSB and the level of its Director; 3) DES/SSB to be the nodal agency (10 responsibilities); 4) role of the Director of the DES/SSB (2 recommendations); 6) On coordination: DES/SSB to do a periodic review of the content , methodology and output of the statistics of all state line departments  and hold more meetings with GOI; 7) hold user seminars; 8) build quality into the management and technical practices of the DESs/SSBs and line departments: 9) provide adequate human resources; 10) develop manpower skills (with wide ranging training programmes); 11) establish a state data bank in the DES/SSB; 12) strengthen ICT infrastructure; 13) establish an EDP Centre in the DES/SSB; 14) establish IT based communications/network; 15) create an enabling ICT working environment; 16) improve the physical infrastructure and general working environment; 17) establish a common statistical cadre under the management of the DES/SSB, raise the management level of the cadre and revise the cadre and recruitment rules; 18) improve dissemination  (6 specifics); 19) fill data gaps in the low and medium quality areas of statistics; 20) fill data gaps for the 73rd and 74th Constitutional Amendments and for monitoring achievement of the MDGs; 21) improve quality (9 specifics); 22) improve the quality and form of raw data; 23) improve the mode of data transmission (use ICT)

·        The technical measures for bridging the data gaps and improving the statistical capacity of the states in the 20 key statistical activities are also rather standard across states; state gross domestic product 35 states, poverty statistics 33 states, gross fixed capital expenditure and savings 28 states, local area planning statistics 27 states, type studies 23 states, housing statistics 22 states, wholesale price index 21 states, health statistics (birth and death registration statistics )  20 states

·        The recommended action areas (beyond the 20 key statistical series) for bridging gaps were also similar across the states, with services statistics 21 states, tourism statistics 14 states

·        The technical content of the recommended actions to bridge data gaps and strengthen the SSS were also similar/identical.

·        Suggested demand-driven priorities were almost identical from state to state

·        Suggested quality-driven priorities had significant similarities with the  following assigned high priority for more than 30 of the states state domestic product, state gross fixed capital expenditure and savings, district domestic product, contribution of local bodies, major fiscal variables, crop area and production statistics, wholesale price index, consumer price index, health statistics, Education and literacy statistics, labour and employment statistics, birth and death registration, environment and forestry statistics, water supply and sanitation statistics.

 

5          In addition, in terms of commonalities for SSSPs, under the LOP, the states should subscribe and conform to the national vision and the strategic policy framework as set out in the NSSP. The states would need to develop/formulate a SSSP drawn on the basis of the broad directions contained in the NSSP and the state specific reports prepared by MOSPI for each State (the 35 Study Reports). The states should incorporate within these broad framework the specific needs and priorities of the state, in terms of other statistics. Specifically, the states would need to develop a SSSP which would outline the road-map which the State proposes to follow to meet the key statistical activities that have been laid out in the NSSP and other statistical activities that may be in the priority of the State.

 

6          Distinctions can however be drawn among the states on a number of characteristics

·        the number of statistical activities that the DES/SSB is involved in,

·        the number of the key activities not undertaken by each state,

·        the number of human resources and the size of the gap between available and optimum levels of human resources, and

·        the number of recommendations for technical measures for bridging data gaps and strengthening the state statistical system and other measures.

·        Other differences are identified e.g. existence or not of a web site, a training institute, a Cartographic Unit, a statistics cadre; DES/SSB declared a data warehouse; experience in pooling of survey data; and others.

 

7          Based on the 35 Study Reports, all the states require enhancements in each of seven areas i.e. reform in business rules, legislation, policy and regulation, HR increases and development, IT, other physical infrastructure, statistical infrastructure, statistical operations in line with international standards and with improved efficiency and effectiveness, and coordination and management.

 

8          As a consequence of the above, many of the goals, priorities and strategies of the states can legitimately be expected to be similar or identical. While the principle is very clear that each state is to develop its own unique SSSP and a ‘one size fits all’ approach is to be avoided, the facts of the similarities set out above raise the possibility of economies to be achieved in the preparation of the SSSPs. State may be able to benefit selectively from the SSSP work done by other states. It may be useful if all the SSSPs are placed on the state and MOSPI website so that states may benefit from the experience of others; additionally, it may be useful for guidelines to be issued to help states to prepare some of the common features (see Chapter 1.4 above possible economies in preparing SSSPs).

