Performance Management Tool

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INTRODUCTION

The Performance Management Tool (PMT) was developed by Matabane Professional Accountants to assist municipalities, public departments and entities to improve the quality of reports as required by the National Treasury. The reporting template is aligned to the National Treasury performance reporting framework. 

TEMPLATES

The system is divided in to two reporting templates, the Public Finance Management Act (PFMA) and the Municipal Finance Management Act (MFMA) reporting template.

PFMA -this system will assist with the integration of the Strategy, Annual Performance Plan (APP) and the Budget. 

MFMA -this system will assist with the integration of the Integrated Development Plan (IDP), Budget and the Service Delivery Budget Implementation Plan (SDBIP).

BENEFITS

PMT is aligned to the National Treasury performance reporting framework and budget template. This system will also help with the following benefits: 

• Integrate your reports into one report,
• Improve the quality of your reports,
• Reduces the time it takes to consolidate reports,
• Improve the accuracy and reliability of your reports,
• Monitor compliance with the MFMA and PFMA,
• Monitor both strategic and operational risk register,
• Align your budget to the Strategy, APP, IDP, and SDBIP,
• It will also assist with obtaining a clean audit.

TRAINING

We provide both on the job training and formal training, our training will ensure that your reports are Specific, Measurable, Achievable, Relevant and Time-bound (SMART).

SUPPORT

We provide assistance with the development and alignment of the organisational strategy, annual performance plan, integrated development plan, service delivery budget implementation plan. For support or system related enquiries please contact This email address is being protected from spambots. You need JavaScript enabled to view it.

SYSTEM OVERVIEW

• Entity Information Sheet
• Entity name
• Registration number
• Registered address
• Financial year end
• Reporting periods
• Signature date

Admin Sheet

• Business unit
• Entity period
• Indicator type (Output, Input)
• Reporting cycles (Monthly, Quarterly, Annual, Bi-Annual)
• Unit of measure (Percentage, Quantity)
• Data element source

 Performance Management Sheet

• Dashboard (Budget and Actual Expenditure)
• Strategic Objective (Quarterly Performance Targets)
• Strategic Objective (Actual performance) 
• Upload evidence (all MS office file types supported)

Budget Sheet

• Budget type ( Opex, Capex)
• Budget amounts
• Actual expenditure per quarter
• Commitments
• Available budget
• Percentage spent to date
• Responsible unit

Target Status Input Sheet

• Target status (Achieved, Not achieved, Partially achieved)
• Upload evidence (link evidence to achieved targets)

Risk Register Sheet

• Update Risks (Strategic and Operational Risks)
• Update Risk ratings

Reporting Sheet

• Generate reports (Quarterly and Annual)