Institutional Map
Process map and LogFrame
Indicators and Performace Analysis
Expenditure Analysis
Cost Modelling
Spending Review Report

During this step, you will get to understand the key stakeholders in a programme and their inter- relationships. You will provide a problem statement pertaining the programme in question and identify key policies, laws and regulations. At the end of this step, you will be able to identify who is involved in the design and implementation of the programme and all the other role players, map the flow of funds and map service delivery processes.

During this step you will get to understand exactly how the programme works, what the underlying assumptions were and use this information to map the processes involved in delivering the programme.

During this step, you will identify the performance indicators as well as the administrative information. This will help you to analyse performance trends and patterns. This step requires some skill in the development of indicators and gathering relevant administrative information. The step is critical in order to assess quality of outputs, efficiency in resource utilization and economy in procurement.

During this step you will consolidate and clean raw expenditure data, and create ‘expenditure buckets’. This will allow you to analyse the expenditure to identify different trends and patterns. Once all the analysis is done opportunities for savings can be identified.

During this step, you will identify the drivers of programme costs, build a costing model and then explore the fiscal implications of different decisions via scenarios. This modelling process allow you to identify policy choices, expenditure cuts and savings, as well as trade-offs between the different scenarios.

During this last step, you will have time to write your report using the spending review format. It is important to write a concise report that flows logically and has a clear structure, especially if you need to help non-experts to understand those ideas and see their value. The report should present a cogent argument based on sound technical analysis.

Institutional Map

During this step, you will get to understand the key stakeholders in a programme and their inter- relationships. You will provide a problem statement pertaining the programme in question and identify key policies, laws and regulations. At the end of this step, you will be able to identify who is involved in the design and implementation of the programme and all the other role players, map the flow of funds and map service delivery processes.

Process map and LogFrame

During this step you will get to understand exactly how the programme works, what the underlying assumptions were and use this information to map the processes involved in delivering the programme.

Indicators and Performace Analysis

During this step, you will identify the performance indicators as well as the administrative information. This will help you to analyse performance trends and patterns. This step requires some skill in the development of indicators and gathering relevant administrative information. The step is critical in order to assess quality of outputs, efficiency in resource utilization and economy in procurement.

Expenditure Analysis

During this step you will consolidate and clean raw expenditure data, and create ‘expenditure buckets’. This will allow you to analyse the expenditure to identify different trends and patterns. Once all the analysis is done opportunities for savings can be identified.

Costing

During this step, you will identify the drivers of programme costs, build a costing model and then explore the fiscal implications of different decisions via scenarios. This modelling process allow you to identify policy choices, expenditure cuts and savings, as well as trade-offs between the different scenarios.

Spending Review Report

During this last step, you will have time to write your report using the spending review format. It is important to write a concise report that flows logically and has a clear structure, especially if you need to help non-experts to understand those ideas and see their value. The report should present a cogent argument based on sound technical analysis.

About

This Toolbox is designed to give you quick access to all the tools you need to complete your spending review. Select the relevant step and click in the boxes below to access custom-made videos, slides, examples of previous spending reviews and much more!

These documents are not for quoting or circulation. They were done as part of the training exercise on the spending review methodology and are intended for discussion purposes.

Contact pepa@gtac.gov.za should you intend on using this document and it’s associated resources