----------------------


Annex 2 Abridged extract from a Road Map for the strategic planning process in Zimbabwe presented in tabular form.

 

 

Period

 

Activity

 

What Is Involved

 

Who Is Responsible?

 

13-18 June,

2005

 

Road Map for the

NSDS Process

 

Meetings with the Ag.

Director, Central Statistical

Office (CSO)

_ Meetings with the

Transformation Team with CSO members and the State Enterprise & Privatization Agency

_ Holding meetings with key policy makers

- Permanent Secretary,

Ministry of Economic

Development etc

_ Charting the road map for the planning process including approach, who will be involved, timelines, etc

_ International

Consultants

_ Inter-agency

Transformation Team

_ UNDP

 

 

13-18 June

Draft Statistics Act

_ Producing 1st Draft

_ Circulating Draft among key stakeholders for comment

International

Consultants &

Transformation Team

 

20 June-15 July

Draft Statistics Act

_ Receive & incorporate

comments on Draft Statistics Act and produce 2nd Draft

Transformation Team

20-21 July

 

1st NSDS Workshop

Two days of diagnosing decline in statistical production,

prescribing strategic

management of the NSS and presentation of

Draft Statistics Act

International

Consultants &

Transformation Team

 

22-26 July

Prepare formats for

data collection

 

Questionnaire and other

instruments for CSO, key data users, training institutions, development partners

International

Consultants &

Transformation Team

 

25-30 July

 

 

Preparation of the

Workshop Report

Report to include: objectives, a summary of presentations, a

summary of issues raised in discussions, evaluation of the workshop, conclusions and the way forward, annexes including

the workshop timetable & list of participants

Rapporteurs under

direction of Ms. T.

Mungate, Assistant

Director, CSO

29 July-14

August

 

_

 

Get written

comments on the

Draft Statistics Act

Send reminders to

institutions to submit

comments within two weeks

_ Collate comments with those obtained from the 1st Workshop

Transformation Team

 

1-10 August

 

Recruitment of a

National Consultant

Working out TOR, short-listing

Ag. Director, CSO

 

1-20 August

 

 

 

Preparation of a

Memorandum of

Principles for the

Cabinet Committee

on Legislation

(CCL)

_ Presenting:

- Background information

- Justification for

development of  NSDS

- Justification for revision of the Current Statistics Act

- Highlights of sections and articles of the Act that need to change or to be included

- Way forward

- CCL’s acceptance of the memorandum to be followed by drafting of a Bill

Transformation Team,

Attorney General’s

Office and Ministry for

Economic

Development

 

 

 

 

 

 

 

 

 

 

Attorney General’s

Office

Assessment of the NSS

 

 

 

27 July-

13 August

 

Interview key stakeholders: data users, producers, suppliers

Administer various instruments

National Consultant &

Transformation Team

 

13-16 August

 

 

 Conduct a

SWOT Analysis

Organising small group

discussions with CSO staff and stakeholders

National Consultant &

Transformation Team

16-20 August

 

Prepare a Draft

Report

Putting together results of the assessment including the SWOT

National Consultant &

Transformation Team

 

23 August

Circulate the Draft Report to  stakeholders for comment

Check the report for

completeness and accuracy

Ag. Director, CSO

 

Visioning and strategizing

 

 

 

22-26 August _

 

Visioning

exercise

 

 

 

 

 

 

 

_ Select strategies

 

 

 

 

_ Articulate a vision, mission and key values for the NSS consistent with the Draft Statistics Act and existing NSS

_ Expand on the strategies presented in the workshop

_ Vision, mission, key values, functions, structure, etc. of

ZIMSTAT consistent with the Draft Statistics Act and building on what is at CSO

National Consultant &

Transformation Team

 

Develop an action plan

 

 

 

30 August-

18 September

 

_ Prepare an

Action Plan

 

 

 

_ Develop a plan

for

implementation,

monitoring,

evaluation and

reporting

 

 

Develop an

investment and

financing plan

_ Mainly a prioritised work programme and capacity building programme

_ Address issues of

performance culture, change management, management styles, standards, performance indicators, targets

_ Include recurrent and

investment budget for each year.

_ Identify technical assistance that may be required

National Consultant &

Transformation Team

 

Draft Reports& Workshop

 

 

 

19-24

September

International

 

Assemble the Draft

NSDS Report

 

A summary of the assessment and then all the above issues to

be included.

Consultants, National

Consultant &

Transformation Team

 

28-29

September

 

2nd Stakeholders’

Workshop

 

To receive and deliberate on the:

_ NSS Assessment Report &NSDS Report

International

Consultants, National

Consultant &

Transformation Team

30 September-

3 October

 

Finalise the reports

Taking into account comments

from the Workshop

Consultants &

Transformation Team

 

5 October

 

Submit the Reports

to Government

Deliver printed reports to the Permanent Secretary, Ministry of

Economic Development

Ag. Director, CSO

 

Early 2006

 

Create strategy

awareness

Implement an extensive and consistent communication

programme to:

_ Develop an understanding of

the strategy throughout the NSO

_ Educate staff about

management systems

_ Break communication

barriers (the silo mentality)at NSO

_  Publicise the strategy among the public

CSO Management with

assistance from

communication experts

 

-------------------


 

Annex 3 Using the information in the 35 Study Reports and the Synthesis report

1          All states have available to them the Study Report (March 2007) for each state March 2007 and the Synthesis Report (April 2008). These contain an assessment of the SSS. Each state should review the assessment and refine and update it taking into account Chapter 6 of the Synthesis Report which provides a critique of the Study Reports.

 

The Study Report

2          Chapters 1 and 2 provide background to the study and geographic, demographic, administrative and economic information on the state.

 

3          Chapter 3 of the Study Reports describes the SSS. The relevant parts of the Chapter should be reviewed by DES/SSB and the state line departments and confirmed as still being accurate or adjusted for known changes. This chapter identifies the line departments that are engaged in official statistics and helps with the decision on which line departments should be included in the SSSP. It also lists the range of statistical activities of the DES/SSB and the line departments and so helps define the range of statistical activities that should be covered by the SSSP (in addition to the 20 key statistical activities); as a first approximation those activities which were judged as sufficiently important to appear in the Study Report should be covered in the SSSP. The chapter contains the list of publications issued by the DES/SSB and line departments; the list should be updated, especially to see if there has been any improvement in timeliness since the reports were assembled. The HR information (manpower, recruitment process and minimum prescribed qualifications, actual qualifications and functioning of the statistical cadre) also should be updated/ confirmed.

 

4          Chapter 4 describes technical characteristics of each of the 20 key statistical activities. This chapter helps identify gaps in methodological coverage, quality, periodicity and timeliness for the key activities. The responsible state organization should update/confirm the information for each of the activities.

 

5          Chapter 5 provides for 2 DSOs for each state (where possible), a description of their activities and assessment of staff numbers/facilities/constraints and some recommendations. The approach provides a good model for looking at all of the DSOs but each state will have to assess what can be deduced about the other DSOs from the analysis of the two DSOs in the Reports.

 

6          Chapters 6-8 contain the detailed assessments of ICT, HR and physical infrastructure and estimates of additional requirements. They need to be updated/ confirmed.

 

7          Chapter 9 provides two suggested ways for looking at priorities for statistical activities, one based on demand and the other on quality. While these approaches are interesting and can be an input into the process, each state should determine its priorities through a consultative process of all stakeholders. This chapter also lists a number of recommended new actions or changes for strengthening the SSS; the recommendations are largely based on the assessments and priorities. Each state should make its own conclusions on the validity of the recommendations.

 

8          Chapter 10 summarizes the assessment and recommendations. Many of the recommendations are common to all states and others are unique to one or a small number of states. Table 10.1 on Status of Statistical activities in the State and Table 10.2 Principal Data Gaps are useful summaries. This chapter contains many of the assessments and actions that a state should include in its SSSP.

 

9          The Executive Summary repeats a lot of what is in the Report but does not reflect well the recommended new statistical activities which are better presented in Chapter 10.

 

10        The Position Paper repeats a lot of what is in the Report but provides some additional valuable material generally in: 5 Improvements in the effectiveness of transmission of raw data.

 

The Synthesis Report

11        Chapter 1 provides the background, based on Chapter 1 of the Study Report.

 

12        Chapter 2 summarizes the common features of the SSSs.

 

13        Chapter 3 provides a proposal on the national benchmark for norms and performance standards for the state statistical system. This provides a significant part of the basis against which states should assess the current performance of the SSS.

 

14        Chapter 4 Part I contains, from the 35 Study Reports, the recommendations that are common to all states. The common recommendations are listed in Chapter 4 Part I; additionally, there are recommendations made by the NSC in its report NSC (2001); these are extremely important and are recorded separately in this chapter even though some of them have already been picked up in the Common Recommendations from the state reports. Additionally, there are recommendations which have emerged during the process of reviewing the 35 Study Reports; these are included in this chapter. Some of the recommendations above are already in place in some states.

 

15        Chapter 4 Part II contains the unique recommendations that were made for one or a small number of states.

 

16        Chapter 5 summarizes the cost estimates from the Study Reports. The 35 Study Reports contained cost estimates for additional needed ICT and physical infrastructure for improving the statistical capacity of each of the states. Footnotes in the 35 Study Reports indicated that the following costs have to be factored in: Annual maintenance costs, Hardware upgrades, Solid cell batteries, and Site hosting charges. These costs were not calculated for the Study Reports but they are calculated in the Synthesis Report as they are legitimate additional operating costs which need to be taken into account in the planning process (even if they are not to be covered under the ISSP funding process).  

17        Additional costs to be included in any SSSP include costs for coordination, statistical infrastructure, technical advice on statistical operations such as implementing technical recommendations to fill gaps and improve statistical capacity, and technical advice on improving operations. These were not estimated in the Study Reports or the Synthesis Report. 

 

18        Chapter 6 contains a number of critical observations about the Study Reports which should be considered by the states as they prepare their SSSPs.  Basically, in preparing the SSSP, there needs to be a comprehensive run through of the existing assessment in the 35 Study Reports, namely, the gaps and priorities and a reassessment of the recommended actions and costs, taking into account the work of all the statistics-producing entities in the state.

 

Some guidance on how to make the Study Reports more easily usable.

19        The 35 Study Reports are rather large and difficult to use partly because some material is repeated in several places and may in fact be a little different in some of the places. A scaled down version can be made that contains all the relevant material in an easier-to-read form. As the reports are not identical in structure, it is not possible to give a single set of guidance applicable to all of them but guidance is presented below for Rajasthan and Madhya Pradesh. It can be used as a model by other states with some individual differences that would become apparent during the process of making the changes and could be adjusted for.

 

20        The principle adopted is to make each chapter self-sufficient in terms of description, assessment and related recommendations and to include in Chapter 10 Summary of Findings and Recommendations only those recommendations that have not appeared in earlier chapters; this approach also eliminates duplication of the same information in different parts of the Report. (The other option considered was to move all the recommendations from earlier chapters and place them in Chapter 10. However the way the text is written in the Study Reports, especially in the chapters on district level statistical activities (chapter 5), information technology (chapter 6) human resources (chapter 7) and physical infrastructure (chapter 8), where assessment and recommendation are combined in the same sentences, paragraphs, and tables makes this approach difficult).

 

21        A special case arises with Technical Measures for Meeting Data gaps and Undertaking New Activities for Strengthening the Statistical System; these lists appear in the Executive Summary, Chapter 9, Chapter 10 and the Position Paper; the lists are not the same in each area; the changes proposed below create a single complete list in Chapter 9 where Activities to be Undertaken with Less Frequency and Activities to be Dropped and Not Undertaken are also listed. HR information is deleted from Chapter 3 when it is contained in Chapter 7. HR, IT and physical infrastructure information is deleted from Chapter10 when it is included in Chapters 6, 7 and 8. Only those (limited ) parts of the Position Paper that are “new “ are retained and  placed in an appropriate chapter or else retained separately.

 

Rajasthan

To reduce the Study Report:

Delete: The Executive Summary except for ES3.11 Key Management Challenges

Delete: Chapter 2 The State of Rajasthan; Key Characteristics

Delete: Chapter 3: 3.7 Manpower

Add to Chapter 9.4: 10.3.3 Building District, Block and Village Data

                                 10.3.5 Housing Statistics

Add to Chapter 9.4: Position Paper 4.1.1 SDP & DDP  4.1.2 Health Statistics

Delete: Chapter 10: 10.1.6      Available and Required Manpower

                                10.1.7      Available Manpower Resources

                                10.1.10     IT Resources, Available and Additional Required

                                10.1.11     Total Cost of IT Procurement

                                10.1.12      Physical Infrastructure

                                10.3.3        Building District Block and Village Data

                                10.3.4       Service Sector Statistics

                                10.3.5       Housing Statistics

                                10.3.6       Poverty Statistics

                                10.3.7       Environment Statistics

                                10.3.8       Tourism Statistics

                                10.3.9        Gender Statistics

                                10.3.17      Upgrading Physical Facilities

Delete: Position Paper all except 3 (2 paras) Possibility of Producing Current Output with either Better Quality or with Fewer Resources and 5.1 Quality and Form of Raw Data and 5.2 Mode of Data Transmission.

 

Madhya Pradesh

To reduce the Study Report:

Delete: The Executive Summary except for ES3.10 Key Management Challenges

Delete: Chapter 2 The State of Rajasthan; Key Characteristics

Delete: Chapter 3:  3.2.4 Staff Strength  3.2.5 Line Departments

Delete: Chapter 6:  6.1.8 Proposed Training Areas

Add: to Chapter 7.2: 3.2.4 Staff Strength except for Table 3.4 Available Statistical manpower in DES by Activity (which is already in Chapter 7)

Add to Chapter 9.6:  10.3.1      Undertaking New Statistical Activities (all)

                                  10.3.2      Bridging Data Gaps (all)

  Delete: Chapter 10: 10.1.6      Available and Required Manpower

                                  10.1.7      IT Resources Available and Additional Required

                                  10.1.8      Required Improvement in Physical Facilities

                                  10.3.1      Undertaking New Statistical Activities (all)

                                  10.3.2      Bridging Data Gaps

Delete: Position Paper all except 3  Possibility of Producing Current Output With Either Better Quality or With Fewer Resources (2 paras), 3.3 Possibility of Producing Current Output with Better Quality, 3.4 Possibility of Producing Current Output with Fewer Resources and 5.1 Quality and Form of Raw Data and 5.2 Mode of Data Transmission.

--------------------------

 

Annex 4 Use and practice of Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis

(Based on a text prepared by the Statistical Offices of the European Communities, 17 March 2004)

1.1       Basics

SWOT analysis can be simply understood as the examination of an organisation's internal strengths and weaknesses, and its environment, opportunities and threats. It is a general technique for assessing any private or public organization and its environment. It belongs to the “analysis” part of a strategic planning process and helps decision makers focus on key issues.   Once key issues have been identified, they feed into operational objectives.

 

SWOT is performed by the managers of a National Statistical Institute (NSI) in a group work. It should be shared as much as possible with the whole staff of the NSI in order to make it more committed to the general objectives described by the SWOT. A facilitator, who comes from outside the institution, could be useful in order to keep the work on the track and help to weight the various proposals.

 

SWOT analysis should be flexible: situations change with the passage of time and an updated analysis should be made from time to time. SWOT is neither cumbersome nor time-consuming and is effective because of its simplicity.

 

1.2       To identify key issues

SWOT analysis is an effective method of identifying the Strengths and Weaknesses of a NSI, and to examine the Opportunities and Threats it faces. Often, carrying out a SWOT analysis will be enough to reveal changes, which can be usefully made in putting problems into perspective. The method provides a framework for identifying critical issues. Analyses are then limited to the significant items that can really be addressed.

 

1.3       To prepare a strategic approach

The purpose of SWOT analysis is to isolate key issues and to facilitate a strategic approach: strategic planners usually limit their efforts to those issues that have the most impact on the situation. To this end, the items in the SWOT list must have been thoroughly analysed and represent the real priorities as observed by the majority of the group. If they bear no relation to the actual discussion, that could defeat the purpose of the SWOT exercise.

 

1.4       The SWOT should inter-alia  cover all of the following areas, each of which may be a source of strengths, weaknesses, opportunities or threats: political and economic environment of the institution, staff and staff policy, operating budget, statistical production, relationships with international organisations, other donors and other Statistical Institutes, relationships with users and customers.

2.         THE INTERNAL FACTORS: STRENGTHS AND WEAKNESSES

The analysis of the internal factors should be considered from both an internal and external basis: does our environment perceive our strengths/weaknesses as we do? Therefore, the assessment of strengths and weaknesses is facilitated through surveys or interviews with main users or customers. Once weaknesses and strengths are delineated, it would be appropriate to reconfirm these items: different perceptions may exist depending on the representative group consulted.

2.1       Strengths

Strengths can refer to the NSI, to its environment, to public relations and perceptions, and to people. When performing the SWOT analysis, Strengths can be approached in answering the following questions: What are our advantages? What do we do well?  What are our USPs (Unique Selling Points)

2.2       Weaknesses

Weaknesses can be approached in answering the following questions: What is done badly? What obstacles prevent, reduce or delay progress? What could be improved? What should be the Dos and Don’ts ?

The assessment should be realistic, even if it is always unpleasant to face negative assessments. Making a list of internal weaknesses could reveal areas that can be changed to improve the institution, but also things that are beyond the control of the institution. But this is also a key message for persons inside and outside the NSI to recognise the shortcomings that will have to be tackled and minimized in the future.

3          THE EXTERNAL FACTORS: OPPORTUNITIES AND THREATS

The external look is complementary to the internal self-study in a SWOT analysis. Information about the political and socio-economic environment, the changes in the society, and all changes that have an effect on the NSI but are beyond its control should be considered in this phase of the study.

Opportunities and threats are not absolute. What might at first seem to be an opportunity, may not emerge as such when considered against the resources of the NSI or the expectations of society. Again, Opportunities and Threats have to be reported in a realistic way for their impact on the NSI.

3.1       Opportunities

Opportunities can be approached in answering the following questions: Where are the good chances facing us? What are the existing, emerging and  interesting trends? Useful opportunities can come from such things as: national or international events, changes in government policies, changes in technology, changes in user needs or social patterns, changes in the Management perceptions and attitudes etc.

3.2       Threats

Threats can come from different horizons at different points of time, in varying intensities /degrees and in various forms. Threats need to be ascertained. Such kind of questions may help to evaluate them: What obstacles do we face or are likely to face? Are the required specifications for our works, products or services changing? Is changing technology threatening our position? Do we have budget uncertainties?  Where do we stand in competition?

4.         PROS AND CONS OF SWOT ANALYSIS

The practical message from a SWOT analysis is that decision-making should contain the following elements: building on Strengths, minimising Weaknesses, seizing Opportunities, and counteracting Threats. It is a relatively simple way of communicating ideas, policies, and concerns   which can help managers to disseminate their vision.

A SWOT analysis can be an excellent, fast tool for initiating a strategic planning exercise. It looks at future possibilities for the institution through a systematic approach of introspection into both positive and negative concerns.

SWOT analysis usually reflect a (group of) person's existing position and viewpoint, which can be misused to justify a previously-decided course of action rather than used as a means to open up new possibilities. It is important to note that sometimes threats can also be viewed as opportunities, depending on the people or groups involved.

Finally, a SWOT analysis can be rather subjective and a way to increase its validity is to raise the number of criteria and to weight them for each of the factors.

Tabular presentation of results of a SWOT analysis

(Extracted from the Strategic Plan for Central Bureau of Statistics Kenya)

Strengths

Opportunities

1. Statistics Act

1. A new political dispensation

2. Extensive Field infrastructure

2. Increased demand for data

3. Technical skills in different areas of

statistics

3. International Frameworks

 

4. Capacity to harness IT

4. International partnerships and

support for statistical development

5. New Leadership

5. Advances in IT

 

6. Local and regional Training facilities

Weaknesses

Risks

1. Low profile of CBS

1. Political interference

2. Outdated Statistics Act

2. Inadequate funding from Government

3. Limited statistical advocacy

3. Poor staffing

4. Unconducive work environment

4. High staff turnover

5. Weak coordination, collaboration,

networking and information sharing

 

5. Lack of commitment to coordination, collaboration, networking and  information sharing

6. Lack of IT strategy

 

7. Lack of HR Development Strategy

 

8. Inadequate data disaggregation

 

9. Limited analytical capabilities

 

10. Inadequate knowledge management

 

11. Some data series are outdated

 

12. Lack of a dissemination policy

 

13. Lack of timeliness in data

 

14. Frequent change of top management

 

15. Over-dependence on donor assistance

 

 

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Annex 5 Examples of strategic goals and strategies

 

1          Some examples of strategic goals and strategies are:

 

Goal: raise awareness of the role of statistical information in the state

Strategy:  invigorate statistical advocacy through raising skills and setting up networks of contacts

 

Goal: raise the accuracy and reliability of state statistics

Strategy: (i) train appropriate staff of the DES/SSB and line departments on the CSO technical specifications, data assessment techniques and data collection techniques

               (ii) improve the amount and quality of supervision at the data collection level

               (iii) establish the statistical infrastructure needed to produce good economic and social statistics

 

Goal: raise the usefulness and relevance of state statistics

Strategy:  (i) improve IT facilities meet the proposed standards for periodicity and timeliness of available data sets

                (ii) improve the organization structure to promote the flow of data

                (iii) establish the capacity/system to meet with users to understand their needs

 

Goal: understand and meet user needs more consistently

Strategy: (i) establish the capacity/system to meet with users to understand their needs

               (ii) consult with users on a regular basis about their needs and the extent to which available data sets meet those needs

              (iii) improve capacity for data collection, processing and transfer of data through training of staff, improved supervision, and use of ICT facilities/network

 

Goal: supplement statistical data with analytical work

Strategy: (i) establish an Analysis Unit

               (ii) enhance capacity of senior staff to do analysis

               (iii) partner with a state tertiary institution for analytical work

 

Goal: ensure that available statistics are easily available to users and are understood

Strategy: (i) raise the use of electronic forms of dissemination

               (ii) ensure that metadata is prepared and made available with the data

 

Goal: develop efficient management structures and operations

Strategy: (i) train staff in the modern management of a statistical institution

                (ii) acquire and apply ICT aimed at efficient operations

 

2          Other strategies which apply to a wide variety of strategic goals are:

 

develop a legislative structure that is fully supportive of statistical operations;

 

ensure effective coordination among all stakeholders to produce compatible statistics meeting quality standards;

 

design and implement a Human Resources Development Strategy;

 

have all staff trained to the appropriate level for their responsibilities;

 

provide for all staff a physical work environment that is supportive of their functions and which meets state standards;

 

acquire appropriate and adequate state of the art ICT equipment, software and the necessary training in ICT applications for all staff;

 

acquire adequate financial resources to maintain the SSS over time.

 

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Annex -6

 

United Nations Fundamental Principles of Official Statistics

 

Preamble

The Statistical Commission,


- Bearing in mind that official statistical information is an essential basis for development in the economic, demographic, social and environmental fields and for mutual knowledge and trade among the States and peoples of the world.


- Bearing in mind that the essential trust of the public in official statistical information depends to a large extent on respect for the fundamental values an principles which are the basis of any society which seeks to understand itself and to respect the rights of its members.


- Bearing in mind that the quality of official statistics, and thus the quality of the information available to the Government, the economy and the public depends largely on the cooperation of citizens, enterprises, and other respondents in providing appropriate and reliable data needed for necessary statistical compilations and on the cooperation between users and producers of statistics in order to meet users' needs.


- Recalling the efforts of governmental and non-governmental organizations active in statistics to establish standards and concepts to allow comparisons among countries,


- Recalling also the International Statistical Institute Declaration of Professional Ethics,


- Having expressed the opinion that resolution C (47), adopted by the Economic Commission for Europe on 15 April 1992, is of universal significance,


- Noting that, at its eighth session, held in Bangkok in November 1993, the Working Group of Statistical Experts, assigned by the Committee on Statistics of the Economic and Social Commission for Asia and the Pacific to examine the Fundamental Principles, had agreed in principle to the ECE version and had emphasized that those principles were applicable to all nations,


- Noting also that, at its eighth session, held at Addis Ababa in March 1994, the Joint Conference of African Planners, Statisticians and Demographers, considered that the Fundamental Principles of Official Statistics are of universal significance,

 


Adopts the present principles of official statistics:

Principle 1.   Official statistics provide an indispensable element in the information system of a democratic society, serving the Government, the economy and the public with data about the economic, demographic, social and environmental situation. To this end, official statistics that meet the test of practical utility are to be compiled and made available on an impartial basis by official statistical agencies to honor citizens' entitlement to public information.

Principle 2.   To retain trust in official statistics, the statistical agencies need to decide according to strictly professional considerations, including scientific principles and professional ethics, on the methods and procedures for the collection, processing, storage and presentation of statistical data.

Principle 3.   To facilitate a correct interpretation of the data, the statistical agencies are to present information according to scientific standards on the sources, methods and procedures of the statistics.

Principle 4.    The statistical agencies are entitled to comment on erroneous interpretation and misuse of statistics.

Principle 5.   Data for statistical purposes may be drawn from all types of sources, be they statistical surveys or administrative records. Statistical agencies are to choose the source with regard to quality, timeliness, costs and the burden on respondents.

Principle 6.   Individual data collected by statistical agencies for statistical compilation, whether they refer to natural or legal persons, are to be strictly confidential and used exclusively for statistical purposes.

Principle 7.   The laws, regulations and measures under which the statistical systems operate are to be made public.

Principle 8. Coordination among statistical agencies within countries is essential to achieve consistency and efficiency in the statistical system.

Principle 9.   The use by statistical agencies in each country of international concepts, classifications and methods promotes the consistency and efficiency of statistical systems at all official levels.

Principle 10.   Bilateral and multilateral cooperation in statistics contributes to the improvement of systems of official statistics in all countries.

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Annexure 7 – List of key statistical activities considered under ISSP

Sl.No.

Key Statistical Activity

1

State Domestic Product Estimates

2

Estimate of Capital Formation and Savings

3

Estimates of District Domestic Product

4

Estimates of the Contribution of Local Bodies

5

Data on Major Fiscal Variables

6

Annual Survey of Industries

7

Index of Industrial Production

8

Crop Area and Production Statistics

9

Wholesale Price Index

10

Consumer Price Index

11

Health, Morbidity, Mortality and Family Welfare Statistics

12

12.A

12.B

Education and Literacy Statistics

Statistics on Educational  Institutions

School Enrolment Data

13

13.A

13.B

Labour and Employment Statistics

Labour Statistics

Employment Statistics

14.

Housing Statistics

15.

Birth and Death Registration Statistics and Population

16

Electricity Production and Distribution Statistics

17

17.A

17.B

Environment and Forestry Statistics

Forestry Statistics

Water Supply and Sanitation Statistics

18

Participation in Surveys of the National Sample Survey Organization.

19

19.A

19.B

19.C

19.D

Transport Statistics

Motor Vehicle Registration Statistics

Road Statistics

Traffic Accident Statistics

Passenger Traffic Statistics

20

Statistics for Local Area Planning.

 



[1]Official Records of the Economic and Social Council,1994, Supplement No 9 (E/1994/29), chap. 5

[2] Handbook of Statistical Organization, Third Edition, The Operation and Organization of a Statistical Agency, United nations Publication Sales No. E.03.XVII.7 New York 2003